Umpqua Bank jobs in Walnut Creek, CA

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A Construction Disbursement Loan Administrator II is responsible for managing a complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank's interest through proper documentation, ensuring all approved terms and conditions are properly implemented throughout the administration of the construction loan and the accompanying draws. Responsible for the review and transaction processing of complex commercial construction loans and draw packages (CRE, multifamily, healthcare, industrial, retail, etc.) in accordance with the organization's workflow, ensuring regulation, policy, and procedures/ practices are followed. May serve as a subject matter expert (SME) in disbursement administration both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies. Participate in projects and/or project teams within division and across departments with intentional collaboration across all channels. Monitor loans in process, maintain pipeline reports regularly and maintain an active role in team meetings. Monitor, collect, and review required due diligence items as applicable Engage and coordinate third party consultants for cost reviews and/or site inspections and ensure timely delivery of reports Coordinate receipt of borrower draw request packages, review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements. Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed. Work in partnership with deal team to review and analyze land surveys, construction contracts, construction schedules, environmental assessments, project cost reviews, building inspection reports, etc., to ensure all construction draws are funded in accordance with the required guidelines Maintain loan files and draw files with sufficient documentation for third-party review and prepare files for timely audits Analyze proposed construction budgets to ensure all appropriate project-related costs and sources of funds are accounted for Analyze the final settlement statement and/or internal disbursement summary to confirm all fees paid at closing are included in the construction budget and the construction budget remains in balance at closing and throughout the construction loan term Analyze and reconcile construction draw requests, including recommending approval of the funding draws and obtaining all required approvals Analyze and review monthly site inspections and title endorsements, as applicable, to assess and identify project risks Create and maintain a bank budget for tracking all construction draws and interest reserve advances in the form of an excel document or construction loan management system. Practice clear and open communication with customers and internal partners via telephone, email, and in person during all phases of the draw process Monitor and manage interest reserve budgets and payments until the budget is fully disbursed Other responsibilities as assigned All associates are responsible for completing internal controls as part of performing their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: H.S Diploma/GED. Req 5 years of experience in commercial real estate, construction loan administration, or a related field, including project management/management experience. Required 2-4 years of Title and escrow experience Preferred Demonstrated knowledge of title, escrow, survey, and loan documentation preparation Demonstrated knowledge of all operational systems, procedures, construction guidelines, and/or services supported by the Bank's Construction Loan Administration Department Demonstrated working knowledge of construction industry and construction lending, including multi-phased construction and multiple collateral properties Excellent organizational and project management skills Excellent computer skills, including using Precision, AccuDraw (or similar construction draw monitoring software), PowerPoint, Excel, and creating links and fillable PDF documents Excellent technical expertise in construction draw administration functions Demonstrated working knowledge of commercial real estate documentation, accounting, processes, procedures, and data systems Excellent customer relations skills Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization Detail-oriented Demonstrated ability to effectively multi-task and maintain a high level of organization Demonstrated knowledge of accounting principles and loan accounting systems Job Location(s): Ability to work fully onsite at posted location(s). Mountlake Terrace, WA Walnut Creek, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 - $105,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Compensation Type: Hourly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: The Lead Spa Attendant is responsible for overseeing the day-to-day operations of the spa's attendant team to ensure an exceptional, luxurious guest experience. This role supports the Spa Leadership team, maintains the highest standards of cleanliness and presentation, and ensures smooth coordination between spa reception, treatment providers, housekeeping, and facilities. The Lead Spa Attendant models elevated service standards and plays a key role in training, mentoring, and scheduling the attendant team. Responsibilities: • Welcome guests warmly and anticipate their needs to ensure a seamless and personalized spa journey. • Escort guests throughout the spa, ensuring they are comfortable, informed, and well cared for. • Maintain pristine locker rooms, relaxation lounge, wet areas, and amenities throughout the day. • Respond promptly to guest requests, preferences, and concerns, escalating to management when needed. • Ensure all amenities, towels, refreshments, and supplies are fully stocked and beautifully presented. • Serve as the primary contact and supervisor for spa attendants during assigned shifts. • Assist the Spa Management team in maintaining daily operational standards, facility cleanliness, safety, and ambiance. • Monitor workload and adjust attendant assignments to ensure efficient and balanced coverage. • Coordinate with Housekeeping, Engineering, and Front Office to resolve operational needs. • Help manage locker assignments, inventory controls, and amenity orders. • Lead by example, demonstrating luxury service standards, grooming, and professionalism. • Train new spa attendants on protocols, guest experience guidelines, safety procedures, and product knowledge. • Assist in daily shift briefings and communicate all updates, service notes, and operational priorities. • Ensure all health, hygiene, and safety standards are upheld, including proper sanitation of wet areas, lockers, and relaxation spaces. • Confirm that spa equipment, steam/sauna rooms, and public areas are functioning properly; report issues immediately. • Support adherence to OSHA, local regulations, and property-specific safety protocols. • Assist with inventory tracking, ordering, and monthly counts. • Update checklists, SOPs, and attendant guides as needed. • Support special events, VIP arrangements, and seasonal promotions. • Perform other tasks as assigned to ensure smooth spa operations. Qualifications: • Previous experience in luxury hospitality, spa, or wellness environments required. • Minimum 1 year of experience as a Spa Attendant. • Strong communication, organization, and guest-service skills. • Ability to anticipate guest needs and deliver elevated, intuitive service. • Comfortable working in wet areas (sauna, steam, pools) and able to lift up to 30 lbs. • Flexible schedule, including weekends and holidays. • Warm, polished demeanor and professional presence. • High attention to detail and passion for maintaining a serene, luxurious environment. • Team-oriented, supportive, and proactive. • Strong problem-solving skills and ability to remain calm under pressure.

Compensation Type: Hourly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: The Lead Spa Guest Services Coordinator oversees daily spa front desk operations, membership services, and guest-facing functions to ensure an exceptional, seamless, and luxurious experience. This leadership role supports the Spa Management Team by supervising the Guest Services team, optimizing reservations, managing member relations, and ensuring elevated service standards. The Lead Coordinator also serves as Manager on Duty (MOD) as assigned, ensuring smooth operations, guest satisfaction, and staff support. Responsibilities: • Provide warm, sophisticated, and anticipatory service to all spa guests and members. • Handle guest concerns professionally, resolving issues promptly and thoughtfully. • Oversee VIP arrangements, personalization, and special requests. • Ensure guest preferences are accurately captured and communicated to therapists and attendants. • Maintain a calm, beautifully presented front-of-house environment. • Serve as the primary point of contact for spa members, ensuring a high-touch, relationship-driven experience. • Manage new member onboarding, including orientations, benefits explanations, paperwork, and welcome experiences. • Track member usage, preferences, service frequency, and feedback to enhance long-term retention. • Oversee member billing, renewals, holds, cancellations, and benefit fulfillment. • Support member-only events, promotions, and exclusive spa access periods. • Ensure all membership information is accurate, confidential, and up to date. • Monitor member amenities, lockers, and personalized touches to ensure consistency with luxury standards. • Lead the daily operations of the guest services desk, ensuring accuracy and elevated hospitality. • Optimize treatment scheduling to enhance therapist productivity and guest satisfaction. • Oversee communications, bookings, confirmations, modifications, and group reservations. • Ensure accuracy in check-ins, check-outs, payments, and recordkeeping. • Maintain polished execution of opening and closing procedures. • Act as the on-site leader in the absence of the Spa Manager or Director. • Oversee all spa operations during assigned MOD shifts, including front desk, locker rooms, treatment flow, and guest interactions. • Support attendants and therapists with coverage decisions, scheduling adjustments, and service recovery. • Handle escalated guest concerns with discretion and professionalism. • Perform facility walkthroughs to ensure cleanliness, ambiance, safety, and readiness. • Communicate all operational notes and incidents in detailed MOD reports to leadership. • Assist with emergency procedures, safety compliance, and coordination with other departments. • Train and mentor new Spa Receptionists in luxury service, systems use, and spa protocol. • Provide ongoing coaching and feedback to support performance and professional growth. • Lead daily shift briefings and ensure consistent communication across teams. • Assist with onboarding of new hires. • Recommend treatments, enhancements, retail products, and memberships to support revenue goals. • Ensure retail areas are beautifully presented, organized, and fully stocked. • Participate in inventory counts, restocking, and reporting. • Monitor booking patterns to identify opportunities for upselling and revenue optimization. • Liaise with therapists, attendants, food and beverage, housekeeping, and engineering to maintain flawless operational flow. • Manage late arrivals, no-shows, and schedule adjustments professionally and consistently. • Ensure compliance with safety guidelines, spa SOPs, and brand standards. • Assist with events, promotions, and seasonal activations. • Handle payment processing, cash-handling, and reporting with accuracy and integrity. • Maintain confidentiality of all guest and member information. • Review daily revenue, productivity, and booking reports. • Assist the Spa Management Team with administrative tasks as needed. Qualifications: • 1-2+ years of luxury spa, retail, hospitality front desk, or concierge experience. • Previous supervisory or lead experience highly preferred. • Proficiency with spa software (SpaSoft, Book4Time, Mindbody, or similar). • Strong communication, organization, and multitasking abilities. • Professional, polished demeanor with excellent service intuition. • Availability for evening, weekend, and holiday shifts. • Warm, gracious, and naturally service-oriented. • Confident leader with strong coaching abilities. • Highly organized, proactive, and solution-focused. • Calm under pressure with a luxury-service mindset. • Committed to maintaining a serene, elevated guest environment.

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: A Career-Defining Opportunity! Join The Huntington Hotel- San Francisco's Living Legacy and Urban Estate on Nob Hill The opening of The Huntington marks the reemergence of a Nob Hill icon, the first luxury hotel debut in San Francisco since 2022 and a defining moment in the city's renaissance. With renewed investment in culture, dining, and hospitality, San Francisco is actively restoring its place on the global stage. For the elite leader, this is a singular invitation to set the global standard for luxury and shape the future of hospitality in one of the world's most storied destinations. At The Huntington, nearly a century of heritage and modern elegance converge in a reimagined urban estate envisioned by a world-class designer. The hotel will stand as San Francisco's cultural connoisseur, offering gracious accommodations, a signature restaurant, and the city's most luxurious spa. To join this landmark opening is to take part in a milestone moment: setting the standard for ultra-luxury hospitality in San Francisco for a new generation.This project is being realized through a partnership between Highgate, a global leader in hospitality management and real estate investment, and Flynn Properties, one of San Francisco's most respected developers. The Marketing Manager will work closely with cross-functional and cross-departmental teams to satisfy all presentation and analytical needs of the regional Sales and Marketing team. The role is an integral part of Highgate's Sales and Marketing activities that strengthen Highgate's profile in the market, overseeing the maintenance of business development and marketing collateral for the office, business planning, monitoring progress against planned priorities, and executing its strategy for major events. The role requires a highly organized, detail-oriented individual with good project management skills, understanding of hotel profit and loss statements and general hotel industry fundamentals, strong client service orientation, excellent written and verbal communications skills with an interest in commercial and business issues. Responsibilities: Client Relationship Management - Working with the Marketing team supporting strategic client development projects, and regional client targeting initiatives. Provides overall support for activities that focus on target client projects Business Development - Supports the Sales team to identify new business opportunities. Works with industry and practice groups to develop cross selling opportunities, and to implement strategies to capture those opportunities Works as part of a project team on strategic projects/marketing opportunities Marketing Collateral - Responsible for the development and maintenance of marketing collateral, where necessary. Updates Highgate information and relevant capability statements with respect to the office, including those appearing on Highgate's external website Responsible for obtaining and verifying that information is readily available for use in Directory submissions, marketing materials, CVs and proposals Support in the creation and aggregation of content for RFP submissions and presentations, working with Business Development team members and other discipline leaders throughout the organization Assist with conference preparation/organization, including the design and creation of collateral for trade shows and conferences Assist in the design of digital and print-friendly marketing materials. Materials could include, but not limited to: corporate decks, pitch presentations, brochures, flyers, print and digital advertising, web graphics, newsletters, email templates, press books, etc. Work with cross-functional teams to create new design templates for frequently requested items, ensuring that templates are editable and customizable Maintain and enhance presentation decks as needed Ensure that all supporting marketing materials align with hotel and corporate brand guidelines Maintain accurate data on portfolio and prepare summary statistics. Update key data points in presentations and graphics on hotel websites Maintain digital image library for portfolio assets to be used across presentation materials Profiling and Events development, to organize, coordinate and execute seminars, receptions and special events taking place in various markets. Responsible for creating and managing critical dates and timelines with respect to local events and sponsorships Qualifications: Bachelor's degree in Hospitality or related field 3+ years of relevant experience in the hotel or real estate industry Strong analytical, problem solving, decision making, and organization skills. Advanced Microsoft Excel and PowerPoint skills Financial analysis & budget preparation experience Excellent verbal and written communication skills Prior experience making presentations to Executive Leadership Highly motivated, disciplined and resourceful individual who is detail oriented The ability to multi-task in a high-paced environment Competency in hotel business plan underwriting and due diligence Understanding of Smith Travel Research STAR and Trend reports

Compensation Type: Hourly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: The Spa Attendant ensures that all spa facilities, locker rooms, treatment areas, and relaxation spaces are impeccably maintained and presented to luxury standards. This role supports the guest journey by providing warm, anticipatory service and helping create a serene, welcoming environment. The Spa Attendant works closely with the spa reception, therapists, and Management teams to ensure seamless operations. Responsibilities: • Greet and assist guests in a warm, professional manner, offering guidance throughout their spa experience. • Escort guests to locker rooms, relaxation lounges, and wet areas, ensuring comfort and privacy. • Anticipate guest needs by providing amenities, refreshments, towels, robes, and slippers. • Maintain a calm, organized, and welcoming atmosphere at all times. • Respond promptly and courteously to guest requests or concerns. • Maintain pristine cleanliness and organization of locker rooms, relaxation areas, and all wet facilities (sauna, steam, showers, pool area). • Ensure all amenities, spa products, refreshments, and towels are consistently stocked and displayed to luxury standards. • Monitor spa traffic and cleanliness throughout the shift, adjusting priorities as needed. • Assist in preparing treatment rooms before and after services, when required. • Set up for various body treatments in accordance to spa SOPs. • Quickly report any maintenance or safety issues to management. • Follow all daily checklists, cleaning schedules, and opening/closing procedures. • Coordinate with therapists, front desk, and Management to support smooth operations. • Manage laundry cycles, including washing, folding, and stocking linens. • Maintain inventory of robes, towels, slippers, drinks, and supplies; assist with restocking and ordering. • Support special requests, VIP preparations, and in-spa promotions. • Maintain strict hygiene and sanitation standards, including proper handling of linens and cleaning chemicals. • Ensure all safety procedures for wet areas are followed and communicated to guests when necessary. • Adhere to property, brand, and local regulatory requirements. Qualifications: • Previous experience in hospitality, wellness, or luxury service preferred. • Strong customer-service mindset with a calm, polished demeanor. • Excellent communication and organization skills. • Ability to work in humid/wet environments and stand for long periods. • Ability to lift, move, and transport linen baskets and supplies (up to ~30 lbs). • Flexible availability, including weekends and holidays. • Warm, gracious, and guest-focused. • High attention to detail and pride in maintaining a luxurious environment. • Team-oriented, dependable, and proactive. • Committed to delivering elevated, five-star service.

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: A Career-Defining Opportunity: The Huntington - San Francisco's Living Legacy and Urban Estate on Nob Hill The opening of The Huntington marks the reemergence of a Nob Hill icon, the first luxury hotel debut in San Francisco since 2022 and a defining moment in the city's renaissance. With renewed investment in culture, dining, and hospitality, San Francisco is actively restoring its place on the global stage. For the elite leader, this is a singular invitation to set the global standard for luxury and shape the future of hospitality in one of the world's most storied destinations. At The Huntington, nearly a century of heritage and modern elegance converge in a reimagined urban estate envisioned by a world-class designer. The hotel will stand as San Francisco's cultural connoisseur, offering gracious accommodations, a signature restaurant, and the city's most luxurious spa. To join this landmark opening is to take part in a milestone moment: setting the standard for ultra-luxury hospitality in San Francisco for a new generation. This project is being realized through a partnership between Highgate, a global leader in hospitality management and real estate investment, and Flynn Properties, one of San Francisco's most respected developers. The Director of Human Resources is responsible for staffing qualified personnel; ensuring employment statute compliance; overseeing all aspects of wage, benefit, worker's compensation unemployment; training program direction, implementation and administration; and employee relations coaching, counseling and discipline. A fabulous opportunity to reopen the coveted gem, The Huntington Hotel, in the heart of Nob Hill. Responsibilities: Direct and supervise Human Resources staff. Prepare and maintain Human Resources budget. Maintain thorough and current knowledge of all Human Resources/employee regulations and laws, and ensure that the property is in compliance. Participate in EEO, Unemployment, Wage & Hour, Worker's Compensation, OSHA, ADA, Immigration and Naturalization Service hearings. Implement policies and programs to guarantee compliance. Communicate new policies, information, and directives to all employees. Instruct staff in interpretation of HR policies and procedures. Ensure staffs compliance with HR policies and procedures. Coordinate and monitor recruitment, screening and reference checking of all non-exempt personnel. Recruit, interview and recommend all exempt personnel. Maintain employee benefits programs. Set up, approve, and maintain all wage and salary programs, including performance evaluations. Recommend and/or approve all employee transitions, i.e. new hire, transfer, promotion, etc. Maintain open door policy. Monitor and analyze turnover statistics. Conduct training classes. Update and submit required reports in a timely manner. Participate in and monitor safety committee in compliance with Loss Prevention SOP's. Ensure compliance with all HR related Loss Prevention SOP's. Establish and maintain safety incentive program. Become a certified trainer in all current HR training modules. Participate in and monitor effectiveness of Highgate Hotel Enrichment committee. Maintain Heroes of Hospitality (Employee of Month/Year) program. Practice positive employee relations, including coaching, counseling & discipline. Develop and maintain "no cost" benefit programs. Monitor Service Standards by Position training program. Participate in and monitor orientation programs. Develop managers for future advancement. Ensure managers are using coaching, counseling and discipline to address issues/concerns. Ensure Associate Opinion Survey is completed by all employees. Condense and expedite paperwork, develop internal communications, improve record keeping. Develop and maintain suggestion box program. Plan and edit employee newsletter. Manage all personnel files. Manage resume and application files. Develop and monitor recruitment resources. Qualifications: At least 5 years of progressive Human Resources experience in a hotel or a related industry; or a 4-year college degree and at least 2 years of related experience; or a 2-year college degree and 3 or more years of related experience. Previous supervisory responsibility required. College course work in related field helpful Familiarity with and knowledge of employment laws required. Long hours sometimes required. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel.

About this role: Wells Fargo is seeking a... In this role, you will: * Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks * Build or maintain relationships with current and prospective customers * Perform administrative, transactional, operational, or customer support tasks related to mortgage sales * Receive direction from consultants or managers related to Mortgage Retail Sales functional area * Build relationships with current and prospective customers * Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc. * 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 Required Qualifications for Europe, Middle East & Africa only: * Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 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 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.56 - $29.81 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 15 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client * Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: * FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66 * Industry knowledge and understanding of investment products * 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 * Administrative Assistant experience 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 For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA. Shift: 1st shift (United States of America) Hours Per Week: 37.5

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 San Francisco, with limited Los Angeles. Pay Range: CA (San Francisco, Los Angeles): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $138,500.00 - $287,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 31 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. * Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner. * Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. * Makes recommendations and follows through on commitments to clients. * Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. * Opens Consumer and Business accounts for existing and new clients. * Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed. * Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners. * Stays current on products and procedures. * Resolves client issues and requests, exhibiting strong follow through. * Building familiarity with business, consumer, and trust entities. * Other responsibilities as assigned. About You: * High School Diploma or GED, required. * 1 year of Client Service Specialist (Teller) or other banking experience preferred. * Basic knowledge of consumer banking and business products and services offered. * Ability and desire to actively develop consumer lending skills. * Ability to follow Standard Operating Procedures. * Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations. * Ability to complete multiple and varying client requests in a timely manner. * Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. * Familiar with state laws and regulations related to products and services. * Requires reading, writing and basic math skills. * Ability to lift up to 25 pounds. * Ability to stand for extended periods of time. * Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred. Be a part of a bank that invests in you! * Competitive Incentive Plan: Earn rewards that match your efforts. * Professional Development: Grow your skills with our tailored premier banker programs. * Career Growth: Clear paths to achieve your professional goals. Job Location(s): Ability to work fully onsite at posted location. 3700 Lone Tree Way Antioch, California 94509 Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 to $26.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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 Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: * Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Receive direction from managers and exercises judgment within defined policies and procedures * Escalate questions and issues to more experienced roles * Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions * Identify information and services to meet customers financial needs Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 6+ months of experience interacting with people, demonstrated through work, military, or education * Customer service focus with experience handling complex transactions across multiple systems * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and team members * Experience working with others on a team to meet customer needs * Cash handling experience * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location(s): 3402 Camino Tassajara Danville, CA 94506 585 San Ramon Valley Blvd. Danville, CA 94526 11020 Bollinger Canyon Road San Ramon, CA 94583 4400 Tassajara Rd., Dublin, CA 94568 7181 Regional Street, Dublin, CA 94568 4767 Hopyard Road., Pleasanton, CA 94588 235 S. K Street, Livermore, CA 94550 4495 1st Street, Livermore, CA 94550 6778 Bernal Ave., Pleasanton, CA 94566 3111 Crow Canyon Pl. San Ramon, CA 94583 Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. Pay Range: * San Ramon, California- Pay Range: $22.00 - $ 27.50 Hourly * Danville, California- Pay Range: $22.00 - $ 27.50 Hourly * Dublin, California- Pay Range: $22.00 - $ 27.50 Hourly * Pleasanton, California- Pay Range: $22.00 - $ 27.50 Hourly * Livermore, California- Pay Range: $22.00 - $ 27.50 Hourly Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $22.00 - $27.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 21 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing a national portfolio of Global Commercial Banking (GCB) FinTech relationships, working directly with clients and prospects to provide financing solutions for multinational FinTech companies in the payments and financial software verticals. Key responsibilities include originating and structuring loans, negotiating terms and conditions, leading the credit process from pitch through underwriting, approval, booking and closing, with a focus on growing loans and credit revenue and managing asset quality. The Commercial Credit Officer (CO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients, whether publicly traded or privately held. Products include lines of credit, term loans, and syndicated loans. The CO manages all of the ancillary credit exposure to clients and maintains knowledge of other Bank of America products including investment banking, treasury management and hedging solutions that have credit exposure, and leverages product and industry 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 business. FinTech is a fast-paced work environment with a highly active portfolio and strong deal flow from large cap and middle market companies. Experience with FinTech companies is preferred. Responsibilities: * Manages the credit process for a portfolio of clients * Negotiates credit documentation and manages the legal documentation process * Leads the credit and risk approval processes * Builds relationships with existing and prospective clients * Mentors and supports associates * Provides capital structure solutions 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 * Strong FinTech industry knowledge 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 Minimum Education Requirement: BA/BS Degree Desired Shift: 1st shift (United States of America) Hours Per Week: 40

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a team environment. Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach. Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations. Assist in the management of the company's investment process and strategic thinking. Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects. Develop new business to further the strategic goals of the company. Ability to interpret financial statements and market data. Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity. Proficient in global asset allocation strategies including alternative investments. Monitor and assess portfolio performance. Excellent communicator that builds trust with clients, business partners and management. Ability to explain complex financial concepts in simple terms. Write clear reports and deliver persuasive presentations. Strategic thinking and decision making. Familiarity with trust law, estate planning and fiduciary responsibilities. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice”. May perform other duties as assigned. About You: B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required. Master of Business Administration and/or Chartered Financial Analyst designation, preferred. 5 years of industry work experience, required. 5 years of Experience with trust software, preferred. Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities. Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills. Effective team player. Effective verbal and written communication skills. Ability to meet bonding requirements for employment purpose. Stays informed of developments in security markets. Performs investment research. High level of understanding of asset allocation strategies. Skills and knowledge to manage individual equity or fixed income strategies. Travel Type: Occasional Job Location(s): This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations: 1333 N California Blvd Walnut Creek, CA 94596 Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $113,000.00 to $200,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. What Makes Us Different: As part of the Raymond James Financial Institutions Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower advisors with freedom, support, and earning potential to build lasting client relationships and grow their business. Advisors who join the team are typically offered a transition assistance package which may include support during their ramp up. Our transition packages typically include a ramp-up period to ensure a smooth transition. Our advisors are compensated on a transparent grid structure-rewarding performance across all account sizes. Tenured advisors regularly achieve strong production levels, and the payout grid ranges 39% up to 45%, reflecting our commitment to recognizing your success. Advisors will have access to a shared financial services assistant. Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus more on client relationship and less on administrative tasks. Management's role is to remove obstacles and create an environment where you can thrive, supported by a collaborative team that values both independence and partnership. The program has a financial planning team that is integrated in their team. We also have an insurance subject expert whose function is to support and advisors' business by providing a turn-key approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their skillset to stay relevant and effective in an ever-evolving industry. This individual will also lead within the organization as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a “hub” or “second floor” advisor for an existing book of business. This individual should have the skillset to manage client relationships at any asset level, tapping into any resources at their disposal to provide an optimal experience and results for the client. As with all Wealth Advisors, the client must come first in all situations, and the record of any applicant should reflect this standard. The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and this individual should be integrated into their community as a go-to subject matter expert for existing clients, prospective clients, and colleagues. Build and maintain client-focused relationships. Achieve or exceed assigned production goals. Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering questions, and providing ongoing support and education. Manage time and expenses for optimal productivity and results. Maintain ongoing client relationships to retain and develop business opportunities. Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. Achieve client satisfaction and loyalty through excellent service. Other responsibilities as assigned. Demonstrates compliance with all bank and broker/dealer regulations for assigned job function as applied to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: Bachelor's degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF, required. 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager. Strong marketing and business development skills, keeping the best interest of the client in mind. Ability to develop and maintain rapport via phone, webinar, and in person. Strong product knowledge and problem-solving skills. Excellent verbal and written communications. Proactive, responsive, and motivated to be the best our industry has to offer a client. Occasional travel. Job Location(s): Ability to work fully onsite at posted location(s). This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations: Sacramento, CA Irvine, CA San Diego, CA Los Angeles, CA Walnut Creek, CA Eugene, OR Medford, OR Our Benefits: This role consists of a salaried draw against commission, the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A business development officer specializing in healthcare develops, advises, and solicits new business relationships with a focus on the profitability of the relationship. This is a sales- and solutions-focused position. Business development of new private banking client relationships. Coordinate the development of internal relationships in order to provide comprehensive financial solutions to clients from all areas of the bank. Advise clients on financial solutions and strategies. High level of awareness of the banking industry and industry-specific trends. Demonstrate an in-depth knowledge, understanding, and development of professional banking financial solutions: Complex credit structures and solutions, Treasury Management and Deposit Solutions, Engage in community relationships and activities for business development. Broad knowledge in other banking services offered by other lines of businesses to identify and offer qualified referrals. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: Bachelor's degree preferred or equivalent work experience, required. 5 years of experience of banking experience, required. Ability to prospect new client relationships. Expert in building client relationships. Experience in handling complex relationships. Expert business development and sales skills, including cross-selling. Consultative selling skills and approach. Proactive. Knowledge of credit structures. Understanding of personal and business financial statements and tax returns. Strong written and verbal skills. Ability to work independently. Ability to provide client solutions. Knowledge of bank products and services. Excellent oral and written communication. Excellent interpersonal and client service skills. Job Location(s): Ability to work fully onsite at posted location(s). This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations: San Luis Obispo, CA San Jose, CA Walnut Creek, CA Reno, NV Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $140,000.00 to $200,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Description About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Review, analyze, underwrite, and present with appropriate recommendations for applications on multifamily or other commercial real estate (CRE) loans secured by first mortgages on investor owned (non-owner occupied) properties. Perform necessary property and borrower due diligence to ensure analysis of projects and proposed loans are consistent with underwriting guidelines established by Bank. Typical loan size ranges from $10,000,000 - $75,000,000. Prepare credit requests for submission to credit administration, making appropriate recommendations. Review and analyze various third-party documents and reports, including property financial statements, rent rolls, appraisals, environmental and engineering data, personal credit, title, escrow, and borrowing entity structures. Analyze borrower financial statements and tax returns with emphasis on the cash flow of underlying investment real estate. Determine physical and market condition of multifamily and commercial real estate properties with respect to third party reports, inspections, and through correspondence with CRE Field Underwriters and appraisal review department. Responsible for the initial risk grading of credits for approval and funding. Identify strengths and risks of loan requests, including recommendations for mitigating risks consistent with the bank's guidelines, and express reasons for support of the extension of credit. Identify exceptions to policy, guidelines, and pricing in the Credit Request presentation. Partner with loan processors to identify title, insurance, zoning, entity, or other issues that require analysis and resolution by the bank prior to approval, documentation, and funding of loans. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: Bachelor's degree: In finance, accounting, or other related field. 4-7 years of multifamily and commercial real estate experience. May be a combination of processing, underwriting, originating, or brokering sales of loans for commercial real estate. (Required) Intermediate knowledge of standard concepts, practices, and procedures within the multifamily and commercial real estate (investor owned income property) lending field. Display superior analytical abilities, supported by solid credit, lending and transaction knowledge. Proven ability to analyze financial conditions, financial statements, and tax returns. Experience with complex loan structures a plus. Proficient knowledge of financial policies and procedures. Demonstrate good organizational and time management skills. Ability to take initiative with minimal direction, to work on multiple transactions simultaneously, and to meet deadlines. Possess strong analytical, negotiation, problem solving, and interpersonal skills. Possess excellent written and verbal communication skills and work well in a team environment. Superior skills in database, spreadsheets. Job Location(s): Ability to work fully onsite at posted location(s). Irvine, CA or Walnut Creek, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $85,543.00 - $158,864.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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. 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. * Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. * 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 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

About this role: Wells Fargo is seeking a... In this role, you will: * Work under the guidance of a senior Private Mortgage Banker to produce high quality jumbo residential mortgage loans that meet Wells Fargo Home Mortgage guidelines * Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace * Obtain customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in * Understand real estate appraisals, title reports, and real estate transactions * Interact with customers to understand their needs and provide a high-quality loan service * Review low complexity financial and credit data, matching customer needs with an appropriate loan program and level of risk * Develop knowledge of company products, policies and procedures, and underwriting requirements * Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of generating loans * Provide information regarding the loans to consultants and functional colleagues * 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: * 6+ months of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: * Experience in Private Mortgage Banking Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 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 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking a... In this role, you will: * Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks * Build or maintain relationships with current and prospective customers * Perform administrative, transactional, operational, or customer support tasks related to mortgage sales * Receive direction from consultants or managers related to Mortgage Retail Sales functional area * Build relationships with current and prospective customers * Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc. * 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 Required Qualifications for Europe, Middle East & Africa only: * Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 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 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.56 - $29.81 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.