Hingham Institution for Savings job in San Francisco, CA or remote
A leading banking institution is seeking a commercial real estate lender to originate loans and build relationships with borrowers in San Francisco. This position requires extensive knowledge of the Bay Area real estate market, with opportunities for both senior and mid-level professionals. The bank offers a competitive pay range of $150,000 - $400,000 annually and an attractive benefits package including 401K matching and health insurance. Flexibility in work environment is also provided, promoting productivity for the employees.
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$125k-175k yearly est. 3d ago
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VP Commercial Banking Relationship Manager - San Francisco
Hingham Institution for Savings 2.9
Hingham Institution for Savings job in San Francisco, CA
Incorporated in 1834, Hingham Institution for Savings is one of America's oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded but family-run since 1993, our objective has been to build one of America's great banks, characterized by superior long-term financial results, a fortress balance sheet that provides unquestionable assurance to our depositors, and an enduring culture of growth and success. We have a small, entrepreneurial team - just under 100 people - and we hold ourselves to high standards.
About the role
Hingham's Specialized Deposit Group (SDG) is looking for a Relationship Manager to take responsibility for some of the Bank's most significant business, institutional, government, and private client banking relationships. You will be responsible for new business development in the verticals the Bank targets: commercial real estate investors, property managers, nonprofit organizations, educational institutions, professional services firms, life sciences, and technology companies.
You will also manage a portfolio of existing relationships with key customers and their staff. As the key point of contact for these customers, you will manage the full range of their deposit banking needs, coordinate service requests and cross sell new products by partnering with our Business Client Services Team and Cash Management Specialists.
The SDG works closely with the Bank's Commercial Lending Group to deliver deposit services to new and existing commercial customers and refer commercial real estate loans. You will also work with commercial real estate customers to grow their deposit relationship with the Bank. We target operating accounts by providing a high level of service, offering competitive rates, and cross selling cash management services.
Hingham prides itself on a flat corporate structure and our bankers are entrusted with considerable responsibility for business development and customer service. The SDG also plays an important role in our ongoing product development and process improvement efforts, aimed at providing a higher level of service to our customers, and may be responsible for identifying, testing, and delivering new products and services for our customers.
Responsibilities
Business Development: You will develop new relationships through a self-sourced portfolio, with a strong focus on our existing customer verticals (property management, municipalities, commercial real estate, non-profits). It is critical that you enjoy actively prospecting for new business, as this is the heart of the role.
Manage Existing Relationships: You will serve as the primary banker for a portfolio of some of the Bank's most significant business, institutional, government, not for profit and private client banking relationships. You'll be responsible for coordinating their needs within the Bank, opening and closing accounts as necessary, and handling some of their basic needs relative to our digital products. You'll also be responsible for identifying opportunities to deepen our relationships with these clients through additional deposit/payments business or via our Residential and Commercial Lending Groups.
Find Problems and Devise Solutions: As we grow alongside our customers, their needs change and our products and services must evolve. You will facilitate delivery of our digital products, including online and mobile banking, payments services (wire, remote deposit capture, ACH, lockbox, and merchant services) in conjunction with our Digital Banking Group and third party vendors. These solutions solve real problems for our customers and it is critical we stay engaged with them to ensure that our products are meeting their needs. We'll also expect you to provide input to our product and process development process over time based on our customers' experiences.
Requirements
Successful candidates should have a strong record of business development or relationship management in a business banking, private banking or cash management role. A book of business in non-profit, commercial real estate, professional services, or property management is strongly preferred but not required.
What You'll Bring
High ethical standards
Strong analytic skills with an ability to translate business plans and goals
An ability to effortlessly build relationships with trust and respect
Strong self-management/drive and a meticulous approach to organization
Ability to prioritize and differentiate between what's needed versus what's wanted.
Be adept at handling multiple competing priorities and duties in a fast-paced, results-oriented, and rapidly changing environment
Comfortable with implementing structure
Experience working with distributed teams
Culture
Do you believe there's always room for improvement? We are constantly trying to improve our internal processes and our customer experience.
Do you always dot your i's and cross your t's? Attention to detail is a must.
Are you happy to lend a helping hand? We are a small, tight-knit group and at times all wear a number of different hats.
Are you transparent and do you prefer addressing the elephant in the room? We pride ourselves on being upfront and honest. We do not have the time or energy for corporate politics.
Do you pick up the ball that someone else may have dropped? We are looking for people that own the company goals beyond just doing their job.
Are you OK with making a mistake? We are too, as long as we learn from them and don't repeat them.
As a family-run company, we offer an excellent benefits package. Hingham is one of the most profitable banks in the country and our profit-sharing program offers all employees the opportunity to participate in this success.
401K Matching
Health Benefits with Employer Contribution
Life Insurance
Paid Time Off
Family Leave
Short & Long Term Disability
The pay range for this role is:
100,000 - 225,000 USD per year (San Francisco Office)
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$115k-153k yearly est. 1d ago
Mtge Home Ln Advisor - Roseville
First Bank 4.6
San Mateo, CA job
Mortgage Home Loan Advisor (Commission-Only)
Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity.
What You Will Be Doing
Sourcing leads for mortgage home loans
Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc.
Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan
Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns
Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met
Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program
Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process
$56k-73k yearly est. 3d ago
Service and Sales Banker - Taraval
First Bank 4.6
San Francisco, CA job
Banking Specialist III - Sales Focus
This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch.
What You Will Be Doing
Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center.
Working towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
(In-Store branches) Should cultivate relationship with retail store associates.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required).
Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered.
Helping commercial and small business clients/prospects with product questions, account support and various other tasks.
Assisting with wire transfers and other operational duties, as needed.
Helping coach Banking Specialist I and II on products, services, policies and procedures.
High School Diploma or Equivalent
Previous cash-handling experience preferred
Minimum of 24 months of sales and/or banking experience preferred
Life License (LB) preferred
NMLS registry required
Proven sales skills
Good analytical skills
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
$31k-34k yearly est. 3d ago
Service and Sales Specialist - Westminster
First Bank 4.6
Westminster, CA job
Banking Specialist II
This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions.
What You Will Be Doing
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required).
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Helping coach Banking Specialist I on products, services, policies and procedures.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationship with retail store associates.
Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
$43k-58k yearly est. 3d ago
Business Banking Officer - Orange County / Inland Empire
First Bank 4.6
Yorba Linda, CA job
Business Banking Officer II
A Business Banking Officer II is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of credit relationships including, but not limited to, lines of loans up to $1 million, Commercial Real Estate loans to $2 million and all government loan programs.
What You Will Be Doing
Direct calling on prospective new clients to generate loans, deposits, fees and alternative bank products and services for the retail branch network. Expected to meet or exceed annual production goals
Direct calling on top 40% of existing clients of assigned branches, in coordination with Branch Managers, with focus on relationship retention and new opportunities for loans, deposits, fees and alternative bank products and services for the retail branch network
Developing and implementing a marketing plan to increase loan referrals from outside referral sources and assigned retail branches
Providing on-the-job training of branch sales staff to augment core training offered by Corporate Training on all business products and services to increase internal referrals
Meeting with customers to discuss business needs, recommend ways in which the Bank can serve their needs and obtain complete application packages for submission to respective loan centers for processing
Completing basic analysis of business financial information to match bank products accordingly
Providing monthly and quarterly Sales Reports to management to measure sales performance to required sales objectives
Assisting assigned Branch Managers with servicing the branch portfolio of business credits including control of delinquencies and proactive maturing loan management
Bachelor's degree (B. A.) in a business-related field from four-year college or university preferred
Minimum of five years sales experience and/or training, preferably in a banking environment; or equivalent combination of education and experience
PC proficiency in Microsoft Windows environment preferred
Knowledge of SBA regulations preferred
$54k-75k yearly est. 3d ago
Sr. Commercial Banking Relationship Manager
First Bank 4.6
Roseville, CA job
Commercial Loan Officer IV
A Commercial Loan Officer III provides a full range of CRE lending and banking services to commercial customers. This includes determining credit eligibility, preparing loan narratives, ensuring loans meet appropriate criteria, and effectively cross-selling products. This officer would generate $20 to $30mm of new loan outstandings annually and manage a portfolio of loans between $50mm and $100mm.
What You Will Be Doing
Active solicitation of new CRE business and growth of new relationships
Gathering and analyzing CRE due diligence to recommend structure for a credit decision
Preparing loan presentations for Senior Management
Assuming full responsibility for quality, completeness and accuracy of all documentation in the loan portfolio.
Ensuring the CRE loan portfolio is actively managed for covenants, maturities and risk rating recommendations.
Gaining comprehensive knowledge of all bank products in order to cross sell Retail, Treasury Management and Wealth Management.
Contributing to Bank's overall management objectives by participating in leadership meetings and supporting bank goals
Participating in a variety of community-oriented and professional organizations
Bachelor's degree from a four-year college or university in Finance or a related field.
Seven or more years related experience and/or training.
Personal Computer (PC) proficient in Word/Excel required; other Microsoft programs a plus.
Ability to read, analyze and interpret financial reports and legal documents.
Ability to respond to inquiries/requests from clients and/or prospects.
Ability to effectively present information to top management, public groups and/or boards of directors.
Ability to define problems, collect data, establish facts and draw valid conclusions.
Ability to interpret financial data provided.
$109k-145k yearly est. 3d ago
Mortgage Home Loan Advisor - Ventura Area
First Bank 4.6
Oxnard, CA job
Mortgage Home Loan Advisor (Commission-Only)
Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity.
What You Will Be Doing
Sourcing leads for mortgage home loans
Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc.
Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan
Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns
Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met
Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program
Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process
$24k-31k yearly est. 3d ago
Personal Banker - Del Mar
First Bank 4.6
Del Mar, CA job
Banking Specialist III -- Sales Focus
This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch.
What You Will Be Doing
Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center.
Working towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
(In-Store branches) Should cultivate relationship with retail store associates.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required).
Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered.
Helping commercial and small business clients/prospects with product questions, account support and various other tasks.
Assisting with wire transfers and other operational duties, as needed.
High School Diploma or Equivalent
Minimum of 24 months of sales and/or banking experience preferred
NMLS registry required
Proven sales skills
Good analytical skills
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule
$31k-36k yearly est. 3d ago
Regional Sales Manager
First Bank 4.6
Newport Beach, CA job
Mortgage Area Sales Manager
A Mortgage Area Sales Manager leads the sales efforts of a mortgage production group by recruiting qualified candidates, establishing production goals and monitoring performance ensuring that individual and group loan production standards are met.
What You Will Be Doing
Recruiting and recommending qualified and high-performing mortgage loan originator (Home Loan Advisors) candidates for employment and ensure efficiency and effectiveness in recruitment practices, working with the Human Resources recruitment department
Setting acceptable production goals that meet or exceed the Bank's minimum standards. Coaching and mentoring performance ensuring that individual and group production goals are met and adhere to all First Bank policies and guidelines.
Working with loan production staff to ensure knowledge and understanding of all loan products and the underwriting criteria required for each area and ensuring that First Bank loan pricing guidelines and standards are followed
Traveling on a frequent basis to locations other than assigned branch/location
Providing input into group goals and annual budget. To ensure the budget is met, monitoring and approving expenses within the policies set forth by First Bank
Working closely with First Bank retail branch personnel to cross-sell products and services as opportunity arises
Interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
Bachelor's degree from a four-year college or university in finance or a related field
A minimum of three to five years related experience and/or training; or equivalent combination of education and experience
Ability to drive a car or obtain other reliable transportation is required
At least two year of previous management/supervisory experience in coaching mortgage loan sales performance is preferred
$83k-118k yearly est. 3d ago
2026 Investment Banking Summer Associate Program (California) - Early Careers
Wells Fargo 4.6
San Francisco, CA job
2026 Investment Banking Summer Associate 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.
The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment.
What to Expect
The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.
Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:
* Building valuation models and supporting transaction execution
* Conducting company and industry research
* Preparing client materials and pitch presentations
* Participating in diligence sessions, client meetings, and internal discussions
* Collaborating with senior bankers on engagements across sectors and geographies
* Supporting the development of junior team members
Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback 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
* 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
* MBA with an expected graduation date of December 2026 to June 2027
* Strong verbal and written communication skills
* Ability to operate effectively both independently and in teams
* Advanced Microsoft Office (Excel, PowerPoint, Word) skills
* Track record of leadership or involvement in professional or academic initiatives
Program Locations
Positions are available in San Francisco, with limited Los Angeles.
Pay Range:
CA (San Francisco, Los Angeles): $175,000 Yearly
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
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.
$138,500.00 - $287,600.00
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:
31 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.
$138.5k-287.6k yearly 60d+ ago
Teller - Taraval Area
First Bank 4.6
San Francisco, CA job
Banking Specialist I
This position, Banking Specialist I, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs.
What You Will Be Doing
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates.
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
$32k-36k yearly est. 3d ago
VP Commercial Real Estate Lending - San Francisco
Hingham Institution for Savings 2.9
Hingham Institution for Savings job in San Francisco, CA
Founded in 1834, Hingham Institution for Savings is one of America's oldest banks. With a $4B balance sheet, we focus on providing specialty commercial real estate lending and deposit banking solutions to real estate investors, businesses, nonprofits, and families. The Commercial Lending Group originates conventional, construction, and special situation loan transactions - our mandate is broad and flexible - and we operate in Boston, Washington, D.C., and the San Francisco Bay Area. We focus on multifamily properties, with a lesser emphasis on industrial, mixed-use, and smaller office and retail properties. With a flat organizational structure, we offer rapid decisions on transactions up to $70 million dollars. We are one of the most profitable banks in the country and we are proudly independent. For talented commercial real estate lenders, we offer a stable platform for long-term career growth.
About the role
This individual will be responsible for originating commercial real estate loans in the San Francisco Bay Area, along with developing deposit relationships with our commercial real estate borrowers, with a specific focus on San Francisco itself. They will work closely with our extended team, including our other originators in Boston and Washington, as well as our Specialized Deposit Group.
Strong candidates will have a demonstrated record of origination, deep knowledge of the greater San Francisco Bay Area commercial real estate market, and good underwriting and valuation skills. We are interested in both senior and mid-level candidates.
This is a role for candidates that live in the Bay Area.
Members of our team work in-person and on a hybrid basis. This individual would have the opportunity to define the work environment that is most productive for them.
As a family-run company, we offer an excellent benefits package. Hingham is one of the most profitable banks in the country and our profit-sharing program offers all employees the opportunity to participate in this success.
401K Matching
Health Benefits with Employer Contribution
Life Insurance
Paid Time Off
Family Leave
Short & Long Term Disability
The pay range for this role is:
150,000 - 400,000 USD per year (San Francisco Office)
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$86k-109k yearly est. 5d ago
Senior Lead Business Execution Consultant
Wells Fargo Bank 4.6
San Francisco, CA job
About this role:
Wells Fargo is seeking a Senior Lead Business Execution Consultant supporting Consumer, Small and Business Banking (CSBB).
As a Business Execution Consultant, you will lead projects that concentrate on advanced technology solutions and optimization initiatives in branch banking and banker connections, ensuring these efforts align with enterprise priorities and deliver measurable impact. You will drive operational excellence by translating strategic objectives into actionable execution plans, coordinating complex activities, and aligning stakeholders to achieve results.
Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Act as a Business Execution advisor to leadership to drive performance and initiatives, and develop and implement information delivery or presentations to key stakeholders and senior management
Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large scale solutions
Provide vision, direction, and expertise to senior leadership for implementing innovative and significant business solutions that are large scale and cross organizational
Lead team meetings or steering committee to facilitate decision making and support implementation of recommendations and plans
Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership
Provide direction to a cross functional team using business expertise
Required Qualifications:
7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience with technology, AI, or product design and implementation, leveraging digital tools and emerging technologies to optimize business processes and enhance execution outcomes.
Proven ability to translate strategic objectives into actionable execution plans that drive measurable business outcomes.
Experience acting as a trusted advisor to senior leadership, providing guidance on initiatives, resources, and long-term goals for complex business needs.
Strong capability to lead resolution of highly complex challenges, applying advanced analytical thinking and sound judgment across multiple functional areas.
Demonstrated success in delivering large-scale, sustainable solutions that require creativity, innovation, and operational discipline.
Skilled in coordinating cross-functional activities, ensuring alignment and timely execution of deliverables.
Ability to provide clear direction and execution expertise for implementing significant business plans and programs with enterprise-wide impact.
Exceptional stakeholder engagement skills, with a track record of building relationships across all levels to influence decisions and drive execution.
Recognized as an expert in operational excellence, risk management, and process improvement, ensuring compliance and efficiency in execution.
Job Expectations:
This position offers a hybrid work schedule.
This position is not eligible for Visa sponsorship.
Posting Locations:
333 Market St - San Francisco, California 94105
Required locations listed above.
Salary range is determined by location of the job. May be considered for a discretionary bonus.
Please note: Job posting may come down early due to volume of applicants.
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.
$167,000.00 - $260,000.00
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:
14 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.
$167k-260k yearly 4d ago
Investment Banking Vice President, ECM
Wells Fargo 4.6
San Francisco, CA job
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
About this role:
The Equity Capital Markets (ECM) team within CIB Capital Markets is seeking an experienced Vice President to join its Origination team. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
In this role, you will:
* Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact
* Participate in large-scale planning for Investment Banking functional area
* Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
* Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
* Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals
* Lead Investment Banking projects and teams, or serve as a peer mentor
Required Qualifications:
* 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience in the Equity Capital Markets products
* Securities industry experience
* Ability to develop and execute business vision, strategies, and goals
* Investment banking experience
* A Bachelor's degree or higher in accounting, finance, or economics
* Strong, clear and concise written and oral communication skills
* Strong credit skills
* Strong risk management skills
* Ability to analyze trends in the competitive marketplace and related marketing developments
* Experience building partnerships and consulting effectively with leadership
* Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Job Expectations:
* Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
* Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
* Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
* Ability to travel up to 50% of the time
* This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Base Pay:
* Base pay for this position is 250,000.00 USD
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.
$185,000.00 - $300,000.00
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:
22 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.
$185k-300k yearly 8d ago
30 Hour Float Teller - Lakewood
First Bank 4.6
Lakewood, CA job
Banking Specialist I
This position, Banking Specialist I, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs.
What You Will Be Doing
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates.
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
$28k-30k yearly est. 3d ago
2027 Summer Internship, Early Careers - Investment Banking - CA (California)
Wells Fargo 4.6
Los Angeles, CA job
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.
$53 hourly 16d ago
Commercial Banking Relationship Manager III
First Bank 4.6
El Segundo, CA job
The Commercial Loann Officer III Independently handles all relationship types including the most complex loans. This role will specialize in our C&I business primarily.
Responsibilities:
Knowledgeable of all bank products and sells same to customers and prospects, including Cash Management, Trust, Brokerage, Leasing and International Services.
Typical loan portfolio generated and serviced is greater than $20-30 million ($50+ in real estate groups)
Calls on prospective and existing clients to generate loans, deposits, fees and electronic banking services
Analyzes financial statements and business conditions to deduce a credit decision
Interacts with branch personnel to identify prospective business clients and makes joint calls with branch managers or other bank representatives
Prepares loan narratives for presentation to Senior Management
Develops, approves and services all types of secured and unsecured loans
Assumes full responsibility for quality, completeness and accuracy of all loan documentation in the loan portfolio, ensuring that loans meet the criteria.
Ensures that the loan portfolio has a minimum number of loan workouts, watch list credits or maturing loans
Contributes to Bank's overall management objectives by participating in meetings and supporting Bank goals
Utilizes sales and product knowledge to effectively cross-sell products to new or existing customers or to refer new or existing customers to other areas of the bank
Bachelors Degree, required; preference for Finance/Economics or related business field, preferred
A minimum of five plus years' experience in Commercial Lending, preferably in a C&I banking environment
Demonstrated proficiency in Microsoft Office Suite, specifically in Excel
Excellent written and oral communication skills
Strong local community involvement strongly, highly preferred
$50 hourly 3d ago
Mortgage Home Loan Advisor - Campbell
First Bank 4.6
Campbell, CA job
Mortgage Home Loan Advisor (Commission-Only)
Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity.
What You Will Be Doing
Sourcing leads for mortgage home loans
Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc.
Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan
Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns
Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met
Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program
Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process
$24k-31k yearly est. 3d ago
Investment Banking Vice President, ECM
Wells Fargo 4.6
San Francisco, CA job
**Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
**About this role:**
The Equity Capital Markets (ECM) team within CIB Capital Markets is seeking an experienced Vice President to join its Origination team. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
**In this role, you will:**
+ Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact
+ Participate in large-scale planning for Investment Banking functional area
+ Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
+ Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
+ Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals
+ Lead Investment Banking projects and teams, or serve as a peer mentor
**Required Qualifications:**
+ 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience in the Equity Capital Markets products
+ Securities industry experience
+ Ability to develop and execute business vision, strategies, and goals
+ Investment banking experience
+ A Bachelor's degree or higher in accounting, finance, or economics
+ Strong, clear and concise written and oral communication skills
+ Strong credit skills
+ Strong risk management skills
+ Ability to analyze trends in the competitive marketplace and related marketing developments
+ Experience building partnerships and consulting effectively with leadership
+ Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
**Job Expectations:**
+ Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
+ Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
+ Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
+ Ability to travel up to 50% of the time
+ This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
**Base Pay:**
+ Base pay for this position is 250,000.00 USD
**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.
$185,000.00 - $300,000.00
**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:**
22 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.
**Req Number:** R-513404
$185k-300k yearly 7d ago
Learn more about Hingham Institution for Savings jobs
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Hingham Institution for Savings may also be known as or be related to Hingham Instituti For Savings, Hingham Institution For Savings and Hingham Institution for Savings.