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Job Description We are looking for hungry, motivated and dedicated professionals. This job has an unlimited amount of income and depends on you. Its not a grind nor is it hard work. However it requires networking, calling on clients and opening up doors. Our average AE makes $220k a year. We ask that you only apply if you are willing to learn, put the work in and grow. This is not a 70/hr work week career. The Inside Sales Account Executive will be a proactive member of our sales team, and the key to Angel Oak Mortgage Solution’s acquisition of a wide variety of residential mortgage loan products and services through the Company's extensive business-to-business network of correspondents and brokers. Principal Accountabilities: • Plan, develop, and execute sales strategy to meet established goals in assigned territory., • Secure new and maintain current relationships with licensed mortgage brokers. Solicit, build, and maintain mortgage broker and mortgage banker relationships. Responsible for establishing new business, developing current business relationships, and ensuring brokers satisfaction. Regularly secures new Client relationships, and successfully guides new Clients though the Client approval process. Actively promotes the various features and benefits of establishing/maintaining a business relationship with the Company. Travel to customer's business locations on a regular basis to review customer's wholesale mortgage needs, resolve any issues and to promote new products. Speak, correspond, and visit accounts on a daily basis. • Maintain database of contacts for weekly email campaigns., • Market Angel Oak products and programs to the mortgage and real estate community. Educate and guide brokers through the loan submission to closing process. Train mortgage broker and banker partners on loan submission and fulfillment process. Communicates and trains mortgage brokers on products, policies, and procedures to ensure all loan files are complete and within guidelines. Set expectations and understanding of loan process for submission, underwriting, locks, closing and funding. • Serve as liaison between brokers and operations team. Provide on-going service support to mortgage brokers., • Assist in resolving customer questions, issues, objections and educating customer about the escalation process, • Communicate and interact with loan fulfillment centers as necessary to ensure desired production results or that proper customer service was delivered Thorough knowledge of and the ability to apply concepts to all aspects of residential mortgage lending, origination, operations, and delivery. Possesses refined marketing skills that can be applied to the wholesale lending environment. Required skills and qualifications Minimum • Sales and business development experience is a plus but not needed, • Outstanding communication skills, with both external clients and internal departments/teams., • Solid negotiation skills, • Ability to provide innovative solutions to challenging situations and adapt approach dependent on the client., • Excellent systems skills and working knowledge of MS office products Preferred: • Wholesale business development experience is preferred but not required., • Existing broker relationships NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required for this job. Angel Oak Mortgage Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. Company DescriptionAt Angel Oak Mortgage Solutions, we achieve success through our people. Our Account Executives build solid relationships and credibility with mortgage brokers and correspondents and provide outstanding mortgage solutions to our customers across the United States. And they do it better than anyone.At Angel Oak Mortgage Solutions, we achieve success through our people. Our Account Executives build solid relationships and credibility with mortgage brokers and correspondents and provide outstanding mortgage solutions to our customers across the United States. And they do it better than anyone.

Job Description We’re not looking for someone who simply moves files through the system. We’re looking for a leader who identifies obstacles early, brings solutions to the table, creates a world-class client experience, and helps our team continue to scale. Compensation: $55,000 + bonus Responsibilities: • Accurately input loan file documentation into necessary software programs, • Facilitate a timely loan closing by serving as the main point of contact for title companies, real estate agents, mortgage loan officer/ mortgage loan originator, borrowers, and mortgage underwriters, • Create and maintain the mortgage loan file, order third party documentation and reports as needed for residential home loans, and assist underwriters in clearing conditions as requested, • Assure that all loan files, credit packages, and disclosure packages comply with company lending policies, as well as state and federal lending guidelines, • Obtain and verify that all loan documentation, such as title insurance, appraisals, loan applications, credit reports, and income and asset declarations are accurate and provided promptly to underwriters for loan approval Qualifications: • Mortgage industry knowledge, specifically federal and state regulatory requirements are necessary, • Several (2-3) years experience of loan processing experience with a mortgage banker or mortgage lending company, bank, or credit union is required, • Solid knowledge of various residential mortgage loans such as FNMA, FHA, VA, USDA, and Conventional is vital -- Commercial loan and Refinance loan knowledge is helpful, • High school diploma required; Bachelor’s degree is preferred, • Exceptional time management, attention to detail, customer service, and communication skills are necessary The ideal candidate is: • Highly organized and detail-oriented, • Proactive and solution-driven, • Able to think outside the box when challenges arise, • Strong at communicating with clients, builders, real estate agents, and operations teams, • Comfortable managing multiple files, priorities, and deadlines simultaneously, • Focused, determined, and accountable, • Experienced in builder business and new construction transactions About Company Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Job Description Banker Dallas, TX (75206) Duration : Direct Hire Needs to have 5-10 yrs experience. Focused on deposit-only or net depositor relationships (professional service firms, healthcare, HOA, title companies / 1031 exchange companies, law firms, property management, funeral homes, non-profits / foundations / endowments, insurance agencies, contractors, municipalities, etc.). Essential Functions: • Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the STRENGTH values., • Coordinate and generate new leads targeted toward business community relationships while maintaining an existing client base of business., • Frequently visit business leads to solicit and acquire new relationships or call on existing customers for cross-sell opportunities., • Identify opportunities, promote, and setup Business Solutions products including Cash Management, Merchant Services, and Select Pay., • Serve as the primary point of contact for customers with regards to Business Solutions products, questions, and issues., • Perform CSR duties for new and existing business customers to include opening new accounts, ordering debit cards, promoting credit cards, ordering checks, making wire transfers, setting up Business Solutions services, etc., • Other duties, as assigned. Technology • Various banking software; Xperience, Synergy, Synapsys, Employee Self-Serve.

Job DescriptionOverview A Relationship Banker is responsible for leading and delivering an outstanding experience to customers. This position must acquire, manage and retain meaningful relationships with our customers, using financial knowledge to offer thoughtful solutions to help address financial needs. Relationship Bankers perform related duties as required to achieve Banking Center goals. Responsibilities • Primary role to open new accounts, certificates of deposit, taking non-real estate consumer loan applications, and all other ancillary products offered by the Bank; answer customer questions, provide account opening information and ensure proper paperwork is completed and entered on the computer system., • Develop and maintain close relationships with the customer base of the Banking Center and thorough knowledge of account ownership, active participation in lobby leadership, greeting customers by name, and adherence to customer service standards as outlined by NDBT, • Manage assigned customer portfolio and proactively meet with customers - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations. The appointments would primarily be held in the Banking Center., • Maintain a working knowledge of and utilize a consultative approach with every customer interaction., • Deliver customized banking solutions and recommendations based on customer need., • Improve digital adoption of customers by setting up self-service options to access their accounts 24 hours a day/7 days a week., • Uncover opportunities with customers and partner with Specialists (Wealth, Treasury, Mortgage, and Commercial) to connect customers to experts who can help them with specialized financial needs., • Process non-real estate consumer loan applications and close non-real estate loans according to established procedures., • Maintain a well-developed working knowledge of the complete line of Bank products and services offered, take responsibility to keep up to date and request assistance for further development needs., • Provide a customer experience, as defined by NDBT, that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty and retention that provides a differentiated experience from other financial institutions in the marketplace., • Respond to all customer inquiries and service requests, providing prompt and accurate resolution of problems/issues in a timely manner, generally within 24 hours, refer complex issues to the Banking Center Manager., • Initiate and maintain customer contact through a variety of methods, including but not limited to, customer interaction on the teller line and account area, phone prospecting, outbound calls to customers, appointments could be conducted inside or outside the bank, and attending community events as needed., • Participate in morning huddles, sales meetings and monthly staff meetings., • Adhere to policies, procedures, regulatory banking requirements, and state and federal laws., • Meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management., • Promote and model professional communication and demeanor., • Demonstrate strong initiative in role. Qualifications, • 40 hours per week - Must be able to work during banking hours, which are 8:00 AM until 5:00 PM Monday through Friday, and some Saturdays from 8:00 AM until 12:00 PM (noon)., • Bachelor’s degree preferred; or two to four years related experience and/or training with two years retail banking sales experience or two years financial services experience; or two years in a relationship sales role; or an equivalent combination of education and experience., • Demonstrated ability to learn products, services and procedures quickly and accurately., • Excellent communication skills – in person and over the phone – with proven ability to tailor features and benefits of products/services to customers with differing needs., • Comfortable educating others on technology., • Professional, thorough and organized with strong follow-up skills., • Performs well in a team environment and proactively collaborates with others to serve customers., • Ability to understand and follow policies, procedures and regulatory requirements., • Projects a professional image in dress, manor and communication. Location: Irving, TX on MacArthur Blvd at Las Colinas BlvdAbout NDBT: We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of – consider applying today. North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Job Description Company Mission Orion Lending is a Nationwide Mortgage Banker, founded by proven industry leaders, who bring a legacy of success and ambition to the Mortgage Banking industry. At the core of our business philosophy is a commitment to extraordinary service, honesty, and clear communication. Our team is comprised of highly seasoned professionals who share Orion Lending's objective to revolutionize our partners' expectations. At Orion Lending, we combine innovative technology, a wide array of products and competitive pricing, to assist our network of originators grow and develop their referral business and clientele. Position Summary Orion Lending is seeking a Senior Mortgage Operations Trainer with deep subject-matter expertise in mortgage operations with an emphasis on underwriting to lead the design, delivery, and continuous improvement of training that develops our operations workforce. Working under limited supervision, this senior team member owns the end-to-end training lifecycle for underwriting and broader operations functions—partnering with underwriting leadership, operations managers, and compliance to build curriculum that shortens ramp time, elevates loan quality, and keeps our teams current with agency, investor, and regulatory requirements. This is a hands-on, senior individual-contributor role for a proven mortgage professional who can move fluidly between underwriting and all operation roles for onboarding, systems, policy and procedures, and additional training sessions. Specific Duties and Responsibilities Curriculum Design & Facilitation • Develop training materials, participant guides, presentations, procedures, forms, job aids, quick-reference guides, and course descriptions in accordance with department standards., • Facilitate live virtual and in-person trainings, workshops, and meetings using instructional best practices and adult-learning principles., • Design learning content that is clear, concise, engaging, accurate, and measurable against defined learning objectives and business outcomes., • Interview subject-matter experts, observe work processes, and collaborate with business leaders to research and analyze information required for new or updated documentation. Onboarding & New-Hire Enablement • Design and deliver a comprehensive training program for underwriting and operations in conjunction with underwriting and operations leadership., • Onboard newly hired underwriters and other operations team members to Orion Lending, orienting them to our workflows, expectations, and standards., • Deliver role-based onboarding that gets experienced hires productive quickly in the Orion environment—focused on how we do the work here, not on teaching the underlying profession. Systems Training • Provide full systems training on Orion’s loan origination system, automated underwriting systems (DU/LP), imaging/workflow tools, and other platforms used across operations., • Build and maintain systems job aids, step-by-step guides, and walkthroughs so team members can navigate Orion’s technology confidently and consistently., • Support system enhancements and rollouts with timely training and change-management communications. Policies & Procedures Training • Train operations teams on Orion’s policies, procedures, and workflows, ensuring alignment with agency, investor, and regulatory requirements., • Interpret and translate Orion’s procedures into clear, role-specific learning for underwriting and each operations function., • Partner with Quality Control and Compliance to identify knowledge gaps from audits and error trends and convert them into targeted procedural training. Required Qualifications and Experience • Minimum 7 years of experience in the mortgage lending industry, with a strong underwriting background and working knowledge of the broader operations workflow (processing, closing, and funding)., • Solid understanding of Conventional (Fannie Mae/Freddie Mac), FHA, VA, USDA, and non-QM products, and automated underwriting systems (DU/LP) and loan origination systems., • Minimum 3 years of experience onboarding, training, or developing procedures/process documentation in the mortgage lending industry., • Proven ability to onboard experienced hires and deliver systems, policy, and refresher training to both new hires and tenured staff., • Excellent operating knowledge of mortgage lending and banking industry processes, including wholesale lending., • Strong knowledge of agency, investor, and federal/state regulatory requirements affecting operations and loan quality., • Bachelor’s degree or equivalent combination of training, writing, and mortgage industry experience. Preferred Qualifications and Experience • Experience in a wholesale or correspondent lending environment., • Prior senior underwriter, underwriting team lead, or underwriting trainer experience., • Formal instructional-design experience (ADDIE, adult-learning methodology) or industry certifications (e.g., DE/SAR/LAPP-SAR, NAMU designations, CPTD/APTD)., • Advanced proficiency in MS Word, Excel, PowerPoint, and Outlook, plus Visio, Adobe Acrobat Pro, and virtual training/LMS platforms., • Proficiency with virtual training technology for screen sharing, video conferencing, and learner engagement. Core Competencies • Excellent written and verbal communication, with the ability to translate complex guidelines into clear, actionable learning., • Excellent writing, editing, proofreading, and process-mapping skills, applying policy and procedure standards., • Strong organizational, analytical, and problem-solving skills with meticulous attention to detail., • Sound judgment, effective decision-making, and strong technical aptitude., • Self-motivated with the ability to work autonomously, prioritize multiple projects, and meet critical deadlines under changing priorities., • Ability to maintain strict confidentiality and build authentic, collaborative relationships at all levels of the organization. Physical and Work Conditions Standard office environment, equipment, and tasks, including work at a computer terminal. This position requires partial sitting and walking Company DescriptionOrion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry. ️‍ Orion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion. At Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.Orion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry.\r\n️‍\r\nOrion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion.\r\n\r\nAt Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.

Job Description About the job Our customer is seeking a motivated Personal Banker to provide excellent customer service, process commercial and consumer transactions, onboard new accounts, and establish lasting relationships with clients. This role involves managing the full cycle of new account creation, from initial contact through to onboarding and beyond, ensuring a seamless experience for each new customer. You will also work the teller line and complete wire and other transfers. Experience: 2-4 years in banking personal banking role with some teller experience. Skills • Excellent communication and interpersonal skills., • Excellent accuracy, organization and attention to detail., • Detail-oriented with the ability to manage multiple tasks simultaneously., • Proficiency in MS Word, MS Excel and MS Teams.

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.

Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed.Promote and maintain positive relations with all contacts, customers and potential customers.Perform as a team member in allocating and coordinating

By joining Woodforest you will become a part of one of the largest employee-owned bank in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage an

The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the cu

We are looking for Universal Banker I to join our Carrollton Office branch team. The Universal Banker I will be responsible for conducting client and bank transactions with accuracy, speed, efficiency, and professionalism standards.

Home to some of the most recognized brands in real estate? Better Homes and Gardens Real Estate,?Century 21,?Coldwell Banker,?Coldwell Banker Commercial,?Corcoran,?ERA, and? Sotheby's International Realty, we fulfill our purpose to empower everyone's next move through our leading integrated services

By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage a

Bank of America Financial Center Position.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

The Insurance Premium Finance Banker is accountable for all aspects of Insurance Premium Finance (IPF) lending across Ascent, Private Wealth Management, and Wealth Management Community. Insurance Premium Finance Banker.

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.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J. Asset Management provides individuals, advisors and institutio

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills • Six plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Responsible for achieving expected levels of client service quality, balance sheet quality, profitability, revenue growth, and risk management for Hospital, Higher Education, and Government (HHG) Banking clients and prospects. Deliver a consistent client experience that positions Truist as the HHG segment. Lead and integrate all banking partner functions with your portfolio in the local market by collaborating with various partners including Public Finance, Industry Consultants, Wholesale Payments, Credit Delivery, Wealth, and Risk partners to execute on HHG growth strategies. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. • Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Hospitals, Higher Education & Government segment. Responsible for meeting loan, deposit, fee-based revenue expectations., • Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources., • Develop new business client relationships and improve market share of business loans and non-credit services, including deposits., • Collaborate with various Line of Business partners including Public Finance, Industry Consultants, Wholesale Payments, Wealth and Risk partners to execute on Hospitals, Higher Education & Government growth strategies., • Assume responsibility for the profitability, quality, liquidity, and growth of the assigned Hospitals, Higher Education & Government portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives., • Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system., • Execute on all risk, operational, policy and quality expectations related to assigned client portfolio., • Bachelor's degree or equivalent education and related training, • More than eight (8) years of experience in financial services, preferably with Hospitals, Higher Education & Government clients, • Ability to grasp large complex Hospitals, Higher Education & Government credits clearly, • Strong command of credit and finance, • Excellent verbal and written communication skills, • Excellent negotiation skills, • Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions #Dallas #Austin #Houston

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News'Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Brief Overview of Position: A Banker Associate I will have experience within Commercial Real Estate Banking line of business. This role will report to the Team Leader and will provide support to senior colleagues in delivering best-in-class client experiences and comprehensive financial solutions to clients across a broad array of industries. Seeking qualified candidates with a passion for a long-term career in Banking, that aspire to deliver superior client experiences, and has extraordinary levels of motivation and initiative. • Have a deep understanding of RMs portfolio and clients., • Improve technical skills in deal structuring, term sheets, and complex UWs., • Complete cash flow models, BSC forms, pricing models, scorecards, and credit approvals, • Work with Relationship Manager to review loan documents, borrower comments, and negotiations., • Attend client and prospect calls with Relationship Managers (RM) (approximately 10% of time spent), support meeting preparation, and coordinate timeline, meetings, and actions to execute and close deals., • Research and generate prospect opportunities., • Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop call planning strategies., • Mentor first year analysts, interns, and STARs., • Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree., • 2.5 to 3.5 years of experience in Banking, Commercial Banking preferred or other relevant experience., • Effective team player with ability to work in a fast-paced, highly collaborative environment., • Exceptional writing, interpersonal and communication skills., • Analytical skills - critical thinking, data and information analysis, research, and problem solving., • Organizational and time management skills., • Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages)., • Strong knowledge of banking suite of products and services., • Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations, • High interest in outreach to, and involvement in, the communities where we live and work. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Deliver customized, complex banking and capital markets solutions to private real estate developers and investors nationwide. Banker is the primary point of contact, responsible for maintaining and growing existing client relationships as well as developing new primary relationships in order to deliver revenue growth for the line of business. Essential duties and responsibilities following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. • Responsible for all aspects of client management including driving execution of credit facilities, capital markets transactions, and treasury management services., • Act as lead point of contact for clients and prospects to grow and deepen client relationships by executing on a defined profitable growth plan., • Regularly engage with product partners across the bank including Capital Markets, Treasury, and Grandbridge to provide proactive solutions to client needs., • Employ astute risk management by maintaining satisfactory credit risk standards, risk review assessments, audit results and compliance results., • Prepare and deliver presentations to senior line of business management and senior credit risk management for new credit opportunities, portfolio management, and market overviews., • Engage and be active in various Commercial Real Estate (CRE) industry organizations including, but not limited to, ULI, NAIOP, CREW, RELA, CREFC, and others. Leadership roles are preferred., • Stay informed on industry developments, trends and competitive data; functioning as an industry expert for CRE and Truist., • Work closely with junior-level teammates to foster and promote professional growth opportunities. Required qualifications: the requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor's degree in Business, Finance or related field, and specific knowledge/experience with supporting educational background, or equivalent education and related training., • Minimum twelve (12), preferred fifteen (15) years of related experience, preferably all in Commercial Real Estate Banking., • Strong analytical problem-solving skills; Formal CRE credit training preferred., • Effective interpersonal communication, marketing and sales skills., • Proven negotiating ability., • Strong business acumen (i.e. critical thinking and decision making)., • Strong understanding of the Real Estate industry, including deep fundamental understanding of Real Estate development and investment., • Knowledge of accounting, financial, operational, regulatory and information technology systems., • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products., • Competence in Real Estate Finance modeling, including IPL, DCF and Argus. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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 an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training and coaching. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals Support everyday banking needs, including new account openings, service requests, and credit applications Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs Deliver accurate, compliant service while exercising sound judgement within defined risk controls Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Job Expectations: Ability to work a schedule that will include Saturdays Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship Posting Location(s): 635 & MIDWAY 13301 MIDWAY RD FARMERS BRANCH BELTLINE & MARSH 3701 BELT LINE RDADDISON COIT & 190 212 COIT RD PLANO COIT & 635 13050 COIT RD DALLAS IRVING 900 W AIRPORT FWY IRVING IRVING MACARTHUR 1050 MARKET PL BLVD IRVING JOSEY LANE 13297 JOSEY LN FARMERS BRANCh MACARTHUR & NORTHGATE 4040 N MACARTHUR BLVD IRVING PRESTON & FRANKFORD18126 PRESTON RD DALLAS PRESTON HOLLOW 11730 PRESTON RD DALLAS PRESTONWOOD TOWN CENTER15216 MONTFORT DR DALLAS WEST FOREST LANE3535 FOREST LN DALLAS 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 Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may require in-store aisle prospecting Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each days operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash carefully to guard against acceptance of counterfeit checks and identification Enter transactions into computer and issue customer receipts Sell and prepare money orders, cashiers checks, bank-to-bank wires, and certificates of deposit Process western union wires and cash advances Cross-sell bank services and products Provide bank services to a diverse customer base, including a large Spanish speaking population Perform other tasks requested by supervisors as they relate to the bank and its functions Regular and predictable attendance and punctuality Approval limits will be based upon established authority levels Environmental and Physical Requirements: Required to stand or walk for extended periods of time dependent upon branch location Ability to work in a high volume, stressful and noisy environment Schedules are prepared based on business need and subject to change at any time Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.bfb3568a-762b-4989-884b-a9682aa104ca

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits. Responsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times. • Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners., • Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions., • Open and service deposit accounts, including complex business accounts., • Originate a consumer loan portfolio., • Conduct outbound business development and community involvement activities., • Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership., • Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud., • Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed., • Proactively serve as a role model for banking center team members and coach relationship-building activities., • Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning., • Provide backup and assistance to other retail banking roles and locations, as necessary., • Model and champion the Bank's standards for exceptional customer service., • Enthusiastically support the bank's values and mission., • Display a high degree of integrity, trustworthiness, and professionalism at all times., • Actively promote teamwork, leading by example and taking initiative to assist others., • Complete all essential training timely., • Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members., • Maintain consistently good punctuality and attendance to work., • Adhere to all Bank policies, procedures, and guidelines., • Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards), • Knowledge of bank policies and procedures, • Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition, • Ability to demonstrate confidence and act as a trusted advisor., • Ability to communicate effectively both verbally and in writing, • Ability to demonstrate team player approach, capable of thriving in a continually changing environment, • Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail, • Ability to work without close supervision, • Ability to maintain confidentiality, • Ability to follow policy and procedure including safety and security procedures, • Ability to travel to other work locations (e.g., training, staffing shortages), as needed, • Skill in using computer and Microsoft Office applications necessary to perform essential job functions, • High school diploma or equivalent required; bachelor's degree preferred, • 1+ year retail customer service and/or sales experience required, • Knowledge of business and consumer products required, • Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred, • Proven ability to achieve sales goals and financial targets preferred, • Experience in a leadership and/or coaching role strongly preferred, • NMLS, or successful completion of NMLS process within 30 days of hire, required. Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Responsibilities • Oversee the operation of a financial center to ensure customer satisfaction and compliance with all laws, regulations, policies and procedures while maintaining an ethical sales culture and inclusive environment within their financial center and market, • Responsible for recruiting, retention and training of all team members along with developing the Assistant Financial Center Manager to the next Financial Center Manager, • Responsible for creating an inclusive financial center culture that provides an environment for team members to thrive, • Support and coordinate CRA and Community Engagement activities within core market, • Oversee Branch Small Business Activity within market to drive new business acquisition and deepen existing relationships, • Ability to identify clients needs and refer them to the appropriate line of business, • Maintain a properly trained team and provide guidance, support and conflict resolution to team members, which includes adhering to Texas Capital Bank guidelines, policies and procedures and applicable laws, • Coordinate operational issues including automation and equipment needs, workflow and transaction integrity, • Maximize the growth and profitability of the branch through ethical sales, deepening existing client relationships, various line of business partner support and influential leadership, • Assisting commercial, private wealth and treasury officers with client and prospecting calls, • Required to perform all duties necessary for operating an efficient financial center including but not limited to teller transactions (Withdrawals, Deposits, Wires, etc) and all banker functions, • Act as a liaison with various internal business partners to facilitate client onboarding, • Lead in community awareness events to increase bank outreach and foster new business opportunities, • Foster an environment within the banking center that assures exceptional customer service, • Interview and hire qualified candidates upon event of financial center staff vacancies, • Maintain proper security with the financial center to protect employees and bank assets, • Ensure responsible management of financial center budget Qualifications • Bachelor's degree in Finance, Accounting, Business or the equivalent preferred, • Minimum of 5 years banking experience with three years in a supervisory role, • Excellent knowledge of bank and branch operations, customer service and sales, • Strong knowledge of bank products and services, • Strong financial acumen including Business Banking and Credit Solutions, • Proven leadership and organizational skills, including effective time management, • Ability to be influential and establish positive working relationships across the organization, • Demonstrated ability to establish and achieve strategic goals, • Effective communication (both verbal and written), negotiating, and presentation skills, • Ability to readily identify needs and requirements, and establish plans and processes to ensure successful results, • Strong knowledge of legal entity documentation required, • Take initiative to participate in continued education and management development, • Proficiency in the use of PC software tools for reports, audits, analysis, and presentations, • Saturday Banking Support, • Must be able to lift 50 lbs, • The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Texas Capital is an Equal Opportunity Employer.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills • Six plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities • Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products, • Develop investment policy statements and advise on asset allocation, • Closes sales of complex investment products, • Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication, • Build excellent working relationships with internal clients, • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct, • Provide guidance to junior staff Required Qualifications, Capabilities, Skills • Bachelor's degree required; MBA or CFA preferred, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Seven plus years' experience in Private Banking or Financial Services industry, • Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning Preferred Qualifications, Capabilities, Skills • Ideal candidate has prior experience providing complex investment solutions to individuals, • In depth experience and/or knowledge of hedge funds, private equity and alternative investments, • Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity, • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Location: TX - Dallas/Irving As a Commercial Banker II - Mid Market you'll be responsible for identifying a target market for new business and subsequently developing and establishing a book of new business from those relationships. Key responsibilities include negotiating, underwriting, and coordinating the closing of a variety of major and complex loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers. You'll also be responsible for assisting clients with deposit related products and services, as well as gathering and analyzing client information to recommend appropriate deposit product solutions. • Compile and analyze market research data to develop recommendations regarding products and services focused on needs of target market., • Engage in business development activities and solicitation of new business based on the target market., • Collaborate closely with treasury partner to ensure seamless client experiences., • Call and visit target customers to promote and sell Bank products and services to establish a new book of business., • Develop and maintain customer data base including calls and results on all new business relationships. Make reports to superiors as required., • Interview prospective applicants and requests specified information related to loan or credit application; correspond or re-interview applicants to resolve questions regarding application information., • Perform basic pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends., • Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee., • Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio., • Maintain a superior knowledge of financial industry status and trends., • Recommend to senior management those products and services experiencing less than satisfactory performance., • Represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assist the Bank in establishing and maintaining market position in the financing arena. What you'll need: • 7+ years of related experience., • Bachelor's degree or equivalent experience required., • Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services., • Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices., • Advanced knowledge in all facets of relationship management., • Advanced organizational and time management skills., • Advanced speaking and writing communication skills., • May require up to 50% travel. Benefits you'll love: We offer all the important things you'd want like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bancorporation is accepting applications for our Asset Based Lending NDFI Portfolio Manager and Underwriter located in Salt Lake City, Houston, or Dallas. Zions Bancorporation is seeking a Portfolio Manager with knowledge and experience in lending within the Non-Depository Financial Institution (NDFI) space including note-on-note, and other private credit areas of lending. Our team partners with clients to deliver customized credit solutions that support our Borrowers while managing risk. Ideal candidates will have the skills and experience necessary to: • Support the lending unit related to borrowing based lines of credit within the warehouse, private credit, and other NDFI lines of credit the Bank provides to qualifying Borrowers., • Evaluate and contribute to the proper structuring, due-diligence, underwriting, legal documentation, closing, financial data analysis, and the managing of both new and existing complex collateral based loans., • Review and analyze field exam results, identifying collateral and credit risks and recommending appropriate mitigants., • Prepares loan packages for approval, including the submission and presentation of underwriting memo for approval., • Accountable for appropriate loan documentation, borrowing-base calculation, the loan closing process and internal on-boarding of new customers., • Responsible to analyze and document the financial performance of borrowers and the condition of underlying collateral., • Ensure compliance with financial and loan covenants., • Potentially manage troubled loans and workout situations., • Provide advice and counsel to clients regarding trends and conditions of the business environment, capital markets, and general banking trends., • Perform financial projection modeling., • Ensure that production and quality of work performed by independent contractors is monitored and meeting service levels., • Manage department projects and other duties as needed. Qualifications: • 1-8+ years in asset-based lending, including direct experience underwriting or managing NDFI facilities such as note-on-note, warehouse, fund finance, or lender finance lines, field exam, loan documentation, loan workouts, monitoring collateral and credit performance, economic and industry evaluations, or other directly related experience., • Familiar with private credit asset classes and the structures used to finance specialty finance, consumer, and commercial receivables., • Experience setting advance rates and eligibility criteria and reviewing borrowing-base certificates., • Strong knowledge of accounting and finance, including the ability to interpret financial statements and build financial models., • An equivalent combination of education and experience may meet qualifications., • Working knowledge of commercial/corporate loan structures, setting of appropriate loan and financial covenants and industry standard loan documentation., • Strong work ethic with attention to detail., • Solid problem resolution, analysis, communication skills, both verbal and written., • Must have solid interpersonal skills., • Strong knowledge of software applications, including word processing, spreadsheets and financial modeling., • Requires a bachelor's degree in accounting, finance, banking, or a related field Benefits: • Medical, Dental and Vision Insurance - START DAY ONE!, • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance, • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts, • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays, • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience, • Mental health benefits including coaching and therapy sessions, • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire, • Employee Ambassador preferred banking products

We are seeking a highly skilled and experienced Vice President to join our Media & Communications team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As a seasoned Media & Communications Investment Banking professional, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities • Acting as the primary day-to-day client point of contact and lead banker on deals, • Reviewing and coordinating the analytical work of junior bankers to move marketing/execution processes forward, • Refining marketing/execution materials for maximum client impact, • Overseeing the creation of financial projection models, which are maintained by media and communications industry team in coordination with M&A partners, • Identifying and managing all risks in a given deal, • Liaising with other internal and external parties on transactions (e.g., product partners, lawyers, accountants, counterparties), • Leading client negotiations, Q&A processes and management presentations, • Act as sector captain for at least one media and/or communications sub-vertical, including monthly newsletter, sector trends and valuation reference metrics, • Establishing relationships with peers at corporate clients and prospects, as well as private equity sponsors and other institutional investment firms, • Sourcing new deal opportunities in coordination with senior bankers Required qualifications, capabilities, and skills • Prior work experience in an investment banking front office role, preferably at the Senior Associate or Vice President level at a money center or boutique investment bank, • Experience in training junior bankers, • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity, • Very strong quantitative and analytical skills (including Excel modelling and valuation work), • Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions, • Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team, • Ability to comfortably interact with clients in a professional and mature manner, • Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment banks JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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 an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training and coaching. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals Support everyday banking needs, including new account openings, service requests, and credit applications Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs Deliver accurate, compliant service while exercising sound judgement within defined risk controls Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Job Expectations: Ability to work a schedule that will include Saturdays Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship Posting Location(s): CEDAR HILL DALLAS CENTRAL DUNCANVILLE I-20 & WHEATLAND MCKINNEY AVENUE MIDLOTHIAN OAK CLIFF PINNACLE PARK RED OAK SOUTH OAK CLIFF UPTOWN WAXAHACHIE WEST ILLINOIS & WESTMORELAND WEDGEWOOD Posting End Date: 28 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.

Location: On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Additional Responsibilities: • Drive growth in your market and achieve revenue and profitability goals., • Actively communicate the firm's value proposition and advice-based service offering to all stakeholders., • Develop client relationships through internal banker referral partners and external COIs., • Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate., • Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships., • Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions., • Engage your connectivity in the community to foster business development. Qualifications: • 4+ years experience in the Financial Services industry., • Bachelor's Degree required from accredited college or university., • Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged., • Excellent consultative sales skills, with demonstrated business development track record., • Strong written and oral communication skills. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Benefit Highlights: • Medical with wellness incentives, dental, and vision, • HSA with company match, • Maternity and parental leave, • Tuition reimbursement, • Mentor program, • 401(k) with 6% match

Relationship Banker Dallas, Texas;Irving, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Relationship-Banker_26025073) 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/Dallas/Relationship-Banker_26025073) 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/Dallas/Relationship-Banker_26025073) 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/Dallas/Relationship-Banker_26025073) 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. 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 and travel to 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent 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.

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. 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 and travel to 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 Bilingual Skills in Spanish (written and verbal) Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification * Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve. The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses. Handles the largest, most profitable customer relationships within the department. Team Culture We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic. Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience. Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors. How You'll Spend Your Time You will use your business savvy to identify new prospects and develop new business. You'll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy. You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance. You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education and experience. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporationsand everything in between. Facts: • Operations focused in an eight-state footprint, • 5,000 team members, • $53.8 billion in assets*, • $123.6 billion in assets under management and administration*, • $9.3 million donated to local nonprofits in 2025, • 56,000 volunteer hours by our employees in 2025, • *At March 31, 2026

We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. The Commercial Banker III is responsible for developing and acquiring new, profitable relationships and maintaining existing ones. This role evaluates, negotiates, and monitors credits to maximize earnings for the bank. Utilizing business development tactics, including Business Development by Design, CRM, and scorecards, this position drives individual activities and production goals. The Commercial Banker III reports to the Commercial Banking Manager or Commercial Banking Team Lead. This role represents the bank in the community, increasing overall awareness of Broadway Bank and projecting a positive image of the bank as a stable, sound, profitable, innovative, and modern financial institution. Focus is placed on top-tier clientele with high profit potential, specifically targeting business clients with revenues in excess of $1MM and borrowing needs in excess of $500M. A strong understanding of the bank's credit policy and expertise in financial statement analysis is essential. This role utilizes overall financial and business acumen to provide sound, comprehensive solutions to clients and centers of influence. Additionally, the role seeks opportunities to develop expertise in core banking products while maintaining an excellent team of referral partners across various lines of business. • Delivers strong revenue and profit growth within the Commercial Banking line of business through the acquisition of new relationships and the expansion of existing relationships in the form of new loans, deposits, treasury services, and other approved bank products., • Follows all lending policies, procedures, and applicable laws to ensure the efficient and effective operation of the commercial loan function., • Initiates and cultivates new loan relationships through Business Development by Design & CRM, including calls, visits, and community involvement., • Analyzes, approves or refers commercial loans by interviewing applicants to develop financial and credit information, define banking needs, assess management abilities, analyze financial strength, and determine risk., • Ensures complete analysis of all financial, industry, and management information. Evaluates and structures credit terms in accordance with lending policies., • Prepares, presents, and recommends loan requests to the appropriate loan approval process., • Ensures proper loan documentation is prepared and reviewed., • Maintains periodic contact with customers to determine banking needs, financial trends, changes in the organization or industry, and general goodwill., • Cross-sells new and existing products and services to customers., • Evaluates and structures credit requests in accordance with lending policies., • Examines and determines appropriate actions for overdrafts, past due payments, collateral, and credit exceptions., • Seeks out membership in high-profile, community-minded organizations and actively participates in the bank's marketing programs, community projects, and other organizations., • Attends Senior Officers' Loan Committee Meeting as a non-voting member, Directors' Loan Committee, and other necessary meetings., • Engages in managing and monitoring nonperforming loans to reduce the potential losses., • Establishes and/or maintains primary contact relationships with targeted customers to maximize the lifetime value of these key relationships., • Provides a full range of financial/banking services to customers with the assistance of appropriate partners throughout the organization., • Builds loyalty and drives profitable revenue growth by applying key customer relationship management principles., • Assumes additional responsibilities as directed., • This position may require travel within the Bank's geographic area., • 7+ years of commercial lending experience., • Demonstrated business development and relationship management skills., • 4-year college degree from an accredited university., • Formal Credit Analysis training., • Demonstrated technical, organizational, and problem-solving skills., • Demonstrated credit analysis and underwriting skills., • Knowledge of financial services, operational procedures and compliance., • Strong business development skills., • Proven ability to manage and grow a portfolio of high-value clients., • Ability to work effectively with a team of referral partners across various lines of business., • Proficiency in financial statement analysis., • Strong understanding of banking products and services., • Leadership and team-building skills., • PC proficiency with Microsoft Office (Word, Excel, PowerPoint) and knowledge of a CRM platform., • Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday., • Occasional overtime or extended hours may be required., • Career Development and Mentorship Programs, • Generous paid time off, minimum 4 weeks, • Employee recognition, awards, and events, • Free vision insurance, • Retirement matching, • Tuition reimbursement

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities • Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed, • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses, • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects, • Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships, • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions, • Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities, • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience, • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate, • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments, • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills • Bachelor's degree in Finance or related field, or equivalent work experience, • Minimum of 3 years' managing clients >$10+MM revenue, • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint, • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bancorporation is accepting applications for our Asset Based Lending Portfolio Manager located in either Salt Lake City, Houston, or Dallas. Our team partners with clients to deliver customized credit solutions that support growth while mitigating risk. This role offers the opportunity to play a key part in supporting ABL operations within a collaborative, client-focused environment. Ideal candidates will have the skills and experience necessary to: • Support the lending unit in legal documentation, closing, analyzing financial data, and managing both new and existing complex Asset-Based loans. Includes some underwriting responsibilities, particularly on existing portfolio., • Responsibility for reporting on the credit quality of a loan portfolio., • Establishing scope of work, ordering, reviewing of field exams., • Prepare Credit Administration documentation, including the submission and presentation of underwriting memo for approval., • Accountable for loan documentation, borrowing-base calculation, loan closing process, and internal on-boarding of new customers., • Responsible to analyze, and document the financial performance of borrowers. Monitor compliance with financial and loan covenants., • Manage troubled loans and workout situations., • Required to build and maintain customer relationships with high satisfaction., • Provide advice and counsel to clients regarding trends and conditions of the business environment, capital markets, and general banking trends., • Manage department projects as needed., • Other duties as assigned. Qualifications: • 2-8+ years in asset-based lending, underwriting, loan structuring, credit and portfolio management, field exam, loan documentation, loan workouts, monitoring collateral and credit performance, economic and industry evaluations, or other directly related experience., • Strong knowledge of accounting and finance., • An equivalent combination of education and experience may meet qualification, • Working knowledge of accepted loan practices with emphasis on asset-based lending, underwriting, security prioritization, legal documentation, credit analysis and portfolio management., • Strong work ethic., • Must have solid interpersonal skills., • Strong knowledge of software applications, including word processing, spreadsheets and financial modeling., • Requires a bachelor's degree in accounting, finance, banking, or a related field Benefits: • Medical, Dental and Vision Insurance - START DAY ONE!, • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance, • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts, • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays, • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience, • Mental health benefits including coaching and therapy sessions, • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, • Employee Ambassador preferred banking products

Back Senior Personal Banker #402-28935 Irving, Texas, United States Apply X Facebook LinkedIn Email Copy Location FCB Irving Beltline Kroger Location Address 3612 N. Beltline Rd. Ste.100 Position Type Part Time - 20 hours per week Requirements * At least 18 years of age • High school diploma, high school equivalency or currently attending high school, • Six months of accountable cash handling/transaction management in a retail or customer service environment, • Successful completion of the FNBT Step Program for internal employees, • Must be able to get along with co-workers and work effectively in a team environment., • Must be able to work a flexible schedule including evenings, weekends, and holidays., • Must successfully pass background investigation according to company policy Job Description * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment., • Follow the established policies in accordance with the bank and the supervisor s direction, • Evaluate customer relationships, new and existing account holders, to offer bank products and services, • Accountable for the personal achievement of monthly new account production as assigned by upper management, • Participate in an active sales environment that may require in-store aisle prospecting, • Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations, • Receive cash and checks for deposit, verify amounts, and look for check endorsements, • Examine cash carefully to guard against acceptance of counterfeit checks and identification, • Enter transactions into computer and issue customer receipts, • Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit, • Process western union wires and cash advances, • Cross-sell bank services and products, • Provide bank services to a diverse customer base, including a large Spanish speaking population, • Regular and predictable attendance and punctuality, • Perform other tasks requested by supervisors as they relate to the bank and its functions, • Approval limits will be based upon established authority levels Environmental and Physical Requirements: • Required to stand or walk for extended periods of time dependent upon branch location, • Ability to work in a high volume, stressful and noisy environment, • Schedules are prepared based on business need and subject to change at any time., • Operate a computer and other office machinery, • Ability to lift up to 50 lbs FNBT is an equal opportunity employer.

Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities • Shares the value of Chase Private Client with clients that may be eligible, • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs, • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week, • Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships, • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation, • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role, • Compliance with Dodd Frank/Truth in Lending Act*, • High school degree, GED, or foreign equivalent, • Adherence to policies, procedures, and regulatory banking requirements, • Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills • Excellent communication skills, • College degree or military equivalent, • Experience cultivating relationships with affluent clients, • Strong team orientation with a commitment of long-term career with the firm 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 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: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills • Six plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Mid Cap Investment Banking team for Media & Communications. Job Summary As a Vice President in the Mid Cap Investment Banking team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities • Acting as the primary day-to-day client point of contact and lead banker on deals, • Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward, • Refining marketing/execution materials for maximum client impact, • Overseeing the creation of financial projection models, • Identifying and managing all risks in a given deal, • Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties), • Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills • Prior work experience in an investment banking front office role., • Experience in training junior bankers, • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity, • Very strong quantitative and analytical skills (including Excel modelling and valuation work), • Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions, • Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team, • Ability to comfortably interact with clients in a professional and mature manner, • Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Mid Cap Investment Banking team for Media & Communications. Job Summary As a Vice President in the Mid Cap Investment Banking team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities • Acting as the primary day-to-day client point of contact and lead banker on deals, • Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward, • Refining marketing/execution materials for maximum client impact, • Overseeing the creation of financial projection models, • Identifying and managing all risks in a given deal, • Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties), • Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills • Prior work experience in an investment banking front office role., • Experience in training junior bankers, • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity, • Very strong quantitative and analytical skills (including Excel modelling and valuation work), • Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions, • Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team, • Ability to comfortably interact with clients in a professional and mature manner, • Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products. As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationship

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) is a center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. About this role: Wells Fargo's Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs. This role manages the end-to-end delivery of the full custom loan product suite including specialized and bespoke lending structures while applying strong credit expertise, strategic thinking, and exceptional relationship management and consultative sales skills. The Custom Credit Banker partners closely with the Customer Relationship Group (CRG) to assess client needs, develop customized credit strategies, negotiate and close lending opportunities, and deliver compelling presentations to prospects, centers of influence, and internal partners. The role drives proactive outreach across CRG, senior Custom Credit team members, non-wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client-focused lending strategies. In this role, you will: • Actively market custom lending solutions across the Wells Fargo Platform, • Partner with Financial Advisors to deliver Custom Lending solutions to high net worth clients, • Structure credit opportunities and negotiate deal terms directly with clients, • Present to deals to Independent Risk Management, along with underwriting teams, for final approval, • Assist with recruiting of new Financial Advisors including reviewing credit opportunities within their book of work, • Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions, • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area Required Qualifications: • 7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: • Proven success in custom credit origination and complex loan structuring for HNW/UHNW clients., • Strong credit acumen with demonstrated ability to design bespoke lending solutions., • Private Banking, Corporate Banking or Commercial Banking experience, • Excellent sales and relationship management skills, • Strong credit risk experience, • Knowledge of traditional banking products, • FINRA registration including Series 7 and 66 (or FINRA recognized equivalents), • A Master's degree or higher Job Expectations: • US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required, • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Pay Range $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursement