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Citizens Financial Group jobs in San Francisco, CA - 862 jobs

  • Private Wealth Registered Client Associate (Licensed)

    Citizens Financial Group, Inc. 4.3company rating

    Citizens Financial Group, Inc. job in San Francisco, CA

    Citizens is seeking exceptional talent to join one of our sophisticated, high-end Private Wealth teams based in San Francisco. This team is renowned for delivering personalized, world-class service to an exclusive clientele, and we are looking for added support to help us continue exceeding expectations. As a Registered Client Associate on this team, you will play a pivotal role in delivering exceptional client service and support within the wealth management space. You will work closely with Wealth Managers and Client Relationship Managers to ensure a seamless client experience and provide administrative and operational support to meet client needs effectively. Only candidates with active/required FINRA License will be considered. Primary responsibilities include * Client relationship management, which includes developing and maintaining strong relationships with high net worth/ultra HNW clients. * Client communication and education, which includes the communication of investment updates, market insights, and performance reports * Serve as a main point of contact for clients and anticipating needs * Coordinate client meetings * Process client transactions * Collaborate with internal teams such as Compliance, Operations, and Finance to resolve client issues and enhance client satisfaction * Conduct periodic reviews of client accounts Qualifications, Education, Certifications, and/or Other Professional Credentials * Bachelor's degree in finance or similar * Previous client service and administrative experience within Wealth Management * 3+ Years of relevant industry experience * Strong intrapersonal skills * Series 7, 66 licensed (or 63/65) Required * Skilled in building trust and managing relationships in fast-paced, high-touch environments. Hours & Work Schedule * Hours per Week: 40, plus opportunity to earn overtime * Work Schedule: Monday - Friday * Incumbent required in office 4 days/week with ability to work from home 1 day per week Pay Transparency The salary range for this position is $41.69- $52.88 hourly, plus an opportunity to earn discretionary incentives under the wealth manager compensation plan. Role is overtime eligible. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award
    $41.7-52.9 hourly Auto-Apply 17d ago
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  • Assistant General Counsel - Private Bank

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in San Francisco, CA

    Citizens Bank, N.A. is looking for a highly motivated, problem solving and results-oriented attorney to support its growing and dynamic Private Banking business. The focus will be on support for lending products for high net-worth individuals and families and their businesses, while also providing support as needed on all private banking products, services and operations, collaborating with other Citizens legal subject matters experts, internal clients and operational support colleagues. The vision for the role is to grow to be the go-to trusted legal adviser for all Private Bank business initiatives and client-facing opportunities. Job Location: This position will be based in California with a preference for San Francisco. Limited travel. Primary Responsibilities: Trusted advisor on Private Bank client-facing lending products including residential mortgage, PE/VC partner financing, commercial lending, multi-unit residential, asset-backed lending, and deposit-based and family office-oriented customer products and services. Advise clients on initial loan structuring analysis and facilitate lending transactions in close coordination with internal clients and operations as well as oversee issue resolution with outside deal counsel. Work closely with management, functional partners, operations and legal colleagues on new initiatives including third party platform-based strategies, problem solving and escalated customer issues. Monitor changes to legal and regulatory landscape and research, analyze and provide sound legal advice on legal and compliance matters related to existing and evolving financial products and services. Serve as trusted advisor to business, Risk, Compliance and other functional partners on initiatives, strategic planning, contract interpretation/negotiation, internal audit and regulatory exam support and dispute resolution. Manage external counsel when approved to support a particular project. Qualifications: JD, strong academic credentials and admission to at least one U.S. bar required. 10 years of law firm or in-house experience. Familiarity with banking and lending products supporting high net worth clients, including consumer and commercial lending products, deposits and/or investments. Familiarity with the consumer banking regulatory environment. Ideal Candidates Would Possess: The perseverance and patience necessary to see a matter through to completion while balancing a relentless customer-first mindset with protecting the Bank. The ability to see past the immediate question and understand the customer need. The ability to think tactically to get to the best result for all parties. A proven ability to comfortably operate in a fast-paced, constantly changing environment and versatility to capably handle a wide-ranging assortment of legal matters. The confidence to critically examine the status quo as appropriate, bring fresh and innovative thinking and be outspoken, when necessary, coupled with strong communication skills. Ability to work as a highly collaborative team player with a positive attitude, growth mindset, good sense of humor and ability to stay calm under pressure. A background in consumer lending. #LI-CITIZENS2 Pay Transparency The salary range for this position is $173,000 - $250,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** .
    $173k-250k yearly Auto-Apply 13d ago
  • Market Executive: Innovation Tech Banking MD

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution seeks a Market Executive in San Francisco to manage relationships within the Software Technology sector and lead banking teams. The candidate will focus on innovative startups and require 15+ years of experience in account management within a Commercial Bank. This role also demands strong communication and problem-solving skills. A competitive salary and benefits are offered for this full-time position, with an emphasis on industry trends and client acquisition. #J-18808-Ljbffr
    $72k-127k yearly est. 1d ago
  • Strategic VP: Emerging Middle Market Commercial Banker

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution is seeking a Commercial Banker to focus on client acquisition and relationship management primarily within the Emerging Middle Market space. This role involves working independently and collaboratively to provide strategic financial advice to clients, targeting companies with annual revenues of $20 million to $100 million. Ideal candidates will have over five years of relevant experience and a strong ability to connect with executives, while promoting innovation and efficiency in banking services. #J-18808-Ljbffr
    $146k-216k yearly est. 1d ago
  • Life Sciences Market MD, West Coast Leader

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A prestigious financial institution is seeking a Managing Director for Life Sciences Coverage in the West Coast Region. This role involves leading a team of bankers to foster profitable banking relationships and ensuring team success in a dynamic environment. Applicants need at least ten years in account relationship management, along with strong sales management abilities and communication skills. The position requires some travel and comes with a comprehensive benefits package, affirming the organization's commitment to diversity and inclusivity. #J-18808-Ljbffr
    $108k-148k yearly est. 2d ago
  • Senior Product Associate, API Marketplace Platform

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA job

    Job Identification 210701306 Job Category Product Management Business Unit Consumer & Community Banking Posting Date 01/14/2026, 01:35 PM Job Schedule Full time Job Description Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in API Management Platform, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery Considers and plans for upstream and downstream implications of new product features on the overall product experience Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle Writes the requirements, epics, and user stories to support product development Works with business application owners and development teams to define business requirements, lead scope definition, drive technical implementation, end-to-end testing, and operational readiness Writes and maintains epics and stories in JIRA, evaluating readiness and outcomes, and proceeding with additional iterations, develop and prioritize a product backlog, and lead collaborative scrum events (backlog refinement, sprint planning, sprint review and sprint retrospectives) Helps orchestrate supporting products' changes Supports customer migration planning and execution as we transition Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in product management or a relevant domain area Proficient knowledge of the product development life cycle Experience in product life cycle activities including discovery and requirements definition Developing knowledge of data analytics and data literacy Strong communication and stakeholder engagement skills including the ability to translate technical concepts into business value Highly collaborative, detail-oriented, and proactive in driving complex initiatives forward Proficient in JIRA and other work management tools Excellent oral and written communication and presentations skills across various stakeholders and senior management; ability to synthesize large amounts of information, summarize key concepts and articulate relevant issues to senior management Ability to deal with different stakeholder groups to elicit business requirements, processes and data trends Ability to work in a high-paced environment, be flexible, follow tight deadlines, organize, and prioritize work with minimal oversight Preferred qualifications, capabilities, and skills Bachelor's degree or equivalent work experience Technical knowledge to propose and influence new product and feature explorations, especially in enterprise-scale APIs Experience with API platforms or developer platforms AWS Certified Cloud Practitioner or similar familiarity with AWS or other Cloud platforms FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. #J-18808-Ljbffr
    $122k-167k yearly est. 1d ago
  • Senior Private Banker - Wealth Advisor & Growth Leader

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years of experience in Private Banking and a Bachelor's Degree, along with required licenses. This position offers a competitive total rewards package and opportunities for career advancement. #J-18808-Ljbffr
    $51k-119k yearly est. 1d ago
  • Wealth Management Lending Strategy Leader

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading global financial services firm seeks a Divisional Director of Lending in San Francisco to drive growth and profitability of lending solutions. The role includes developing sales strategies, managing the lending team, and fostering key relationships. Candidates must have over 10 years in financial services, strong leadership skills, and be licensed or willing to obtain necessary licenses. This position offers a dynamic work environment with significant responsibility. #J-18808-Ljbffr
    $131k-180k yearly est. 5d ago
  • Private Banker VP: Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA job

    A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor's Degree. Key responsibilities include advising clients on their financial needs and generating new business. Applicants also need Series 7, 66, and Insurance licenses. This position offers a collaborative environment with ample opportunities for career growth. #J-18808-Ljbffr
    $141k-187k yearly est. 2d ago
  • Executive Director, Advanced Wealth Planning

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial services firm is seeking an Executive Director, Wealth Planner in California. In this role, you will leverage your expertise in tax and trust law to provide customized wealth planning advice. Responsibilities include collaborating with Advisors, presenting leading content on wealth management topics, and serving as a resource for both basic and sophisticated tax strategies. The ideal candidate has over 7 years of experience, strong presentation skills, and the ability to engage clients effectively. #J-18808-Ljbffr
    $187k-269k yearly est. 4d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 2d ago
  • Private Bank Investment Advisor

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution seeks an Investment Professional to provide essential support in managing client relationships within their U.S. Private Bank. The role demands proficiency in executing brokerage trades, overseeing client accounts, and analyzing financial scenarios. Candidates must possess a Bachelor's degree, relevant licenses, and strong skills in PowerPoint and Excel. Ideal for motivated individuals looking to thrive in a team-oriented, detail-focused environment. #J-18808-Ljbffr
    $105k-181k yearly est. 4d ago
  • Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director Job Information Job Identification 210689470 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 11/25/2025, 09:34 PM Locations 560 Mission St, San Francisco, CA, 94105, US Job Schedule Full time Job Shift Day Job Description Innovation Economy Venture Capital Relationship Team, Technology Coverage - Managing Director The Venture Capital Relationship Team is a key component of the firm's overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies. As a Managing Director within the Venture Capital Relationship Team covering Technology venture firms, you will play a pivotal role in shaping the investor coverage strategy. Your responsibilities will include fostering and enhancing relationships with leadership teams and General Partners within the North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. Job Responsibilities Develop and deepen relationships with leadership teams and General Partners within the North America Venture Capital space with a focus on Technology Venture Capital firms Support the firm's efforts across JP Morgan's product offerings to VC firms, General Partners and their portfolio companies. Take ownership of the client experience and drive outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets. Work closely with senior leaders within the IE team and across the firm, including but not limited to other members of the Venture Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners. Required Qualifications, Capabilities and Skills Extensive Life Sciences industry and product knowledge across the Innovation Economy Minimum ten years proven relationship building and influencing skills with Venture Capital Firms and Partners Knowledge of credit, corporate finance, treasury, commercial, and investment banking products Direct lending or credit supported related experience with a focus on business relationships, excellent client relationship skills Preferred Qualifications, Capabilities and Skills Completion of a recognized bank credit training or investment banking training program MBA preferred Strategic thinker who supports the goals and direction of the firm Ability to partner across lines of businesses and leverage internal resources Strong knowledge of regulatory and control framework FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr
    $165k-257k yearly est. 1d ago
  • Technology Industry Banker - Growth & Innovation Lead

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution in San Francisco seeks a Technology Associate Banker. The role involves building and managing client relationships, developing new business opportunities, and championing a culture of innovation. Candidates must have at least 3 years of experience in commercial banking and possess strong sales management skills. This position requires an understanding of banking products, excellent interpersonal skills, and the ability to work in a team, making it suitable for proactive individuals passionate about the innovation economy. #J-18808-Ljbffr
    $139k-177k yearly est. 1d ago
  • Vice President - Climate Tech Banking & Growth

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution in San Francisco seeks a Commercial Banker for its Climate Technology Banking team. This role involves building relationships with innovative companies and Venture Capital partners, focusing on business development and sales management. The ideal candidate will have over 5 years of experience in commercial banking with strong client relationship skills. A Bachelor's degree and relevant licenses are preferred. The position is full-time with a competitive benefits package including health coverage and retirement plans. #J-18808-Ljbffr
    $156k-215k yearly est. 4d ago
  • Community Lending Officer - Mira Vista

    Bank of America 4.7company rating

    Richmond, CA job

    Richmond, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** · Originates loans from multiple internal and external referral sources · Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers · Achieves production goals as defined by the business · Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities · Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements · Conducts monthly Home Buyer Workshops and Business Development meetings **Required Qualifications** **:** · 2+ years of experience in loan originations and/or home buyer education · Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs · Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending · Ability to organize and deliver Home Buyer Workshop presentations · Knowledge of community housing counseling agencies · Knowledge of community grant / downpayment programs · Strong written and verbal communications skills · Self-motivated and highly organized · Ability to prioritize multiple competing tasks **Desired Qualifications** **:** · Experience in first mortgage and HELOC · Familiar with FHA and HUD guidelines · Knowledge of local competition product offerings and real estate market dynamics · Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information · Solid time management skills and the ability to organize, prioritize and perform multipletasks simultaneously · Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences · Ability to analyze and comprehend complex financial data and provide appropriate financial solutions · Professional and effective interpersonal skills **Skills:** · Client Management · Customer and Client Focus · Loan Structuring · Oral Communications · Referral Management · Credit Documentation Requirements · Learning Delivery · Presentation Skills · Prospecting · Written Communications · Active Listening · Business Development · Credit and Risk Assessment · Data Collection and Entry · Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $52k-82k yearly est. 5d ago
  • Principal SRE: Foundations for Reliable Systems

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA job

    A top financial institution is seeking a Principal Site Reliability Engineer to enhance reliability and operational efficiency. The role involves managing critical incident management and infrastructure design. Candidates must have over 10 years of experience in site reliability engineering, along with strong technical and project leadership skills. This position offers the chance to influence end-to-end software development processes within a dynamic team environment. #J-18808-Ljbffr
    $141k-174k yearly est. 4d ago
  • Wealth Relationship Banker

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution is seeking a Private Client Banker to serve affluent clients in San Francisco. The role involves managing client banking relationships, actively acquiring new clients, and ensuring regulatory compliance. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and excellent communication abilities. This position requires adherence to various regulatory requirements, including Dodd Frank. Join us to help make a difference in our clients' financial journeys. #J-18808-Ljbffr
    $34k-50k yearly est. 1d ago
  • Senior Product Lead, API Marketplace Platform

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA job

    A leading financial services firm in California seeks a Senior Product Associate to leverage expertise in product development within the API Management Platform. The role requires a minimum of 3 years of product management experience, strong analytical skills, and proficient knowledge of tools like JIRA. You will identify new product opportunities and collaborate with cross-functional teams to enhance existing offerings. The position offers a competitive rewards package and emphasizes diversity and inclusion. #J-18808-Ljbffr
    $147k-189k yearly est. 1d ago
  • Investment Banking Analyst III Corporate Finance - San Francisco

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in San Francisco, CA

    Citizens is seeking an ambitious Investment Banking Analyst III to join our Investment Banking team in San Francisco. The Investment Banking Analyst III will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on healthcare and technology. Primary responsibilities include The responsibilities of the Analyst III include, but are not limited to, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in a financing or sale, and the preparation of pitch materials, client presentations, offering memoranda, proposals, and other written materials for meetings with clientele. Citizens offers junior banking professionals the opportunity to work closely with senior bankers and have direct interaction with current and prospective clients within Citizens' coverage universe, such as, though not exclusively, healthcare, technology, and real estate/gaming & lodging. Qualifications, Education, Certifications and/or Other Professional Credentials Minimum of 2 years of direct investment banking or transaction-related financial experience Industry knowledge and transaction experience within healthcare/technology is strongly preferred. Skills with the ability to express ideas in a persuasive, organized, and articulate manner. Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams. Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling and company or industry analysis. Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, challenging work environment. High degree of maturity and integrity with a positive and hardworking attitude. Excellent attention to detail. Full command of Microsoft Excel, PowerPoint, and Word. Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc. Hours & Work Schedule Hours per Week: 40 + Work Schedule: Monday to Friday Pay Transparency The salary range for this position is $120,000 to $130,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit h
    $120k-130k yearly Auto-Apply 1d ago

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