First Citizens Bank jobs in Santa Monica, CA - 588 jobs

Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Los Angeles office Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. The Relationship Advisor "RA" manages a portfolio of borrowing and non-borrowing clients and is responsible for client onboarding, client servicing and proactive client solutioning with a key focus on the Venture Capital and Private Equity market. A key member of the client's relationship team, the RA serves as the client's dedicated point of contact for deposit, cash management banking needs, and day to day needs. Responsibilities New Client Onboarding * Leads client's onboarding journey, collaborating with client's Relationship Manager and Product Advisor to understand client's strategy and short - and long-term financial needs * Conducts onboarding activities to include: * Leads client discussions to identify deposit and cash management needs * Performs product demos independently * Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements * Gathers and validates all relevant legal documentation to adhere to KYC based on client's legal entity type * Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status * Post onboarding, proactively engages client to review services and ensure client understanding and utilization * May assist more junior RAs with client onboarding Client Servicing * Acknowledges and orchestrates fast resolution of in-bound service inquiries * Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution * Researches and resolves complex client inquiries; ensure resolutions of solution solves client's need and / or issue * Leverages client's service need as an opportunity to identify broader solutions to support client needs * Takes initiative to resolve complex client inquiries before escalating to Manager Risk Advice * Advises clients on risk mitigation strategies to combat money laundering and fraud * Manages internal Know Your Client "KYC" for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements * Leads clients discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls * Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts Client Success * Collaborates with client's Relationship Manager and Product Advisor teams to remain apprised to short - and long - term client strategy; advises relationship team on client's service themes and trends * Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships * Performs client account reviews and facilitates product discussions to support client short - and long - term financial needs * Positions solutions within knowledge set, from qualify to close, for select deposit and cash management services Qualifications Bachelor's Degree and 2 years of Commercial Banking Client Service experience in OR High School Diploma or GED and 6 years of experience Preferred: * Commercial banking experience * Strong experience building client relationships * Demonstrated organizational skills * Able to prioritize tasks with effective time management in a fast-paced environment * Strong written and verbal communication skills * Able to work in a team environment and comfortable working independently The base pay for this position is generally between $74,000 - $100,000 annually Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

WHAT IS THE OPPORTUNITY? The Payments Fraud Analytics Lead, leads the Bank's fraud prevention and risk management activities for payment systems to mitigate both the Bank's and our clients' exposure to potential fraudulent activities. The manager is responsible for evaluating industry, client and situational/threat trends by payment type, as well as cross-channel. This position is responsible for ongoing analytics and recommendations which are presented to senior executive management enterprise wide, and used to rapidly respond to emerging fraudulent activities. In addition, the manager is responsible for developing and implementing the Bank's Fraud Prevention analytics to support new products such as Zelle, as well as new product features such as increases to existing debit cards. WHAT WILL YOU DO? Develop the Bank's payments fraud strategy to minimize the Bank's payments fraud losses. Assess trends impacting payments fraud and provide real-time recommendations to mitigate potential fraud against the Bank and clients. Define, formulate and create complex analytical models to assess payments fraud activities. Create models to assess payments fraud activity within a specific payment system and across payment systems. Serve a Bank's Knowledge Expert on Payments Fraud and accountable for developing the Bank's Payments Fraud Strategy. Actively participate on key payments initiatives. Create, test and implement rule criteria. Balance fraud prevention recommendations with client experience considerations. (note: Updates may be required on a 24/7/365 basis to prevent fraud.) Analyze loss data and recommending/implementing appropriate loss prevention strategies. In addition, evaluate fraud cases and losses holistically to identify potential trends, and areas of improvement. Participate actively participate in development of Fraud Policies and Risk Management activities, supporting a broad-spectrum of business units across the Bank. Develop and produce executive key performance metrics and report to senior management and enterprise risk. Create and deliver reports as requested by clients, implement state of the art analysis tools and forecast processes that ensure global delivery of actionable information as necessary. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 5 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence. Minimum 3 years with fraud strategy and rule writing Minimum 3 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring. Additional Qualifications Strong analytical, interpretive and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas. Prefer 7 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence. Prefer 5 years with Falcon (or comparable system) fraud strategy and rule writing Prefer 5 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring. Ability to create and maintain complex mathematical models. Outstanding communications skills and ability to clearly communicate with both senior executives and staff. Exercise judgment within defined procedures and practices to determine appropriate action. Comprehensive knowledge of risk principles and procedures. Ability to synthesize large quantities of data into concise presentations with sound business conclusions. Thorough knowledge of PC computing environment, experience with database/data warehouses, and experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects. Ability to interact effectively with all levels of Bank personnel and customers. Must be able to work in a high-productive, deadline-oriented environment. Must be flexible to handle multiple tasks simultaneously. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW

PORTFOLIO MANAGER II- FUND FINANCE WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Fund Finance Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide customized solutions for asset management clients in support of both their managed Funds and the capital needs of the Firm. Transaction types include (i) capital call and subscription facilities for managed Funds (RLCs used to bridge timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, dividend distributions, general corporate purposes, GP investments and partner buy-outs. Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. Provide ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) Comfortable working in a high-volume, fast-paced environment serving financially sophisticated clients. WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree in Finance, Business, or related field Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Intermediate analytical skills, with the ability to interpret complex data and make informed decisions Fund Finance knowledge and expertise WHAT'S IN IT FOR YOU? Compensation - *Hourly Position Starting base salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JO1 #GD-JO #CA-JO

WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. * Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. * Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings. * Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. * Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team is coordinated on communication. * Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. * Ensure that relationship plans have been developed and are implemented. * Work with the Client Manager and rest of client team to ensure preparation of all presentation and review materials. * Ensure that client's current goals, risk tolerance, and constraints are reflected in the IPS for managed investments. * Ensure that regular, tailored investment and relationships reviews occur between client team and client. * For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO. * Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities). * Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship. * Maintain all appropriate training and continuing WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. * Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services. * Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients. * FINRA Series 7 and 63 and 65 or 66 * California Insurance License *Additional Qualifications* * Strong understanding of all products and services applicable to high net worth clients. * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Strong interpersonal, verbal, and written communication skills * Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills. * Contributes positive suggestions and demonstrates productive collaboration with Line of Business and product partners that lead to ongoing growth and development of PB and City National Bank. * May partner with another CA and manage a risk adjusted revenue book of up to $2million. * Usually possesses a BA or MBA and typically has 8 years of financial services experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63, and 65 or 66 securities licenses and state insurance license preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. Specific responsibilities include, but are not limited to: * Managing the branch's Wealth Management Client Associates and Service Support Staff * Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures * Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market * Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Resolving complex, escalated client service and operational needs * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service, problem resolution, and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank. *The Opportunity* The auditor will work within a team and on occasion as an individual contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. *The Responsibilities* * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates. * Keeps informed of new services, products and events that have a significant technology and business impact. * Keeps abreast of changes in the business, regulatory, accounting and control environment in which City National operates, particularly in areas where audit responsibilities are assigned. * Assists the Senior Auditor and or Audit Manager in the development of the audit scope. * Holds preliminary discussions and interviews with auditees prior to the beginning of the field work. * Prepares narratives/flowcharts detailing internal controls of area audited. * Documents the workflow in the area audited, develops audit programs or procedures, and updates audit programs as necessary. * Performs program procedures and documents work performed, test results and conclusions using work paper preparation guidelines. * Holds discussions/interview with auditee to gather information, obtains explanations and supporting data/information and documents audit findings and the conclusions drawn. * Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as they arise. * Contributes to the drafting of audit observation sheets and audit reports. * Supports and or participates in audit exit meeting with management. * Ensures written reports are properly prepared and formatted for distribution *The Qualifications* * Bachelor's Degree or equivalent * Minimum 3 years experience in performing internal control audits and risk assessments required. * Prior financial services industry experience, preferably banking * Understanding of risks, internal controls, work paper documentation and issue identification concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions. * Ability to work independently or under the guidance and supervision of a Senior Auditor. * Strong verbal and written communication skills, to effectively present to peers and management. * Ability to exhibit leadership skills needed to convey ideas and obtain management buy-in for constructive change. * Understanding of internal auditing standards, COSO and risk assessment practices. * Understanding of the technical aspects of accounting and financial reporting. * Experience in performing multiple projects and working with varying team members. This is the pay range that Magnit reasonably expects to pay for this position: $41.08/hour - $54.78/hour Benefits: Medical, Dental, Vision, 401K *QUALIFICATION/LICENSURE* *Work Authorization :* Green Card, US Citizen, Other valid work visa *Preferred years of experience :* 3 years *Travel required :* No travel required *Shift timings :*

About this role: Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role you will: * Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required * Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities * Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs * Process loan applications for mortgage transactions and review rates and terms within guidelines * Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication * Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements * Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process * Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education * Bilingual speaking and reading proficiency in Spanish/English Desired Qualifications: * 2+ years of mortgage retail sales experience * Expertise of general lending products and overall mortgage industry experience * Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources * Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market * Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs * FHA/VA & conventional loan experience is preferred * Knowledge and understanding of sales prospecting and generating referrals * Experience with educating clients on various mortgage purchase programs * Experience developing and cultivating professional relationships * Customer service experience * Basic Microsoft Office skills * Excellent verbal, written, and interpersonal communication skills * Ability to provide leadership by coaching, training, and mentoring Job Expectations: * Willingness to travel * Must take and pass required Spanish language assessment * Reliable transportation * Ability to work nights, weekends, or holidays as needed or scheduled * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Bilingual Spanish Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 8 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Posting Location(s): 602 W Route 66 GLENDORA, CA 91740 @RWF22 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $22.00 - $27.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 29 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Credit Officer II role is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real estate loans, and syndicated loans. The CO manages all of the ancillary credit exposure to clients. The CO maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the market. Responsibilities: Collaborates with Client Management teams to perform analysis of credit opportunities and prospects at the bank Manages client and prospect originations including initial credit structuring, underwriting, legal documentation review, and deal closing Delivers on data accuracy and quality of underwriting metrics in compliance with internal policies and procedures Monitors assigned portfolios of client loan maturities and collaborates with Analysts to continuously recognize and address risks in a timely manner Escalates and debates deteriorating assets in partnership with the Special Assets Group and Risk as appropriate Participates in Regional and Market meetings to communicate credit delivery best practices and results Skills: Collaboration Decision Making Loan Structuring Underwriting Written Communications Analytical Thinking Attention to Detail Credit Documentation Requirements Interpret Relevant Laws, Rules, and Regulations Mentoring Issue Management Negotiation Oral Communications Prioritization Risk Management Required Qualifications: 10+ years of solid Commercial Banking experience Experience in financial analysis, structuring, underwriting and portfolio management Analytical/technical skills, including financial accounting, modeling and loan structuring Strong communication skills; ability to communicate vertically, horizontally, and externally Industry knowledge across multiple sectors Minimum Education Requirement: BA/BS Degree Desired Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193) Pay and benefits information Pay range$125,000.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for developing and maintaining a network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Manages prospecting clients and the initial structuring processes, while determining customer financial objectives and lending needs Negotiates with the client on lending terms, preparing deal justification and related documentation, and advising on related policies and guidelines Maintains a network of relationships to drive business referrals for lending opportunities Works directly with clients through final loan approval and closing as necessary and ensures data quality of client and deal information Provides guidance to effectively challenge and influence the strategic direction and tactical approaches of priority decisions Maintains thorough knowledge of lending programs, policies, procedures, and regulatory requirements and understands the suite of Wealth Management products and services to support business requirements Manages multiple tasks and sets priorities in line with the bank's overall strategy and prioritization Required Qualifications: Minimum of five years of experience in a loan origination role with significant experience working with ultra-high net worth and affluent client base Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals Strong background in the credit solutions, ranging from standard to custom mortgage products and other securities-based lending Significant experience building relationships with clients Understands processing, underwriting and/or closing procedures Working knowledge of federal regulations governing real estate lending Strong communicator, both verbally and in writing Self-motivated and highly organized Can prioritize multiple competing tasks Can build and maintain solid referral base (that is, strong community involvement/ties, established relationship with assigned Merrill Lynch financial advisors) Uses appropriate interpersonal styles, communication methods and approaches to gain clients Understands that the level of service provided is directly correlated to driving sales volume Note: Series 7 and 63 licensing is not required but may be maintained permissively Desired Qualifications: Familiarity with FHA and HUD guidelines Strong computer skills, including Microsoft applications and previous experience using laptop technology for communication purposes including accessing rate, credit and loan status information Demonstrates adaptability and flexibility Has a positive attitude Ability to take ownership/accountability and demonstrates integrity Bachelor's Degree in business or related field Skills: Client Solutions Advisory Collaboration Data Privacy and Protection Influence Networking Attention to Detail Client Management Credit Documentation Requirements Customer and Client Focus Problem Solving Active Listening Causation Analysis Conflict Management Loan Structuring Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - CA - Woodland Hills - 21215 BURBANK BLVD (CA7810) Pay and benefits information Pay range$65,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset. Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications 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 Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66 Previous Industry Experience Bachelor's Degree Industry knowledge and understanding of investment products Enjoys a fast-paced environment with changing and evolving responsibilities Detail oriented Invested in personal development Consistently pursues client experience excellence Works quickly to fulfill client needs, delivering complex solutions Frequent communication and an abundance of discretion with sensitive information Microsoft Word, Excel and PowerPoint experience with Salesforce a plus Professional verbal and written communication 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; FINRA For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193) Pay and benefits information Pay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: The GWIM Credit Product Specialist acts as an extension of the Credit Executives. The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities (e.g., LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience. The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to meet these objectives. Skills: Attention to Detail Business Development Loan Structuring Portfolio Management Relationship Building Active Listening Analytical Thinking Client Management Customer and Client Focus Profitability Analysis Collaboration Financial Forecasting and Modeling Pipeline Management Sales Performance Management Sales Strategy Requited Qualifications: 3 years of progressively responsible experience in the job offered or a related finance / banking occupation Desired Qualifications: Bachelor's degree or equivalent in Finance, Business Administration, Financial Economics, or related Prefer 3 years of experience in each of the following: Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients; Cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business; Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans; Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities; and, Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures. Shift: 1st shift (United States of America) Hours Per Week: 40

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified retirement plans, asset management, custody, escrow, and philanthropic services. Identifies and leverages opportunities for business growth within the community. Utilizes a strong knowledge of the Bank's offerings to determine the appropriate service for client needs. Facilitates client service and retention goals by ensuring a smooth transition of the business for any acquired clients. Responsibilities * Client Acquisition - Promotes the Bank's institutional services to small business, corporations, foundations and endowments, various public authorities, trade associations, certified public accountants, attorneys, and investment banking or brokerage firms. Generates referrals through industry contacts and participates in calling efforts to achieve sales goals. * Partnership - Cultivates strong partnerships with associates and team members to achieve sales results. Successful partnership can be defined by Partner Goal Achievement as well as high number of bankers with wins as a percentage of business and commercial partners. * Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations. Utilizes industry connections to promote services, create awareness, and cultivate referral opportunities. Communicates new developments, products, or services within the industry to banking partners. * Coordination - Coordinates activities and communication between the Bank's administrative teams and clients or their representatives. Ensures a seamless transition of acquired businesses. Qualifications Bachelor's Degree and 6 years of experience in Practical Institutional Wealth Business (either Administration or Sales) OR High School Diploma or GED and 10 years of experience in Practical Institutional Wealth Business (either Administration or Sales) License or Certification Type: Possess valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market The base pay for this position is $125,000. Actual base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For this role, total compensation also includes, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #LI-JW2

WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a residential mortgage. The Underwriter III analyzes and interprets the most complex financial and non-financial data decisioning the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III is also responsible for LLCs along with other complex borrower types. The Underwriter III works within established lending authorities and guidelines, with complex or unusual situations escalated to the next highest authority level for resolution. This includes mentoring and training of Underwriters I and II including second level reviews. What you will do * Reviews the loan package received to ensure completeness verifying that all supporting documents are included to make a credit decision per established policies * Identifies issues and recommends appropriate resolution within policy service level agreements * Analyzes and determines the financial capacity of the borrower's ability to repay: * Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads * Reviews for stability of residency and employment * Verifies income per established policy * Identifies any exceptions to current policies * Documents a reasonable conclusion mitigating any identified risks supporting the request will be repaid * Accurately sets and clears conditions * Interacts with RLC and Processor throughout the life cycle of the loan, providing information, updates and assistance as required * Updates System(s) with pertinent information and appropriate data as required * Renders a decision within his/her lending authority. If deal is outside of lending authority, provides a recommended decision and submits for appropriate level signing authority * Originates appropriate client letters; Commitment, Counter Offer, Declination * Certifies and provides a final Workbook to the Processor * Ensures compliance with bank and statutory/regulatory guidelines * Client Satisfaction * Promotes a team environment fostering a positive working environment * Functions as a collaborator and innovator to drive continuous improvement * Provides guidance and support to the RLC and Processor when required * Utilizes systems and tools to ensure that the RLC's are updated on the status of loans * Interacts and communicates daily with all levels as required to support business units, Processors, Funding/Doc Prep to ensure requirements are understood and met * Provides timely, complete and accurate response to inquiries * Handles all situations in a professional and ethical manner * Takes the lead in resolving problems for his/her own loans; assisting Underwriters I and II with resolutions * Supports and contributes to the quality and customer satisfaction goals of the bank * Productivity * Ensures all goals and service level agreements (SLAs) are met * Tracks, logs and provides daily, weekly, monthly, quarterly reporting of production statistics as defined by management * Consistently meets quality control and data integrity standards * Effectively utilizes available systems, workflow and imaging tools * Mentor and train Underwriters I and II * 2nd level review of Underwriters I and IIs' work * Performs other duties as assigned by Management, including participation in projects, process improvement initiatives, etc. *Must-Have** * Minimum 7 years of experience as an Underwriter in a financial services or mortgage banking environment required. * Minimum 7 years of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required * Minimum 7 years of experience with state and federal lending regulations (i.e., Ability to Repay (ATR), RESPA, Reg B, Reg O, Reg Z, Fair Lending, etc.). *Skills and Knowledge* * Bachelor's degree in Business, Finance or Economics or related discipline with 10 or more years of experience in a mortgage banking environment required * Familiar with FNMA/FHLMC guidelines * Computer literate with experience using Microsoft applications with mortgage industry standard software, preferably InterLink E3 or NetOxygen/Gallagher. * Superior ability to communicate effectively in both verbal and written form * Strong time management skills to plan and organize a high daily loan volume * Strong ability to be very detail oriented * Must be a team player and work constructively with their fellow colleagues * Specific knowledge and exposure to funding and loan documentation to resolve more complex situations such as occur with LLC's, irrevocable trusts, and Co-operatives *Compensation* Starting base salary: $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. Responsibilities: Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience Ensures compliance with regulatory and legal requirements related to client accounts and portfolios Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects Required Qualifications: Minimum of five years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects Demonstrates initiative and a proactive approach to problem solving Creative though prudent approach to providing solutions within the bank's risk/reward profile Proven ability to confidently close sales and meet or exceed revenue targets Has good people/partner communication skills and is a team player Displays a high level of savvy and sophistication regarding high-net-worth clients' concerns / issues Ability to communicate and connect with high-net-worth clients Desired Qualifications: Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment Skills: Risk Management Business Development Client Management Wealth Planning Customer and Client Focus Client Experience Branding Client Solutions Advisory Process Management Decision Making Presentation Skills Prospecting Financial Analysis Attention to Detail Critical Thinking Planning Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165) Pay and benefits information Pay range$98,100.00 - $210,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

*PREFERRED BANKING RM II* WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset management, trust and estate planning. Manages overall relationship profitability, risk and is responsible for profitable growth of their portfolio. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. WHAT WILL YOU DO? * Business Development * Partner with Commercial and Specialty Banking Relationship Managers to gain introductions into companies CNB banks to identify and develop new personal client relationships * Demonstrate market knowledge and competence to cultivate strong trust and partnerships within the companies serviced by Commercial and Specialty banking to generate referrals and leads. * Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings * Participate in community and other events, during or after business hours, in support of Commercial and Specialty Banking Division and to generate opportunities * Relationship Management * Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets Ensure full client team is coordinated on communication. * Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. * As appropriate, ensure that financial plans are developed and maintained with the support of Financial Advisor partner. * Ensure that regular, tailored investment and relationships reviews occur between client team and client. * Risk Management, Credit Quality, and Compliance * Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities). * Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship. * Maintain all appropriate training and continuing education requirements for licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of direct sales experience required. * Minimum 7 years of experience in a financial institution required. * Minimum 5 years of new accounts with a strong focus on business development experience required * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act *Additional Qualifications* * Demonstrated sales abilities with affluent and high net-worth client segments * Strong understanding of financial markets and all products and services applicable to high net worth clients. * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Strong interpersonal, verbal, and written communication skills * Proficient in technical skills particularly with excel and power point * CFP designation or equivalent training highly desirable * FINRA Series 7and 63 securities licenses preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#CA-MD \#LI-MD

2027 Investment Banking Summer Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. Investment banking Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. Program overview This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. What to expect The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: Supporting financial analysis and contributing to transaction execution Conducting company and industry research Assisting in the preparation of client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development. Is this program right for you? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required qualifications 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired qualifications Strong academic achievement Bachelor's degree with expected graduation between December 2027 - June 2028 Demonstrated interest in finance and financial markets Strong analytical and communication skills Proven ability to take on significant responsibility Relevant internship experience Ability to work effectively both independently and in teams Proficiency in Microsoft Office (Excel, PowerPoint, Word) Program Locations Primary locations include Los Angeles, and San Francisco Pay Range $53/hour Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $43.27 - $72.12 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 29 Apr 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: * Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Receive direction from managers and exercises judgment within defined policies and procedures * Escalate questions and issues to more experienced roles * Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions * Identify information and services to meet customers financial needs Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and team members * Experience working with others on a team to meet customer needs * Cash handling experience * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location(s): * 7950 Westminster Ave Westminster, CA 92683 @RWF22 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $22.00 - $27.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 3 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Copied R-458039 5/15/2025 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 3 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.