Finance associate jobs in San Buenaventura, CA

Job DescriptionDebt Finance Associate Attorney Locations: Boston, Chicago, Denver, Washington, DC, Santa Monica, Downtown Los Angeles, New York, Palo Alto, Reston, San Diego, San Francisco Associate - Debt Finance Compensation Range: $225,000-$365,000+ (location and experience dependent) Direct Counsel is seeking a Debt Finance Associate to join a top-tier, nationally recognized law firm's highly regarded Debt Finance practice. This is an exceptional opportunity for attorneys seeking sophisticated work, strong deal flow, and career progression within an elite platform. About the Role The firm is hiring associates with 1-5 years of experience representing lenders, borrowers, and/or private equity sponsors in debt financing transactions. Candidates with less than one full year of experience should apply directly to the firm, as the firm is not working with search partners for early junior candidates. Ideal Background Candidates should have experience in some or all of the following: Secured lending transactions Drafting and negotiating transaction documents, including issues lists Managing or supporting closings Article 9 of the UCC Acquisition financing, including commitment papers Debt securities offerings (e.g., high-yield or convertible notes) General corporate law exposure Qualifications J.D. from a nationally recognized law school Strong academic credentials Training and experience from a large law firm environment Ability to manage multiple complex projects simultaneously Excellent attention to detail and strong written communication skills Compensation & Benefits The expected compensation range is $225,000-$365,000, depending on location, experience, and skillset. The firm offers a comprehensive benefits package, including: Medical, dental, and vision insurance HSA and FSA options Pre-tax commuter benefits Firm-paid life insurance, AD&D, LTD, and short-term medical benefits Backup childcare/elder care and parental support benefits Generous parental leave and fertility benefits Four weeks of vacation per year, two weeks of sick time, and 10 paid holidays

Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Financial Planning Associate position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. At Morton, our Financial Planning Associates play an important supportive role in the client experience as we believe that offering high-quality, nuanced financial planning is at the core of the value we bring to our clients. Working closely as a strategic partner with our Wealth Advisors, the core focus of this role is to advise high net worth clients on non-investment related financial planning subjects, including estate, insurance, tax, business and cash flow planning. In this role, you will have the opportunity to build relationships with our top clients, as well as participate in the growth of the company. Because we want our clients to have as strong of trust and relationship with our Financial Planning Associates as they do with their Wealth Advisor, each day offers opportunities to build your client-facing skillset, as well as planning acumen. While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration. If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time. Requirements Our ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team. Exceptional attention to detail and works efficiently with little oversight. Empowerment - Confident in recommendations and relays information in a way that is understandable when presenting to clients. Desires to continue learning and take on a specialty. Empathy - Helps other team members by considering what they will need to be successful. Ethical - Makes decisions and recommendations based on the best interest of the client. Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm. Enjoyment - Personal goals are focused around the team, personal fulfillment and helping others. Daily responsibilities include: Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents. Provide advisory team with updates on current financial planning news and changes. Develop comprehensive financial plans for high net worth clients , utilizing proficiency with eMoney. Experience requirements: Minimum 3 years of experience in a financial planning or advisory role at a wealth management firm, preferably at an RIA. Certified Financial Planner (CFP) certification. Our offer: Competitive compensation package Retirement and health benefits Transparent career tracks and opportunities for advancement within the organization Salary Description $95,000-$105,000 per year

About the Role & Program: We are excited to welcome you DTC Content Finance! This team is responsible for maintaining the annual and long-term content budget. Our intern will focus on the licensed content portfolio for the Hulu platform. This role is a full-time, three-month position, based in Santa Monica, CA from May/June - August 2026. What You Will Do: Shadow team lead on P&L planning, budget, and variance analysis for the licensed film vertical Assist in financial modeling scenarios for new licensing opportunities Lead a summer project focused on analyzing historical trends with current industry patterns to highlight insightful analyses for Hulu stakeholders Ad hoc requests and reporting for your team Required Qualifications & Skills: Intellectual curiosity, critical thinking, and a willingness to embrace and adapt to an ever-changing environment and work situation Detail-oriented with the ability to manage multiple time-sensitive projects simultaneously Collaborative mindset combined with ability to work independently Ability to structure projects and handle ambiguous data Strong written and oral communication skills Microsoft Excel and PowerPoint skills Data analytics mindset with experience using data visualization (i.e. Tableau) and business intelligence tools Education: Junior or Senior Year Preferred Major or previous coursework in Finance, Accounting, Economics, Business, or related area Eligibility Requirements & Program Information: Be enrolled in an accredited college/university pursuing a degree taking at least one class at time of application OR currently participating in a Disney College Program or Disney Internship. Current Disney Interns, College, International, or Culinary Program Participants: You may only work for ONE consecutive year (12 months) in any combination of an internship and/or program. Be at least 18 years of age Possess unrestricted work authorization Additional Information: Available to work full-time (40 hours per week) during traditional business hours for the duration of the internship, May-June - August 2026 Able to provide own housing and transportation in the Santa Monica, CA area The pay rate for this role in California is $22.50 per hour. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: **************************************** Job Posting Segment: DEFIN Job Posting Primary Business: DTC Finance Primary Job Posting Category: Finance and Accounting Intern Employment Type: Full time Primary City, State, Region, Postal Code: Santa Monica, CA, USA Alternate City, State, Region, Postal Code: Date Posted: 2025-11-03

PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Manager will participate in and manage the negotiation, facilitation, contractual and logistical process of non-agency securitizations as well as mortgage servicing rights securitizations. In addition, the candidate will participate in cash management initiatives, liquidity forecasting, reporting, and analytics. The Structured Finance Manager will: Understand concepts of structured finance including agency and non-agency securitizations, mortgage servicing rights securitizations and warehouse financings Thoroughly review and negotiate all forms of related transaction documents Manage transactions while fostering internal and external client relationships and business growth Ensure smooth and timely settlement of transactions Execute any remediation required based on findings from in-process and post due diligence quality control audits Support financing and capital strategy formulation Assist with cash balances, secured revolving facilities, and warehouse lines to ensure liquidity, compliance with lender and regulatory requirements, and to minimize interest and fee expenses Successfully coordinate across all areas of PennyMac (i. e. Legal, Servicing, Investor Accounting, etc. ) Perform other related duties as required and assigned What You'll Bring Bachelor's degree or equivalent work experience 5+ years of relevant work experience in structured finance and/or securitizations Must be proficient in Excel Experience and knowledge of mortgage banking a plus Working knowledge of financial and accounting concepts with prior experience in mortgage loan or mortgage backed securities desirable Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $75,000 - $130,000 Work Model OFFICE

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Camarillo,CA $22.50 - $30.29 / hour; Oxnard,CA $22.50 - $30.29 / hour; Thousand Oaks,CA $22.50 - $30.29 / hour; Simi Valley,CA $22.50 - $30.29 / hour

Full-time Description Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR II: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$31.90/hour DOE

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Banking Specialist Sr The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small business, commercial banking, and treasury management. This job understands client needs with the goal to acquire, retain, and deepen client relationships by offering a full range of financial services. Under limited supervision, this job works with a wide range of customer types with a focus on high-net-worth clients and prospects and is responsible for key sales management and operational functions within the financial center. Key Responsibilities and Duties Promotes the organization's banking financial services suitable for the client based on profiling, identifying client's needs, and partnering with specialists throughout the enterprise. Understands client's needs and assists them with a full range of expanded financial services to include banking, small business, commercial banking, treasury management, and lending. Participates as a team member with responsibility for achieving individual goals and objectives to successfully meet financial center business plan. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Partners with all lines of business including commercial, and multifamily lending groups. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Exceeds client expectations by taking ownership and accountability of the client and making the client's needs a priority. Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client's ongoing financial needs. Minimum Qualifications 5+ years of retail banking experience with a strong business development background. Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments. Role Specific Work Experience 3+ Years Required; 5+ Years Preferred Educational Requirements Vocational and/or Technical Education Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 4IC Posting End Date: 12/1/25

**Banking Specialist Sr** The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small business, commercial banking, and treasury management. This job understands client needs with the goal to acquire, retain, and deepen client relationships by offering a full range of financial services. Under limited supervision, this job works with a wide range of customer types with a focus on high-net-worth clients and prospects and is responsible for key sales management and operational functions within the financial center. **Key Responsibilities and Duties** + Promotes the organization's banking financial services suitable for the client based on profiling, identifying client's needs, and partnering with specialists throughout the enterprise. + Understands client's needs and assists them with a full range of expanded financial services to include banking, small business, commercial banking, treasury management, and lending. + Participates as a team member with responsibility for achieving individual goals and objectives to successfully meet financial center business plan. + Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. + Partners with all lines of business including commercial, and multifamily lending groups. + Executes the bank's risk culture and strives for operational excellence. + Adheres to established policies and procedures while opening/servicing the full range of Retail products. + Exceeds client expectations by taking ownership and accountability of the client and making the client's needs a priority. + Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client's ongoing financial needs. **Minimum Qualifications** + 5+ years of retail banking experience with a strong business development background. + Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. + Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. + Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments. **Role Specific Work Experience** + 3+ Years Required; 5+ Years Preferred **Educational Requirements** + Vocational and/or Technical Education Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 4IC **Posting End Date: 12/12/25** **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $28 - $38 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

About ITT: ITT is a leading manufacturer of critical components for harsh environments that serves fast-growing end markets in flow, aerospace and defense, energy and transportation. Building on our heritage of innovation, we partner with our customers to deliver solutions to the key industries that underpin our modern way of life. Headquartered in Stamford, CT, we have more than 11,700 employees globally with operations in ~40 countries and sales in more than 125. At our core is our engineering DNA, with 1,280+ engineers, 1,700+ active global patents and ~51 manufacturing locations. Our businesses are organized in three distinct segments, each based around our core engineering DNA: Industrial Process: A global leader in centrifugal and twin-screw pumps and engineered valves for chemical, energy, mining, and industrial applications. Our leading brands include the iconic Goulds Pumps (with more than 175 years of history), Bornemann, Habonim, Engineered Valves, Rheinhütte Pumpen and Svanehøj. Motion Technologies: A global leader in brake pads (ICE and electrified brake pads) and shock absorbers (energy absorption solutions) for transportation applications. Our leading brands include Friction Technologies, KONI and Axtone. Connect and Control Technologies: A leader in critical applications for the aerospace, defense and industrial markets, including harsh environment connectors and control components. Our leading brands include ITT Cannon, Enidine, Aerospace Controls and kSARIA. Position Summary We are seeking a motivated and detail-oriented Finance Intern to join our team for the summer of 2026. This internship offers a unique opportunity to gain hands-on experience in operational accounting and finance within a world-renowned, publicly traded aerospace manufacturing company. Under mentorship the intern will gain exposure to both general and manufacturing-specific financial practices, contributing to meaningful projects and learning industry standards. Essential Responsibilities • Assist the Accounting/Finance team with daily operational activities • Review and update current standard operating procedures • Gain an understanding of ITT's SOX policies and procedures • Maintain and file documents in accordance with ITT's retention policy • Support resolution of Accounts Payable (AP) and Accounts Receivable (AR) items • Participate in inventory audits and cost analysis Position Requirements • Currently enrolled in an Accounting or Finance undergraduate program (BS), in good academic standing (GPA of 3.0 or higher) as a Junior or Senior • Knowledge and understanding of GAAP and relevant accounting regulations • Solid grasp of accrual accounting principles • Familiarity with accounting information systems (e.g., SAP, Oracle) • Strong written and verbal communication skills • Proficient in Microsoft Office (Outlook, Excel, PowerPoint) Equal Pay Act Statement We aim to pay our ‘ITT'ers' fairly and competitively in the locations that they live and work. Pay-for-performance is a principle that we believe in, and employees are rewarded based not only on ‘what' they accomplish, but also on ‘how' they reflect ITT's values. ITT offers a competitive salary and robust total rewards package, such as health insurance, 401(k), short and long-term disability, paid time off, growth and developmental opportunities, and other incentive compensation programs. Specific benefits are dependent upon whether or not the position is part of a collective-bargaining agreement. The salary offered to a candidate is based several factors such as candidate experience and qualifications, location, as well as market and business considerations. Equal Pay Act Range $20.14 - 29.86 Not ready to apply? Connect with us for general consideration.

Provide AMAZING customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross-sell bank products and services and provide support to other Branch and Department team members as needed to perform other duties and functions as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide AMAZING customer experience to all branch clients. Maintain comprehensive knowledge of the bank's products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals. Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction. Able to perform all transactions necessary to meet customer needs, including servicing accounts and all teller functions: * Client transaction processing * Debit card ordering and servicing * Online banking setup and servicing (as applicable) * Printed check orders * Branch cash ordering and shipping (as applicable) * Branch Certifications (as assigned) * Stop payments * Holds * Reg. E Claims * Safe Deposit Box opening, closing and servicing (as assigned) Demonstrated proficiency and understanding of all compliance regulations in support of servicing accounts, superseding accounts, and proper account titling and ownership, to mitigate risk to the bank: * Bank Secrecy Act * Customer Information Program * Beneficial Ownership * Office of Foreign Asset Control * Fiduciary Account documentation Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits. Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations. Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations. Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required. Ensure the office is operating in a safe and effective manner. Reliable and regular attendance on the job. Other duties as assigned. Requirements REQUIRED SKILLS AND ABILITIES: Knowledge/Skills/Abilities * Computer skills to include use of Microsoft Office products and other programs as required. * Strong mathematical ability. * Strong analytical skills. * Excellent oral and written communication skills. * Outstanding interpersonal skills. * Effective time management and organizational skills. * Attention to detail and follow through. * Ability to interact with coworkers, follow directions including established bank procedures, and accept constructive feedback. * Working knowledge of all bank products and systems enabling cross-selling of bank products to a diverse client base. * Thorough understanding of banking rules and regulations, especially BSA. * Ability to count cash accurately. Education/Licenses/Work Experience: * High school diploma or GED equivalent required. * Six months' branch banking experience preferred. * Minimum six months' cash handling experience required. Work Environment * Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. * Prolonged periods sitting at a desk and working on a computer. * Remain in a stationary position for sustained periods of time. * Occasionally move about inside the office to access filing cabinets and/or other office machinery. * Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. * Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. * Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. * Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. * Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $22.00 to $26.00 per hour. Pay range may vary based on skills, experience, and location. Salary Description Pay Range: $22.00 to $26.00 per hour

Banking Specialist Sr The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small business, commercial banking, and treasury management. This job understands client needs with the goal to acquire, retain, and deepen client relationships by offering a full range of financial services. Under limited supervision, this job works with a wide range of customer types with a focus on high-net-worth clients and prospects and is responsible for key sales management and operational functions within the financial center. Key Responsibilities and Duties Promotes the organization's banking financial services suitable for the client based on profiling, identifying client's needs, and partnering with specialists throughout the enterprise. Understands client's needs and assists them with a full range of expanded financial services to include banking, small business, commercial banking, treasury management, and lending. Participates as a team member with responsibility for achieving individual goals and objectives to successfully meet financial center business plan. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Partners with all lines of business including commercial, and multifamily lending groups. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Exceeds client expectations by taking ownership and accountability of the client and making the client's needs a priority. Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client's ongoing financial needs. Minimum Qualifications 5+ years of retail banking experience with a strong business development background. Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments. Role Specific Work Experience 3+ Years Required; 5+ Years Preferred Educational Requirements Vocational and/or Technical Education Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 4IC Posting End Date: 12/1/25

The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. Key Responsibilities and Duties Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. Performs cash vault and/or other financial center operational responsibilities as directed. Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Refers customers' financial needs to other bankers and partners as needed. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Understands competitor products and services and advantages of the organization's banking products and services. Minimum Qualifications 3+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling. Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities. Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments. Role Specific Work Experience No Experience Required; 2+ Years Preferred Educational Requirements High School Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 3IC Posting End Date: 12/1/25

Job DescriptionDescription: Provide AMAZING customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross-sell bank products and services and provide support to other Branch and Department team members as needed to perform other duties and functions as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide AMAZING customer experience to all branch clients. Maintain comprehensive knowledge of the bank's products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals. Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction. Able to perform all transactions necessary to meet customer needs, including servicing accounts and all teller functions: Client transaction processing Debit card ordering and servicing Online banking setup and servicing (as applicable) Printed check orders Branch cash ordering and shipping (as applicable) Branch Certifications (as assigned) Stop payments Holds Reg. E Claims Safe Deposit Box opening, closing and servicing (as assigned) Demonstrated proficiency and understanding of all compliance regulations in support of servicing accounts, superseding accounts, and proper account titling and ownership, to mitigate risk to the bank: Bank Secrecy Act Customer Information Program Beneficial Ownership Office of Foreign Asset Control Fiduciary Account documentation Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits. Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations. Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations. Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required. Ensure the office is operating in a safe and effective manner. Reliable and regular attendance on the job. Other duties as assigned. Requirements: REQUIRED SKILLS AND ABILITIES: Knowledge/Skills/Abilities Computer skills to include use of Microsoft Office products and other programs as required. Strong mathematical ability. Strong analytical skills. Excellent oral and written communication skills. Outstanding interpersonal skills. Effective time management and organizational skills. Attention to detail and follow through. Ability to interact with coworkers, follow directions including established bank procedures, and accept constructive feedback. Working knowledge of all bank products and systems enabling cross-selling of bank products to a diverse client base. Thorough understanding of banking rules and regulations, especially BSA. Ability to count cash accurately. Education/Licenses/Work Experience: High school diploma or GED equivalent required. Six months' branch banking experience preferred. Minimum six months' cash handling experience required. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $22.00 to $26.00 per hour. Pay range may vary based on skills, experience, and location.

The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. **Key Responsibilities and Duties** + Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. + Performs cash vault and/or other financial center operational responsibilities as directed. + Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. + Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. + Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. + Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. + Refers customers' financial needs to other bankers and partners as needed. + Executes the bank's risk culture and strives for operational excellence. + Adheres to established policies and procedures while opening/servicing the full range of Retail products. + Understands competitor products and services and advantages of the organization's banking products and services. **Minimum Qualifications** + 3+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling. + Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities. + Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. + Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. + Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments. **Role Specific Work Experience** + No Experience Required; 2+ Years Preferred **Educational Requirements** + High School Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 3IC **Posting End Date: 12/12/25** **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $25 - $32 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR II: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$28.60/hour DOE

The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. Key Responsibilities and Duties Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. Performs cash vault and/or other financial center operational responsibilities as directed. Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Refers customers' financial needs to other bankers and partners as needed. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Understands competitor products and services and advantages of the organization's banking products and services. Minimum Qualifications 3+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling. Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities. Skilled in assisting small business clients and opening new accounts, with a focus on personalized service. Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions. Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments. Role Specific Work Experience No Experience Required; 2+ Years Preferred Educational Requirements High School Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 3IC Posting End Date: 12/1/25

The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. Key Responsibilities and Duties Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. Performs cash vault and/or other financial center operational responsibilities as directed. Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Refers customers' financial needs to other bankers and partners as needed. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Understands competitor products and services and advantages of the organization's banking products and services. Minimum Qualifications 2+ years of experience in banking, with a strong background in teller operations and cash handling Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities Skilled in assisting small business clients and opening new accounts, with a focus on personalized service Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments Role Specific Work Experience No Experience Required; 2+ Years Preferred Educational Requirements High School Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 3IC Posting End Date: 12/11/25

The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. Key Responsibilities and Duties Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. Performs cash vault and/or other financial center operational responsibilities as directed. Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Refers customers' financial needs to other bankers and partners as needed. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Understands competitor products and services and advantages of the organization's banking products and services. Minimum Qualifications 2+ years of experience in banking, with a strong background in teller operations and cash handling Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities Skilled in assisting small business clients and opening new accounts, with a focus on personalized service Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments Role Specific Work Experience No Experience Required; 2+ Years Preferred Educational Requirements High School Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 3IC Posting End Date: 12/11/25