Investment banker jobs in Citrus Heights, CA

Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company, consumer loan originator and servicer, payments processor, renewable energy solutions, and K-12 and higher education expert. For over 40 years, Nelnet has been serving its customers, associates, and communities. The perks of working at Nelnet go beyond our benefits package. When you join the Nelnet team, you're part of a community invested in the success of each individual. That support comes through in our work, as we are united by our mission of creating opportunities for people where they live, learn, and work. Nelnet Financial Services ("NFS") is seeking an Investment Associate to join our growing investment team. This role is ideal for someone passionate about structured finance, analytics, and investment decision-making, who is eager to learn and contribute to a high-performing team. The position offers exposure to a wide range of investment activities including securitization, cash-flow modeling, and structured credit and provides the opportunity to develop deep expertise in structured finance over time. **Key Responsibilities:** · Support investment underwriting and decision-making processes, in an analytical capacity.. · Assist in modeling and analytics for financial investments, including asset cash-flow, liability modeling, stress testing and sensitivity analysis. · Help analyze data tapes, historical performance, proxy data, and other inputs to develop performance insights. · Assist with performance forecasting and scenario evaluation,a ssessing resiliency under varying assumptions. · Participate in investment portfolio management and help stay on top of ongoing activities. · Contribute to reporting and analysis for Nelnet and Nelnet Bank investment portfolios. · Collaborate closely with senior team members and gain exposure to structured finance techniques, including ABS structuring, securitization processes, and rating agency materials. · Support the structuring and evaluation of new asset originations, discreet pool purchases, forward flow programs, and other structured cash-flow investments. · Understanding financing structure options, including exposure to performance triggers and leverage mechanics. · Contribute to identifying data insights and trends within collateral performance and help synthesize findings for the broader team. **Candidates must reside or being open to relocating to Lincoln, NE or Chicago, IL.** **Please note that we are unable to provide visa sponsorship for this position. To be considered, candidates must already be authorized to work in the United States without the need for current or future sponsorship.** **Qualifications:** · Bachelor's degree in business, finance, or a quantitative field (or equivalent experience). · Minimum three years of relevant experience in finance, analytics, structured products, investment analysis, or related fields. · Familiarity with structured finance concepts, financial modeling, and cash-flow analysis. · Strong analytical and quantitative skills; proficiency in Excel required. SQL, Python, or experience with data tools is a plus. · Interest in learning industry modeling tools (e.g., Intex) and structured finance analytics. · Curiosity and interest in developing deeper expertise in cash-flow modeling, stress testing, and structured investment analysis. · Team-oriented mindset with a willingness to learn from senior analysts and contribute collaboratively. Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: LINK (*************************************** . Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone. Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at ************ or ****************************** . Nelnet is a Drug Free and Tobacco Free Workplace. You may know Nelnet as the nation's largest student loan servicer - but we do more than that. _A lot more._ We're also a professional services company, consumer loan originator and servicer, payment processor, renewable energy innovator, and K-12 and higher education expert (and that's just a shortlist). For over 40 years, we've been serving our customers, associates, and communities to make dreams possible. EEO Info (******************************************************** | EEO Letter (************************************************************** | EPPA Info (************************************************************************************** | FMLA Info (********************************************************

We're always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative III) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $26.62 - $38.60 Scheduled Weekly Hours: 40 This posting is for our Elk Grove Laguna Branch located at 8255 Laguna Blvd, Suite 180, Elk Grove, CA 95758. However, there may be openings at the following nearby branch location: Sacramento Calvine Pointe Branch What You'll Be Doing Provides World Class Member service to Members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services. * Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. * Processes new Memberships, additional shares accounts, savings services, loan requests and loan fundings as requested by Member. Performs advanced research on accounts, identifies and corrects Member account problems Completes documentation for accounts and loans according to credit union procedures. * Has specific knowledge of credit union savings and loan products and services. Begins concentration on specialty area of expertise in branch (savings, consumer, or real estate loans). * Maintains cash and negotiable items. May act as branch liaison to support departments. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested. * Completes documentation for accounts and loans according to credit union procedures. Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. May take on vault custodian duties as assigned. * Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Additional Job Functions * Performs other duties as assigned * Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications * High School Diploma or GED required * 3-5 years of previous related experience required SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. This position will provide support to the following branches: San Francisco, Menlo Park, San Jose West, San Jose Downtown, Los Altos, San Mateo, and Millbrae. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III (Floater): The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Will be required to travel Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III (Floater): The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II (Floater): The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III (Floater): A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III (Floater): A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II (Floater): A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Essential Duties: New Accounts/CSR III (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Essential Duties: New Accounts/CSR II (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III (Floater): None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III (Floater): Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. The work environment is typically quiet to a moderate noise level. Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$28.60/hour DOE

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. Requirements WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices

We're always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative III) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $26.62 - $38.60 Scheduled Weekly Hours: 40This posting is for our Elk Grove Laguna Branch located at 8255 Laguna Blvd, Suite 180, Elk Grove, CA 95758. However, there may be openings at the following nearby branch location: Sacramento Calvine Pointe Branch What You'll Be DoingProvides World Class Member service to Members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services. Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Processes new Memberships, additional shares accounts, savings services, loan requests and loan fundings as requested by Member. Performs advanced research on accounts, identifies and corrects Member account problems Completes documentation for accounts and loans according to credit union procedures. Has specific knowledge of credit union savings and loan products and services. Begins concentration on specialty area of expertise in branch (savings, consumer, or real estate loans). Maintains cash and negotiable items. May act as branch liaison to support departments. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested. Completes documentation for accounts and loans according to credit union procedures. Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. May take on vault custodian duties as assigned. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications High School Diploma or GED required 3-5 years of previous related experience required SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.

Job Description TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) STATUS: NON-EXEMPT DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - $26.80 PER HOUR We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for our Financial Service Specialist III (Banker) position at our H-Street branch. An individual who derives satisfaction and accomplishment from assisting others with their financial needs would be successful in our environment. Our FSS III work a fixed schedule, which allows you the work/life balance you need. The selected individual will be scheduled to work 40-hours a week as follows: Monday - Thursday: 8:20am-5:20pm Friday: 8:20am-5:20pm or 9:00 am to 6:00pm or 9:15am-6:15pm (rotating weekly) Saturday and Sunday: Off RESPONSIBILITIES INCLUDE: *Performs all the duties of a Financial Service Specialist I and II. Including conducting transactions, deposit, withdraws, cash exchange, ATM processing, TCR processing and overrides. *Serves as a primary source of information on new deposit accounts, financial services, and loan products. *Engages in consultative dialogue to identify current and future financial needs and guides selection to appropriate products and services (new accounts, consumer loans, business accounts, business loans, real estate referrals, and investment referrals). *Opens Business Accounts. *As a Mortgage Loan Originator, must register with NMLS Registry and keep registration information current. *Meets or exceeds established goals in product sales and service quality as assigned by the Branch Manager. *Submit, process and fund consumer loan applications including VISA, home equity, auto, and other loan applications. *Obtain and evaluate credit reports. Calculate debt-to-income ratios on consumer loan applicants and calculate how much of a loan applicant's debt is secured or unsecured. *Notify applicant of loan decision. Correspond with members/applicants to resolve questions regarding application information. *Ensure loan files contain documents with proper signatures, dates, and other relevant data. *Adhere to all Lending policies, procedures, and guidelines. *Refer member's mortgage and investment needs to the appropriate person/department. *Mentor and train branch staff in loan and deposit products and services. Assists with auditing New Account packets, Loan files and daily branch work. *Provides notary services to members. *Processes and approves medallion stamp requests. *Maintain knowledge and adhere to all SCU's policies and procedures, rules and regulations, including robbery, Bank Secrecy Act and Money Laundering policies and procedures *Assist at other branches, as needed. *Maintains effective communication and working relationships with all members and co-workers. Participates in external marketing events to gain new relationships and grow market share. Adheres to SCU Dress Guidelines. Maintains good attendance record. Performs other related duties. * Denotes Essential Job Function MINIMUM QUALIFICATIONS: Two to five years' teller experience in a credit union or bank. Working knowledge of financial services products and basic lending practices is desired. Demonstrated sales ability in either a financial institution or retail store is highly desirable. Demonstrated computer skills and familiarity with software programs such as Word, Excel and others such as MeridianLink Loans PQ. Demonstrated inter-personal communication and member contact skills, by email and telephone. PHYSICAL DEMANDS: Employees may experience the following physical demands for extended periods of time: Keyboarding, up to 80% of the time. Prolonged sitting or standing throughout the workday. View computer screen, up to 90% of the time. Use of telephone, up to 50% of the time. Bend/stoop to lift up to 30 pounds, up to 5% of the time. Our excellent benefits package includes medical, dental, vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more for full-time employees. Powered by JazzHR WxOEz8fdH0

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Makes recommendations and follows through on commitments to clients. Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. Opens Consumer and Business accounts for existing and new clients. Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed. Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners. Stays current on products and procedures. Resolves client issues and requests, exhibiting strong follow through. Building familiarity with business, consumer, and trust entities. Other responsibilities as assigned. About You: High School Diploma or GED, required. 1 year of Client Service Specialist (Teller) or other banking experience preferred. Basic knowledge of consumer banking and business products and services offered. Ability and desire to actively develop consumer lending skills. Ability to follow Standard Operating Procedures. Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations. Ability to complete multiple and varying client requests in a timely manner. Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. Familiar with state laws and regulations related to products and services. Requires reading, writing and basic math skills. Ability to lift up to 25 pounds. Ability to stand for extended periods of time. Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred. Be a part of a bank that invests in you! Competitive Incentive Plan: Earn rewards that match your efforts. Professional Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals. Job Location(s): Ability to work fully onsite at posted location. 500 Auburn Folsom Road Auburn, California 95603 Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $23.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Makes recommendations and follows through on commitments to clients. Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. Opens Consumer and Business accounts for existing and new clients. Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed. Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners. Stays current on products and procedures. Resolves client issues and requests, exhibiting strong follow through. Building familiarity with business, consumer, and trust entities. Other responsibilities as assigned. About You: High School Diploma or GED, required. 1 year of Client Service Specialist (Teller) or other banking experience preferred. Basic knowledge of consumer banking and business products and services offered. Ability and desire to actively develop consumer lending skills. Ability to follow Standard Operating Procedures. Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations. Ability to complete multiple and varying client requests in a timely manner. Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. Familiar with state laws and regulations related to products and services. Requires reading, writing and basic math skills. Ability to lift up to 25 pounds. Ability to stand for extended periods of time. Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred. Be a part of a bank that invests in you! Competitive Incentive Plan: Earn rewards that match your efforts. Professional Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals. Job Location(s): Ability to work fully onsite at posted location. 500 Auburn Folsom Road Auburn, California 95603 Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $23.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): Auburn & Linden | 8477 Auburn Blvd. Citrus Heights, CA 95610 Auburn Main | 338 Elm Ave, Auburn, CA 95603 Douglas & Auburn Folsom | 8475 Auburn Folsom Road, Granite Bay, CA 95746 Glenbrook | 757 Sutton Way, Grass Valley, CA 95945 Granite Bay | 8650 Sierra College Blvd., Roseville, CA 95661 Grass Valley | 214 Mill Street, Grass Valley, CA 95945 Lincoln | 33 Lincoln Blvd., Lincoln, CA 95648 Loomis Main | 3680 Taylor Road, Loomis, CA 95650 North Auburn | 2995 Grass Valley Hwy., Auburn, CA 95603 Rocklin | 2173 Sunset Blvd., Rocklin, CA 95765 Roseville | 2000 Douglas Blvd., Roseville, CA 95661 Roseville Creekside | 1172 Galleria Blvd., Roseville, CA 95678 Sierra Meadows | 4804 Granite Drive, Rocklin, CA 95677 West Roseville | 4001 Woodcreek Oaks Blvd., Suite 100, Roseville, CA 95747 Please note, not all positions will be available at all locations. 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. $21.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Elk Grove, CA. Location: 9150 Elk Grove Florin Rd Elk Grove, CA 95624-1426PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $47,840.00 - $66,125.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 10/10/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Description M-Sat, schedule TBD35 hours/week Summary: Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long term relationships with members through meaningful financial conversations. Delivers a delightful member experience that sets the credit union apart from other financial institutions through value added membership benefits. Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services. Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high performing team. Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM), focusing on activities related to achieving members' financial goal(s). Engages in community events that provide financial education and literacy opportunities in the communities TCU serves. Proactively initiates financial conversations to uncover member/non-member financial needs and the products and services that can help to achieve their financial goals. This will include consumer and business deposit accounts, consumer, mortgage and small business loan products, cash management services and online digital solutions. Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Establishes a working knowledge of TCU's policies and procedures, adhering on a daily basis. Completes departmental functions such as opening and closing branch procedures, branch balancing and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances). Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries. Adheres to all banking regulations. Required Skills: Ability to provide positive and timely service. Ability to resolve problems with empathy, accuracy, and timeliness. Proficient in MS Office (Word, Excel, Outlook). Strong math skills including rate, ratio and percentage calculations. Ability to work as an effective team member in a team environment. Possesses a passion for helping people. Ability to travel to all TCU locations. Must be flexible with work schedule to include working on Saturdays as needed. Required Experience: Reports directly to assigned branch management staff. This position has no supervisory responsibilities. HS Diploma or equivalent. Retail sales experience preferred. Levels: Assoc. Financial Service Representative: Minimum 1 year of related experience. Financial Service Representative: Minimum 2 years of related experience. Sr. Financial Service Representative: Minimum 3 years of related experience. Compensation: Base hourly starting range is commensurate with experience. Assoc. Financial Service Representative: Grade 8: $20.94/hour -$25.87/hour Financial Service Representative - Grade 9: $22.80/hour - $28.17/hour Sr. Financial Service Representative -Grade 10: $24.82/hour - $30.66/hour Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * Cool | 5036 Ellinghouse Dr., Suite 130, Cool, CA 95614-9537 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 20 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Main Banker records transactions in the casino computer program and processes all disbursements and receipts of monies to or from the Casino Cage and/or Vault. The Main Banker issues operating banks and processes return banks from all cash handling outlets as well as issue Slot Jackpot payouts and Table Games chip fills. Will also work as a Cage Cashier as needed. Responsibilities • Ensure that each guest receives outstanding service by creating a friendly environment and following Jackson Rancheria Guest Service Guidelines. • Responsible for balancing an assigned bank. • Responsible for preparing and maintaining custody of daily bank deposits for pickup by the armored transport. • Assures that Cage inventory is counted and balanced for assigned shift. • Performs transfers with employees working in the vault and cashier cage. • Provides proper security and accountability of Cage funds. • Assures that all paperwork received during the shift is properly accounted for in casino computer program and is sent to auditors and accounting. • Secures and maintains Casino Checkbook and register and assures proper documentation is received prior to issuing checks. • Receive and verify all drops from soft count and reconcile paperwork. • Issues Slot Jackpot payouts. • Issues cash banks to various departments and processes returned banks, verifies cash, chips, etc. and compares to count sheet. • Assures that proper documentation accompanies all transactions. • Processes deposits from various revenue departments. • Sorts and counts currency, checks, vouchers, refunds, gift certificates and other negotiable instruments. • Enters all Slot tickets into computer database, which generates summaries of gaming machine payouts. • Balances assigned chip inventory. • Processes all chip fills and credits from Table Games. • Perform coin and currency fills and/or drops from the Ticket Redemption Machines. Processes the shift roll function in the casino computer gaming system. • Updates guest accounts in casino computer system, and processes credit, safekeeping and front money transactions for casino guests. • Makes change, redeems coupons, and cashes coin, checks, tickets and casino chips. • Follows current guest, credit card, tribal and team member check policies. • Ensures security of assigned funds by verifying that all payouts are performed accurately. • Performs verification of funds for other Cashiers when requested. • Assures that all items of value are secured prior to leaving work area. • Calls for assistance when any transaction is suspicious. • Tracks reportable transactions on the Cage MTLs and NILs in accordance with Title 31 requirements. • Performs training or retraining of department employees as assigned. • Complies with Cage policies and procedures. • Responsible for reviewing postings daily for any procedural changes. • Responsible for reviewing posted schedules daily to ensure proper attendance. • Responsible for attending all mandatory training classes and department meetings. • Will perform the job functions of Cage Cashier when assigned. Qualifications KNOWLEDGE SKILLS AND ABILITIES • Basic to intermediate computer knowledge. • Strong general mathematical knowledge. • Proficient use of 10-key calculator. EDUCATION and/or EXPERIENCE • Minimum High School level education and typically a minimum of 6 months cash handling experience. Pay range: $20.00 - $26.00 per hour *Shift Differential: Non-Exempt employees will receive a $1.00 per hour shift differential for any hours worked between 10:00pm and 6:00am. This is not a smoke free workplace. Although we employ state-of-the-art air filtration systems, cigarette smoke is in the work environment.

We're always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $24.20 - $35.09 Scheduled Weekly Hours: 30 This posting is for our Folsom Branch located at 1010 Riley Street, Suite 5 Folsom, CA 95630 What You'll Be Doing Provides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services. * Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day Performs other related duties as assigned or requested. * Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested. * Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Performs research on accounts, identifies and corrects Member account problems. * Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. * All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions. * Performs other related duties as assigned or requested. Additional Job Functions * Performs other duties as assigned * Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications * High School Diploma or GED required * 1-3 years of previous related experience required * License/Certifications - SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.

We're always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $24.20 - $35.09 Scheduled Weekly Hours: 30This posting is for our Sacramento Calvine Pointe Branch located at 8848 Calvine Rd #110 Sacramento, CA 95828. However, there may be openings at the following nearby branch location:Elk Grove, CAWhat You'll Be DoingProvides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services. Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day Performs other related duties as assigned or requested. Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested. Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Performs research on accounts, identifies and corrects Member account problems. Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions. Performs other related duties as assigned or requested. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications High School Diploma or GED required 1-3 years of previous related experience required License/Certifications - SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.

TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) STATUS: NON-EXEMPT DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - $26.80 PER HOUR We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for our Financial Service Specialist III (Banker) position at our H-Street branch. An individual who derives satisfaction and accomplishment from assisting others with their financial needs would be successful in our environment. Our FSS III work a fixed schedule, which allows you the work/life balance you need. The selected individual will be scheduled to work 40-hours a week as follows: Monday - Thursday: 8:20am-5:20pm Friday: 8:20am-5:20pm or 9:00 am to 6:00pm or 9:15am-6:15pm (rotating weekly) Saturday and Sunday: Off RESPONSIBILITIES INCLUDE: *Performs all the duties of a Financial Service Specialist I and II. Including conducting transactions, deposit, withdraws, cash exchange, ATM processing, TCR processing and overrides. *Serves as a primary source of information on new deposit accounts, financial services, and loan products. *Engages in consultative dialogue to identify current and future financial needs and guides selection to appropriate products and services (new accounts, consumer loans, business accounts, business loans, real estate referrals, and investment referrals). *Opens Business Accounts. *As a Mortgage Loan Originator, must register with NMLS Registry and keep registration information current. *Meets or exceeds established goals in product sales and service quality as assigned by the Branch Manager. *Submit, process and fund consumer loan applications including VISA, home equity, auto, and other loan applications. *Obtain and evaluate credit reports. Calculate debt-to-income ratios on consumer loan applicants and calculate how much of a loan applicant's debt is secured or unsecured. *Notify applicant of loan decision. Correspond with members/applicants to resolve questions regarding application information. *Ensure loan files contain documents with proper signatures, dates, and other relevant data. *Adhere to all Lending policies, procedures, and guidelines. *Refer member's mortgage and investment needs to the appropriate person/department. *Mentor and train branch staff in loan and deposit products and services. Assists with auditing New Account packets, Loan files and daily branch work. *Provides notary services to members. *Processes and approves medallion stamp requests. *Maintain knowledge and adhere to all SCU's policies and procedures, rules and regulations, including robbery, Bank Secrecy Act and Money Laundering policies and procedures *Assist at other branches, as needed. *Maintains effective communication and working relationships with all members and co-workers. Participates in external marketing events to gain new relationships and grow market share. Adheres to SCU Dress Guidelines. Maintains good attendance record. Performs other related duties. * Denotes Essential Job Function MINIMUM QUALIFICATIONS: Two to five years' teller experience in a credit union or bank. Working knowledge of financial services products and basic lending practices is desired. Demonstrated sales ability in either a financial institution or retail store is highly desirable. Demonstrated computer skills and familiarity with software programs such as Word, Excel and others such as MeridianLink Loans PQ. Demonstrated inter-personal communication and member contact skills, by email and telephone. PHYSICAL DEMANDS: Employees may experience the following physical demands for extended periods of time: Keyboarding, up to 80% of the time. Prolonged sitting or standing throughout the workday. View computer screen, up to 90% of the time. Use of telephone, up to 50% of the time. Bend/stoop to lift up to 30 pounds, up to 5% of the time. Our excellent benefits package includes medical, dental, vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more for full-time employees.

STOCKTON CA Default: Location : City STOCKTON The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities * Identify market(s) and develop appropriate marketing plan. * Prospect and network for middle-market clients by identification of qualified names and making initial contacts. * Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. * Adequately prepare for all appointments through established processes. * Conduct all appointments using Western & Southern Life consultative practices and processes. * Effectively sell insurance and investment solutions. * Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. * Market for the purposes of developing the Western & Southern Life brand at the local level. * Proactively develop community relationships to cultivate and strengthen presence in target market(s). * Maintain personal contact with clients to ensure their evolving financial needs are being met. * Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. * Accurately maintain client and company records, payments, etc., in a timely manner. * Operate an automobile during both day and night hours. Qualifications * High level of integrity. * Strong work ethic and willing to work hours that include weekday evenings and weekend hours. * Strong interpersonal, relationship, and influence skills. * Effective communication skills including listening, speaking and writing. * Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. * The ability to influence others to take needed action. * Demonstrate personal drive and resilience to achieve goals. * Willing and able to network for new clients. Educational Requirements * Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required * Working knowledge of word processing and spreadsheet applications. * Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) * Obtain and hold State Life and Health license prior to hire. Position Demands * Access to an automobile and ability to maintain a valid driver's license.

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** + Cool | 5036 Ellinghouse Dr., Suite 130, Cool, CA 95614-9537 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.00 - $31.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 20 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-507271