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A leading crypto solutions provider is seeking a Senior Credit Trader in San Francisco, California. This role requires deep expertise in credit markets and proven success in financial analysis and trading. The successful candidate will lead strategic initiatives to drive growth and collaborate with stakeholders. The expected base pay ranges from $162,000 to $219,000, plus performance bonuses and equity options, influenced by location and experience. #J-18808-Ljbffr

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Senior Credit Trader As a Senior Credit Trader at FalconX, you will be instrumental in driving strategic growth and innovation within our credit business. This role demands a seasoned professional with a deep understanding of credit markets, investment banking, or crypto credit roles, coupled with an entrepreneurial spirit. You will lead mission-critical projects in a dynamic and rapidly evolving ecosystem, leveraging your expertise to achieve significant outcomes. Key Responsibilities: Strategic Leadership: Lead initiatives that bridge the credit team with customers, prospects, and internal teams, fostering collaboration to drive exponential growth. Change Agent: Utilize FalconX's platform to implement transformative changes and deliver impactful results in the credit trading space. Entrepreneurial Mindset: Adapt to various contexts and challenges, employing a diverse skill set to navigate complex market environments successfully. Collaborative Team Player: Work efficiently with both internal and external stakeholders to influence deliverables and achieve objectives through strong relationship building and teamwork. Project Management Excellence: Act as a valuable connector, bridging gaps and facilitating communication and collaboration across the organization to remove roadblocks and ensure project success. Effective Communication: Clearly articulate the credit team's priorities and timelines to the wider organization, ensuring alignment and understanding. Market Intelligence & Strategy: Continuously monitor market conditions, news, and economic indicators to inform trading strategies and decisions. Scaling Operations: Lead efforts in credit trading, booking trades, and reconciling discrepancies, while supporting the expansion of our trading book. Qualifications: Extensive Experience: 5+ years of experience in financial analysis, investment banking, risk management, trading, or credit analytics, with a proven track record of success. Crypto Expertise: Previous work experience in the crypto industry, with a strong understanding of crypto lending and credit products. Loan Management Systems: Demonstrated experience in building and managing loan management systems. Relationship Management: Expertise in managing relationships with a focus on credit products, enhancing client engagement and satisfaction. Risk Management Acumen: Strong sense of risk management, particularly in operating a crypto lending business, ensuring sound decision-making and compliance. Presentation Skills: Ability to produce and present credit-related materials to both internal and external stakeholders effectively. Process Improvement: Proven ability to work with internal teams to streamline processes and improve efficiency in deal execution. The base pay for this role is expected to be between $162,000 to $219,000 level in the New York City Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process. #J-18808-Ljbffr

We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes. Responsibilities Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies. Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies. Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes. Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies. Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies. 5+ years of experience in researching and trading quantitative futures based strategies. Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. Proven leadership experience in managing a team of quantitative researchers. Strong quantitative skills. Proficiency in Python. Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your. dependents. Pre-tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer. #J-18808-Ljbffr

Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture. ESSENTIAL DUTIES AND RESPONSIBILITIES Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public. Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume Oversee the Company's Treasury Management sales and operations activities. Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders Develop and implement strategies to accommodate current and future organizational plans, programs, and needs. Provide the highest level of customer relations and service Ensure compliance with Bank policies, procedures and processes. Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary. As necessary, meet with investors and analysts to report on the current status of the Company Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company Serve as a member of, or chairperson of various Sr. Management Committees as needed Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings Serve as an active member of the Farmers National Bank Board of Directors Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position. Completes all other duties as assigned SUPERVISORY RESPONSIBILITIES Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems. EDUCATION AND/OR EXPERIENCE Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently Must have excellent verbal and written communication skills Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management Strong knowledge of credit policies and lending practices Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected Must be able to travel on an as‑needed basis QUALIFICATION REQUIRED Bachelors or better in Finance or related field. EEO STATEMENT Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr

A quantitative investment firm in Stamford is seeking a Fixed Income Trader with experience in corporate credit and rates trading. The role involves executing trades, building relationships with liquidity providers, and collaborating with quantitative researchers to enhance trading strategies. Ideal candidates should have at least 3 years of relevant experience and proficiency in platforms like MarketAxess and Bloomberg, alongside strong analytical skills. #J-18808-Ljbffr

Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies. Responsibilities Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies Coordinate with operations on settlements and corporate actions Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development Qualifications Bachelors, Masters or PhD in STEM related fields 3+ years of experience in corporate credit and rates trading, preferably on the buyside Proficiency in trading platforms: MarketAxess, TradeWeb, TruMid, and Bloomberg Exposure to fixed income quantitative/systematic strategies Proficiency in programming languages (such as Python) and statistical modeling Deep understanding of corporate credit and rate markets Strong problem-solving skills with an ability to work independently and as part of a team Benefits Competitive salary plus bonus bonus based on individual and company performance Collaborative, Casual, and friendly work environment PPO Health, dental and vision insurance premiums fully covered for you and your dependents Pre-tax commuter benefits Weekly company meals Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr

A major financial services company is seeking an Associate Banker SAFE Act in San Francisco, CA. The role focuses on generating revenue growth and acquiring target clients, particularly in Investments. Candidates should have 6-10 years of experience, investment knowledge, and the ability to manage relationships. Responsibilities include sales strategy creation, prospecting, and client support. This full-time position offers a competitive salary range of $142,320 to $213,480 along with comprehensive employee benefits. #J-18808-Ljbffr

Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements. Job Requirements New Client and Business Development Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects Profile, qualify, and convert prospects into CPB clients. Identify and execute on new business opportunities with existing clients Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients Manage client expectations regarding what can and cannot be executed on their behalf Ensure financial strategies are kept current and appropriately aligned with client objectives Understand and communicate the risk involved with financial and investment strategies Ensure all client inquiries and problems are handled effectively and resolved Help team members to acquire experience and establish credibility with clients Compliance Oversight and Controls Comply with all regulatory policies and control procedures regarding client transactions and suitability Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Skills and Knowledge Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products Strong knowledge of financial industry and current market conditions Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing Ability to understand, utilise and learn computer and web based applications Qualifications and Education 15+ years of experience Licensing: Series 7 & 66 (or 63 & 65) & 31 Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Job Family Group Private Client Coverage Job Family Private Banker Time Type Full time Primary Location Atlanta Georgia United States Primary Location Full Time Salary Range $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date Jul 15, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A leading financial services firm is seeking a Private Banker to work within their U.S. Private Bank. The role involves advising clients on wealth management, generating new business, and ensuring exceptional client experience. Ideal candidates will have at least six years of experience in Private Banking, a Bachelor's degree, and a client-focused mindset. Strong sales acumen and understanding of investments are essential. This is an opportunity to work with a talented team and develop your career. #J-18808-Ljbffr

Investment Banking Vice President, Technology - San Francisco page is loaded## Investment Banking Vice President, Technology - San Franciscolocations: San Francisco: Bostontime type: Full timeposted on: Posted 5 Days Agojob requisition id: REQ101690*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are seeking an experienced Vice President to join our Technology team in San Francisco.**Primary Responsibilities:*** Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations* Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections* Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services* Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector* Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing**Required Skills & Experience:*** Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level* Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector* Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills* Ability to effectively adapt to and address changing client and firm needs**Education:*** An MBA from a top-tier business school or equivalent investment banking experience* Five or more years of relevant work experience**Expected Salary:** $250,000 USD*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr

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 Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: * Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments * Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols * Escalate banking related issues or business risks that require an in-depth evaluation * Advise customers on various aspects of recommended and available financial options and services * Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services * Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals * Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations * Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals * Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially * Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances * Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 3+ years of experience building and maintaining effective relationships with customers and partners * 3+ years of experience recommending products and services Desired Qualifications: * Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking * Experience recommending financial services products and services * Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration * State Insurance license(s) * 3+ years of experience in a licensed financial services position * Customer service focus with experience handling complex transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Excellent verbal, written, and interpersonal communication skills * Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business * Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * Ability to educate and connect customers to technology and share the value of self-service digital banking options * Experience using strong business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others Job Expectations: * Ability to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required * For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment * State Insurance license(s) are required for this role and must be completed within a specified period * Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. * A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * 1200 E Lancaster Avenue Bryn Mawr, PA 19010 * 438 Fayette Street Conshohocken, PA 1 * 702 W Lancaster Ave Wayne, PA 19087 * 77 Lancaster Ave Malvern, PA 19355 * 402 W Lancaster Ave Haverford, PA 19041 * 2 West Swedesford Rd, Devon, PA 19333 * 305 E Lancaster Ave Wayne, PA 19087 * 50 E Wynnewood Road Wynnewood, PA 19096 * 101 W. DeKalb Pike King of Prussia, PA 19406 * 307 Levering Mill Rd Bala Cynwyd PA 19004 * 24 E Lancaster Ave Paoli, PA 19301 Posting End Date: 13 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.

A leading financial institution is seeking a Private Client Banker to serve affluent clients in San Francisco. The role involves managing client banking relationships, actively acquiring new clients, and ensuring regulatory compliance. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and excellent communication abilities. This position requires adherence to various regulatory requirements, including Dodd Frank. Join us to help make a difference in our clients' financial journeys. #J-18808-Ljbffr

Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency Must display ability to toggle between multiple applications while assisting customers in the various channels Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority. Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact Cross-sell bank services and products Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures Establish and maintain solid working relationships with all levels, departments, and locations within FCBI Consistently meets critical deadlines and other performance targets or requirements Must be available to work all weekdays and holidays, within Bank operating hours Perform other tasks requested by supervisors as they relate to the bank and its functions Physical Requirements: Must be able to remain in a sitting stationary position for extended periods of time Constantly operate a computer and other office machinery Ability to lift up to 25 pounds FNBT is an equal opportunity employer.

A prominent financial institution in San Francisco seeks a Client Relationship Consultant. The role involves fostering customer relationships through proactive communication and a digital-first approach. Responsibilities include understanding clients' banking needs, recommending solutions, and educating them on available products. Ideal candidates will have experience in retail banking and excellent interpersonal skills. Join us to support our community in making informed financial decisions. #J-18808-Ljbffr

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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

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. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Language Spanish preferred Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management 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; Loan Originators Shift: 1st shift (United States of America) Hours Per Week: 40

West Chester, Pennsylvania;Media, Pennsylvania; Newtown, Pennsylvania **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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management 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 and Loan Originators. Shift: 1st shift (United States of America) Hours Per Week: 40