Ridgewood Savings Bank jobs in New York, NY

The Estimated Salary is $85,000-$110,000/Annually. Duties and Responsibilities/Results: Manage and lead a team of customer support professionals, setting clear performance expectations and goals for growth. Assist the Digital Channels Officer with overseeing the day-to-day execution of the department's contact center, business development and service and support initiatives. Partner with the Retail Banking division to effectively retain and deepen cross channel deposit relationships. Oversee staff to ensure adherence to Bank SLAs. Provide leadership in a Contact Center environment that promotes teamwork, employee respect, empowerment, and open communication. Mitigate fraud by analyzing unusual customer behavior and collaborating with key partners to optimize fraud operation policy and procedures. Gain insights from data by analyzing contact center metrics and KPIs. Lead improvement initiatives to ensure goals are met. Make recommendations to management based on findings and assist to implement them. Ensure adherence to contact center policies, produces and regulatory requirements. Conduct regular performance evaluations, provide coaching and feedback to direct reports, an identify training needs to enhance individual and team performance. Collaborate with other departments to resolve customer inquiries, and escalated issues to improve the overall experience of our customer. Ensure the bank policies and procedures and being followed by reviewing and approving daily work and reports. Stay updated on industry trends, best practices, and emerging technologies related to contact center Supports Contact Center taking inbound calls during high call volume periods. Accomplishes performance objectives by recruiting, selecting, training, coaching, counseling and disciplining employees; administering scheduling and completing payroll; enforcing policy and procedures. Participates in special projects/assignments as needed. Must be available to work evenings and weekends as required. Job Specifications: Three to five years of contact center management experience. Proven and demonstrable leadership, management and motivational skills. Working knowledge of contact center technology, including ACD, workforce management, and quality management. Maintain up-to-date knowledge of and adhere to all state and feral regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy, and Fair Lending. Must be experienced and comfortable working in a fast-paced environment and able to deal well with change. Strong analytical and organizational skills with an attention to detail and demonstrated ability to multi-task. Demonstrated ability in written and verbal communication and presentation skills, capable of explaining complex subjects in manageable pieces to Banking and Non-Banking staff. Demonstrated strong project management skills and experience in cross-departmental efforts. 4-year college degree preferred 3-5 years of experience in Electronic Banking, preferred Proficiency in Microsoft Office (Outlook, Excel, Work, and PowerPoint) Knowledge of mobile and desktop device operating systems Strong inter-personal, team and collaboration skills.

**About this role:** The **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. The CIB Innovation team, aligned within the CIB Chief Operating Office, is seeking an experienced individual to join its AI Solution Delivery team. This role will be responsible for implementing Agentic AI initiatives by managing all activities in a project lifecycle, including initiation, planning, execution, and closing. This role will involve managing cross-functional project teams, integrating AI technologies into Agile processes, and continuously improving project delivery. **In this role, you will:** + Lead the delivery of Agentic AI projects using Agile methodologies, ensuring alignment with business goals + Establish best practices for AI/ML and oversee the AI lifecycle. + Collaborate with stakeholders to define project scope, objectives, and deliverables + Act as a hands-on subject matter expert, architecting scalable solutions and promoting data excellence. + Make decisions in end-to-end project management, demonstrating ownership of the entire process from beginning to end + Conduct strategic reviews and performance assessments, providing creative solutions to complex challenges. + Collaborate with executive leadership and stakeholders to define project scope, objectives, and deliverables. + Develop and implement program and project-level processes, procedures, and performance metrics + Demonstrate an understanding of policy, methodology, and artifact creation that influence and lead agile delivery to meet deliverables and drive new initiatives + Collaborate and consult with executive leadership, stakeholders, project leads, sponsors, and business partners to clarify and define project requirements **Required Qualifications:** + 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Industry experience in AI/GenAI and Agentic AI from idea generation to implementation + Experience implementing AI/GenAI and Agentic AI solutions in Corporate Investment Banking, understanding of business use cases and applicable solutions + Knowledge of AI/ML technologies, libraries, and tools including Google Agentspace and Microsoft Copilot + Strong problem solving and decision-making skills with attention to detail and accuracy + Ability to work effectively across large, complex organizational levels, where flexibility, collaboration, and adaptability and partnership building are critical + Excellent verbal, written, and interpersonal communication skills + Demonstrated success in leadership roles, including team building and management. + Ability to define and lead large-scale projects with multiple stakeholders. **Posting Locations:** Charlotte, NC: 550 South Tryon New York, NY: 150 E 42nd St **Job Expectations:** + This role is not eligible for VISA sponsorship + Ability to travel as needed + Willingness to work on-site in accordance with current office requirements + Ability to work additional hours as needed + This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $139,000.00 - $260,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 10 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-505444

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: Acts as the senior product representative on a client team and is solely responsible for all product transactions with key clients. Negotiates fee structures. Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from marketing and documentation to closing. The Private Equity/Real Assets Product Sourcing & Origination team strives to develop and maintain a comprehensive product offering calendar across Private Markets including: Private Equity, Credit, Real Estate, Infrastructure, Special Situations and Energy Transition within its Alternative Investments platform for various client demographics. In addition to product sourcing, deal negotiating and feeder fund structuring this position may require connectivity with financial advisors and clients to execute complex product transactions across private placements and RICs. The role is an integral part of the broader team Private Markets team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special situations as well as perpetual and evergreen offerings. Initiatives specifically include: * Sourcing managers/funds * Onboarding managers and launching feeder funds and direct investments * Determining offering and pricing structures * Negotiating terms * Managing external funds relationships while assisting on existing products * Driving initiatives that advance and support a robust Alternative Investments platform that meets the unique needs of the private bank / institutional clients * The Private Equity/Real Assets Product Origination team strives to develop and maintain a comprehensive product offering calendar across its Alternative Investments platform for various client demographics. * In addition to product sourcing, deal negotiating and feeder fund structuring this position may act as secondary coverage for financial advisors and clients to execute complex product transactions across private placements and RICs. * The role works alongside the broader team Private Equity/Real Assets Origination team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special situations Job Responsibilities: * Working in conjunction with Sales and due Diligence to determine appropriate funds to offer to ML clients * Developing appropriate legal structure and operational process for each product * Assisting in determining pricing structures * Negotiating business and operating terms with fund managers * Coordinating launching and oversight of private equity funds * Coordinating investment and business due diligence efforts * Ensuring proper internal and external legal review * Coordinating internal review processes * Creating contractual agreements and business proposals * Analyzing private equity offering documents to determine business, legal and headline risk * Maintaining comprehensive knowledge of all private equity fund structures, terms and other industry trends * Specific responsibilities for the management of existing products and external fund relationship efforts will include but not be limited to: * Coordinating appropriate actions to address developing matters with existing funds * Drafting formal communications for financial advisors and clients * Ongoing maintenance of platform collateral * Integration of offerings across the Bank of America platform Required Qualifications: * Knowledge of financial market * Demonstrated capability to work in a team environment * Ability to manage and execute multiple projects * Excellent written and verbal communication skills * Series 7 and 63/65 or 66 preferred at time of hire or must be able to obtain within 120 days of start date. Desired Qualifications: * 8+ years of general financial industry experience with preference of strong alternative experience, within private equity origination or deal sourcing * Bachelor's degree (concentrated in Finance or Business MBA) * Knowledge of private markets Skills: * Analytical Thinking * Customer and Client Focus * Financial Management * Presentation Skills * Risk Management * Business Development * Client Management * Client Solutions Advisory * Market Analysis * Negotiation * Causation Analysis * Financial Forecasting and Modeling * Product Management * Relationship Building * Result Orientation Shift: 1st shift (United States of America) Hours Per Week: 40

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading. About this role: Wells Fargo is seeking an Equity Research, Associate - Real Estate Investment Trust (REIT). Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Primary responsibilities include conducting the fundamental equity research process for the purpose of providing differentiated industry and stock-specific content, including building and maintaining financial forecasts and stock recommendations for our institutional investor client base. Critical to the role will be communicating research findings to both internal stakeholders and our institutional investor client base via consistent dialogue. The Associate will build strong relationships not only with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management, and others. The Associate will: Demonstrate subject matter knowledge within the REIT sector and a strong understanding of the companies within the sector Conduct rigorous analysis of financial statements and industry, company, and market data sets Create and update financial models and databases Author, with Senior Analyst, differentiated research content on companies and industry themes Attend company and industry events; cultivate relationships with covered companies and industry contacts Communicate research conclusions to internal and external constituents Collaborate with research peers to support the generation of cross-sector research content Strong, clear and concise written and oral communication skills Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: A BS/BA or higher Direct experience within the industry or equity research industry specific sector - REIT Experience with data and predictive analytics Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Ability to work effectively, as well as independently, in a team environment Advanced Microsoft Excel skills, including high level of proficiency in modeling Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Strong writing skills and attention to detail Knowledge and understanding of financial statement analysis Knowledge and understanding of accounting principles in the capital markets industry Knowledge and understanding of investment tools such as Bloomberg or FactSet application Strong, clear and concise written and oral communication skills Job Expectations: Up to 10% travel Registration for FINRA SIE must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 86 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 87 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Location: 150 E 42nd Street, New York, NY 10017 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $143,000.00 - $224,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 11 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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 assisting the Compliance and Operational Risk officer team to execute second line of defense compliance and operational risk oversight for a Front Line Unit (FLU), Control Function, and Third Parties. Key responsibilities include ensuring requirements of the Global Compliance Enterprise Policy, the Operational Risk Management Enterprise Policy (collectively "the Policies"), the Compliance and Operational Risk Management Program and Standard Operating Procedures are implemented. Job expectations include identifying, challenging, escalating, and mitigating risks in a timely manner to provide independent challenge to FLU processes and controls. Responsibilities: * Assists in assessing risks, associated controls, and their effectiveness, driving compliance with applicable laws, rules, and regulations while adhering to policies and developing reporting and documentation * Engages in activities to provide support to the Compliance and Operational Risk teams in order to provide independent compliance and operational risk oversight of Front Line Unit or Control Function performance and any related third party and vendor relationships in alignment with the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy (collectively "the Policies") and the Compliance and Operational Risk Management Program and Standard Operating Procedures * Supports the identification and escalation of problems or issues that arise, driving actions to address the root causes that lead to compliance risk issues and operational risk losses * Assists in the development of independent risk management reporting for respective area(s) of coverage as input into management routines Skills: * Monitoring, Surveillance, and Testing * Process Management * Regulatory Compliance * Reporting * Risk Management * Active Listening * Attention to Detail * Issue Management * Policies, Procedures, and Guidelines Management * Business Process Analysis * Critical Thinking Required Background Must be a current Year Up intern at Bank of America Shift: 1st shift (United States of America) Hours Per Week: 40

NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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 delivering end-to-end case management support to employees and managers around complex, multi-dimensional life events. Key responsibilities include consulting on individual employee issues regarding the bank's benefits programs and how they apply to each unique employee situation. Job expectations include probing to get to the root of an issue, identifying when a concern requires escalation or engagement with partners, and documenting facts in a system of record while maintaining ownership and accountability until resolution. This job is responsible for delivering end-to-end case management support to employees and managers around complex, multi-dimensional life events. Key responsibilities include consulting on individual employee issues regarding the bank's benefits programs and how they apply to each unique employee situation. Job expectations include probing to get to the root of an issue, identifying when a concern requires escalation or engagement with partners, and documenting facts in a system of record while maintaining ownership and accountability until resolution. This role will be aligned to the Life Event Services Operations team, which supports all of the Life Event Services (LES) support teams. This job is responsible for analyzing large quantities of complex data to identify trends, using the data to recommend process enhancements, and presenting recommendations to leadership. Responsibilities: * Delivers end-to-end case management support to employees around complex life events from initial inquiry through case resolution * Responds to inquiries effectively and timely, while demonstrating empathy towards the employee * Provides guidance to Line of Business (LOB) employees regarding their complex situations and recommends options and resources to best fit the issue * Prioritizes time and effort according to the most urgent and sensitive employee, manager, or partner needs, engaging other Life Event Services Support teams as needed * Documents key facts and interactions related to the employee's life event in the case management system of record * Maintains confidentiality and protects employee information * Influences managers, Human Resources (HR) partners, and others to drive towards the optimal resolution that best balances bank policies and guidelines, employee needs, and risk * Gather, organize, and analyze data, interpret the data, and then communicate/present the results in an organized fashion to key stakeholders. * Collaborate closely with stakeholders and cross-functional teams to ensure processes are accurately defined and include activities or capture data required based on business need * Supports the evaluation of existing processes, technologies, and routines to drive process improvements * Prioritize tasks and manage multiple projects simultaneously with short deadlines Required Qualifications: * Proven ability to analyze complex data to identify trends * Demonstrated ability to use data to recommend process changes * Strong proficiency in Salesforce case management system, Excel, PowerPoint, and Word * Experience with case management for complex life events * Ability to turn complex ideas into well-structured materials and presentations * Ability to handle confidential and proprietary information, including sensitive employee data, with discretion and with a strong focus on compliance and risk management * Highly organized, accuracy driven, pro-active work ethic to ensure consistency of data entry and appropriate urgency to sensitive situations * Ability to effectively work under pressure, continue to evaluate priorities in a changing environment, and successfully manage multiple projects with compressed timelines * Excellent interpersonal, relationship, and written/verbal communication skills, with a strong ability to collaborate, partner, and influence * Ability to work with senior leaders and cross functional teams * Demonstrated problem solving, strong follow-up skills and ability to escalate and gain resolution as needed * Detail oriented with strong organizational and planning capabilities * Ability to work independently and as a strong team player Desired Qualifications: * Working knowledge of the Life Event Services operating model including client care, benefits knowledge, systems, principles and operational excellence * Recent experience supporting Life Event Services cases * Experience with AI for data analytics * Exposure to Life Event Services Standard Operating Procedures (SOPs) and Playbooks * Knowledge of Human Resources benefit products and processes * Minimum of 3 years of project management experience Skills: * Active Listening * Attention to Detail * Data Collection and Entry * Prioritization * Research * Critical Thinking * Customer Service Management * Decision Making * Stakeholder Management * Written Communications * Continuous Improvement * Process Simplification * Recording/Organizing Information Shift: 1st shift (United States of America) Hours Per Week: 30

Estimated starting salary is $712-$867 per week. Duties and Responsibilities Include: Maintains bank properties by ensuring that debris, snow and ice are properly abated. Performs minor painting assignments. Routinely inspects and changes light bulbs. The safe removal and relocation of existing furniture. Receives deliveries and ensures that materials and supplies are properly inventoried. Cleaning, disposing of debris, landscaping and lawn mowing of properties acquired by the Bank through judicial foreclosure proceedings. Responds to adverse weather conditions (snow, rain) by ensuring that the banks surroundings are kept in a safe condition. Helps out when necessary by performing other related duties which may be necessary from time to time. Qualified applicants must have: High School Diploma or G.E.D equivalent. Working knowledge of hand tools. A valid driver license and access to a personal vehicle. Ability to lift a minimum of 50 lbs.

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. **What to Expect** The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: + Building valuation models and supporting transaction execution + Conducting company and industry research + Preparing client materials and pitch presentations + Participating in diligence sessions, client meetings, and internal discussions + Collaborating with senior bankers on engagements across sectors and geographies + Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. **Is This Program Right for You?** We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. **Required Qualifications** + 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education **Desired Qualifications** + MBA with an expected graduation date of December 2026 to June 2027 + Strong verbal and written communication skills + Ability to operate effectively both independently and in teams + Advanced Microsoft Office (Excel, PowerPoint, Word) skills + Track record of leadership or involvement in professional or academic initiatives **Program Locations** Positions are available in New York. **Pay Range:** NY (New York City): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $138,500.00 - $287,600.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 31 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-483558

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: Wells Fargo is seeking a Lead Investment Banker, Vice President with our Healthcare team within Corporate and Investment Banking (CIB) to join its team, focusing on the Biotech and overall Healthcare sector. In this role, you will: Responsible for supporting the team as well as developing strategic partnerships with a select and focused group of industry clients. Support in coordinating capabilities across the CIB platform, as well as support and help in developing relationship and product partners across broader Wholesale Banking. Support in all efforts to represent the select client's particular needs and interests in generating new investment ideas and securities solutions, and share objective assessments of future business opportunities internally. Required Qualifications, US: 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Securities industry experience including Biotech coverage Strong analytical and quantitative skills Effective organizational, multi tasking, and prioritizing skills Excellent verbal, written, and interpersonal communication skills Ability to interact with all levels of an organization Knowledge and understanding of business development: business vision, strategies, and goals Investment banking experience A Master's degree or higher in accounting, finance, economics or biochemistry or related fields Strong, clear and concise written and oral communication skills Strong credit skills Ability to analyze trends in the competitive marketplace and related marketing developments Experience building partnerships and consulting effectively with leadership Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Job Expectations: Ability to travel up to 75% of the time Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Posting Location: New York, NY Base Salary: $250,000 USD Annual May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $173,300.00 - $359,900.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Wells Fargo is seeking a Business Execution Consultant as part of the Public, Regulatory and Corporate Affairs Division of the Wells Fargo Legal Department. The role will provide operational and administrative support on a variety of corporate governance and shareholder matters, including intense schedule management for the Office of the Corporate Secretary. The successful candidate will be very team oriented, willing to jump in and do what is required in the moment, extremely detail-oriented, able to navigate the expectations of senior leaders with judgment and sensitivity, prioritize and juggle competing priorities, and be calmly responsive in a fast-paced environment. He or she will have strong organizational, drafting and interpersonal skills, and experience as a corporate governance professional. **In this role, you will:** + Manage the exceptionally heavy and dynamic electronic calendar for the Office of the Corporate Secretary, including scheduling meetings for the Board of Directors and managing attendee lists involving Directors and the Wells Fargo Operating Committee and coordinating meeting logistics with key partners, as well as scheduling shareholder engagement meetings + Establish and implement scheduling procedures and controls. Identify opportunities for improving or implementing processes and tools + Support the Board Liaison and key partners in the logistical preparation for Board of Directors meetings + Participate in operational duties for the Corporate Secretary and Governance team, including coordinating with paralegals on the team to address information requests from a variety of stakeholders. + Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of the function, policies, procedures, and requirements and contribute to the overall effectiveness of the team + Handle highly confidential information with discretion and sound judgment + Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals + Interact with shareholders and internal and external clients **Required Qualifications, US:** + 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in a corporate professional environment with direct experience supporting multiple senior executive level business leaders + Experience supporting Corporate Secretary and/or Corporate Governance responsibilities + Advanced Excel skills (formulas, pivot tables, etc.) + Strong analytical skills with high attention to detail and accuracy + Proficient in drafting and proof-reading written documents utilizing proper grammar, punctuation, and spelling + Proficient in articulating, communicating professionally and appropriately with confidence at all levels and in high pressure situations + Strong project management skills with demonstrated ability to prioritize work, meet deadlines, achieve goals, work under pressure, and independently handle tasks or projects + Ability to build relationships, effectively communicate and influence others + Ability to make sound decisions and adapt to diverse audiences while maintaining composure + Ability to convey ideas clearly and concisely across diverse audiences + Strong Microsoft Office (Word, Excel, Outlook, and PowerPoint), Adobe Acrobat Pro, and technology skills, including the ability to manage hybrid meetings (in-person and virtual attendees) **Job Expectations:** + Position requires onsite presence from the location(s) listed + Hybrid work schedule + This position is not eligible for Visa sponsorship + Relocation assistance is not available for this position **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $92,000.00 - $145,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 11 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506336

About this role: Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products. In this role, you will: Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies Be a key participant in large-scale planning related to a given product or specialty's business objectives Serve as a mentor for less experienced individuals Required Qualifications: 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in Asset Based Lending and Factoring Microsoft Office: Excel, Word, PowerPoint Strong understanding of financial statements, collateral analysis, and loan structuring. Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow. Excellent interpersonal, communication, and negotiation skills. Strong understanding of commercial banking products and services. Ability to analyze client needs and develop tailored financial solutions. Job Expectations: Travel: 10% of the time This position offers a hybrid work schedule Willingness to work on-site at stated location on the job opening. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $167,000.00 - $260,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Wells Fargo is seeking a **Markets** **Innovation** **Business Coverage** **-** Senior Business Execution Consultant to join our Product team for innovation. The candidate will drive the development and execution of Markets' innovation strategy and roadmap, in collaboration with senior business and functional leaders across CIB. They will play a crucial role in driving the future of our Markets division, ensuring that our Innovation strategy aligns with our clients' needs and positions Wells Fargo as a leader in financial services. The ideal candidate will have demonstrated experience within CIB Markets businesses (e.g., Equities, FX, Structured Products, Munis, etc.) along with a strong understanding of AI/GenAI market solutions. This candidate will be required to work closely with our technology partners to actively manage a streamlined book of work, optimize and enable the reuse of technologies, keep pace with the continual evolution of GenAI and other innovative technologies, and provide business oversight to the creation of a unified platform for the Markets division to leverage innovation in its growth. **In this role, you will:** + Translate complex business problems into agentic product opportunities by leveraging GenAI, orchestration frameworks, and modular architecture principles, in alignment with strategicobjectivesand compliance requirements. + Responsible for working with stakeholders to oversee, prioritize, andoptimizethe Cross Markets Innovation book of workaligned to product area vision and goals,regulatory expectations, and emerging technology trends. + Champion experimentation and iterative development of agentic prototypes, ensuring learnings are captured andinformbroader product strategy and roadmap. + Develop and communicate product area vision and strategy, actively managing backlog prioritization and resolving sequencing conflicts across product areas. + Manage engagement and communication related to delivery with CIB stakeholders at senior levels in the Markets division. + Maintain strong partnerships withtechnology, data science, and business teams, fostering collaboration and ensuring delivery of measurable, compliant solutions. + Stay ahead of industry trends and the evolving regulatory landscape, especially in GenAI and agentic technologies, to informourinnovation strategy and risk management. **Required Qualifications:** + 4+ years of experience in Business Execution, Implementation, or Strategic Planning, including management experience. **Desired Qualifications:** + Experience in Markets/Sales/Trading within a large financial institution. + ExperiencedevelopingAI or GenAI implementations across business functions either as an employee or as a management consultant. + Ability to communicate effectively, in both written and verbal formats, at all levels of the organization, including senior executive-level leadership + Ability to prioritize and execute in a dynamic, fast-paced environment. + Ability to effectively engagestakeholdersin strategic initiatives. + High energy and passion for innovation and strategic partnership development. **Job Expectations:** + This role is not eligible for VISA sponsorship + Ability to travel as needed + Willingness to work on-site in accordance with current office requirements + Ability to work additional hours as needed + This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $104,000.00 - $168,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 9 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-504235

This job is responsible for analyzing some of the most exciting and complex financial services companies with a global footprint and helping make impactful stock recommendations to generate alpha. Key responsibilities include performing financial and statistical analyses, conducting research, preparing reports, helping to originate, structuring and modeling transactions, and assessing market trends. The North American Banks Research team covers 40+stocks across US and Canada with over $2 trillion in market-capitalization. The team is looking for someone who has the intellectual curiosity and the aptitude to ramp up on a fast-evolving banking sector which is undergoing secular shifts tied to stablecoins and digital assets, AI and a shifting regulatory backdrop. The ideal candidate will have between one to four years of experience in markets or experience focusing on the banking (or financial services) sector. This candidate will work with both the Senior Analysts and team members in all aspects from idea generation to company meetings, and will play a critical part in providing the financial modeling and qualitative analysis to formulate investment opinions. Responsibilities: * Assists in structuring, pricing, and executing transactions to assist in developing financing solutions for existing and emerging companies * Conducts analysis of company financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments * Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data * Assists with the preparation of associated financial models and written reports * Perform complex financial modeling & valuation work * Write regular industry and company reports and company launch initiations from scratch * Develop databases integral to our research product * Demonstrate strong industry knowledge and business judgment * Work with Senior Analysts to develop key industry themes * Build relationships and facilitate information flow with contacts at covered companies * Participate and contribute to client meetings and events * Attend meetings and interact with key opinion leaders * Closely follow and understand market, industry and company specific activity * Seek out new, unusual sources of information * Interact regularly with clients Qualifications * Bachelor's Degree or equivalent years of experience * 1-4 years of experience focusing in equity research, wholesale credit, buy side experience or investment banking experience * Strong writing and modeling skills. Must be an expert at MS Word and MS Excel * Must be able to thrive in a fast-paced and intense environment. * Must have excellent communications skills, written and verbal * Must enjoy following the stock market and doing desktop and field research * Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics * Must have strong attention to detail, ability to multi-task * Must work well in a collaborative team environment Shift: 1st shift (United States of America) Hours Per Week: 40

About this role: Wells Fargo is seeking a Senior Credit Product Portfolio Specialist to support the Commercial Services portfolio team on customer credit related inquiries within Supply Chain Finance. The team member in this role will use a credit mindset to navigate the difficulties of mitigating risk, while satisfying client needs. This role requires a thorough understanding of factoring from a portfolio and customer credit perspective and the ability to communicate decisions efficiently and effectively. In this role, you will: Deliver results that align with Commercial Banking and Commercial Banking line of business priorities and that satisfy Commercial Banking stakeholders and Wells Fargo's risk management priorities and commitments. Strategically collaborate with portfolio team and customer credit to resolve client issues and achieve business objectives. Evaluates credit actions according to applicable regulations, procedures, and guidelines. Reviews financial statements, communicates with clients or account debtors, and performs analysis to be used in credit decisions. Utilize delegated credit approval authority to perform credit decisioning on individual credit orders. Communicate and coordinate with portfolio, customer credit, collections, external counsel, clients, and account debtors to effectively manage customer credit risk while satisfying client needs. Proactively monitor account debtor exposure trends (i.e. financials, risk ratings, trade reports, industry reports, and payment trends). Review legal documentation such as letters or credit, non-disclosure agreements, cash collateral agreements, and cross-corporate guarantees to ensure applicable terms, and requirements are incorporated and adhered to. Provide guidance to junior associates on credit and industry trends, and product knowledge as applicable. Required Qualifications: 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 5+ years of relevant experience in factoring, or credit management and analysis earned in a banking setting or shared service environment Solid credit acumen with the ability to understand client financials and structure appropriate credit solutions Strong relationship management skills, with a proven ability to expand, grow, and retain client relationships Excellent verbal, written, and interpersonal communication skills. Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important. Job Expectations: May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards Ability to work on-site at one the posted work location @RWF22 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $167,000.00 - $260,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 25 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

is $110,000-$160,000/Annually. Duties and Responsibilities/Results: Conduct thorough reviews and analyses of completed appraisal reports of income-producing properties, including multifamily, office, mixed-use, and retail. Ensure that valuations are reasonably supported, credible, and compliant with federal and state regulations, USPAP (Uniform Standards of Professional Appraisal Practice), FIRREA, bank policies and guidelines, and industry standards. Opine on the overall reasonableness and reliability of the appraisal reports received. Review, analyze, render, and communicate decisions regarding the acceptance of appraisals performed by third-party vendors. Complete internal appraisal assignments for use in loan underwriting decisions. Engage in regular communication with and serve as an advisor to Loan Officers and Executive Management on appraisal and real estate valuation matters. Order appraisals, complete market research projects, and conduct property site inspections as needed. All other duties, as assigned. Required Qualifications: New York State General Appraiser Certification License (Current and in Good Standing) is required. Minimum 10+ years of recent experience appraising and/or reviewing complex multifamily residential, mixed-use, and/or commercial properties in the New York Metropolitan Area. Reviewer must have strong analytical, written, and verbal skills and be proficient with New York Metropolitan Area Real Estate. Knowledgeable, experienced, and familiar with various property types, including office, retail, multifamily, and cooperatives throughout the New York Metropolitan Area. Knowledge of commonly used real estate database sources, including RealQuest, Comps Inc., CoStar, and Multiple Listing Service (MLS), is a must. Good organizational and management skills and ability to work independently. Software proficiency in Microsoft Office Suite and Outlook. Bachelor's degree required. Preferred Qualifications: Ability to solve problems involving multiple facets and variables in non-standardized situations. Ability to manage time efficiently to meet strict deadlines. MAI or AI-GRS (Review) Designation a plus. A degree in Accounting, Finance, Economics, or a related field is preferred.

is $50,000-$80,000/Annually. Duties and Responsibilities/Results: Perform full interior and exterior inspections of commercial properties, including, but not limited to, multifamily, mixed-use, office, retail, and industrial properties. Perform a thorough tour of the property (self-guided at times). Provide sufficient photos of the property, neighborhood, and comparable properties. Research public databases in order to identify open building violations, tax liens, water charges, etc., prior to inspection. Interview tenants, owners, and property management to verify rent roll information, occupancy status, and identify and discuss the status of any open building violations and/or needed repairs. Prepare property inspection reports to be retained as part of the loan file and effectively communicate any immediate areas of concern to Bank management. Assists as needed by performing other related duties, which may be necessary from time to time. Job Specifications: High School Diploma or equivalent. Minimum of 1-year professional Commercial Real Estate experience required. Must have strong verbal and written communication skills. Require attention to detail Able to analyze information gathered in order to identify potential problems or discrepancies Commercial real estate experience, property inspection, and/or property management experience is preferred. Should have a strong computer background, including Internet search skills and demonstrated knowledge of Microsoft Word and Excel. Strong communication and customer service skills. Other requirements: Must have a valid driver's license, access to a personal vehicle, and be willing and able to travel to various locations throughout the Metropolitan New York area. Must have basic geographic knowledge of the New York Metropolitan Area. Must be physically able to inspect all property types as required for job duties: Performs work both indoors and outdoors and may be subject to weather extremes. Walks, stands, and stoops for extended periods of time on flat surfaces as well as inclines, declines, uneven, narrow, slippery, natural or paved terrain, etc. Climbs up and down stairs, ramps, and grades.

is $712.87-$867.37 per week. Duties and Responsibilities/Results: Drive to New Hyde Park warehouse to pick up bank owned vehicle used to deliver interoffice mail. Pick up and deliver documents, packages, and other items between offices, and vendors if needed. Pick-up supplies to be delivered requested by load sheet and ensure all items are accounted for and ensure items are delivered securely and confidentially when required. Drive to the Main Office to pick up interoffice mail and any other supplies and marketing materials to ensure timely delivery to the branches. Drive to each branch on the assigned route to deliver mail and pick up any outgoing mail from the branches. Responds to adverse weather conditions (snow, rain) by ensuring that the banks surroundings are kept in a safe condition. Receives deliveries and ensures that materials and supplies are properly inventoried. Report any issues, delays, or traffic problems to supervisors. Maintain cleanliness and basic maintenance of the delivery vehicle (if applicable). Operate company-provided vehicles in a safe and legal manner. Helps out when necessary by performing other related duties which may be necessary from time to time. Job Specifications: High School Diploma or General Equivalency Diploma required. Good Writing and Communication Skills. Comprehension of the English language (handling correspondence). Basic PC skills required. A knowledge of Excel and Word is beneficial but not required. Ability to get along with others. Valid NYS driver license. Physical Requirements: Must be able to lift to 50 lbs.

We have an exciting opportunity to join our Appraisals Team! This position will assist the Appraisal Department in all aspects of reviewing third-party appraisals to determine a credible and reasonable opinion of the market value of Commercial real estate to assist in the mortgage lending process. Qualified candidates must have a minimum of 5+ years of experience and a bachelor's degree is preferred. New York State General Appraiser Certification License (Current and in Good Standing) is required. Estimated starting salary is $95K-$135K per year. Job Qualifications: Minimum 5+ years of recent experience appraising and/or reviewing complex multifamily residential, mixed-use, and/or commercial properties. Bachelor's degree in Accounting, Finance, Economics, or related field preferred. Ability to communicate clearly and concisely in both written and verbal form. Ability to solve problems involving multiple facets of variables in non-standardized situations. New York State General Appraiser Certification License (Current and in Good Standing) is required. Software proficiency in Microsoft Office Suite, including Outlook. Knowledgeable, experienced, and familiar with various property types, including office, retail, multifamily, and cooperatives throughout the New York Metropolitan Area. Good organizational and management skills and ability to work independently. Knowledge of commonly used real estate database sources includes RealQuest, Comps Inc., CoStar, and Multiple Listing Service. Duties and Responsibilities Include: Conduct thorough reviews and analyses of completed appraisal reports of income-producing properties, including multifamily, office, mixed-use, and retail. Ensure that valuations are reasonably supported, credible, and compliant with federal and state regulations, USPAP (Uniform Standards of Professional Appraisal Practice), FIRREA, bank policies and guidelines, and industry standards. Opine on the overall reasonableness and reliability of the appraisal reports received. Review, analyze, render, and communicate decisions regarding the acceptance of appraisals performed by third-party vendors. Complete internal appraisal assignments for use in loan underwriting decisions. Engage in regular communication with and serve as an advisor to Loan Officers and Executive Management on appraisal and real estate valuation matters. Conduct property site inspections, as needed. Perform other duties of the Bank and Department, which may be required from time to time.