Trustmark jobs in Houston, TX

The position is responsible for bank-wide management of multiple, complex Treasury Management products or product lines for the purpose of generating and increasing product and service revenues for the Company. Responsibilities include performing market research, defining and communicating product strategy, performing product business planning - product pricing, profitability and positioning products to facilitate Treasury Management product and service sales across the Trustmark enterprise. Responsibilities Corporate Treasury Services Product Manager II Performs market and product research evaluating market conditions and market problems in order to define, recommend and develop product opportunities and product development and distribution strategies. Research includes a full understanding of our products offered, the technology supporting the products, the competition (including other banks and other vendor solutions) along with regularly soliciting and assessing feedback from customers, Treasury Management Sales Representatives, and other sales channels (Retail Branch, Corporate Banking, Wealth Management, Insurance other partners like Operations/Technology etc.). Actively works internally with Treasury Management and Channel Sales partners (Retail Branch, Corporate Banking, Wealth Management, Insurance, other partners like Operations/Technology etc.) evaluating market and customer need, defining ideas and opportunities for the development of new products, new product packaging or new services recommending pricing, distribution and marketing strategies. Works with Sales Channel Partners to plan and develop sales plans by product, market segment and specific customer that will result in increased opportunities for Treasury Management product and service sales. As product evangelist, actively communicates and articulates the products value proposition providing continuous training as needed across the enterprise. Conducts financial analysis as required on existing and new products and services offered to determine attainable market share and ongoing revenue potential/delivery costs. Using this data, manages each product and product line as an operating business determining and assessing product profitability and ultimately defining/refining sales, marketing and delivery strategies Manages vendor and technology partner relationships as required. Attends technology and user conferences to maintain knowledge of existing applications and new technology solutions offered by our vendor partners. Perform additional duties as assigned. Corporate Treasury Services Product Manager III Goal of position is to eventually assume responsibility for the Product Management Manager role within the Corporate Treasury Management area. Oversees product and technology upgrades across the product portfolio. Works with 3rd party vendors as required to obtain documentation, APIs and requirements specifications. Facilitate the preparation of features and functionality documentation in support of the product upgrade. Coordinates new product roll-outs across CTS Sales and Support, IT, and Operations groups. Facilitates all testing and training beforehand. Clarify requirements and use cases to ensure a common understanding of project scope. Acts as key liaison and manages expectations of key sponsors and vendor partners related to timing, functionality and back-office requirements needed to support a successful go live. Front line point of contact for Issue Escalation and Resolution across product portfolio. Manages the dialogue and case tracking between FI and vendor to properly triage and revolve issues and ensure proper documentation is captured. Serves as back up for remaining products within the Corporate Treasury Services product suite. Qualifications Corporate Treasury Services Product Manager II Bachelor's degree plus 5 -8 years product management experience in a commercial banking organization Thorough knowledge of Treasury Management Products, Deposit Products, Lending Products, Internet Banking Products and Solutions - looking for someone with previous Treasury Management Product Commercialization experience in a bank size equivalent to Trustmark Possess financial analysis capability to create product business case, justification, revenue assessment and ability to manage product suite as a business line - understanding and implementing product profitability methodology Strong analytical, assessment and planning skills Creativity and ability to manage a product portfolio from solution concept to sales and support ready Strong communication skills - written and verbal to support product design, development of sales and marketing plans, sales training, ability to articulate sales strategy Spreadsheet, Word and PowerPoint expertise Proven leadership skills Corporate Treasury Services Product Manager III Bachelor's degree plus 8+ years product management experience in a commercial banking organization CTP designation 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.

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Houston. Pay Range: TX (Houston): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Posting End Date: 31 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 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.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: * Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings * Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests * Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk * Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA * Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: * Series 7, 63/65 or 66 * Displays advanced industry knowledge and understanding of investment products Desired Qualifications: * Energetic individual that is self-motivated, coachable and flexible in thought * Enjoys a fast-paced environment with changing and evolving responsibilities * Detail oriented * Invested in personal development * Consistently pursues client experience excellence * Works quickly to fulfill client needs, delivering complex solutions * Frequent communication and an abundance of discretion with sensitive information * Microsoft Word, Excel and PowerPoint experience with Salesforce a plus * Professional verbal and written communication Skills: * Account Management * Client Management * Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 37.5

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 Merchant Specialist (MS) provides merchant client advisory and solutions that address their processing needs. The MS proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with clients by working closely with Business Banking Relationship Managers and Merchant Solutions partners. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm. Candidates should possess a deep understanding of the client's payments ecosystem and the ability to consult them on ways to integrate and leverage our suite of solutions effectively. They will work across a matrixed coverage organization to deliver responsible growth and serve as the merchant point of contact for relationship management teams and leaders. This is a field-based role that requires travel to in-person meetings with clients, internal partners, and leaders within the firm. The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management and contract renewals. This role requires prospecting for existing Business Banking clients with merchant services needs, and requires knowledge of both the proprietary Bank of America Merchant Services platform as well as the Fiserv Clover platform. Responsibilities: Leverage consultative sales process and knowledge of various industries (including but not limited to healthcare, retail, restaurant) to identify clients' needs Recommend solutions that meet clients' needs with a focus on more complex opportunities and solutions Achieve sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements Build meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security Identify opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients Act as a champion for clients by connecting expertise across the company to help them achieve their goals Establish relationships with associations, centers of influence, and vendor partners and adapts to an ever-changing payment processing environment Independently identify sales opportunities from the bank's portfolio of clients Skills: Account Management Business Development Client Solutions Advisory Portfolio Management Relationship Building Client Management Portfolio Analysis Prospecting Referral Identification Referral Management Business Acumen Consulting Customer and Client Focus Fiscal Responsibility Pipeline Management Required Qualifications: 2+ years of Payments industry experience 2+ years of direct sales experience Expert knowledge of Digital Payments/Receivables, Merchant, or Treasury solutions Proven experience cultivating and strengthening client and business partner relationships Demonstrated ability to work independently with minimal supervision toward the achievement of personal and team goals Demonstrated effective communication skills, including written, oral and presentation skills Effective planning, prioritization, and time management skills Ability to quickly learn various product solutions Strong analytical and organizational skills Desired Qualifications: Consultative sales experience with Business Banking, Large Corporate, and/or Commercial Banking clients Knowledge of Fiserv systems and products, including Clover Knowledge of the Bank of America Merchant Services platform Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act/Loan Originators and FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - Sacramento - 555 Capitol Mall - SACRAMENTO MAIN OFFICE (CA3117), US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$91,100.00 - $132,200.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: Recommends financial advice and guidance that align with client financial goals and needs Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience Required Qualifications: Bilingual Spanish required. Has demonstrated experience and proven success with business-to-business sales and/or small business banking Has strong communication skills with the ability to effectively influence clients Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution Has a proven sales track record Can build productive partnerships and working relationships Is experienced with outbound phone sales Desired Qualifications: Experience with financial information, spreadsheets and financial skills Experience with in-person customer service and sales Experience working with small business clients Experience meeting or exceeding goals A working knowledge of small business products and services Skills: Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline Management Referral Management Attention to Detail Collaboration Issue Management Prospecting Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients. This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years. Responsibilities: Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities Required Qualifications: Minimum 3 years of previous business experience Demonstrates initiative/self-motivation Possesses strong interpersonal skills Possesses strong analytical and financial modeling skills Understanding of corporate financial statements Demonstrates strong critical thinking skills Demonstrates the ability to independently make decisions Desired Qualifications: Bachelor's Degree in Accounting, Finance, or related area Formal Commercial Credit Training Skills: Financial Analysis Market Analysis Client Management Capital Structure Analysis Negotiating and Influencing Relationship Building Pipeline Management Client Solutions Advisory Referral Identification Data and Trend Analysis Risk Management Business Development Data Visualization Continuous Improvement Project Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. Floaters will travel between assigned branch locations Responsibilities Coach and serve as a mentor to Relationship Bankers and Tellers Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers Handle the cash shipment and vault management for a branch Ability to handle the origination of consumer loans. Identify customer needs and make the appropriate referrals through proactive sales/service efforts Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. Deliver an exceptional customer experience that follows Trustmark's service standards Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts) Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales Making outreach calls to customers and/or prospects Comply with the bank's guidelines, policies, procedures, and standards of performance Travel between branch locations Perform additional duties as assigned Qualifications High school diploma or GED 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals. Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment Be able to register with the National Mortgage Licensing System and Registry (NMLS) Able to use basic math concepts and can handle routine transactions and close out the cash drawer Exceptional customer service skills with the ability to learn and communicate Trustmark products Pass appropriate assessment tests related to customer service and math skills Able to meet sales goals in a retail environment Basic computer skills and the ability to learn internal technology systems to perform work tasks Strong interpersonal and communication skills both verbal and written Time management skills Detail-oriented with a focus on quality and accuracy Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis Experience in maintaining and balancing a cash drawer preferred Prior supervisory experience in a retail or bank environment preferred Prior experience processing consumer or mortgage loans preferred 2 years of banking industry knowledge specifically of the Relationship Banker position preferred Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. 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.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description The International Supervision Manager ("ISM") role is a hybrid position that is responsible in performing both MSM and MCRM functions. While the role is a direct report of the International Business Segment Supervision Executive, there is a dotted matrix International Divisional Client Relationship Executive. This unique position is delegated by the (domestic/referring office) Market Executive to supervise the non-US resident clients of US based International Wealth Advisors ("IWAs") and International Financial Advisors ("IFAs"). The ISM interacts with local OMT for NRC prefixed accounts of IWA/IFAs and works directly with IWA/IFA and their support staff on Non-Resident [international] client accounts. The ISM supports the company's business objectives and contributes to branch office profitability by influencing International Financial Advisor business practices in ways that minimize regulatory, financial and reputational risks. What you'll accomplish * Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices * This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved * Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk * Coach advisors in supporting the company strategy and continuing to grow their businesses. Responsibilities: * Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel * Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures * Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct * Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses * Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience * Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products Key Qualifications for the role: * Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way * A deep appreciation and understanding of our client centric strategy * Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation * Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk * Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction * Strong time management and organization skills with the ability to prioritize appropriately Desired Qualifications: * Experience in the International Market is a plus * Bachelor's degree or equivalent work experience * Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program * Bilingual Spanish speaking preferred Skills: * Decision Making * Influence * Negotiation * Problem Solving * Risk Management * Adaptability * Business Acumen * Collaboration * Oral Communications * Relationship Building * Business Operations Management * Client Solutions Advisory * Planning * Talent Development * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

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

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships. Core responsibilities Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals). Design, create and effectively deliver presentation pieces for client meetings and national events Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships. Skills: Business Development Critical Thinking Oral Communications Presentation Skills Wealth Planning Active Listening Collaboration Customer and Client Focus Pipeline Management Written Communications Adaptability Attention to Detail Issue Management Prioritization Desired Skills: 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals Strong Tax, legal research and writing skills Series 7 & 66 or the ability to obtain these within 120 days Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher) Minimum Education Requirement: Law degree required The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Shift: 1st shift (United States of America) Hours Per Week: 40

The purpose of this job is to provide support for multi assigned Commercial Relationship Managers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products. Support should be provided in all aspects of the commercial lending process to include successful loan closings, and portfolio management subsequent to loan closings. This position will get instructions from the Commercial Banking Support Manager while supporting the assigned Commercial Relationship Managers. Responsibilities Provide administrative support for the department. Duties include, but not limited to answering phones and referring calls to appropriate staff, coordinating officer calendars and scheduling appointments, preparing correspondence, memos, reports, ordering supplies and maintenance requests, training new associates, opening and distributing mail, and preparing expense reports Gather information and prepare loan applications, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts Interface with other departments including branch personnel, Loan Operations, Central Document Processing (CDP), Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, Credit Analysis and Credit Operations, and the Legal Department Assisting customers with general banking functions (post close) as needed including transferring funds, wires, and balancing checking accounts Provide excellent customer service to all clients, internally and externally Perform additional duties as assigned. Qualifications High school diploma Minimum of two (2) years of previous experience as a business banking assistant or relevant general banking or general assistant experience Accounting and mathematical aptitude Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following: Excellent interpersonal skills Good organizational skills with demonstrable ability to multitask Good communication skills (verbal and written) while demonstrating ability to use lending terminology Good time management skills Intermediate computer skills, including function ability with Word, Excel, and preferably other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks (typing skills- test 30 wpm) MUST be able to exercise confidentiality with sensitive information Preferred: 2-year degree with business administration emphasis Knowledge of general banking and business banking procedures and practices Level II additional qualifications: Minimum of five (5) years of experience as a Community Banking Assistant I or proven equivalent Knowledge of advanced banking and commercial lending procedures and practices Familiarity with legal concepts involving commercial lending and knowledge of when and whom to forward escalated concerns. Functional understanding of UCCs, Deeds of Trust, Borrowing Base Certificates, Letters of Credit, and Sweep Accounts Advanced computer skills, including proficiency in Word, Excel, PowerPoint, and other bank systems (such as nCino, OnDemand, Outlook,) necessary to perform tasks. Preferred: College degree 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.

2027 Investment Banking Summer Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. Investment banking Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. Program overview This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. What to expect The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: Supporting financial analysis and contributing to transaction execution Conducting company and industry research Assisting in the preparation of client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development. Is this program right for you? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required qualifications 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired qualifications Strong academic achievement Bachelor's degree with expected graduation between December 2027 - June 2028 Demonstrated interest in finance and financial markets Strong analytical and communication skills Proven ability to take on significant responsibility Relevant internship experience Ability to work effectively both independently and in teams Proficiency in Microsoft Office (Excel, PowerPoint, Word) Program Locations Primary location is Houston, TX. Pay Range $53/hour Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Posting End Date: 29 Apr 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 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.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: Series 7, 63/65 or 66 Displays advanced industry knowledge and understanding of investment products Desired Qualifications: Energetic individual that is self-motivated, coachable and flexible in thought Enjoys a fast-paced environment with changing and evolving responsibilities Detail oriented Invested in personal development Consistently pursues client experience excellence Works quickly to fulfill client needs, delivering complex solutions Frequent communication and an abundance of discretion with sensitive information Microsoft Word, Excel and PowerPoint experience with Salesforce a plus Professional verbal and written communication Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 37.5

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. Floaters will travel between assigned branch locations Responsibilities Coach and serve as a mentor to Relationship Bankers and Tellers Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers Handle the cash shipment and vault management for a branch Ability to handle the origination of consumer loans. Identify customer needs and make the appropriate referrals through proactive sales/service efforts Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. Deliver an exceptional customer experience that follows Trustmark's service standards Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts) Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales Making outreach calls to customers and/or prospects Comply with the bank's guidelines, policies, procedures, and standards of performance Travel between branch locations Perform additional duties as assigned Qualifications High school diploma or GED 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals. Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment Be able to register with the National Mortgage Licensing System and Registry (NMLS) Able to use basic math concepts and can handle routine transactions and close out the cash drawer Exceptional customer service skills with the ability to learn and communicate Trustmark products Pass appropriate assessment tests related to customer service and math skills Able to meet sales goals in a retail environment Basic computer skills and the ability to learn internal technology systems to perform work tasks Strong interpersonal and communication skills both verbal and written Time management skills Detail-oriented with a focus on quality and accuracy Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis Experience in maintaining and balancing a cash drawer preferred Prior supervisory experience in a retail or bank environment preferred Prior experience processing consumer or mortgage loans preferred 2 years of banking industry knowledge specifically of the Relationship Banker position preferred Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. 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.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: * Recommends financial advice and guidance that align with client financial goals and needs * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities * Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs * Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs * Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience Required Qualifications: * Has demonstrated experience and proven success with business-to-business sales and/or small business banking * Has strong communication skills with the ability to effectively influence clients * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution * Has a proven sales track record * Can build productive partnerships and working relationships * Is experienced with outbound phone sales Desired Qualifications: * Experience with financial information, spreadsheets and financial skills * Experience with in-person customer service and sales * Experience working with small business clients * Experience meeting or exceeding goals * A working knowledge of small business products and services * Bilingual Spanish skills Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

The purpose of this job is to personally generate mortgage volume while overseeing and managing the origination staff, including loan originators, loan processors, and other support staff as necessary. Responsibilities Problem resolution for loans in process. Negotiate pricing within limits set by department management. Judge documentation adequacy, address improvement needs. Train originators on policies, procedures, business development and realtor relations. Gathering application data/providing info to prospects. Assisting or supervising the processing of the loan files. Dealing with staffing/HR/operations /compliance. Perform additional duties as assigned. Qualifications Thorough knowledge of FHA/VA & conventional mortgage guidelines Must know all consumer disclosure requirements and compliance regulations regarding home loans Selling skills/Management skills Communication skills Time management principles to prioritize workload Junior college/Two-year college training with at least 5 years 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.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. Responsibilities * Identify customer needs and make the appropriate referrals through proactive sales/service efforts. * Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. * Deliver exceptional customer experience that follows Trustmark's service standards. * Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts). * Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed. * Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales. * Making outreach calls to customers and/or prospects. * Comply with the bank's guidelines, policies, procedures, and standards of performance. * Perform additional duties as assigned. Qualifications * High school diploma or GED * One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable). * Able to use basic math concepts and can handle routine transactions and close out the cash drawer * Exceptional customer service skills with the ability to learn and communicate Trustmark products * Pass appropriate assessment tests related to customer service and math skills * Able to meet sales goals in a retail environment * Basic computer skills and the ability to learn internal technology systems to perform work tasks * Strong interpersonal and communication skills both verbal and written * Time management skills * Detail-oriented with a focus on quality and accuracy * Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis Preferred: * Experience in maintaining and balancing a cash drawer Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. 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