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Wells Fargo jobs in Concord, CA - 926 jobs

  • Lead Customer Experience Consultant

    Wells Fargo 4.6company rating

    Wells Fargo job in San Francisco, CA

    About this role: Wells Fargo is seeking a Lead Customer Experience Consultant in Consumer Banking and Lending (CBL) as part of the Brand and Enterprise Customer Experience (CX) team. The Lead Business Customer Experience Consultant will be responsible for leading cross functional teams to strategize survey design/reviews, digital CX program design best practices, creating role-based dashboards that drive action, building systems of action, CX metric target setting, enabling customer-centric cultures and demonstrating return on investment of CX. In addition, the candidate will foster collaborative relationships with key stakeholders to ensure the ongoing success and impact of CX programs, define and manage project tasks, budgets and risk while maintaining effective and proactive communication with all stakeholders. Provide operational optimization by enhancing standards, survey value, and insights reporting. Perform assessments through fact finding and data requiring creative approaches to solving complex issues and develop appropriate solutions or recommendations and make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Lead the strategy and resolution of highly complex and unique challenges requiring in-depth hypothesis generation and advanced analytics across multiple areas or the enterprise, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, and advanced inductive thinking, and coordination of highly complex activities and guidance to others * Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions generated from data driven insights that are large-scale, cross-functional, or companywide strategies * Interpret and analyze data, recommending ways to solve problems and influence business decisions and strategies * Act as a liaison with partner teams across Wells Fargo to identify, prioritize, and execute strategic initiatives grounded in data driven, analytical insights, trends, and patterns * Communicate actionable insights and recommendations using data in a digestible format to a non-technical audience of varying levels, including leadership, across the company * Manage the pipeline of data science initiatives across the Cross-Channel Analytics team, partnering closely with internal and external partners to align on scope, prioritization, and timelines * Provide regular updates on initiative performance, project status, and 6Q roadmaps across key transaction migration initiatives to partners and senior leaders * Lead the creation of senior leadership materials for various service migration forums with CSBB, CL, Product, and Operations leadership teams Required Qualifications: * 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience managing complex CX Voice of Customer (VOC) program initiatives from strategy through execution, ideally at scale * Experience identifying key issues, involving affected parties, designing solutions, obtaining buy-in, and communicating effectively through resolution * Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes * Exceptional writing and presentation skills, with the ability to influence stakeholders, at multiple organizational levels, effectively * Familiarity with Medallia or Qualtrics systems * CCXP/CXPA certification or other CX-related certifications * Demonstrated ability to manage multiple projects or ongoing task plans * Strong relationship management skills * Experience leveraging Generative AI tools to enhance customer experience programs, such as automating insights reporting, creating dynamic dashboards, or improving survey design and personalization * Knowledge on web development concepts using JavaScript, HTML5, and CSS * Banking/finance industry experience a plus Job Expectations: * Ability to travel up to 10% of the time. * This position offers a hybrid work schedule. This position is not eligible for Visa sponsorship. Posting Location(s): * 401 S Tryon St. - Charlotte, North Carolina 28202 * 333 Market St. - San Francisco, California 94105 * 3075 Loyalty Cir. - Columbus, Ohio 43219 Required locations listed. 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. $119,000.00 - $224,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 26 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.
    $73k-101k yearly est. 4d ago
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  • 2027 Summer Internship, Early Careers - Investment Banking - CA (California)

    Wells Fargo 4.6company rating

    Wells Fargo job in San Francisco, CA

    **2027 Investment Banking Summer Analyst Program** **Invest in your tomorrow** Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. **Investment banking** Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. **Program overview** This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. **What to expect** The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: + Supporting financial analysis and contributing to transaction execution + Conducting company and industry research + Assisting in the preparation of client materials and pitch presentations + Participating in diligence sessions, client meetings, and internal discussions + Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development. **Is this program right for you?** We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. **Required qualifications** + 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired qualifications** + Strong academic achievement + Bachelor's degree with expected graduation between December 2027 - June 2028 + Demonstrated interest in finance and financial markets + Strong analytical and communication skills + Proven ability to take on significant responsibility + Relevant internship experience + Ability to work effectively both independently and in teams + Proficiency in Microsoft Office (Excel, PowerPoint, Word) **Program Locations** Primary locations include Los Angeles, and San Francisco **Pay Range** $53/hour Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $43.27 - $72.12 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 29 Apr 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-512565
    $53 hourly 15d ago
  • Branch Operations Lead - Golden Gate Market - San Francisco, CA

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements. A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch. A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations. Job responsibilities Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Introduces customers to the branch team who will build relationships and assist with specialized financial needs Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards Required qualifications, capabilities, and skills High school degree, GED, or foreign equivalent Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements Availability to work Branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate Strong desire and ability to influence, educate, and connect team, partners, and customers to technology Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment Some College level or military equivalent or 2+ years of branch banking experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Training requirement Successful completion of the Branch Operations Lead training program is a pre-requisite to be considered active in Branch Operations Lead role #J-18808-Ljbffr
    $110k-145k yearly est. 1d ago
  • Market Executive: Innovation Tech Banking MD

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution seeks a Market Executive in San Francisco to manage relationships within the Software Technology sector and lead banking teams. The candidate will focus on innovative startups and require 15+ years of experience in account management within a Commercial Bank. This role also demands strong communication and problem-solving skills. A competitive salary and benefits are offered for this full-time position, with an emphasis on industry trends and client acquisition. #J-18808-Ljbffr
    $72k-127k yearly est. 1d ago
  • J.P. Morgan Wealth Management -Vice President, Business Development Consultant - San Jose and I[...]

    Jpmorgan Chase & Co 4.8company rating

    San Jose, CA job

    Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross‑functional teams. Manage timelines, and deliverables for field execution. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Monitor progress, identify risks, and resolve issues that arise during implementation. Collect and analyze feedback from field teams and clients to inform continuous improvement. Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. Required qualifications, skills, and capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services. Proven track record of managing complex projects and cross‑functional teams. Strong organizational, analytical, and problem‑solving skills. Excellent communication, presentation and stakeholder management abilities. Knowledge of financial products, services, and regulatory requirements. Experience in coaching Advisors or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60‑day condition of employment If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills Executive presentation and communication skills Change management Cross‑functional collaboration Data analysis and reporting Training and facilitation This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction. #J-18808-Ljbffr
    $155k-212k yearly est. 5d ago
  • Branch Operations Lead Trainee - Golden Gate Market

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading banking institution in San Francisco is seeking a Branch Operations Lead Trainee. This role involves collaborating with the Branch Manager to ensure excellent customer experiences and efficient transactions. Candidates should possess a high school diploma and be organized, detail-oriented, and capable of multi-tasking. Additionally, preferred qualifications include strong customer engagement skills and some prior experience in banking. This position offers flexible work hours, including weekends. #J-18808-Ljbffr
    $37k-45k yearly est. 1d ago
  • Wealth Management Lending Strategy Leader

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading global financial services firm seeks a Divisional Director of Lending in San Francisco to drive growth and profitability of lending solutions. The role includes developing sales strategies, managing the lending team, and fostering key relationships. Candidates must have over 10 years in financial services, strong leadership skills, and be licensed or willing to obtain necessary licenses. This position offers a dynamic work environment with significant responsibility. #J-18808-Ljbffr
    $131k-180k yearly est. 5d ago
  • Lead Open Source Platform Engineer (Python/Java)

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA job

    A global financial services firm is seeking a Lead Software Engineer to advance open source governance within its engineering platform team. This role involves building tools for evaluating and integrating open source projects, developing high-quality code, and leading evaluation sessions with stakeholders. Ideal candidates will have 5+ years of experience, advanced Python and Java skills, and a strong understanding of open source practices. Join us to shape developer environments and enhance collaboration in open source contributions. #J-18808-Ljbffr
    $153k-195k yearly est. 2d ago
  • Senior Private Banker - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Walnut Creek, CA job

    A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning. Candidates should possess at least 6 years of relevant experience, a Bachelor's degree, and relevant financial licenses. Strong sales success and community presence are vital for this role, which aims to deliver exceptional client experiences. #J-18808-Ljbffr
    $51k-118k yearly est. 1d ago
  • Executive Director, Tech Banking Strategy & Performance

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A global financial institution is seeking a Technology Banking Business Manager - Executive Director in San Francisco. This role involves advising senior executives on business strategies and managing performance metrics. Ideal candidates should have over 12 years of experience in Business Management, strong communication skills, and a deep understanding of Investment Banking products. The position emphasizes relationship management and the ability to analyze complex business challenges effectively. #J-18808-Ljbffr
    $187k-269k yearly est. 1d ago
  • Technology Banking Business Manager - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    The Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. The team partners with management to drive business strategy through projects, analyses and leads ad hoc special projects as well as compliance support. Business Management needs highly-motivated creative thinkers who can leverage their analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems. As a Technology Banking Business Manager - Executive Director within the Global Corporate Finance & Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. You will partner with management to promote business strategy through projects, analyses, and compliance support. You will be expected to respond quickly on time-sensitive deliverables and leverage your analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems. This role requires exceptional relationship management, communication and influencing skills at all levels, and a strong focus on execution. Job responsibilities Advise the Heads of Technology Banking in all aspects of the business; strategy, controls, people and performance Manage the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and Client performance metrics Develop and oversee the business performance metrics that generate key insights and identifies new opportunities Prioritize investment spend to grow the franchise globally Create materials for business reviews and other executive leadership presentations to articulate strategic direction, program execution and performance tracking Quickly build product and business knowledge to analyze datasets, derive insights and provide key recommendations to stakeholders Identify, elevate, and mitigate business risks that could impair our ability to do business: e.g., legal, tax, regulatory, compliance Partner with various teams on key initiatives and coordinating stakeholder updates Support executive ad-hoc requests with a high-level of responsiveness Communicate effectively and be adept at managing a large and complex book of work requiring constant prioritization based on business needs Required qualifications, capabilities, and skills 12+ years in a Business Management capacity and experience with leading teams Experience with Investment Banking products Strong executive presence with the ability to present well to senior stakeholders Skilled at analyzing opportunities & problems, recommending solutions, and communicating effectively & confidently (both verbal and written) Strong organizational and task management skills; ability to balance multiple initiatives to completion under concurrent, rigorous, and regulatory deadlines in a fast-paced dynamic environment Excellent written and oral communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas Excels in time management, is entrepreneurial and a self-starter, with demonstrated ability to deliver results within condensed timeframe Ability to forge strong internal relationships across a broad range of functions Disciplined approach to managing and improving processes and controls #J-18808-Ljbffr
    $130k-171k yearly est. 1d ago
  • VP, Merchant Services Growth & New Business

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA job

    A leading financial services firm is seeking a Vice President for Business Development in Merchant Services. The role focuses on generating new business within the technology segment, engaging with merchants and payment facilitators. Candidates should have at least 8 years of proven sales and relationship management experience, alongside strong knowledge in merchant services. Excellent communication skills and the ability to effectively manage time and client relationships are essential. The position also involves collaborating with internal teams to ensure successful product implementation. #J-18808-Ljbffr
    $121k-152k yearly est. 3d ago
  • Life Sciences Market MD, West Coast Leader

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A prestigious financial institution is seeking a Managing Director for Life Sciences Coverage in the West Coast Region. This role involves leading a team of bankers to foster profitable banking relationships and ensuring team success in a dynamic environment. Applicants need at least ten years in account relationship management, along with strong sales management abilities and communication skills. The position requires some travel and comes with a comprehensive benefits package, affirming the organization's commitment to diversity and inclusivity. #J-18808-Ljbffr
    $108k-148k yearly est. 2d ago
  • Senior BRM - Acquisition & Growth Leader

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial services firm seeks a Business Relationship Manager to develop and manage a portfolio of large business clients. The role requires a minimum of 5 years in business banking, strong business development and relationship-building skills, and proficiency in Microsoft Office. Successful candidates will provide customized banking solutions, grow client relationships, and leverage a broad business network to meet client financial needs. This position offers substantial growth opportunities and a dynamic work environment. #J-18808-Ljbffr
    $146k-192k yearly est. 5d ago
  • Investment Banking Vice President, ECM

    Wells Fargo Bank 4.6company rating

    Wells Fargo Bank job in San Francisco, CA

    Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: The Equity Capital Markets (ECM) team within CIB Capital Markets is seeking an experienced Vice President to join its Origination team. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. In this role, you will: Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact Participate in large-scale planning for Investment Banking functional area Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals Lead Investment Banking projects and teams, or serve as a peer mentor Required Qualifications: 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in the Equity Capital Markets products Securities industry experience Ability to develop and execute business vision, strategies, and goals Investment banking experience A Bachelor's degree or higher in accounting, finance, or economics Strong, clear and concise written and oral communication skills Strong credit skills Strong risk management skills Ability to analyze trends in the competitive marketplace and related marketing developments Experience building partnerships and consulting effectively with leadership Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Job Expectations: Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Ability to travel up to 50% of the time This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Base Pay: Base pay for this position is 250,000.00 USD Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 22 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $185k-300k yearly 6d ago
  • CRA Mortgage Loan Specialist - Community Lending

    Fifth Third 4.6company rating

    San Francisco, CA job

    A national banking institution in San Francisco seeks a CRA Loan Specialist to manage the origination of residential mortgage loans. This role involves developing CRA prospects and conducting homebuyer-training seminars. The ideal candidate should possess strong organizational and customer service skills and knowledge of lending guidelines. It offers a competitive incentive-based compensation structure and comprehensive benefits for employees. #J-18808-Ljbffr
    $90k-129k yearly est. 4d ago
  • Vice President - Climate Tech Banking & Growth

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution in San Francisco seeks a Commercial Banker for its Climate Technology Banking team. This role involves building relationships with innovative companies and Venture Capital partners, focusing on business development and sales management. The ideal candidate will have over 5 years of experience in commercial banking with strong client relationship skills. A Bachelor's degree and relevant licenses are preferred. The position is full-time with a competitive benefits package including health coverage and retirement plans. #J-18808-Ljbffr
    $156k-215k yearly est. 4d ago
  • Technology Industry Banker - Growth & Innovation Lead

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution in San Francisco seeks a Technology Associate Banker. The role involves building and managing client relationships, developing new business opportunities, and championing a culture of innovation. Candidates must have at least 3 years of experience in commercial banking and possess strong sales management skills. This position requires an understanding of banking products, excellent interpersonal skills, and the ability to work in a team, making it suitable for proactive individuals passionate about the innovation economy. #J-18808-Ljbffr
    $139k-177k yearly est. 1d ago
  • Mortgage Retail Sales Coordinator (SAFE)

    Wells Fargo 4.6company rating

    Wells Fargo job in San Jose, CA

    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: * Excellent verbal, written, and interpersonal communication skills * Mortgage industry experience * Customer service experience * A BS/BA degree or higher * 6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information * Knowledge and understanding of business development and marketing 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 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.
    $37k-47k yearly est. 4d ago
  • Senior Lead Business Execution Consultant

    Wells Fargo Bank 4.6company rating

    Wells Fargo Bank job in San Francisco, CA

    About this role: Wells Fargo is seeking a Senior Lead Business Execution Consultant supporting Consumer, Small and Business Banking (CSBB). As a Business Execution Consultant, you will lead projects that concentrate on advanced technology solutions and optimization initiatives in branch banking and banker connections, ensuring these efforts align with enterprise priorities and deliver measurable impact. You will drive operational excellence by translating strategic objectives into actionable execution plans, coordinating complex activities, and aligning stakeholders to achieve results. Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Act as a Business Execution advisor to leadership to drive performance and initiatives, and develop and implement information delivery or presentations to key stakeholders and senior management Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large scale solutions Provide vision, direction, and expertise to senior leadership for implementing innovative and significant business solutions that are large scale and cross organizational Lead team meetings or steering committee to facilitate decision making and support implementation of recommendations and plans Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership Provide direction to a cross functional team using business expertise Required Qualifications: 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience with technology, AI, or product design and implementation, leveraging digital tools and emerging technologies to optimize business processes and enhance execution outcomes. Proven ability to translate strategic objectives into actionable execution plans that drive measurable business outcomes. Experience acting as a trusted advisor to senior leadership, providing guidance on initiatives, resources, and long-term goals for complex business needs. Strong capability to lead resolution of highly complex challenges, applying advanced analytical thinking and sound judgment across multiple functional areas. Demonstrated success in delivering large-scale, sustainable solutions that require creativity, innovation, and operational discipline. Skilled in coordinating cross-functional activities, ensuring alignment and timely execution of deliverables. Ability to provide clear direction and execution expertise for implementing significant business plans and programs with enterprise-wide impact. Exceptional stakeholder engagement skills, with a track record of building relationships across all levels to influence decisions and drive execution. Recognized as an expert in operational excellence, risk management, and process improvement, ensuring compliance and efficiency in execution. Job Expectations: This position offers a hybrid work schedule. This position is not eligible for Visa sponsorship. Posting Locations: 333 Market St - San Francisco, California 94105 Required locations listed above. Salary range is determined by location of the job. May be considered for a discretionary bonus. Please note: Job posting may come down early due to volume of applicants. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $167,000.00 - $260,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 14 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.
    $167k-260k yearly 3d ago

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