Financial Advisor - Redding, CA
Finance representative job in Chico, CA
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
The average total compensation for this role historically has ranged from $70,000-$80,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.
#LI-CBF
#LI- KE1
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This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
Auto-ApplyUS Experienced Financial Advisor
Finance representative job in Chico, CA
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Business Banker (LO)
Finance representative job in Chico, CA
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 Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
1+ year of experience managing a dedicated book of small business customers across assigned territory
Knowledge and understanding of book of business
Experience using strong business acumen to provide financial services consultation to small business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
Customer service focus with experience handling complex transactions across multiple systems
Experience building and maintaining effective relationships with customers and internal partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
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 is not eligible for Visa sponsorship.
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting Location:
355 Memorial Way, CHICO, CA 95926
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 - $41.83
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:
27 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.
Auto-ApplyFinancial Solutions Advisor - North Sacramento Area
Finance representative job in Yuba City, CA
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
• Monday - Fridays and rotating Saturdays
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Chico - 801 East Ave - North Valley Plaza (CA1148), US - CA - Rocklin - 2205 Sunset Blvd - Sunset Park Banking Center (CA2180), US - CA - Roseville - 2221 Douglas Blvd - ROSEVILLE MAIN BC (CA2113), US - CA - Yuba City - 1100 Butte House Rd - YUBA CITY BC (CA2116) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyRelationship Banker - Cohasset Rd and East Ave Branch - Chico, CA
Finance representative job in Chico, CA
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**
Chico,CA $22.50 - $30.29 / hour
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Oroville, CA
Job DescriptionBenefits:
Life Insurance
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Parental leave
Signing bonus
Training & development
AGENCY DESCRIPTION: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products.
ROLE DESCRIPTION:
Curtis Anderson - State Farm Agency Intern is searching for a competitive person who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with customers, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our office.
If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success each and every day.
Work alongside your offices team to ensure successful long-lasting customer relations.
QUALIFICATIONS:
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Successful track record of meeting sales goals/quotas preferred.
Ability to effectively relate to a customer.
Property & Casualty license.
Business Banker (LO)
Finance representative job in Chico, CA
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 Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
* Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
* Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
* Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
* Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
* Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
* Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
* This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 1+ year of experience managing a dedicated book of small business customers across assigned territory
* Knowledge and understanding of book of business
* Experience using strong business acumen to provide financial services consultation to small business customers
* Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
* Customer service focus with experience handling complex transactions across multiple systems
* Experience building and maintaining effective relationships with customers and internal partners
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Knowledge and understanding of retail compliance controls, risk management, and loss prevention
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and employees
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Experience mentoring and peer-coaching others
Job Expectations:
* 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 is not eligible for Visa sponsorship.
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting Location:
355 Memorial Way, CHICO, CA 95926
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 - $41.83
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:
27 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.
Business Banker
Finance representative job in Chico, CA
Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Business Banker with Banner Bank you will grow Business Banking revenue by increasing business deposits, loans, treasury management, and merchant services. Primary focus is on the acquisition of new bank client relationships. You will support the assigned market territory and conduct branch visits. In this role you will have the opportunity to:
Actively develop and manage relationships with high value business clients. Promoting and marketing a broad range of bank products and services.
Develop and maintain necessary relationships with line of business partners, commercial relationship managers, branch managers, and related staff to facilitate a team environment and successful delivery of products and services.
Responsible for meeting sales volume and profitability goals, sales activities, and calling goals.
Develop internal and external referral sources through centers of influence, participation in bank events, community activities, and participation in seminars for professional and small business groups.
Understanding all company products and making referrals to other areas as appropriate.
Coordinate and set up meetings between prospective customers and appropriate line of business partners, including Commercial Relationship Managers, Branch Managers, Treasury Management Representatives, Mortgage Loan Officers, Investment Officers, and Outside Affiliated Product Reps.
Responsible for complying with policies, procedures, security requirements, and government regulations.
Education & Certifications
Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
Experience
6 or more years of experience in business banking required
Knowledge, Skills and Abilities
Proven ability to develop business relationships.
Possess strong networking and relationship management skills.
Possess effective presentation and negotiation skills.
Possess a working knowledge and understanding of cash management products and services.
Knowledge of federal and state laws and regulations relating to commercial lending.
Travel
20%
Required to support assigned market and conduct branch visits
Compensation & Benefits
Targeted starting salary range (based on experience): $110,000 annually
Robust uncapped quarterly incentive plan
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Get more information at: Employee Benefits \u007C Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Relationship Banker - Cohasset Rd and East Ave Branch - Chico, CA
Finance representative job in Chico, CA
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.
Auto-ApplyPersonal Banker
Finance representative job in Marysville, CA
Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits. The hiring range for this opportunity is $19.16 to $23.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
POSITION SUMMARY & MISSION - Personal Banker
We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Personal Banker you will establish and grow relationships of trust with Tri Counties Bank's customers by listening to them with attention and care, learning about their financial circumstances, assisting them with transactions, and expertly introducing them to products and services that address their needs and goals.
SCOPE & COMPLEXITY
Conduct an average of approximately 12 or more customer conversations daily.
Present to customers the features and benefits of:
* Consumer Checking Accounts
* Consumer Savings Accounts
* Certificates Of Deposit
* Online Banking
* Bill Pay
* Mobile Banking
* Debit Cards
* Overdraft Privilege Coverage
Continuously update a customer relationship management database with records of all customer interactions, whether in person, by telephone, or other modes of communication.
Maintain collaborative relationships with other Tri Counties Bank financial services professionals providing specialized services in:
* Home mortgage lending
* Investment Advisory
* Commercial Lending
* Business Corporate & Purchasing Cards
* Treasury Management
* Merchant Card Services
* Direct Banking
MAJOR RESPONSIBILITIES of our Personal Banker
* Begin with a personal welcome to everyone who calls or comes into a branch. Show the customer they are valued.
* Use every customer interaction as an opportunity to have quality conversations and individually understand the financial needs and goals of our customers.
* Share your knowledge about Tri Counties Bank services, products, and partners to help your customers' save money, make more money or make their banking more convenient.
* Employ appropriate solutions for your customers. Follow through and honor commitments to ensure their financial needs and goals are fulfilled
OTHER RESPONSIBILITIES
* Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives.
* Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines.
* Maintain a current understanding of Bank policies and procedures.
* Maintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/fair Lending, Reg Z/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act.
* Assist in training branch team members, on product knowledge and skill development when necessary.
* Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned.
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED
* High school diploma or GED required.
* Previous sales and cash handling experience, preferred.
* Effective verbal and written communication skills.
* Ability to utilize personal computers and Windows based programs.
* Able to successfully complete Bank product and sales training courses and appropriate certifications.
* Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).
PHYSICAL REQUIREMENTS
* May be required to lift up to 25 pounds.
Company Profile
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
Personal Banker
Finance representative job in Willows, CA
About the Role: The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities.
* Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
* Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
* Make recommendations and follow through on commitments to clients.
* Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
* Opens Consumer and Business accounts for existing and new clients.
* Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
* Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
* Stays current on products and procedures.
* Resolves client issues and requests, exhibiting strong follow-through.
* Building familiarity with business, consumer, and trust entities.
* Other responsibilities as assigned.
About You:
* High School Diploma or GED, required.
* 1 year of Client Service Specialist (Teller) or other banking experience preferred.
* Basic knowledge of consumer banking and business products and services offered.
* Ability and desire to actively develop consumer lending skills.
* Ability to follow Standard Operating Procedures.
* Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
* Ability to complete multiple and varying client requests in a timely manner.
* Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
* Familiar with state laws and regulations related to products and services.
* Requires reading, writing and basic math skills.
* Ability to lift up to 25 pounds.
* Ability to stand for extended periods of time.
* Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.
Be a part of a bank that invests in you!
* Competitive Incentive Plan: Earn rewards that match your efforts.
* Professional Development: Grow your skills with our tailored premier banker programs.
* Career Growth: Clear paths to achieve your professional goals.
The pay range for this role is $18 to $23.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
160 North Butte Street Willows CA 95988
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://********************
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Auto-ApplyFinancial Solutions Advisor Registration candidate - North Sacramento Area
Finance representative job in Yuba City, CA
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
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!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you
• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday - Fridays and rotating Saturdays
*****Please note this is a sourcing requisition which may contain multiple locations but there may not be an immediate opening for every location listed*****
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Roseville - 1780 Pleasant Grove Blvd - West Park (CA2201), US - CA - Yuba City - 1100 Butte House Rd - YUBA CITY BC (CA2116) Pay and benefits information Pay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.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.
Auto-ApplyRelationship Banker - Cohasset Rd and East Ave Branch - Chico, CA
Finance representative job in Chico, CA
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.
Auto-ApplyBusiness Banker
Finance representative job in Chico, CA
More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Business Banker with Banner Bank you will grow Business Banking revenue by increasing business deposits, loans, treasury management, and merchant services. Primary focus is on the acquisition of new bank client relationships. You will support the assigned market territory and conduct branch visits. In this role you will have the opportunity to:
Actively develop and manage relationships with high value business clients. Promoting and marketing a broad range of bank products and services.
Develop and maintain necessary relationships with line of business partners, commercial relationship managers, branch managers, and related staff to facilitate a team environment and successful delivery of products and services.
Responsible for meeting sales volume and profitability goals, sales activities, and calling goals.
Develop internal and external referral sources through centers of influence, participation in bank events, community activities, and participation in seminars for professional and small business groups.
Understanding all company products and making referrals to other areas as appropriate.
Coordinate and set up meetings between prospective customers and appropriate line of business partners, including Commercial Relationship Managers, Branch Managers, Treasury Management Representatives, Mortgage Loan Officers, Investment Officers, and Outside Affiliated Product Reps.
Responsible for complying with policies, procedures, security requirements, and government regulations.
Education & Certifications
Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
Experience
6 or more years of experience in business banking required
Knowledge, Skills and Abilities
Proven ability to develop business relationships.
Possess strong networking and relationship management skills.
Possess effective presentation and negotiation skills.
Possess a working knowledge and understanding of cash management products and services.
Knowledge of federal and state laws and regulations relating to commercial lending.
Travel
20%
Required to support assigned market and conduct branch visits
Compensation & Benefits
Targeted starting salary range (based on experience): $110,000 annually
Robust uncapped quarterly incentive plan
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Get more information at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Auto-ApplyPersonal Banker
Finance representative job in Paradise, CA
Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits.
The hiring range for this opportunity is $18.00 to $21.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
POSITION SUMMARY & MISSION - Personal Banker
We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a Personal Banker you will establish and grow relationships of trust with Tri Counties Bank's customers by listening to them with attention and care, learning about their financial circumstances, assisting them with transactions, and expertly introducing them to products and services that address their needs and goals.
SCOPE & COMPLEXITY
Conduct an average of approximately 12 or more customer conversations daily.
Present to customers the features and benefits of:
Consumer Checking Accounts
Consumer Savings Accounts
Certificates Of Deposit
Online Banking
Bill Pay
Mobile Banking
Debit Cards
Overdraft Privilege Coverage
Continuously update a customer relationship management database with records of all customer interactions, whether in person, by telephone, or other modes of communication.
Maintain collaborative relationships with other Tri Counties Bank financial services professionals providing specialized services in:
Home mortgage lending
Investment Advisory
Commercial Lending
Business Corporate & Purchasing Cards
Treasury Management
Merchant Card Services
Direct Banking
MAJOR RESPONSIBILITIES of our Personal Banker
Begin with a personal welcome to everyone who calls or comes into a branch. Show the customer they are valued.
Use every customer interaction as an opportunity to have quality conversations and individually understand the financial needs and goals of our customers.
Share your knowledge about Tri Counties Bank services, products, and partners to help your customers' save money, make more money or make their banking more convenient.
Employ appropriate solutions for your customers. Follow through and honor commitments to ensure their financial needs and goals are fulfilled
OTHER RESPONSIBILITIES
Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives.
Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines.
Maintain a current understanding of Bank policies and procedures.
Maintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/fair Lending, Reg Z/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act.
Assist in training branch team members, on product knowledge and skill development when necessary.
Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned.
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED
High school diploma or GED required.
Previous sales and cash handling experience, preferred.
Effective verbal and written communication skills.
Ability to utilize personal computers and Windows based programs.
Able to successfully complete Bank product and sales training courses and appropriate certifications.
Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).
PHYSICAL REQUIREMENTS
May be required to lift up to 25 pounds.
Company Profile
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As
California's Local Bank
, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
Personal Banker - Canyon Country
Finance representative job in Canyondam, CA
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 an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
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:
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
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
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
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
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
This position is not eligible for Visa sponsorship
Posting Location(s):
19309 Soledad Canyon Rd, CANYON COUNTRY, CA 91351
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.
$23.00 - $31.00
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:
5 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.
Auto-ApplyPersonal Banker - Canyon Country
Finance representative job in Canyondam, CA
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 an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* 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:
* 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
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* 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
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* 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
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 19309 Soledad Canyon Rd, CANYON COUNTRY, CA 91351
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.
$23.00 - $31.00
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:
25 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Personal Banker
Finance representative job in Willows, CA
**About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities.
+ Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
+ Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
+ Make recommendations and follow through on commitments to clients.
+ Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
+ Opens Consumer and Business accounts for existing and new clients.
+ Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
+ Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
+ Stays current on products and procedures.
+ Resolves client issues and requests, exhibiting strong follow-through.
+ Building familiarity with business, consumer, and trust entities.
+ Other responsibilities as assigned.
**About You:**
+ High School Diploma or GED, required.
+ 1 year of Client Service Specialist (Teller) or other banking experience preferred.
+ Basic knowledge of consumer banking and business products and services offered.
+ Ability and desire to actively develop consumer lending skills.
+ Ability to follow Standard Operating Procedures.
+ Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
+ Ability to complete multiple and varying client requests in a timely manner.
+ Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
+ Familiar with state laws and regulations related to products and services.
+ Requires reading, writing and basic math skills.
+ Ability to lift up to 25 pounds.
+ Ability to stand for extended periods of time.
+ Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.
**Be a part of a bank that invests in you!**
+ Competitive Incentive Plan: Earn rewards that match your efforts.
+ Professional Development: Grow your skills with our tailored premier banker programs.
+ Career Growth: Clear paths to achieve your professional goals.
The pay range for this role is $18 to $23.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
**Primary Location:** Ability to work fully onsite at posted location(s).
160 North Butte Street Willows CA 95988
**Our Benefits:**
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to Diversity:**
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://********************
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Financial Solutions Advisor - North Sacramento Area
Finance representative job in Chico, CA
Yuba City, California;Roseville, California; Rocklin, California; Chico, 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 (*************************************************************************************************************************
**:**
*******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*******
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
- Monday - Fridays and rotating Saturdays
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
*******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*******
**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.
Relationship Banker - Cohasset Rd and East Ave Branch - Chico, CA
Finance representative job in Chico, CA
JobID: 210696194 JobSchedule: Full time JobShift: Base Pay/Salary: Chico,CA $22.50-$30.29 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.
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