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Investment banker Jobs in Carlsbad, CA

Last updated: 1 day ago
Personal Banker Roving North San Diego

Personal Banker Roving North San Diego

WELLS FARGO BANKCARLSBAD, California, United States of America
$20.00–$27.69 hourly
Full-time
Are you looking for more? Find it here.At Wells Fargo, we believe that a meaningful career is much more than just a job.It's about finding all of the elements that help you thrive, in one place.Liv...Show moreLast updated: 5 days ago
  • Promoted
Human Resources Generalist

Human Resources Generalist

Meketa Investment GroupCarlsbad, CA, United States
$70,000.00–$90,000.00 yearly
Full-time
The Human Resources Generalist assists with the assessment, development, and implementation of organizational programs, policies, and procedures. The HR Generalist role encompasses various HR functi...Show moreLast updated: 8 days ago
  • Promoted
Vista - Universal Banker

Vista - Universal Banker

Ignite Human CapitalVista, CA, US
$21.00–$24.00 hourly
Full-time
Amazing opportunity-RARE OPENING at Mission Fed's Beautiful VISTA BRANCH !.Do you have some Teller experience under your belt and looking to take the next step in your financial career? Do you ...Show moreLast updated: 10 days ago
  • Promoted
INVESTMENT BANKING DIRECTOR

INVESTMENT BANKING DIRECTOR

AQ Technology PartnersCA, United States
Full-time
AQ Technology Partners is a software-focused investment bank headquartered in Silicon Valley.We are seeking a Director to join our investment banking team focusing on M&A, growth equity, and strate...Show moreLast updated: 1 day ago
  • Promoted
INVESTMENT DIRECTOR - ALTERNATIVES / PRIVATE EQUITY

INVESTMENT DIRECTOR - ALTERNATIVES / PRIVATE EQUITY

Kaiser PermanenteCA, United States
$197,900.00–$256,080.00 yearly
Full-time
The Investment Director will primarily focus on assisting in the portfolio management and oversight of the private equity program, including manager sourcing, manager selection, diligence, and over...Show moreLast updated: 1 day ago
  • Promoted
DIRECTOR, INVESTMENT COUNSELOR - CITI PRIVATE BANK

DIRECTOR, INVESTMENT COUNSELOR - CITI PRIVATE BANK

Citigroup, Inc.CA, United States
$200,000.00–$300,000.00 yearly
Full-time
The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.Recognized subject matt...Show moreLast updated: 2 days ago
INVESTMENT DIRECTOR, PUBLIC EMPLOYEES' RETIREMENT SYSTEM

INVESTMENT DIRECTOR, PUBLIC EMPLOYEES' RETIREMENT SYSTEM

Public Employees Retirement SystemSacramento County, US
$20,062.50–$33,437.50 yearly
Our Private Equity Team is currently seeking an Investment Director (ID) who will be responsible for the partial administration of the Private Equity program and will work with and / or coordinate th...Show moreLast updated: 30+ days ago
Private Client Banker -Vista Branch - Vista, CA

Private Client Banker -Vista Branch - Vista, CA

JPMorgan Chase Bank, N.A.Vista, CA, US
$22.50–$27.88 hourly
Full-time
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 havin...Show moreLast updated: 5 days ago
  • Promoted
PGIM REAL ESTATE - SENIOR INVESTMENT ANALYST, DEBT ORIGINATIONS (LOS ANGELES, CA)

PGIM REAL ESTATE - SENIOR INVESTMENT ANALYST, DEBT ORIGINATIONS (LOS ANGELES, CA)

PGIMCA, United States
Part-time
Investment Management - Investments.A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE.As the Global Asset Management business of Prudential, we're always looking for ways to improve financial servic...Show moreLast updated: 4 days ago
  • Promoted
Regional Personal Care Director - Independent Living

Regional Personal Care Director - Independent Living

CommonSail Investment GroupCA, United States
Current job opportunities are posted here as they become available.Subscribe to our RSS feeds to receive instant updates as new positions become available. Regional Personal Care Director - Independ...Show moreLast updated: 15 days ago
Investment Real Estate – Acquisition Agent (Licensed)

Investment Real Estate – Acquisition Agent (Licensed)

New WesternOrange County, CA
$160,000.00 yearly
Are you a motivated professional with 2+ years in residential real estate? Can you spot potential in homes needing a little TLC? Are you familiar with or eager to learn ARV, BRRRR, and Wholesaling?...Show moreLast updated: 30+ days ago
  • Promoted
FVP, CAPITAL MARKETS VALUATIONS AND INVESTMENT ANALYSIS

FVP, CAPITAL MARKETS VALUATIONS AND INVESTMENT ANALYSIS

PennymacCA, United States
$110,000.00–$170,000.00 yearly
Full-time
Pennymac is (NYSE : PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.At Pennymac, our people a...Show moreLast updated: 1 day ago
Relationship Banker - Carlsbad Village Branch - Carlsbad, CA

Relationship Banker - Carlsbad Village Branch - Carlsbad, CA

JPMorgan Chase & Co.Carlsbad, CA, United States
Full-time
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.You are energetic and enthusiastic as the face of Chase to our retail branch customer...Show moreLast updated: 30+ days ago
Investment Director

Investment Director

Australian Trade and Investment CommissionCA
$135,000.00 yearly
Classification : Austrade Overseas Performance Level B (AOPL B).Location : San Francisco, CA, USA.Austrade in The Americas accelerates the growth of exporters, attracts productive foreign investors, ...Show moreLast updated: 30+ days ago
Senior Investment Data Analyst

Senior Investment Data Analyst

F1114 Franklin Templeton Companies, LLCCalifornia Remote Loc,REMUSA
Remote
Full-time
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset man...Show moreLast updated: 30+ days ago
  • Promoted
Senior Banker

Senior Banker

Bank of AmericaVista, CA, United States
$24.00–$30.67 hourly
Full-time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show moreLast updated: 15 days ago
  • Promoted
RETAIL RELATIONSHIP BANKER

RETAIL RELATIONSHIP BANKER

BMO FinancialCA, United States
$41,715.00–$67,000.00 yearly
Part-time
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Show moreLast updated: 1 day ago
Personal Banker Roving North San Diego

Personal Banker Roving North San Diego

WELLS FARGO BANKCARLSBAD, California, United States of America
5 days ago
Salary
$20.00–$27.69 hourly
Job type
  • Full-time
Job description

Why Wells Fargo :

Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.

About this role :

Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will :

  • Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
  • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering / negotiating of terms and / or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

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 :

  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud / risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer / leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints
  • Job Expectations :

  • Ability to travel 100% of the time within the district
  • Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
  • Ability to work a schedule that may include most Saturdays
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position is not eligible for Visa sponsorship
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http : / / fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • Posting Location(s) :

  • 1808 Aston Ave CARLSBAD, CA 92008
  • Pay Range :

  • This job profile is eligible for a 10% pay differential.
  • RWF22

    Pay Range

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    20.00 - $27.69

    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
  • Posting End Date : 30 Mar 2025

  • Job posting may come down early due to volume of applicants.
  • We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    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 US : 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.

    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.