Trustmark jobs in Birmingham, AL

The Middle Market and Corporate Banking Portfolio Manager is responsible for collaborating with Middle Market and Corporate Banking Relationship Managers on deal structure and underwriting efforts. Prepares a well written Loan Presentation and Deal Vetting Memoranda. Monitors loan covenant compliance, financial exception reporting, and collateral exception reporting. This role will also ensure timely reviews and renewals of corporate loans, regularly accompany the Middle Market and Corporate Banking Relationship Manager on development calls, attend client meetings and Credit Committee, and cross sell bank products and services. Responsibilities Assessment of credit quality and proper risk rating for Middle Market and Corporate Banking loan portfolio. Determination of data required for loan packages. Portfolio management decisions. Determination of which existing customers would be potential candidates for expanded services in collaboration with the Middle Market and Corporate Banking Relationship Manager. Practice corporate portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, collateral analysis, past due notice management, etc. Work with Audit, Loan Review and the OCC as needed. Monitors loan compliance covenant, financial and collateral exceptions, and past dues. Makes joint calls with the Middle Market and Corporate Banking Relationship Managers to gather information for the client; goes on follow-up calls as needed. Promotes customer relations. Level II Additional Responsibilities Time management. Work with Middle market and Corporate Banking personnel on a day-to-day basis to continue learning the fundamentals of loan portfolio management, loan structuring, loan underwriting, risk analysis, identification of risk rate, packaging and presentation, portfolio management, review loan documentation, engaging Counsel (if needed or required) with oversight from an experienced Corporate Portfolio Manager. Continue learning and assisting with monitoring loan covenant compliance, financial and collateral exceptions, and past dues. Assessment of credit quality and proper risk rating for Middle Market and Corporate Banking loan portfolio. Determination of data required for loan packages. Portfolio management decisions. Determination of which existing customers would be potential candidates for expanded services in collaboration with the Middle Market and Corporate Banking Relationship Manager. Practice corporate portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, collateral analysis, past due notice management, etc. Work with Audit, Loan Review and the OCC as needed. Monitors loan compliance covenant, financial and collateral exceptions, and past dues. Makes joint calls with the Middle Market and Corporate Banking Relationship Managers to gather information for the client; goes on follow-up calls as needed. Promotes customer relations. Qualifications Bachelor's degree in Business, Finance, and Accounting related field, or equivalent experience. Minimum of three years (3) of corporate lending/credit experience. Experience with corporate, real estate or corporate lending risk analysis Well-developed understanding of Corporate Lending and credit approval process as well as pertinent bank policies and external regulations Detailed knowledge of credit analysis practice and procedure Familiarity with products and services offered by financial services institutions Effective oral and written communication skills Excellent interpersonal skills Developed decision making Proven ability to build relationships Time management/organization skills Computer skills to include word processing and spreadsheet application Effective analytical skills Ability to interact with external and internal customers Level II Additional Qualification Minimum of five years (5) of corporate lending/credit experience. Fully developed understanding of corporate lending and credit approval process as well as pertinent bank policies and external regulations Strong oral and written communication skills Strong analytical skills Experience with corporate, real estate or corporate lending risk analysis Fully developed understanding of lending and credit approval process as well as pertinent bank policies and external regulations Detailed knowledge of credit analysis practice and procedure with understanding of complicated credit structure Familiarity with products and services offered by financial services institutions Strong oral and written communication skills Excellent interpersonal skills Developed decision making Proven ability to build relationships Time management/organization skills Computer skills to include word processing and spreadsheet application Strong analytical skills Ability to interact with external and internal customers Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

About this role: Wells Fargo is seeking an Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Participate in soliciting residential mortgages from various sources Produce high quality loans which are compliant and provide excellent customer service Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans Understand real estate appraisals, title reports, and real estate transactions Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources Excellent verbal, written, and interpersonal communication skills Mortgage industry experience Knowledge and understanding of sales prospecting and generating referrals Experience developing and cultivating professional relationships Customer service experience Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Ability to lift 20+ pounds Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled Posting End Date: 27 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Birmingham, Alabama **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** The Commercial Credit Officer (CCO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real estate loans, and syndicated loans. The CO manages all of the ancillary credit exposure to clients. The CO maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the market. **Responsibilities:** + Manages the credit process for a portfolio of clients + Negotiates credit documentation + Leads the credit and risk approval processes + Builds relationships with existing and prospective clients + Mentors and supports associates + Provides capital structure solutions **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + Risk Management + Underwriting + Account Management + Credit Documentation Requirements + Credit and Risk Assessment + Decision Making + Issue Management + Analytical Thinking + Coaching + Collaboration + Critical Thinking + Customer and Client Focus **Required Qualifications:** + 10+ years of solid Commercial Banking experience + Experience in financial analysis, structuring, underwriting and portfolio management + Analytical/technical skills, including financial accounting, modeling and loan structuring + Strong communication skills; ability to communicate vertically, horizontally, and externally + Industry knowledge across multiple sectors **Minimum Education Requirement:** BA/BS Degree Desired **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.

The purpose of this job is to manage and promote community lending products and activities throughout the Trustmark National Bank service area, with a focus on assisting borrowers in low to moderate and majority-minority census tracts to originate mortgage loans. Responsibilities * Make recommendations regarding the participation in community-based activities that best meet Trustmark's overall financial goals * Determine best loan products for customers * Devise marketing plans to seek referrals from various sources * Work with local, state, and Federal Agencies, non-profits in the creation of products and services designed for the low to moderate income borrowers * Originate and promote Trustmark's Community Lending Loans and Products * Work with housing related entities in educating and promoting home ownership * Coordinate and assist the mortgage dept. in the origination and servicing of Community lending products and services * Work with the Credit and Compliance dept. in assuring adherence to regulatory and best practice policies and procedures Qualifications * Knowledge and experience in the origination, processing, and servicing of mortgage loans * Ability to work and identify with a varied group of borrowers, housing related entities and other community-based organizations * Working knowledge of financial compliance and regulatory requirements * Ability and willingness to stay abreast of changes throughout the community and industry * Analytical skills * Leadership skills * Interpersonal skills * Junior college/Two-year college training or equal mortgage production experience Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

The purpose of this job is to provide technical expertise and assistance in all aspects of moving loan applications through the real estate loan process to successful closing and provide assistance with portfolio management after the loans are closed. **This position may be filled as a Level I or II. Additional responsibilities and qualifications apply. Responsibilities All activity involved from taking the real estate loan application and moving it to and beyond the closing. This could involve but would not be limited to, packaging, assembly, review and analysis, delivery to loan officer, completion of requirements for delivery to CDP, actual closing activity, loan booking and final review to perfection. To assist with all activity after loan closing to successfully service and manage real estate portfolio. This could involve but would not be limited to, booking documentation, processing draws, exception processing for financial statements and collateral documents, follow-up on recordings, appraisals, insurance, and other financial documentation. Perform various administrative duties as needed for lenders and managers to allow them to spend maximum time on sales development and service activity. Customer service duties as well as the making of referrals/leads to officers and other divisions. Perform additional duties as assigned. Level II additional responsibilities: Responsible for assisting with all activity after loan closing to successfully service and manage1real estate portfolio, including processing draws and exceptions, reviewing credit ratings, tracking commitment letters and expirations, past dues, etc. Responsible for coordination and perfection of loan documentation after approval, including attorney, inspector, etc. Responsible for reviewing credit rating/recommendations, ensuring timely renewals, modifications, extensions, etc. Managing loan renewals, including negotiating terms and handling renewal through the approval process and closing. Responsible for ensuring accuracy in portfolio, past dues, exceptions, and other responsibilities directly related to portfolio management. Responsible for representing CRM in OCC and Loan Review, as needed, as it related to portfolio quality and exceptions. Training and possible management of REA (level I) and RE Secretaries as assigned Qualifications Junior college/two-year college training or equivalent job related experience (including documentation, customer contact, loan closing, etc.) Two years knowledge of commercial real estate collateral, security documentation, lien perfection requirements, and loan compliance regulations required Knowledge of bank policies, procedures, and commercial loan software preferred OR Retail Bank knowledge including product knowledge and sales skills Knowledge of commercial real estate loan documentation preferred Interpersonal Skills Organizational Skills Communication Skills - verbal and written Time management skills Excellent computer skills in Microsoft Word and Excel Level II additional qualifications required: Minimum two (2) years prior experience as a Real Estate Assistant I or experience in commercial real estate collateral, security documentation, lien perfection requirements, and loan compliance regulations The ability or experience working with loan systems to help bring loan packaging requirements to completion. In-depth and functional understanding of Commercial Real Estate and hands-on experience in related loan documentation Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank. * Learn about our treasury management process. * Assist Retail and Lending with analysis of new market. * Assist in identifying opportunities for sales in new market. Required Skills: * Excellent verbal and written communications skills. * Proficiency in Microsoft Office product suite. * Detail oriented and organized. * Ability to work independently or in a team setting. Problem solving skills. * Displays a high level of confidentiality. Required Experience: * High school diploma or GED. * Enrollment in a 2 or 4-year degree program. * Enrollment in a 4-year college or university with a concentration in Economics, Finance or Business preferred.

About this role: Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join our team, focused on serving companies across Alabama and Mississippi with annual revenues typically up to $100 million, who will bring strong credit expertise and deep product knowledge to drive new business development and build a high-quality portfolio. Learn more about the career areas and business divisions at wellsfargojobs.com In this role, you will: Drive strategic customer selection by focusing on companies with annual revenues typically up to $100 million, aligning with growth objectives and market opportunity Proven ability to develop and grow client relationships through a well-established professional network in markets across Alabama and Mississippi, supporting targeted business development and client acquisition efforts Execute proactive customer engagement strategies to build comprehensive C&I relationships Acquire, deepen, and retain client relationships through a disciplined and strategic outreach approach Build comprehensive, cross-product relationships with core C&I prospective clients to drive long-term value Position Wells Fargo as the primary or sole banking partner by developing holistic client relationships Deliver proactive strategic guidance, insights, and thought leadership to add value and strengthen client partnerships Leverage CRM tools effectively to manage and track customer and prospect interactions Maintain accurate and complete relationship records to ensure visibility and continuity across teams Document client engagement and calling activity in a timely and precise manner Apply a disciplined approach to pipeline management to drive consistent business development results Collaborate with internal partners to identify and recommend best-fit solutions tailored to client needs Foster strong, cross-functional partnerships to enhance client experience and deliver integrated solutions Required Qualifications: 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Completion of formal credit training program Commercial banking account relationship management experience for companies with annual revenues typically up to $100 million Established local in-market network with demonstrated knowledge of markets across Alabama and Mississippi Demonstrated experience generating new client relationships, building and retaining long-term client relationships Ability to drive new client acquisition by partnering across teams to cross-sell solutions, prioritize prospects, develop pursuit strategies, craft proposals, and lead onboarding through successful conversion Experience identifying and mitigating risk, ensuring compliance with processes and procedures Proven experience managing commercial banking relationships with a focus on client growth and retention Excellent verbal, written, and interpersonal communication skills Strong time management, organizational, and prioritization skills Self-motivated and able to work independently with minimal supervision Proven ability to build and maintain effective internal partnerships across functional teams History of successful sales pipeline management and consistent performance Strong in-market presence with an established network to support business development efforts Job Expectations: This position is not eligible for Visa sponsorship 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 Ability to travel up to 50 % of the time #CommercialBanking Location: 1901 6th Avenue North- BIRMINGHAM, AL 35203 Posting End Date: 5 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: * Participate in building relationships with customers and spend time understanding required needs * Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs * Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers * Present recommendations for resolving inquiries and service requests regarding customers' accounts * Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers * Provide information to internal partners and external sources to further enhance the customer experience * Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs * Provide self-service digital banking options to customers * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience * 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration * State Insurance license(s) * Customer service focus with experience handling transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Strong verbal, written, and interpersonal communication skills * Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business * Ability to be proactive, innovative, and creative in meeting customer and enterprise needs * Ability to make client calls and actively participate in the sales development process * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer- coaching * Experience assessing customer needs and recommending products/services to fulfill those needs * Experience using business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees Job Expectations: * Ability to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required * For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment * State Insurance license(s) are required for this role and must be completed within a specified period * Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards * A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting End Date: 4 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipeline for all originated loans through closing and complete required management reports. Communicate with branches and/or applicants of providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant's and support staff's expectations. Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Mortgage Loan Originator At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Birmingham, Alabama 35209 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At 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** U.S. Bank is currently seeking Embedded Payment Consultants to join the Embedded Team. This is a customer facing sales/relationship role that leverages all works with existing channels within USBank to achieve sales and revenue goals. By leveraging sales teams and account representatives, the ideal candidate will work with and _through_ these channels to sell the represented products and services. The position is expected to meet directly with internal teams as well as have direct customer facing responsibilities. He/she will be responsible for displaying a comprehensive understanding of the technical aspects of our company's products and services and how they integrate into the customer's operations, consistent with a bundled or solution-oriented approach to obtaining new business. Additional responsibilities include: + Comfortable working through preestablished sales channels to bring and sell solutions to end customers. + Demonstrated ability to build customer confidence in the Banks technical solutions, addressing technical objections/concerns from the customers perspective throughout the sales cycle. + Conducts pre-proposal discussions with potential customers either in person or via video conference call. + Develops and delivers customized client proposals, demonstrations, and presentations. + Consults in technical sales strategy for customers. + Consults to internal Bank channels to help identify and uncover opportunities. + Willing to and enjoying selling as part of a team. + Assists in proposal preparation, pricing recommendations, and implementation support; and Trains sales team(s) with product technical details. Basic Qualifications - Bachelor's degree, or equivalent work experience - Ten or more years of related experience, preferably in selling multiple, complex integrated solutions to a variety of customers - Ability to think outside the box - He/she must be comfortable being an integral part of a high performing team and working in a high growth environment Preferred Skills/Experience + Demonstrated consultative, solutions-based selling background and experience + Proficient technical and analytical acumen + Specialized knowledge of products and solutions in primary area of responsibility, as well as related products and solutions offered by other Bank lines of business. + Expert proficiency demonstrating complex/software-based solutions + Proficient in working effectively with a variety of function groups to assemble customer solutions + Excellent presentation, training, and verbal and written communication skills + Ability to travel up to 25% If you enjoy working autonomously while being part of a team, is customer focused and enjoy working in a dynamic fast-paced environment; want a role where you can _really make an impact_ - please apply. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **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 law U.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 E-Verify program (********************************************************************** . 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 package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At 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, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. 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. Try new things, learn new skills and discover what you excel at-all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. **Job Description** Ready to help health systems make every patient payment simpler and more secure? In this consultative sales role, you'll open new relationships and modernize how healthcare organizations accept, post, and reconcile payments, improving cash flow while elevating the patient experience. You'll lead the full cycle: identifying prospects, engaging C‑suite and end‑users across Revenue Cycle, Patient Financial Services, Treasury, IT, and Finance, tailoring proposals and demos, and negotiating long‑term partnerships. Backed by Elavon's scale, payment security leadership, deep healthcare expertise, and strong technology integrations, you'll turn insights into outcomes that matter for providers and patients alike. As a Healthcare Payments Business Development Officer, you will develop new business by identifying prospects and initiating contact for new healthcare payments business. This includes responsibilities like conducting onsite, telephone or virtual meetings with prospective clients to explain the company's healthcare payment services and assists clients in evaluating their needs. In this role, you develop and deliver customized client proposals, demonstrations and presentations. Additionally, you will complete contract negotiations and secure commitment to long term Elavon relationship, as well as establish and maintain a network of key people in the industry and community. **This position is available to telecommute in all states except Alaska and Vermont.** Basic Qualifications + Bachelor's degree, or equivalent work experience + Seven or more years of solution sales experience (payment and healthcare preferred) Preferred Skills/Experience + Well-developed sales and new business development skills + Thorough knowledge of healthcare payment products, services, operations, policies and procedures + Ability to sell to C-suite and end-user buyers and influencers in these disciplines: Revenue Cycle Management, Patient Financial Services, Treasury, Information Technology and CFO + Ability to generate leads, create needs analysis, develop proposals, and conduct technical product demonstrations + Ability to negotiate and execute contracts + Excellent interpersonal, verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **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 law U.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 E-Verify program (********************************************************************** . 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 package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

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. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to * Unlimited potential for financial growth. * A strong referral base from across the business through our relationship with one in every two households. * Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. * Robust marketing support to reach wider audiences with greater appeal. * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that * Believes in responsible growth and has a proven dedication to supporting the communities we serve. * Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. * Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. * Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: * Displays confidence working in a sales role * Builds strong client relationships through effective communication and collaboration * Displays a proactive mindset and effective time management * Demonstrates a results-driven mindset and prioritizes client interests * Identifies appropriate client solutions through application of learnings and new information * Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Learns and adapts to new technology or applications * Executes multiple tasks simultaneously This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager role, based on branch vacancy. Employees who are currently in an Associate Branch Manager (ABM) or Branch Manager (BM) role with Wells Fargo at the time of hire will not participate in the Branch Manager Readiness program. Our Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also driving accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch. **In this role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially + Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives + Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience + Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience + Mentor and guide talent development of direct reports and assist in hiring talent + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 2+ years of leadership experience **Desired Qualifications:** + Management experience including hiring, coaching, and developing direct reports + Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success + Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives + Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business + Experience building and maintaining effective relationships with customers, internal partners and within the community + Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers + Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking + Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention + Ability to interact with integrity and professionalism with customers and employees + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************ ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting End Date:** 23 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-510451

Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs. Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met. Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Actively collaborates with other lines of business to ensure the clients specific needs are met. Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners. Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties. Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit. Monitor outstanding loans and take necessary collection actions on past dues. Educates the borrower on business line process, structure, and set expectations. Analyzes, determines eligibility, originates, and structures loan requests. Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed. Recommends approval of customer applications for commercial loans.

Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At 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** Manages a staff of professional Credit Analysts who are responsible for determining what information is necessary for performing a credit quality analysis and gathering, analyzing and interpreting that information. May involve analyzing either an existing loan portfolio or a prospective loan in order to maximize credit quality and minimize risk and potential losses. Acts as a consultant in the area of credit quality analysis and develops and communicates a consistent way of evaluating credit quality within the organization. Manages the design, development and implementation of computer systems used for managing credit information and analyzing credit data. Basic Qualifications - Bachelor's degree, or equivalent work experience - Eight to 10 years of relevant experience Preferred Skills/Experience - Thorough knowledge of credit, accounting, credit policy and financial statement analysis - Proficient analytical skills related to reviewing various forms of asset collateral documentation - Well-developed ability to analyze credit decisions, including consumer, commercial, real estate and international finance - Strong management, organizational and leadership skills - Effective interpersonal and verbal and written communication skills - Two to four years of leadership experience If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **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 law U.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 E-Verify program (********************************************************************** . 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 package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

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. 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: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40

About this role: Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for the Southeast Centralized Division Portfolio, primarily serving clients with revenues ranging from $10MM to $50MM. Learn more about career areas and business divisions at wellsfargojobs.com In this role, you will: * Independently retain and reactively grow client relationships by applying strong relationship‑management skills, understanding client needs and priorities, responding quickly, communicating proactively and strategically, managing expectations, and consistently soliciting feedback. * Participate in the structuring, modification, and renewal of moderately complex cash‑flow, real‑estate, and industry‑specific credit solutions by conducting financial analysis, preparing client presentations, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions * Review, understand, and offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients to meet moderately complex needs that require an in-depth evaluation by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions * Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements * Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo's business objectives by helping clients navigate Wells Fargo's processes, escalating client inquiries when needed, identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues * Depending on portfolio needs, partner with in‑market managers and CBO Leadership, to deepen in‑market knowledge, grow skills for supporting larger and more complex clients, and assist with complex credit solutions to strengthen overall credit capabilities. * Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems/maintain standards of care * Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively Required Qualifications: * 4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management * Completion of formal credit training program * Commercial banking account relationship management experience for clients with annual revenue from $10MM to $100MM * Demonstrated experience working collaboratively to deliver the organization to clients and prospects * Experience identifying and mitigating risk, ensuring compliance with processes and procedures * Excellent verbal, written, and interpersonal communication skills * Ability to document activity accurately and uphold standards of care ("SOC") while maintaining disciplined sales, pipeline, and relationship‑planning practices at direction of CBO Leadership Job Expectations: * This position is not eligible for Visa sponsorship * 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 * Ability to time ability to travel within 90 miles of targeted market #CommercialBanking Location: * 550 S Tryon Street- CHARLOTTE, NC 28202 * 171 17th St NW - ATLANTA, GA 30363 * 620 N Jeff Davis Drive- FAYETTEVILLE, GA 30214 * 1901 6th Ave N- BIRMINGHAM, AL 35203 * 3100 West End Ave- NASHVILLE, TN 37203 Posting End Date: 5 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Responsibilities include but are not limited to: Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank. Develop network of external referral sources/center of influence (COI's) in order to attract new clients. Maintain, grow and service assigned portfolios and appropriately cross sell other bank products. Overall accountability for driving the profitability, quality, and growth of portfolio. Negotiates terms (collateral, covenants, pricing and other components) of lending agreements with clients/prospects to properly structure and price credit facilities consistent with the bank's credit policies and lending practices. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality. Bears overall responsibility for the loan closing process and attends loan closings ensuring legal documents reflect all terms as agreed to by customer/prospect and approved by the bank, in addition to making sure required documents and signatures are in place for loan closing and to ensure loans are closed properly.

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: The Commercial Credit Officer (CCO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real estate loans, and syndicated loans. The CO manages all of the ancillary credit exposure to clients. The CO maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the market. Responsibilities: Manages the credit process for a portfolio of clients Negotiates credit documentation Leads the credit and risk approval processes Builds relationships with existing and prospective clients Mentors and supports associates Provides capital structure solutions Skills: Client Solutions Advisory Financial Analysis Loan Structuring Risk Management Underwriting Account Management Credit Documentation Requirements Credit and Risk Assessment Decision Making Issue Management Analytical Thinking Coaching Collaboration Critical Thinking Customer and Client Focus Required Qualifications: 10+ years of solid Commercial Banking experience Experience in financial analysis, structuring, underwriting and portfolio management Analytical/technical skills, including financial accounting, modeling and loan structuring Strong communication skills; ability to communicate vertically, horizontally, and externally Industry knowledge across multiple sectors Minimum Education Requirement: BA/BS Degree Desired Shift: 1st shift (United States of America) Hours Per Week: 40