Investment Banker Jobs in Marina, CA

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Salesforce, Workday, or PayPal among other leading organizations in the California Bay Area (Pleasant Hill, San Francisco, San Jose). Are you eligible? You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Banking & Customer Success - Helpdesk/Desktop Support - Project Management Support - Data Analytics Get the skills and opportunity you need to launch your professional career. 80% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:General, Location:Santa Clara, CA-95050

What we do Operations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver sustainable and impactful solutions to our clients. We advise, design, implement, and deploy innovative and technology enabled solutions focused on "heart of the business" issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view of our clients' priorities, helping them to prepare for growth, embrace digital agenda, optimize costs, and maximize operational efficiency. Who we serve Deloitte's Financial Services Industry consulting practice is the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Candidate profile The ideal candidate will be curious, analytical, and confident with a natural drive to exceed immediate project requirements and overcome obstacles. A genuine passion for the Investment & Wealth Management industry, combined with relationship-building, leadership, and communication skills will be critical to success. Candidates should be energized by continuous personal improvement, proactively seeking out new skills and perspectives, exhibiting openness to coaching from senior colleagues, and contributing to the development of junior staff. Your role You will work on engagements in a team-based environment, partnering directly with clients, fellow Operations & Technology Transformation practitioners, and Deloitte consultants from complementary disciplines. As a Consultant, you will play a key role on the team, gathering and analyzing information, formulating and testing hypotheses, and developing actionable recommendations. You will often help present your team's findings to senior client stakeholders and implement recommendations. Required Qualifications + Bachelor's Degree + 2+ years of strategy and/or operations transformation experience at a top-tier consulting firm OR a financial services institution + 2+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations + 2+ years hands on experience with PowerPoint + 2+ years experience leading workstreams and/or small teams within the context of a larger project + Travel up to 50% Preferred Qualifications + 2+ years' experience in one or more of the following various sector packages; Charles River, Aladdin, Fidessa, EZE, Calypso/Murex, Bloomberg AIM, Portware, FlexTrade, SimCorp, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, DST SalesConnect, Market Metrics Matrix, Fishtank + High proficiency in Microsoft visual Studio, Microsoft SQL Server Management Studio, JAVA SE8, Eclipse, Ninjucks, JavaScript, JSON, XML, XSL, HTML, CSS and Selenium Automation + Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc. + Ability to communicate complex ideas effectively, both verbally and in writing (e.g., MS PowerPoint) + Information for applications with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,225 - $155,375. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Assists in the management of high net-worth portfolios including the handling of the most complex relationships. Administers smaller accounts and assists Investment Manager with larger and complex accounts (i.e., asset allocation, PIP, investment coding and client meetings). Position Responsibilities Account Administration * Accurately enter trades per direction of the Investment Manager on Comtrac or APM. * Rebalances portfolios traded as UMA accounts. * Monitor cash levels for all type of accounts and make recommendations to Investment Manager. * Monitor account allocation and assets in accordance with the Investment Policy Committee and Wealth Management policies and guidelines. Customer Service (Internal/External) * Update and prepare presentation material for client meetings. * Research and resolve complex and sensitive questions and problems. * Maintain the ability to work at an effective level with your team and all Wealth Management disciplines plus those divisions outside (i.e., executive staff, branch and loan group, etc.). * Monitor maturity report and make recommendation to Investment Manager with proceeds resulting from the maturity. * Gather appropriate data needed in order for the account to be accurately reviewed (i.e., PIP, QND, performance, transaction detail). * Proactively inform internal and external clients of new and existing investment products and services. * Apply knowledge of performance statistics and other analytical techniques to review investment results with clients. Risk Management * Understand and apply Comerica policies and guidelines, governmental regulations, and prudent investor standards to their daily activities. * Attend annual portfolio investment reviews. Position Qualifications * Bachelor's Degree and 1 year Investment Management industry experience OR 6 years Investment Management industry experience * 6 years customer service experience * 6 years Microsoft Office experience, including Excel Work Best Category: Category B - 3-4 days in office on designated days/1-2 days remote Hours: 8:00am - 5:00pm Monday - Friday Salary: For candidates hired in the state of California, Colorado, Washington, New York the expected salary/On-Target Earnings (OTE) range for the role is currently: * California - $28.85 - $54.09 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

JOB\_DESCRIPTION.SHARE.HTML CAROUSEL\_PARAGRAPH JOB\_DESCRIPTION.SHARE.HTML * Los Gatos, California * Rockefeller Global Family Office * Advisor Teams * 3607 ** Job Description** **About Rockefeller Capital Management** Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024. **Position** The Investment Associate is a key member of the Advisor Team with a focus on financial analysis and modeling of potential investments on both the public and private side. The Investment Associate will work with lead advisor and portfolio analyst to manage roughly $1.7B in assets. The position encompasses fundamental analysis of equity and debt positions in both public and private markets and accounting and due diligence of both existing and prospective investments. The role also involves coordination of and communication around various projects to expand the group's capabilities, efficiency, and scalability over time. **Responsibilities** * Work closely with advisor and analyst on investment selection, tactical timing, and sizing/risk management * Monitor portfolio positions for changing dynamics, both positive and negative * In depth company due diligence on public and private opportunities * Perform Industry and Macro analysis to better inform the fundamental portfolio decisions and understand the operating and competitive environment of investments and prospective investments * Analysis of portfolio returns and contributors/detractors on both an absolute basis and relative to benchmarks when appropriate * Assist in analysis of portfolio risk and risk mitigation techniques including hedging * Maintain a high standard of communication across the investment, Relationship Management and Service & Operations teams * Assist the team on various projects to advance the business' capabilities over time * Assist the team with any tasks that require a more analytical mindset **Qualifications** * 1-5 years of research & financial analysis experience in the investment field * 1-5 years of equity/option trading experience * Demonstrated interest in research & financial analysis in the investment field * CFA, CAIA, and/or MBA preferred * Series 7 & 66 preferred or willingness to obtain **Skills** * Strong skills in working with investment-related data services including Bloomberg & FactSet * Strong understanding of equity, debt, and options-based investing * Strong background in accounting and financial reporting * Excellent skills in Microsoft Excel, Word, and PowerPoint * Ability to adapt to constantly changing market conditions, reporting needs and requirements * Outstanding communication (written and verbal), exceptional interpersonal abilities, dedicated team member * Exceptional ability to prioritize competing deadlines with a strong sense of urgency **Compensation Range** The anticipated base salary range for this role is $100,000 to $120,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings. **Disclosure** Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”). Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

**WM Affluent Banker Job Id 2024-0024324 Posted Date 11/05/2024 Job available in 2 locations * Cupertino, CA, United States * Millbrae, CA, United States Job available in 2 categories. * Sales & Relationship Management * Wealth Management** At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. ****Job Description**** ***This role has multiple levels, open to candidates with 3+ years of experience with active FINRA Series 6-63 or Series 7-63 licenses. The successful candidate will be hired for the level of the position that aligns with their experience.*** Looking for talent in ***Cupertino, CA*** or ***Millbrae, CA***! The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Up to three years of experience in Wealth Management private banking or financial services - Current Series 6-63 or Series 7-63 licenses **Preferred Skills/Experience** - Strong relationship management, sales, and business development skills - Basic understanding of Wealth products and offerings - Basic competency in Financial Planning - Ability to engage in wealth discussions with clients in order to increase book of business - Well-developed analytical and problem-solving skills - Ability to make critical decisions independently - Effective writing, speaking and presentation skills *This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.* If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law **EEO is the Law** U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO poster. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $89,420.00 - $105,200.00 - $115,720.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. U.S. Bank accepts applications for this position on an ongoing basis. Describe your experience with paid parental leave Answered by: Caitlin Talent Sourcer Describe your experience with paid parental leave Answered by: Caitlin Talent Sourcer **Wealth Management** Whether you're a financial advisor, financial analyst, private banker or portfolio manager, you and your team will work together to provide a personalized wealth planning experience and help your clients work toward their financial goals. **Benefits** The well-being of you and your family matters. That's why the benefits you'll receive are designed to help you boost your health, protect your financial security and give you peace of mind. Location Lancaster, CA, United States Location Palo Alto, CA, United States Location San Jose, CA, United States Location San Francisco, CA, United States Location Sonoma, CA, United States Location Santa Rosa, CA, United States

The Finance Associate will assist the Finance Manager and Associate Director of Finance in completing a variety of financial, budgeting, forecasting and reporting projects. Company Background: For over a century, friends and family, celebrities and athletes, world travelers and locals alike, have flocked to Pebble Beach Resorts. This stunning slice of California's Monterey Peninsula is a wondrous place that we are proud to share. Pebble Beach Company, located in Pebble Beach, California, owns and operates the world-famous Pebble Beach Resorts, including The Lodge at Pebble Beach, The Inn at Spanish Bay and Casa Palmero at Pebble Beach. The company also operates five renowned golf courses: Pebble Beach Golf Links, Spyglass Hill Golf Course, The Links at Spanish Bay, Del Monte Golf Course and The Hay. Its other famed properties include scenic 17-Mile Drive, The Spa at Pebble Beach, Pebble Beach Golf Academy & Practice Facility and Pebble Beach Equestrian Center. It annually hosts premier events such as the Pebble Beach Concours d'Elegance, AT&T Pebble Beach Pro-Am, TaylorMade Pebble Beach Invitational, Pebble Beach Food & Wine and PURE Insurance Championship Impacting First Tee. Essential Duties & Responsibilities: * Prepare, self-review, and issue reports daily, weekly and monthly. Examples of current reports include: Daily Revenue, Daily Labor, Daily Bookings, and others as needed. * Prepare Company level weekly revenue estimate. * Prepare monthly, quarterly and annual census reports for the US Census Bureau. * Complete various month-end journal entries and reconciliations. * Special event participation including cash handling, supervision of temporary employees (time/attendance and alcohol rules compliance), etc. * Review monthly financial performance of multiple resort departments (F&B, rooms, golf, retail, real estate, sales, etc.) and assist operations in analyzing data. * Create cross-linked spreadsheets that are flexible to a multitude of scenarios and updates. Should be created in a format that facilitates review and analysis. * Use existing systems (accounting - Great Plains; reporting - Management Reporter), MS Excel, or Power BI to create reports useful to making sound business decisions and assist in analysis. * Gather information from operational managers and front-line staff to support assumptions made in the analytical process. * Assist in the preparation of budgets for various departments. * Other duties as assigned by manager. Desired Skills: * College degree in accounting or finance required. * Prior experience working in accounting, finance or hospitality is preferred. * Perform basic accounting reconciliations. * Analytical thinker who can clearly articulate his/her views in a concise manner. * Ability to learn and understand hospitality transactions from initial check creation to profit and loss reporting for each department to aid in analysis. * Working knowledge of Microsoft Word, Excel, and Outlook. * Ability to learn accounting, budgeting, reporting and operations systems such as SMS (Springer Miller), Point of Sale (Retail), IG (Info Genesis), Delphi and DataVision, in a timely manner. * Must be able to work in an accurate, organized and efficient manner. High level of attention to detail and good communication skills required. * Ability to work on multiple projects and effectively meet deadlines. * Ability to work weekends when required (i.e. Special Events). * Comply with all Pebble Beach Company safety and health policies and procedures. Why work for Pebble Beach Company: * Competitive Pay: $23.00 - $25.00/hour. * Enjoy world-class health and wellness benefits. For Full Time employees, comprehensive medical, dental, vision, and life insurance is available. In addition, our Health & Wellness Center provides employees with unlimited access to a physician and medical team to tend to you and your family's health needs free of cost. * Prepare for your future. You will be eligible to participate in our 401(K) retirement program. Pebble Beach Company will match $.75 for every $1 you contribute to your 401(k), up to 6% of eligible compensation. In addition, the company will contribute an amount to your 401K each quarter based on your hours worked, along with a discretionary contribution at the end of each fiscal year. * We encourage YOU to be our guest. You will receive discounts at all Pebble Beach restaurants, retail shops, and our Forbes Five Star Spa. In addition, Hotel discounts are also available during select seasons. * Play our world-famous golf courses! Enjoy our Employee Golf Privileges including Employee Tee Times, Tournaments, and Company Club. * Grow your career with Pebble Beach. We provide opportunities for ongoing learning and development, as well as promotions and transfers to advance your career. * Lunch is on us. Enjoy a complimentary meal during your shift in our Employee Dining Room. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the “Top 50 Companies for Diversity” for 2014 by DiversityInc and as one of “World's Most Admired Companies” for 2014 by Fortune Magazine. Job Description Are you a leader? We are currently recruiting to grow our team of Financial Advisors Financial Services Professionals in the San Jose area. PARTNER WITH US AND SEE YOUR CAREER GROW! Are you ready to launch a career and not settle for just another job?Do you see yourself managing your clients and their expectations complete with all of the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.We are looking for motivated self - starters who would like to: Manage their own work schedule and establish an attractive work/life balance. Build their career with significant income potential. Grow their business supported by the financial strength and integrity of New York Life. Make a difference in their community by helping others achieve peace of mind. Customize their career path to match their personal goals. Experience a lifetime of learning and professional development. Enjoy recognition and rewards for their achievements. Define their career path as an agent and have the opportunity for management. Here's what you'll do as a Financial Advisor: Build relationships with clients beyond a transactional basis. Develop your professional skills and knowledge. Develop and implement business and marketing plans. Prospect for potential clients. Schedule appointments and meet with clients. Discuss financial concerns and needs of individuals. Present potential solutions using our wide array of products and services. Provide ongoing customer service and support to existing clients. Training: NYLIC University: One of the most comprehensive and well-respected training programs in the financial services industry Benefits: Health/Dental/Life/Disability Insurance 401(k) plan and Pension PlanReimbursement for courses taken on industry designations Career Advancement: After two years as a successful agent, additional opportunities that may be available include: sales development manager, product consultant, and Home Office opportunities in recruiting, marketing or training Constant Support: During and after the initial formal training, you will receive continuous assistance from your managers and peers in your office and personnel from the company to help you succeed On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application New York Life Recognitions: Ranks #88 on the Fortune 500 list for 2014 New York Life ranked 82 out of 150 companies on Forbes America's Most Reputable Companies list for 2014. New York Life was named to Training magazine's “Training Top 125” ranking for 2014, a ranking of a company's excellence in employer sponsored training and development programs. New York Life has been named a “Best Company for Multicultural Women” for 2014.by Working Mother magazine. New York Life was named to Professional Women's Magazine's “Best of the Best” list for 2014.81 Based on revenue as reported by "Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual)," An Equal Opportunity Employer M/F/D/V Financial Advisers offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Qualifications Qualifications Organized, detail-oriented and excellent time management skills. Strong sales, leadership and communication skills. Ability to work in a team based environment. Previous sales experience preferred. Previous Insurance industry experience not required Highly self-motivated and self-disciplined. Relationship building and networking abilities Life & Health Insurance Licensed not required (company will pay for sponsorship) FINRA Series 6, Series 7, Series 63 a plus (paid sponsorship available after employment) Personal Transportation will be required for this position. Additional Information Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep

Job Description MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo We're looking for both experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Northern California. So, if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job Summary | We offer “At Scale” resources for Financial Advisors that blends the resources of “Big Shop” advisory companies and the entrepreneurial ethos of an “Independent Practice” model. By combining these two practice models, our Firm has the unique opportunity to create a unique experience for Financial Advisors. Our core resource model focuses on 6 key areas that directly support the Advisor to allow the Advisor to focus more on the ongoing client relationship. Our 6 key areas are as follows: • Fee-Based Planning Platform and Support Division • Complete and Comprehensive Insurance Division • Wealth Management Division • Advisory Services Division • Marketing Division • Technology Division Desired Skills + Experience | As a Financial Professional you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics: • Highly self-motivated and self-disciplined with the ability to work effectively and independently. • Outgoing personality with the ability to develop relationships and a sincere desire to help others. • Organized, detail-oriented, and excellent time-management skills. • Bachelor’s degree - Finance or business discipline or equivalent work experience. -Preferred • Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire) • Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations • Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Zoom, with the ability to navigate multiple applications during call handling) Compensation + Benefits | Our compensation structure is both comprehensive and robust with multiple benefit options. It allows for high payouts across multiple product lines with various planning platforms. Additionally, our model offers multiple supplemental compensation opportunities to support the growth of a practice, all while building an equity-based independent ownership model. • 401(k) matching • Health & Dental insurance • Health savings account • Life insurance • Retirement plan • Vision insurance We’re a world-class planning firm…. Come see for yourself. MassMutual Northern California **This is a commission-based role with results-driven compensation and access to a competitive benefits package, including medical and dental, life and disability income insurance, and thrift and pension plans available for qualified Financial Services Professionals

Netflix is one of the world's leading entertainment services with 283 million paid memberships in over 190 countries enjoying TV series, films and games across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. The Role Netflix aspires to "entertain the world" by finding amazing stories, and by sharing those stories through a personalized product experience that pleases our members and generates value for the business. The Plans & Pricing Strategy team focuses on that product experience, seeking to improve our monetization strategy through new business initiatives and pricing optimization. You will partner with product managers and data scientists to drive member satisfaction and long-term growth and with financial leadership to understand how upcoming product changes will impact near-term business outcomes. What You'll Do: Analyze + Understand The Business * Become a subject matter expert in the subscription space, understanding how changes in acquisition + churn impact financial outcomes. * Follow performance trends across markets, tracing irregularities back to their root cause and rallying the business to react quickly when necessary. * Build financial models for new business initiatives, identifying the key success drivers. * Core focus areas will include: optimizing paid sharing, understanding member willingness to pay, improving retention, scaling ads, etc. Communicate Your Understanding To Drive Action * Translate your analyses into straightforward + actionable frameworks to drive decisions (e.g. when/where should we implement this feature / initiative?) * Simplify your findings for incorporation into financial guidance (e.g. how many subscriber additions will this new initiative drive in the next quarter?) What You Have * 2-5 years of experience. * Talent, appreciation, and patience for building detailed + complex Excel models. * Experience using SQL in prior roles, with a desire to deepen your technical skills by collaborating with data scientists and engineers. * An 'economics orientation', thinking of problems as trade-offs in need of optimization. * Strong communication skills, with the ability to calibrate the level of detail in your presentations to your audience while maintaining accuracy and impact. * Willingness to work in a fast-paced, demanding, and nebulous environment. Our compensation structure consists solely of an annual salary; we do not have bonuses. You choose each year how much of your compensation you want in salary versus stock options. To determine your personal top-of-market compensation, we rely on market indicators and consider your specific job family, background, skills, and experience to determine your compensation in the market range. The range for this role is $50,000-240,000. Netflix provides comprehensive benefits including Health Plans, Mental Health support, a 401(k) Retirement Plan with employer match, Stock Option Program, Disability Programs, Health Savings and Flexible Spending Accounts, Family-forming benefits, and Life and Serious Injury Benefits. We also offer paid leave of absence programs. Full-time hourly employees accrue 35 days annually for paid time off to be used for vacation, holidays, and sick paid time off. Full-time salaried employees are immediately entitled to flexible time off. See more detail about our Benefits here. Netflix is a unique culture and environment. Learn more here. We are an equal-opportunity employer and celebrate diversity, recognizing that diversity of thought and background builds stronger teams. We approach diversity and inclusion seriously and thoughtfully. We do not discriminate on the basis of race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, or military service.

JOB\_DESCRIPTION.SHARE.HTML CAROUSEL\_PARAGRAPH JOB\_DESCRIPTION.SHARE.HTML * Santa Clara, California * Retail Branches * Regular Full-Time * 6915 mail\_outlineGet future jobs matching this search or This exciting opportunity empowers you to maximize member engagement by providing a range of product options. You will directly assist members in opening new accounts, offering credit card products, Money Market/CD accounts, consumer loans, and mortgage loans. We're united in our mission to help uplift each other, our members, and the communities we serve. Adopt new and existing tools that will enhance the member experience and consultation process . Other duties as assigned . Minimum 3-5 years of prior experience as a teller and personal banker Excellent verbal, written, and social communication skills Ability to be professional and understanding in all interactions . Willing and able to be flexible and adapt to changing job requirements Ability to operate as a self-starter with strong organizational skills * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Rewards for completing wellness related activities * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work

If you are an enthusiastic self-starter with a passion for selling and you enjoy working with customers and Sales Consultants, then we want you to be part of our team as a Finance Manager. The Finance Manager is extremely knowledgeable about our vehicles and services, the industry, and our market, including vehicle service contracts, accessories, and financing options for both new and used vehicles. He or she provides superior customer service by understanding the financing options that lead to the delivery of vehicles. The ideal candidate has a positive attitude, a confident and outgoing personality, a professional appearance, great communication skills, and the ability to deliver world class customer service. Sales or Finance Management experience is highly preferred, but not required. Candidates must be self-motivated with a willingness to continuously prospect to sell a minimum quota (or more!) on an ongoing basis. **Responsibilities** * Qualifies buyers by understanding buyer's requirements and interests and then matching requirements and interests to various finance and insurance options * Updates job knowledge by participating in educational opportunities, reading professional publications, and completing OEM Training Modules * Closes sales for Sales Consultants by overcoming objections, asking for sale, negotiating terms, completing sale, delivering automobile, and following up after the sale * Provides upper management information by completing reports * Develops business by maintaining relationships with captive and third party lenders * Supports all Sales Consultant Training Activities including Sales Process, CRM, and Product Knowledge * Performs other duties as assigned **Qualifications** * Must be at least 21 years old * Sales or Finance Management experience preferred * Valid California driver's license with satisfactory driving record * Strong desire to meet sales goals * Able to work a flexible schedule * Strong telephone, texting, email, and social media communication skills * Active listening skills The Finance Manager Position has a Pay Scale consisting of the following elements and ranges. Wages include Base Hourly Compensation of between $0.00. The position may also pay commission compensation which is based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance. The position also may also pay a production bonus based on individual performance that may range from $0.00 (if baseline benchmarks are not met) to $3,200.00 fixed upper limit. **Company Description** The Groppetti Automotive Family was established in 1994 and our vision was to develop a family of dealerships that established and maintained the values and philosophies that insured "customer loyalty". For over 20 years, we have provided the highest level of service to the residents of Tulare and Kings Counties, which has allowed us to be the leading automotive retailer in the San Joaquin Valley. For years, our Nissan and Toyota dealerships have out-shined their peers from Modesto to Bakersfield. We are proud to represent Nissan, Toyota, Scion, Honda, Hyundai, Ford, Buick, GMC, and Kawasaki. We are always looking for talented, self-motivated individuals to join our team. If you think you are ready to be a part of an exciting team, then we encourage you to continue with this applicant friendly, online job application! **Benefits** * Health Insurance * Dental Insurance * 401(k) * Vacation * Holidays

Application Deadline: 12/29/2024 Address: 1551 Pacific Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. * Contributes to business results and the overall experience delivered in the branch. * May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. * Analyzes issues and determines next steps. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. * Appropriate lending qualifications and designations. * Working knowledge of personal and small business customer needs and solutions. * Working knowledge of retail investments and lending products. * Experience in financial services is an asset. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. * Passionate commitment to helping our customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,715.00 - $67,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** We're here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

**Title: Premier Banker Hiring salary range: $34.37 - $50.36 per hour** **Eligible for Sign-On Bonus: Yes** **Fremont Bank founded in 1964,** is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. **Voted a Top Workplace for 2023 and for the past thirteen consecutive years,** Fremont Bank has an immediate opening for a **Premier Banker in San Jose, CA.** **Position Overview** The **Premier Banker** delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Premier Banker will recommend or refer retail consumer and business products and services to prospective and existing clients and develop and maintain internal partner relationships to maximize relationship expansion. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. A significant responsibility of the Premier Banker is client acquisition and may require up to 50% of time performing outside business development activities. Based on branch needs, this position may spend a portion of time handling cash transactions. **Role and Responsibilities** Customer Experience: * Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer service. * Promote and expand client relationships based on identifying needs through effective utilization of client needs assessment tools. * Accurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and services. * Resolve client issues and handle client requests in a timely, consistent, and professional manner. Relationship Building: * Explain, promote, and refer Fremont Bank products and services to current and prospective consumer and business clients. * Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable. * Market to consumer and business prospects and clients in the mass affluent and affluent segments; defined as relationships with $50,000 - $250,000 in deposit balances. * Maintains accurate performance records, pipeline activities and regularly reviews performance results with Branch Management. * Conduct internal and prospective client telemarketing and follow-up duties when assigned by management. * Regular participation in outside business development activities, including individual and collaboration of in-person business cold calling, as well as applicable community-based business networking events. * Understand and be able to accurately communicate consumer and business deposit and lending products, as well as merchant payment, payroll, and treasury management services. * Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion. * Open new accounts and service existing accounts, including business customers. Operations: * Follow and explain bank policies and procedures as directed by management. * May conduct cash handling and other deposit or payment related transactions. * Responsible for compliance with applicable State and Federal Regulations and laws * Accountable for performing all operational duties with accuracy, attention to detail and proper cash handling. * Perform miscellaneous operational tasks, as assigned by supervisor, including opening, and closing the branch. * May assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, review, and processing of Non-Sufficient * Fund (NSF) items, and processing night deposits and cash shipments. * Actively prepare for and participates in branch meetings and training workshops. * Stay informed of job-related issues, bank promotions, changes in products, services, policies or procedures; actively participate in industry related seminars and training classes. * Accountable for staying current on business-related activities in other areas of the Bank. * Maintain a flexible work schedule, to include weekends. * Other additional duties as assigned. **Minimum Qualifications** * 5 years sales and customer service experience in a customer facing banking environment with previous new consumer and business account opening responsibilities or equivalent preferred. * Signing Authority preferred. * Proven demonstration of success in building relationships with clients and achieving banking sales and lending objectives. * Knowledgeable in small business deposit and lending products. * Proven success in small business lending, as well as prospecting and cold calling new outside business opportunities. * Knowledge of bank products and services and proven success of effective sales techniques. * Understanding of banking regulatory compliance issues. * Excellent listening and presentation skills. * Minimum 1 year of cash handling experience recommended. * Must be able to lift at least 25 lbs. * Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft Office. * Strong time management and organizational skills. * Vision and hearing must be sufficient to interact with clients over the phone and in-person. * Verbal communication must be clearly spoken and understood. * Ability to walk and stand for outside business development activities. * Willingness to perform telemarketing duties as assigned. * Must possess excellent verbal and written communication skills. * A professional appearance is required. * High school diploma or GED required. * College degree preferred.

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** * Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. * Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients * Consistently attains individual activity, behavior, and outcome expectations. * Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). * Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. * Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. * Support of branch operations including assisting with client transactions on the Teller line as needed. * Participate in and occasionally facilitate morning huddles and end of day debriefs * Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice * Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. **Education Qualifications** * High School Diploma , GED or equivalent business experience (required) or * Bachelor's Degree (preferred) **Experience Qualifications** * 1-3 years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required) * Understanding of consumer credit - including loan to value, debt to income and credit reports. (required) * Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) * Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) * Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) * Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) * Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) **Licenses and Certifications** * Notary License (preferred) **Mortgage Loan Officer/Loan Officer (MLO/LO) Classification** Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. **Tactical Skills** * Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions * Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts * Strong work ethic and high level of integrity * Excellent Time management skills **Core Competencies** All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. **Physical Demands** * Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. **Driving Requirements** * Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19.71 to $30.29 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click for a list of benefits for which this position is eligible. Job Posting Expiration Date: 02/04/2025KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability , veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR\_********************** .

**What We're Looking For** For Current/Previous HNTB Interns ONLY. At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With our historic growth, it is an exciting time to join our team of employee-owners. This opportunity entails being responsible for maintaining project-related financial data in HNTB's project management system, ensuring alignment with current client contracts, including change orders, subconsultant agreements, and approved unauthorized work. The Project Finance Associate supports the project finance team to ensure billing compliance with contractual documents. Responsibilities include coding project costs, such as subconsultant expenses, expense report receipts, and vendor invoices, with appropriate project accounting codes in accordance with standard procedures and contractual requirements to ensure proper entry into HNTB's project management system. **What You'll Do:** + Accurately updates the project management system by translating client and project workplan data based on contract and change order review. + Facilitates the ability to access and charge to project tasks and phases in the project management system. + Ensures project costs are properly coded and allocated by maintaining awareness of project status, and proactively determining the financial data updates in response to project changes. + Manages cost transfers to and from projects/tasks. + Supports the project finance team in reviewing and approving project invoices, updating invoice requirements from contractual documents, verifying billed costs, and ensuring compliance with reporting requirements, including insurance certificates and adherence to client systems and formats. + Generates routine and ad hoc internal project financial performance reports for project and office teams. + Reviews and may provide financial approval of vendor/subconsultant invoices for accuracy and contractual compliance, including DBE and insurance certificate requirements. + Obtains necessary approvals and tracks internal workflow status for timely outcomes. + Partners with the project team to develop and maintain client and subconsultant relationships and acts as a project liaison to field contract billing questions and/or provide receivables updates. + May assist or lead the subcontracting processes throughout the project lifecycle. + Supports the proposal process, including gross margin analysis, cost proposal development, alignment with the project management system, and client proposal/estimate formats. + Performs other assigned duties. **What You'll Need:** + Associate degree and 2 years of relevant work experience, or + In lieu of education, 4 years of relevant work experience **What You'll Bring:** + Intermediate knowledge of HNTB processes and procedures as well as GAAP accounting rules and uses these rules to advise project teams and project finance team. For Current/Previous HNTB Interns ONLY **Additional Information** Click here for benefits information: HNTB Total Rewards Click here to learn more about EOE including disability and vet Visa sponsorship is not available for this position. \#LB . Locations: Los Angeles, CA (Figueroa Street), Oakland, CA, Ontario, CA, San Diego, CA, San Jose, CA, Santa Ana, CA (Irvine) . . The approximate pay range for Los Angeles Metro Area and Orange County, CA is $27.84 - $41.75. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state. . The approximate pay range for the California San Francisco Bay Area is $30.26 - $45.39. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state. . The approximate pay range for San Diego, Sacramento and Inland Empire, CA is $26.63 - $39.94. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual's qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state. . . . . . . . . . . . _NOTICE TO THIRD-PARTY AGENCIES:_ _HNTB does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of HNTB. HNTB will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person or entity. Staffing/employment agencies who have fee agreements with HNTB must submit applicants to the designated HNTB recruiter to be eligible for placement fees._ **Job Type:** Regular **Full/Part Time:** Full time **Job Category:** Finance Group **ReqID:** R-21689 #college

Cottle Financial Center Assist customers with a wide variety of services and advise as to how best utilize company products and services in order to meet personal financial goals and provide the highest quality customer service. Essential Duties and Responsibilities: Open various new accounts, process necessary information and educate the members as to services/products available as a result. Assist members with opening CD's and educate members as to penalties, earnings, etc. Explain and expedite the opening, closing, transfer, and rollover of IRA certificates. Assist with wide variety of member services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for members, manages outgoing wires, solve fraud issues, notary, close accounts, etc. Set up auto transfers and sign up members for ACH transfers and wires. Provide backup to Member Services Representatives upon request. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Please note: this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice. Minimum Qualifications: High School or Equivalent required. Minimum of 1 to 3 years prior Credit Union or Banking Experience or related experience, including preparatory experience. Must have excellent communication skills in order to make professional and effective presentations to members. Ability to promote all credit union products and services to members and overcome objections and concerns. Ability to work independently, exercise judgment, follow instructions, and maintain a high level of professional conduct. Strong customer service focus with previous experience in a service industry. NMLS SAFE ACT compliant. This position requires that you obtain, and maintain, a National Mortgage Licensing Systems (NMLS) number as required by the SAFE Act. Must be PC literate; experience with banking software a strong plus. Must be able to work Saturdays 8:30am - 1:30pm. Do you want to be valued as an employee? Employees are Meriwest's most valuable resource. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Financial Services Representative I position is a Grade 6. Target Range: $23.04 to $28.80* *The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications. We also offer an excellent, fully comprehensive benefits program, including: Medical/Dental/Vision on the first day of employment for full-time employees Free Long Term Care Insurance for employees Tuition Reimbursement/Student Loan Repayment Plan Pension Plan/401K Bonus and incentive potential Generous Paid Time Off (PTO)/Holiday program Career growth support and planning programs In-house fitness center Discounts on new Mortgage after 6 months of employment Meriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers + Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience + Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals + Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions + Understand and comply with Citibank policies, standards and procedures + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 0-2 years of relevant experience + Previous banking, retail, or sales experience preferred + Knowledge of Smart Banking tools and technologies + NMLS registration; Safe Act compliant + Consistently demonstrates clear and concise written and verbal communication skills **Education:** + Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Good Faith Schedule- subject to changed based on business needs. Monday, Tuesday, Thursday and Friday 9:30am-5:30pm Wednesaday 10:00am-2:00pm Saturday 10:00am-2:00pm ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Branch Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** San Jose California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $61,280.00 - $85,520.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 14, 2024 ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** . View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** . View the EEO Policy Statement (************************************************************** . View the Pay Transparency Posting (*********************************************************************************************** Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Job Description The Financial Services Representative I maintain a commitment to cross-selling KPCU products and services, providing quality service by adhering to the service oath and service expectations, promotes advocacy and continually focuses on improvement with member perception of service delivery. Consistently follows operational processes and procedures when handling member transactions. Support growth objectives by representing the Credit Union in a professional manner at KeyPoint sponsored business and community events. Consistently promotes a positive teamwork environment. Attracts new members and actively supports member and account retention by completed required training and retaining knowledge of the service offerings of the Credit Union. Responsibilities: • Achieves minimum Sales goals as established by the management. • Build member relationships through selling and referring credit union products and services to meet members’ financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events. • Maintains knowledge of all Key Point Credit Union deposit products, services, procedures and compliance regulations while staying informed of all policy and procedural changes. • Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually. • Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault. • Maintains members’ confidentiality at all times. • Performs teller transactions as requested by members. • Balance cash drawer and perform all end of the day functions. • Individual in this position may be pulled to work in other branch as business needs require. Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function) The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus. Minimum Requirements: • High School Diploma or equivalent. • 6 months customer service and cash handling in a retail environment. • Must be capable of working established hours required by the branch. • Strong organization, verbal communications skills, quality service and team orientation required. • Basic PC and I pad skills are desired.

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************