Zions Bank jobs in Houston, TX

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. The Credit Examination Department is responsible for protecting the interest of shareholders of Zions Bancorporation by identifying credit activities that present significant business risks. We are seeking a detail-oriented Commercial Credit Examiner who will participate in commercial loan examination and desk review activities to evaluate credit-related products across all segments of the bank. The Credit Examiner will evaluate credit structures, underwriting analysis, cash flow sources and repayment capacity, financial statements, risk management practices, collateral, risk grading accuracy, and loan documentation. If you want to increase your knowledge and expertise in all aspects of credit, you will find this position very appealing. In addition to traditional commercial and commercial real estate lending, you will be exposed to specialty industries and lending areas such as Agriculture, Automobile Flooring, Gaming, Oil & Gas, Vacation Ownership, Enterprise Value Lending, Large Corporate Syndications, Project Finance, etc. We offer extensive training to further build your credit skills. If you want to work on a team where your input matters, you get to collaborate with a team of 15 - 20 other examiners with whom you will grow, where your work is truly valued and you make a real difference, then you will be in good company. The Credit Examiner will: * Lead and assist in examinations reviewing commercial, commercial real estate, and specialty lending products to identify potential credit risk problems, minimize loan losses, and ensure conformity with corporate credit policy. * Analyze detailed financial data and spreads to quickly determine repayment capacity and ability to repay debt. * Assess underwriting and monitoring processes, as well as accuracy of risk grades. * Test compliance with company policies, procedures, and banking regulations. * Review collateral and legal documentation to evaluate lien perfection and borrower compliance with loan covenants. * Communicate conclusions to bank management through oral and written reports with recommendations for corrective actions, when necessary. * Perform validation testing to assess whether recommendations have been successfully implemented. * Minimal travel required, up to 5 days annually. Requirements / Qualifications * In-depth knowledge of credit risk, accounting, audit procedures, and legal and regulatory requirements. * Extensive knowledge of commercial and commercial real estate loan products, including owner occupied real estate, investor real estate, construction, and commercial and industrial loans. * Ability to identify credit risk issues and provide accurate conclusions and recommendations in a timely manner. * Exhibit strong verbal and written communication skills. * Experience working with Microsoft Office, Excel, Word, and PowerPoint. * Bachelor's in Business, Finance or a related field. * 8+ years of experience performing credit analysis or conducting audit assessments on commercial and commercial real estate lending products. * Portfolio management experience with a large bank is beneficial. * Combination of education and experience may meet requirements. Location: * Zions Technology Center in Midvale, UT … Amegy Tower in Houston, TX … or, Biltmore Corporate Office in Phoenix, AZ. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions. * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. We're looking for a Commercial Portfolio Manager to join our Commercial Lending Services team in Houston, TX. The successful Commercial Portfolio Manager will have experience servicing, developing, and retaining new and existing C&I clients in the Houston market and surrounding communities. Essential Functions: Responsible for preparing credit presentations for new and renewal loan requests, analyzing and spreading financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, and monitoring credit performance. Managing of covenants, credit risk grades, past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, various reports, etc. Serves as a secondary point of contact for client relationships. Responsible for helping expand, build and maintain client relationships, providing the highest level of customer service. Perform other duties as required. Qualifications: Typically requires a bachelor's degree in Business, Finance or a related field and 4+ years' experience with commercial or corporate loans, spreading financial statements, or other directly related experience. An equivalent combination of education and experience may meet qualifications. Local candidates strongly preferred. Directly related experience in Dallas and surrounding markets is an essential part of this role. Knowledge of commercial C&I or corporate loans, credit and/or related lending processes and procedures is required. Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc. Good oral and written communication skills internally and externally to assist with creating the loan presentations and with seeking approval of loan requests. Analytical skills needed for lease approvals, credit analysis and underwriting. Good organizational and problem resolution skills. PC skills required. Other duties as assigned Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

Did you know Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? We have local operations and management teams in 11 western states and we are dedicated to making a difference in our local communities and we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees! The possibilities are endless - come for a job, stay for a career! We are currently looking for a **Trust Administrator Specialist** to join our Trust group at the **Amegy on Main building in Downtown Houston** . Amegy Bank is a division of Zions Bancorporation. **The ideal candidate will have the skills and experience necessary to:** + Complete all trust related tasks including, but not limited to, daily cash processing, trades, audit requests, prepare calculations, internal reports, and audit confirmations accurately and in a timely manner. + Build and maintain a professional relationship with all internal and external clients to provide exceptional, and prompt customer support. + Manage multiple deliverables demonstrating effective time management and multi-tasking skills. + Identify issues and leverage resources, attempt to trouble shoot and resolve issues. + Independently research and interpret governing documents to help resolve issues, with guidance as needed. + Assist with opening and closing accounts, monitoring compliance and other related duties as assigned. **Qualifications:** + Requires a High School diploma or equivalent and 4+ years of financial services, trust operations or other directly related experience. A combination of education and experience may meet job requirements. College degree preferred. + Working knowledge of departmental functions, trust accounts and financial services. + Must be able to work well under pressure, meet deadlines and be very detail oriented. + Ability to work with a variety of clients and internal departments. + Requires excellent organizational and communication skills, both verbal and written. + Has complete knowledge of word processing and spreadsheet software. + Good typing and 10-key skills helpful. **Benefits:** + Medical, Dental, and Vision Insurance + Employer-paid Life Insurance + 401(k) plan + generous company matching + Competitive compensation commensurate with work experience (some roles include incentives, mileage + travel time pay, and/or parking waivers. + Paid Time Off (Vacation, Federal Holidays, Sick) + Tuition Reimbursement for qualifying employees + Promotional opportunities offered from within **Req ID:** 069073 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are looking for an Exchange Officer to join our team in one of the several office locations in any of these cities and states. This position is a fully in office position located in one of these office locations: * Houston, Texas * Boise, Idaho * San Diego, California * Denver, Colorado * Seattle, Washington * Los Angeles, CA Ideal candidates will have these skills and experience: * Service, promote, educate, and coordinate 1031 tax-deferred exchanges for internal and external clients and prospects, while supporting business development activities. * Analyze, structure, coordinate, review, and monitor tax-deferred 1031 exchanges. * Assist customers in preparing documentation and closing materials in compliance with tax regulations and local real estate closing practices. * Stay current on tax legislation and requirements related to tax-deferred real estate exchanges. * Open and maintain exchange accounts. * Experience with Reverse and Improvement Exchanges preferred but not required Qualifications: * Bachelor's degree required. * Strong communication and problem-solving skills essential. * Limited use and application of basic principles, theories, and concepts. * Fundamental knowledge of real estate tax law and financial analysis. * Excellent organizational, communication, analytical, reconciliation, and customer service skills. * Proficiency in word processing, spreadsheet, and internet-based applications. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products * This position is eligible to earn a base salary in the range of $70,000 - $75,000 annually depending on job-related factors such as level of experience and location. Escrow Officers Invited to Apply!

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. The Appraisal Review Manager selected for this opportunity will be working within Real Estate Technical Services to support daily operations across multiple teams. This dynamic position will require the successful candidate to be comfortable with change, development of new skills, and consistently being self-driven to balance multiple responsibilities simultaneously within prescribed deadlines. This role will report to the new Enterprise Technology Center in Midvale, UT. Responsibilities: * The Appraisal Review Manager is responsible for the residential appraisal review area and serves as liaison, efficiency expert and problem-solver between loan production and the residential Appraisal Review Department. * Participates in the automation of the appraisal procurement, review, scoring and system monitoring process to ensure industry "best practices" and provide a competitive advantage. * Manages the daily operations, focusing on increasing reliability, accuracy and efficiencies relating to procurement and review of residential real estate appraisals for consumer and mortgage lending, across all regions. * May be required to perform appraisal reviews. * Develops, administers, and manages the training of the appraisal review specialists, for both direct reports and applicable bank staff. * Manages the consumer and mortgage lending "appraisal dispute" function for consumer and mortgage lending customers. * Resolves appraisal disputes and appraiser or client complaints, as necessary. * Performs project management leadership functions as a project manager or team member, as needed. * May be responsible to drive process improvement initiatives, including gathering and documenting business requirements. * Strong project management experience and data analytics proficiency preferred. * Possesses proficiency in MS Office, as well as experience in Power BI, Power Apps, Power Automate, and TEAMS. Proficiency in SQL and Python, preferred. * Assists in all phases of third-party supplier risk management life cycle for valuation services vendors. * Keeps abreast of industry knowledge and regulations pertaining to appraisal methodology and secondary mortgage market policies and procedures to ensure both regulatory and investor compliance. * Provides oversight to executive management by developing and providing various departmental reports, as necessary, to department management. * Facilitates the efficient integration of all applicable operating systems. * Responsible to ensure compliance with bank policies, federal regulations and USPAP standards. * Ensures that appraisals are consistent with regulations. * Responsible for interpreting and implementing current regulations. * May also order appraisals to control costs, ensure independence between loan and appraisal departments and give proper instructions for the appraisers. * Responsible for hiring, transfers, terminations, and performance evaluations. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in business, finance, or related fields, * 6+ years of directly related appraisal, credit, or financial analysis or equivalent. * Management experience required. Management experience at a federally regulated institution preferred. * Certified Residential Appraiser license required at a minimum. * Professional appraisal association designation preferred. * Requires advanced knowledge of appraisals, appraisal practices, principles, applications, and methods. * Advanced knowledge of audit procedures, legal and regulatory requirements. * Must possess applicable appraisal licensing, valuation experience and requisite mortgage and consumer lending knowledge to facilitate the efficient integration of all applicable operating systems. * Must have strong management, client relations and communication skills, both written and verbal. * Must possess advanced analysis and problem-solving skills. * Ability to work with internal and external clients. * This position is eligible to earn a base salary in the range of $115,000 to $145,000 annually depending on job-related factors such as level of experience and location * Work Location: This position can be located at one of our headquarters in the following locations: * Phoenix, AZ * Denver, CO * Las Vegas, NV * Houston, TX * Midvale, UT Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions. * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products

Salary Range: 175,000.00 - 225,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate, Investment Banking - Power & Utilities - Houston, TX Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Position Highlights: Analysts in Investment Banking enjoy a stimulating and challenging work environment in which they execute a broad range of transactions. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility. Scotiabank's Power & Utilities Investment Banking team is a leading renewable energy investment banking platform. The team is actively involved with a wide array of renewable investors, developers and regulated utilities. The Analyst will have the opportunity to immediately and meaningfully contribute to live transactions including sell-side renewable asset/portfolio sales and capital raises for leading renewable platforms. A significant amount of effort, diligence and initiative is required to properly execute assignments. The complexity of clients' financial requirements coupled with the intense competitiveness of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms and supervision is provided only to the extent that it is required. With a limited hierarchy of professionals and a small project team approach, Analysts have ample opportunity for career growth and development. On any given project, Analysts will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Global Fixed Income and Global Equity Derivatives gaining knowledge and understanding of both investment banking and the capital markets. Responsibilities: Evaluating and analyzing the financial needs of corporate clients, including the development of financial models Creating marketing materials and presentations Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time Identifying and developing business opportunities with clients Major Activities Include: Perform comprehensive financial statement analysis and create and maintain models Collect, consolidate and interpret company and industry data Financial and written analysis of companies and industries Preparing client presentations, including compiling data and assembling presentation materials Supporting drafting of prospectuses, related documentation and marketing materials for transactions Applying product and capital markets knowledge to help clients achieve their financial objectives Requirements: 2+ years' work experience in Investment Banking or the power/utilities sector preferred Bachelors or Masters Degree in Business, Finance, Math, Engineering, Economics, Science or Technology Proven record of outstanding achievement in academic and extracurricular activities Strong quantitative skills focused on financial analysis, accounting and financial theory Strong written and verbal communication skills Excellent command of Microsoft Suite, with an emphasis on Excel A high level of attention to detail The ability to manage multiple projects simultaneously while maintaining a high standard of work The ability to excel under pressure amid demanding deadlines The ability to perform effectively in a team environment High professional standards including a strong sense of personal integrity and teamwork Demonstrated ability to quickly adapt to new situations A high level of energy and a keen desire to learn new concepts Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

The Woodlands, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Series 7, 63/65 or 66 + Displays advanced industry knowledge and understanding of investment products **Desired Qualifications:** + Energetic individual that is self-motivated, coachable and flexible in thought + Enjoys a fast-paced environment with changing and evolving responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client needs, delivering complex solutions + Frequent communication and an abundance of discretion with sensitive information + Microsoft Word, Excel and PowerPoint experience with Salesforce a plus + Professional verbal and written communication **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Risk and Compliance Manager within the Market, Liquidity, Wealth Risk & Compliance Team. Description Market, Liquidity, and Wealth Risk Management (MLW) Team members work closely with key executives to monitor and manage some of the most significant (and expanding) processes associated with the financial services industry. The MLW team provides second line oversight to the non-bank divisions of Zions Bancorporation including but not limited to Broker Dealer, Capital Markets and Public Finance groups. Responsibilities The MLW Risk and Compliance manager is responsible for the management and execution of the compliance oversight and operational risk programs for specialty business lines of Zions Bancorporation. Along with being an advisor to front line management regarding regulatory requirements and risk management practices. The Compliance Manager will lead and oversee the firm's compliance programs for its FINRA-registered broker-dealer, bank broker dealer, and capital markets activities. This role is responsible for managing a team of compliance officers, ensuring adherence to regulatory requirements, and maintaining a robust compliance framework that supports the firm's risk management objectives. Other responsibilities may include: * Manage and mentor compliance officers, fostering a culture of accountability and continuous improvement. * Oversee execution of the risk and compliance program across all assigned business lines. * Review, analyze, and evaluate business processes, procedures, and controls to for compliance with regulatory requirements and written supervisory procedures. * Maintain and update Written Supervisory Procedures (WSPs) in alignment with FINRA, SEC, and other applicable regulations. * Manage ongoing compliance governance activities including oversight, monitoring, and reporting processes, including outside business activities, personal securities accounts, and political contribution disclosure. * Provide regular risk and compliance reports and updates to senior management and applicable risk committees. Qualifications * Requires a bachelor's degree in business, finance or a related field * 8+ experience in financial services regulatory compliance, securities industry, investment management, investment banking, auditing or other directly related experience. * FINRA Series 7, 79, 53, or 24 strongly preferred. * Employee will be required to obtain required FINRA licenses within 12 months of employment. * Prior management or compliance leadership experience required. * Experience in brokerage, swaps, foreign exchange, or commodities a plus. * Knowledge of FINRA, SEC, and/or MSRB regulations and application of regulatory requirements. * Strong analytical skills with the ability to bring together large amounts of data into succinct reports. * Excellent verbal and written communication skills and ability to present information to regulators and senior management. * Strong attention to detail and organizational skills. * Ability manage multiple priorities and think independently. * Experience with compliance technology platforms and data analytics. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions. * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products

ABOUT OUR COMPANY Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices. For more information, click here Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state or local law, including but not limited to genetic information of employee or family member. If you are an individual with disabilities who needs accommodation or you are having difficulty using our Web site to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Learn more Learn more about employee rights and responsibilities under the Family and Medical Leave Act (FMLA). Learn More about Equal Employment Opportunity Rights. We are recruiting for our 2026 Summer Internship Program! By joining Amegy Bank, you will become part of a trusted community-focused banking team, serving industry-leading financial tools and solutions. With more than 75 locations across Houston, Dallas-Fort Worth, and Central Texas, Amegy is dedicated to serving Texas communities, families, and businesses of all sizes. Amegy Bank's unique approach allows local management to lead through community connections and business insights, offering the stability and support of a large bank, but with the grassroots relationships, agility, and empowerment of a community bank. Having grown from some 20 employees to more than 1,000 statewide over the span of 30 years, Amegy Bank has maintained an “Everyone Counts” culture in which differences are valued and respected, and all employees are encouraged to contribute to business objectives. Ideas are always welcome, and opportunity is never far away. Join us and contribute what makes you unique. For more information\: *********************************************** Banker Development Program Summer Intern Amegy Bank's Summer Internship Program is designed to provide college students with an opportunity to gain knowledge, experience, and exposure in the banking industry. The well-rounded summer experience including hands-on assignments, programmed trainings, and events will leave students feeling energized, knowledgeable and excited about career opportunities in the commercial banking industry. Interns are either assigned to a specific lending group (Houston interns) or rotate through several lending groups (Dallas, Fort Worth / Arlington, and San Antonio interns) during the program. The lending groups vary by market. Commercial Banking Business Banking Private Banking Corporate Banking Commercial Real Estate Energy Healthcare and Not-for-Profit International Responsibilities include but are not limited to: Conducting industry research Preparing client prospect lists Scheduling appointments with prospective clients Assisting with credit presentations Observing the process of spreading financial statements and underwriting loans The internship experience includes networking events with executives and other managers around the Bank, professional development and training sessions, overviews of various areas of the Bank, deal discussions, presentations by the interns, field trips, and volunteer opportunities. The Internship is a paid position. The bank does not provide housing for interns. MARKETS WE HIRE FOR Houston Dallas Fort Worth/Arlington San Antonio QUALIFICATIONS Minimum Requirements (please make sure you meet each of these before applying) Undergraduate or graduate major in Business or Economics (undergraduate Finance and Accounting majors preferred) Minimum overall GPA of 3.0 6 hours of accounting courses Must have completed junior year undergraduate work by May prior to start of the internship Must be scheduled to graduate in December or May directly following completion of the internship Must be able to work 40 hours per week for 10 weeks, between mid-June through early August Additional Qualifications Excellent communication, presentation, and interpersonal skills Detail oriented, organized, analytical, with proven problem-solving abilities Leadership skills and community involvement Highly motivated, self-starter attitude Internship / prior work experience Please attach a RESUME (including current GPA and anticipated graduation date) and a current unofficial TRANSCRIPT (showing all classes) to your application. Zions Bancorporation's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.

Zions Bancorporation is transforming what it means to work for a financial institution. We operate in a fast-paced, information-driven environment, which means we need people who bring diverse experiences, perspectives, and expertise to meet ever-changing demands. Your ability to adapt, learn innovate and collaborate with a dynamic team helps us provide exceptional service to our customers and communities. ETO is committed to helping our employees grow, develop, and advance in their career. Our Workforce of the Future, DEI and UpSkilling initiatives allow you to network across the organization, volunteer in our community, and build your technical and soft skills. We believe that investing in your success and well-being is an investment in our customers and our business. Together we are building a culture that values diversity, celebrates growth and creates a space of belonging for all our team members. Our people are what set us apart and make us great. We are currently accepting applications for a Bank Operations Specialist in Midvale, Utah or Houston, TX. This position is an in-office position Monday-Friday 8:00 am-5:00 pm MST. The ideal candidate for this role will have the skills and experience necessary to: * Provide daily assistance via phone and email, including diversified operational support to all bank employees throughout the corporation. * Duties include, but are not limited to: day 2 item processing, incoming and outgoing return items, document printing and mailing, and other general operational support for the corporation. * Assess and mitigate risk to include, but not limited to, potential loss and fraud. * Perform other duties as assigned. Qualifications: * Requires a High School diploma or equivalent and 1+ years of branch or banking operations or other directly related experience. Working knowledge of branch functions, banking operations, and accounting principles. * Ability to work with affiliate bank departments and branches. * Must be accurate, have strong customer service, processing, and communication skills. * Knowledge of computer software including spreadsheets, word processing, etc. * Ability to meet deadlines and resolve problems. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products Pay range (depending on experience): $18.00-$22.00

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.

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

Zions is seeking an experienced International Relationship Manager to join our International Banking team in Houston, TX. This role focuses on building and managing commercial relationships with companies engaged in international trade, while ensuring risk mitigation and compliance with all KYC requirements. International Banking is a full-service lending group specializing in financing solutions for exporters, importers, U.S. subsidiaries of foreign parent companies, and international corporates. Key Responsibilities: * Develop and maintain strong, low-risk commercial relationships while delivering exceptional customer service. * Serve as the principal account and relationship manager for new and existing clients. * Drive business development by generating leads through referrals, existing clients, and internal partnerships. * Sell Trade Finance solutions, including: * EXIM Bank programs * Foreign Direct Investment * Trade Cycle Finance * Supply Chain Finance * Credit-Insured Lending * Export Trade Services * Letters of Credit * Foreign Exchange * Conduct portfolio reviews, make recommendations, and ensure client satisfaction. * Manage all aspects of the sales process, including credit analysis, loan structuring, client interviews, and character assessment. * Cross sell additional banking products and services. * Perform other duties as assigned. Qualifications: * Education & Experience: * Bachelor's degree in business, accounting, finance, or related field. * Minimum 2+ years of experience selling financial services products in Trade Finance and Foreign Exchange or other directly related experience. * Experience with working capital guarantee loans or other credit-enhanced financing preferred. * Technical Skills: * Knowledge of commercial lending, credit analysis, and international trade products. * Familiarity with depository services and working capital guarantee loans. * Solid computer skills, including Microsoft Office. * Soft Skills: * Ability to develop advisory relationships with clients and prospects. * Strong interpersonal, communication, and negotiation skills. * Proven business development and customer relationship management capabilities. * Problem-solving and decision-making expertise. * Language: * Fluency in Spanish required. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products

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

Houston, Texas;Sugar Land, Texas; Katy, Texas; Stafford, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **:** Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your mind to. + Builds and nurtures strong relationships. + Collaborates effectively with others to get things done. + Communicates effectively and confidently and is comfortable engaging all clients. + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. + Likes to learn, adapts to new information and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired** **Qualifications** : + Bi-lingual Spanish speaking + Strong computer skills with an ability to multitask in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. The Zions Bancorporation Factoring group is seeking a Portfolio Manager with operational and risk management experience to manage the operational aspects of factoring clients. Our group specializes in the financial service of factoring to enable companies to obtain working capital and help them grow, provide employment, and become strong members of their communities. The department assesses the creditworthiness of the businesses' customers, determining the potential risks and benefits associated with purchasing the receivables. Through these services, the factoring department plays a crucial role in supporting business liquidity, fostering growth, and enhancing overall financial stability. Responsibilities: Responsible for managing the credit and operational aspects assigned accounts including; Cash Processing/Credit Underwriting/Funding/Customer Service and Data Entry/Buy Desk. Oversees Cash Processing and reviews reconciliations to ensure timely clearance of items. Oversees Charge Back/Collections and funding process. Works in conjunction with the Relationship Manager and Operations Manager to ensure customer service, credit underwriting and account management goals are meet. Supervises the AR Credit Specialists and the Verification Analysts. Ensure that policies and procedures associated with account debtor underwriting, verifications and the administration of the notices of assignment are being followed. Will play a dual role between serving the client and controlling risk in the portfolio. Responsible for reviewing the Client's financial compliance, account audits and operational reports to determine the appropriate risk grade for each Client in their portfolio. Assist in administering any workout plan along with the assigned Relationship Manager for adversely graded credits. Responsible for portfolio's Credit Risk Meeting to review receivable collections, client account dilution, indirect payments, general buy desk or other operational issues and for developing appropriate action plans to ensure that issues discussed are addressed timely. Responsible for onboarding the client to factoring by educating them on what steps they need to take to help their account run smoothly. Functions as the point of contact for cliental to answer operational questions about their relationship. Responsible to hire, fire, train and employee performance management. Other duties as assigned. Qualifications: Requires a bachelor's degree in Finance, Accounting or other related field 2+ years of financial industry, credit and credit metrics, factoring, interpreting financial statements experience or other directly related experience. Supervisory or leadership experience. An equivalent combination of education and experience may meet qualifications. Working knowledge of various types of financial statements, interpreting financial statements, credit metrics, account debtor underwriting and factoring and factoring risks including the internal processes designed to control these risks. Working knowledge of credit reporting services is highly desired. Capability to do the work of the group. Knowledge of banking products, services, policies, procedures and regulations. Solid credit skills in financial modeling, valuations and adherence to policy. Ability to deliver both good and bad news to clients and management. Ability to raise concerns as needed. Solid customer service, relationship, organizational, analytical and creative problem solving skills. Ability to meet deadlines. Must have solid communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets. Ability to train and mentor staff. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

Zions Bancorporation, N.A. is one of the nation's premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $90 billion. Zions operates banking divisions under local management teams and community identities in 11 states. The Credit Examination Department is responsible for protecting the interest of shareholders of Zions Bancorporation by identifying credit activities that present significant business risks. We are seeking a detail-oriented Commercial Principal Credit Examiner who will participate in commercial loan examinations and ongoing monitoring activities to evaluate credit-related activities across and within divisions of the bank. The Credit Examiner will evaluate credit structures, underwriting analysis, cash flow sources and repayment capacity, financial statements, risk management practices, collateral, risk grading accuracy, and loan documentation. If you want to increase your knowledge and expertise in all facets of credit, you will find this position very appealing. In addition to traditional commercial and commercial real estate lending, you will be exposed to specialty industries and lending areas such as Agriculture, Automobile Flooring, Gaming, Oil & Gas, Vacation Ownership, Enterprise Value Lending, Large Corporate Syndications, Project Finance, etc. We offer extensive training to further build your credit skills. If you want to work on a team where your input matters, you get to collaborate with a team of 10 - 15 other commercial examiners with whom you will grow, where your work is truly valued and you make a real difference, then you will be in good company. The Principal Credit Examiner will: * Lead and assist in examinations reviewing commercial, commercial real estate, and specialty lending products to identify potential credit risk problems, minimize loan losses, and ensure conformity with corporate credit policy. * Analyze detailed financial data and spreads to quickly determine repayment capacity and ability to repay debt. * Assess underwriting and monitoring processes, as well as accuracy of risk grades. * Test compliance with company policies, procedures, and banking regulations. * Review collateral and legal documentation to evaluate lien perfection and borrower compliance with loan covenants. * Communicate conclusions to bank management through oral and written reports with recommendations for corrective actions, when necessary. * Perform validation testing to assess whether recommendations have been successfully implemented. * Minimal travel required, up to 5 days annually. Requirements / Qualifications * Expert knowledge of credit risk, accounting, audit procedures, and legal and regulatory requirements. * Expert knowledge of commercial and commercial real estate loan products, including owner occupied real estate, investor real estate, construction, and commercial and industrial loans. * Ability to identify credit risk issues and provide accurate conclusions and recommendations in a timely manner. * Exhibit strong verbal and written communication skills. Strong leadership skills. * Working knowledge with Microsoft Office, Excel, Word, and PowerPoint. * Bachelor's in Business, Finance or a related field * 10+ years of experience performing credit analysis or conducting audit assessments on commercial and commercial real estate lending products. * Portfolio management experience with a regional or large bank is beneficial. Location: * This position is full time in the office at the Zions Technology Center in Midvale, UT … Amegy Tower in Houston, TX … Biltmore Corporate Office in Phoenix, AZ. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, 20 days of Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for evaluating credit risk, enjoy collaborating with co-workers, and want to make a difference for the bank and communities we serve.