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 34d ago
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Relationship Manager - Middle Market
Comerica 4.9
Comerica job in La Puente, CA
Relationship Manager, Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM.
Position Competencies:
Successful incumbents are customer focused, have strong decision quality, drive for results, are good listeners and creative thinkers, negotiate well, take command of the situation, build strong peer relationships and manage with courage.
Position Responsibilities:
* Increase the Bank's profitability by cultivating new business relationships.
* Maintain and develop customer relationships, new business, and periodic review of existing loan arrangements.
* Negotiate proper loan structures, selling the Bank's credit and non-credit products.
* Accept special projects in support of the team and community involvement.
* Maintain knowledge of corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions.
* Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions.
Travel
Travel is required of this position at least 10% of the time.
Vice President, Relationship Manager III, Middle Market
Position Qualifications:
* 5 years in middle market lending, commercial lending, credit structuring or related relationship management roles in financial services
* 3 years financial sales or portfolio management experience
Vice President, Relationship Manager IV, Middle Market
Position Qualifications:
* 7 years in middle market lending, commercial lending, credit structuring or related relationship management roles in financial services
* 3 years financial sales or portfolio management experience
Preferred Qualifications:
* Bachelor's degree from an accredited university
* Completion of a Commercial Credit Training Program and deep credit knowledge
* Experience with bi-lateral and/or syndicated deals, credit products and credit analysis.
* Experience in Middle Market lending, maintaining a book of clients with annual revenues between $30M and $500M
* Understanding of commercial banking products and services
* Demonstrated business development experience generating and retaining client relationships while meeting or exceeding sales goals, proven top individual contributor
* Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, wealth management, treasury management, product, service and operations partners
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, Colorado, Washington, New York, Illinois, Maryland, New Jersey, or Massachusetts the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $113,275 - $239,775 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.
$67k-101k yearly est. 60d+ ago
Branch Manager: Customer Growth & Team Leader - Newport Beach
U.S. Bank 4.6
Newport Beach, CA job
A leading financial institution is seeking a Branch Manager to oversee operations in Newport Beach, CA. The role includes managing a team to achieve branch goals while ensuring compliance with banking regulations. Key responsibilities involve coaching team members, enhancing customer service, and promoting the bank's products. Candidates should have a bachelor's degree and 4-5 years of sales or banking experience. This full-time position offers a dynamic work environment focused on community engagement and customer satisfaction.
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$54k-74k yearly est. 3d ago
Senior Fraud Investigator
East West Bancorp, Inc. 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 31d ago
Mortgage Retail Sales Coordinator (SAFE)
Wells Fargo Bank 4.6
Irvine, CA job
About this role:
Wells Fargo is seeking a...
In this role, you will:
Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks
Build or maintain relationships with current and prospective customers
Perform administrative, transactional, operational, or customer support tasks related to mortgage sales
Receive direction from consultants or managers related to Mortgage Retail Sales functional area
Build relationships with current and prospective customers
Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc.
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Required Qualifications for Europe, Middle East & Africa only:
Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Job Expectations:
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$23.56 - $29.81
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
22 Feb 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$36k-47k yearly est. 20d ago
Commercial Banking Intern Costa Mesa CA
Comerica 4.9
Comerica job in Costa Mesa, 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 - $20.70 - $32.62 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.
$20.7-32.6 hourly 60d+ ago
Teller Part Time San Dimas Main
Wells Fargo Bank 4.6
San Dimas, CA job
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Receive direction from managers and exercises judgment within defined policies and procedures
Escalate questions and issues to more experienced roles
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
Identify information and services to meet customers financial needs
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and team members
Experience working with others on a team to meet customer needs
Cash handling experience
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location(s):
925 W Arrow Hwy San Dimas, CA 91773
@RWF22
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$22.00 - $27.50
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
15 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$33k-37k yearly est. 3d ago
CA-WA Community Mortgage Bank Sales Consultant (SAFE) Bilingual Spanish
Wells Fargo 4.6
La Habra, CA job
About this role: Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role you will:
* Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required
* Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities
* Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs
* Process loan applications for mortgage transactions and review rates and terms within guidelines
* Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
* Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
* Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
* Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
* Bilingual speaking and reading proficiency in Spanish/English
Desired Qualifications:
* 2+ years of mortgage retail sales experience
* Expertise of general lending products and overall mortgage industry experience
* Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
* Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market
* Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs
* FHA/VA & conventional loan experience is preferred
* Knowledge and understanding of sales prospecting and generating referrals
* Experience with educating clients on various mortgage purchase programs
* Experience developing and cultivating professional relationships
* Customer service experience
* Basic Microsoft Office skills
* Excellent verbal, written, and interpersonal communication skills
* Ability to provide leadership by coaching, training, and mentoring
Job Expectations:
* Willingness to travel
* Must take and pass required Spanish language assessment
* Reliable transportation
* Ability to work nights, weekends, or holidays as needed or scheduled
* Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$0.00 - $0.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
3 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$59k-102k yearly est. 35d ago
Credit Officer II
Bank of America 4.7
Los Angeles, CA job
Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*******************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Credit Officer II role is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real estate loans, and syndicated loans. The CO manages all of the ancillary credit exposure to clients. The CO maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the market.
**Responsibilities:**
+ Collaborates with Client Management teams to perform analysis of credit opportunities and prospects at the bank
+ Manages client and prospect originations including initial credit structuring, underwriting, legal documentation review, and deal closing
+ Delivers on data accuracy and quality of underwriting metrics in compliance with internal policies and procedures
+ Monitors assigned portfolios of client loan maturities and collaborates with Analysts to continuously recognize and address risks in a timely manner
+ Escalates and debates deteriorating assets in partnership with the Special Assets Group and Risk as appropriate
+ Participates in Regional and Market meetings to communicate credit delivery best practices and results
**Skills:**
+ Collaboration
+ Decision Making
+ Loan Structuring
+ Underwriting
+ Written Communications
+ Analytical Thinking
+ Attention to Detail
+ Credit Documentation Requirements
+ Interpret Relevant Laws, Rules, and Regulations
+ Mentoring
+ Issue Management
+ Negotiation
+ Oral Communications
+ Prioritization
+ Risk Management
**Required Qualifications:**
+ 10+ years of solid Commercial Banking experience
+ Experience in financial analysis, structuring, underwriting and portfolio management
+ Analytical/technical skills, including financial accounting, modeling and loan structuring
+ Strong communication skills; ability to communicate vertically, horizontally, and externally
+ Industry knowledge across multiple sectors
**Minimum Education Requirement:** BA/BS Degree Desired
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$104k-142k yearly est. 60d+ ago
Senior Trust Officer
Bank of America 4.7
Newport Beach, CA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.
Responsibilities:
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Required Qualifications:
Minimum of five years of trust administration and estate planning experience
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Demonstrates initiative and a proactive approach to problem solving
Creative though prudent approach to providing solutions within the bank's risk/reward profile
Proven ability to confidently close sales and meet or exceed revenue targets
Has good people/partner communication skills and is a team player
Displays a high level of savvy and sophistication regarding high-net-worth clients' concerns / issues
Ability to communicate and connect with high-net-worth clients
Desired Qualifications:
Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment
Skills:
Risk Management
Business Development
Client Management
Wealth Planning
Customer and Client Focus
Client Experience Branding
Client Solutions Advisory
Process Management
Decision Making
Presentation Skills
Prospecting
Financial Analysis
Attention to Detail
Critical Thinking
Planning
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 - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165) Pay and benefits information Pay range$98,100.00 - $210,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.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.
$51k-84k yearly est. Auto-Apply 60d+ 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 8:30am-12:30pm. Full-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 - $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 11d ago
GWIM Credit Product Specialist
Bank of America 4.7
Los Angeles, CA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
The GWIM Credit Product Specialist acts as an extension of the Credit Executives. The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities (e.g., LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience. The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to meet these objectives.
Skills:
Attention to Detail
Business Development
Loan Structuring
Portfolio Management
Relationship Building
Active Listening
Analytical Thinking
Client Management
Customer and Client Focus
Profitability Analysis
Collaboration
Financial Forecasting and Modeling
Pipeline Management
Sales Performance Management
Sales Strategy
Requited Qualifications:
3 years of progressively responsible experience in the job offered or a related finance / banking occupation
Desired Qualifications:
Bachelor's degree or equivalent in Finance, Business Administration, Financial Economics, or related
Prefer 3 years of experience in each of the following:
Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients;
Cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business;
Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans;
Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities; and,
Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$65k-94k yearly est. Auto-Apply 60d+ ago
Merrill Market Client Relationship Manager
Bank of America Corporation 4.7
Newport Beach, 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 leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
Specific responsibilities include, but are not limited to:
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
* Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
* Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Resolving complex, escalated client service and operational needs
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service, problem resolution, and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$55k-89k yearly est. 29d ago
Commercial Associate - Global Commercial Banking - Los Angeles Metro
Bank of America 4.7
Los Angeles, CA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients.
This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years.
Responsibilities:
Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals
Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products
Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes
Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction
Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities
Required Qualifications:
Minimum 3 years of previous business experience
Demonstrates initiative/self-motivation
Possesses strong interpersonal skills
Possesses strong analytical and financial modeling skills
Understanding of corporate financial statements
Demonstrates strong critical thinking skills
Demonstrates the ability to independently make decisions
Desired Qualifications:
Bachelor's Degree in Accounting, Finance, or related area
Formal Commercial Credit Training preferred but not required
Skills:
Financial Analysis
Market Analysis
Client Management
Capital Structure Analysis
Negotiating and Influencing
Relationship Building
Pipeline Management
Client Solutions Advisory
Referral Identification
Data and Trend Analysis
Risk Management
Business Development
Data Visualization
Continuous Improvement
Project 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 - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193) Pay and benefits information Pay range$85,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.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.
$34k-57k yearly est. Auto-Apply 26d ago
Client Associate
Wells Fargo Bank 4.6
Seal Beach, CA job
About this role:
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate Financial Advisor and client requests for account related information and/or quotes
Schedule and prepare for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
Required Qualifications:
2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Brokerage client support experience or financial services industry experience
Administrative support experience in financial services
Experience interacting directly with customers
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Client service focus with the ability to listen to customer needs and recommend solutions
Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
Job Expectations:
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
This position is not eligible for Visa sponsorship.
Posting location:
3020 Old Ranch Pky Ste 190
SEAL BEACH, CA 90740
United States of America
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$27.88 - $39.90
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
11 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$43k-51k yearly est. 9d ago
Branch Manager 4 - Newport Beach, CA - Harbor View
U.S. Bank 4.6
Newport Beach, CA job
Branch Manager 4 - Newport Beach, CA - Harbor View page is loaded## Branch Manager 4 - Newport Beach, CA - Harbor Viewlocations: Newport Beach, CAtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 23, 2026 (14 days left to apply)job requisition id: 2025-0028842At 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**Responsible for demonstrating and ensuring all team members provide an excellent customer experience reflective of U.S. Bank culture and core values. The primary duty of this role is to lead and manage branch(es) to ensure that goals are met and to ensure compliance with all banking laws and regulations. This role will regularly coach, develop, mentor and train team members and exercise discretion with independent judgement in performing necessary duties. Responsible for utilizing effective communication and critical thinking to identify financial resources for customers and fulfill those needs by providing direction and recommendations to appropriate products and services and helping individual and business customers reach their financial goals through collaboration with partners including wealth, business banking, mortgage, or payment services. Acts as leader for customer experience, provides motivation and direction for the team, expands customer base and promotes and participates in the local market/community to identify the needs and promote U.S. Bank products and services.**Essential Functions:**1. Empowers, builds, and inspires team through effectively communicating business goals, objectives and company performance results in a simplified manner. Leads with empathy and creates an environment where team members and clients feel valued. Sets and communicates individual employee performance expectations including performance goals and core behaviors. Swiftly zeros in on priorities through concise communication and eliminates roadblocks to optimize productivity. Interprets performance results and finds opportunities to drive success and holds team accountable to actions and results.2. Effectively leads through change, can navigate ambiguity and demonstrates agility. Adapts leadership style to each situation to fit the needs of their team.3. Leads individuals and teams to improved and optimal performance through regular multi-faceted coaching and development activities. Creates an environment that fosters teamwork, innovation and encourages collaboration with team members, including U.S. Bank partners.4. Provides day-to-day management of team members and makes decisions regarding candidate selection, employee compensation, promotion, discipline and termination.5. Adapts to new digital programs, products, services and technology platforms. Teaches digital fluency and financial literacy to team members and customers. Embraces opportunities to advocate for digital solutions focused on customer benefits of digital technology and drives initiatives to increase customer digital usage.6. Responsible for planning and executing customer market share growth at branch level including building relationships and collaborating with partners that are centered around U.S. Bank products and services.7. Demonstrates mastery at delivering an exceptional customer experience, deepening relationships, proactively identifying ways to add value for customers. Creates a culture of customer obsession with team members by providing a world class customer service experience. Actively observes customer experience within the branch and identifies opportunities to consistently exceed customer expectations. Uses influence with a focus on developing long-term relationships. Able to have proactive conversations with customers and manage their feedback.8. Establishes, maintains and manages an effective advisory and service environment through the customer engagement model. Proactively communicates with customers to demonstrate possible alternative methods of product and service delivery to increase usage. Applies financial acumen, critical thinking and problem-solving skills to meet team members' and customer's needs. Maintains an in-depth knowledge of U.S. Bank products and services.9. Partners with district, regional and divisional leadership, and others to ensure optimal utilization of human capital resources. Focuses on growing revenue, managing controllable expenses and growing the business, while exceeding customer expectations and focusing on becoming central in the lives of our customers.10. Participates in local market/community activities to promote U.S. Bank growth and culture, ensuring that a strong local presence is present and encourages team members to utilize their volunteer time and engage with the community. 11. Ensures compliance with all banking laws and regulations and requires the same of all staff through continuous compliance training. Ensures documentation and/or reporting of all applicable transactions is within accepted quality standards of completeness and accuracy. Limits bank losses and overall exposure.12. Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.13. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.14. Performs other duties as assigned or required.This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.**Basic Qualifications** - Bachelor's degree, or equivalent work experience - Four to five years of experience working in a sales, retail management, or banking environment**Preferred Skills/Experience** - Thorough product/service knowledge and thorough knowledge of regulatory, policy and compliance issues - Solid understanding of retail product philosophy, including policies, procedures, documentation, and systems - Thorough knowledge of teller and platform functions, including but not limited to processing transactions, balancing cash, opening accounts, and sales techniques - Effective analytical skills to evaluate credit requests, prepare budgets and determine trends in a given marketplace - Effective interpersonal communication, leadership, relationship management, time management, sales activities management, and sales ability skills - Ability to evaluate and resolve problems and issues with minimal guidance - Demonstrated success in retail sales environment - Working
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$54k-74k yearly est. 3d ago
Mortgage Retail Sales Coordinator (SAFE)
Wells Fargo 4.6
Los Angeles, CA job
About this role: Wells Fargo is seeking a... In this role, you will: * Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks * Build or maintain relationships with current and prospective customers * Perform administrative, transactional, operational, or customer support tasks related to mortgage sales
* Receive direction from consultants or managers related to Mortgage Retail Sales functional area
* Build relationships with current and prospective customers
* Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc.
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Required Qualifications for Europe, Middle East & Africa only:
* Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
*
Job Expectations:
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$23.56 - $29.81
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
29 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$36k-47k yearly est. 41d 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 58d ago
Middle Market Commercial Banking Merchant Payment Product Sales Consultant (East and West Coast)
Wells Fargo 4.6
Los Angeles, CA job
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked No. 1 on the 2025 LinkedIn Top Companies in Financial Services list-recognized as the best place to grow your career in the industry! in the U.S.
About this role:
Wells Fargo is seeking a few Lead Merchant Product Sales Consultants within Commercial Banking's Merchant Services group. We are hiring on both the West coast and East coast for these roles. This role will help drive revenue and expand Merchant Services sales to new Merchant customers. This is a strategic, consultative sales role focused on solutions for Middle Market clients across all industries.
This role offers the opportunity to operate with an entrepreneurial mindset while benefiting from the scale, resources, and stability of Wells Fargo. You'll be supported by experienced merchant sales engineers, implementation consultants, and account management teams-allowing you to focus on what you do best: building relationships and driving growth.
This individual will lead the full sales lifecycle-from prospecting and needs assessment through solution design and deal close-while collaborating closely with Commercial Banking Relationship Managers/Bankers, Treasury Management partners, and internal implementation teams.
Learn more about career areas and lines of business at wellsfargojobs.com
In this role, you will:
* Drive new business development of electronic receivables and merchant services solutions for middle market clients
* Lead complex, cross‑functional sales initiatives with broad market impact
* Build strong internal partnerships to expand merchant services penetration and brand awareness
* Execute consultative sales strategies aligned to client needs and revenue objectives
* Present effectively to C‑level client executives and internal senior leadership
* Mentor and support less experienced sales professionals
* Contribute to product enhancements and identify opportunities for business process improvements
* Actively share market insights and collaborate within a high‑performance team environment
Required Qualifications:
* 5+ years of Business to Business (B2B) Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 5+ years of proven Merchant Sales experience and/or payment processing sales experience
Desired Qualifications:
* 5+ years of merchant/payment processing and/or treasury management experience
* Experience working with companies generating $50MM+ in annual revenue
* Strong background in commercial banking, treasury, or financial services sales
* Demonstrated success acquiring net‑new clients and expanding existing relationships
* Deep understanding of interchange, payment architecture, and merchant services risk exposure
* Proven ability to manage the full merchant onboarding lifecycle
* Partner‑driven sales approach with Commercial Bankers and Treasury Management teams
Job Expectations:
* Ability to travel up to 20%
* Hybrid work environment
* Must reside within commutable distance of an approved posting location
* Not eligible for visa sponsorship
Locations: East/West Coast
* Atlanta, Georgia
* Florida (Orlando, Tampa, Coral Gables)
* Short Hills, New Jersey
* Los Angeles, CA
* Las Colinas, TX
* New York City, NY
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
3 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$59k-102k yearly est. 5d ago
2027 Summer Internship, Early Careers - Investment Banking - CA (California)
Wells Fargo 4.6
Los Angeles, CA job
2027 Investment Banking Summer Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
Investment banking
Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers.
Program overview
This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback.
What to expect
The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include:
* Supporting financial analysis and contributing to transaction execution
* Conducting company and industry research
* Assisting in the preparation of client materials and pitch presentations
* Participating in diligence sessions, client meetings, and internal discussions
* Collaborating with senior bankers across sectors and geographies
You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development.
Is this program right for you?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required qualifications
* 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired qualifications
* Strong academic achievement
* Bachelor's degree with expected graduation between December 2027 - June 2028
* Demonstrated interest in finance and financial markets
* Strong analytical and communication skills
* Proven ability to take on significant responsibility
* Relevant internship experience
* Ability to work effectively both independently and in teams
* Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Program Locations
Primary locations include Los Angeles, and San Francisco
Pay Range
$53/hour
Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$43.27 - $72.12
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
29 Apr 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.