Come join a company you can be proud to represent.
The hiring range for this opportunity is $22.50 to $25.00 hourly along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
At Tri Counties Bank (TCBK) and Tri Counties Advisors (TCA), we want to satisfy our clients' financial needs and help them succeed financially. We're looking for talented people who will put our clients at the center of everything we do. Help us provide “Service with Solutions” to our clients and provide valuable knowledge to our clients in aspect of their financial life.
Tri Counties Advisors is at the center of our effort to build trust and transform the way we service our clients. Tri Counties Advisors is focused on, better enabling customers clients to engage with us through a broad suite of financial products and services. Our primary goal to our clients is to deliver “Service with Solutions,” leading to increased AUM and revenue.
As an Associate Advisor Trainee at Tri Counties Bank you will be responsible for studying and passing the necessary licenses to become an Associate Advisor. You will be required to pass the series 7, 66 and California Department of Insurance within the 120 days. Upon successful completion of all exams the Trainee will be promoted to Associate Advisor with Tri Counties Bank.
Your Responsibilities
• Attend instructional classes on SIE (Securities Industry Essentials), Series 7, Series 66, and California Depart of Insurance
• Pass the series SIE, Series 7, Series 66 and California Department of Insurance within a 120 day period
Desired Qualifications
• Undergraduate degree in finance, accounting, economics or commensurate business experience preferred
• Customer service focus with experience handling complex transactions across multiple platforms
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with clients and partners
• Knowledge and understanding of compliance, risk management and loss prevention
• Ability to follow policies, regulations, and procedures
• Strong communication skills with integrity and professionalism with clients and partner employees
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers.
COMPANY PROFILE
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As
California's Local Bank
, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
$22.5-25 hourly 2d ago
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Regulatory Reports Manager
Tri Counties Bank 4.5
Tri Counties Bank job in Roseville, CA
Come to work for a company you can be proud to work for. The hiring range for this opportunity is $102,000 to $148,776 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
Employees will be required to report to a designated administrative office in Roseville, CA, Chico, CA or Bakersfield, CA. After training is complete, a set hybrid schedule may be offered; however, this arrangement is not guaranteed and may be subject to change. The Bank reserves the right to require a full-time, in-office schedule at any time based on business needs.
Regulatory Reports Manager
Responsible for overseeing the Bank's compliance with regulatory reporting requirements, includes, but not limited to Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), Monetary Instrument Logs (MIL), and 314(a) and 314(b) communications. Ensures the development and maintenance of compliant programs and procedures aligned with Bank policies and regulatory expectations. Leads internal and external assessments, identifies emerging risks, and implements appropriate controls.
Essential Duties:
* Responsible for the end-to-end process for preparing, validating, and submitting all required regulatory reports, including CTR, SAR, MIL, and 314(a) and 314(b) communications.
* Conducts quality assurance and quality control (QA/QC) reviews across all areas of responsibility. Analyzes QA/QC results to identify systemic issues, performs root cause analysis, and develops corrective action plans.
* Conducts complex and sensitive investigations and files regulatory reports as needed.
* Leads employee management functions including recruitment, hiring, training, performance evaluations, salary and promotion recommendations, and terminations.
* Stays current with changes in regulatory requirements and advises on necessary adjustments to reporting processes. Maintains and updates written programs, procedures, and job aids to ensure alignment with the AML/CFT Program and applicable regulations.
* Collaborates with compliance and audit teams to support regulatory examinations and internal reviews.
* Produces written and visual reports for various audiences, including senior management and the Board of Directors.
Education:
* High school diploma, or equivalent, required; bachelor's degree in a related field, preferred.
Skills and Knowledge:
* Requires 8 years of AML/CFT and OFAC experience in a retail/commercial bank environment with a focus on regulatory reporting and 3 years of proven leadership experience in managing teams and owning regulatory processes.
* ACAM or similar certification preferred
* Advanced understanding of FFIEC BSA/AML Examination Manual and related regulatory guidance.
* Ability to condense complex regulatory and legal guidance into easily understood procedures that optimize efficiency.
* Ability to multi-task effectively and interact effectively with management to implement new initiatives or work as a team to accomplish strategic goals.
* Excellent analytical, organizational, and communication skills.
* Proficiency in data analysis and reporting tools (e.g., Excel, Power BI, or similar platforms.)
COMPANY PROFILE
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
$102k-148.8k yearly 55d ago
Card Payments Platform Architect & Tech Leader
Capital One 4.7
San Francisco, CA job
A leading financial services company in San Francisco is seeking a senior technical leader to define and drive technical strategy for their systems. The role involves designing scalable architectures, mentoring engineers, and collaborating with cross-functional teams. Ideal candidates will have over 10 years of experience in software engineering, expertise in distributed systems, and proficiency with cloud technologies. The position offers a comprehensive benefits package and a dynamic work environment.
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$110k-142k yearly est. 5d ago
Impactful Private Wealth Relationship Manager
Bank of America 4.7
San Francisco, CA job
A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth.
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$69k-109k yearly est. 3d ago
Senior Full-Stack Cloud Ops & Resilience Leader
Capital One 4.7
San Francisco, CA job
A leading financial services company in San Francisco seeks a Sr. Manager, Software Engineering to lead innovative cloud operations projects. This role involves managing a talented development team and collaborating with product managers to create cloud-based solutions. Candidates should have extensive experience in software engineering, cloud computing, and people management. This position offers a competitive salary and comprehensive benefits.
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$108k-146k yearly est. 3d ago
Environmental Finance - Assistant Director of Project Management - Project Finance
U.S. Bank 4.6
San Francisco, CA job
Environmental Finance - Assistant Director of Project Management - Project Finance page is loaded## Environmental Finance - Assistant Director of Project Management - Project Financelocations: Saint Louis, MO: San Francisco, CA: Charlotte, NC: New York, NY: Chicago, ILtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 6, 2026 (30+ days left to apply)job requisition id: 2025-0028280At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.## **Job Description**USBIF is currently seeking a candidate to join our growing team of finance professionals as an Assistant Director of Project Management (ADPM). The ADPM's responsibilities include leading a team of Project Managers (PMs) and Project Manager Associates (“PMAs”) who underwrite, structure, negotiate, close, and asset manage complex renewable energy Project Finance loans. The ADPM is responsible for managing the PMs and PMAs on their team to balance 1) production capacity to achieve volume and profitability goals as well as the management of a growing portfolio of assets while maintaining credit quality, 2) the customer experience, and 3) work-life balance for the team.**Job Responsibilities:** • Train, mentor, and be an ongoing resource to team members throughout underwriting, closing, and asset management. Coach PMs/PMAs to maintain a balanced approach to timely identifying issues, problem solving, and managing risk. • Review, provide constructive feedback, and approve credit packages for the team, ensuring product and credit quality are maintained. • Coach and develop PM Team staff in support of achieving their individual business goals, including short-term personal goals and long-term career paths. • Maintain a culture of inclusion where all people and perspectives are valued and leveraged; recognize and reward contributions and accomplishments. • Build and maintain a sense of team culture and teamwork within the group. Transparently share information and provide context for management and strategic decisions. • Organize and lead meetings (internal group meetings, process improvements, feedback sessions, training, and knowledge sharing). • Work collaboratively with the PM leadership team on staff assessments, consistency in talent management practices, planning, developing training resources and identifying opportunities to enhance the employee experience. • Actively work to improve processes, leverage best practices, increase efficiencies, and coordinate across other functional departments to enhance the customer experience. • Responsible for keeping current on commercial lending policies, products, and services. • Ensure team compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Acts, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas.**Basic Qualifications** - Typically Bachelor's degree, or equivalent work experience - Typically 10 or more years of banking and/or tax credit industry experience - Typically three or more years of management experience**Preferred Skills/Experience:** • In depth knowledge of complex renewable energy project finance transactions, loan documentation, and deal structure mechanics • High degree of familiarity with utilizing project finance models to underwrite debt and/or tax equity. • In-depth knowledge of construction/term project finance lending and related products. • Detailed knowledge of critical aspects of renewable energy project underwriting, including equipment and performance review as well as a baseline understanding of U.S. energy markets including regulatory structures, physical and synthetic forms of power agreements and derivatives, as well as renewables-focused regional incentives. • Familiarity with critical banking processes and procedures, including credit policy review and approval. • Expertise with investor and/or lender risk mitigation. Ability to apply knowledge to new business opportunities (e.g. new tax credit programs, new asset classes or products) to address relevant risks and benefits. • Demonstrated ability to effectively coordinate and manage people, processes and customer relations. • A team player who leads by example, promoting learning and mentorship with excellent interpersonal and teamwork skills. • Able to manage a staff working on multiple transactions at different stages concurrently while in different locations across the country. • Ability to conceptualize and structure complicated transactions that rely on knowledge of the industry, accounting practices, financing tools and underlying operating businesses. • Ability to read and negotiate complex legal documents and work effectively with attorneys when needed. • Demonstrated ability to navigate internally to problem solve and find answers or paths forward when one is not readily clear. • Effective listener and advanced communication skills, both oral and written. • Highly motivated self-starter who has a good attention to detail, growth mindset, and ability to be comfortable in periods of unpredictability. • Energized by working in a collaborative team environment that is dynamic and evolving.**Location Expectations** The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .**Benefits:**Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):* Healthcare (medical, dental, vision)* Basic term and optional term life insurance* Short-term and long-term disability* Pregnancy disability and parental leave* 401(k) and employer-funded retirement plan* Paid vacation (from two to five weeks depending on salary grade and tenure)* Up to 11 paid holiday opportunities* Adoption assistance* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.**E-Verify**U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits
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$126k-173k yearly est. 3d ago
Digital-First Client Relationship Banker
U.S. Bank 4.6
San Francisco, CA job
A prominent financial institution in San Francisco seeks a Client Relationship Consultant. The role involves fostering customer relationships through proactive communication and a digital-first approach. Responsibilities include understanding clients' banking needs, recommending solutions, and educating them on available products. Ideal candidates will have experience in retail banking and excellent interpersonal skills. Join us to support our community in making informed financial decisions.
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$32k-38k yearly est. 5d ago
Senior Internal Auditor
Tri Counties Bank 4.5
Tri Counties Bank job in Roseville, CA
Come join a company you can be proud to represent.... and enjoy fantastic comprehensive benefits. Senior Internal Auditor Provides independent assurance to the Board and Executive Management on the quality and effectiveness of the governance, risk management, and internal controls to monitor, manage, and mitigate key risks to achieving the Bank's objectives. Responsible for executing audit activities related to the end-to-end audit process (e.g., planning, fieldwork, reporting, issue validation) to meet standards; managing the SOX testing program and executing testing; project manage the Loan Review program; supporting the Annual Planning process (e.g., risk assessment); and general audit administration as assigned.
Essential Duties:
* Train and mentor audit staff that are not in a direct reporting line to execute SOX and audit testing end-to-end to standards.
* Deliver continuous monitoring over the assigned financial, operational, and compliance audit portfolio. Contribute to the risk assessment at Annual Planning and continuously.
* Execute the planning, fieldwork, reporting, wrap-up, and issue tracking of audit and regulatory issues; own scoping, risk and control identification, and development of audit objectives and procedures; ensure expert-level understanding of the business function and corresponding reports and data; develop recommendations that are aligned with business objectives and address the risk and root cause; review and sign-off on staff workpapers; draft audit reports with minimal edits from the Audit Manager. Will lead multiple audits at the same time.
* Track, validate, and close audit and regulatory findings through full completion of remediation plans.
* Establish and maintain constructive and collaborative relationships with clients and business partners within the assigned audit portfolio and across the Bank while providing effective challenge.
* Lead or assist in special projects of varying complexities.
* Continuously improve the audit brand, methodology, procedures, and tools.
Tri Counties Bank is committed to complying with all federal, state and banking (including consumer protection) laws and regulations and to maintain a strong corporate-wide culture of regulatory compliance. It is the individual responsibility of every employee to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures and to comply fully with those laws, regulations, policies and procedures. Additionally, managers and supervisors are responsible for creating an environment in which they hold their employees accountable for the above.
Education:
* Required: Bachelor's Degree
* Field of Study: business administration, accounting, finance, or information systems
Certification:
* Preferred Type: CISA, CIA
Skills and Knowledge:
* 3-5 years' experience in Internal Audit as the third Line of Defense in the banking sector or equivalent industry as staff or senior auditor.
* 0-1 year of supervising staff either within or outside the direct reporting line, including external consultants.
* Strong understanding of audit methodology, risk framework, and risk assessments.
* Experience with SOX testing, and subject-matter-expert over financial, operational, and/or compliance risk areas within the banking sector.
* Strong organizational skills and experience leading multiple audits at the same time and working with varying teams.
* Strong verbal and written communication skills to convey risks, gaps, and resolution in a clear, concise, and convincing manner.
* Experience using audit management systems, analytical tools, core banking systems. Strong proficiency in MS Office.
* Excellent interpersonal skills and ability to effectively interact with peers and clients across the Bank.
Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
The hiring range for this opportunity is $82,000 to $110,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
Company Profile
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
$82k-110k yearly 41d ago
Client Associate I
Tri Counties Bank 4.5
Tri Counties Bank job in Redding, CA
Come join a company you can be proud to represent.
The hiring range for this opportunity is $23.50 to $28.17 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
POSITION SUMMARY
The Client Service Associate I role is to support one or more Financial Advisors with the establishment, servicing and maintenance of investment accounts. The Client Service Associate will have a daily and active role client retention and growth through excellent customer service that is provided via phone, mail, electronically and face to face. The Client Service Associate will also be responsible for maintaining client and branch compliance files that are audited an annual basis.
MAJOR RESPONSIBILITIES
• Initiates outbound calls to clients and prospects regarding transaction processing/requirements, clarification or appointment scheduling
• Opens, closes and maintain investment accounts per RJFS guidelines
• Deposits checks, and distributes cash from various investment accounts
• Prepares forms to establish investment accounts, move funds between investments and close investment accounts.
• Enter trades orders that have been confirmed by a Registered Representative (Delete out of Compliance)
• Follow up on the completion of transactions and documents sent to clients and carriers. Resolve any delays that may occur in the process.
• Maintains online compliance required linking for client trading discounts
• Ensures all client fees have been collected
• Completes outgoing correspondence on behalf of Registered Representative either by print or email.
• Process incoming and outgoing mail for the Financial Advisor
• Maintains all information relating to customer accounts and bank affairs in strictest confidence
• Schedule new and service appointments for their Financial Advisors. (Add)
• Participate in client meetings to make sure paperwork is signed and completed thoroughly with the FA. (Add)
• Organize client appreciation events to include invitations, venue selection, food and beverage, confirmations, and post event follow up.
OTHER RESPONSIBILITIES
• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
• Has an understanding of investment products and how they work.
• Performs other work-related duties as assigned.
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED
• High school diploma or GED required
• 3+ years of office experience required
• Excellent verbal and written communication skills
• Detailed oriented with excellent organizational & time management skills
• Excellent client service orientation
• Ability to handle multiple tasks & operate on tight deadlines
• Ability to perform repetitive functions
COMPANY PROFILE:
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As
California's Local Bank
, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
$23.5-28.2 hourly 60d ago
Senior Data Engineer, Card Data Platform
Capital One 4.7
San Francisco, CA job
A financial services company in San Francisco seeks a Distinguished Data Engineer to lead innovation in data architecture and management. The role involves building critical data solutions, mentoring teams, and leveraging cloud technologies like AWS. Ideal candidates will have significant experience in data engineering, a Bachelor's degree, and proficiency in modern data practices to drive customer value through analytics and automation.
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$106k-144k yearly est. 5d ago
2027 Summer Internship, Early Careers - Investment Banking - CA (California)
Wells Fargo 4.6
San Francisco, CA job
2027 Investment Banking Summer Analyst Program Invest in your tomorrow 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.
Investment banking
Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers.
Program overview
This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback.
What to expect
The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include:
* Supporting financial analysis and contributing to transaction execution
* Conducting company and industry research
* Assisting in the preparation of client materials and pitch presentations
* Participating in diligence sessions, client meetings, and internal discussions
* Collaborating with senior bankers across sectors and geographies
You will receive ongoing coaching, mentorship, and feedback throughout the program 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
* 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired qualifications
* Strong academic achievement
* Bachelor's degree with expected graduation between December 2027 - June 2028
* Demonstrated interest in finance and financial markets
* Strong analytical and communication skills
* Proven ability to take on significant responsibility
* Relevant internship experience
* Ability to work effectively both independently and in teams
* Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Program Locations
Primary locations include Los Angeles, and San Francisco
Pay Range
$53/hour
Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.
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.
$43.27 - $72.12
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:
29 Apr 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.
$53 hourly 18d ago
Tech Visionary & Senior Architect - Cloud & Scale
Capital One 4.7
San Francisco, CA job
A leading financial technology company seeks a seasoned professional to articulate a bold technical vision and ensure quality design and implementation. Candidates should have at least 7 years of software engineering experience, expertise in cloud technologies like AWS and Azure, and a strong ability to mentor within the tech community. This role offers a comprehensive package of benefits and supports overall well-being.
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$122k-149k yearly est. 2d ago
Commercial Associate - Global Commercial Banking - San Francisco Bay Area
Bank of America 4.7
San Francisco, CA job
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:
Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients.
This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions.
Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years.
Responsibilities:
Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals
Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products
Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes
Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction
Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities
Required Qualifications:
Minimum 3 years of previous business experience
Demonstrates initiative/self-motivation
Possesses strong interpersonal skills
Possesses strong analytical and financial modeling skills
Understanding of corporate financial statements
Demonstrates strong critical thinking skills
Demonstrates the ability to independently make decisions
Desired Qualifications:
Bachelor's Degree in Accounting, Finance, or related area
Formal Commercial Credit Training
Skills:
Financial Analysis
Market Analysis
Client Management
Capital Structure Analysis
Negotiating and Influencing
Relationship Building
Pipeline Management
Client Solutions Advisory
Referral Identification
Data and Trend Analysis
Risk Management
Business Development
Data Visualization
Continuous Improvement
Project Management
Minimum Education Requirement:
High School Diploma/GED or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705) Pay and benefits information Pay range$85,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$34k-55k yearly est. Auto-Apply 40d ago
Commercial Banker II or Senior Commercial Banker
Tri Counties Bank 4.5
Tri Counties Bank job in Roseville, CA
Come join a company you could be proud to represent. The hiring range for this opportunity is $100,000 to $150,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
POSITION SUMMARY
Develops and acquires new operating business with annual revenues of $10MM to $50MM and manages client relationships within business segments and/or geographic areas. Presents a variety of product solutions to meet client needs including Commercial Lending, Treasury Management, Merchant Services, and other related business services. Provides responsive, quality service.
MAJOR RESPONSIBILITIES
* Develops proactive calling schedule within designated segments and industry to prospective operating businesses in conjunction with strategic business development program. Identifies business opportunities by learning prospect's business, company or industry and their needs.
* Self-sources operating business through calling activities to COIs, prospective clients and assigned relationships. Discusses and promotes all Bank products and services to establish complete client relationship and collaborates with business partners, bringing in product specialists, as necessary, to help problem solve or structure a transaction.
* Negotiates transactions and prices products within targeted rate of return, working with Commercial Banking leadership or Credit Administration for approvals. Exercises sound credit and risk judgment. Ensures quality of all Bank business.
* Collaborates with other Bank lines of business, as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
* Monitors and analyzes relationship plan results and account activities. Determines client profitability. Makes recommendations regarding accounts to be further developed or eliminated. Prepares various reports for management.
* Monitors portfolio for quality, risk and adherence to policy. Works closely with Portfolio Managers, Commercial Banking leadership and Credit Administration, as appropriate, to ensure sound portfolio management, client introductions and timely resolution of issues.
* Maintains an awareness of competitive products, practices, rates and changes in market areas.
* Analyzes problem credits and meets with clients to develop solutions to minimize lost exposure.
OTHER RESPONSIBILITIES
* Serves as a product specialist and a technical consultant to clients in various business segments and geographic locations. Develops and conducts client and employee training sessions and informal updates.
* Participates in civic and community affairs as appropriate.
* Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED
* High school diploma or equivalent, required; undergraduate degree preferred.
* Proven Commercial Banking experience or related Business Development experience required.
* CB II - experience with more complex business and C&I Credit structuring.
* Sr CB - At least five years of commercial banking experience, or related advanced Business Development experience.
* Exceptional knowledge of commercial credit policies and procedures.
* Advanced credit analysis and accounting skills.
* Proven track record of success in a sales environment.
* Excellent verbal and written communication skills.
COMPANY PROFILE
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
$35k-50k yearly est. 3d ago
Senior AI Engineer - LLM Inference & Systems
Capital One 4.7
San Francisco, CA job
A leading financial services provider in San Francisco is seeking a Technical Specialist to develop AI and ML solutions. You'll need a strong foundation in engineering and at least 4 years of experience programming in Python and deploying AI on cloud platforms. The ability to optimize solutions and a passion for AI research are essential. This role offers a competitive compensation package with health and financial benefits.
#J-18808-Ljbffr
$107k-136k yearly est. 5d ago
Wealth Management Lending Officer
Bank of America 4.7
Westlake Village, CA job
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 developing and maintaining a network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Manages prospecting clients and the initial structuring processes, while determining customer financial objectives and lending needs
Negotiates with the client on lending terms, preparing deal justification and related documentation, and advising on related policies and guidelines
Maintains a network of relationships to drive business referrals for lending opportunities
Works directly with clients through final loan approval and closing as necessary and ensures data quality of client and deal information
Provides guidance to effectively challenge and influence the strategic direction and tactical approaches of priority decisions
Maintains thorough knowledge of lending programs, policies, procedures, and regulatory requirements and understands the suite of Wealth Management products and services to support business requirements
Manages multiple tasks and sets priorities in line with the bank's overall strategy and prioritization
Required Qualifications:
Minimum of five years of experience in a loan origination role with significant experience working with ultra-high net worth and affluent client base
Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals
Strong background in the credit solutions, ranging from standard to custom mortgage products and other securities-based lending
Significant experience building relationships with clients
Understands processing, underwriting and/or closing procedures
Working knowledge of federal regulations governing real estate lending
Strong communicator, both verbally and in writing
Self-motivated and highly organized
Can prioritize multiple competing tasks
Can build and maintain solid referral base (that is, strong community involvement/ties, established relationship with assigned Merrill Lynch financial advisors)
Uses appropriate interpersonal styles, communication methods and approaches to gain clients
Understands that the level of service provided is directly correlated to driving sales volume
Note: Series 7 and 63 licensing is not required but may be maintained permissively
Desired Qualifications:
Familiarity with FHA and HUD guidelines
Strong computer skills, including Microsoft applications and previous experience using laptop technology for communication purposes including accessing rate, credit and loan status information
Demonstrates adaptability and flexibility
Has a positive attitude
Ability to take ownership/accountability and demonstrates integrity
Bachelor's Degree in business or related field
Skills:
Client Solutions Advisory
Collaboration
Data Privacy and Protection
Influence
Networking
Attention to Detail
Client Management
Credit Documentation Requirements
Customer and Client Focus
Problem Solving
Active Listening
Causation Analysis
Conflict Management
Loan Structuring
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - CA - Woodland Hills - 21215 BURBANK BLVD (CA7810) Pay and benefits information Pay range$65,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$65k-90k yearly Auto-Apply 40d ago
Investment Banking Vice President, ECM
Wells Fargo 4.6
San Francisco, CA job
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:
The Equity Capital Markets (ECM) team within CIB Capital Markets is seeking an experienced Vice President to join its Origination team. 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.
In this role, you will:
* Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact
* Participate in large-scale planning for Investment Banking functional area
* Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
* Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
* Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals
* Lead Investment Banking projects and teams, or serve as a peer mentor
Required Qualifications:
* 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:
* Experience in the Equity Capital Markets products
* Securities industry experience
* Ability to develop and execute business vision, strategies, and goals
* Investment banking experience
* A Bachelor's degree or higher in accounting, finance, or economics
* Strong, clear and concise written and oral communication skills
* Strong credit skills
* Strong risk management 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:
* 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
* Ability to travel up to 50% of the time
* This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance 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.
* 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.
Base Pay:
* Base pay for this position is 250,000.00 USD
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.
$185,000.00 - $300,000.00
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:
22 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.
$185k-300k yearly 10d ago
Business Development Manager III
Tri Counties Bank 4.5
Tri Counties Bank job in Woodland, CA
Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits.
The hiring range for this opportunity is $79,000 to $97,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
POSITION SUMMARY
The Business Development Manager is the primary contact for the small and mid-sized business market segment, and takes responsibility for acquiring new and developing existing customer relationships.
The Business Development Manager directs and coordinates branch activities personally and/or through branch staff to attain branch goals, including identifying financial solutions, customer service, proper credit quality, risk management, and overall branch profitability.
MAJOR RESPONSIBILITIES
• Acquires and develops small and mid-sized business customer relationships by proactively developing business and community relationships.
• Proactively plans, controls and directs branch activities towards attaining branch goals included but not limited to profiling, tele-consulting and business calling efforts.
• Prepares a calling plan and prospective profile for each new business prospect in conjunction with strategic business development program.
• Prepares a client profile, relationship plan and calling schedule for each business customer in conjunction with strategic business development program.
• Researches key components of specific and relevant industries for knowledge and understanding.
• Profiles new and existing customers to discover their business and personal goals in order to provide business solutions to match their current and future needs.
• Proactively identifies business customer opportunities and fulfills their needs or refers the customer to other specialized internal business partners.
• Works in collaboration with internal business partners; Cash Management, Merchant Card Processing, Commercial Banking, Real Estate, Leasing, Raymond James Investment Services.
• Ensures loan requests are processed accurately and timely, coordinating efforts with underwriting and customers to provide high quality service.
• Ensures branch personnel adhere to all operating and regulatory compliance guidelines including the Operational Loss Policy.
• Ensures the branch successfully passes annual reviews and audits.
• Works with Human Resources to determine recruitment sources.
• Administers HR policies and procedures and take responsibility for training and developing branch employees to assure skills for assigned positions.
• Operates within assigned annual budget guidelines and expense controls.
OTHER RESPONSIBILITIES
• Represents the bank at civic/government, industry and community functions.
• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
• Maintains an awareness of competitive products, practices, rates and changes in market area.
• Develops and facilitates customer and employee training sessions.
• Conducts branch sales meetings.
• Performs other work-related duties as assigned.
EDUCATION, EXPERIENCE AND OTHER SKILLS PREFERRED
• Undergraduate degree preferred.
• Business to business sales or financial services sales experience.
• Ability to lead and direct others.
• Demonstrated sales and marketing abilities.
• Business financial analysis experience.
• Exceptional written, verbal/nonverbal interpersonal skills.
• Excellent organizational skills and the ability to complete a high volume of work with accuracy.
Company Profile
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As
California's Local Bank
, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
$79k-97k yearly 7d ago
Commercial Associate - Global Commercial Banking - Los Angeles Metro
Bank of America 4.7
Los Angeles, CA job
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:
Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients.
This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years.
Responsibilities:
Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals
Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products
Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes
Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction
Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities
Required Qualifications:
Minimum 3 years of previous business experience
Demonstrates initiative/self-motivation
Possesses strong interpersonal skills
Possesses strong analytical and financial modeling skills
Understanding of corporate financial statements
Demonstrates strong critical thinking skills
Demonstrates the ability to independently make decisions
Desired Qualifications:
Bachelor's Degree in Accounting, Finance, or related area
Formal Commercial Credit Training preferred but not required
Skills:
Financial Analysis
Market Analysis
Client Management
Capital Structure Analysis
Negotiating and Influencing
Relationship Building
Pipeline Management
Client Solutions Advisory
Referral Identification
Data and Trend Analysis
Risk Management
Business Development
Data Visualization
Continuous Improvement
Project Management
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193) Pay and benefits information Pay range$85,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$34k-57k yearly est. Auto-Apply 33d ago
Commercial Banker II or Senior Commercial Banker
Tri Counties Bank 4.5
Tri Counties Bank job in Modesto, CA
Come join a company you could be proud to represent.
The hiring range for this opportunity is $100,000 to $150,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
POSITION SUMMARY
Develops and acquires new operating business with annual revenues of $10MM to $50MM and manages client relationships within business segments and/or geographic areas. Presents a variety of product solutions to meet client needs including Commercial Lending, Treasury Management, Merchant Services, and other related business services. Provides responsive, quality service.
MAJOR RESPONSIBILITIES
• Develops proactive calling schedule within designated segments and industry to prospective operating businesses in conjunction with strategic business development program. Identifies business opportunities by learning prospect's business, company or industry and their needs.
• Self-sources operating business through calling activities to COIs, prospective clients and assigned relationships. Discusses and promotes all Bank products and services to establish complete client relationship and collaborates with business partners, bringing in product specialists, as necessary, to help problem solve or structure a transaction.
• Negotiates transactions and prices products within targeted rate of return, working with Commercial Banking leadership or Credit Administration for approvals. Exercises sound credit and risk judgment. Ensures quality of all Bank business.
• Collaborates with other Bank lines of business, as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
• Monitors and analyzes relationship plan results and account activities. Determines client profitability. Makes recommendations regarding accounts to be further developed or eliminated. Prepares various reports for management.
• Monitors portfolio for quality, risk and adherence to policy. Works closely with Portfolio Managers, Commercial Banking leadership and Credit Administration, as appropriate, to ensure sound portfolio management, client introductions and timely resolution of issues.
• Maintains an awareness of competitive products, practices, rates and changes in market areas.
• Analyzes problem credits and meets with clients to develop solutions to minimize lost exposure.
OTHER RESPONSIBILITIES
• Serves as a product specialist and a technical consultant to clients in various business segments and geographic locations. Develops and conducts client and employee training sessions and informal updates.
• Participates in civic and community affairs as appropriate.
• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED
• High school diploma or equivalent, required; undergraduate degree preferred.
• Proven Commercial Banking experience or related Business Development experience required.
• CB II - experience with more complex business and C&I Credit structuring.
• Sr CB - At least five years of commercial banking experience, or related advanced Business Development experience.
• Exceptional knowledge of commercial credit policies and procedures.
• Advanced credit analysis and accounting skills.
• Proven track record of success in a sales environment.
• Excellent verbal and written communication skills.
COMPANY PROFILE
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As
California's Local Bank
, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
Zippia gives an in-depth look into the details of Tri Counties Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Tri Counties Bank. The employee data is based on information from people who have self-reported their past or current employments at Tri Counties Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Tri Counties Bank. The data presented on this page does not represent the view of Tri Counties Bank and its employees or that of Zippia.
Tri Counties Bank may also be known as or be related to TRICO BANCSHARES, Tri Counties Bank and TriCo Bancshares.