Relationship Banker - Mountain View Branch - Mountain View, CA
Personal Banker Job 11 miles from Milpitas
JOB DESCRIPTION
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
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.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Senior Universal Banker III San Francisco
Personal Banker Job 38 miles from Milpitas
Senior Universal Banker III Location: San Francisco, CA Employment Type: Full-Time Industry: Retail Banking Join Our Team as a Senior Universal Banker III! We are currently seeking a seasoned and client-centric Senior Universal Banker III to join our vibrant Los Altos branch. This position is ideal for an experienced banking professional who excels in financial operations, customer relationship management, and sales growth initiatives. The successful candidate will demonstrate a proven track record in opening and managing consumer and business accounts, delivering exceptional customer experiences, and proactively contributing to branch performance.
If you thrive in dynamic, customer-facing environments and are eager to significantly impact retail banking, we invite you to join our dedicated team!
Key Responsibilities:
Customer Service & Sales:
Provide personalized and comprehensive banking services, guiding clients to suitable financial products.
Actively cross-sell financial solutions, including checking and savings accounts, CDs, IRAs, and Trust & Estate accounts.
Build and nurture lasting client relationships to enhance customer satisfaction, loyalty, and retention.
Support commercial clients with Treasury Services, including Remote Deposit Capture (RDC), armored transport, and courier solutions.
Perform strategic outreach and business development activities to drive branch profitability and attract new clients.
Operations & Compliance:
Open, maintain, and manage both consumer and business accounts, adhering strictly to state and federal banking regulations.
Ensure compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and information security policies.
Review and approve large transactions and daily financial reports, maintaining operational accuracy and mitigating fraud risks.
Oversee branch security protocols, including cash management, key controls, and emergency response procedures.
Regularly monitor branch documentation and compliance reports, proactively addressing and resolving discrepancies.
Leadership & Training:
Assist in training, mentoring, and developing junior team members to strengthen their operational knowledge and enhance customer service capabilities.
Collaborate with the Branch Manager in creating and achieving branch goals and executing promotional strategies.
Lead by example, fostering a culture of professionalism, efficiency, and exceptional client service.
Provide expert guidance for complex transactions and support the team with resolving customer escalations.
Qualifications & Experience:
Minimum of 3 years' experience in retail banking, including account openings and teller operations.
Advanced knowledge and proven capability in managing consumer and business account openings.
Comprehensive understanding of banking regulations (BSA, AML, Information Security).
Demonstrated success in identifying client financial needs and recommending appropriate solutions.
Proficiency in MS Office Suite (Word, Excel, Outlook) and banking-related software.
Notary Public certification is preferred.
Why Join Us?
Career Advancement: Thrive within a forward-thinking banking environment offering clear pathways for growth and leadership development.
Competitive Rewards: Receive industry-leading compensation and comprehensive benefits within a supportive, team-focused culture.
Community Engagement: Actively participate in local business events and volunteer programs, with at least 10 hours annually dedicated to CRA service (compensable including mileage reimbursement).
Collaborative Culture: Become part of a dynamic team dedicated to innovation, cooperation, and excellence in customer service.
Apply Today!
If you're a skilled banking professional looking to elevate your career in retail banking operations, client relationship management, and sales, we encourage you to apply.
Submit your application today and advance your banking career!
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit
*******************
to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Senior Universal Banker III San Francisco
Personal Banker Job 38 miles from Milpitas
Senior Universal Banker III Location: San Francisco, CA Employment Type: Full-Time Industry: Retail Banking Join Our Team as a Senior Universal Banker III! We are currently seeking a seasoned and client-centric Senior Universal Banker III to join our vibrant Los Altos branch. This position is ideal for an experienced banking professional who excels in financial operations, customer relationship management, and sales growth initiatives. The successful candidate will demonstrate a proven track record in opening and managing consumer and business accounts, delivering exceptional customer experiences, and proactively contributing to branch performance.
If you thrive in dynamic, customer-facing environments and are eager to significantly impact retail banking, we invite you to join our dedicated team!
Key Responsibilities:
Customer Service & Sales:
Provide personalized and comprehensive banking services, guiding clients to suitable financial products.
Actively cross-sell financial solutions, including checking and savings accounts, CDs, IRAs, and Trust & Estate accounts.
Build and nurture lasting client relationships to enhance customer satisfaction, loyalty, and retention.
Support commercial clients with Treasury Services, including Remote Deposit Capture (RDC), armored transport, and courier solutions.
Perform strategic outreach and business development activities to drive branch profitability and attract new clients.
Operations & Compliance:
Open, maintain, and manage both consumer and business accounts, adhering strictly to state and federal banking regulations.
Ensure compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and information security policies.
Review and approve large transactions and daily financial reports, maintaining operational accuracy and mitigating fraud risks.
Oversee branch security protocols, including cash management, key controls, and emergency response procedures.
Regularly monitor branch documentation and compliance reports, proactively addressing and resolving discrepancies.
Leadership & Training:
Assist in training, mentoring, and developing junior team members to strengthen their operational knowledge and enhance customer service capabilities.
Collaborate with the Branch Manager in creating and achieving branch goals and executing promotional strategies.
Lead by example, fostering a culture of professionalism, efficiency, and exceptional client service.
Provide expert guidance for complex transactions and support the team with resolving customer escalations.
Qualifications & Experience:
Minimum of 3 years' experience in retail banking, including account openings and teller operations.
Advanced knowledge and proven capability in managing consumer and business account openings.
Comprehensive understanding of banking regulations (BSA, AML, Information Security).
Demonstrated success in identifying client financial needs and recommending appropriate solutions.
Proficiency in MS Office Suite (Word, Excel, Outlook) and banking-related software.
Notary Public certification is preferred.
Why Join Us?
Career Advancement: Thrive within a forward-thinking banking environment offering clear pathways for growth and leadership development.
Competitive Rewards: Receive industry-leading compensation and comprehensive benefits within a supportive, team-focused culture.
Community Engagement: Actively participate in local business events and volunteer programs, with at least 10 hours annually dedicated to CRA service (compensable including mileage reimbursement).
Collaborative Culture: Become part of a dynamic team dedicated to innovation, cooperation, and excellence in customer service.
Apply Today!
If you're a skilled banking professional looking to elevate your career in retail banking operations, client relationship management, and sales, we encourage you to apply.
Submit your application today and advance your banking career!
Desired Skills and Experience
* Minimum of 3 years' experience in retail banking, including account openings and teller operations.
* Advanced knowledge and proven capability in managing consumer and business account openings.
* Comprehensive understanding of banking regulations (BSA, AML, Information Security).
* Demonstrated success in identifying client financial needs and recommending appropriate solutions.
* Proficiency in MS Office Suite (Word, Excel, Outlook) and banking-related software.
* Notary Public certification is preferred.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Proprietary Equity Traders Wanted
Personal Banker Job 38 miles from Milpitas
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Trader
Personal Banker Job 38 miles from Milpitas
The Trader is an individual who possesses knowledge in trading strategies. This level of trader has an understanding of wrap accounts, wrap trading desks and trading. The trader will support, maintain and execute all daily operations of the trading desk. This individual has the same skills of their counterparts; however, the trader needs to groom their proficiency with time, repetition, and experience. This is a hybrid position located in San Francisco, CA or Boston, MA offices.
What you will do:
* Daily implementation of investment action decisions from all product lines. This includes across-the-board trading for separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) programs. The implementation process may involve execution of trades or coordination of trading activity with sub-advisors.
* General trading of equity, fixed income and mutual fund asset class securities, including foreign ordinaries and ADRs. Trade execution may be done through sponsor firm trade desks, external broker/dealers or alternative liquidity sources.
* Trading for mutual funds handled or sub-advised by Natixis.
* Account specific trading for accounts in separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) structures, including best execution, directed brokerage and DVP accounts. This includes trading new accounts, processing style changes, rebalancing contributions and withdrawals and liquidating terminated accounts.
* Maintain, audit, and reconcile models on a regular basis.
* Run, generate and maintain all trade related reporting functions.
* Communication with sponsor trading desks and internal/external trade support.
* Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors.
* Provide portfolio managers with up to date relevant market, product characteristic and related general process oriented information.
* Perform quality control checks on managed accounts, general audit, sampling, and Evidence of Review verifications.
* Maintain trading records including those detailing trade activity trading rotations, process exceptions, resolution of errors, etc.
* Participate in the facilitation, correction and detailing operational errors.
* Collaboratively support departmental and enterprise-wide project/work efforts.
* Contribute to general risk management, process improvement, knowledge development and cross-training efforts.
* Support procedural refinement and related documentation, and general policy development.
* Help reinforce team with focus around policy and procedural adherence.
What you will bring:
* Bachelors degree required, graduate degree and/or CFA or other professional designation.
* Broad expertise in equities and securities trading and related operational practices (2-7 years of demonstrated progressive experience at minimum).
* Experience using trade order and portfolio management & administration systems including Vestmark, InvestCloud APL, Charles River, etc.
* Experience with standard market data platforms (Bloomberg, FactSet, etc.).
* Attention to detail, strong communications, presentation and organizational skills.
* Understanding of applicable regulatory issues and general regulatory landscape.
* Ability to evaluate multi-faceted challenges and perform complex situational analysis to effectively discuss and/or propose optimal solutions.
* High level of accuracy is required at all times. Risk awareness and strict attention to procedural adherence a must.
* Collaborative, professional and positive.
* Ability to meet objectives, handle stress and time sensitive situations.
* Ability to effectively multi-task.
* Familiarity with sponsor trading desks and trade rotation.
* Familiarity with portfolio modeling strategies.
* Previous experience with wrap / separately managed account (SMA/MDP/UMA) trading and related portfolio management and administration activities.
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
For additional insight on working at Natixis, visit: ************************************************
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
* Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact
details with Natixis Investment Managers directly.
In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $120,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, annual pay if hired will be determined on an individualized basis.
Investment Banker - Healthcare (MedTech) - Vice President
Personal Banker Job 38 miles from Milpitas
As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Prior VP level experience in Healthcare Investment Banking
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Junior Trader / Trade Support
Personal Banker Job 33 miles from Milpitas
Elevate Your Career Work where your ideas have impact
COMPANY
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit⯠About Us - Allspring Global Investments.
At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.
POSITION
This entry level role will have a focus on trade support, including trade entry, report generation, compliance and risk management, within the Core Fixed Income universe. The trading assistant will work directly with senior traders and portfolio managers in the investment grade credit, securitized products, and interest rate markets in order to enhance the trading desk's efficiency, manage operational risk and ensure investment compliance. The role will require developing an understanding of how the trading desk and portfolio/risk management operate as well as how macroeconomic themes impact interest rates. The role with be within the Core Fixed Income team, which manages approximately $34BB in assets in an actively traded relative value strategy.
We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.
Location(s): Walnut Creek, CA
RESPONSIBILITIES
Support the trading desk on a daily basis - generate daily reports, assist in managing and hedging cash flows, enter trades into risk and portfolio management systems, ensure appropriate trade allocation, ensure adherence to all investment guidelines
Develop relationships with operations, settlements and our counterparties to ensure the smooth resolution of issues
Develop an understanding of fixed income trading fundamentals and tools, particularly as they relate to the Core Fixed Income Team's philosophy and process
Develop a strong understanding of the macroeconomic fundamentals and their impact on fixed income markets
Communicate market data to the trading team on a real time basis
CANDIDATE
The Ideal candidate for this role will be a driven, detail-oriented person who can work well within a team structure. They should have a strong interest in the markets and want to continue to learn more about them.
REQUIRED QUALIFICATIONS
Highly detail oriented
Microsoft Excel experience designing and running macros
Ability to work effectively, as well as independently, in a fast-paced team environment
Excellent verbal, written, and interpersonal communication skills
Strong organizational, multi tasking, and prioritizing skills
Strong quantitative and qualitative analysis skills
Applicants are required to hold a bachelor's degree by the time the training program begins
PREFERRED QUALIFICATIONS
Experience working with research tools such as Bloomberg
Fixed income markets experience and/or a demonstrated interest in markets
Proven analytical, problem solving, and quantitative abilities that can be demonstrated through coursework in finance, accounting, statistics, and math, as well as in work-related and project management experience
Base Pay Range: â¯$90,000 - $110,000
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.⯠In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)â¯
#LI-KC1
#LI-Hybrid
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Consider Me for Future Positions
Personal Banker Job 29 miles from Milpitas
Who We Are We're a food company using sustainable ingredients and thoughtful food science to replicate our favorite foods in ways that make them more affordable, less harmful, and really, truly just as delicious. We believe that in our best future, the best foods - the ones we love the most - will not just be earth-friendly, but also easy to afford and hard to resist.
We've taken some of your favorite foods - think peanut butter, coffee & chocolate - and recreated them using upcycled ingredients and innovative food science. From food allergies to climate change and unjust labor practices, the foods you love are in serious need of an upgrade. Our Nut-Free Spreads, Bean-Free Coffee & Cocoa-Free Chocolate are top 9 allergen-free, vegan, gluten-free, non-GMO, affordable and most importantly, utterly delicious.
Earlier this year, we were proud to announce our global B2B partnership with Cargill and our $52 million Series A+ raise, in a round co-led by Level One Fund and Horizons Ventures, bringing our total funding raised to over $94 million. This funding is earmarked for hiring additional headcount, meeting greater than anticipated consumer and commercial demand, funding expanded manufacturing facilities, and building out our foodservice channel. It is a great time to join us on our voyage!
How We Work
We're a rapidly growing team who value diversity in all its forms. We love adding new perspectives and appreciate those who ask questions that help us challenge assumptions, explore new directions, bias towards action, and improve what we've already built. We are a group of like-minded difference makers. Curiosity drives our development. We have tenacity and a risk-taking mentality at every level of our organization to keep challenging normalcy. We believe it's our responsibility to create an environment in which every person can bring their full, authentic selves to work. We push each other to be our best and make every stakeholder proud. Read more about us by visiting our careers page, learn more about our recent news, and follow along on LinkedIn and Instagram.
Voyage Foods is growing quickly! Interested in working with us but don't see a position that matches your background and interests? Even if we don't have a position open now that suits your skillset or background, there is a good chance we'll have one in the future. Submit your application and resume below; if a role opens up that's a fit, we'll be in touch!
What qualities do we look for in our future team-members
* Curiosity - the pursuit of knowledge or learning drives you as an individual
* Passion for what we're building at Voyage Foods
* Compassion and Humility
* A "roll up your sleeves" mentality and comfort with ambiguity
* An entrepreneurial mindset - we're an early stage startup so we're not just looking for someone to deploy a playbook. We want you to help build it
Please tell us in your application
* Why you want to work for Voyage Foods
* The skills you have to offer!
Another great way to keep Voyage Foods on your radar is by following us on LinkedIn and checking back periodically for new job openings to the position that you are most interested in.
By completing this application you will be entered into our applicant pool for review against both current and future needs, and we'll contact you if anything comes up. However, this is not a substitute for a direct job application; please DO submit your application to any specific job you are interested in. If you have questions about this, please reach out to ***********************
Voyage Foods is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Voyage Foods is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Alex Chancellor, SHRM-SCP at ******************** or **************.
Voyage Foods will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a background check.
Interested in a Future Role?
Personal Banker Job 37 miles from Milpitas
Founded by a UC Berkeley Ph.D. graduate and a SynBio veteran, Pow.bio is revolutionizing the $500B biomanufacturing market by building a self-driving fermenter platform that enables cost-effective scale-up solutions across a wide array of strains, organisms, and products.
We are excited about your interest in being part of our mission to revolutionize the field of synthetic biology. In today's world, we recognize the crucial role dreamers play in shaping a brighter future. For us, this means using the power of biology to address the challenges of a growing world. As the planet continues to warm, it's our mission to help bring sustainable products to market. We feel very strongly that in fulfilling Pow's mission to Change Scale-Up Forever, we'll create something special.
We are seeking scientists, explorers, thinkers, dreamers, collaborators, advisors, teachers and builders to join our growing organization.
Even though we may not have the perfect role listed at this moment, we're always excited to connect with potential future teammates. Share your resume and tell us about what piques your interest. We'd love to hear about your background and how you envision making a meaningful impact with us. Above all, share with us what inspires you to be a part of the Pow.bio family! We're eagerly looking forward to hearing from you!
Compensation and Benefits
Pow.bio offers competitive salaries and benefits including unlimited PTO, company-wide holidays, health, dental and vision insurance, 401(k), and commuter benefits.
This position is for our Berkeley, CA location. There is no relocation assistance offered at this time.
Pow.bio is an equal opportunity employer promoting diversity and inclusion in the workspace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical conditions, veteran status, sexual orientation, gender (including gender identity and gender expression), sex (which includes pregnancy, childbirth, and breastfeeding), genetic information, taking or requesting statutorily protected leave, or any other characteristic protected by law.
Legal authorization to work in the United States is required. We are not able to sponsor individuals for employment visas for this job. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Junior Trader
Personal Banker Job 30 miles from Milpitas
At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and run trades. Your role will include training on the Tanius platform of tools for trading and risk management, deep tick by tick research guis, historical tick databases available for python research, and clusters for large scale simulation and optimization.
This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
No trading experience is necessary, but a track record of persistence and accomplishing hard things is what are are looking for. We will provide training and mentorship to get you ready for your role.
Trading is a high pressure environment, in which we take risk management and compliance with regulations at the core of what we do.
This is an on premise position in Alamo, CA. Remote options for this role will not be considered.
Qualifications
Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field.
Experience or interest in programming (Excel, Python etc)
Strong interest in financial markets and trading.
Strong communication and interpersonal skills.
High level of attention to detail and accuracy.
Ability to work well in a team and under pressure.
Self-motivated with a strong desire to learn and succeed.
Benefits
Competitive salary with performance-based bonuses.
Comprehensive health insurance.
Paid time off and holidays.
Collaborative and innovative work environment.
Universal Banker - Main
Personal Banker Job 7 miles from Milpitas
Title: Universal Banker Hiring salary range: $23.56 - $33.56 per hour Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2021 and for the past eleven consecutive years, Fremont Bank has an immediate opening for a Universal Banker in Fremont, CA.
Position Overview
The Universal Banker delivers world class service in accordance with Fremont Bank standards at every client interaction. The Universal Banker will sell or refer retail consumer and business products and services to prospective and existing clients, and develops and maintains internal partner relationships to maximize cross-sell. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. Based on branch needs, this position will spend a portion of time handling cash transactions.
Role and Responsibilities
* Explain bank policies and procedures
* Explain, promote, sell and/or refer Fremont Bank products and services to current and prospective clients
* Meet assigned monthly/quarterly sales and referral goals
* Conduct telemarketing and follow-up sales duties when assigned by management
* Understand and be able to accurately communicate deposit products
* Follow bank policies and procedures as directed by management
* Reconcile cash and all other transactions each day
* Responsible for compliance with applicable Federal Regulations
* Accountable for performing all operational duties with accuracy, attention to detail and proper cash handing habits
* Stay informed of job related issues, bank promotions, changes in products, services, policies or procedures; actively participate in industry related seminars and training classes
* Accountable for staying current on business-related activities in other areas of the Bank
Minimum Qualifications
* Minimum of 2 years of sales and customer service experience in a customer facing environment, with a track record of success in offering banking products
* Minimum 1 year of cash handling experience
* Willingness to perform telemarketing duties as assigned
* Must be knowledgeable in all areas of branch operations and security
* A full understanding of regulatory compliance issues is required
* Must possess excellent verbal and written communication skills
* A professional appearance is a must
* High school diploma or GED required; College degree preferred
Job Location: Fremont, CA
Universal Banker
Personal Banker Job 30 miles from Milpitas
UNIVERSAL BANKER - Full Time (Millbrae, CA) The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed.
Why Provident?
Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area "Top Workplace" since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.
Our values are:
* Listen
* Get Better
* Do What's Right
Education / Work Experience / Skills / Abilities:
* Bachelor's degree preferred
* 1+ years in financial services experience in banking or credit union
* 1+ years of sales and service experience with proven results
* Experience making effective outbound telephone calls
* Experience with Real Estate and Consumer Loans
* Experience with business banking products and relationships
* Experience with cash handling/teller transactions/loan funding
* Experience in working in a team environment and developing relationships
* Excellent listening and speaking skills
* Excellent written communication skills
* Computer literacy skills and proficient in Windows and Microsoft Office
* Understand and adhere to BSA and OFAC policy and procedures including:
* CTR requirements
* CIP requirements
* CDD requirements
* OFAC verification requirements
* Reporting suspicious activity
* Maintaining records on negotiable instrument
* Licenses/Certifications:
* NMLS - National Mortgage Licensing System and Registry to obtain within 30 days of hired
* Medallion Stamp Certification to obtain within 120 days of hired
Travel Details / Schedule:
Travel:
* Required to travel to other Provident locations outside of home branch
* Required to attend offsite training, meetings, or events
Work Schedule:
* Full-time; 40 hours a week Monday - Friday 8:30am - 5:30pm & rotational Saturdays 8:45am - 2:30pm
* Occasionally work early or late hours, and extended weekend hours
Company Benefits you will enjoy:
* Quality medical, dental and vision care coverage
* 401(k) retirement plan with up to 150% matching employer contributions
* Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses
* Annual discretionary bonus
* Employee referral bonus
* Generous paid time off and paid holidays
* Flexible spending accounts
* Short and long-term disability coverage
* Life and AD&D insurance
* Provident membership
* Rate discount on home, auto loans and personal loans
* Opportunity to use company owned condo in Maui and Lake Tahoe
Compensation:
Pay Grade is P1. This position is eligible for our twice a year discretionary bonus.
Targeted Base Pay: $27.50/hr
Join us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally.
Provident is an Equal Opportunity Employer
We are a winner of the Bay Area News Group Top Work Place in 2018 - 2024. Check us out on Glassdoor!
Qualifications
Financial Services Specialist II
Personal Banker Job 29 miles from Milpitas
Introduction This is a reinstatement, transfer or voluntary demotion opportunity for current and former regularly appointed employees of Alameda County. Reinstatement: Pursuant to Civil Service Rule 1744: On the request of a department head and approval of the Commission, a regularly appointed employee who resigned in good standing may, within three years after the effective date of his/her resignation, be reinstated in a position in the class from which he/she resigned or in a position in another class for which he/she may be eligible as determined by the Commission. Appointments by reinstatement following resignation are subject to the probationary period established for the class. You must have been a classified County employee in the same job code or in a job code at the same salary maximum and left the County in good standing. In addition, you must meet the minimum and special qualifications of the specific position. Transfer: You must be a current County classified employee in the same job code or in a job code with the same salary maximum for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position. Voluntary Demotion: You must be a current County classified employee in a job code which is at a higher salary maximum than the vacancy for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position.
DESCRIPTION
THE AGENCY Alameda County's Health Services Program is administered by the Alameda County Health and includes the following program areas: Behavioral Health Care, Public Health, Environmental Health, and Agency Administration/Indigent Health. The ultimate mission of the Health Care Services Agency is to provide fully integrated health care services through a comprehensive network of public and private partnerships that ensure optimal health and well-being and respect the diversity of all residents. Alameda County Health currently has multiple career opportunities for experienced professionals to become part of a service delivery team dedicated to the optimal health and well being of Alameda County residents. THE POSITION Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. DISTINGUISHING FEATURES Financial Services Specialist I/II is a flexibly-staffed class series with the work normally performed at the II level, but with initial selection possible at the I or entry level. Incumbents hired at the I level will be expected to gain experience and demonstrate proficiency which qualifies them to promote to the II level after the equivalent of two years full time service. If proficient, incumbents will be eligible to be flexibly promoted to the II level after the equivalent of one year. Appointment at the I level will not be extended beyond two years. Positions in this class series are normally found in County departments with multiple budgets and funding sources and/or with extensive contracting with service providers or community-based organizations. In addition to the provision of financial services, responsibilities also include performing general administrative services work, planning and conducting analytical studies and overseeing support functions and staff. Although the work is diverse, all positions are typically characterized by all of the following elements: 1. Independent decision-making. 2. Capacity to present clear oral and written reports to senior managers. 3. Knowledge of governmental financial processes and systems. 4. Ability to conduct financial analysis and formulate financial recommendations; and 5. Limited availability or nature of supervision. This series is distinguished from the Administrative Specialist class series, which has primary responsibility for the provision of more general administrative services in such areas as personnel, purchasing, contracting, budgeting and departmental communications. It is further distinguished from Senior Financial Services Specialist, which is a skilled, technical specialist class with a primary role in financial strategic planning and policy development.
MINIMUM QUALIFICATIONS
Either I The equivalent of one year full-time experience in the class of Financial Services Specialist I in the Alameda County classified service. Or II Education: Equivalent to graduation from an accredited four-year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, accounting, economics, financial planning or a field related to the work. (Additional professional financial planning and support experience equivalent to the County's classification of Financial Services Specialist I may be substituted for the education on a year-for-year basis.) And Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I. Licenses: Specified positions may require possession of a valid California driver's license. NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.
KNOWLEDGE AND SKILLS
NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the 'Examples of Duties' section of this specification. Knowledge of: • Principles and practices of governmental budget development and administration. • Principles and practices of contract and grant administration. • Financial record-keeping and auditing practices. • Practices and techniques of administrative analysis and report preparation. • Applicable federal, state and local policies and regulations. • Computer applications related to the work, such as word processing, data bases and spreadsheets. Proficient in Microsoft Word, Excel, Access and Outlook. • Office administrative practices and procedures, including records management and the operation of standard office equipment. Ability to: • Develop and administer multiple budgets. • Monitor fiscal transactions and audit fiscal records and documentation. • Plan and conduct administrative and operational studies. • Interpret, explain and apply financial regulations, policies and procedures. • Direct the work of others on a project or day-to-day basis. • Prepare clear and accurate reports, correspondence, procedures and other written materials. • Represent the department and the County in meetings with others. • Organize and prioritize work and meet critical deadlines. • Maintain accurate financial records and audit data. • Exercise sound independent judgment within established policies and guidelines. • Establish and maintain effective working relationships with those contacted in the course of work. • Clearly and effectively communicate, both verbally and in writing; write contract documents, electronic mail, and Board letters to the Board of Supervisors at a professional skill level. • Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person.
BENEFITS
Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being. These benefits include but are not limited to*: For your Health & Well-Being Medical - HMO & PPO Plans Dental - HMO & PPO Plans Vision or Vision Reimbursement Share the Savings Basic Life Insurance Supplemental Life Insurance (with optional dependent coverage for eligible employees) Accidental Death and Dismemberment Insurance County Allowance Credit Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance Short-Term Disability Insurance Long-Term Disability Insurance Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services Employee Assistance Program For your Financial Future Retirement Plan - (Defined Benefit Pension Plan) Deferred Compensation Plan (457 Plan or Roth Plan) For your Work/Life Balance 12 paid holidays Floating Holidays Vacation and sick leave accrual Vacation purchase program Management Paid Leave Catastrophic Sick Leave Pet Insurance Commuter Benefits Program Guaranteed Ride Home Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts) Employee Discount Program (e.g. theme parks, cell phone, etc.) Child Care Resources 1st United Services Credit Union *Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change. Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.
Conclusion
TO APPLY: Please submit a PDF of your updated Alameda County application to Cindy Tern at ********************. Please be in contact if you have any questions. You are encouraged to apply immediately as this posting is open until filled and may close at anytime. Alameda County is an Equal Opportunity Employer
Investment Banking Vice President, Technology - San Francisco
Personal Banker Job 38 miles from Milpitas
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.
Relationship Banker - Oakland East Shore Market - Oakland, CA
Personal Banker Job 29 miles from Milpitas
JOB DESCRIPTION
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
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.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Investment Banker - Pharma/BioTech - Vice President
Personal Banker Job 38 miles from Milpitas
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 developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients.
Job Responsibilities
Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises
Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants
Providing timely market information
Participating in business and company events to identify new business opportunities and pitch for new clients
Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require
Required qualifications, capabilities, and skills
6 years prior work experience in an investment banking front office role
Bachelor's degree in Finance, Accounting, Business Administration, or other related field
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Interested in a Future Role?
Personal Banker Job 37 miles from Milpitas
bio
Founded by a UC Berkeley Ph.D. graduate and a SynBio veteran, Pow.bio is revolutionizing the $500B biomanufacturing market by building a self-driving fermenter platform that enables cost-effective scale-up solutions across a wide array of strains, organisms, and products.
We are excited about your interest in being part of our mission to revolutionize the field of synthetic biology. In today's world, we recognize the crucial role dreamers play in shaping a brighter future. For us, this means using the power of biology to address the challenges of a growing world. As the planet continues to warm, it's our mission to help bring sustainable products to market. We feel very strongly that in fulfilling Pow's mission to Change Scale-Up Forever, we'll create something special.
We are seeking scientists, explorers, thinkers, dreamers, collaborators, advisors, teachers and builders to join our growing organization.
Even though we may not have the perfect role listed at this moment, we're always excited to connect with potential future teammates. Share your resume and tell us about what piques your interest. We'd love to hear about your background and how you envision making a meaningful impact with us. Above all, share with us what inspires you to be a part of the Pow.bio family! We're eagerly looking forward to hearing from you!
Compensation and Benefits
Pow.bio offers competitive salaries and benefits including unlimited PTO, company-wide holidays, health, dental and vision insurance, 401(k), and commuter benefits.
This position is for our Berkeley, CA location. There is no relocation assistance offered at this time.
Pow.bio is an equal opportunity employer promoting diversity and inclusion in the workspace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical conditions, veteran status, sexual orientation, gender (including gender identity and gender expression), sex (which includes pregnancy, childbirth, and breastfeeding), genetic information, taking or requesting statutorily protected leave, or any other characteristic protected by law.
Legal authorization to work in the United States is required. We are not able to sponsor individuals for employment visas for this job. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Junior Trader
Personal Banker Job 38 miles from Milpitas
The Junior Trader has general knowledge of equity trading strategies. This individual has a basic understanding of the managed accounts business, including wrap programs, wrap trading and general sponsor information. The primary responsibilities include trading new accounts, contributions and withdrawals, liquidations, restriction monitoring and tax selling. This person is also responsible for account-level maintenance such as modeling, trade allocation and general portfolio administration. General portfolio administration includes creating exception reports, monitoring account drift, holding deviation and tracking restriction alerts. In addition, this person works closely with the Reconciliation, Settlements and Client Service teams to resolve account-related issues. This is a hybrid positions and could be located in our San Francisco, CA or Boston, MA offices.
What you will do:
* Process client withdrawals and deposits for all strategies.
* Trade new accounts, style changes and other various account-level activity against appropriate models.
* Process terminations.
* Process tax harvesting requests.
* Model change trading as needed.
* Communicate with sponsor trading desks and provide internal trade support.
* Communicate trading restrictions as needed.
* Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors.
* Maintain trading records including those documenting general trade activity trading rotations, model changes, process exceptions, trade discrepancy resolution, etc.
* Work with trading/order desks to facilitate transactional and related status activity.
* Identify ways to streamline and improve trading and audit processes.
* Maintain, audit, and reconcile models on a regular basis.
* Run, generate, and maintain all trade related reporting functions.
* Proactively work to collaboratively support departmental and enterprise-wide project/work efforts.
* Contribute to general risk management, improvement in execution, knowledge development and cross-training efforts.
* Proactively contribute to the support of procedural refinement and related documentation, and general policy development.
* Support and help reinforce team-based culture with focus around policy and procedural adherence.
What you will bring:
* BA/BS degree required
* General market knowledge and related operational practices (1-3 years of demonstrated progressive experience at minimum).
* Attention to detail/high level of accuracy is critical in this position and is a MUST
* Risk awareness and strict attention to procedural adherence a MUST.
* Phenomenal teammate
* Ability to handle deadlines, stress and time critical situations
* Technically proficient
* Self-starter with an eagerness to learn
* Ability to effectively multi-task
* Understanding of applicable regulatory issues and general regulatory landscape
* Familiarity with sponsor trading desks & trade execution services preferred
* Familiarity with portfolio modeling strategies preferred
* Vestmark and/or APL experience highly desirable
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*
Additional insight on working at Natixis, please visit: ************************************************
#NatixisIMCulture
In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $95,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
* Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits
Universal Banker
Personal Banker Job 30 miles from Milpitas
div name="main"div class="cl HeadSecondary"h2Job Details/h2/divdiv aria-label="Job Details" class="row" name="local_row"div class="col-md-6 local-tax-col local-ee" id="job DetailsLeftColumn" name="local_left"div class="row form RowStandard" id="Job Location-row" div class="form Line"div aria-label="Job Location" name="Job Location"span aria-label="Job Location" class="" name="level"Millbrae, CA/span/div/div/divdiv class="row form RowStandard" id="Position Type-row" div class="form Line"div aria-label="Position Type" name="Position Type"span aria-label="Position Type" class="" name="level"Full Time/span/div/div/div/divdiv class="col-md-6 local-tax-col local-client" name="local_right"div class="row form RowStandard" id="Salary Range-row" div class="form Line"div aria-label="Salary Range" name="Salary Range"span aria-label="Salary Range" class="" name="level"$27.50 - $27.50 Hourly/span/div/div/div/div/divdiv class="cl HeadSecondary"h2Description/h2/divdiv aria-label="Description" class="row" name="description" style="word-wrap: break-word;"div class="row form RowStandard" id="job Desc-row" div class="form Line"span class="fb Text ignore-global-css" name="job Desc"h2strongUNIVERSAL BANKER - Full Time (Millbrae, CA)/strong/h2
p /p
pstrong Job Summary:/strong/p
pThe Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed./p
pstrong Why Provident?/strong/p
pProvident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation. /p
pOur values are:/p
ul
li Listen/li
li Get Better/li
li Do What's Right/li
/ul
pstrong Education / Work Experience / Skills / Abilities:/strong/p
ul
li Bachelor's degree preferred/li
li1+ years in financial services experience in banking or credit union/li
li1+ years of sales and service experience with proven results/li
li Experience making effective outbound telephone calls/li
li Experience with Real Estate and Consumer Loans/li
li Experience with business banking products and relationships/li
li Experience with cash handling/teller transactions/loan funding/li
li Experience in working in a team environment and developing relationships/li
li Excellent listening and speaking skills/li
li Excellent written communication skills/li
li Computer literacy skills and proficient in Windows and Microsoft Office/li
li Understand and adhere to BSA and OFAC policy and procedures including:/li
/ul
p• CTR requirements/p
p• CIP requirements/p
p• CDD requirements/p
p• OFAC verification requirements/p
p• Reporting suspicious activity/p
p• Maintaining records on negotiable instrument/p
ul
li Licenses/Certifications:/li
/ul
p- NMLS - National Mortgage Licensing System and Registry to obtain within 30 days of hired/p
p- Medallion Stamp Certification to obtain within 120 days of hired/p
pstrong Travel Details / Schedule:/strong/p
pTravel: /p
ul
li Required to travel to other Provident locations outside of home branch/li
li Required to attend offsite training, meetings, or events/li
/ul
pWork Schedule:/p
ul
li Full-time; 40 hours a week Monday - Friday 8:30am - 5:30pm amp; rotational Saturdays 8:45am - 2:30pm/li
li Occasionally work early or late hours, and extended weekend hours/li
/ul
pstrong Company Benefits you will enjoy:/strong/p
ul
li Quality medical, dental and vision care coverage/li
li 401(k) retirement plan with up to 150% matching employer contributions/li
li Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses/li
li Annual discretionary bonus/li
li Employee referral bonus/li
li Generous paid time off and paid holidays/li
li Flexible spending accounts/li
li Short and long-term disability coverage/li
li Life and ADamp;D insurance/li
li Provident membership/li
li Rate discount on home, auto loans and personal loans/li
li Opportunity to use company owned condo in Maui and Lake Tahoe/li
/ul
pstrong Compensation:/strong/p
pstrong Pay Grade is P1. This position is eligible for our twice a year discretionary bonus./strong/p
pstrong Targeted Base Pay: $27.50/hr /strong/p
pJoin us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally./p
p /p
pstrong Provident is an Equal Opportunity Employer/strong/p
pWe are a winner of the Bay Area News Group Top Work Place in 2018 - 2024. Check us out on a href="*********************************************************************************************************
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Investment Banker - Healthcare (MedTech) - Vice President
Personal Banker Job 38 miles from Milpitas
As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Prior VP level experience in Healthcare Investment Banking
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment