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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 Description Pay Range: $20.81USD to $23.93USD SUMMARY The Relationship Banker I position serves as a teller and customer service advocate for banking customers. This role focuses strongly on building banking knowledge and supporting the company’s strong reputation for excellence and reliability through the reinforcement of exceptional service standards. The ideal candidate for this role should have a pleasant, proactive approach to work, with the desire to expand their knowledge and abilities in the banking industry. The Relationship Banker I should have the ability to cross-sell and promote products, excellent attention to detail, and the ability to provide professional phone and in-person assistance to customers. Communication skills and the ability to remain organized and composed in many situations will be critical to the Relationship Banker I’s success. The Relationship Banker I provides essential cash-handling, sales, and customer service functions to banking customers. They assist in the onboarding and training of Banking Services Associates and continually build their skills in the banking industry. All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cybersecurity, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies. ESSENTIAL DUTIES • Deliver exceptional customer service by executing transactions, such as deposits, withdrawals, loan payments, and opening consumer accounts, with precision and a friendly demeanor., • Handle customer calls professionally, navigating challenging situations with empathy and efficiency., • Ensure accurate cash management by balancing the cash drawer and maintaining funds within set limits., • Provide comprehensive transactional services, including issuing checks, money orders, redeeming savings bonds, and more, while ensuring compliance with bank policies., • Promote and cross-sell bank products effectively, connecting customers to the appropriate departments to meet their needs., • Count, verify, and package coin and currency accurately, preparing them for secure vault storage., • Address customer inquiries and resolve routine issues confidently, ensuring a positive customer experience., • Maintain a well-stocked teller station with essential forms and supplies to facilitate smooth transactions., • Set and achieve sales goals with guidance from supervisors., • Operate and balance branch equipment, such as vaults, ensuring compliance with operational standards., • Scan and balance teller work and process various bank forms with attention to detail., • Handle stop payments and holds with critical thinking, ensuring the detection and prevention of fraudulent transactions., • Provide detailed account information and assist customers with safety deposit boxes, ensuring their needs are met., • Assist customers with documentation, such as direct deposits and address changes., • Create thorough documentation for customer transaction inquiries, maintaining clear and accurate records., • Offer overdraft services, open and close accounts, and re-pin debit cards., • Maintain and balance vault cash, ordering money as needed to meet operational requirements., • Support the Retail Banking team with daily reconciliation and balancing issues., • Adhere to all bank policies, regulations, and laws, ensuring all activities are compliant., • Assume responsibility for additional projects and tasks as assigned. EDUCATION & CERTIFICATIONS • High school diploma or equivalent required. MINIMUM REQUIREMENTS • Excellent communication skills and the ability to communicate effectively, verbally and in writing, with internal and external customers at all levels., • A positive and proactive approach to work, demonstrating enthusiasm, adaptability, and the ability to maintain composure and professionalism in stressful or adverse conditions., • Proficiency in accurately and efficiently processing customer transactions while providing exceptional customer service., • Ability to identify and pursue sales opportunities by understanding customer needs and recommending appropriate products and services., • Ability to quickly and efficiently resolve discrepancies or errors in customer accounts., • Critical-thinking skills and the ability to analyze data, drawing informed conclusions., • Strong organizational and time management skills to handle multiple tasks, prioritize work, and meet deadlines., • Mathematical proficiency and the ability to quickly and accurately complete standard calculations., • Proficient computer literacy, including comfort with Microsoft systems and Office Suite., • Intermediate typing skills to meet the needs of this position., • Current driver’s license and reliable transportation with appropriate insurance coverage; additionally, the ability to drive occasionally in the course of performing assigned duties and responsibilities., • Ability to work weekends, holidays, and at other locations as needed., • The ability to work with minimal or no supervision. ADDITIONAL QUALIFICATIONS • Associate’s degree in Business Administration or a related field preferred. Benefits: We are committed to fostering a workplace where every team member feels valued, supported, and empowered to grow. Our comprehensive benefits package is designed to promote well‑being and professional development. Team members have access to paid time off, medical, dental, vision, and life insurance, a 401(k) plan, tuition assistance, and additional resources that encourage career advancement, including approved company‑paid training. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. NOTE This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. The company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations and other laws/regulations as applicable.

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: 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 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: 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 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: 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 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: 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 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 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 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 Description At Stearns Bank, we’re helping people, entrepreneurs, small businesses, and local communities nationwide reach their full financial potential. Sound like something you want to be a part of? If so, we’re currently looking for a Universal Banker. This is an in-office position at our Scottsdale, AZ bank branch. Come see how we’re doing business unusual and charting our own path to reimagine a more inclusive financial services and banking ecosystem for all. BENEFITS Stearns Bank understands and respects that everyone is managing unique career, family, and wellness needs. That’s why we offer industry-leading benefits to employees to help them live healthy lives and bring their full selves to work every day. Benefits may vary for part-time positions. Some of those benefits include: Employee Stock Ownership Plan & 401k Plan Healthcare (Medical, Dental, Vision, Telehealth, Life insurance) 12-week Paid Parental Leave and Medical Leave: With a cap of 20 weeks for eligible team members who qualify for both Medical and Parental Leave related to the birth of a child $5,000 Family Care Reimbursement: Childcare, Elder Care, Student Loan Debt, Pet expenses, Down Payment Assistance PTO from 13 to 23 days depending on tenure. Cashout and Carryover options 10 Days Sick Time 11 Paid Holidays 4 Days Volunteer Time 2 Days Self Allowance Time Tuition Assistance For this position, our hourly rate is $26.00, final employment offers will be dependent upon the selected candidate’s relevant qualifications and experience. JOB SUMMARY The Universal Banker is a key player in driving branch growth and delivering exceptional customer experiences. This role is responsible for processing a broad range of financial transactions, proactively identifying sales opportunities, and acquiring new consumer and business checking accounts through targeted outreach and relationship building. This individual will be a trusted advisor, providing guidance on a full range of banking products and services with a focus on growing deposits and expanding the customer base. RESPONSIBILITIES Sales and Deposit Growth: Proactively identify and pursue opportunities to acquire new consumer and business checking accounts through targeted outbound calling, networking, community involvement, and referrals. Develop and carry out strategies to increase deposit balances from existing customers by understanding their needs and offering tailored solutions. Consistently meet or exceed assigned sales and deposit growth goals for new accounts and deposit balances. Maintain a robust pipeline of prospective clients and track progress towards conversion. Develop a deep understanding of the local market, competitors, and customer needs to effectively position the bank’s products and services. Partner with other departments (e.g., Commercial Lending, SBA, Nonprofits etc.) to identify cross-selling opportunities and generate referrals. Customer Service and Relationship Management: Greet and direct customers promptly and professionally. Actively interact with customers, prospects, and coworkers to build strong business relationships. Develop a strong understanding of products, services, sales skills, and service standards. Assist customers with request and/or concerns by phone and in person, delegating research and resolution. Initiate customer courtesy calls on all accounts opened to ensure customer satisfaction. Follow-up on closed accounts to understand the reason for closing. Maintain confidentiality of customer accounts. Transaction Processing and Account Management: Process commercial, business and consumer checking deposits, verifying cash and accurate endorsement of items. Process savings deposits and withdrawals, verifying cash, endorsements, and signatures. Accept checks presented for cash following the check cashing policy and verifying identification. Accept installment and commercial payments. Process advances for personal and home equity lines of credit. Handle U.S. Savings redemption transactions. Issue cashier checks, money orders, gift cards, and credit card cash advances. Issue debit cards, make changes, and close a requested. Accept check re-orders and address changes. Process dormant and inactive account transactions according to bank policy. Handle and balance cash drawer. Operational and Administrative Duties: Assist with opening and closing of the bank facility by accessing security system, recording, and processing night deposit bags / envelopes. Maintain bank security by following policy, which includes internal security, transaction security, and robbery procedures. Process any of the following: Incoming mail deposits and payments; Loan deposits; signature cards; transfers, and coin orders. Perform ATM duties. Print daily reports & notices. Assist in applying postage to the bank’s outgoing mail. Scan & index account forms in M-Files. Perform Canadian exchange for customers. Generates new business through prospecting, calling, social networking and referrals from EFD, SBA, National, Commercial and Consumer lending. Sell, explain, and open deposit accounts for both personal and business customers and prepare all related documentation. Cross sell bank products and services. Compliance and Training: Maintain solid understanding of all legal and regulatory compliance issues as they pertain to this position. Loss prevention and security as applicable for this position. Complete required training. Participate in Stearns Bank sales/referral promotions. Assist with deposit product training with new and existing employees. Maintain file on assigned competitor and monitor rates, pricing, product changes, etc. Participate in Saturday duty when needed. Other projects as assigned. REQUIREMENTS Occasionally lift and/or move up to 10 lbs. Literacy in English. Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools, or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. QUALIFICATIONS Associate degree (A.A.) or equivalent from a two-year college or technical school; or one to two years related experience or equivalent combination of education and experience. At least one-year sales experience, preferably in financial institution with a proven track record of achieving sales target, particularly in deposit growth and new account acquisition. Excellent communication and interpersonal skills. Excellent analytical, problem-solving, leadership and critical thinking skills. Excellent customer relation skills. Proactive and results-oriented, with a strong aim to succeed in a sales-driven environment. Ability to handle several priorities. Strong digital literacy. Detail oriented. Strong time management and organizational skills. Flexible. PREFERRED QUALIFICATIONS Prior experience with Fiserv banking software. Knowledge of Individual Retirement Accounts. THE COMPANY Founded in 1912, Stearns Financial Services Inc. (SFSI) is a $3.2 billion, independently owned financial institution with locations in Minnesota, Florida and Arizona, and over 35,000 small business customers nationwide. Specializing in affordable housing financing, USDA and SBA lending, and small business and equipment financing, Stearns Bank is regularly recognized as one of the country’s top-performing banks and “Best Banks to Work For” by American Banker. As a Star Tribune Top Workplaces award recipient and an award recipient of the Minnesota Business Magazine 100 Best Places to Work in Minnesota, Stearns takes pride in their team and holds their employees in extremely high regard. We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation. To learn more about Stearns Bank, visit www. StearnsBank.com EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran’s status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there’s no stopping you! VP, Treasury Management Summary: Develop new business and provide support to bank prospects and clients. Make calls with RM's and business banking officers to identify client needs and recommend solutions. Develop referral sources for leads to new business. Cross-sell Treasury Management and other Enterprise products/services to existing clients in a consultative fashion. Essential Duties and Responsibilities: • Develop new deposit business and drive treasury fee income for the bank through contacts, professional groups and networking., • Work with Relationship Managers to bring in new business through team-based calling. Develop and present written treasury proposals., • Identify products and solutions, present these solutions and cross-sell whenever necessary., • Conduct periodic reviews with all top treasury management clients., • Perform training for new and existing customers., • Accepts and completes projects and other miscellaneous duties as assigned., • Manage and service a portfolio of commercial clients., • Attend networking events, regional meetings, board meetings, etc. as needed. Qualifications: • Detailed knowledge of Treasury Management products and services., • Ability to build relationships with prospects, clients and internal associates., • Excellent verbal and written communication skills., • Strong analytical skills., • Ability to multitask while following through the sales cycle from proposal to implementation. Supervisory Responsibilities: • None Education and/or Experience: • Bachelor’s degree from four-year college or university; seven plus years of treasury management sales or related experience. Computer and Software Skills: • Microsoft Word, Excel and PowerPoint, • Bankway, • Salesforce, • Google Mail Certificates, Licenses and Registrations: • CTP preferred Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at _. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click _.

Job DescriptionDescription: The Federal Savings Bank is looking for entry level inside sales professionals to develop as Consumer Direct Junior Mortgage Bankers 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: HAYLEY HYNTON, Business Development Partner 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 role quicklyRequirements:, • 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.

As an Associate Banker within Chase, 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.

As an Associate Banker within Chase, 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.

As an Associate Banker within Chase, 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.

As an Associate Banker within Chase, 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.

As a Virtual Banker II within Consumer Banking, 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.

As Virtual Banker I within Consumer Banking, 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.

The Relationship Banker I position serves as a teller and customer service advocate for banking customers. The Relationship Banker I should have the ability to cross-sell and promote products, excellent attention to detail, and the ability to provide professional phone and in-person assistance to cu

As an Associate Banker within Chase, 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.

WaFd Bank is hiring a Personal Banker. As a personal banker, you will:.

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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client 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: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Shift: 1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Scottsdale Market 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/Scottsdale/Relationship-Banker---Scottsdale-Market_26024628-1) 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/Scottsdale/Relationship-Banker---Scottsdale-Market_26024628-1) 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/Scottsdale/Relationship-Banker---Scottsdale-Market_26024628-1) 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/Scottsdale/Relationship-Banker---Scottsdale-Market_26024628-1) 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities Required Qualifications: + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + 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: + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management 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.

Relationship Banker (Tempe, AZ)Financial service consultants at Firefighters First Credit Union (FFCU) establish new member relationships and interface with members to provide a full-service experience. Financial service consultants advise and assist Relationship Banker, Relationship, Banker, Processing, Application, Financial, Banking

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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client 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: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Shift: 1st shift (United States of America) Hours Per Week: 40

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.

JobID: 210608348 Category: Client Service JobSchedule: Full time Posted Date: 2026-06-05T18:36:06+00:00 JobShift: Day Base Pay/Salary: Irvine,CA $80,750.00-$130,000.00; Chicago,IL $80,750.00-$130,000.00 Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial Bank you will serve as a key liaison for Commercial Bank clients. This role will work closely with Commercial 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 Commercial 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.

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 Virtual Banker II within Consumer Banking, 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 engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. • Foster a welcoming atmosphere by delivering attentive and friendly service, acting with a client-first attitude, and collaborating with team members to provide the most appropriate solutions., • Demonstrate a commitment to hospitality by consistently exceeding client expectations and creating a warm and inviting environment., • Handle inbound and outbound communication to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions., • Cultivate strong client relationships through active listening, thoughtful questioning, and exceptional customer service, referring clients to our team of experts as needed., • Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) to connect customers to experts for specialized financial needs., • Guide clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs to enhance their banking experience., • Achieve or exceed performance metrics related to client engagement and referrals, while staying informed about Chase products, services, and industry trends., • Resolve client issues promptly and with attention to detail, ensuring a consistent and positive client experience., • 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., • Demonstrated client-first attitude with the ability to create a hospitable and friendly experience., • Strong relationship-building skills, showing genuine care and concern during client interactions., • Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email., • Proficiency in quickly and accurately learning products, services, and procedures., • Ability to work collaboratively as a team to deliver seamless service with care and sincerity., • Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently., • Proven client service experience or comparable experience., • High school diploma, GED, or equivalent., • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Experience adhering to banking policies, procedures, and regulatory requirements., • Experienced in retail banking, financial services, or a consultative customer relationship role in a related industry, such as hospitality service industries, with proven success in deepening client relationships and delivering results., • College degree or military equivalent. 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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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.

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 Relationship Banker Business Specialist within PNC's Retail organization, you will be based in Scottsdale, AZ. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Responsible for proactive lead generation and appointments conducted inside and outside of branch. Delivers a differentiated client experience from acquisition through onboarding and servicing. Proactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client information from various sources and translates to actionable sales strategy and tactics. Generates quality referrals to ecosystem partners. Leverages tools and protocols to maximize business results. Develop ecosystem leadership inside and outside of the branch as a COI. Works across a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or team of resources best equipped to meet client needs and introduces the client accordingly. Holds partners accountable for routine updates and referral follow up. Client experience and Hospitality management--differentiates the client experience through advanced conversation skills. Delivers client well-being through tailored solutions aligned with clients' wholistic needs, including deposits, lending, cash management, payments, and investing. Solves clients' problems courteously and with urgency, escalating where necessary. Acts as an advocate for clients and prospects across product, support, operations or other departments within PNC, identifying trends and unique needs of the client. Works with branch team to help them identify consumer and business banking opportunities to create referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet with consumer and business clients. Creates client loyalty and grow client share of wallet through a differentiated client experience. Performs lobby engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. 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. Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Banking Products, Business Acumen, Customer Experience Management., Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Prospecting., Selling., Understanding Customer Needs Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) 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 pncthrive.com. If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . 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 California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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.

JobID: 210738728 Category: Client Service JobSchedule: Full time Posted Date: 2026-06-08T18:15:11+00:00 JobShift: Day Base Pay/Salary: Chicago,IL $104,500.00-$165,000.00 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.

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 pote

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, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings., • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions introducing them to our team of experts to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent., • Reading and speaking in both Spanish and English fluently is required for this role. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling 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. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: 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: 30 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: 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: 2410 S Power Rd MESA, AZ 85209 2112 S Ellsworth Rd MESA, AZ 85209 4525 E McKellips MESA, AZ 85215 2655 N Power Road MESA, AZ 85215 5341 S Superstition Mountain Dr Ste GOLD CANYON, AZ 85118 231 S Phelps APACHE JUNCTION, AZ 85120 1256 E McKellips Rd MESA, AZ 85203 2891 W Apache Trail APACHE JUNCTION, AZ 85120 1860 E University Drive MESA, AZ 85203 121 S Power Road MESA, AZ 85206 Posting End Date: 24 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a 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. 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 Desired Qualifications: Experience recommending financial products and translating customer goals into clear, actionable recommendations Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments Experience coaching or supporting peers to strengthen team performance and customer impact Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments 3+ years of experience in a licensed financial services position Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) 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 Posting Location(s): 41830 N Gavilan Peak Pkwy Phoenix, AZ 85086 21040 N Tatum Blvd Phoenix, AZ 85050 29425 N Cave Creek Rd Cave Creek, AZ 85331 10959 E Dynamite Blvd Scottsdale, AZ 85262 10921 N Scottsdale Rd Scottsdale AZ 85254 14595 N Scottsdale Rd Scottsdale, AZ 85254 15760 N Frank Lloyd Wright Blvd Scottsdale, AZ 85260 34502 N Scottsdale Rd Scottsdale, AZ 85266 16355 E Palisades Blvd Fountain Hills, AZ 85268 4750 E Bell Rd Phoenix, AZ 85032 12641 N Tatum Blvd Phoenix AZ 85032 23405 N Scottsdale Road Scottsdale, AZ 85255 Posting End Date: 26 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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! 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

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