Zions Bank jobs in San Diego, CA - 90 jobs

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We're seeking a talented **Senior Graphic Designer in La Jolla, CA** to craft compelling visual concepts and lead creative design projects that elevate our brand across digital and print platforms." **Essential Functions:** + Responsible for managing, developing and executing a wide range of graphic design projects for external and internal audiences. + Works with internal development teams on page development, design and providing new layout. + Works with internal clients on corporate identity and design standards and policies. + Creates marketing materials as needed. + Designs company/department publications. + Works with various departments on development, design, updating and deployment of graphic designs. + Oversees projects, including typography, layout, color and visual communication. + Senior level may supervise graphic designer and artists as assigned. + Other duties as assigned. **Qualifications:** + Requires a Bachelor's degree in Graphic Design, Marketing or a related field and 4+ years with graphic-design and graphic design programs or other directly related experience. A combination of education and experience may meet requirements. + A Bachelor's degree or Certificate in graphic design preferred. + Employs advanced knowledge as a generalist or specialist of graphic design, graphic services, prepress, print production, and PC's or Mac's. + Expert knowledge of Adobe creative suites (Photoshop, Illustrator, InDesign) and other graphic design applications to create professional layouts/designs through production. + Advanced project management, organizational, customer relations, and communication skills. + Proficiency in artwork production as it relates to print and digital displays. + Strong proof-reading skills. + Solid problem resolution skills. Ability to work with other departments. + Must be able to meet deadlines. + Requires excellent supervisory, cost control, project management, organizational, and communication skills. + Must be able to meet deadlines. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Paternal 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 **This position is eligible to earn a base salary in the range of $66,000 - $81,000 depending on job-related factors such as level of experience.** **Req ID:** 069251 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.

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 Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. Specific responsibilities include, but are not limited to: Managing the branch's Wealth Management Client Associates and Service Support Staff Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Resolving complex, escalated client service and operational needs Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise 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. 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, problem resolution, and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - San Diego - 701 B ST (CA0816) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of _San Diego Union-Tribune_ and _Orange County Register_ . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for an **Administrative Assistant** in **La Jolla, CA** . **Essential Functions:** + Provides a variety of administrative and staff support services to an organizational unit. + Performs a variety of administrative and clerical duties, which may include word processing, organizing electronic and paper files, scheduling meetings, maintaining calendars, processing incoming mail, answering phones, maintaining reports and other pertinent data. + May assist in budget preparation and control activities. + May assist in preparation and control of records, statistics, and reports regarding operations, personnel changes, etc. + May administer various programs, projects, and/or processes specific to the operating unit served. + May serve as administrative liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities, and operations. + May train and assist other employees. + Other duties as assigned. **Qualifications:** + Requires High School diploma or equivalent and 4+ yrs office, administrative, clerical, word processing or related experience. A combination of education and experience may meet requirements. + Must have an advanced knowledge of departmental functions, banking and/or departmental and administrative process and procedures. + Requires word processing, computer and customer service skills. + Strong organizational, customer relations and communications skills, both verbal and written. + Some analytical ability is required in order to gather and summarize data for reports, find solutions to various administrative problems. + Ability to handle sensitive and confidential situations. + Broad application of principles, theories, and concepts in applicable discipline. **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 $55,000 - $60,000 annually depending on job-related factors such as level of experience.** **Req ID:** 069071 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!

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of _San Diego Union-Tribune_ and _Orange County Register_ . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a **Premier Client Support Specialist** in **San Diego, CA.** This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. **Essential Functions:** + Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. + Processes and closes both routine and complex residential and commercial loans. + Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met. + Accepts loan applications for underwriting and documentation and closes loans. + Reviews and audits loan documentation for accuracy and completeness and follows up as necessary. + May perform cash handling and deposit functions. + Other duties as assigned. **Qualifications:** + Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience. + A college degree and 2 years related experience preferred. + Basic knowledge of bank products, procedures and customer service. + Ability to assist with working loan files and new relationships. + Must be knowledgeable in lending regulations. + Be familiar with common office software and applications. + Must have strong interpersonal, written, and verbal communication skills. + Must be able to work independently, prioritize projects, and follow through on deadlines. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Paternal 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 **This position is eligible to earn a base salary in the range of $20 - $22 hourly depending on job-related factors such as level of experience.** **Req ID:** 069023 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.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a **Branch Operations Specialist** to provide top notch customer service to our clients and customers in our **San Diego Region** . If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! **Essential Functions:** + Supports the assigned branch throughout the **San Diego, CA Region** by performing duties on the teller line, in new accounts, and branch operations. + Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record. + May occasionally be assigned to back-office departments. + May also assist with special projects. + Ensures high quality customer service goals are met. + May train staff on proper bank procedures. + Other duties as assigned. **Qualifications:** + MUST BE ABLE to accept assignments throughout the Antelope Valley Region ranging in duration from one day to several months. + MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts. + High school diploma or equivalent required. + Ability to contribute to the development of branch operations, new accounts, and sales principles. + Proficient training skills. **Benefits:** + Mileage and travel time pay. + Eligible for sales bonuses, monthly incentives, and annual discretionary bonus. + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Paternal 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, and 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 $27 - $33 hourly depending on job-related factors such as level of experience.** **Req ID:** 068845 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.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of _San Diego Union-Tribune_ and _Orange County Register_ . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. . We are looking for a **Branch Operations Supervisor in San Diego, CA.** This role focuses on management of the day-to-day activities of the branch including the teller line, new accounts and all aspects of inside sales. **Essential Functions:** + Travels to various branches and departments acting as a temporary Customer Service Manager. + Responsible to open and close branch, create reports, give approvals on branch operations capacity. + Manages the day-to-day activities of the branch including the teller line, new accounts and all aspects of inside sales. + Handles any issues, in person and/or over the phone. + Some regional travel required. + Must be able to provide own transportation to drive to and from assignments. + May be required to lead or supervise branch staff. + Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record. + Other duties as assigned. **Qualifications:** + Requires a Bachelors degree and 2+ years experience in branch banking or operations or other directly related experience. + A combination of education and experience may meet job requirements. + Working knowledge of branch operations, policies, procedures. + Knowledge of branch financial products and servcies. + Ability to function in performing multiple branch job responsibilites. + Solid customer service and communication skills. + Good leadership skills. **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 $70,304 - $80,000 annually depending on job-related factors such as level of experience.** **Req ID:** 069294 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.

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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Grows business knowledge and network by partnering with experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. * Collaborates effectively to get things done, building and nurturing strong relationships. * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions for new and existing clients based on their needs. * Communicates effectively and confidently, and is comfortable engaging all clients. * Has the ability to learn and adapt to new information and technology platforms. * Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). * Applies strong critical thinking and problem-solving skills to meet clients' needs. * Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. * Efficiently manages time and capacity. * Focuses on results, while acting in the best interest of the client. * Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial services industry, products and solutions. * One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. * Six months of cash handling experience. * Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: * Adaptability * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification * Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift: 1st shift (United States of America) Hours Per Week: 40

Consistently ranking among American Banker magazine's "Best Banks to Work For" for over a decade, Zions Bancorporation is a "Collection of Great Banks" with local brand names and management teams in each of our major Western markets. And because we've known that, for over 150 years, our success has come from the exceptional dedication, experience and talent of our diverse employee base, we're committed to being the premier employer of choice. Ready to make your mark on a legacy brand? Our expanding marketing team is building something special-a dynamic, in-house Creative Studio and innovative Demand Center that will transform how we connect with customers. Under fresh leadership from our newly appointed CMO, we're reimagining what marketing can be while supporting a bank known for its experienced bankers, exceptional service, and local leadership deeply rooted in the communities we serve. This isn't just another financial marketing role - it's your chance to shape a creative vision with real impact. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. If you're ready to create work that actually matters, we're ready to review your application. You bring the talent; we bring the opportunity. We're looking for a curious, detail-oriented Marketing Research Analyst to join our team and help us uncover actionable insights that drive smarter marketing decisions. In this role, you'll design and execute research initiatives that optimize campaigns and deepen our understanding of customer behavior and market dynamics. This is an opportunity to influence high-impact marketing decisions with data-driven insights and gain exposure to cross-functional teams and strategic initiatives. Key Responsibilities * Conduct primary and secondary research to understand customer needs, market trends, and competitive positioning. * Develop and analyze surveys, focus groups, and other research tools to gather qualitative and quantitative insights. * Translate complex data into clear, actionable recommendations for marketing, product, and leadership teams. * Evaluate marketing campaign effectiveness and provide strategic recommendations for optimization. * Monitor industry trends and competitor activity to inform positioning and strategic planning. * Create dashboards, reports, and presentations that communicate findings in a compelling and digestible format. Qualifications * Bachelor's degree in marketing, Business, Statistics, Psychology, or a related field and 3-5 years of experience in marketing research, consumer insights, or analytics. * Proficiency in research tools (e.g., Qualtrics, SurveyMonkey) and data platforms (e.g., Excel, Tableau, SPSS, or similar). * Strong analytical and storytelling skills with the ability to connect data to strategy. * Experience in B2B or B2C environments preferred. * This is an in-office position 5 days - not a hybrid role. * This position is eligible to earn a base salary in the range of $81,000 - $118,250 annually depending on job-related factors such as level of experience and location.

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 supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: • Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products • Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner • Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios Qualifications: Minimum of 1 year of experience with a financial institution focusing on client service and sales High net worth client service and sales experience desired BS/BA degree in Business, Finance or Economics desired Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819) Pay and benefits information Pay range$28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: Operates as a back up financial center leader within a market Manages client traffic, engaging and appropriately routing clients, and fostering client retention Manages business results through formalized management routines and coaching Creates a world class client experience environment Manages market-level initiative prescribed by market leaders Drives operational excellence 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. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability Proven record of balancing risk and making sound decisions while achieving business goals Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Proficiency in computer skills and professional programs (for example, Microsoft Office) Must be able to work weekends and/or extended hours and travel to any financial center within the defined market Desired Qualifications: 1+ years of management experience including hiring, coaching and developing direct reports Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality Bachelor's Degree in related field Bilingual (fluent verbal and written) Skills: Coaching Customer Service Management Customer and Client Focus Performance Management Talent Development Business Operations Management Recruiting Result Orientation Risk Management Sales Performance Management Inclusive Leadership Leadership Development Prioritization Problem Solving Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - San Diego - 3535 Del Mar Heights Rd - DEL MAR HIGHLANDS BC (CA0215) Pay and benefits information Pay range$72,000.00 - $90,300.00 annualized salary, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

For more than 150 years, Zions Bancorporation has built on the dedication and talent of our people, earning recognition as one of the 'Best Banks to Work For.' Now, we're focused on shaping the future of banking-leveraging innovation, strengthening local relationships, and delivering exceptional value across our collection of great banks in the West. Our expanding marketing team is creating something transformative: a dynamic, in-house Creative Studio that will redefine how we tell our story and connect with customers. Under the leadership of our new CMO, we're building a modern, collaborative hub for bold ideas and innovative campaigns that elevate a bank known for exceptional service and deep community roots. This is your opportunity to help shape a creative vision that sets a new standard for financial marketing. We're looking for an Associate Creative Director who is a strategic thinker, a strong conceptual storyteller, and a hands-on leader. In this role, you'll guide integrated campaigns that align creative vision with business objectives from idea to execution, mentor a growing creative team, and push for innovative, distinctive work that elevates our brand across channels. If you thrive in a fast-paced, collaborative environment and know how to turn strategy into compelling creative, this is your opportunity to make a lasting impact. JOB RESPONSIBILITIES * Lead the development and execution of integrated marketing strategies that align with Zions Bancorporation's brand culture and business objectives. * Translate business goals into compelling creative campaigns and communications for internal and external audiences, including employer branding, financial communications, and corporate reputation initiatives. * Oversee creative direction for multi-channel deliverables; digital, social, print, and experiential, ensuring consistency and quality across all touchpoints. * Collaborate with cross-functional partners in HR, Finance, and Investor Relations to support programs such as talent acquisition, onboarding, quarterly results, and shareholder communications. * Manage projects from concept through completion, driving alignment, timelines, and collaboration across teams. * Champion brand standards and ensure compliance with regulatory requirements and internal policies. * Mentor and inspire creative team members, fostering growth and excellence in craft. QUALIFICATIONS * Bachelor's degree in Design, Marketing, Communications, or related field; Master's preferred. * Minimum 5 years in creative leadership roles, ideally within financial services or regulated industries. * Expertise in marketing strategies across digital, interactive, and print channels. * Proven ability to manage large-scale projects, budgets, and agile workflows. * Exceptional leadership, organizational, and communication skills with a track record of mentoring teams. * Creative problem-solving and analytical abilities. * Familiarity with banking products and services is a plus. BENEFITS & COMPENSATION Along with competitive benefits starting on day one, including 12 bank holidays, profit sharing, and a company-matched 401(k), you'll have the chance to grow your career while creating work that truly matters to our customers and communities. Ready to bring your ideas to life? Share your application and portfolio today. This position is eligible to earn a base salary in the range of $105,000 - $150,000 annually depending on job-related factors such as level of experience and location. * Day-one coverage for Medical, Dental, Vision, Life, and Disability Insurance. * Paid Parental Leave, Adoption Assistance, and Mental Health benefits including coaching and therapy sessions. * 401(k) with company match, Profit Sharing, and Tuition Reimbursement (up to $5,250 annually). * Paid Training, Paid Time Off (PTO), 11 Federal Holidays plus applicable state holidays. * Employee Ambassador preferred banking products. LOCATION OPTIONS * Salt Lake City, UT * San Diego, CA * San Francisco, CA * Seattle, WA Please note: This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role. Ready to bring your vision to life? Share your application and portfolio today. Illusion

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 Consumer Lending advice to new-to-bank clients and external business development. Key responsibilities include applying mortgage lending principles and familiarity of Realtor, Builder, and Community contacts local to the market. Job expectations include having successful track-records of delivering lending services to clients by demonstrating an understanding of credit, lending guidelines, and the mortgage process. 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: Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking products Engages in community development, outside sales activities, and external networking to responsibly grow client and market share Understands lending processes and credit guidelines to best develop solutions for each client's needs Manages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partners Leverages digital solutions, providing clients with a choice in preferred service pathways Maintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goals Skills: Business Development Client Management Customer and Client Focus Prospecting Risk Management Account Management Client Solutions Advisory Credit and Risk Assessment Pipeline Management Referral Identification Attention to Detail Credit Documentation Requirements Issue Management Networking Relationship Building Required Skills and Experience • Has 3+ years of experience in a loan origination role with a focus on generating self-sourced purchase business through a verifiable, established network of referral sources • Demonstrated understanding of effectively managing a pipeline in order to deliver an exceptional client experience • Has a strong knowledge of loan products Conventional, Jumbo and Government. • Demonstrated ability to understand, analyze, and document income, assets and liabilities properly in order to qualify clients for specific loan products • Demonstrated understanding of processing, underwriting and/or closing procedures • Has a working knowledge of federal regulations governing real estate lending • Ability to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy. • An ability to work independently • Is a strong communicator, both written and verbal • Is self-motivated and highly organized • Can prioritize multiple competing tasks • Uses appropriate interpersonal styles, communication methods and approaches to gain clients and keep them informed during the loan process • Demonstrated understanding of the connection of the level of service provided being directly correlated to driving sales volume • Can be flexible to work weekends and or extended hours as needed to serve clients Desired Skills and Experience • Familiarity with FHA and HUD guidelines • Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information • Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously • The ability to analyze and comprehend complex financial data and provide financial alternatives • Professional and effective interpersonal skills • An ability to take ownership, accountability and can demonstrate integrity • Adaptability and can demonstrate flexibility • A positive attitude • Effective communication styles The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819) Pay and benefits information Pay range$65,000.00 - $73,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a seasoned **Branch Service Manager** at our **Alpine, CA** branch. This role provides sales leadership, through their own production, as well as the oversight sales and services tasks, and works closely with key partners to achieve sales and service objectives while maintaining operational integrity. **Essential Functions:** + Responsible to manage the branch service, sales and operations functions to achieve the strategic goals of the branch in coordination with a Branch Manager or Business Center Manager. + Responsible to perform the following tasks and/or regularly makes substantially weighted recommendations regarding: interviewing, selecting, hiring, performance evaluations, advancement and termination of employees. + Responsible for training, coaching and mentoring employees. + Provides leadership and training for the sale and referral of bank products and services. + Responsible to resolve and respond to client service issues, complex client complaints and questions. + Directs the work of managed employees. + May schedule and set hours of work. + Maintains production or sales records for use in supervision and/or performance management of employees, appraises employee productivity and efficiency. + Recommends promotions or other changes in employee status, handles employee complaints and grievances, disciplines employees, apportions the work and determines the approaches used by employees to do assigned tasks. + Responsible for compliance with/adherence to safety and security protocols. + Monitors and/or implements legal compliance measures, ensures the branch/business center is in compliance with all bank policies and procedures. + Approves teller transactions as needed. + Prepares the branch/business center for audits and works with audit staff to resolve any issues identified. + Provides sales leadership, through their own production, as well as the oversight of sales and services tasks. + Works closely with key partners to achieve sales and service objectives and maintain operational integrity. + Monitors and ensures compliance with policy and the companies risk appetite. + Implements management procedures and operating practices and commits the branch/business center in matters of significant financial impact. + Has discretion to perform approvals and overrides within their authority. + Involved in planning long- or short-term operational, sales and customer experience goals. + Investigates and researches operational issues, loss, fraud and resolves complex and/or significant matters on behalf of the company. + Represents the branch/business center in handling complaints, arbitrating disputes or resolving grievances. + May process cash transactions and perform other customer service and sales duties within the branch/business center as needed. + Has discretion to determine when to perform these additional functions. + Other duties as assigned. + This position requires the Branch Service Manager to work on site at the assigned branch or business center office. **Qualifications:** + Requires a high school diploma and 2+ years' experience in retail banking, sales, new accounts, customer service, loan processes or other directly related experience. + A combination of education and experience may meet requirements. + Knowledge of the banking industry, processes, procedures, regulations and products. + Knowledge of lending process and procedures. + Strong customer service, relationships building, sales and management skills. + Able to handle various client concerns and problems. + Must have good communication skills, both verbal and written. + Knowledge of computer programs, i.e. word processing, spreadsheets etc. + Ability to set and maintain high quality work standards. + Ability to lead a group. + Ability to deal effectively with people in various job capacities. + Excellent problem solving and communication skills. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Paternal 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 This position is eligible to earn a base salary in the range of **$64,480 - $83,600** annually depending on job-related factors such as level of experience. **Req ID:** 068934 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.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a **Credit Analyst** to join our **Business Lending Services (BLS) team** in **San Diego, CA** . CB&T's Business Lending Services (BLS) team provides both loan underwriting and portfolio management support for our Core Branch Banking network focused on the Middle Market business banking segment. BLS embodies CB&T's Vision, Mission, and Values by providing localized support and the ability to work as a larger team to successfully provide a high level of customer experience. BLS is located across three offices throughout the state and multiple teams that consist of Portfolio Managers, Credit Advisors and Credit Analysts at all experience levels. We offer opportunities for learning and career development, exposure to various commercial loan products, and understanding the entire loan facilitation process. **Essential Functions:** + Conducts credit investigations and analyzes credit information pertaining to loans. + Investigates all available sources of credit and financial information, including reporting services, credit bureaus, other companies, main office files, and branches. + Analyzes financial statements and related material. + Analyzes financial conditions and trends. + Reviews and reports non-compliance with loan covenants. + Determines cash flow using appropriate spreading application. + Prepares summaries, presents facts, and offers opinions concerning creditworthiness. + Provides credit information and references for customers, loan officers, or other agencies as requested. + May provide rates and loan information to clients. + Ensures that all credit files include proper documentation including current financial statements, agency reports, etc. + Maintains control over current accounts, noting payment progress, watching for any developing problems, and keeping loan officers informed. + Writes credit memorandums. + Accompanies lenders on business calls. + Conducts industry research. + Assists with special projects as assigned. **Qualifications:** + Requires a Bachelor's degree in Accounting or Finance and 2+ years of credit analysis experience, lending/credit procedures and process or other directly related experience. A combination of education and experience may meet requirements. + Working knowledge of financial and spread analysis and credit/lending procedures for moderately complex loans. + Working knowledge of commercial credit principles, theories, concepts, and techniques. + Ability to work with lending officers and staff. + Solid analysis, research and communication skills, both verbal and written. + Must be detail oriented. + Ability to meet deadlines and make sound decisions regarding loans. + Solid PC skills required. + Working knowledge of spreading/cash flow application is a plus. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Paternal 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 This position is eligible to earn a base salary in the range of $29 - $38 hourly depending on job-related factors such as level of experience. **Req ID:** 068708 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.

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. We are actively recruiting a highly-motivated treasury professional who is passionate about advising clients on their journey to be best-in-class. We help revolutionize banking for our clients so they can grow and prosper by identifying scalable efficiencies, positioning global technology, and transitioning from paper to digital. Job Responsibilities: This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs. * Focus on growing new and existing relationships by identifying and cross selling our global treasury solutions * Lead, coach, and develop Treasury Sales Analysts in day to day support of client deliverables * Serve as a digital ambassador driving mobile, digital, and real time payments adoption * Manage and lead strategic dialogues around key client centric issues by leveraging industry best practices, peer benchmarking, and industry data analytics * Maintain a strong client focus, treasury industry expertise, client subsector expertise, and a broad understanding of banking Job Qualifications: * Bachelor's degree or equivalent work experience * 6+ years of experience in treasury sales * Intellectually curious and motivated to continuously improve processes * Sales and client relationship experience * Excellent verbal/ written communication and presentation skills * Proven negotiation and active listening skills * Excellent critical/strategic thinking and problem resolution skills * Successfully demonstrates creative thinking while adhering to guidelines * Strong business/financial acumen * Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts * Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction * Successfully maneuvers throughout the enterprise * Proactively engages all internal partners for sales opportunities * Effectively manages risk while balancing the needs of the client, the team, and the bank * Able to effectively work as an individual contributor as well as a close team member in a fast paced environment * International Cash Management and/or Trade & Supply Chain Finance experience preferred * Intrinsically motivated to continuously improve processes and/or one's own education * Certified Treasury Professional certification or equivalent preferred Skills: * Account Management * Business Development * Client Management * Client Solutions Advisory * Customer and Client Focus * Critical Thinking * Portfolio Analysis * Presentation Skills * Relationship Building * Sales Strategy * Coaching * Collaboration * Oral Communications * Prioritization * Prospecting Shift: 1st shift (United States of America) Hours Per Week: 40

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver 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 Schedule: * Monday - Fridays and rotating Saturdays 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: * 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. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications * Please note this is a sourcing requisition there might not be an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities. Key responsibilities include supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. Job expectations include working independently or with minimal guidance, while keeping the ME and Division Supervision Executive informed on significant matters. The Market Supervision Manager (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed; respond to regulatory inquiries and resolve client concerns or complaints. Ultimately, the MSM protects the Firm, grows the business, and serves the client by proactively managing and mitigating risk. 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: * Bachelor's degree or equivalent work experience * Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program 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 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

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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Carlsbad - 2704 Loker Ave W (CA0242), US - CA - Encinitas - 1340 Encinitas Blvd - RANCHO ENCINITAS BC (CA0175), US - CA - La Jolla - 8813 Villa La Jolla Dr - LA JOLLA VILLAGE SQUARE BC (CA0214), US - CA - San Diego - 10531 SCRIPPS POWAY PKWY - SCRIPPS-POWAY PARKWAY BC (CA0228), US - CA - San Diego - 11190 E Ocean Air DR (CA0244), US - CA - San Diego - 3535 Del Mar Heights Rd - DEL MAR HIGHLANDS BC (CA0215), US - CA - San Diego - 3619 MIDWAY DR (CA0273), US - CA - San Diego - 4002 Clairemont Mesa Blvd - NORTH CLAIREMONT BC (CA0210), US - CA - San Diego - 5851 Balboa Ave - BALBOA-GENESEE BC (CA0143), US - CA - San Diego - 9290 Mira Mesa Blvd - Mira Mesa-scripps (CA0160) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.