Finance representative jobs in Gilroy, CA

Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred, but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and/or CFA designation would be an asset Series licensed or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

About the Team: Born at X, Google's Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more reliable connectivity. Lead the charge in bringing our groundbreaking wireless optical communication and photonics chip technologies to the world. Drive our growth story as we scale innovative solutions across the world. Join us to light the way for bridging the digital divide and illuminating the future. Don't see a current role that is a fit? Please apply here.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities. Through leadership development, ongoing education, and field advisory councils, we nurture diverse pipelines of talent and create space for every voice to be heard. Beyond our work in financial planning, our district is deeply committed to giving backsupporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. With over $11,000 donated directly into the community, we are proud to stand alongside organizations that make a meaningful difference in peoples lives. Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Anthony Ivancich Managing Director: Time with NM: 14 years. Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career. Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan. Francisco Arrevalo Financial Advisor: Time with NM: 3 years. Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted The Unknown podcast, which focused on sharing real-life stories to inspire others. Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers. Sarah Willson Financial Representative: Time with NM: 2 months. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services. Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime. Chandler Sanguinetti Associate Financial Advisor: Time with NM: 3 years. Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor. Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

ABOUT THE JOB Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none - a commitment reflected in all aspects of our work. We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. Opportunity: As an Agent, you will serve as a key contact and liaison for clients to ensure they receive the financial education and support needed to reach their goals. As all training is provided by our expert leadership, no prior financial industry experience is required. We favor those who have demonstrated experience in serving others as educators, military personnel or public servants, and are willing to grow their skillset. A strong entrepreneurial or leadership focus is a plus, as we do not believe in micromanagement and empower our agents to take initiative. You will engage with clients, providing financial education and support needed in a timely, professional and courteous manner. Agents provide financial knowledge, education, and strategies for business matters, insurance protection, retirement, savings and estate planning to help clients and business owners tailor-make their ideal futures. We are in the most highly compensated field, where your hard work, dedication and commitment to serving others will be rewarded. Your earnings will be directly tied to your performance and effort. Compensation and advancement opportunities are tailored to your career goals. Please keep in mind, no prior financial skills or experience is required-we are strongly committed to finding good-hearted leaders who are willing to be trained and coached to execute this position successfully. Responsibilities: Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life. Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as submitting policies and account maintenance Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements Must have: Ambition & drive to make a positive impact in the community Customer service and/or management experience Ability to pass a background check Ability to pass a state licensing exam Age 18 or older and U.S. citizenship Computer with a camera We provide: Study materials and preparation support to pass your exam within 1 week Remote & hybrid work options In-house online tools and training Personalized scheduling to accommodate your lifestyle Weekly training and coaching by top industry leaders A proven system that will lead to your success, if followed Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Relationship Building Prospecting Referral Identification Referral Management Hours per week: Minimum of 8 hours; no maximum

Job Title: Remote Personal Financial Advisor Hourly Pay: $30 - $45/hour We are seeking a dedicated Personal Financial Advisor to join our work-from-home team. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals. If you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact. Key Responsibilities: Advise clients on budgeting, debt management, investment strategies, and retirement planning Create personalized financial plans that align with clients' short-term and long-term goals Assist clients with understanding financial products such as mutual funds, insurance, and savings accounts Review clients' financial positions regularly and recommend adjustments to their financial plans Educate clients on financial best practices, such as saving for retirement and managing debt Build and maintain long-term relationships with clients to ensure their financial goals are met Stay informed about market trends, financial products, and personal finance regulations Qualifications: Proven experience as a Personal Financial Advisor or in a similar advisory role Strong understanding of personal finance, including budgeting, saving, investing, and debt management Excellent communication and interpersonal skills, with a focus on providing personalized financial advice Proficiency in financial planning software and tools Must have reliable internet and a quiet, dedicated workspace CFP certification or similar credentials are preferred but not required Perks & Benefits: 100% remote work flexibility Competitive hourly pay: $30 - $45 Paid training and ongoing professional development opportunities Flexible working hours, including evening and weekend shifts Career growth opportunities in financial advising A supportive and collaborative work environment

Financial Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Heckman Financial in San Jose, CA is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. Minimum Requirements: A bachelor's degree in finance, business administration, or a related field is preferred Life & Health Insurance License and Series 65 required 2-3 years of experience in customer relationship management with a focus on client satisfaction Proven experience in investment management, asset management, or a related field is preferred Strong financial analysis skills with the ability to interpret complex data effectively Knowledge of corporate accounting principles and practices is advantageous Familiarity with securities law and regulations governing the financial industry is a plus Strong communication skills, both verbal and written, to convey information clearly to clients Ability to work collaboratively within a team environment while also being self-motivated This position requires that you possess the following skills: Strong organizational skills and attention to detail Ability to demonstrate persistence to achieve quality Self-directed initiative Process driven Strong follow-through Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Serve as the primary point of contact for clients, addressing inquiries and providing guidance on investment and asset management strategies Conduct thorough financial analyses to assess client portfolios and recommend appropriate adjustments. Manage cash flow and ensure effective cash management practices are followed Maintain up-to-date knowledge of securities law and compliance requirements to advise clients accurately Foster strong customer relationships through effective communication and personalized service Collaborate with internal teams to develop tailored wealth management solutions for clients Regularly meet with clients to provide account reviews Support financial sales initiatives by identifying opportunities for cross-selling additional services to existing clients. Salary: $75,000-$95,000/year based on experience Benefits: 401(k) matching Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Vision insurance Commission pay Bonus opportunities Hours: Monday - Friday, 8am-5pm In office 4 days a week with 1 day WFH Ability to Commute: San Jose, CA 95113 (Required) Ability to Relocate: San Jose, CA 95113: Relocate before starting work (Required) Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Candidate is required to hold either a US passport, a green card, or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)

Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial bent. Our team, most of whom have worked together for many years, is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee owned. We live to serve and guide successful people to financial wellbeing, and we are looking for Financial Advisors who share our core values and commitment. If this is you, we want you to join our team! As an Associate Financial Advisor, you will be an integral part of the team delivering the personalized service and hospitality that is our hallmark. The career path for this role graduates to becoming a primary advisor on client relationships, with the opportunity to learn how to meet and engage with prospective clients. The role is based in our Redwood City, CA office and works on a hybrid model (currently two days in the office, three days at home). Your main responsibilities will include: Delivering exceptional service to our clients Managing the workflow of the team Scheduling and preparing for client and prospect meetings Attending meetings and coordinating follow-up Inputing client data into our financial planning program and producing reports and analysis Performing regular review of client accounts, reports and invoices to ensure accuracy and appropriate follow-up Coordinating with our Client Service and Investment Operations Teams on account paperwork, custodian-related service activities, and client deliverables Ensuring all client activity is properly documented and compliance-related items are up to date and delivered Are you the right fit? You are passionate about helping people and are dedicated to exceeding client expectations You have strong organizational and rigorous follow-up skills to ensure all client needs are being met Attention to detail is second nature to you-it's all about getting things right You love being part of a team and actively engage with other team members to bring our best to clients You are a proactive self-starter and do not hesitate to ask questions to get the job done You have excellent written and oral communication skills and are proficient with standard office software You have a bachelor's degree and at least 1-2 years of experience in financial planning, wealth management or related industry You expect to earn your CFP designation within two to three years. Bonus points: you have a major or minor in a CFP Board-accredited Personal Financial Planning Program and/or a CPA designation What Do We Offer? We offer the right people the opportunity to join an entrepreneurial firm committed to the personal and professional growth of each team member and to maintaining a positive, encouraging working environment. We respect each other and enjoy working together. For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership. We offer a comprehensive benefits and perks package which includes: 401(k) plan with an employer match Competitive health insurance options, with a generous employer contribution Flexible Paid Time Off (FTO) program Educational reimbursement Employee engagement platform for recognition and rewards Health and wellness benefit Early office closure on Fridays Beautiful offices and plenty of snacks Onsite gym and more Compensation Range: $90,000 to $107,000 Qualified candidates should apply at ****************************************

Job Description Etched aims to build the hardware for superintelligence. As we hit the limits of speed, cost, and scale on GPUs, specialized chips are inevitable and we aim to be on the forefront of this movement. Our first product (Sohu) only supports transformers, but has an order of magnitude more throughput and lower latency than a B200. With Etched ASICs, you can build products that would be impossible with GPUs, like real-time video generation models and extremely deep chain-of-thought reasoning. About the Role As the first hire on our finance team you will be a key financial architect behind our most critical initiatives. From deciding pricing, SKUs, and unit economics to accounting, financing strategies, cash flow and supply chain management, we are looking for a driven and talented FP&A partner to execute on our day-to-day financial operations. You will work closely with the executive team to build and implement the financial infrastructure that allows Etched to scale. This is a high-trust role that will require end-to-end ownership over key strategic projects. A successful candidate will be the type of individual that is constantly looking to improve existing processes and automate tasks to free themselves up to work on higher leverage projects. This role reports directly to our Head of Strategic Finance. Representative projects Create monthly, quarterly, and annual P&L, Cash Flow, and HC models Establish an accounting, invoice, and spend management system Analyze and recommend pricing strategies and payment plans in partnership with the GTM team Analyze unit economics and identify opportunities for improvement in supplier selection Model financing options including line-of-credit usage with suppliers and trade finance solutions for customers Build and optimize our working capital position to maximize our growth prospects Prepare our quarterly board packets and investor materials Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA, CFA, or advanced certification is a plus. 3-5+ years in FP&A, corporate finance, or strategic finance roles, preferably within a startup or high-growth environment. Banking, Private Equity, and Consulting experience is also welcomed. Advanced financial modeling, cash flow forecasting, and proficiency in Excel and Google Sheets; experience with financial planning software and data visualization tools like Power BI and Tableau Strong quantitative skills with the ability to synthesize complex data into actionable insights. Excellent verbal and written communication skills; proven ability to work collaboratively across functions. Entrepreneurial spirit, proactive, adaptable, and aligned with our mission-driven, high-energy team environment. This role will be a high impact role and requires an individual who can operate independently and is excited by the opportunity to help push the company forward We encourage you to apply even if you do not believe you meet every single qualification. Strong candidates may also have experience with: Prior exposure to supply chain finance, equipment financing, or vendor financing. Deep understanding of AI, hardware, and/or semiconductors Deep understanding of the AI research field and broader market Deep understanding of the unit economics of GPU and hyperscale clouds

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm 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. 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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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: **************************************************************************

Join Align's Finance Analytics team for a hands-on summer internship focused on data-driven decision-making and AI-powered solutions. You'll work on financial analysis, forecasting, and automation projects, leveraging tools like Power BI, Python, and Copilot AI to enhance planning and reporting Role Expectations Assist in data analysis, forecasting, and reporting for annual planning and monthly reviews. Build and optimize dashboards and predictive models to support business and growth tracking. Explore and implement AI-driven tools (e.g., Copilot, machine learning models) to improve financial workflows. Collaborate with Product, Marketing, and IT teams to integrate automation into planning processes. Document processes and provide recommendations for efficiency improvements. Support ad-hoc analysis and data visualization for leadership presentations. What We're Looking For Education: Pursuing a Bachelor's or Master's degree in Finance, Data Science, Business Analytics, or related field. Skills: Strong analytical and problem-solving abilities Proficiency in Excel, Power BI, and data visualization tools Basic knowledge of Python/R and SQL Technical: Familiarity with AI/ML concepts and interest in Copilot or similar AI assistants. Communication: Ability to present insights clearly and collaborate effectively. Teamwork: Comfortable working independently and in cross-functional teams. Complementary Skills Experience with Business & financial modeling and forecasting techniques. Exposure to cloud-based analytics platforms and automation tools. Strong attention to detail and ability to manage multiple priorities. ..

Full-time Description Under the direction of the Financial Center Team Leader and/or Assistant Financial Center Team Leader, the Financial Service Representative provides a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sale of negotiable instruments, etc. Actively promotes and advises on credit union products and services. In order to safeguard the trust that members place in our institution, the Financial Service Representative is expected to perform his/her job duties accurately, efficiently and with the highest degree of integrity. Reasonable accommodations may be made to enable individuals with disabilities. Essential Functions Include but are not limited to: Responsible for being knowledgeable of and ensuring that service standards, as defined and established by the Credit Union, are actively pursued and routinely achieved in the day to day performance of job duties. Actively supports the Purpose, Values and Strategic Plan of Excite Credit Union. Takes responsibility for individual career development and training and seeks opportunities to learn new skills to further enhance job knowledge. Completes assigned self-study courses in a timely manner. Actively participates in team meetings. Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions. Within established levels of authority, inspects and verifies negotiable instruments for deposits, places appropriate account holds, obtains necessary authorizations and performs a variety of other FSR functions as directed and in accordance with established policies and procedures. Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift. Takes personal responsibility for every service outcome. Answers basic questions from members and effectively communicates the credit union's products, services and membership requirements. Handles all negotiable items, such as cashier's checks, money orders, gift cards and temporary checks, in an accurate and efficient manner. Redeems US Savings Bonds. Performs financial center opening and closing duties as assigned. Meets or exceeds all sales, service and productivity goals to assist the financial center in meeting its goals. Makes effective referrals to other specialists when appropriate. Uses effective communication skills to learn about each member and builds relationships. Actively seeks to uncover “unexpressed” member needs during each interaction. Ensures sales goals do not interfere with doing what is best for the member, the team and the credit union. Ensures follow-up commitments are met. Key Competencies: Member Focus: Makes our members (community, ECU and/or Team) and their needs a primary focus while developing and sustaining productive relationships. Demonstrates the ability and willingness to find out what the member wants and/or needs and acts accordingly while taking the cost, return on investment and core values into consideration when making decisions. Accountability: Demonstrated follow through and ownership for own and delegated projects, work and other duties. Building Trusting Partnerships: Support and build working and collaborative relationships between departments, team leaders and internal/external members to meet ECU goals. Recognizes the contributions from other department and invites representatives to discuss ideas and plans to achieve work goals. Able to receive and provide feedback to and from others while helping others feel valued, appreciated, and included in discussions. Communication: Strong verbal and written communication. Makes favorable impressions by interacting professional with staff, partners and internal/external members that build effective relationships. Compassionate: Allow people to learn from mistakes and show genuine interest in the success of others while promoting their abilities and encouraging new innovative ideas. Flexibility and Adaptability: Maintains effectiveness when experiencing change within work structure, processes, requirements and/or culture. Quickly modifies behavior to deal effectively with changes in the work environment and readily tries new approaches appropriate for the new situations. Is flexible and not persistent with ineffective past practices and behavior. Innovation/Entrepreneurship: Identifies implicit assumptions in the way problems or situation are defined and presented; sees alternative ways to view or define problems without being constrained by past practices. Passionate / Values Based: Keep the organization's vision and values at the forefront of decision-making and action. Communicates the importance of the vision and values while helping others understand their importance. Moves others into action by translating the vision and values into day to day activities and behaviors. Sales and Persuasiveness: Uses appropriate interpersonal styles and communication methods to gain acceptance of product, services and/or ideas from prospects and existing clients, partners and members. Demonstrates flexibility in dealing with the personal/stylistic differences of our existing and potential clients, partners and members. Continuous Learning: Actively identifying new areas for learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application. Targets leaning needs, seeks to learn and maximize knowledge; takes risks in learning and applies knowledge into practical use to improve and support Excite business objectives. Requirements Required Experience and Education High school diploma or equivalent Minimum 1 year customer-facing experience in a retail environment Experience working in positions with sales/referral goals (team & individual) Previous cash handling experience Demonstrated ability to be fiscally responsible Desirable Experience and Education Previous financial industry experience Bi-lingual skills (English/Spanish) Physical Demands While performing the duties of this job the employee may be required to use hands to finger, handle, or feel; and talk and hear. The employee frequently is required to walk and reach with hands and arms and stand for long periods of time. The employee is required to occasionally sit, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. Work Environment Performs job duties inside the typical office setting with minimum time in an out of office environment. Team Member will be exposed to moderate stress levels associated with the performance of the job duties described above. There may be extended periods of computer and telephone use while performing job duties. Employee will be intermittently seated, standing and/or walking during the course of a normal business day. While every precaution is taken to avoid exposing employees to dangers in the workplace, working in a financial institution may expose employees to certain hazards in the event of criminal activity including robbery and/or attempted robbery. ***The above statements reflect the general details necessary to describe the principle functions of the position described and shall not be construed as a detailed description of all work requirements that may be inherent in the position. Management retains the discretion to add to or change the duties of the position at any time.*** Salary Description $21-$24/hour DOE

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field. Basic understanding of financial concepts, including budgeting, forecasting, and financial modeling. Previous internship or project experience in finance, accounting, or related fields is preferred. Ability to assist in the preparation of detailed financial reports and analysis, including variance analysis and financial projections. Strong analytical skills, with the capability to work with large datasets and perform complex numerical calculations. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for working with finance teams and explaining financial concepts to non-finance stakeholders. Proficiency with Microsoft Office, particularly Excel, and familiarity with financial modeling tools. Eagerness to learn about financial strategy, market trends, and the operational impacts on finances. Creativity and innovation in developing financial solutions to business challenges.

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **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 (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **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.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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** Saratoga,CA $25.00 - $32.69 / hour

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

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 Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small 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: Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Service business customers with their business needs in a branch environment Carry out business banking focused functions over the phone Present recommendations for resolving more complex situations Provide information to colleagues, internal partners, and stakeholders, including customers Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments Participate in community organizations and build relationships with centers of influence Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 2+ years of branch small business banking 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 Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting Location: 1006 Blossom Hill Rd,SAN JOSE, CA 95123 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. $28.00 - $44.00 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: 30 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.

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 Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small 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: Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Service business customers with their business needs in a branch environment Carry out business banking focused functions over the phone Present recommendations for resolving more complex situations Provide information to colleagues, internal partners, and stakeholders, including customers Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments Participate in community organizations and build relationships with centers of influence Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 2+ years of branch small business banking 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 Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting Location: 1006 Blossom Hill Rd,SAN JOSE, CA 95123 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. $28.00 - $44.00 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: 30 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.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities. Through leadership development, ongoing education, and field advisory councils, we nurture diverse pipelines of talent and create space for every voice to be heard. Beyond our work in financial planning, our district is deeply committed to giving backsupporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. With over $11,000 donated directly into the community, we are proud to stand alongside organizations that make a meaningful difference in peoples lives. Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Anthony Ivancich Managing Director: Time with NM: 14 years. Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career. Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan. Francisco Arrevalo Financial Advisor: Time with NM: 3 years. Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted The Unknown podcast, which focused on sharing real-life stories to inspire others. Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers. Sarah Willson Financial Representative: Time with NM: 2 months. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services. Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime. Chandler Sanguinetti Associate Financial Advisor: Time with NM: 3 years. Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor. Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.