Personal banker jobs in Bakersfield, CA - 1,939 jobs

Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #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

Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**We're actively seeking an experienced **Investment Grade Credit Trader** to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. **This position will be located in our Newport Beach office.****How you'll help move us forward:*** Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.* Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.* Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.* Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.* Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.**The experience you bring:*** 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.* Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).* Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.* Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.* Excellent communication, collaboration, and decision-making skills.* Upholds the highest standards of ethics and integrity.* Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our . #J-18808-Ljbffr

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We are seeking a Strategic Finance Associate to join our growing Strategic Finance team, with a focus on Product finance. In this role, you will work closely with Product, Engineering, and GTM leaders to shape the financial strategy of our business. You will build and maintain financial models, develop KPI frameworks, and deliver insights that influence product investments and growth priorities. This is a high-visibility, high-impact role where you'll play a critical part in connecting product strategy with financial outcomes, supporting long-range planning, and influencing decisions at the executive and board level as Zip continues to scale. What you'll do Design and own core financial models that support our annual plan, long-range forecast, and multi-product growth strategy Partner with Product, GTM, and Operations leaders to set topline targets, evaluate roadmap investments, and align on strategic priorities across the business Build and maintain KPI frameworks that track product performance and sales efficiency, creating a holistic view of business performance to guide resource allocation decisions Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics What you'll need 2+ years of private equity, investment banking, consulting, or similar experience Experience in strategic finance at a high-growth technology company is a plus Familiarity with technology / SaaS business models Excellent financial modeling and quantitative skills Extreme attention to detail and a high regard for precision Strong written and verbal communication Ownership mindset with the ability to collaborate across diverse teams and stakeholders The salary range for this role is $120,000-$160,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. 📈 Start-up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

A forward-thinking marketing platform is looking for a Senior Product Manager to lead the development of an AI-powered email content creation product. You will transform email experiences and leverage marketing technologies to create high-impact campaigns. The ideal candidate has over 4 years of product management experience, particularly with AI and marketing technology. This role offers a competitive salary range of $175,000 - $219,000 annually, along with benefits and equity. #J-18808-Ljbffr

Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system. Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365-all within 90 seconds. Based in San Francisco, CA, Rippling has raised $1.4B from the world's top investors-including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and Bedrock-and was named one of America's best startup employers by Forbes. We prioritize candidate safety. Please be aware that all official communication will only be sent from @ Rippling.com addresses. About the role We're looking to hire a Strategic Finance Associate to join the R&D Finance team, who will partner with our Research & Development (R&D) teams here at Rippling. R&D spans Engineering, Product Management, Product Design, and Data Science. This role will work directly with senior management within the R&D organization and play a role in key financial decisions. R&D is a critical component of Rippling's success and this position is fundamental to driving strategic and financial initiatives within the R&D org. Primary responsibilities will include a combination of building and maintaining models, creating new models to evaluate potential investments and product launches, ensuring teams remain within financial guardrails, and partnering with key cross‑functional stakeholders. There will be an emphasis on drawing data‑driven insights to further enhance the impact and success of the R&D org at Rippling. The role is based in San Francisco, CA (in‑office only). The ideal candidate will have relevant experience in investment banking, investing, or Finance at a high‑growth technology company. What you will do Work closely with functional leadership, cross‑functional partners, and colleagues across the Finance organization to support date driven decision making Support the monthly close and re‑forecast process Coordinate with Accounting partners to ensure flow of information during close cycles Create financial models from scratch to size business initiatives and the investment required to achieve them in order to help business leaders make ROI‑based trade‑offs Evaluate unit economics for new and existing products to understand their margins Develop a greater depth of understanding around R&D efficiency metrics Partner with R&D leadership to develop and monitor budgets and headcount needs ensure that the company's financial plan remains on track. Partner with the business and cross‑functional team members to develop and maintain robust, scalable forecasting models Coordinate and prepare materials for executive review, including for board meetings and fundraising efforts What you will need 4+ years of experience in finance. Previous experience in a high‑growth technology company, investing, and/or investment banking is preferred Bachelor's degree in Finance, Economics, Business, or a related field. Excellent financial modeling and analytical skills. A track record of building and maintaining complex operating models Excellent communication - written, verbal, and presentation Self‑starter with the ability to manage time, deliverables, and cross‑functional relationships Ability to navigate a fast‑paced, entrepreneurial work environment Organized, attentive to detail, and intellectually curious Experience with financial planning tools (e.g. Anaplan) and Salesforce is a plus but not required Experience partnering with Engineering and Product teams a bonus If you don't necessarily meet all of the requirements listed here, we still encourage you to apply because skills can be used in lots of different ways, your life experience is equally important sometimes. Additional Information Rippling is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics, Rippling is committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email ************************** Rippling highly values having employees working in‑office to foster a collaborative work environment and company culture. For office‑based employees (employees who live within a 40 mile radius of a Rippling office), Rippling considers working in the office, at least three days a week under current policy, to be an essential function of the employee's role. This role will receive a competitive salary + benefits + equity. The salary for US‑based employees will be aligned with one of the ranges below based on location; see which tier applies to your location here. A variety of factors are considered when determining someone's compensation-including a candidate's professional background, experience, and location. Final offer amounts may vary from the amounts listed below. The pay range for this role is: 96,000 - 160,000 USD per year (US Tier 1) #J-18808-Ljbffr

About Mercor Mercor is at the intersection of labor markets and AI research. We partner with leading AI labs and enterprises to provide the human intelligence essential to AI development. Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $1.5 million a day. Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast‑paced and deeply committed team. You'll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society. Mercor is a profitable Series C company valued at $10 billion. We work in‑person five days a week in our new San Francisco headquarters. About The Role As we scale, we're building out a Strategic Finance team to elevate how we plan, allocate resources, and assess performance across the business. This role will help shape a finance function in rapid‑growth mode and directly influence product strategy, investment decisions, and long‑term planning. You will own the financial health of key product lines and customers, including through forecasting, budgeting, market analysis, and full P&L ownership. You'll partner closely with GMs, product leaders, and executives, bringing analytical rigor, clear communication, and strong judgment. This role is ideal for someone who enjoys building from scratch, thrives in ambiguity, and wants outsized scope early in their career. Key Responsibilities Own product‑line P&Ls: Manage revenue, margins, opex, and unit economics with a clear view into performance drivers. Serve as the primary finance partner: Support GMs and product stakeholders with analysis, insights, and financial guidance. Lead forecasting, planning & financial modeling: Build revenue models, size opportunities, and contribute to quarterly and annual plans. Develop budgets and manage operating expenses: Create product‑level budgets, monitor spend, and identify risks and opportunities. Support capital allocation decisions: Evaluate returns on product investments, pricing changes, and operational initiatives. Surface insights for leadership: Translate data into recommendations that shape product and company strategy. Improve financial reporting and processes: Enhance dashboards, workflows, and systems to increase accuracy and scalability. What We're Looking For 2-5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high‑growth tech company. Strong analytical and modeling skills, with comfort working with incomplete or complex data. High ownership and execution, able to run workstreams end‑to‑end in a fast‑paced environment. Clear communicator and cross‑functional partner who can synthesize insights and influence decisions. Process‑oriented and adaptable, with interest in building and improving systems and workflows. #J-18808-Ljbffr

Deputy Chief Banking Officer - Beverly Hills, CA The Deputy Chief Banking Officer (DCBO) role represents a pivotal leadership opportunity within a rapidly growing, relationship-focused financial institution. As the Bank continues to scale in size, sophistication, and market influence, the DCBO will serve as a force multiplier for the Chief Banking Officer, elevating commercial banking performance, expanding market presence and delivering client experience that distinguishes the Bank as the trusted partner of choice for high-value clients and businesses. This is a highly visible and influential executive role that directly shapes the Bank's revenue engine. The DCBO will help lead the evolution of the banking strategy, unifying relationship management, credit partnerships, and operational delivery in a cohesive approach that delivers disciplined performance while enabling strong and sustainable growth. Stepping into this position means building upon an already strong foundation guided by the Chief Banking Officer's leadership, capitalizing on a highly skilled banker bench, a strong credit culture, and a differentiated market offering. The DCBO will enhance execution by strengthening productivity, operational alignment, and market responsiveness through scalable frameworks designed to keep pace with the Bank's growth trajectory. In partnership with the CBO, this leader will help advance a culture where bankers are empowered to deliver proactive guidance, deepen relationships, and expand the Bank's presence within prioritized commercial and private client segments. This position offers a meaningful opportunity to partner in leading the evolution of a unified and high-performing banking organization. Under the direction of the Chief Banking Officer, the DCBO will support efforts to reinforce a consistent sales culture centered on accountability, client success, and disciplined performance. They will collaborate cross-functionally to reduce friction in the delivery model, enhance speed and transparency in deal execution, and support the development of clearer pathways for banker growth including competency models, coaching programs, and talent succession plans that strengthen the division's bench both now and for the future. Supporting the advancement of the relationship management function is central to the role's purpose. The DCBO will help unlock banker potential through structured sales enablement, enhanced resource coordination, and improved internal partnership between front-line teams and Treasury, Operations, and Product leaders. By championing clearer expectations, aligned performance measures, and improved support systems, this role contributes to greater accountability while helping bankers accelerate ramp‑time, strengthen internal mobility, and expand client relationships with greater confidence. As a key contributor to the Banks's long‑term vision, the Deputy Chief Banking Officer will help drive market growth, portfolio strength, and financial performance across the Bank's commercial footprint. Working in close alignment with the executive team, the DCBO will ensure that talent, operational capabilities, and portfolio growth strategies remain synchronized and forward‑looking. This role plays a vital part in elevating both the employee and client experience by reinforcing a culture of excellence that strengthens loyalty, drives results, and supports the Bank's sustained success. ESSENTIAL DUTIES and RESPONSIBILITIES Onboarding & Development Partner with new Relationship Managers during their first 90 days to accelerate learning, build confidence, and ensure successful integration into the CalPrivate culture. Deliver structured onboarding, training and coaching sessions focused on sales processes, client engagement and compliance. Monitor early progress, providing constructive feedback and clear action plans for improvement. Coaching & Accountability You develop leaders by offering personalized coaching, constructive feedback, and career growth support. Guide sales team in executing tailored business development plans that foster long‑term, high‑value client relationships. Provide leadership during challenging client interactions and support by developing effective solutions. Performance & Reporting Regularly review performance metrics, sales reports, and pipeline activity to identify trends, gaps and opportunities. Deliver timely reporting and insights to the Chief Banking Officer regarding sales performance, team development, and coaching outcomes. Ensure sales organization remains focused on key performance drivers, including deposit growth, loan origination, and client relationship expansion. Lead group coaching sessions and best practice workshops to foster peer learning and collaboration. Partner with leadership to identify ongoing training needs and implement development programs that elevate effectiveness. Promote a culture of accountability, resilience and excellence within the sales organization. Serve as a role model by demonstrating strong business development skills, client relationship management, and adherence to the CalPrivate brand of service. MISSION CRITICAL OBJECTIVES | YEAR 1 Elevate Banker Productivity & Sales Execution Implement structured sales coaching, pipeline discipline, and account planning framework that increase RM revenue contribution, accelerate onboarding of new client relationships, and improve wallet‑share growth across deposits, lending and treasury services. Strengthen Credit Quality & Risk Culture Reinforce proactive portfolio management practices, early‑warning monitoring and strong underwriting alignment with Credit Administration, resulting in improved asset quality, reduced turnaround times, and stronger credit decision transparency for bankers and clients. Build a High‑Performance Talent Bench Develop and launch a competency‑based talent model including training pathways, leadership development, and performance scorecards to improve banker capability, increase engagement and retention, and strengthen succession readiness across all markets. Build and Launch a Scalable Banker Onboarding and Development Program Design and operationalize a structured 90‑day onboarding and training program for Relationship Managers to accelerate integration, confidence, and production readiness. Reduce new banker ramp‑up time to full productivity by a targeted percentage (e.g., from 6 months to 3 months). Improve Operational Efficiency & Client Experience Partner with Operations and Treasury to streamline front‑to‑back processes, remove barriers that impede sales execution, and implement clear service‑level expectations resulting in faster deal cycles, reduced friction points and measurable improvements in client satisfaction metrics. Advance Cross‑Functional Collaboration & Alignment Establish a unified banking delivery model that enhances coordination across product, credit, and operational teams ensuring bankers are fully supported and empowered to deliver comprehensive financial solutions with consistency and speed. Embed a Consistent Culture of Accountability & Transparency Implement standardized expectations for performance, communication, and reporting across regional teams improving visibility into results, reinforcing accountability, and enabling timely intervention to support services. THE INDIVIDUAL The successful candidate is an accomplished commercial banking executive who combines strategic vision with hand‑on learning and a deep commitment to exceptional client experience. They are a builder by nature, skilled at scaling teams, strengthening portfolio growth, and enhancing operational effectiveness through disciplined sales execution and strong credit acumen. This leader brings a proven track record of developing high‑performing bankers, fostering cross‑functional collaboration, and driving profitable expansion within competitive banking markets. With strong executive presence, data‑driven decision‑making, and the ability to inspire trust across the organization, the ideal candidate thrives in environments of growth and transformation and consistently elevates both talent performance and organizational culture. ProfessionalExperience+Qualifications Aminimumoffifteen(15)yearsin banking or financial services, with a strong emphasis on business development, client relationship management, and sales leadership. A minimum of ten (10) years in sales management, coaching, or leadership role. nCino SME, leveraging the platform to streamline sales processes and enhance client management. Proven tract record of success in commercial or private banking sales leadership. Demonstrated ability to coach and develop high‑performing sales professionals. Strong analytical and reporting skills, with the ability to translate data into actionable insights. Excellentinterpersonalandcollaborationskills,includingtheabilitytobuild trust and influence across teams. Experience holding individuals accountable to performance expectations while fostering engagement and growth. Education+ Certifications Bachelor's Degree in business administration, finance, operations management, or a related field; MBA or advanced degree strongly preferred. LeadershipStyle+ Characteristics Leading by Example:Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, serving others above self, client‑focus and sound decision making to achieving goals. Inspirational:Encouragingandinspiringcolleaguesandsubordinatestostretchbeyondwhatthey thought they could accomplish. BusinessAcumen:Knowledgeofthecompetitivelandscape,currentandemergingpractices,products, and services within the industry. Professionalism:Displayalevelofprofessionalismthatinspiresconfidenceinteammembersandclients/prospects. VisionandPurpose:EmbraceandcommunicateCalPrivate'svision,itsgoalsanditsbusinessneeds;dedicatedtosuccess;inspiresandmotivates. DealingwithChange:Caneffectivelycopewithchange;adaptableandinclinedtowardchange. ConflictManagement:Makeconflictsopportunitiesforimprovement;strivesforwin/winresolutions. Client Focus:Dedicated to meeting the expectations of customers by applying first‑hand client information; establish and maintain effective client relationships while balancing the Bank's and the client's interests. EthicsandValues:Adheres to code of conduct; and rewards right behaviors. Salary Range: $228,000.00 To $314,000.00 Annually Our Career Benefits & Team Member Commitments Our mission is driven through Relationships,Solutions and Trust. This is built by our incredible Team Members.Learn about our benefits and our mission to provide a DistinctlyDifferent ™ banking experience. #J-18808-Ljbffr

Milpitas, California;San Jose, California; San Jose, 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 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 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 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.

Our Mission Reflection's mission is to build open superintelligence and make it accessible to all. We're developing open weight models for individuals, agents, enterprises, and even nation states. Our team of AI researchers and company builders come from DeepMind, OpenAI, Google Brain, Meta, Character.AI, Anthropic and beyond. Role Overview We're looking for a Strategic Finance Associate. In this role, you will be an early joiner helping us mature the foundations of our finance function. You will be both strategic and operational - comfortable both being a thought partner on strategic-level capital allocation decisions and running operational processes. What You'll Do Own and refine our financial model and forecasts for leadership and external parties (e.g. investors) Negotiate and manage new vendor contracts to support our research, GTM, and operations orgs Financial analyses to support strategic-level decisions - partnership structuring, large vendor contracts, GTM incentives design etc Uplevel our governance and administration of employee expense programs and AP across our US and UK entities Run cash positioning and treasury reporting Coordinate outsourced partners for monthly close and bookkeeping Set up and administer finance tooling to ensure our financial operations are fit for purpose as our organization and operations scale What We're Looking For 2 - 5 years of experience in management consulting, investment banking, private equity, strategic finance at a high-growth startup, or similar Deep experience with financial modelling, and accounting literacy Exceptional communication and relationship management skills across varied stakeholders Ability to navigate ambiguity, take initiative, and operate independently Willingness to get their hands dirty running, improving, and owning operational processes across finance subfunctions A genuine interest in Reflection's mission and the evolving AI ecosystem What We Offer: We believe that to build superintelligence that is truly open, you need to start at the foundation. Joining Reflection means building from the ground up as part of a small talent-dense team. You will help define our future as a company, and help define the frontier of open foundational models. We want you to do the most impactful work of your career with the confidence that you and the people you care about most are supported. Top-tier compensation: Salary and equity structured to recognize and retain the best talent globally. Health & wellness: Comprehensive medical, dental, vision, life, and disability insurance. Life & family: Fully paid parental leave for all new parents, including adoptive and surrogate journeys. Financial support for family planning. Benefits & balance: paid time off when you need it, relocation support, and more perks that optimize your time. Opportunities to connect with teammates: lunch and dinner are provided daily. We have regular off-sites and team celebrations. #J-18808-Ljbffr

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus The FSR is responsible for selling the bank's products and services to existing and new prospects. The FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank. The FSR assists management of the Center to ensure retention of existing relationships and growth of new relationships. Essential Duties & Responsibilities: Complies with and stays abreast of all policies and procedures, federal and state laws applicable to his or her job. Must be certified in the Financial Sales Representative Program and participate in the Sales Incentive Program. Opens new accounts and maintains existing accounts according to the established policies and procedures of the Bank. Consults with customers and prospects to identify products and services that will meet the customer/prospect financial objectives. Sell and cross sell bank products and services to existing and potential customers. Participate in all Center functions necessary to contribute to the achievement of the center earnings and growth objective. Encouraged to participate in various community and civic activities in the center service area to enhance customer relationships and attract new business. Telemarketing existing and potential customers for account servicing and additional sales opportunities. Assist with the management of the center sales and service efforts to ensure retention of existing relationships and growth of new relationships. Pursues the appropriate follow up for new and existing relationships within the Business Financial Center. Participates in sales meetings and training programs to obtain and refine product knowledge and selling skills. Ensures proper documentation requirements are met for all accounts maintained by the Business Financial Center. Utilizes Chexsystems and OFAC as a part of the new accounts opening procedures. Process and maintain accurate CIP information. Demonstrates a thorough working knowledge of the Bank's established policies and procedures. Commitment to teamwork and a focus on delivering The Citizens Experience. Actively participates in Products Knowledge and The Citizens Experience. Other duties as assigned. Supervisory Responsibilities There are no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience High school diploma or general education degree (GED); and a minimum of one year of new accounts experience in a financial institution similar to ours. Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Reasoning Ability Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Salary Range: $18.18 To $24.08 Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Overview Responsibilities The Specialty Banker is responsible for the controlling and accounting transactions for the main bank and other duties as assigned by management. Main Bankers provide excellent customer service to team members and vendors in all situations. Essential Duties & Responsibiltiies: Opens check-cashing cards (requires making credit inquiries). Cashes checks, cashier checks, coins, and vouchers for guests and team members. Handles large amounts of money, accounting for total funds received throughout the day and at the end of each day. Exchanges foreign currency, cash coin, exchanges coin or tokens for customers. Maintains accountability over a cashier drawer. Performs all duties in a confidential manner. Responsible for the impress bank issued. Perform guest and in-house monetary transactions. Balance and issue impress bank to Floor Attendants, F&B, and team members. Enter guest transactions into the computer system accurately. Prepare paperwork, balance sheets and documents in accordance with Company policy and procedures, and within the guidelines of the Finance Dept. Signs all documents legibly. Transfer cash, coins and checks between cages and/or departments in an accurate and efficient manner. Strictly adhere to department policies and procedures in order to maintain integrity of the Cage operation. Apply accurate transaction and balancing practices. Participate in the daily cage reconciliation process. Comply with Federal Title 31 procedures. Demonstrate a commitment to ensuring responsible gaming and responsible alcohol service by discreetly notifying appropriate managers of concerns and observations. Ensure prompt and discreet notification to supervisors and/or the Ethics Hotline of any observation of illegal acts or internal ethics violations. Other duties as assigned. Attend and participate in meetings, completing follow-up as assigned; Perform work regularly and predictably. Perform other duties as assigned. Qualifications High school diploma or equivalent required, along with a minimum of one (1) year of related experience or an equivalent combination of education and/or experience. Must have one (1) year of cage, banking and/or cashiering experience. SKILLS Strong leadership and interpersonal skills Excellent interpersonal, oral and written communication skills. Meticulous, organized and accurate Extreme confidentiality. Familiarity with a variety of computer systems and applications. Be flexible to work varying shifts and time schedules as needed. Communicate effectively with all levels of employees and guests. Manage multiple details and tasks concurrently in a changing environment. Able to work effectively in a team environment. Analyze and think about how possible solutions impact on the entire operation. PHYSICAL DEMANDS Ability to stand and sit for extended periods of time. Ability to walk distances. Ability to lift 30 to 40 lbs. While performing the duties of this job, the employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms, talk or hear; and taste or smell. Specific vision abilities required by this job include close, distance, color, and peripheral vision, depth perception and ability to adjust focus. The Casino environment is hectic, fast-paced and often crowded and noisy. May be exposed to casino related environmental factors including, but not limited to excessive noise and constant exposure to general public.

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.

Responsibilities The Specialty Banker is responsible for the controlling and accounting transactions for the main bank and other duties as assigned by management. Main Bankers provide excellent customer service to team members and vendors in all situations. Essential Duties & Responsibiltiies: * Opens check-cashing cards (requires making credit inquiries). * Cashes checks, cashier checks, coins, and vouchers for guests and team members. * Handles large amounts of money, accounting for total funds received throughout the day and at the end of each day. * Exchanges foreign currency, cash coin, exchanges coin or tokens for customers. * Maintains accountability over a cashier drawer. * Performs all duties in a confidential manner. * Responsible for the impress bank issued. Perform guest and in-house monetary transactions. * Balance and issue impress bank to Floor Attendants, F&B, and team members. * Enter guest transactions into the computer system accurately. * Prepare paperwork, balance sheets and documents in accordance with Company policy and procedures, and within the guidelines of the Finance Dept. * Signs all documents legibly. * Transfer cash, coins and checks between cages and/or departments in an accurate and efficient manner. * Strictly adhere to department policies and procedures in order to maintain integrity of the Cage operation. Apply accurate transaction and balancing practices. * Participate in the daily cage reconciliation process. * Comply with Federal Title 31 procedures. * Demonstrate a commitment to ensuring responsible gaming and responsible alcohol service by discreetly notifying appropriate managers of concerns and observations. * Ensure prompt and discreet notification to supervisors and/or the Ethics Hotline of any observation of illegal acts or internal ethics violations. * Other duties as assigned. * Attend and participate in meetings, completing follow-up as assigned; * Perform work regularly and predictably. * Perform other duties as assigned. Qualifications * High school diploma or equivalent required, along with a minimum of one (1) year of related experience or an equivalent combination of education and/or experience. * Must have one (1) year of cage, banking and/or cashiering experience. SKILLS * Strong leadership and interpersonal skills * Excellent interpersonal, oral and written communication skills. * Meticulous, organized and accurate * Extreme confidentiality. * Familiarity with a variety of computer systems and applications. * Be flexible to work varying shifts and time schedules as needed. * Communicate effectively with all levels of employees and guests. * Manage multiple details and tasks concurrently in a changing environment. * Able to work effectively in a team environment. * Analyze and think about how possible solutions impact on the entire operation. PHYSICAL DEMANDS * Ability to stand and sit for extended periods of time. * Ability to walk distances. * Ability to lift 30 to 40 lbs. * While performing the duties of this job, the employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms, talk or hear; and taste or smell. Specific vision abilities required by this job include close, distance, color, and peripheral vision, depth perception and ability to adjust focus. * The Casino environment is hectic, fast-paced and often crowded and noisy. May be exposed to casino related environmental factors including, but not limited to excessive noise and constant exposure to general public.

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

A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one. #J-18808-Ljbffr

A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #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

Irvine, California;Irvine, California; Irvine, California; Irvine, California; Tustin, California; Lake Forest, California; Irvine, California; Rancho Santa Margarita, California; Laguna Niguel, California; Irvine, California; Tustin, California; Newport Beach, California; Irvine, California; Foothill Ranch, 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. 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 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.