Finance service representative jobs in Carlsbad, CA - 951 jobs

JOB TITLE: Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits CLASSIFICATION: Non-Exempt LANGUAGE REQUIREMENT: Bilingual English and Spanish COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience COMPANY OVERVIEW: Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines. Our teams support clients through direct service, accountability, and clear communication. Our culture emphasizes ownership, collaboration, and trust. We offer a comprehensive benefits package: 401k with employer match Medical, dental, vision, life, and disability insurance Paid Time Off Paid holidays Paid sick leave Professional development opportunities Flexible work arrangements JOB SUMMARY: The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries. You operate in a high-volume, member-facing environment. You resolve routine issues and escalate complex matters following defined guidelines. Your work supports a consistent member experience and reduces service interruptions for Account Management teams. DUTIES/RESPONSIBILITIES: Employee and Member Support Serve as the primary contact for benefit inquiries via phone and email Explain coverage, eligibility, and benefit usage in clear terms Guide members through carrier portals, mobile applications, and ID card access Support employees during open enrollment Provide bilingual support in English and Spanish Routine Benefits and Claims Support Process ID card requests and replacements Confirm provider network participation Respond to basic claim status inquiries Verify eligibility and enrollment changes Add or remove dependents Provide prescription refill guidance Address standard open enrollment questions Issue Identification and Escalation Identify issues requiring escalation Route cases to Account Management per internal guidelines Ensure complete documentation prior to escalation Maintain ownership until successful handoff is confirmed Documentation and Collaboration Document all interactions and outcomes in the CRM system Track open items through resolution Partner with Account Managers and Advocacy teams Identify recurring issues and share trends with leadership EDUCATION & EXPERIENCE: Required Skills & Qualifications · One to three years of experience in employee benefits, insurance · Bilingual English and Spanish · Clear written and verbal communication skills · Ability to manage high call and email volume · Strong organization and follow-through · Professional and composed in time-sensitive situations Preferred Qualifications · Experience in an employee benefits brokerage or consulting environment · Knowledge of health and welfare benefit plans · Experience with CRM or benefits administration platforms · Working knowledge of Outlook, Word, and Excel Measures of Success Timely resolution of routine member issues Clear and complete escalation documentation Positive member experience feedback Reduced disruption to Account Management workflows

```html About the Company - Established State Farm Agent in Rancho Bernardo area looking for a licensed and experienced Part-Time Customer Service Representative to provide outstanding service to our customers. This is an in-office position. Preferred Skills: Property and Casualty Licensed Experienced in the insurance industry Strong communication skills Friendly, reliable and smart Detail oriented Ability to work well in an office environment Pay range and compensation package - Based on experience. Equal Opportunity Statement: We are committed to diversity and inclusivity in our hiring practices. ```

Our client is seeking a dependable and customer-focused Customer Service Representative to support daily operations and deliver a high level of service to customers. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities Provide professional and courteous customer support via phone and email Respond to customer inquiries, service requests, and issues in a timely manner Maintain accurate records and documentation related to customer interactions Coordinate and communicate effectively with internal teams to ensure customer needs are met Follow established policies and procedures to maintain service quality and consistency Track open items and ensure timely follow-up and resolution Assist with administrative tasks as needed to support daily operations Qualifications Positive, professional, and customer-focused attitude Strong interpersonal and communication skills (verbal and written) Ability to multitask and manage changing priorities Ability to remain calm and effective in a fast-paced or high-pressure environment Strong organizational skills and attention to detail Reliable follow-through and time management skills Proficiency in Microsoft Word, Excel, and Outlook Preferred Skills Prior customer service or administrative experience Experience working in a team-oriented environment Ability to quickly learn new systems and processes Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Service Officer III (CSO III) is an onsite position and does not have remote opportunities. The Client Service Officer III (CSO III) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO III is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO III answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO III will also back-up the Client Service Manager or the Regional Branch Administrator and cover the branch and personnel in their absence. The CSO III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred. Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures. Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Strong computer skills. Good math skills. Ability to use Microsoft Office software package. Location: Onsite, no remote We are 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, or veteran status.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Golden Triangle, La Jolla, CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products. Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 4180 Avenida de La Plata, Oceanside, California 92056 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. ESSENTIAL FUNCTIONS New Accounts Perform all aspects of new account opening procedures for all bank products/services. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution. Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes. Maintain confidentiality of customer information as well as Bank proprietary information. Sales & Service Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively support branch new business promotions. Operations Perform deposits and withdrawal transactions. Reconcile and balance teller cash drawer. Process outgoing wires. Essential functions of Safe Deposit box (e.g. entry, opening, maintenance). Assist customers with problem resolution. Assist in ATM balancing. Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports. QUALIFICATIONS College degree in business, accounting or finance preferred, but not required 1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus. Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred. Motivated to consistently provide our customers with excellent service and help them achieve their financial goals. PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus. Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments. Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships. Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers Ability to work independently and as part of team. Ability to give and receive feedback to improve skills and job knowledge. Able to work weekends and extended hours as required to meet business demands Bilingual English/Chinese (Mandarin or Cantonese) preferred. May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS). Able and willing to commute as required for business needs. OTHER DETAILS $22.00 - $25.00 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for incentive compensation. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators. Shift: 1st shift (United States of America) Hours Per Week: 40

Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch. What You Will Be Doing Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines. Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center. Working towards achievement of branch and individual sales and referral goals. Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities. Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own. Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store branches) Should cultivate relationship with retail store associates. Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities. Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities. Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals. Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required). Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered. Helping commercial and small business clients/prospects with product questions, account support and various other tasks. Assisting with wire transfers and other operational duties, as needed. High School Diploma or Equivalent Minimum of 24 months of sales and/or banking experience preferred NMLS registry required Proven sales skills Good analytical skills Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard Flexible work week schedule

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's Banking & Private Credit Practice leads the market in every major financial center worldwide. We advise a diverse range of credit providers, including banks, financial institutions, and private credit funds, as well as borrowers ranging from major public companies and sponsors to startups and growth companies. This vast scale and deep experience provide Latham with an unmatched 360-degree view of public and private markets. Always Ahead of the Market We see more deals than any other law firm, annually advising on hundreds of financings valued at hundreds of billions of dollars. Our practice, distinguished by its breadth and sophistication, covers every key product and deal type in every major market. With a track record of firsts, we consistently top global league tables and industry rankings and remain ahead of market shifts. Leveraged Finance Leader Latham's deep understanding of the sponsor market and trend-setting capabilities uniquely position us to advise both lenders and borrowers on leveraged and acquisition financings. We navigate the complexities of syndicated and private credit markets, providing strategic advice to major players across all industries. Our pioneering work in the direct lending market enhances our ability to guide direct lenders and their borrowers through complex deals, leveraging market-leading capital markets, M&A, and restructuring experience to develop innovative structures and facilitate efficient dealmaking. Prowess in Syndicated Lending Our broad and sophistication practice covers every key market, structure, and deal type in the syndicated market. With our global footprint, we regularly top the legal advisor league tables for syndicated lending and have worked on many of the largest and most complex leveraged buyouts in multiple jurisdictions. With decades of experience guiding clients through broadly syndicated loans and asset-backed lending transactions, we are a key port of call for investment banks and borrowers alike when navigating this complex marketplace. Private Credit Pioneer Our practice, built on a foundation of innovation and experience, counts as clients the most active lenders, funds, credit platforms, and investment managers, as well as borrowers, in a wide range of transactions from the middle market to large-cap. We routinely guide sophisticated private capital providers through: First and second lien loans Unitranche loans Mezzanine loans Asset-based loans, including first-in last-out (FILO) loans Preferred equity and other junior capital transactions Our experience spans deal sizes from the middle market to complex multi-billion dollar unitranche transactions. We design and implement multi-tiered capital structures, addressing subordination, security, intercreditor issues, restructurings, equity co-investments, and tax and regulatory matters. Excellence Across Syndicated and Private Markets Clients benefit from our profound market understanding and strong relationships with key players, including leading global banks, private capital funds, financial sponsors, information sources, and other market participants. We collaborate across Latham's global private capital platform to deliver seamless services tailored to each client's strategy and transaction objectives. We draw on our vast network to answer niche questions, meet client needs, and make transactions work for all parties. Built for Complexity Our Banking & Private Credit Practice is built for complex, cutting-edge, and consequential deals. This vantage point allows us to anticipate market shifts and tailor solutions to specific financial goals and risk appetites, accelerating growth and unlocking shareholder value through creative and innovative financing strategies. Our team is strategically positioned to advise and address the needs of our clients in any market, drawing on a winning complement of deep product expertise, innovation, and exceptional execution capabilities. About the Role The Latham Banking Practice in San Diego is seeking associates with a minimum of two years of private credit, acquisition finance, or leveraged finance experience to join our cutting edge and growing team. Our practice includes financing and development in the gaming and hospitality space. Our clients are borrowers, arrangers, and direct lenders. This is a high growth practice with a supportive, collegial culture that continues to expand every year. Main Contact Details Lateral Recruiting - Finance ******************************** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000

JobID: 210684428 JobSchedule: Full time JobShift: Base Pay/Salary: San Diego,CA $100,000.00-$120,000.00 As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to drive new client acquisition in partnership with the bankers * Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills * 3+ years in a similar banking, venture, credit or treasury role * Outstanding professional reputation and integrity * Strong leadership skills required * Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment * Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly * Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills * Bachelor's degree preferred * Superior knowledge of the market dynamics and its business environment preferred * Excellent problem solving, oral, and written communication skills

A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one. #J-18808-Ljbffr

Our client is seeking a dependable and customer-focused Customer Service Representative to serve as a key point of contact for customers. This role is ideal for someone who enjoys helping others, solving problems, and providing a positive experience while working in a fast-paced, team-oriented environment. Key Responsibilities Respond to customer inquiries via phone, email, and/or chat in a professional and timely manner Resolve customer questions, concerns, and issues while ensuring a high level of satisfaction Document customer interactions accurately in internal systems Process orders, returns, account updates, or service requests as needed Collaborate with internal teams (sales, operations, billing, etc.) to resolve escalated issues Follow established processes, policies, and service standards Identify opportunities to improve the customer experience Qualifications 1-3+ years of experience in customer service, call center, or client support roles Strong communication and interpersonal skills Ability to remain calm, professional, and solution-oriented Basic computer proficiency and ability to learn new systems quickly Strong attention to detail and follow-through Nice to Have Experience in a high-volume or phone-based support environment Familiarity with CRM or ticketing systems (Salesforce, Zendesk, etc.) Bilingual skills a plus Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 555 Saturn Blvd Ste C, San Diego, California 92154 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Relationship Banker (Commercial Lending) in Encino, Chino Hills, Tustin or Irvine, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices. Essential Functions: Responsible for acquiring, analyzing and maintaining client relationships. Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms. Solicits the sale of additional products and services to meet clients' needs. Develops and implements marketing plans for expanding business. Negotiates loan terms and conditions. Remains well versed in industrial, economic and financial situations relating to assigned clients. May be assigned specialized industry or market segments. Other duties as assigned. Qualifications: Requires a Bachelors degree in business, finance or a related field and 6+ years commercial lending, loan management and bank sales experience. A combination of education and experience may meet requirements. Loan management experience. Extensive knowledge of bank products, credit, commercial lending and loan management techniques. Ability to expand loans, client relationships and bank products. Must have strong interpersonal, oral and written communication skills needed to create relationships with loan clients. Strong analytical and negotiation skills. Broad application of principles, theories, and concepts in applicable discipline. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $121,000 - $192,000 annually depending on job-related factors such as level of experience.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators. Shift: 1st shift (United States of America) Hours Per Week: 40

About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's Banking & Private Credit Practice leads the market in every major financial center worldwide. We advise a diverse range of credit providers, including banks, financial institutions, and private credit funds, as well as borrowers ranging from major public companies and sponsors to startups and growth companies. This vast scale and deep experience provide Latham with an unmatched 360-degree view of public and private markets. Always Ahead of the Market We see more deals than any other law firm, annually advising on hundreds of financings valued at hundreds of billions of dollars. Our practice, distinguished by its breadth and sophistication, covers every key product and deal type in every major market. With a track record of firsts, we consistently top global league tables and industry rankings and remain ahead of market shifts. Leveraged Finance Leader Latham's deep understanding of the sponsor market and trend-setting capabilities uniquely position us to advise both lenders and borrowers on leveraged and acquisition financings. We navigate the complexities of syndicated and private credit markets, providing strategic advice to major players across all industries. Our pioneering work in the direct lending market enhances our ability to guide direct lenders and their borrowers through complex deals, leveraging market-leading capital markets, M&A, and restructuring experience to develop innovative structures and facilitate efficient dealmaking. Prowess in Syndicated Lending Our broad and sophistication practice covers every key market, structure, and deal type in the syndicated market. With our global footprint, we regularly top the legal advisor league tables for syndicated lending and have worked on many of the largest and most complex leveraged buyouts in multiple jurisdictions. With decades of experience guiding clients through broadly syndicated loans and asset-backed lending transactions, we are a key port of call for investment banks and borrowers alike when navigating this complex marketplace. Private Credit Pioneer Our practice, built on a foundation of innovation and experience, counts as clients the most active lenders, funds, credit platforms, and investment managers, as well as borrowers, in a wide range of transactions from the middle market to large-cap. We routinely guide sophisticated private capital providers through: First and second lien loans Unitranche loans Mezzanine loans Asset-based loans, including first-in last-out (FILO) loans Preferred equity and other junior capital transactions Our experience spans deal sizes from the middle market to complex multi-billion dollar unitranche transactions. We design and implement multi-tiered capital structures, addressing subordination, security, intercreditor issues, restructurings, equity co-investments, and tax and regulatory matters. Excellence Across Syndicated and Private Markets Clients benefit from our profound market understanding and strong relationships with key players, including leading global banks, private capital funds, financial sponsors, information sources, and other market participants. We collaborate across Latham's global private capital platform to deliver seamless services tailored to each client's strategy and transaction objectives. We draw on our vast network to answer niche questions, meet client needs, and make transactions work for all parties. Built for Complexity Our Banking & Private Credit Practice is built for complex, cutting-edge, and consequential deals. This vantage point allows us to anticipate market shifts and tailor solutions to specific financial goals and risk appetites, accelerating growth and unlocking shareholder value through creative and innovative financing strategies. Our team is strategically positioned to advise and address the needs of our clients in any market, drawing on a winning complement of deep product expertise, innovation, and exceptional execution capabilities. About the Role The Latham Banking Practice is seeking associates with a minimum of 2 years of private credit, acquisition finance or leveraged finance experience to join our cutting edge and constantly growing team. Our clients are arrangers and direct lenders. This is a high growth practice with a supportive, collegial culture that continues to expand every year. Main Contact Details Lateral Recruiting - Finance ******************************** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000

JobID: 210629107 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Laguna Niguel,CA $22.50-$27.60 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience. 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.