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Job DescriptionDescription: The Federal Savings Bank is seeking a highly organized, friendly, and outgoing Assistant Mortgage Banker to join our thriving Scottsdale, AZ office. As an Assistant Mortgage Banker, you will be a frontline member of one of the busiest teams in our Consumer Direct Mortgage division. Qualified applicants must reside in a commutable distance to our Scottsdale, AZ office at the time of application and be able to work onsite Monday – Friday. Duties & Responsibilities: • Conduct weekly pipeline reviews with each Senior Vice President to assess loan pipeline status, milestone progression, and overall loan movement., • Attend weekly Senior Vice President team meetings to address questions and provide data-driven insights on improving loans’ days in process., • Implement process improvement strategies to reduce administrative burden for Senior Vice Presidents, enabling greater focus on sales leadership and coaching., • Ensure the borrower’s Uniform Residential Loan Application (URLA/Form 1003) is accurate, complete, and ready for processing., • Send introductory communications to borrowers, including Junior Mortgage Banker introductions and initial documentation requests., • Collect the borrower’s application fee in accordance with company procedures., • Confirm all required borrower e-signatures are completed in a timely manner., • Support the Mortgage Analyst in transitioning loan files to the processing stage., • Assist in coordinating property inspections and scheduling with borrowers, vendors, and contractors as needed., • Maintain an up-to-date tracking report for Senior Vice Presidents and Bankers that reflects active loan files and current statuses., • Coordinate and schedule loan closings with all relevant parties. What We Offer: • Base Salary plus bonus., • Generous paid time off plus sick time., • Health, Dental, and Vision insurance plans., • HSA and FSA insurance plans available., • Complimentary Employee Assistant Program (EAP)., • Paid time off that increases with length of employment., • Company paid life insurance., • 401k with partial company matching., • Big bank resources with small bank feel.Requirements: Skills/Qualifications • High school diploma or equivalent required., • 2+ years of experience in mortgage lending or mortgage sales support., • Experience with Encompass loan origination software., • Knowledge of current conventional loan guidelines, including Fannie Mae, Freddie Mac, and Ginnie Mae requirements., • Knowledge of current FHA and VA loan guidelines., • Proficiency with Microsoft Office products, including Excel, Word, and Outlook., • Demonstrated ability to communicate professionally while maintaining a friendly and approachable demeanor., • Creative and proactive problem-solver., • Strong time management and organizational skills. The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job DescriptionDescription: Join Our Team as a Consumer Direct Mortgage Banker in Scottsdale, AZ! About Us: The Federal Savings Bank is seeking to expand our dynamic Consumer Direct team with vibrant and detail-oriented mortgage bankers. You’ll benefit from our comprehensive 50-state platform, engaging with bank-provided leads, and working in a fully remote capacity. What We’re Looking For: We're on the hunt for experienced, energetic sales professionals who thrive in a fast-paced, high-intensity environment. If you have the drive to transform leads into successful deals and provide top-notch customer service, we want to hear from you! This position is based in our Scottsdale, AZ office. Qualified applicants must be able to commute to the office five days a week at the time of application. Your Role: • Utilize bank-provided leads and sales process to drive sales and customer satisfaction., • Leverage a wide array of loan programs and aggressive underwriting to offer our clients the best options., • Focus primarily on refinance initiatives with no requirement for self-generated business., • Enjoy support from our seasoned operations and processing team, ensuring efficiency and speed in closing your loans. Why Choose Us? • Based in class compensation for lead providing model, • We cover the cost for everything credit pulls, CRM, leads, marketing etc., • Originate loans across all 50 states, free from the headaches of state licensing., • Our skilled operations staff specializes in Processing, Underwriting, Compliance, and Closing., • Quick turn-times Aim to close loans in under 30 days., • Benefit from relationships with 40 investors, and direct selling capabilities to Fannie Mae, Freddie Mac, and Ginnie Mae., • Enjoy the flexibility of working securely from home or office. If you're ready to help more borrowers and reduce your prospecting time, contact us today! Get in Touch HAYLEY HYNTON, Business Development Partner Phone: 630-780-1640 Email: hhynton@thefederalsavingsbank.com Requirements: • Driven and Goal-Oriented: Fuel your career growth with a strong desire to achieve and surpass financial goals in a thriving environment., • Valuable Experience: Possess a minimum of one year of mortgage lending experience in a call center or consumer direct setting., • Active NMLS #: Ensure seamless operations with an active National Mortgage Licensing System and Registry number., • Time Management Wizard: Show your prowess in managing time effectively to deliver results efficiently., • Motivated and Results-Oriented: Be self-driven, results-focused, and exercise a disciplined approach to managing leads for optimum success., • Effective Communicator: Utilize strong interpersonal communication skills to foster collaboration within all departments of the bank., • In-Depth Loan Knowledge: Know the ins and outs of current loan originating guidelines and procedures, ensuring compliance and excellence., • Stellar Track Record: Maintain a favorable credit and background check to instill trust and reliability., • Educational Advantage: A Bachelor’s degree is preferred for added competitive edge., • Specialized Lending Proficiency: VA and FHA lending experience is strongly preferred, offering specialized knowledge in these areas., • Veterans Encouraged: Veterans bring unique perspectives and experiences, and we warmly welcome your applications to enrich our team further., • Experienced Mortgage Professionals Wanted: We are looking for established professionals in the mortgage banking industry with at least one year of active experience. We're keen to consider only top candidates for this role. Employee Benefits: • Premium Health and Wellness Coverage: Access comprehensive health, dental, and vision insurance plans, along with company-paid life insurance to ensure peace of mind for you and your family., • Flexible Spending Accounts (FSAs): Enjoy competitive options to manage your healthcare expenses and achieve financial wellness., • Holistic Employee Assistance Programs (EAPs): Benefit from financial planning, emotional support, legal guidance, and work-life solutions, empowering you to balance personal and professional priorities effectively., • Dynamic Sales Contests: Participate in exciting sales contests with opportunities for recognition both regionally and across the entire bank., • National Employee Recognition: Celebrate your achievements with company-wide recognition events designed to acknowledge and reward excellence. The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job Description CORPORATE PROFILE Ziegler is a privately held investment bank, capital markets and proprietary investments firm and specializes in the senior living, healthcare, and education sectors. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler’s provides clients with advisory and capital solutions to achieve strategic objectives, as well as propel organizational growth and maximize value. BUSINESS UNIT Ziegler Senior Housing and Care Finance Practice (“SHCFP”) is focused on delivering sell-side M&A solutions as well as the entire capital stack of financing options to senior housing and care organizations across the country. Ziegler is one of the most active firms offering innovative sell-side, recapitalization/restructuring, and agency and debt placement products to achieve our client’s objectives. POSITION OVERVIEW Ziegler is seeking a well-established Managing Director/Director with relevant relationships with for-profit senior housing (IL/AL/MC) and skilled nursing owner/operators to join the SHCFP team. The ideal candidate for this position will have significant experience with senior housing M&A and financing transactions. The individual we seek has significant relationships with large and middle market senior housing and care providers with experience leading M&A and/or financing activities. The firm is open to where this position will be located. This banker will be responsible for: • Driving new client business development in areas of his or her expertise and within the geographic area as well as providing leverage for other members of the team. Successful senior investment bankers at Ziegler target a minimum of $2-4+ million in annual revenues;, • Managing resources efficiently and effectively to adjust to changes in the marketplace;, • Acting as the business’ advocate for both clients and the Ziegler SHCFP Team;, • Building bridges with the other businesses at Ziegler, since greater scale of coordinated business yields greater bottom-line margins;, • Enhancing a strong, positive image and reputation; Honesty, Integrity and credibility are key to Ziegler, the SHCFP and each individual team member and client;, • Determining the appropriate fee arrangements;, • Establishing clear definitions of target clients;, • Establishing meaningful, measurable goals and milestones for his or her sector coverage; ensuring that the organization meets its objectives;, • Possessing an understanding of the firm’s competition in its respective areas of expertise and being able to communicate the Ziegler Value Proposition to clients;, • Having an outstanding personal brand in senior housing and care, a person who will both intuitively serve clients in an extraordinary way and provide creative, flexible financing solutions to clients. Professional qualifications A successful investment banker at Ziegler is a highly accomplished, energetic financial professional with proven experience providing creative and innovative advisory and financing solutions for clients. The person must be of superior intellect, with an immediate grasp of Ziegler’s competitive advantage and the changing dynamics of the core senior housing and care practice. This individual will have a minimum of 8-10 years of relevant experience in investment banking or similar corporate roles that nurture the attributes of a successful investment banker. Thriving in a team environment, this banker must possess a solid reputation as a “get it done” business-focused executive known as a driver of bespoke, client-centric solutions. The successful candidate possesses the following qualities: • Proven leadership skills: this executive must be a proven leader with the highest standards of character and integrity., • Demonstrated access to clients and leaders in the healthcare sector, being able to leverage the expertise of Ziegler., • The ability, in both written and oral presentations, to communicate confidently vision and direction., • An undergraduate degree from a well-regarded institution. An MBA degree or a CPA designation is highly desirable., • Series 79, and/or 24 designations are desirable. PERSONAL qualifications The successful candidate is a mature, confident, innovative, and creative executive who is customer service centric and loyal team member. This senior professional is approachable, highly collaborative, and thrives in a team-oriented culture. This banker shall possess the following characteristics: • Results-oriented; pragmatic, hands-on style; a decision maker with bias toward action. Ability to execute aggressively against strategy and be sharply focused on delivery of specific business and performance objectives., • Focused on processes as well as customer and people management driving efficiency and effectiveness., • Excellent consultative, collaborative, and influencing communication skills., • A Ziegler “culture carrier,” a nurturer of key internal constituencies and client relationships., • Ability to set clear and deliverable goals. Demonstrates resilience, passion, and commitment to deliver and be accountable for the results., • A thorough though concise communicator of revenue goals and budgets, defining success in terms of results delivered. Solid analytical skills with a disciplined and knowledge-based approach to decision making., • Adaptive and flexible, capable of moving in a variety of directions while being focused on achieving the required results., • Gain respect quickly and work well within the Ziegler culture, which emphasizes entrepreneurism, integrity, intelligence, hard work, and partnership., • Energetic, possessing the fortitude and stamina necessary to lead an organization going through substantive growth., • High personal standards of ethics and integrity; personal attributes of collaboration, openness, creativity, humility, “scrappiness,” responsibility, empathy, and a sense of humor., • Able to quickly win the respect of others by sound knowledge, good judgment, and an admirable personal style, throughout our business and recognize that a reputation for honest and fair dealing is a critical asset of our business. Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

Job DescriptionDescription: The Federal Savings Bank is expanding our top inside sales team! We seek experienced, high energy call center/consumer direct mortgage bankers to work bank-provided leads on a 50-state platform in our up and coming Scottsdale, AZ branch. There is absolutely NO COLD CALLING required in this position. This opportunity is extremely fast-paced and we deliver a high volume of hot, in-bound leads that convert at a very high percentage. Our Mortgage Bankers have access to a wide scope of loan programs and competitive rates while catering to a large base of veteran homeowners, those seeking government refinancing assistance, and first time home buyers. For more information please contact: HAYLEY HYNTON, Business Development Partner Phone: 630-780-1640 Email: Hhynton@thefederalsavingsbank.com What We Offer: • Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing, • Hot, Inbound leads, • Personalized marketing options, robust marketing support program(s), mobile app, and the latest technology give our Mortgage Bankers the edge they need to compete and win!, • Experienced and highly trained operations staff for Processing, Underwriting, Closing and Post Closing (ALL 100% IN HOUSE). On-site operations support available!, • Shared or dedicated Banker Assistants, • Loan products for every scenario: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM/Reverse Mortgages, Multi-Family, Commercial, Personal Lending and more!, • Some of the most competitive pricing and compensation plans in the industry More Reasons to Join: • Mentoring available to Sales Managers and Originators looking to grow their business and expand their teams. We will help you revamp your business plan!, • Unique company culture where originators are encouraged to build their own brand while leveraging The Federal Savings Bank platform, • Annual Chairman's Club trips open to top-performing LOs and Operations team members! (2023 trip was a five star resort in Spain!), • Medical, Dental, and Vision insurance plans available along with free Employee Assistance Programs, • Robust 401k match and company-paid basic life insuranceRequirements:, • Minimum of two years of mortgage lending experience in a call center/consumer direct environment, • Active NMLS #, • Must have the ability to manage time effectively due to the very high volume of in-bound leads the banker will be expected to work, • Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads, • Strong interpersonal communication skills; ability to effectively interact with individuals within all departments of the bank, • Thorough knowledge of current loan originating guidelines/procedures, • Favorable credit and background check, • Bachelor’s degree preferred, Associates required, • VA lending experience strongly preferred, • Veterans are encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 2 years of experience and actively working in the mortgage banking industry. Only qualified candidates and proven producers will be considered. The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job Description Are you tired of the corporate structure? Tired of losing clients to better pricing? If so, we have the place for you! Job Description: You will participate in business development activities and develop/maintain contacts with fellow employees, realtors, builders and developers to solicit new business or better serve existing business. You will build relationships and trust while meeting credit needs within the community. You will originate mortgages while counseling mortgage customers around a robust portfolio of solutions to meet their lending needs. *Note this is a 100% commissioned position* Company DescriptionPinnacle Lending Group is a mortgage banker that has been in business since 2006. Pinnacle started as a small broker shop in Las Vegas, Nevada and has grown to a full mortgage banker with branch offices in California and Arizona. We pride ourselves on low rates and VIP service for our customers.Pinnacle Lending Group is a mortgage banker that has been in business since 2006. Pinnacle started as a small broker shop in Las Vegas, Nevada and has grown to a full mortgage banker with branch offices in California and Arizona. We pride ourselves on low rates and VIP service for our customers.

Job Description First State Bank is seeking an experienced Mortgage Loan Officer at our Scottsdale location. If you have Mortgage Lending experience then you may be a great fit! Full Time benefits will apply, including; medical, dental and vision insurance, 401k, ESOP and more! Duties and Responsibilities: The Mortgage Loan Officer will combine all the attributes of a progressive mortgage banker with the values and services of a local, hometown community lender. Mortgage Loan Officers will perform all duties required of a Mortgage Loan Officer by following policies and procedures set forth by First State Bank, including, but not limited to: • Require a diverse set of products, services and technology to compete and win in an increasingly competitive environment., • Understand and offer a variety of loans including; FHA,VA, Rural Housing, MHDC, Non-Conforming Loans, FNMA and FHLMC, Portfolio loans, Bridge Loans and Home Equity Lines of Credit., • Approach their business with confidence to help them succeed. In addition, local processing and underwriting provide consistent and timely support to our originators. Voted the #1 Lender, Bank and Employer in St. Charles from 2009 through 2014, 2017, First State Bank is a destination for any lender looking to grow their business. Qualifications: • Bachelor’s degree from a four year college or university preferred., • 5 years as a Residential Mortgage Lender experience preferred. For more information about First State Bank, please visit our Career’s Page by clicking HERE. As a condition of employment, all new hires will be required to complete a background check and drug testing. First State Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Prospective employees will receive consideration without discrimination because of race, religion, color, sex, age, national origin, disability or genetic information, veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Job DescriptionDescription: The Federal Savings Bank is a dynamic, rapidly growing, and veteran-owned and operated bank. As we continue to grow in the ever-evolving mortgage industry, we are seeking driven, enthusiastic individuals to grow with us as a Consumer Direct Junior Loan Officer for our Scottsdale, AZ sales team. With on-the-job training from our most prosperous and experienced sales professionals, we will provide the tools and resources you need to thrive and succeed in the mortgage industry! What to Expect • Execute our best in class training plan to achieve success from day one, • Utilizing a Five9 dialer to make outbound phone calls to warm leads, • Support a top producing Senior Vice President with lead generation and follow up, • Learn and apply critical sales techniques through hands-on sales coaching from the BEST training team in the mortgage industry!, • Managing leads in our CRM, • Provide fantastic customer service to clients, • Consistently exceed borrower expectations. Always giving "Wow" service! What We Offer • As a federally chartered bank with the ability to lend in all 50 states, • Unlimited access to portfolio loan products and a billion-dollar database, • Top of the line software with tools and resources to help you succeed, • Mass texting, • Opportunity for growth and career advancementRequirements:, • High school diploma or GED required, • Professionals from the following fields have proven to be highly successful for this role: debt consolidation, insurance sales, time shares, and auto sales, • As one of the top VA lenders, Veterans are encouraged to apply! Benefits • Comprehensive Health, Dental, and Vision insurance plans available which include company paid life insurance and competitive FSAs, • Company sponsored Employee Assistance programs for financial planning, emotional support, legal guidance, and work-life solutions, • 401k with partial company match, • Employee appreciation events and employee recognition, • Ongoing mentorship from senior team members and banker trainings, • A true team culture working towards one common goal of helping homebuyers finance their dream home If you are looking for a career in the mortgage industry that offers consistency and stability in compensation, vast opportunities for growth and development, and a team that supports and invests in your professional success, apply today! For more information please contact: HAYLEY HYNTON, Business Development Partner Phone: 630-780-1640 Email: hhynton@thefederalsavingsbank.com The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job DescriptionDescription: The Federal Savings Bank is expanding our top inside sales team! We seek experienced, high energy call center/consumer direct mortgage bankers to work bank-provided leads on a 50-state platform in our up and coming Scottsdale, AZ branch. There is absolutely NO COLD CALLING required in this position. This opportunity is extremely fast-paced and we deliver a high volume of hot, in-bound leads that convert at a very high percentage. Our Mortgage Bankers have access to a wide scope of loan programs and competitive rates while catering to a large base of veteran homeowners, those seeking government refinancing assistance, and first time home buyers. For more information please contact: HAYLEY HYNTON, Business Development Partner Phone: 630-780-1640 Email: Hhynton@thefederalsavingsbank.com What We Offer: • Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing, • Hot, Inbound leads, • Personalized marketing options, robust marketing support program(s), mobile app, and the latest technology give our Mortgage Bankers the edge they need to compete and win!, • Experienced and highly trained operations staff for Processing, Underwriting, Closing and Post Closing (ALL 100% IN HOUSE). On-site operations support available!, • Shared or dedicated Banker Assistants, • Loan products for every scenario: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM/Reverse Mortgages, Multi-Family, Commercial, Personal Lending and more!, • Some of the most competitive pricing and compensation plans in the industry More Reasons to Join: • Mentoring available to Sales Managers and Originators looking to grow their business and expand their teams. We will help you revamp your business plan!, • Unique company culture where originators are encouraged to build their own brand while leveraging The Federal Savings Bank platform, • Annual Chairman's Club trips open to top-performing LOs and Operations team members! (2023 trip was a five star resort in Spain!), • Medical, Dental, and Vision insurance plans available along with free Employee Assistance Programs, • Robust 401k match and company-paid basic life insuranceRequirements:, • Minimum of two years of mortgage lending experience in a call center/consumer direct environment, • Active NMLS #, • Must have the ability to manage time effectively due to the very high volume of in-bound leads the banker will be expected to work, • Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads, • Strong interpersonal communication skills; ability to effectively interact with individuals within all departments of the bank, • Thorough knowledge of current loan originating guidelines/procedures, • Favorable credit and background check, • Bachelor’s degree preferred, Associates required, • VA lending experience strongly preferred, • Veterans are encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 2 years of experience and actively working in the mortgage banking industry. Only qualified candidates and proven producers will be considered. The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job DescriptionDescription: Lead the Way to Intelligent Banking with Us! You might not think about what happens behind the scenes when you check your bank balance or deposit a check from your phone, but we do. Every day. Kinective empowers banks and credit unions to move beyond keeping up with technology to shaping the future of banking. Our platform seamlessly connects the right tools, delivers real-time data, and drives smarter operations for more than 4,000 financial institutions nationwide. We are a fast-growing team built on individual ownership, company-wide collaboration, and setting industry-leading standards. Here, new ideas are encouraged, candid feedback is welcomed, and your growth truly matters as much as the company’s. At Kinective, we are leading the way to intelligent banking together and enjoying the journey along the way. Why This Role Matters Every product decision at Kinective touches a community bank or credit union — real institutions with real constraints, real regulators, and real members depending on them. This role exists to make sure we never lose sight of that. The Principal Product Manager of our FI Solutions & Platform Strategy is one of the most important bridges between the financial institutions we serve and the product teams building for them. You bring the credibility, judgment, and operational fluency of someone who has lived inside the FI world — and you use it to inform and sharpen the product and platform decisions we make. This role sits at the intersection of client reality and product strategy. You will help validate what we build, strengthen how we position it, and ensure the product organization has the ground-truth FI insight it needs to make better decisions — alongside the SVPs of Product Strategy and Product Marketing who depend on that input. What You’ll Own FI Engagement & Client Validation • Act as primary source of ground-truth FI insight — ensuring what we build is grounded in how financial institutions actually operate., • Play a major, ongoing role in Kinective’s client advisory programs — including the Customer Advisory Board (CAB), executive committee sessions, and client working groups — in close partnership with the Director of Product Marketing who leads these programs, • Validate major solution initiatives against real FI feedback before launch, ensuring the roadmap reflects what community banks and credit unions actually need, • Translate client conversations into clear, actionable insights the product team can act on — and flag gaps between what we’re building and what FIs will actually adopt, • Build and maintain direct relationships with FI executives, operations leaders, and technology teams to give Kinective ongoing access to operational ground truth, • Equip the SVPs of Product Strategy and Product Marketing with the FI insight and context they need to make roadmap, positioning, and go-to-market decisions Cross-Product Platform Strategy • Contribute to Kinective’s cross-product platform strategy by bringing a client-grounded perspective to how our solutions connect and deliver value together, • Contribute to the cross-product roadmap by surfacing integration friction, workflow gaps, and multi-product opportunities identified through direct FI engagement, • Map end-to-end FI workflows — from digital onboarding to core ledger posting to fraud decisioning — and identify where module handoffs break down for clients, • Serve as connective tissue between product teams, engineering, and professional services to help prioritize integration improvements that benefit the full platform, • Pressure-test product and roadmap decisions against real FI operations: how institutions are staffed, how decisions get made, what regulatory compliance looks like in practice AI Solution Strategy & Validation • Ensure our AI investments are grounded in how FIs can actually adopt and benefit from them, • Partner with Product Strategy leadership to validate Kinective’s AI-powered solution bundles against real FI workflows, constraints, and adoption readiness, • Help FI clients articulate the value of AI-first banking in terms they can present to their own boards — and feed those conversations back as product insight, • Identify where AI adoption pressure, data fragmentation, and lean FI teams create the highest-value opportunities for Kinective’s platform to differentiate, • Surface market intelligence on AI adoption trends, regulatory signals, and fintech disruption to inform the product roadmap Go-to-Market & Stakeholder Alignment • Bridge client reality and internal execution — helping product, marketing, and sales speak credibly to FI buyers, • Partner with Product Marketing to ensure value propositions and messaging are framed around outcomes that FI executives recognize and care about, • Review sales and marketing materials to ensure they reflect how FIs actually think about their problems — and flag when positioning misses the mark, • Serve as a subject matter resource for sales on complex FI deals, helping navigate procurement dynamics and stakeholder structures, • Align product, engineering, professional services, and GTM teams around client-validated priorities — without direct authority over any of them How We’ll Measure Success • FI validation coverage: every major solution initiative has documented FI feedback before launch, • CAB engagement quality: depth and consistency of participation in client advisory programs, and evidence that FI input shapes roadmap decisions, • Platform coherence: measurable reduction in cross-product friction, evidenced by client adoption of multi-product solutions and reduced implementation complexity, • Internal enablement: SVPs of Product Strategy and Product Marketing rate you as a high-value source of FI insight that improves their decision-making, • GTM alignment: sales and marketing materials pass the “would an FI exec believe this?” test; internal teams value your input in deal conversations Success here isn’t about checking boxes – it’s about propelling Kinective’s mission to lead the way to intelligent banking. You must bring excellence to your craft, balance resourcefulness with respect, share and celebrate unique expertise and diverse perspectives, and continuously raise the bar as we innovate and grow. Necessary Qualifications & Competencies We are seeking a candidate who fits one of the following profiles. Both require deep FI credibility. Neither requires a traditional product management background. Profile A: The FI Executive / Digital Banker • VP-level or equivalent experience at a community bank, credit union, or regional financial institution — you have been in the room where decisions get made, • Broad exposure across FI functions: operations, technology, lending, retail banking, fraud, or compliance — with hands-on experience managing core migrations, middleware implementations, or origination system overhauls, • Deep familiarity with the challenges facing community FIs today: data fragmentation, AI adoption pressure, consolidation dynamics, fraud escalation, and doing more with leaner teams, • Existing relationships within the community FI ecosystem — with peers, vendors, or industry associations — that give you immediate credibility and access, • No product management experience required. We will teach you how we work. You teach us how FIs work. Profile B: The Platform Product Manager with FI Depth • 5+ years in software product management, specifically managing complex platform ecosystems, integrations, or API-driven products in fintech or enterprise SaaS, • Proven experience working across fragmented product lines to create platform coherence — ideally where connectivity or data was the core value proposition, • Non-negotiable: direct, hands-on experience working with community FI clients. You have sat across from FI executives and earned their trust as a peer — not as a vendor pitching features, • You understand the difference between how FIs are sold to and how they actually make decisions internally Skills & Working style (both profiles) • Systems thinking: you can see how a change in one module ripples across an entire FI’s operation — and across Kinective’s platform, • Technical fluency: comfortable discussing APIs, data schemas, and integration architecture with engineers while translating the same decisions into business impact for the C-suite, • Influence without authority: you have navigated complex organizations to drive alignment across competing priorities, • Communication clarity: you translate complex FI operations into crisp product direction, and complex product capabilities into outcomes FI executives care about, • Comfort with ambiguity: this is a senior IC role where credibility, relationships, and judgment are the asset. You will help define what success looks like — not wait for someone to hand it to you What This Role Is Not • This is not a people manager role. There are no direct reports., • This is not a role defined by owning a single product vertical, feature backlog, or full roadmap., • This is not viable without deep FI fluency. Platform PM credentials alone are not sufficient., • This is not a traditional PM role — your leverage is insight, credibility, and influence, not sprint velocity. Pay, Benefits & Total Rewards $120,000 – $140,000 base salary + 10% annual bonus potential The salary range listed reflects the minimum and maximum for this role. Individual compensation is based on experience, qualifications, job-related skills, location, and internal equity, and most offers are not made at the top of the range. Base pay is one part of Kinective’s Total Rewards package. Depending on the role, employees may also be eligible for bonuses, commissions, or equity. All employees have access to a competitive benefits package designed to support health, well-being, and financial security, including: • Comprehensive health coverage (medical, dental, vision, prescriptions, life & disability), • Flexible PTO, 11 company holidays, and generous parental and caregiver leave, • An immediately vested 401(k) with company contributions, • Wellness resources and professional development opportunities If you’ve made it this far, we’d love to hear from you. Click Apply to start the conversation, even if you’re not sure you check every box. Learn more about Kinective at www.kinective.io. Please note that this role does not currently offer sponsorship opportunities. Requirements:

Job DescriptionDescription: The Federal Savings Bank is a dynamic, rapidly growing, and veteran-owned and operated bank. As we continue to grow in the ever-evolving mortgage industry, we are seeking driven, enthusiastic individuals to grow with us as a Inside Loan Officer for our Scottsdale, AZ sales team. With on-the-job training from our most prosperous and experienced sales professionals, we will provide the tools and resources you need to thrive and succeed in the mortgage industry! What to Expect • Execute our best in class training plan to achieve success from day one, • Utilizing a Five9 dialer to make outbound phone calls to warm leads, • Support a top producing Senior Vice President with lead generation and follow up, • Learn and apply critical sales techniques through hands-on sales coaching from the BEST training team in the mortgage industry!, • Managing leads in our CRM, • Provide fantastic customer service to clients, • Consistently exceed borrower expectations. Always giving "Wow" service! What We Offer • As a federally chartered bank with the ability to lend in all 50 states, • Unlimited access to portfolio loan products and a billion-dollar database, • Top of the line software with tools and resources to help you succeed, • Mass texting, • Opportunity for growth and career advancementRequirements:, • High school diploma or GED required, • 6-12 months experience in the mortgage industry, • Professionals from the following fields have proven to be highly successful for this role: debt consolidation, insurance sales, time shares, and auto sales, • As one of the top VA lenders, Veterans are encouraged to apply! Benefits • Comprehensive Health, Dental, and Vision insurance plans available which include company paid life insurance and competitive FSAs, • Company sponsored Employee Assistance programs for financial planning, emotional support, legal guidance, and work-life solutions, • 401k with partial company match, • Employee appreciation events and employee recognition, • Ongoing mentorship from senior team members and banker trainings, • A true team culture working towards one common goal of helping homebuyers finance their dream home If you are looking for a career in the mortgage industry that offers consistency and stability in compensation, vast opportunities for growth and development, and a team that supports and invests in your professional success, apply today! For more information please contact: HAYLEY HYNTON, Business Development Partner Phone: 630-780-1640 Email: Hhynton@thefederalsavingsbank.com The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job DescriptionDescription: The Federal Savings Bank is hiring an entry level inside sales professional to develop as a Junior Mortgage Banker for our Scottsdale, AZ sales team. We seek enthusiastic individuals ready to elevate their sales career. This position is full-time and with paid, on-the-job training, annual salary, and a monthly bonus! This position is fully in-office. All applicants must be able to commute to our Scottsdale office. For more information please contact: Alejandra Villasenor Phone: (312) 738-8422 Email: avillasenor@thefederalsavingsbank.com Key Responsibilities: • Utilizing a dialer to make outbound phone calls to warm leads, • Support a top producing Senior Vice President with lead generation and follow up, • Learn and apply critical sales techniques through hands-on sales coaching from the BEST training team in the mortgage industry!, • Managing leads in our CRM, • Provide fantastic customer service to bankers, clients, and referral sources, • Consistently exceed borrower expectations. Always giving "Wow" service!, • Follow the training plan and advance to a mortgage banker roleRequirements:, • High school degree or GED required, 2-4 year college degree preferred, • 1+ years of experience in sales, call-center environment, retail, hospitality, and food & beverage industries a plus, • Must live in the Scottsdale, AZ area with the ability to commute to the office five days a week, • Must be very comfortable working on a computer while being on the phone, • Friendly, outgoing personality accompanied by a naturally high sales acumen, • Excellent verbal and written communication skills, • Great work ethic, • Movers and shakers preferred. The more you hustle the more you make!, • A positive attitude, desire to "win", • Must be dependable and require minimal supervision after training, • Self-Motivated with a natural capacity for leadership roles, • Strong organizational skills and multitasking ability, • Comfortable working in a fast-paced, dynamic, and demanding environment, • US veterans and recent college graduates strongly encouraged to apply Employee Benefits: • Base salary plus bonus incentives, • Comprehensive Health, Dental, and Vision insurance plans available; includes company paid life insurance and competitive FSAs, • Company sponsored Employee Assistance programs for financial planning, emotional support, legal guidance, and work-life solutions, • 401k with partial company match, • Employee appreciation events and employee recognition, • Fast-paced sales environment, • Ongoing mentorship from senior team members and banker trainings, • A true team culture working towards one common goal of helping homebuyers finance their dream homes! The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job DescriptionDescription: The Federal Savings Bank is hiring an entry level inside sales professional to develop as a Mortgage Banker for our Scottsdale, AZ sales team. We seek enthusiastic individuals ready to begin a career in the mortgage industry! This position is a full-time, entry level position with paid, on-the-job training that fast tracks you to a promotion in just six months! This position is fully in-office. All applicants must be able to commute to our Scottsdale office. For more information please contact: HAYLEY HYNTON, Business Development Partner Phone: 630-780-1640 Email: hhynton@thefederalsavingsbank.com Key Responsibilities: • Utilizing a dialer to make outbound phone calls to warm leads, • Support a top producing Senior Vice President with lead generation and follow up, • Learn and apply critical sales techniques through hands-on sales coaching from the BEST training team in the mortgage industry!, • Managing leads in our CRM, • Provide fantastic customer service to bankers, clients, and referral sources, • Consistently exceed borrower expectations. Always giving "Wow" service!, • Follow the training plan and advance to a mortgage banker roleRequirements:, • High school degree or GED required, 2-4 year college degree preferred, • Experience in sales - retail, hospitality, and food & beverage industries. Experience in a call-center environment is a plus!, • Must live in the Scottsdale, AZ area with the ability to commute to the office five days a week, • Must be very comfortable working on a computer while being on the phone, • Friendly, outgoing personality accompanied by a naturally high sales acumen, • Excellent verbal and written communication skills, • Great work ethic, • Movers and shakers preferred. The more you hustle the more you make!, • A positive attitude, desire to "win", • Must be dependable and require minimal supervision after training, • Self-Motivated with a natural capacity for leadership roles, • Strong organizational skills and multitasking ability, • Comfortable working in a fast-paced, dynamic, and demanding environment, • US veterans and recent college graduates strongly encouraged to apply Employee Benefits: • Comprehensive Health, Dental, and Vision insurance plans available; includes company paid life insurance and competitive FSAs, • Company sponsored Employee Assistance programs for financial planning, emotional support, legal guidance, and work-life solutions, • 401k with partial company match, • Employee appreciation events and employee recognition, • Fast-paced sales environment, • Ongoing mentorship from senior team members and banker trainings, • A true team culture working towards one common goal of helping homebuyers finance their dream homes! The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Scottsdale, AZ. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households., • Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs., • Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience., • Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor., • Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors (Required) No Required Certification(s) FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.The Sales and Service Representative is responsible for processing transactions and other customer service requests in th

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As an Associate Banker within Chase

Ability to analyze client credit data and other related financial information. Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As an Associate Banker within Chase

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As an Associate Banker within Chase

Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Candidates being considered for this position will be subject to additional bac

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account fea

Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As an Associate Banker within Chase

JPMorganChase - 1285 West Elliot Road - Responsibilities: Greet clients and deliver attentive service to create a welcoming environment; Assist with opening new accounts and servicing existing accounts; Educate clients on technology banking tools like Chase Mobile App and digital channels; Build tru

Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country. As a Client Success Officer within the Commercial & Investment Bank, you will serve as a key liaison for Commercial & Investment Bank clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction. Job Responsibilities • Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities, • Manage/resolve client escalations and issues, • Help the coordination and project management of product implementations and service related needs, • Assist in relationship review documents, visualizations from data sets, • Maintain ongoing relationship management routines, • Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc., • Work with Risk partners for certain elements of risk management including fraud prevention., • Help coordinate and facilitate RFPs responses and participate in RFPs where applicable, • Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model, • Address and coordinate the set-up, invoice and billing for treasury and cash management products, • Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals Required qualifications, skills and capabilities • Bachelor's degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support, • Comprehensive knowledge of Treasury Products and Services, • Proven client interaction skills to calibrate & manage client expectations, • Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change, • Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues, • Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc., • Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel, • Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions Preferred Qualifications: • MBA, • PMP or other Project Management Certifications, • Ability to provide quantifiable management reporting Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth. • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more, • Help the community through expansive volunteer opportunities, • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Senior Banker - Scottsdale Area Phoenix, Arizona;Scottsdale, Arizona To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Senior-Banker---Scottsdale-Area_26022251) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Senior-Banker---Scottsdale-Area_26022251) Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Senior-Banker---Scottsdale-Area_26022251) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Senior-Banker---Scottsdale-Area_26022251) Job Description: 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! *Must be able to work weekends and/or extended hours which may include being scheduled at any financial center location within a reasonable distance. All designated at 5% travel * Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: + Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities + Assists, educates, and trains clients on conducting simple transactions through self-service technologies + Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy + Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + 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 + Confident in identifying solutions for helping new and existing clients based on their needs + Strong written and verbal communications skills + Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) + Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances + Applies strong critical thinking and problem-solving skills to meet clients' needs + Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) + Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: + Associate's Degree or Bachelor's Degree in business, finance or a related field + Experience working in a financial center where goals were met or exceeded + Retail and/or sales experience in a salary plus incentive environment + Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded + Experience with financial information, spreadsheets and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: + Active Listening + 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 Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster. View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Client Success Senior Associate Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you will support Senior team Members and serve as a key liaison for CIB clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction. Job Responsibilities • Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities, • Manage/resolve client escalations and issues, • Help the coordination and project management of product implementations and service related needs, • Assist in relationship review documents, visualizations from data sets, • Maintain ongoing relationship management routines, • Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc., • Work with Risk partners for certain elements of risk management including fraud prevention., • Help coordinate and facilitate RFPs responses and participate in RFPs where applicable, • Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model, • Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues, • Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals Required qualifications, skills and capabilities • Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support, • Comprehensive knowledge of Treasury Products and Services, • Proven client interaction skills to calibrate & manage client expectations, • Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues, • Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc., • Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel, • Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change, • Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions Preferred qualifications, skills and capabilities • MBA, • PMP or other Project Management Certifications, • Ability to provide quantifiable management reporting Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. In this role you will: • Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement, • Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions, • Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals, • Support everyday banking needs, including new account openings, service requests, and credit applications, • Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards, • Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs, • Deliver accurate, compliant service while exercising sound judgement within defined risk controls, • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required Qualifications: • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: • Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations, • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement, • Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs, • Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience, • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed, • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience, • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Job Expectations: • Ability to work a schedule that will include Saturdays, • Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship Posting Location(s): • 23405 N Scottsdale Rd Scottsdale, AZ 85255 Posting End Date: 31 Jul 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it – Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line role, you will provide support across multiple branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates across different locations to deliver a consistent, high‑quality customer experience. Success is driven by a strong service mindset, sound judgment, flexibility, and effective teamwork in changing branch environments. This role offers meaningful exposure to a large financial institution and serves as a foundation for long‑term growth and career mobility, supported by Wells Fargo's training and coaching. In this role you will: • Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed, • Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards, • Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being and deepen engagement, • Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions, • Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals, • Support everyday banking needs, including account openings, service requests, and credit applications, • Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards, • Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs, • Deliver accurate, compliant service while exercising sound judgment within defined risk controls, • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required Qualifications: • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: • Prior experience in financial services or a highly regulated customer‑facing role, demonstrating comfort with structured processes, accuracy, and service expectations., • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement, • Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs, • Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience, • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed, • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience, • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Job Expectations: • Ability to travel 100% of the time within assigned geography. Commute to assigned branch location(s) for the duration of the assignment, with travel expectations aligned to company policy, • Ability to work a schedule that will include Saturdays, • Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship Posting Location(s): • 29425 N Cave Creek Rd, CAVE CREEK, AZ 85331, • 41830 N. Gavilan Peak Prkwy Anthem, AZ 85086, • 21040 N. Tatum Blvd Phoenix, AZ 85050, • 10959 E. Dynamite Blvd Scottsdale, AZ 85262, • 34502 N. Scottsdale Rd Scottsdale, AZ 85266, • 4750 E. Bell Rd Phoenix, AZ 85032, • 15760 N. Frank Lloyd Wright Scottsdale, AZ 85260, • 23405 N. Scottsdale Rd. Scottsdale, AZ 85255, • 14595 N. Scottsdale Rd Scottsdale, AZ 85254, • 12641 N. Tatum Blvd Phoenix, AZ 85032 Pay Range: • This job profile is eligible for a 10% pay differential. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. In this role you will: • Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement, • Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions, • Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals, • Support everyday banking needs, including new account openings, service requests, and credit applications, • Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards, • Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs, • Deliver accurate, compliant service while exercising sound judgement within defined risk controls, • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required Qualifications: • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: • Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations, • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement, • Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs, • Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience, • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed, • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience, • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Job Expectations: • Ability to work a schedule that will include Saturdays, • Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship Posting Location(s): • 8196 S. Power Rd., Gilbert, AZ 85297, • 2975 E. Ocotillo Rd., Chandler, AZ 85249, • Gary Rd & Hunt Hwy, Queen Creek, AZ 85143 We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. In this role you will: • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments, • Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments, • Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs, • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes, • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency, • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs, • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes, • The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program. Required Qualifications: • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and services Posting Location(s): • 1495 E Warner Rd Gilbert, AZ 85296, • 8670 S McClintock Tempe, AZ 85284, • 1100 W Queen Creek Rd Chandler, AZ 85248 Job Expectations: • Ability to work a schedule that will include most Saturdays, • This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required., • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations., • Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship

Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you will support Senior team Members and serve as a key liaison for CIB clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction. Job Responsibilities • Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities, • Manage/resolve client escalations and issues, • Help the coordination and project management of product implementations and service related needs, • Assist in relationship review documents, visualizations from data sets, • Maintain ongoing relationship management routines, • Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc., • Work with Risk partners for certain elements of risk management including fraud prevention., • Help coordinate and facilitate RFPs responses and participate in RFPs where applicable, • Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model, • Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues, • Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals Required qualifications, skills and capabilities • Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support, • Comprehensive knowledge of Treasury Products and Services, • Proven client interaction skills to calibrate & manage client expectations, • Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues, • Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc., • Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel, • Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change, • Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions Preferred qualifications, skills and capabilities • MBA, • PMP or other Project Management Certifications, • Ability to provide quantifiable management reporting Final job grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth-oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You'll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. In this role you will: • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments, • Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments, • Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs, • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes, • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency, • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs, • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes, • The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program Required Qualifications: • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and services Job Expectations: • Ability to work a schedule that will include most Saturdays, • This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required, • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations, • Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted, • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply, • This position is not eligible for Visa sponsorship

Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: • Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence., • Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes., • Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities., • Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance., • Identify opportunities for making banking easier for customers through education and demonstration of available digital options., • Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share., • Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company. Required Qualifications: • 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 2+ years of leadership experience Desired Qualifications: • Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance., • Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management., • Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives., • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment., • Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders., • Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience., • Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company. Job Expectations: • Ability to work a schedule that includes Saturdays., • Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship. Positions May Not Be Available At All Locations: • 8196 S Power Rd GILBERT, AZ 85297, • 1731 W Hunt Hwy SAN TAN VALLEY, AZ 85143, • 3273 N Hunt Hwy FLORENCE, AZ 85132, • 2975 E Ocotillo Rd CHANDLER, AZ 85249, • 10325 E Riggs Rd, Ste 200 CHANDLER, AZ 85248 Posting End Date: 17 Sep 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications - High school diploma or equivalent - Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Advanced knowledge of applicable bank and branch policies, procedures and support systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. Pay Range: $27.00 - 33.00

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! This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs. • Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs, • Responds to customer inquiries and concerns, creating customized solutions, • Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans, • Identifies client needs for licensed sales functions, making referrals to Line of Business partners, • Quotes rates, terms, and programs for banking solutions, • Manages risk in every business, product, and service transaction leveraging available tools, • Fluent in Spanish and English required., • Minimum 1 year of up-selling/cross-selling experience., • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives, • Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays, • Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections, • Comfortable receiving ongoing performance feedback and coaching, • Comfortable with ongoing change and learning new technology/processes, • Minimum of an intermediate level of proficiency with computers, • Self-motivated with excellent organizational skills, • Strong decision-making and problem-solving skills, • Experience in telephone sales, • Experience working in a call center, • Experience in the banking/financial industry, • Attention to Detail, • Client Solutions Advisory, • Customer and Client Focus, • Interpret Relevant Laws, Rules, and Regulations, • Adaptability, • Client Experience Branding, • Customer Service Management, • Issue Management, • Problem Solving, • Active Listening, • Business Development, • Consulting, • Referral Identification, • Research Shift: Tuesday - Saturday 9am - 6pm Tuesday - Friday 9am - 7pm Saturday 9am - 1pm Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience. Job responsibilities • Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses, • Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems, • Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio, • Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase, • Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000, • Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected, • Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution Required qualifications, capabilities, and skills • Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience, • Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally, • Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes, • Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client, • General knowledge of core business products and services including deposit, lending, and cash management, • Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities and skills • Bachelor's degree in Finance or related field, or equivalent work experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

Answered by: Kevin Describe your career journey Answered by: Kelly What makes you excited to work at U.S. Bank? Answered by: Taylor Describe your experience with paid parental leave Answered by: Caitlin Wealth Management Whether you're a financial advisor, financial analyst, private banker or portfolio manager, you and your team will work together to provide a personalized wealth planning experience and help your clients work toward their financial goals. Benefits The well-being of you and your family matters. That's why the benefits you'll receive are designed to help you boost your health, protect your financial security and give you peace of mind.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.Job ResponsibilitiesManage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as neededDeliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businessesUse knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospectsRegularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationshipsUnderstand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutionsUtilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilitiesProtect the firm by following sound risk management protocols and control policies and adhering to regulatory requirementsRequired qualifications, capabilities, and skillsMinimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experienceStrong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriateDemonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitmentsStrong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficientlyExcellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlinesSelf-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things doneBalance needs of clients with associated risks and interests of the firmPreferred qualifications, capabilities, and skillsBachelor’s degree in Finance or related field, or equivalent work experienceMinimum of 3 years’ managing clients >$10+MM revenueProficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPointIn-depth knowledge of diverse types of businesses, industries, markets, financial and economic conceptsChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term. Full timePosting Date: 2026-08-18

If you like the idea of helping people enhance their livesprefer setting your own schedule and being your own bosshave high ethical standardsand are willing to expend high energy for high returns, you have the basics to become a successful real estate professional. Independent Sales Associate Opportunities exist in these major Arizona real estate markets. • Pima County, • Maricopa County, • Pinal County, • Mohave County, • Yavapai County, • Tucson, • Oro Valley, • Green Valley, • Phoenix, • Scottsdale, • Chandler, • Glendale, • Mesa, • Sun City, • Tempe, • Sedona, • Lake Havasu What are the characteristics of a successful Independent Real Estate Agent? Are you a self-starter? Do you have impeccable organization, communication and follow-up skills? Do you have a genuine interest in servicing people? If so, you may have the characteristics it take to become a successful Independent Sales Associate. If you are interested in partnering with Coldwell Banker as a Independent Sales Associate, contact us for more details and the opportunity to speak with a Branch Manager in your local area. How much can you make? There's no income ceiling in real estate. You're free to build a real estate career as rewarding and exciting as you want to make it. Like any worthwhile profession, it does take some effort. But instead of waiting for an uncertain raise once a year, you're in control. To earn more, you learn moremaster new skillssharpen your time managementwork smarter and more creatively. More professionals reach the top of their field in real estate than in most other careers. Today, many top residential associates affiliated with Coldwell Banker earn more than $1 million a year in commissions. Some newer associates have earned over $100,000 in their first year. What should You look for in a real estate company? Stability • Number one in the market, • Connected nationally, operated locally, • Financially sound Reputation • Local, national and international name recognition, • Professional image Strong Leadership • Leadership support, • Available and accessible, • Enhancing individual leadership, • Personal strategy sessions in the principles of success, • Full-time, non-competing Branch Managers Advertising and Promotion • National brand recognition, • Dynamic logo and signage, • Broad base of national, regional and local advertising, • Promotional partnerships, • Strategic office locations, • Office advertising coordinator, • Reduced advertising rates available through corporate contracts with local publications Expansive Referral Network • Vast referral contacts locally and globally, • Broad sphere of influence in California Association of Realtors (CAR) network, • Full relocation services department, • Networking opportunities with Estate Property Specialists Continuous Educational Opportunities • Hands-on knowledge from Branch Managers, • Ongoing education, skill sessions and opportunities to meet, • Access to outside continuing education, • Industry materials library, • Career Development resources Tools and Support Services Offered • National and local Internet presence, • Cutting-edge technologies and equipment, • Sophisticated marketing programs, • Specialized luxury property marketing program, • Powerful, effective presentation materials, • Administrative staff seven days a week, • Computer resources for MLS, presentations, market analysis, contact management and word processing, • BrokerNet Customized Real Estate portal Realtor Affiliation, • 100% membership Dynamic Setting, • Active, productive Independent Sales Associates in a positive and supportive environment, • Strong market presence, • Energetic, successful atmosphere, • Continuing education programs to foster personal and professional growth, • Camaraderie and teamwork among Independent Sales Associates, • Recognition at all levels, • Cutting edge office suite made available for you to use, • Signage marketplace visibility Legal Services • Critical protection for interested real estate professional, • No-deductible legal service programs offered, • Backing of full corporate level legal staff Commissions • Competitive and progressive commission schedule, • Commissions paid out of escrow at closing Nothing herein is intended to create an employment relationship. Any affiliation by you with the Company is intended to be that of an independent contractor sales associate.

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience. Job Responsibilities • Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses, • Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems, • Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio, • Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase, • Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000, • Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected, • Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution Required Qualifications, Capabilities, and Skills • Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience, • Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally, • Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes, • Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client, • General knowledge of core business products and services including deposit, lending, and cash management, • Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred Qualifications, Capabilities and Skills • Bachelor's degree in Finance or related field, or equivalent work experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. As a Market Engagement Partner, you will bring market engagement plans to life by inspiring business bankers to understand, adopt, and act on the products, tools, and best practices that support effective client conversations and drive business growth. You will turn business priorities into clear, actionable engagement strategies that help bankers understand what matters, why it matters, and how to apply it in the field to build confidence, accelerate adoption, and create measurable business impact. The ideal candidate is a dynamic, sales-minded communicator who understands how business bankers absorb information, what motivates action, and how to translate priorities into belief, confidence, and measurable adoption. Key Responsibilities: • Design and deliver effective market engagement that translate business priorities into clear field actions, helping business bankers understand expectations, adopt new behaviors and drive business growth., • Partner with Product, Sales, and field partners to identify adoption opportunities, clarify banker needs, and shape messages and resources that build banker belief, confidence, and commitment to act., • Create and support sales enablement resources, including meeting content, playbooks, talking points, and leader guides that prepare bankers and leaders for effective execution., • Reinforce engagement strategies through sales routines and communication channels to sustain momentum, strengthen consistency, and support adoption in the field., • Gather banker, sales leader, and stakeholder feedback to understand what is resonating, identify barriers, and improve future engagement efforts., • Track engagement activities, milestones, feedback themes, and adoption indicators to support reporting and continuous improvement., • Build trusted working relationships with Product, Sales, Communications, Learning & Development, and field partners to deliver timely, aligned engagement that supports banker readiness and action. Basic Qualifications: • Bachelor's degree, or equivalent work experience, • Eight to 10 years of related experience Preferred Skills/Experience: • Knowledge of business banking products, sales processes, banker or field team engagement, product launches, or client engagement strategies., • Experience supporting adoption campaigns, employee engagement initiatives, sales activation efforts, or large-scale communication plans., • Ability to turn complex information into simple, actionable content for frontline teams and leaders., • Comfort working with subject matter experts, sales partners, and business stakeholders to clarify requirements and deliver high-quality resources., • Proficiency with common productivity, presentation, collaboration, and project management tools., • Experience supporting sales enablement, internal communications, project coordination, change management, training, sales operations, or related business initiatives., • Strong written and verbal communication skills, with the ability to make information clear, practical, and easy for sales teams to use., • Experience creating or maintaining communications, presentations, guides, training materials, or business resources., • Ability to collaborate across teams, follow through on commitments, and execute work with clarity, professionalism, and urgency., • Strong organization, attention to detail, and ability to manage multiple priorities, timelines, and deliverables. The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

The Deal Advisor serves as a trusted resource for agents, supporting successful real estate transactions and fostering professional growth. This role combines expertise in transaction management, contract review, agent coaching, and training, with a commitment to responsive service and collaborative problem-solving. The Deal Advisor ensures agents have the guidance and tools needed to navigate complex transactions, comply with legal requirements, and build their business. Key Responsibilities • Approve all documents in Transaction Manager for assigned territory, ensuring accuracy and compliance with company standards and state regulations., • Review and sign listing agreements and disclosures, ensuring compliance with company and regulatory standards., • Review and authorize form modifications as needed for transactions., • Request and manage contract changes, communicating clearly with agents to resolve discrepancies and facilitate timely corrections., • Respond to agent inquiries on transactions, contracts, and representation through email, phone, and/or virtual meetings., • Address agency questions and provide guidance on disclosure requirements to agents., • Track and document all agent interactions using the company-provided systems, maintaining records of topics discussed, dates, and agent names to support ongoing service and improvement., • Conduct in-person and virtual training sessions on transaction processes, local contract management, common errors and issues, coaching, adapting content to meet agent needs., • Provide strategic guidance on commission and fee discussions, including coaching agents on objection handling during commission negotiations for listings. (Note: This does not include discussions about an agent's commission split with the company, which remains the responsibility of the Branch Leader.), • Present content and field Q&A at sales meetings to support agent understanding and engagement., • Collaborate with sales leadership and peers to share best practices, support agent success, promote Deal Advisor, and contribute to a positive, inclusive workplace culture. Skills and Qualifications • Active Broker's license in the state of service required., • Minimum 5-7 years of experience in residential real estate transactions, with strong knowledge of real estate laws, contracts, and procedures required., • Ability to multi-task on a daily basis, transitioning between responsibilities., • Exceptional communication skillsable to explain complex concepts clearly, listen actively, and build trust with agents and colleagues., • Strong organizational abilities, with attention to detail and a commitment to maintaining accurate records., • Collaborative mindset, open to feedback and eager to share knowledge and learn from others., • Self-motivated and adaptable, comfortable with emerging technology and new approaches to business growth., • Proficiency with Microsoft Office and internet platforms. Coldwell Banker is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc.(NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate,Century 21,Coldwell Banker,Coldwell Banker Commercial,Corcoran,ERA, and Sotheby's International Realty, we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. At Anywhere, we are empowering everyone's next move your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report. We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: • Great Place to Work, • Forbes World's Best Employers, • Newsweek World's Most Trustworthy Companies, • Ethisphere World's Most Ethical Companies

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment., • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations., • Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs., • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want., • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs., • Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results., • Ability to create memorable experiences for our clients elevate the client experience., • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs., • Ability to quickly and effectively resolve client issues with attention to detail providing consistent client experience., • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training., • High school degree, GED, or foreign equivalent., • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided., • Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills • College degree or military equivalent., • Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are seeking a Loan Closer to join Zions Bancorporation. The Loan Closer plays a key role in completing all due diligence associated with satisfying approval and collateral lien perfection conditions prior to the preparation of loan closing documents. This includes requesting, reviewing, and critically interpreting all third-party documents needed to issue the "clear to close" for various types of loans, including real estate and non-real estate secured loans. Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve. This position is fully in office (5 days a week) from the following office locations: • Chandler, AZ, • Irvine, CA, • Denver, CO, • Las Vegas, NV, • Midvale, UT The Loan Closer will: • Review loan approvals for closing conditions, regulatory compliance, appropriate lending authority, and lien perfection requirements, • Establish conditions to close, • Perform all loan closing tasks and proactively interact with sales, portfolio management, underwriting, document preparation, third-party vendors (e.g., title companies, insurance agencies), and bank customers., • Effectively communicate with all parties, including field personnel and customers, which is essential to expedite loan documentation requests while meeting underwriting, bank policy, compliance, and regulatory requirements., • Other duties as assigned Requirements: • 4+ years of loan closing, documentation, processing, or other directly related experience., • Advanced knowledge of loan closing processes and procedures, lending compliance and regulations, loan systems, and loan documentation., • Must be accurate, detail-oriented, and able to multi-task., • Strong problem resolution, audit, customer service (including direct customer contact), and communication skillsboth verbal and written., • Solid working knowledge of loan principles and loan systems., • Solid computer skills, including proficiency in word processing and spreadsheet software., • Requires a High School diploma or equivalent. A combination of education and experience may meet requirements. Benefits: • Medical, Dental and Vision Insurance - START DAY ONE!, • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance, • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts, • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience, • Mental health benefits including coaching and therapy sessions, • Tuition Reimbursement for qualifying employees, • Employee Ambassador preferred banking products *This position is eligible to earn a base salary in the range of $23.36 - $40.19/hourly depending on job-related factors such as level of experience and location

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities • Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed, • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses, • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects, • Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships, • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions, • Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities, • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience, • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate, • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments, • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills • Bachelor's degree in Finance or related field, or equivalent work experience, • Minimum of 3 years' managing clients >$10+MM revenue, • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint, • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

The Small Business Support Specialist is responsible for providing high-quality client service, operational execution, and lending support to Small Business Relationship Managers NMLS and their assigned small business portfolios. The role supports clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million, by helping coordinate account servicing, loan administration, documentation, onboarding, renewal support, and issue resolution. This position enables Small Business Relationship Managers to spend more time on proactive relationship management, client deepening, prospecting, and portfolio growth while ensuring consistent, timely, and compliant client experience. The role combines the client service, operational, risk, and procedural discipline with selected portfolio and credit support responsibilities commonly performed in partnership with relationship managers. While not intended to own relationship sales goals or serve as the primary banker, the Small Business Support Specialist plays a critical role in supporting lending execution, maintaining portfolio discipline, coordinating across internal partners, and identifying opportunities or concerns that should be elevated to the Small Business Relationship Manager. What you'll do: • Provide centralized client service and operational support for Small Business Relationship Managers and their assigned small business portfolios., • Support loan intake, documentation collection, account opening, client onboarding, renewals, exceptions, ticklers, covenants, collateral reporting, and other portfolio follow-up activities., • Coordinate with underwriting, portfolio management, loan operations, title companies, outside counsel, product partners, branch partners, and other internal teams to advance client requests and clear outstanding conditions., • Research and help resolve client servicing needs, including loan maintenance, overdrafts, payoffs, payments, account maintenance, wire transfer support, and documentation follow-up., • Maintain accurate and timely information in applicable systems, including Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, and other department-specific tools., • Support account opening, product implementation, and onboarding activities for deposits, credit cards, digital access, treasury management referrals, cash management support, and other core small business banking solutions., • Recognize client needs, documentation gaps, operational risks, or relationship deepening opportunities and elevate them to the appropriate Small Business Relationship Manager or partner., • Provide timely, professional communication with clients and internal partners to support product installation, documentation completion, issue resolution, and client satisfaction., • Participate in client calls, portfolio reviews, pipeline meetings, exception meetings, audit preparation, and operational huddles as needed to support execution discipline and consistent client outcomes., • Contribute to procedural documentation, best-practice sharing, onboarding, training, and team effectiveness within the centralized Small Business Support team. Role expectations and requirements: • This role is based in Tempe, AZ and is part of a centralized support team reporting to the National Small Business Support Specialist Leader., • The role supports Small Business Relationship Managers across all regions and is not intended to own relationship sales goals or serve as the primary banker for assigned clients., • The role actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security, suspicious activity reporting, account opening, lending, documentation, and regulatory requirements, policies, and procedures., • The role actively participates in required corporate and business line training, follows account opening and documentation procedures, and understands internal suspicious activity referral requirements and processes as required for the position., • The role may perform other duties as assigned. Required Qualifications: • Associate degree or equivalent experience, • Three to five or more years of related banking, client service, operational support, lending support, or small business banking experience Desired Qualifications: • Knowledge of small business banking operations, account servicing, lending support processes, documentation requirements, bank products and services, and applicable policies and procedures obtained through training and experience, • Demonstrates strong client service, problem resolution, organization, follow-up, written communication, and interpersonal skills, • Possesses the ability to work effectively with clients, Small Business Relationship Managers, underwriting, portfolio management, operations, branch partners, and other internal business lines to support client outcomes, • Proficiency with department-specific systems and Microsoft Office applications; experience with Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, or similar systems, • Credit support knowledge, broader understanding of risk controls and regulatory requirements, greater autonomy, and the ability to support more complex client relationships and portfolio activity Benefits: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience., • Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction., • Appropriate lending qualifications and designations., • Working knowledge of personal and small business customer needs and solutions., • Working knowledge of retail investments and lending products., • Experience in financial services is an asset., • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications., • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience., • Passionate commitment to helping our customers., • Drive to deliver a personal customer experience., • A focus on results and the ability to thrive in a consultative sales and team-based environment., • Resourceful self-starter with courage and confidence to approach customers., • Readiness to collaborate and work in different capacities as part of a team., • Strong interpersonal skills, including the ability to build rapport and connections with customers., • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges., • Specialized knowledge., • Verbal & written communication skills - Good., • Organization skills - Good., • Collaboration & team skills - Good., • Analytical and problem solving skills - Good. $41,714.00 - $65,000.00 Salaried Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Dickinson Financial Corporation and its affiliated banksAcademy Bank, N.A. and Armed Forces Bank, N.A.rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Senior Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Senior Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank. • Grows a fully self-sourced portfolio of commercial loans., • Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information., • Responsible for ensuring that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products., • Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM., • Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests., • Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan reviewto maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking., • Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties., • Develops less experienced commercial banking associates through delegation of duties, oversight of work, and introductions to clients., • Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success)., • Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures., • Working at the worksite during regular business hours and/or assigned hours., • Other specified duties as assigned., • Strong credit analysis skills., • Proficient use of standard computer/software programs including but not limited to Microsoft Office Suite of products, Internet, video conferencing; Experience in Salesforce and nCino or other CRM or loan originating system strongly preferred., • Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment., • Must be willing and able to take team approach to client relationships and work to ensure all associates are providing the highest and best value of their time and talents., • Bachelor's degree in finance, accounting, or business administration required, MBA or other related graduate degree, preferred., • Proven track record of relationship-based business development., • Minimum eight years of related commercial lending experience. The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force. The Sr Commercial Banker position pays a minimum of $165,000. Full?time associates are eligible for our benefits package: • Medical, • Dental, • Vision, • 401(k) plan, • Company paid life insurance, • Short and Long-term disability insurance, • Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired.