The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple Financial Consultants (FC's) within their individual businesses, as well as to support office initiatives. The SA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth, or Institutional capacity.
Position Competencies
Successful incumbents are customer focused, able to work independently, have exceptional teamwork, planning, and organizational skills, are creative and innovative as well as effective communicators and strong attention to detail and the ability to problem solve and multitask.
Position Responsibilities:
* This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service, and Teamwork. Some of the primary responsibilities are listed below.
* Assists with the opening and maintenance of client accounts and records.
* Ensure completion of all paperwork for clients.
* Provide accurate, timely and courteous responses to clients.
* Organize client files and set up systems to assist Financial Consultant with regular follow up.
* Research and resolve complex and sensitive client problems and questions.
* Complete understanding of policies and procedures for firm and regulatory compliance.
* Copy and retain all necessary documentation.
* Maintain accurate office logs.
* Back up other sales associates as required.
* Identify any issues regarding office procedures and escalate as appropriate.
* Participate in office or firm-wide initiatives as requested.
* Demonstrate teamwork, cooperativeness, and positivity.
* Follow appropriate approval channels for all correspondence and marketing.
* Create client correspondence/mailings as requested.
* Perform operational or administrative functions for client related requests (i.e., check request, wiring funds, address change, dividend information, etc.).
* Enter trades as licensing and firm rules allow.
Position Qualifications:
* High School/GED
* Advanced college degrees may count towards experience requirement
* Series 7 and Series 63 licenses required
* Willingness and ability to obtain FINRA Series 66 or 65, and resident state appropriate insurance and annuity licenses
* 5 years of experience in customer contact
* 2 years of experience in investments/brokerage industry and securities regulations
* 2 years of experience in Microsoft Office
Work Best Category: Category B - 3-4 days in office on designated days/1-2 days remote
Hours: 8:00am - 5:00pm Monday - Friday
Salary:
For candidates hired in the state of California, Colorado, Washington, New York, Illinois, Maryland, New Jersey, or Massachusetts the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $25.99 - $47.00 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
$26-47 hourly 43d ago
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Part Time Teller
Comerica 4.9
Comerica job in Monterey, CA
What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time * Employees Health, Dental, Vision * 401k match and Life Insurance * Employee Assistance Program
* Tuition Assistance Program (Full Time)
* Financial Coaching and Benefit Guidance
* Floating Cultural Holiday
* Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
* Retirement Plan
The Teller is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness, processing all transactions accurately and efficiently, contributing to the prescribed customer experience levels, maintaining disciplined operational objectives; all while striving for excellence in the execution of the mentioned areas. This position's work schedule involves occasional evenings/Saturdays, temporarily working at other assigned banking center locations based on staffing needs.
Position Responsibilities:
Customer Experience:
Introduce and refer customers to the platform through routine interactions
Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete Comerica's Teller Training Program. Follow company policies and procedures, regulations and security procedures, and completes necessary documents. Use the provided electronics to document all transactions during their shift. Reconcile all transactions during and at the end of their shift. Maintains customer confidence and protects bank operations by keeping information confidential. Resolve basic customer complaints. Impact the customer experience following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
Marketing Activities:
Complete assigned daily planning activities. Act as a digital ambassador to transition customers to digital solutions. Provide for customer engagement by introducing customers to Comerica's products/services, digital solutions and addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
Operational Risk:
Ensure compliance with applicable federal, state and local laws and Regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures.
Partnership:
Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners.
Position Qualifications:
* 6 months of Retail or financial sales experience OR 2 years of U.S. Military service OR 1 year of college
* 1 year of experience in customer service
* 1 year of experience with personal computer, systems data entry or internet search
Preferred Qualifications:
Cash handling experience in a retail or financial services environment Proficient with utilizing and navigating a computer system
Work Best Category: Category A - 100% in the office
Hours: Monday-Friday 8:30am-5:30pm; Satuday 8:30am-12:30pm. Part-time hours will be scheduled within timeframes listed (up to 28 hours).
Salary:
For candidates hired in the state of California, the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $23.00 - $29.33 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
$23-29.3 hourly 15d ago
Vice President, Investment Banking
TD Bank 4.5
San Francisco, CA job
Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre navigateur ou sélectionner Accepter pour consentir à l'utilisation des témoins.Avertissement : Pour les visiteurs de l'Union européenne et du Royaume-Uni, seuls les témoins strictement nécessaires sont utilisés sur ce site. Ces témoins sont nécessaires au bon fonctionnement du site Web et ne peuvent pas être désactivés. Ils sont généralement mis en place uniquement en réponse à des actions que vous effectuez et qui équivalent à une demande de services, comme configurer vos préférences en matière de confidentialité, ouvrir une session ou remplir des formulaires. Vous pouvez configurer votre navigateur pour qu'il bloque ces témoins; toutefois, certaines sections du site ne fonctionneront pas. Ces témoins n'enregistrent pas de renseignements personnels permettant l'identification.**Work Location**:San Francisco, Californie, États-Unis d'Amérique**Hours:**40**Line of Business:**Valeurs Mobilières TD**Pay Detail:**$250,000 - $275,000 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.**Job Description:**The VP Investment Banking TDS provides professional level of expertise as part of a client team and liaises with clients at various levels and helps execute on transactions.**Depth & Scope:*** Develops transaction ideas and discusses appropriate context with senior coverage team members* Develops revenue in all product areas and executes transactions* Demonstrates relevant market / industry / product knowledge* Structures/delivers high impact presentations* Maintains client relationships and keeps them informed as deals progress* Keeps more senior M&A and coverage officers informed as deals progress/issues arise* Liaises and/or interacts with clients at all levels (CFO, Treasurer, Assistant Treasurer, etc.)* Liaises with clients primarily at CEO and CFO level* Executes on deals, generating or contributing to increases in revenue levels* Directs, trains, and develops team members to enable them to meet challenges department objectives and achieve full potential* Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank* Maintains confidentiality of client information* Accountable for providing expertise and support to senior coverage team members in execution of transactions and deal structure by providing expertise and knowledge of relevant markets/industries/products* Develops recommendations/ideas for transactions and revenue generation, structures/delivers presentations, and manages deals/transactions as they progress/issues arise (escalating and keeping senior coverage officers informed as required)* Liaises and maintains client relationships* Acts as an experienced specialist for an assigned business or portfolio; role requires deep knowledge**Education & Experience:*** Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics* Series 7, 79 and 63* 5-7 Years of related experience**Physical Requirements:**Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%* Domestic Travel - Occasional* International Travel - Never* Performing sedentary work - Continuous* Performing multiple tasks - Continuous* Operating standard office equipment - Continuous* Responding quickly to sounds - Occasional* Sitting - Continuous* Standing - Occasional* Walking - Occasional* Moving safely in confined spaces - Occasional* Lifting/Carrying (under 25 lbs.) - Occasional* Lifting/Carrying (over 25 lbs.) - Never* Squatting - Occasional* Bending - Occasional* Kneeling - Never* Crawling - Never* Climbing - Never* Reaching overhead - Never* Reaching forward - Occasional* Pushing - Never* Pulling - Never* Twisting - Never* Concentrating for long periods of time - Continuous* Applying common sense to deal with problems involving standardized situations - Continuous* Reading, writing and comprehending instructions - Continuous* Adding, subtracting, multiplying and dividing - ContinuousThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.**Who We Are**TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.**Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.**Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of
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$250k-275k yearly 3d ago
Investment Banking Associate, Renewables
Keycorp 4.4
San Francisco, CA job
Investment Banking Associate, Renewables page is loaded## Investment Banking Associate, Renewableslocations: San Francisco, CAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 1, 2026 (30+ days left to apply)job requisition id: R-34342**Location:**1 California Street, San Francisco CaliforniaJob DescriptionThe Associate in KeyBanc Capital Markets' (KBCM) actively work with industry bankers and product groups in cross-functional teams originating and executing a wide variety of advisory and public/private capital mandates. Associates act as the primary day-to-day contact for execution support, including; financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including information memorandums, management presentations, industry white papers, etc. Associates play a central role coordinating the activities of all team members. Primary responsibilities include supporting senior bankers in developing junior analysts and helping with special projects to further develop the practice. An Associate in KBCM enjoys a unique developmental opportunity as junior bankers have the opportunity for far greater responsibility and recognition than at other investment banks.**Responsibilities*** Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice* Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.**Core Competencies*** All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.**Qualifications*** 3+ years of relevant experience in investment banking* Experience in managing and training junior investment bankers* Strong educational background with a Bachelors* Excellent business writing and financial analysis skills* Proven ability to work well in a fast-paced team environment* Outstanding work ethic* Must be willing to travel when necessary* Series 79 and 63 licenses preferred COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $123,000.00 - $257,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.Equal Pay Posting LanguageThis position is eligible to earn a base salary in the range of $175,000 to $200,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includeseligibility forshort-term incentive compensation and deferred incentive compensation subject to individual and company performance.Please click for a list of benefits for which this position is eligible.Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.Job Posting Expiration Date: 02/01/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR\_**********************. #LI-RemoteKeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.
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$175k-200k yearly 2d ago
Impactful Private Wealth Relationship Manager
Bank of America 4.7
San Francisco, CA job
A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth.
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$69k-109k yearly est. 5d ago
Environmental Finance - Assistant Director of Project Management - Project Finance
U.S. Bank 4.6
San Francisco, CA job
Environmental Finance - Assistant Director of Project Management - Project Finance page is loaded## Environmental Finance - Assistant Director of Project Management - Project Financelocations: Saint Louis, MO: San Francisco, CA: Charlotte, NC: New York, NY: Chicago, ILtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 6, 2026 (30+ days left to apply)job requisition id: 2025-0028280At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.## **Job Description**USBIF is currently seeking a candidate to join our growing team of finance professionals as an Assistant Director of Project Management (ADPM). The ADPM's responsibilities include leading a team of Project Managers (PMs) and Project Manager Associates (“PMAs”) who underwrite, structure, negotiate, close, and asset manage complex renewable energy Project Finance loans. The ADPM is responsible for managing the PMs and PMAs on their team to balance 1) production capacity to achieve volume and profitability goals as well as the management of a growing portfolio of assets while maintaining credit quality, 2) the customer experience, and 3) work-life balance for the team.**Job Responsibilities:** • Train, mentor, and be an ongoing resource to team members throughout underwriting, closing, and asset management. Coach PMs/PMAs to maintain a balanced approach to timely identifying issues, problem solving, and managing risk. • Review, provide constructive feedback, and approve credit packages for the team, ensuring product and credit quality are maintained. • Coach and develop PM Team staff in support of achieving their individual business goals, including short-term personal goals and long-term career paths. • Maintain a culture of inclusion where all people and perspectives are valued and leveraged; recognize and reward contributions and accomplishments. • Build and maintain a sense of team culture and teamwork within the group. Transparently share information and provide context for management and strategic decisions. • Organize and lead meetings (internal group meetings, process improvements, feedback sessions, training, and knowledge sharing). • Work collaboratively with the PM leadership team on staff assessments, consistency in talent management practices, planning, developing training resources and identifying opportunities to enhance the employee experience. • Actively work to improve processes, leverage best practices, increase efficiencies, and coordinate across other functional departments to enhance the customer experience. • Responsible for keeping current on commercial lending policies, products, and services. • Ensure team compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Acts, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas.**Basic Qualifications** - Typically Bachelor's degree, or equivalent work experience - Typically 10 or more years of banking and/or tax credit industry experience - Typically three or more years of management experience**Preferred Skills/Experience:** • In depth knowledge of complex renewable energy project finance transactions, loan documentation, and deal structure mechanics • High degree of familiarity with utilizing project finance models to underwrite debt and/or tax equity. • In-depth knowledge of construction/term project finance lending and related products. • Detailed knowledge of critical aspects of renewable energy project underwriting, including equipment and performance review as well as a baseline understanding of U.S. energy markets including regulatory structures, physical and synthetic forms of power agreements and derivatives, as well as renewables-focused regional incentives. • Familiarity with critical banking processes and procedures, including credit policy review and approval. • Expertise with investor and/or lender risk mitigation. Ability to apply knowledge to new business opportunities (e.g. new tax credit programs, new asset classes or products) to address relevant risks and benefits. • Demonstrated ability to effectively coordinate and manage people, processes and customer relations. • A team player who leads by example, promoting learning and mentorship with excellent interpersonal and teamwork skills. • Able to manage a staff working on multiple transactions at different stages concurrently while in different locations across the country. • Ability to conceptualize and structure complicated transactions that rely on knowledge of the industry, accounting practices, financing tools and underlying operating businesses. • Ability to read and negotiate complex legal documents and work effectively with attorneys when needed. • Demonstrated ability to navigate internally to problem solve and find answers or paths forward when one is not readily clear. • Effective listener and advanced communication skills, both oral and written. • Highly motivated self-starter who has a good attention to detail, growth mindset, and ability to be comfortable in periods of unpredictability. • Energized by working in a collaborative team environment that is dynamic and evolving.**Location Expectations** The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .**Benefits:**Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):* Healthcare (medical, dental, vision)* Basic term and optional term life insurance* Short-term and long-term disability* Pregnancy disability and parental leave* 401(k) and employer-funded retirement plan* Paid vacation (from two to five weeks depending on salary grade and tenure)* Up to 11 paid holiday opportunities* Adoption assistance* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.**E-Verify**U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits
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$126k-173k yearly est. 5d ago
Technical Product Consultant
BMO Harris Bank 4.1
California job
Application Deadline:
01/29/2026
Address:
VIRTUAL(R)13 - HomeRes - IL
Job Family Group:
Commercial Sales & Service
Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
Leads and executes business development plans so that business goals are achieved or exceeded.
Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms.
Support technical implementation, including system configuration, testing, and integrations.
Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance).
Provide troubleshooting and post-implementation support.
Collaborate with Product, Tech, and Operations teams.
Participates on client calls as required.
Addresses customer services issues according to established guidelines, escalating as required.
Develops solutions for customer issues, engaging multiple stakeholders as required.
Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients.
Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk.
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments.
Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
Designs comprehensive training programs to enhance team capabilities and align with strategic objectives.
Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments.
Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
Responds to and facilitates the resolution of client service requests.
Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
5+ years in Trade Finance or Supply Chain Solutions Products.
Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Advanced level of proficiency:
Product Knowledge
Regulatory Compliance
Data Analysis Reporting
Document Management
Microsoft Office
Project Management
Problem-Solving
Detail-Oriented
People Management
Stakeholder Management
Strategic Thinking
Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$88.8k-165.6k yearly Auto-Apply 9d ago
Manager, Sustainability Disclosure & Data Governance
BMO Harris Bank 4.1
San Francisco, CA job
Application Deadline:
01/29/2026
Address:
180 Montgomery St.
Job Family Group:
Strategy & Change
MANDATE
Reporting to the Senior Manager, Sustainability Disclosure & Data Governance, this enterprise-wide role supports BMO's sustainability strategy, stakeholder engagement, management reporting and annual sustainability and climate disclosures. The Manager maintains and executes effective internal controls for voluntary and regulatory sustainability and climate reporting.
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KEY ACCOUNTABILITIES:
Disclosure
Manage project plans and reporting activities for timely delivery of sustainability and climate disclosures.
Align reports with voluntary frameworks and regulatory requirements.
Collect and validate sustainability data, advise on development of balanced, credible and streamlined disclosures, and oversee review/sign-off.
Select and manage third-party resources (consultants, writers, designers, translators).
Support assurance processes, address findings, and drive continuous improvement.
Monitor evolving standards and regulations (OSFI, ISSB/CSSB, CSRD, national, jurisdictional), assess impacts, and recommend enhancements and compliance approach.
Lead responses to external ratings/rankings and advise on continuous improvement opportunities.
Coordinate design, translation and website posting of public facing materials.
Maintain and update website content, as needed.
Data Governance
Implement and maintain robust data governance and internal controls for accurate, auditable reporting.
Develop and act as subject-matter expert on policies, processes, and regulatory requirements.
Lead adoption and optimization of sustainability reporting software (Workiva) and provide training, communication, and troubleshooting.
Prepare presentations and messaging for senior management as needed.
KNOWLEDGE AND SKILLS:
Degree in sustainability, business, finance, accounting or related field; Master's preferred.
3-5 years' experience in financial services, audit/assurance, or sustainability.
Strong knowledge of reporting processes and internal control frameworks.
Excellent communication, analytical, and project management skills.
Ability to manage cross-functional collaboration and navigate complex environments.
Self-starter with strong problem-solving and change management capabilities.
Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$88.8k-165.6k yearly Auto-Apply 7d ago
Relationship Banker
Comerica 4.9
Comerica job in San Ramon, CA
What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time Employees * Health, Dental, Vision, 401k match and Life Insurance * Employee Assistance Program
* Tuition Assistance Program (Full Time)
* Financial Coaching and Benefit Guidance
* Floating Cultural Holiday
* Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
* Retirement Plan
The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas.
This position will support Banking Centers within the District. May require working occasional Saturdays.
Position Responsibilities:
Marketing Activities:
* Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
* Complete assigned daily planning activities.
* Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
* Act as a digital ambassador to transition customers to digital solutions.
* Initiate quality financial wellness conversations to add value to customers relationships.
* Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
* Assist in community awareness events to increase bank outreach and foster new business relationships.
* Effective utilization of converge for customer relationship management.
Operational Risk:
* Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
* Ensure compliance and completion of necessary compliance related training.
* Impact the operational and risk activities and related results for the RB role within the Banking Center.
* Adhere to all Banking Center Risk Assessment and Compliance Standards.
* Control and mitigate losses by following policies and procedures.
Customer Experience Management:
* Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
* Lead and oversee banking center activities in the absence of Banking Manager.
* Consistently assess needs and add value to customers and prospects.
* Educate and fulfill customer requests, routine and complex.
* Resolve customer complaints.
* Maintain and add value to deepen existing relationships.
* Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
* Must successfully complete Comerica Platform Training Program.
* Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
* Perform routine Teller transactions as needed.
* Maintain customer confidence and protects bank operations by keeping information confidential.
Partnership:
* Consistently impact the efforts that improve Banking Center Collaboration.
* Identify opportunities to add value to customers by introducing them to partners.
Position Qualifications:
* Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience
* 1 Year of Customer Service experience
* 1 Year of Consumer Sales experience
* 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
Work Best Category: Category A - 100% in the office
Hours: Monday-Friday 8:30am-5:30pm
Salary:
For candidates hired in the state of California, the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $27.00 - $33.00 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
$27-33 hourly 8d ago
Senior Fraud Investigator
East West Bank 4.7
El Monte, CA job
Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
The Senior Fraud Investigator reports directly to the Fraud Investigations Supervisor, Assistant Manager or Risk & Operations Manager. The Senior Fraud Investigator will be responsible for investigating more complex suspected fraud events and mitigating loss exposure. This exempt position follows an assigned work schedule and is expected to manage the time effectively to meet investigative deadlines and handle assigned case volume. Your expertise will support loss prevention, regulatory compliance, and risk mitigation efforts across the organization.
In addition, the Senior Fraud Investigator will serve as both a mentor and Subject Matter Expert resource to the more junior investigators. The Senior Investigator should be well versed in new and emerging fraud trends and the potential impact.
Must be a self-motivated individual with the ability to adapt to changing priorities, analytical and focused with the ability to analyze documents and reports. May be required to support junior level investigators.
Responsibilities
Investigate suspected fraud events and reduce potential loss exposure by being compliant with applicable policies and procedures.
Review fraud detection reports to identify and escalate potentially fraudulent activity and/or suspicious activity.
Review and assess outgoing wire transfer requests within the established SLA, following policy and procedures, and present findings or concerns to management for final approval in accordance with fraud controls.
Identify gaps, control weaknesses, or patterns learned through investigations and analysis, and present practical ideas or solutions to management to help close those gaps and prevent future fraud.
Analyze transaction patterns, customer behaviors, and referrals to identify suspicious activity and potential fraud schemes.
Utilize bank systems, resources, policies and procedures to evaluate accounts and situations that may require unique treatment and a specialized approach.
Conduct interviews with victims, suspects, and internal stakeholders to gather facts and evidence
Complete thorough investigations to determine the presence of fraud and/or high-risk activity and take appropriate actions.
Prepare detailed case files, investigative summaries, and supporting documentation for internal stakeholders.
Present findings and investigative recommendations to the manager, senior management, and internal legal counsel for case resolution and next steps.
Provide guidance to business partners to ensure appropriate actions are taken to mitigate losses and loss exposure.
Provide mentoring, training and guidance to junior investigators.
File Possible Suspicious Activity Report (PSARs) or internal reports within the required timeframes.
May assist with validation testing for various departmental risk processes and technological upgrades.
Meet or exceed departmental goals and key performance indicators (KPIs) related to investigation quality, timeliness and resolution.
Operate with minimal supervision and demonstrate strong independent judgement in completing assignments.
Review designer procedures to ensure they are up to date and in compliance with EWB established policies.
Evaluates and analyzes current processes and provides recommendations as needed
Learn, understand, and maintain knowledge of all fraud investigation functions, processes, tools, and systems to support comprehensive case handling and departmental operations.
Manage caseloads and investigative assignments effectively by organizing workload, using strong time management to ensure timely, prioritized case handling based on risk, impact, and volume expectations.
Perform quality assurance reviews of fraud cases, reports to ensure accuracy, completeness, and adherence to investigative standards.
Assists in the preparation and walk-through of internal audits.
May perform other duties as assigned
Qualifications
At least 5+ years of previous fraud investigations experience, preferably within banking
High school degree required, Bachelor's degree preferred
Alternative combination of education and experience: Associate degree or 7+ years of banking center or investigative experience
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation The base pay range for this position is USD $71,000.00/Yr. - USD $83,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
$71k-83k yearly Auto-Apply 60d+ ago
Portfolio Manager - Technology and Life Sciences - Israel
Comerica 4.9
Comerica job in San Francisco, CA
Portfolio Manager Under general or minimal supervision, and in conjunction with RMs, manages the moderately complex aspects of a portfolio of existing customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains a basic understanding of commercial, economic and financial circumstances and how they impact the customers and prospective customers under their management. Coordinates with key internal partners to support servicing of existing customer base.
Position Responsibilities:
Portfolio and Risk Management
* Retain and manage existing loan portfolio, taking ownership of all reviews and renewals for existing credit customers.
* Formulates an opinion of whether such relationships continue to be an acceptable risk.
* Decides loan terms and conditions if within own credit limits or makes recommendations to appropriate authority.
* Develops and maintains direct relationships with customers including a calling/contact effort with target of minimum in person contact of 2x per year.
* Provide oversight and guidance to credit support in underwriting for renewals and reviews.
Provide qualitative input for RECAP creation.
* Works in conjunction with manager to prepare for and present at loan committees and credit quality reviews as applicable.
* Coordinate with Loan Closers to facilitate closing of renewals or amendments.
* Adheres to Risk Management policies and guidelines, i.e. regulatory compliance, portfolio and credit quality, and portfolio management.
* Assists with monitoring existing loans to ensure compliance with terms of loan agreement and recommends corrective action on variances.
* Basic understanding of customers under their management.
* Identify & resolve operational and credit issues with loans held in portfolio with general supervision.
* Provide oversight and guidance to credit support in underwriting for renewals and reviews with general supervision.
* Manage all non-loan credit and product risk products for existing clients, incl. treasury (ACH, Business deposit capture, etc.,) approvals and documentation.
* Management of ad hoc and regulatory reporting within existing portfolio [both internal and external requests].
* Monitor, track, and assist in the collection of past due loan payments, exceptions, overdrafts, and maturing loans.
* Provide day-to-day servicing of portfolio including credit risk monitoring.
* Conducts interviews to develop information concerning the nature of the customer's business, financing or other needs.
Profitability:
* Identify and close appropriate incremental financial solutions with the goal of retention and some expansion, in coordination with the RM (cross sales).
* Retain existing portfolio and associated profitability.
Additional Duties:
* Promotes public bank image by being involved in meaningful community and business development activities, as appropriate.
Position Qualifications:
First Level Officer, Portfolio Manager I
* Bachelor's Degree from an accredited university
* Completion of a formal credit training program
* 18+ months (2 years preferred) of experience underwriting commercial loans
Assistant Vice President, Portfolio Manager II
* Bachelor's Degree from an accredited university
* Completion of a formal credit training program
* 3 years of commercial underwriting, credit and/or lending experience
Work Best Category: Category B - 3-4 days in office on designated days/1-2 days remote
Hours: 8:00am - 5:00pm Monday - Friday
Salary:
For candidates hired in the state of California or New York, the expected salary/On-Target Earnings (OTE) range for the role is currently:
* New York - $90,000 - $168,750 Annually
* California - $90,000 - $168,750 Annually
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
$90k-168.8k yearly 60d+ ago
Global Capital Markets Summer Analyst Program- 2027
Bank of America Corporation 4.7
San Francisco, CA job
Please Note: The Rates and Currencies Solutions Program is a separate application though it is a subdivision for Global Capital Markets. If you are interested in Rates and Currencies Solutions, please see the appropriate application link here We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Capital Markets business is focused on providing financial solutions across the capital structure and our Summer Analyst program will offer you insight into this business. Your training and development are our top priority, with extensive formal training offered at the start of the program in addition to on-the-job support, educational speaker events and mentorship throughout. Our capital markets internships offers you the ability to intern within one of the below groups.
* Equity Capital Markets (ECM) is a product group within Global Capital Markets that focuses on raising equity (and equity-linked) capital for corporate clients, including financial sponsors. The group is split into four subgroups: Cash Origination, which focuses on the origination and execution of IPOs, follow-ons, and block trades; Strategic Equity Solutions Group (SESG), which focuses on the origination and execution of convertibles, At-the-Market (ATM) dribble programs, share repurchases, and derivative solutions for secondary sellers; Private Capital Markets (PCM), which focuses on the origination and execution of pre-IPO private capital as well as PIPEs; and ECM Syndicate, which is the execution arm for all public market transactions, including IPOs, follow-ons, blocks, and convertibles. In addition to our core advisory responsibilities, the group also is tasked with keeping clients up to date on the equity markets and macroeconomic events.
* Investment Grade Capital Markets offers insight into the capital raising process with extensive formal training and mentorship throughout the program. Summer analysts are integral members of our team and will work closely with senior colleagues to gain exposure to a wide spectrum of clients, from large corporations to small-cap companies, as well as a variety of financing projects including regular-way debt capital raising, acquisition financing, liability management, and capital structure advisory. The Investment Grade Capital Markets Summer Analyst program prepares graduates for a career in capital markets through exposure to macroeconomics and their impact on capital markets, client coverage responsibilities and business development efforts, as well as the capital raising process and specific technical training on investment banking functions and credit markets.
* Debt Advisory is a division of Global Capital Markets within the Global Corporate & Investment Bank. The team is a leader in liability management services, working with clients across the credit spectrum from A-rated Fortune 50 investment grade companies to high yield issuers, from performing to distressed facing imminent default. Clients include corporations, financial sponsors, financial institutions, governments and multilateral institutions across sectors around the world. Situations frequently supported by Debt Advisory include refinancing transactions, capital structure changes, mergers and acquisitions, spin-off transactions and divestitures, leveraged buyouts, bond covenant modifications and distressed situations. Debt Advisory executes transactions focusing on existing debt such as tender offers, exchange offers, consent solicitations, refinancings, recapitalizations, open market repurchases and capital market restructuring. Debt Advisory works closely with Investment Grade Debt Capital Markets, Leveraged Finance and the Global Corporate & Investment Banking coverage teams to provide solutions for our debt clients.
* Latin America Debt Capital Markets (LatAm DCM) performs comprehensive, in-depth research on companies, sectors in Latin American and Caribbean countries. In this role, you will prepare recommendations on timing, size, and currency for Sovereign transactions in the region as well as work with various teams across the firm including Investment Banking and Corporate banking in each of our offices covering Latin America and the Caribbean.
* Sustainable Banking Solutions provides deep expertise on ESG topics affecting clients funding needs, valuation, and strategic decisions. We offer a full spectrum of capital markets products and maintain seamless coordination with our Investment Banking, Corporate Banking and Capital Markets partners.
* Leveraged Finance helps non-investment grade clients raise debt capital. Situations include Leveraged Buyouts (LBOs), Corporate M&A, Dividend Recapitalizations, and debt refinancing. The Leveraged Finance team works closely with groups across the Global Corporate & Investment Bank (GCIB) to deliver solutions for our clients and is consistently ranked either #1 or #2 on Wall Street by Dealogic
As a summer analyst, your key tasks and responsibilities may include but are not limited to:
* Performing comprehensive, in-depth research on companies, sectors, new issue market, general market conditions and institutional investors
* Prepare recommendations on timing, size and structure of transactions
* Work with various teams across the firm including Investment Banking and Global Markets
* Transaction execution and preparation of related documents
Qualifications
* Candidates must be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028
* Must demonstrate a track record of superior performance in extracurricular and professional activities
* 3.5 minimum GPA preferred
* Must have a combination of strong quantitative/analytical skills, attention to detail and client focus
* Strategic and creative thinking; distinguished written and oral communications skills
* Assertiveness, initiative, leadership, strong work ethic, team focus
* Ability to learn quickly and take on new responsibilities
* Dedication to building a career in the capital markets industry
Bank of America does not complete third party forms from colleges, universities, or other parties.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
$58k-83k yearly est. 6d ago
Wealth Management Lending Officer
Bank of America 4.7
Westlake Village, CA job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for developing and maintaining a network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. 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:
Manages prospecting clients and the initial structuring processes, while determining customer financial objectives and lending needs
Negotiates with the client on lending terms, preparing deal justification and related documentation, and advising on related policies and guidelines
Maintains a network of relationships to drive business referrals for lending opportunities
Works directly with clients through final loan approval and closing as necessary and ensures data quality of client and deal information
Provides guidance to effectively challenge and influence the strategic direction and tactical approaches of priority decisions
Maintains thorough knowledge of lending programs, policies, procedures, and regulatory requirements and understands the suite of Wealth Management products and services to support business requirements
Manages multiple tasks and sets priorities in line with the bank's overall strategy and prioritization
Required Qualifications:
Minimum of five years of experience in a loan origination role with significant experience working with ultra-high net worth and affluent client base
Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals
Strong background in the credit solutions, ranging from standard to custom mortgage products and other securities-based lending
Significant experience building relationships with clients
Understands processing, underwriting and/or closing procedures
Working knowledge of federal regulations governing real estate lending
Strong communicator, both verbally and in writing
Self-motivated and highly organized
Can prioritize multiple competing tasks
Can build and maintain solid referral base (that is, strong community involvement/ties, established relationship with assigned Merrill Lynch financial advisors)
Uses appropriate interpersonal styles, communication methods and approaches to gain clients
Understands that the level of service provided is directly correlated to driving sales volume
Note: Series 7 and 63 licensing is not required but may be maintained permissively
Desired Qualifications:
Familiarity with FHA and HUD guidelines
Strong computer skills, including Microsoft applications and previous experience using laptop technology for communication purposes including accessing rate, credit and loan status information
Demonstrates adaptability and flexibility
Has a positive attitude
Ability to take ownership/accountability and demonstrates integrity
Bachelor's Degree in business or related field
Skills:
Client Solutions Advisory
Collaboration
Data Privacy and Protection
Influence
Networking
Attention to Detail
Client Management
Credit Documentation Requirements
Customer and Client Focus
Problem Solving
Active Listening
Causation Analysis
Conflict Management
Loan Structuring
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - CA - Woodland Hills - 21215 BURBANK BLVD (CA7810) Pay and benefits information Pay range$65,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$65k-90k yearly Auto-Apply 42d ago
Private Wealth Relationship Manager (FP)
Bank of America 4.7
San Francisco, CA job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource.
Skills
Account Management
Business Acumen
Client Management
Client Solutions Advisory
Referral Identification
Referral Management
Relationship Building
Administrative Services
Client Investments Management
Customer Service Management
Process Simplification
Required Qualifications
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
Maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution
Desired Qualifications
Accounting experience/Personal Tax Planning or CPA experience
Invested in personal development with the Private Wealth Management Team
Bachelor's degree or higher in related field
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Age
Age requirement: Must at least be 18 years of age.
Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling **************. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.
#J-18808-Ljbffr
$69k-109k yearly est. 5d ago
Part Time Teller
Comerica 4.9
Comerica job in Salinas, CA
What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time * Employees Health, Dental, Vision * 401k match and Life Insurance * Employee Assistance Program
* Tuition Assistance Program (Full Time)
* Financial Coaching and Benefit Guidance
* Floating Cultural Holiday
* Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
* Retirement Plan
The Teller is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness, processing all transactions accurately and efficiently, contributing to the prescribed customer experience levels, maintaining disciplined operational objectives; all while striving for excellence in the execution of the mentioned areas. This position's work schedule involves occasional evenings/Saturdays, temporarily working at other assigned banking center locations based on staffing needs.
Position Responsibilities:
Customer Experience:
Introduce and refer customers to the platform through routine interactions
Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete Comerica's Teller Training Program. Follow company policies and procedures, regulations and security procedures, and completes necessary documents. Use the provided electronics to document all transactions during their shift. Reconcile all transactions during and at the end of their shift. Maintains customer confidence and protects bank operations by keeping information confidential. Resolve basic customer complaints. Impact the customer experience following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
Marketing Activities:
Complete assigned daily planning activities. Act as a digital ambassador to transition customers to digital solutions. Provide for customer engagement by introducing customers to Comerica's products/services, digital solutions and addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
Operational Risk:
Ensure compliance with applicable federal, state and local laws and Regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures.
Partnership:
Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners.
Position Qualifications:
* 6 months of Retail or financial sales experience OR 2 years of U.S. Military service OR 1 year of college
* 1 year of experience in customer service
* 1 year of experience with personal computer, systems data entry or internet search
Preferred Qualifications:
Cash handling experience in a retail or financial services environment Proficient with utilizing and navigating a computer system
Work Best Category: Category A - 100% in the office
Hours: Monday-Friday 8:20am-5:20pm; Saturday 8:45am-12:45pm. Part-time hours will be scheduled within timeframes listed.
Salary:
For candidates hired in the state of California, the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $23.00 - $29.33 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
$23-29.3 hourly 1d ago
Relationship Banker
Comerica 4.9
Comerica job in Santa Monica, CA
What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time Employees * Health, Dental, Vision, 401k match and Life Insurance * Employee Assistance Program
* Tuition Assistance Program (Full Time)
* Financial Coaching and Benefit Guidance
* Floating Cultural Holiday
* Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
* Retirement Plan
The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas.
This position will support Banking Centers within the District. May require working occasional Saturdays.
Position Responsibilities:
Marketing Activities:
* Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
* Complete assigned daily planning activities.
* Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
* Act as a digital ambassador to transition customers to digital solutions.
* Initiate quality financial wellness conversations to add value to customers relationships.
* Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
* Assist in community awareness events to increase bank outreach and foster new business relationships.
* Effective utilization of converge for customer relationship management.
Operational Risk:
* Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
* Ensure compliance and completion of necessary compliance related training.
* Impact the operational and risk activities and related results for the RB role within the Banking Center.
* Adhere to all Banking Center Risk Assessment and Compliance Standards.
* Control and mitigate losses by following policies and procedures.
Customer Experience Management:
* Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
* Lead and oversee banking center activities in the absence of Banking Manager.
* Consistently assess needs and add value to customers and prospects.
* Educate and fulfill customer requests, routine and complex.
* Resolve customer complaints.
* Maintain and add value to deepen existing relationships.
* Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
* Must successfully complete Comerica Platform Training Program.
* Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
* Perform routine Teller transactions as needed.
* Maintain customer confidence and protects bank operations by keeping information confidential.
Partnership:
* Consistently impact the efforts that improve Banking Center Collaboration.
* Identify opportunities to add value to customers by introducing them to partners.
Position Qualifications:
* Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience
* 1 Year of Customer Service experience
* 1 Year of Consumer Sales experience
* 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
Work Best Category: Category A - 100% in the office
Hours: Monday-Friday 8:30am-5:30pm; some Saturday hours required 8:30am-12:30pm; Full-time hours will be scheduled during the timeframes listed.
Salary:
For candidates hired in the state of California, the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $25.88 - $31.63 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
$25.9-31.6 hourly 6d ago
Bank Manager
Comerica 4.9
Comerica job in South Pasadena, CA
The Bank Manager is responsible for the overall leadership, management, and success of a Retail Banking Center(s). This is accomplished by ensuring banker readiness of all Relationship Bankers, conducting, and leading growth, contributing to a successful customer centric experience, and proactively managing operational risk activities while striving for excellence in execution in each of the mentioned areas. The Bank Manager will also provide transformational leadership in all areas.
This position's work schedule involves occasional evenings/Saturdays and temporarily working at other assigned banking center locations based on staffing needs.
Position Responsibilities:
Leadership Activities:
Lead, coach, evaluate, execute, and impact the proactive leadership activities for the attraction, expansion, and retention of customers. Develop banking center plans to determine, coordinate and execute growth activities by aligning weekly goals with sales and operations activities. Deliver daily coaching and evaluations for effective execution. Provide effective new consumer onboarding and engagement by routinely strengthening new and current customer relationships, introducing new and existing customers to Comerica's products and services, and addressing customer questions. Responsible for the acquisition of consumer business through the effective use of leadership activities. Participate in community involvement activities to increase bank outreach and foster new business client relationships at the banking center. Identify opportunities to introduce customers to partners at appropriate moments. Encourage referrals from client relationships and COI's.
Talent Leadership:
Develop and manage a high-performing team. Directly manage the day-to-day Human Resources processes for employees, including selection, training, performance management, disciplinary actions, individual career development, recognition, and retention.
Operational Risk:
Accountable for the compliance with applicable federal, state, and local laws and regulations; and Comerica policies and procedures. Recommend corrections when necessary. Ensure completion of necessary compliance related training for the colleagues at their banking center(s). Lead, coach, evaluate, and impact the overall management evaluation of operational and risk activities, and results within the Banking Center. Approve transactions within authorities. Manage the execution of opening/closing procedures.
Customer Experience:
Lead, manage and coach team to be able to assess customer and prospect needs and offer appropriate solutions. Ensure all colleagues, demonstrate the knowledge and skills to execute on customer needs. Proactively seeks to learn about new products, services, technologies, and customer service tactics; teaches others. Educate and fulfill customer requests, routine and complex. Resolve complex customer complaints. Impact the customer experience by leading, managing, and coaching colleagues using the defined customer experience guidelines.
Partnership Activities:
Lead, coach, evaluate, and impact the overall management of colleague efforts involving Banking Center Collaboration, i.e., referrals and closed business and the activities that support partnerships. Partner with defined Small Business Banker to grow business revenue and business customer experience. Proactively identify opportunities to introduce customers to partners.
Qualifications:
* Bachelor's Degree from Accredited University OR 4 years of relevant experience
* 3 Years Management experience with staff development
* 3 Years Consumer/Business sales development experience
* 1 Year experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
Work Best Category: Category A - 100% in the office
Hours: Monday-Friday 8:30am-5:30pm; Occasional Saturdays 8:30am-12:30pm
Salary:
For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $74,750 - $120,750 Annually
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
$74.8k-120.8k yearly 51d ago
Commercial Banking Intern Los Angeles, CA
Comerica 4.9
Comerica job in Los Angeles, CA
Intern I The Intern I position is an entry-level and learning focused position. The Intern I gains exposure to various departments within the company, working on hands-on projects and supporting business units in their daily operations. This position is designed to provide undergraduate students with a valuable learning experience in the financial services industry.
This internship role is intended for a multi-week internship, e.g., 8-12 weeks.
Position Responsibilities
Participate in a line of business intern program which includes but is not limited to completing required activities that introduce the Intern to a line of business' leadership, strategies, and programs. Activities could include,
* Assist in preparing financial reports, presentations, and data analyses.
* Conduct market research and competitor analysis.
* Provide support in data entry, system updates, and database management.
* Assist with administrative tasks such as scheduling meetings, preparing materials, and organizing documents.
* Participate in team meetings, offering insights and learning from various team members and leaders.
* Shadow senior team members to understand key business functions (e.g., risk management, investment analysis, client services).
* Contribute to small projects under supervision, ensuring timely delivery and quality work.
Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the company's culture, values, and business units.
Other duties assigned.
Position Qualifications
* Current undergraduate student pursuing a degree in Finance, Economics, Business Administration, Information Systems, or a related field
* Strong academic performance (GPA of 3.0 or above)
Looking to learn more about this position:
Please visit *********************************************************
for details on day-to-day responsibilities, qualifications, and team dynamic
Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days
Hours: 8:00am - 5:00pm Monday - Friday
Salary:
For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $28.25 - $51.08 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
$28.3-51.1 hourly 60d+ ago
Part Time Teller
Comerica 4.9
Comerica job in Santa Cruz, CA
What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time * Employees Health, Dental, Vision * 401k match and Life Insurance * Employee Assistance Program
* Tuition Assistance Program (Full Time)
* Financial Coaching and Benefit Guidance
* Floating Cultural Holiday
* Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
* Retirement Plan
The Teller is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness, processing all transactions accurately and efficiently, contributing to the prescribed customer experience levels, maintaining disciplined operational objectives; all while striving for excellence in the execution of the mentioned areas. This position's work schedule involves occasional evenings/Saturdays, temporarily working at other assigned banking center locations based on staffing needs.
Position Responsibilities:
Customer Experience:
Introduce and refer customers to the platform through routine interactions
Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete Comerica's Teller Training Program. Follow company policies and procedures, regulations and security procedures, and completes necessary documents. Use the provided electronics to document all transactions during their shift. Reconcile all transactions during and at the end of their shift. Maintains customer confidence and protects bank operations by keeping information confidential. Resolve basic customer complaints. Impact the customer experience following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
Marketing Activities:
Complete assigned daily planning activities. Act as a digital ambassador to transition customers to digital solutions. Provide for customer engagement by introducing customers to Comerica's products/services, digital solutions and addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
Operational Risk:
Ensure compliance with applicable federal, state and local laws and Regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures.
Partnership:
Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners.
Position Qualifications:
* 6 months of Retail or financial sales experience OR 2 years of U.S. Military service OR 1 year of college
* 1 year of experience in customer service
* 1 year of experience with personal computer, systems data entry or internet search
Preferred Qualifications:
Cash handling experience in a retail or financial services environment Proficient with utilizing and navigating a computer system
Work Best Category: Category A - 100% in the office
Hours: 8:15am - 5:15pm Monday - Friday; part-time hours to be scheduled within the times listed.
Salary:
For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $22.00 - $28.05 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
$22-28.1 hourly 5d ago
Commercial Banking Intern San Jose CA
Comerica 4.9
Comerica job in San Jose, CA
Intern I The Intern I position is an entry-level and learning focused position. The Intern I gains exposure to various departments within the company, working on hands-on projects and supporting business units in their daily operations. This position is designed to provide undergraduate students with a valuable learning experience in the financial services industry.
This internship role is intended for a multi-week internship, e.g., 8-12 weeks.
Position Responsibilities
Participate in a line of business intern program which includes but is not limited to completing required activities that introduce the Intern to a line of business' leadership, strategies, and programs. Activities could include,
* Assist in preparing financial reports, presentations, and data analyses.
* Conduct market research and competitor analysis.
* Provide support in data entry, system updates, and database management.
* Assist with administrative tasks such as scheduling meetings, preparing materials, and organizing documents.
* Participate in team meetings, offering insights and learning from various team members and leaders.
* Shadow senior team members to understand key business functions (e.g., risk management, investment analysis, client services).
* Contribute to small projects under supervision, ensuring timely delivery and quality work.
Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the company's culture, values, and business units.
Other duties assigned.
Position Qualifications
* Current undergraduate student pursuing a degree in Finance, Economics, Business Administration, Information Systems, or a related field
* Strong academic performance (GPA of 3.0 or above)
Looking to learn more about this position:
Please visit *********************************************************
for details on day-to-day responsibilities, qualifications, and team dynamic
Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days
Hours: 8:00am - 5:00pm Monday - Friday
Salary:
For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $22.50 - $35.46 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
Zippia gives an in-depth look into the details of Comerica, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Comerica. The employee data is based on information from people who have self-reported their past or current employments at Comerica. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Comerica. The data presented on this page does not represent the view of Comerica and its employees or that of Zippia.
Comerica may also be known as or be related to Comerica, Comerica Bank, Comerica Inc. and Comerica Incorporated.