JPMorgan Chase & Co. jobs in Santa Rosa, CA

JobID: 210683211 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $120,000.00-$160,000.00 Are you ready to lead a team towards redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Manager and take charge of a group of Specialists dedicated to delivering unparalleled service. As the Client Experience Manager within JPMorgan Private Client, you'll direct a team of Specialists who are instrumental in helping our clients explore the full financial possibilities their wealth creates. You will coach and develop a high performing team that is able to act as an extension of our Relationship Manager team, provide exceptional service to our clients, and assist with servicing needs. Job Responsibilities * Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team's adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations. * Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities. * Work with your Regional Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship Manager, and solicit feedback to identify development opportunities. * Utilize product and process knowledge to coach team members and quickly resolve client escalations. * Build a strong network of collaborative partnership across the Firm. * Execute on business initiatives by creating and including developing and delivering executive and external reporting and other communications. * Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures. * Responsible for recruiting, interviewing and making hiring decisions for the team. Required Qualifications, Capabilities, and Skills * Five or more years of financial services experience. * Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills * A bachelor's degree * Two years' experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This position is subject to Section 19 of the Federal Deposit Insurance Act (FDIA). Employment is contingent upon a review of criminal conviction history. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process. 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: *********************************************************************

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Operations Coordinator 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: Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Support the Branch manager in operational tasks and scheduling Resolve issues related to daily operations of the teller line, under direction of regional banking management Support customers and employees in resolving or escalating concerns or complaints Receive guidance from managers and exercise judgment within defined policies and procedures Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions Identify information and services to meet customers financial needs Motivate a diverse team to achieve full potential and meet established business objectives Required Qualifications: 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to provide strong customer service while listening, eliciting information and comprehending customer issues Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Cash handling experience Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting Knowledge and understanding of retail compliance controls, risk management, and loss prevention Motivate others to achieve full potential and meet established business objectives Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Posting Location: 1550 Tiburon Blvd Belvedere, CA 94920 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 - $30.25 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: 11 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.

JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** We are currently seeking a talented personal injury Legal Assistant for our San Francisco, California staff counsel law office. As a dedicated personal injury Legal Assistant, you will provide assistance with legal work which is reviewed and approved by the supervising attorney. This includes but is not limited to research, contract administration, document preparation, and trial preparation. The legal work performed differs by practice area and area of specialty such as insurance, banking, investments, financial services, litigation, general corporate, ecommerce/marketing, government relations or labor/employee relations. Legal Assistants have a flexible work environment where most of your time will be spent at the staff counsel office and working from home. Relocation assistance is not available for this position. **What you'll do:** + Applies intermediate knowledge to assist in providing support for the investigative process of a trial by gathering documents and information for legal assignments. + Collaborates with team to conduct research and analyze documents to prepare reports of findings and formulate alternatives. + Collaborates with team to evaluate risk of alternatives and calculate costs of potential liability and assesses benefits/drawbacks. + May assist in preparing drafts of legal documents such as discovery responses, affidavits, motions, corporate minutes, contracts and other legal documents. + Applies intermediate knowledge to assist with proper filing of documents with regulatory authorities, courts, other tribunals, monitors status and distributes copies. + Assists team with preparing presentations and briefing material on topics relevant to USAA business. + Oversees management and maintenance of attorneys' files per the attorney's specifications. + May assist with administrative tasks to include, but not limited to, calendar responsibilities to ensure all deadlines are met; check writing, check requesting, copying, and handling mail as necessary to ensure continuous business operations. + May act as a liaison between attorney and outside counsel in the exchange of information. + Collaborates with team members to resolve issues and to identify appropriate issues for escalation. + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. **What you have:** + High School Diploma or General Equivalency Diploma required. + 1 year of experience in legal support or related experience to include multi-tasking in a fast paced and complex business environment. + Intermediate knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required. + Interpersonal skills necessary to communicate effectively in person, by e-mail and telephone; effectively follow instructions from a diverse group of clients, attorneys and staff; provide reports with professional courtesy and tact. + Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality. + Knowledge of Microsoft Office tools. **What sets you apart:** + Experience assisting attorneys in handling discovery, conducting legal research, drafting motions, and trial preparation for a personal injury insurance defense law firm or in-house counsel in the state of California. + Notary Public + Bachelor's Degree + US military experience through military service or a military spouse/domestic partner. **Compensation range:** The salary range for this position is: $51,370 - $92,060 **.** **USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).** **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._ _USAA 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, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **Our organization:** The Network & Acquirer Solutions (NAS) team is at the heart of American Express and is a core function within the Global Merchant and Network Services (GMNS) business unit. Each year, we power billions of transactions through our global payments network, serving our Issuing & Acquiring partners in more than 170 markets worldwide. We grow revenue by driving strategic, multi-year initiatives to deliver differentiated value to our merchants, partners, and customers. The Network Product & Enablement team with NAS is responsible for the Network, the maintenance of existing functionality, the development of new products and services, and operations. Our solutions deliver value to American Express' Card Members, acquirers and partners across the globe, whether proprietary or third-party by facilitating secure and seamless transactions between American Express' issuers, acquirers and merchants. Our goal is to enable Card Members to pay however and wherever they choose. We deliver on these by setting the vision and strategy for the Network, anchoring our priorities into those of the enterprise, and developing and managing an associated set of products. We keep the customer perspective top-of-mind, factor in competition and regulatory trends, and apply an end-to-end product management approach (i.e., including strategy, roadmaps, scaling plans, business cases, success metrics, KPIs). We lead the end-to-end process, manage the end-to-end partner lifecycle and are also responsible for industry intelligence and engagement through various governing bodies. **About the Role:** Reporting to the Director of Debit Product Management & Delivery, this exciting role will offer a talented PMO manager the chance to drive development of Acquiring for the enterprise through exceptional program management office activities. You will play a critical role in driving organization, governance, and delivery discipline across the team and cross enterprise program partners. The role requires someone who thrives on structure and planning, whilst also being comfortable rolling up their sleeves and getting into the detail. You'll be a connector - joining the dots, managing dependencies, and keeping risks and issues front and center. If you are someone who is happy to step into whatever is needed this could be the perfect role for you. **Key Responsibilities:** + Provide end-to-end PMO leadership across for Debit Acquiring in the U.S. as part of a major program of work + You will be proactive in creating, understanding and critically questioning of project plans, risks/issues and dependencies. Helping to join the dots across a large, diverse program + You will keep a broad strategic level view whilst diving into the details with a questioning mindset, identifying gaps or misalignments taking initiative to address + You will produce accurate and insightful program or product update materials and artifacts, tailoring to various forums and committees. Always assessing usefulness of communications and identifying new ways to augment existing approaches + You will develop strong relationships across cross enterprise teams fostering a culture of accountability, transparency, and delivery focus + You will define, setup and maintain processes to the support the product team in managing and prioritizing the product roadmap **Minimum Qualifications:** + 3 years experience within Acquiring, ideally with exposure to OptBlue + Proven experience in a senior PMO/Program support role within complex, matrixed environments + Exceptional organizational skills to prioritize and manage multiple tasks in a fast-paced environment with excellent attention to detail + Detail orientated while maintaining a view of the bigger picture + A proactive mindset with a 'can do' attitude - willing to get stuck in wherever needed + Strong comfort working in ambiguity and helping create structure out of chaos + Able to create impactful and meaningful communications for all levels of the business, creating decks that 'tell the story' to drive buy in and understanding + Critical thinker; able to find connections, spot interdependencies and bring clarity + A highly effective relationship builder who uses their diplomatic skills to influence others at all levels of the business with no direct control + A self-starter who will hit the ground running + Must have positive, can-do attitude, able to remain calm under pressure + Excellent Microsoft Excel & Powerpoint skills **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Product **Primary Location:** US-New York-New York **Other Locations:** US-South Carolina-Charleston, US-California-Palo Alto, US-Florida-Sunrise, US-California-San Francisco, US-Georgia-Atlanta, US-Utah-Sandy, US-Illinois-Chicago **Schedule** Full-time **Req ID:** 25021456

**About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates + Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology + Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firms Operational, Compliance policies and procedures + Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects + Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets + Support firm goals to drive adoption around key CRG ease of doing business initiatives across the market + Ensure Client Associates are trained in key CRG ease of doing business initiatives + Visit branches across the Market to oversee operational/support practices and coach on operational risk **Required Qualifications:** + 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + 1+ years of leadership experience + Familiarity with Support Center model + Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective + Strong client service skills + Strong attention to detail and accuracy skills + Effective organizational, multi-tasking, and prioritizing skills + Strong verbal, written, and interpersonal communication skills **Job Expectations:** + US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required + This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatory questions/disclosures, will be ineligible to work from a location other than their assigned office location + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + This position is not eligible for Visa sponsorship. + May travel between branches in the market up to 20% of the time This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. **Posting Locations:** + 555 California St Ste 2300 San Francisco, California 94104 + 2033 N. Main St Ste 800, Walnut Creek, CA 94596 + 301 University Ave Palo Alto, California 94301 + 50 W San Fernando St San Jose, California 95113 **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. $92,000.00 - $145,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 11 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-506490

About this role: Wells Fargo is seeking talent to join the 2026 Corporate Banking Early Career Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com Corporate Banking serves our clients by using the Wells Fargo balance sheet to finance our clients' day-to-day corporate activities as well as strategic activity, including mergers & acquisitions. Corporate Bankers cover both large corporate and middle market clients through the CIB platform and are also responsible for generating ideas and solutions across Wells Fargo's suite of products and services. Our Corporate Bankers meet regularly with Wells Fargo clients regarding Debt Financing and Treasury Management strategies among other banking products that Corporate Treasurers look to us to provide. Additionally, CIB Corporate Bankers partner with CIB Investment Bankers to evaluate potential acquisition targets, perform debt financing analysis, and ultimately provide or help source any debt financing needs. Our CIB Coverage Teams are organized by industry vertical to provide the appropriate level of specialization and partner with our CIB Capital Markets, Corporate Finance and M&A teams to deliver Corporate and Investment Banking solutions to our clients. The CIB Coverage Industry verticals include: Banks Americas Consumer & Retail Energy & Power Financial Institutions Group Healthcare Industrials Technology, Media & Telecommunications Sponsors Portfolio Management WHAT THE PROGRAM OFFERS The Corporate Banking Early Career Program is designed to provide undergraduate students with an in-depth understanding of the day-to-day responsibilities of a full-time Corporate Banking Analyst. Analysts will work with Corporate Banking team members to support its financing and relationship management efforts. Analysts assist with end-to-end financing activities as well as ongoing relationship and portfolio management activities. Additionally, Analysts assist Corporate Bankers with the preparation of client marketing materials for CFOs and Treasurers of large Fortune 500 companies and middle-market clients. Key Analysts responsibilities that Analysts may participate in include: Performing company and industry research; Preparing historical financial performance analysis and modeling future financial performance to identify key credit risks; Preparing client marketing materials utilizing Excel and PowerPoint presentation skills; Assisting in the preparation of credit underwriting materials and presentations for Wells Fargo's Risk Committee approval; Assisting with deal closings; Support the management of existing client relationships through the ongoing monitoring of industry events, company press releases, and financial statements and preparing memorandums to update management on the latest client information as needed. In this role, you will: Function as part of a team focused on helping clients achieve their financial and strategic goals Assist Corporate Bankers with the preparation of marketing materials for Fortune 500 companies and middle-market clients Support the management of existing client relationships through the ongoing monitoring of industry trends, market activity, company news, financial statements, and performance Prepare discussion materials for internal and external presentations Complete periodic professional development training as scheduled Assist with deal closing including regulatory and compliance requirements Ideal Candidate for this role: Outstanding problem solving and decision-making skills Strong analytical skills with high attention to detail and accuracy Ability to be proactive, innovative and creative in meeting customer and enterprise needs Ability to interact with integrity and a high level of professionalism with all levels of team members and management Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Energetic self-starter who proactively takes initiative, remains curious and has a genuine interest in learning and growth Analysts start with a comprehensive six to seven week training program in Charlotte before beginning work with their business unit. The training combines all the Analysts from various lines of business and includes classroom instruction in financial accounting, cash flow, credit analysis, products, structuring, corporate valuation and financial modeling. Wells Fargo professionals and consultants with special expertise in their fields equip Analysts with the skills, knowledge and tools to make an immediate contribution to their team. Analysts will also receive on-the-job coaching, mentoring, and feedback throughout their tenure. Program duration: This is a 2 year program with a program start date of July 2026. Program Locations: Primary location is San Francisco, CA Pay Range: Sn Francisco: $100,000 Annually May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards. Required Qualifications: 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is strongly preferred that your background include: Currently pursuing a bachelor's degree with an expected graduation date between December 2025 -June 2026. Excellent verbal, written, and interpersonal communication skills. Ability to work effectively, as well as independently, in a collaborative, change driven environment Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills. Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement. Pursuing a bachelor's degree. All majors are welcome. Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry. This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. 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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. 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. $87,700.00 - $155,900.00 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: 21 Aug 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **Our organization:** The Network & Acquirer Solutions (NAS) team is at the heart of American Express and is a core function within the Global Merchant and Network Services (GMNS) business unit. Each year, we power billions of transactions through our global payments network, serving our Issuing & Acquiring partners in more than 170 markets worldwide. We grow revenue by driving strategic, multi-year initiatives to deliver differentiated value to our merchants, partners, and customers. The Network Product & Enablement team with NAS is responsible for the Network, the maintenance of existing functionality, the development of new products and services, and operations. Our solutions deliver value to American Express' Card Members, acquirers and partners across the globe, whether proprietary or third-party by facilitating secure and seamless transactions between American Express' issuers, acquirers and merchants. Our goal is to enable Card Members to pay however and wherever they choose. We deliver on these by setting the vision and strategy for the Network, anchoring our priorities into those of the enterprise, and developing and managing an associated set of products. We keep the customer perspective top-of-mind, factor in competition and regulatory trends, and apply an end-to-end product management approach (i.e., including strategy, roadmaps, scaling plans, business cases, success metrics, KPIs). We lead the end-to-end process, manage the end-to-end partner lifecycle and are also responsible for industry intelligence and engagement through various governing bodies. **About the Role** Reporting to the Director of Debit Go-To-Market, you will play a critical role in supporting the development and execution of strategies that launch and expand American Express's Debit capabilities in the U.S. market. You will help translate strategy into action - coordinating readiness efforts, driving market adoption, and engaging key partners across the acquiring ecosystem, including merchants, processors, acquirers, and network partners. This role will be instrumental in operationalizing go-to-market plans and ensuring seamless collaboration across internal and external stakeholders to deliver business growth and market success for American Express Debit. **Key Responsibilities:** + **Go-To-Market Execution** : Support the design and delivery of go-to-market plans for Debit acquiring solutions, driving stakeholder readiness and alignment to enterprise goals. + **Market Engagement** : Partner with merchants, processors, and acquirers to build awareness and support adoption of Debit capabilities in the U.S. market. + **Operational Readiness** : Coordinate cross-functional efforts across Network, Acquiring, Product, and Risk teams to ensure successful and timely implementation of initiatives. + **Business Case Support** : Partner with Finance and Strategy teams to support opportunity sizing, initiative prioritization, and business case development. + **Performance Tracking** : Monitor key performance indicators, analyze outcomes, and provide insights and recommendations to optimize results. + **Collaboration & Communication** : Ensure clear, consistent communication across internal partners and help maintain alignment on priorities, timelines, and deliverables. + **Team Contribution** : Contribute to a collaborative, high-performing team culture and provide mentorship and support to junior team members. **Minimum Qualifications:** + 3 years of experience in U.S. Debit; ideally within the U.S. Debit acquiring space. + Proven experience supporting go-to-market initiatives or product launches in the payments industry. + Strong interpersonal and relationship management skills, with experience working cross-functionally and engaging external partners. + Excellent analytical and organizational skills, with the ability to manage multiple priorities and projects simultaneously. + Strong written and verbal communication skills, with an ability to translate complex information into actionable insights. + Bachelor's degree or equivalent experience required; advanced degree preferred. **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Product **Primary Location:** US-New York-New York **Other Locations:** US-South Carolina-Charleston, US-California-Palo Alto, US-Florida-Sunrise, US-California-San Francisco, US-Georgia-Atlanta, US-Utah-Sandy, US-Illinois-Chicago **Schedule** Full-time **Req ID:** 25021439

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. **Job responsibilities** + Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships + Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning + Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework + Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews + Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions + Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms + Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships **Required qualifications, capabilities, and skills** + 6+ years of cash management, sales and relationship management experience + Success developing new business with focus on prospecting utilizing strong selling and negotiation skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent verbal and written communication skills + Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization + Strong time management, organizational and planning skills + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor **Preferred qualifications, capabilities, and skills** + Bachelor's degree + Certified Treasury Professional designation + Strong creative solution and problem-solving abilities FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** San Francisco,CA $128,250.00 - $195,000.00 / year

**Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **Commercial Real Estate (CRE)** provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations. **About this role:** The Multifamily Capital Team is seeking a motivated and detail-oriented individual to join the team as a Commercial Mortgage Pursuit Specialist. This role is ideal for someone with strong financial acumen, a willingness to learn, and an interest in expanding their expertise in multifamily real estate finance. You will play a key role in supporting deal execution and client engagement, with opportunities for growth and increased responsibility. **In this role you will:** + Analyze loans and identify high risk attributes + Assist in sizing deals and preparing preliminary underwriting for agency submission. + Support client communications throughout the transaction process; role will expand to include direct client engagement. + Demonstrate a strong work ethic and eagerness to learn; multifamily experience is a plus but not required. + Identify opportunities and strategies for process improvement and risk control development + Receive direction from manager and exercise independent judgment + Interpret policies, procedures, and compliance requirements + Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals + Interact with internal customers **Required Qualifications:** 2+ years of Business Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Prior experience in multifamily or commercial real estate finance is a plus. + Advanced Microsoft Excel skills, including proficiency in financial modeling. + Strong analytical skills with high attention to detail and accuracy. + Strong technical writing skills + Excellent verbal, written, and interpersonal communication skills + Experience guiding and mentoring more junior associates or analysts + Bachelor's degree in Finance, Real Estate, Economics, or related field **Job Expectations:** + Candidates for this role will be required to work in-office 4 days a week. + Relocation assistance is not available for this position. + This role is not eligible for visa sponsorship **Location:** + 333 Market Street, San Francisco, CA 94105 This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $120,000.00 - $196,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 15 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-509506

We are seeking an experienced Analyst to join our industry-leading M&A team. As an Analyst in M&A, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. Job Responsibilities Executing Transactions: support due diligence, document preparation, negotiation etc. and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc.) Working with J.P. Morgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics Required qualifications, capabilities, and skills 1+ years prior work experience: in an investment banking front office role in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence) Strong accounting, finance, quantitative and business writing skills. Bachelor's degree Understanding of the transaction cycle and the steps in the process and is execution oriented. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Network & Acquirer Solutions (NAS) team is at the heart of American Express and is a core function within the Global Merchant and Network Services (GMNS) business unit. Each year, we power billions of transactions through our global payments network, serving our Issuing & Acquiring partners in more than 170 markets worldwide. We grow revenue by driving strategic, multi-year initiatives to deliver differentiated value to our merchants, partners, and customers. The Network Product & Enablement team with NAS is responsible for the Network, the maintenance of existing functionality, the development of new products and services, and operations. Our solutions deliver value to American Express' Card Members, acquirers and partners across the globe, whether proprietary or third-party by facilitating secure and seamless transactions between American Express' issuers, acquirers and merchants. Our goal is to enable Card Members to pay however and wherever they choose. We deliver on these by setting the vision and strategy for the Network, anchoring our priorities into those of the enterprise, and developing and managing an associated set of products. We keep the customer perspective top-of-mind, factor in competition and regulatory trends, and apply an end-to-end product management approach (i.e., including strategy, roadmaps, scaling plans, business cases, success metrics, KPIs). We lead the end-to-end process, manage the end-to-end partner lifecycle and are also responsible for industry intelligence and engagement through various governing bodies. About the Role The Director, Debit Product Management & Delivery, will lead the development and commercialization of American Express's Debit acquiring capabilities - from concept through deployment. This role will ensure new Debit products and features are designed, built, and launched to meet customer, partner, and business needs. Reporting to the Vice President, Debit U.S. Program and Go-To-Market, this leader will oversee the full delivery from defining requirements to driving development across Network, Acquiring, and technology teams to ensure seamless execution. Key Responsibilities * Lead Product Development: Manage the roadmap for U.S. Debit acquiring capabilities, from ideation through market launch, ensuring delivery of high-quality, compliant, and market-ready solutions. * Delivery Leadership: Oversee day-to-day execution across technology and business workstreams; ensure timelines, budgets, and deliverables are met. * Stakeholder Collaboration: Partner closely with Network, Risk, Operations, and Go-To-Market teams to ensure readiness and alignment across 30+ workstreams and multiple enterprise functions. * Operational Excellence: Embed processes, controls, and governance frameworks to ensure scalable, sustainable delivery. * Partner Integration: Manage interactions with network and acquiring partners, driving solution design, testing, and deployment readiness. * Team Leadership: Build, lead, and develop a team of product managers and delivery experts to achieve strategic and operational objectives. Minimum Qualifications * 5+ years of product management, program delivery, or acquiring experience * Proven experience leading cross-functional delivery programs with multiple stakeholders and dependencies * Deep understanding of U.S. Debit routing, processing, and acquiring infrastructure * Strong project management discipline, with ability to deliver complex initiatives on time and within scope * Excellent communication and problem-solving skills, with ability to navigate ambiguity and influence outcomes * Bachelor's degree or equivalent experience required; advanced degree preferred * Strongly Preferred: U.S. Debit acquiring experience Salary Range: $144,250.00 to $256,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

JobID: 210628980 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Fairfield,CA $25.00-$30.48 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** Bank of America's Transformative Healthcare segment is seeking a Credit Officer to join our Bay Area team. The Transformative Healthcare Group focuses on the middle market healthcare industry including traditional banking, capital raising and advisory services. This group is a specialized team within the Global Commercial Bank which serves public and private healthcare companies, generally with annual revenues of $50 million to $2 billion. The Transformative Healthcare Group maintains a leadership position within the industry, manages numerous syndicated and capital markets-agented transactions, and maintains a close working relationship with Global Investment Banking. The team brings its industry specialization and solutions to support the financial needs of healthcare services, life sciences and medical technology companies. This position is located in San Francisco and will report to the national Transformative Healthcare Senior Credit Manager. The Credit Officer II (CO II) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real estate loans, and syndicated loans. The CO II manages all of the ancillary credit exposure to clients. The CO II maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the market. **Responsibilities:** + Manages the credit process for a portfolio of clients + Negotiates credit documentation + Leads the credit and risk approval processes + Builds relationships with existing and prospective clients + Mentors and supports associates + Provides capital structure solutions **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + Risk Management + Underwriting + Account Management + Credit Documentation Requirements + Credit and Risk Assessment + Decision Making + Issue Management + Analytical Thinking + Coaching + Collaboration + Critical Thinking + Customer and Client Focus **Required Qualifications:** + 10+ years of solid Commercial Banking Experience + Experience in financial analysis, structuring, underwriting and portfolio management + Analytical/technical skills, including financial accounting, modeling and loan structuring + Strong communication skills; ability to communicate vertically, horizontally, and externally + Industry knowledge across multiple sectors **Minimum Education Requirement:** BA/BS Degree Desired **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

Fairfield, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications** : + Has demonstrated experience and proven success with business-to-business sales, or small business banking. + Has strong communication skills with the ability to effectively influence clients. + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a proven sales track record. + Is able to build productive partnerships and working relationships. + Is experienced with outbound phone sales. **Desired Qualifications:** + Experience with financial information, spreadsheets and financial skills. + Experience with in-person customer service and sales. + Experience working with small business clients. + Experience meeting or exceeding goals. + A working knowledge of small business products and services. + Bilingual skills. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are currently seeking a talented personal injury Legal Assistant for our San Francisco, California staff counsel law office. As a dedicated personal injury Legal Assistant, you will provide assistance with legal work which is reviewed and approved by the supervising attorney. This includes but is not limited to research, contract administration, document preparation, and trial preparation. The legal work performed differs by practice area and area of specialty such as insurance, banking, investments, financial services, litigation, general corporate, ecommerce/marketing, government relations or labor/employee relations. Legal Assistants have a flexible work environment where most of your time will be spent at the staff counsel office and working from home. Relocation assistance is not available for this position. What you'll do: Applies intermediate knowledge to assist in providing support for the investigative process of a trial by gathering documents and information for legal assignments. Collaborates with team to conduct research and analyze documents to prepare reports of findings and formulate alternatives. Collaborates with team to evaluate risk of alternatives and calculate costs of potential liability and assesses benefits/drawbacks. May assist in preparing drafts of legal documents such as discovery responses, affidavits, motions, corporate minutes, contracts and other legal documents. Applies intermediate knowledge to assist with proper filing of documents with regulatory authorities, courts, other tribunals, monitors status and distributes copies. Assists team with preparing presentations and briefing material on topics relevant to USAA business. Oversees management and maintenance of attorneys' files per the attorney's specifications. May assist with administrative tasks to include, but not limited to, calendar responsibilities to ensure all deadlines are met; check writing, check requesting, copying, and handling mail as necessary to ensure continuous business operations. May act as a liaison between attorney and outside counsel in the exchange of information. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 1 year of experience in legal support or related experience to include multi-tasking in a fast paced and complex business environment. Intermediate knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required. Interpersonal skills necessary to communicate effectively in person, by e-mail and telephone; effectively follow instructions from a diverse group of clients, attorneys and staff; provide reports with professional courtesy and tact. Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality. Knowledge of Microsoft Office tools. What sets you apart: Experience assisting attorneys in handling discovery, conducting legal research, drafting motions, and trial preparation for a personal injury insurance defense law firm or in-house counsel in the state of California. Notary Public Bachelor's Degree US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $51,370 - $92,060. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.

San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************* **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients ( **This role does not have any specific client acquisition goals** ). + Design, create and effectively deliver presentation pieces for client meetings and national events + Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects. + Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. + May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. + Assist with the retention of UHNW relationships. **Skills:** + Business Development + Critical Thinking + Oral Communications + Presentation Skills + Wealth Planning + Active Listening + Collaboration + Customer and Client Focus + Pipeline Management + Written Communications + Adaptability + Attention to Detail + Issue Management + Prioritization **Desired Skills:** + 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals + Strong Tax, legal research and writing skills + Series 7 & 66 or the ability to obtain these within 120 days + Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher) **Minimum Education Requirement:** Law degree required _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

You are customer focused, passionate about working with and supporting foreign-owned, early-stage multinational companies, enjoy building relationships and bringing in new clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Multinational Corporations (MNC), Middle Market Banking team, you will focus on business development and play a pivotal role in expanding our presence within foreign-owned, early-stage companies. A history of business development experience and a strong network in the early stage ecosystem is key for this role. The MNC Early-Stage team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, you will be a creative and strategic thinker to build community and brand awareness in the local market including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance Serve as mentor and coach to the banking team and lead the region's prospecting activities. This may include cross-selling of existing clients when appropriate. Lead the new business origination strategy for the local market in close coordination with local business banking teams Identify early stage multinational companies with annual revenues up to $20 M and connect with their key executives (CFO, VP of Finance, etc.) Utilize data-driven insights to prioritize prospects and tailor customized outreach strategies Leverage COI relationships to enhance outreach efforts and drive new client acquisition Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our broad product capabilities Required Qualifications, Capabilities and Skills 5+ years of business development, commercial banking, or other relevant sales experience Proven track record of sourcing and navigating treasury sales opportunities, ideally in commercial banking Ability to build community and brand awareness in a dynamic market History of planning and executing an events and content strategy Utilize seasoned judgment to offer comprehensive and customized solutions that best meet potential client needs Monitor and research market/industry trends and business outcomes to present relevant and insightful solutions to potential clients Preferred Qualifications, Capabilities and Skills Ability to leverage your network, market knowledge to deliver a top-notch client and partner experience A deep understanding of JPMorgan Commercial Banking products and services Ability to work collaboratively with our Bankers, Treasury Management Officers, and other key product partners Capable of operating independently and possesses excellent partnership, communication, and marketing skills