Personal Financial Advisors

**About the Role**

Does the art of the deal drive your day-to-day need to succeed? Do you have a way with words that’s matched only by your desire to devour new technology concepts and solutions? Are customer concerns always king in your court?

If your answer to all these questions is a resounding ‘YES’, Canon USA, a leader in print technology, solutions, and services, wants you to take our call. We’re in need of a Senior Account Executive, Workplace Technologies & Services (WTS), who can immediately impact the selling of Canon’s world-class hardware and software technology-based solutions to a dedicated marketplace while solving key business challenges to promote the Future of Work.

Enjoy a competitive benefits package, continuous training and education advantages, and an active account base to advance your career. You can also take advantage of a car allowance and merit-based sales achievement trips to exotic locations.

So, if you’re a pro at picking up on customer needs, highly motivated to identify new opportunities and capitalize on them, and looking to sow the seeds of your long-term sales career with an industry leader in technology and digital transformation, this position has your name on it. Apply today!

This role requires you to live within a reasonable commuting distance to Scottsdale AZ so that you can adequately execute your job responsibilities.

**Your Impact**

- Master the core capabilities of innovative products, solutions, and technologies from Canon USA and our third-party providers and promote those benefits to current and prospective customers to effectively drive sales results and consistently achieve individual and team revenue goals. This can include a variety of technological advancements—from enhancing cybersecurity and cloud data functionality to driving backfile conversion and managed print, IT, and automation services.

- Proficiently learn and utilize the Salesforce CRM platform to manage client and prospect accounts.

- Actively contact an assigned account base via direct calls, Canon USA’s customized email campaigns, and social media platforms to develop sales opportunities and establish engagement.

- Relentlessly conduct in-person discovery meetings, presentations, and demonstrations, while leading strategic conversations with business owners, executives, and other stakeholders to identify customer requirements, competitive trends, and business challenges/organizational needs.

- Focus on an optimal customer experience throughout the sales process by developing strategic plans to address both the short-term and long-term requirements of the customer to help generate new revenue streams.

- Leverage a team of technology subject matter experts to enrich knowledge base, facilitate sales wins, and achieve customer goals and success through active collaboration efforts.

- Develop and nurture high-level relationships within a comprehensive customer base to enhance long-term viability and greater account penetration. As a Canon USA sales professional, you’ll have access to a series of helpful tools to support your success, including: ZoomInfo (an extensive B2B contact database), internal solutions sales process materials, ROI assessment tools to showcase the monetary benefits of technology investments, special market-specific pricing opportunities, customer-facing case studies, a business development team to help nurture prospective customers, and much more.

**About You: The Skills & Expertise You Bring**

- Hold a bachelor’s degree in a relevant field or equivalent experience (preferred), plus three years of business-to-business sales or customer-facing experience.

- Possess an unwavering passion, aptitude, and interest to learn a variety of new technology and services in a rapidly evolving industry.

- Sport a successful track record of persuading others to pursue innovative ideas.

- Command strong communication skills centered around a desire to build solid working relationships.

- Embrace the ability to effectively work independently and manage time precisely.

- Capable and willing to travel occasionally within the local market (valid driver's license and acceptable driving record necessary).

We are providing the anticipated base salary range for this role: $50,000 - $63,160 annually.

This role is eligible for commission under the terms of an applicable plan.

This role is eligible for a transportation allowance.

**Company Overview**

About our Company -Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $29.4 billion in global revenue, its parent company, Canon Inc. as of 2023 has ranked in the top-five overall in U.S. patents granted for 38 consecutive years†. Canon U.S.A. is dedicated to its _Kyosei_ philosophy of social and environmental responsibility. To learn more about Canon, visit us atand connect with us on LinkedIn at.

**Who We Are**

_Where Talent Fosters Innovation._

Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation.

**What We Offer**

You’ll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits.

**And Even More Perks!**

-Employee referral bonus

-Employee discounts

-“Dress for Your Day” attire program (casual is welcome, based on your job function)

-Volunteer opportunities to give back to our local community

-Swag! A Canon welcome kit and official merch you can’t get anywhere else

†Based on weekly patent counts issued by United States Patent and Trademark Office.

All referenced product names, and other marks, are trademarks of their respective owners.

Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at

We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.

You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

If you are not reviewing this job posting on our Careers’ sitehttps://www.usa.canon.com/about-us/life-at-canon ( https://www.usa.canon.com/about-us/life-at-canon) , we cannot guarantee the validity of this posting. For a list of our current postings, please visit us athttps://www.usa.canon.com/about-us/life-at-canon ( https://www.usa.canon.com/about-us/life-at-canon) .

\#CUSA

**Workstyle Description**

Sales - This position is full-time and offers a hybrid work schedule requiring you to report to your local office as directed by management, and to be available to customers in-person or remotely (as dictated by customer needs), and provides the option to work from home on other business days (except to the extent business needs dictate otherwise). Note that work schedules and office reporting requirements may change from time to time based on business needs as determined by the Company.

**Posting Tags**

\#PM19 #LI-FL1

**Location** _US-AZ-Scottsdale_

**Company** _Canon U.S.A., Inc._

**Requisition ID** _33312_ **Category** _Sales/Business Development_ **Position Type** _Full-Time_ **Workstyle** _Sales_

Canon is proud to be an equal opportunity/affirmative action employer. Minority/Female/Individuals with Disabilities/Veteran. We value the diversity of our workforce and knowledge of our people. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identification, national origin, disability, genetic information or protected veteran status, or any other characteristic protected by law. Click on the following links to learn more "EEO is the Law" poster, "EEO is the Law" poster supplement, NLRA "Employee Rights" poster and Canon’s Pay Transparency Statement.

Canon is committed to providing reasonable accommodations to qualified individuals with disabilities. If you require a reasonable accommodation in order to complete an employment application, or during the application process, please e-mail us at accommodationrequest@cusa.canon.com.

**About the Role**

Responsible for selling Canon's hardware and software technology-based solutions to printers, graphic houses, and fulfillment companies within an assigned account list.

This role requires you to live within a reasonable commuting distance to the local office so that you can adequately execute your job responsibilities.

**Your Impact**

- Develops strategies to penetrate accounts with the key decision makers within assigned account list. The focus is on placing Canon equipment and solutions in new accounts.

- Reports customer activity to management identifying: customer requirements, competitive trends, and changing environments.

- Develops strategic plans to address customer's requirements on a local basis. Strategy should include short term as well as long-term goals.

- Provides marketing, technical and administrative support to the named accounts' internal departments to ensure outstanding relations and excellent customer support in all facets of daily activity.

- Develops plans to introduce/place Canon technology, service, software, and 3rd party solutions to address customer requirements.

- Establishes high level relationships with customer base that will enhance long term working partnerships.

- New market share is gained through strategic prospecting and ability to meet customer requirements by utilizing all resources available efficiently.

**About You: The Skills & Expertise You Bring**

Bachelor's degree in a relevant field or equivalent experience required, plus 5 years of related experience.

- Experience in office technology, business to business, outside sales experience.

- Strong communication skills including the desire to build solid working relationships.

- An interest in learning new technology in an evolving industry.

- The ability to work autonomously and excellent time management skills.

- Some travel required within local market, may include overnights (valid driver's license and acceptable driving record necessary).

We are providing the anticipated base salary range for this role: $60,000 - $81,550 annually.

This role is eligible for commission under the terms of an applicable plan.

This role is eligible for a transportation allowance.

**Company Overview**

About our Company -Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $29.4 billion in global revenue, its parent company, Canon Inc. as of 2023 has ranked in the top-five overall in U.S. patents granted for 38 consecutive years†. Canon U.S.A. is dedicated to its _Kyosei_ philosophy of social and environmental responsibility. To learn more about Canon, visit us atand connect with us on LinkedIn at.

**Who We Are**

_Where Talent Fosters Innovation._

Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation.

**What We Offer**

You’ll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits.

**And Even More Perks!**

-Employee referral bonus

-Employee discounts

-“Dress for Your Day” attire program (casual is welcome, based on your job function)

-Volunteer opportunities to give back to our local community

-Swag! A Canon welcome kit and official merch you can’t get anywhere else

†Based on weekly patent counts issued by United States Patent and Trademark Office.

All referenced product names, and other marks, are trademarks of their respective owners.

Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at

We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.

You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

If you are not reviewing this job posting on our Careers’ sitehttps://www.usa.canon.com/about-us/life-at-canon ( https://www.usa.canon.com/about-us/life-at-canon) , we cannot guarantee the validity of this posting. For a list of our current postings, please visit us athttps://www.usa.canon.com/about-us/life-at-canon ( https://www.usa.canon.com/about-us/life-at-canon) .

\#CUSA

**Workstyle Description**

Sales - This position is full-time and offers a hybrid work schedule requiring you to report to your local office as directed by management, and to be available to customers in-person or remotely (as dictated by customer needs), and provides the option to work from home on other business days (except to the extent business needs dictate otherwise). Note that work schedules and office reporting requirements may change from time to time based on business needs as determined by the Company.

**Posting Tags**

\#PM19 #LI-FL1

**Location** _US-CO-Centennial | US-AZ-Scottsdale | US-UT-Salt Lake City | US-NV-Las Vegas_

**Company** _Canon U.S.A., Inc._

**Requisition ID** _33351_ **Category** _Sales/Business Development_ **Position Type** _Full-Time_ **Workstyle** _Sales_

Canon is proud to be an equal opportunity/affirmative action employer. Minority/Female/Individuals with Disabilities/Veteran. We value the diversity of our workforce and knowledge of our people. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identification, national origin, disability, genetic information or protected veteran status, or any other characteristic protected by law. Click on the following links to learn more "EEO is the Law" poster, "EEO is the Law" poster supplement, NLRA "Employee Rights" poster and Canon’s Pay Transparency Statement.

Canon is committed to providing reasonable accommodations to qualified individuals with disabilities. If you require a reasonable accommodation in order to complete an employment application, or during the application process, please e-mail us at accommodationrequest@cusa.canon.com.

**About the Role**

Are you seeking a new opportunity to work for one of the world’s most admired companies? Canon USA is looking for a driven and strategic **Account Executive** to support and expand our independent dealer network across key Western U.S. markets. This role blends **channel management, consultative sales, and relationship development** to accelerate Canon’s growth across hardware, software, and service offerings.

As the face of Canon to your assigned dealers, you’ll collaborate with dealer principals, sales reps, and end-user customers to drive Canon visibility, promote key programs, and ensure alignment on shared revenue goals for **digital imaging office products in the Western United States Region** .

This position requires the ability to travel up to 75% (average 4 days per week). This is a home-based position located in the **Northwest Region** .

**Your Impact**

- Manage and grow revenue within an assigned portfolio of independent Canon dealers

- Conduct frequent in-field visits (3–4 days per week) to strengthen relationships and drive sales activity

- Lead joint sales efforts on large deals and major account opportunities; participate in end-user sales calls

- Deliver strategic quarterly business strategy meetings (QBRs) with top dealers, providing performance insights and growth planning

- Promote and support Canon’s full portfolio:

- Hardware: imageFORCE, imageRUNNER ADVANCE, Production, Large Format, imageCLASS, Printers, Scanners

- Software: uniFLOW, Therefore, PRISMA

- Programs: Canon Financial Services, CSMP, Canon Academy Training

- Collaborate cross-functionally with Solutions Analysts, LFS Specialists, and Marketing to maximize territory performance

- Identify and engage with potential new dealers to expand Canon's footprint

- Provide market intel, competitive insights, and dealer feedback to internal stakeholders

You’ll Thrive in This Role If You Are…

- A highly organized, self-motivated go-getter who enjoys working independently and collaboratively

- Energetic and outgoing—someone who builds trust quickly with partners and internal teams

- Passionate about selling and able to pivot from product to solution to program when needed

- Comfortable juggling multiple priorities in a fast-paced, quota-driven environment

- Always looking for ways to add value—before being asked

**About You: The Skills & Expertise You Bring**

- Bachelor degree in a relevant field or equivalent experience required, plus 3-5 years of related experience. Sales/sales support experience in the copier industry (or) sales professional experience in a similar technical field required

- Knowledge of, or ability to learn, technical product and workflow knowledge to assist the Dealer Sales Channel and End User Customers with detailed analysis and recommended Canon hardware and software solutions.

- Travel: Expected travel is 3–4 business days, 2–3 times per month, with a minimum of three dealer visits per week.

- Preferred: Candidate resides in the Northwestern States Region (e.g., Washington, Oregon, Idaho)

- Proven track record of exceeding quota and driving growth in complex sales environments

- Strong presentation and relationship-building skills with the ability to influence dealer and customer decision-makers

- Comfortable engaging with C-level executives at both dealers and end-user accounts, presenting Sales Strategies, ROI Discussions and Technical Workflow analysis.

- Must be able to accommodate up to 75% overnight travel.

- System Integration/Distribution sales experience preferred

- Experience utilizing a CRM system. Salesforce.com preferred

- This position requires driving for company business as an essential function of the job and must remain in compliance with company safety guidelines and policies.

In accordance with applicable law, we are providing the anticipated base salary for this: $69,300 - $103,770 annually

In accordance with applicable law, we are providing the anticipated base salary for this role if filled in Washington: $78,000 - $103,770 annually

This role is eligible for commissions under the terms of an applicable plan.

**Company Overview**

About our Company -Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $29.4 billion in global revenue, its parent company, Canon Inc. as of 2023 has ranked in the top-five overall in U.S. patents granted for 38 consecutive years†. Canon U.S.A. is dedicated to its _Kyosei_ philosophy of social and environmental responsibility. To learn more about Canon, visit us atand connect with us on LinkedIn at.

**Who We Are**

_Where Talent Fosters Innovation._

Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation.

**What We Offer**

You’ll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits.

**And Even More Perks!**

-Employee referral bonus

-Employee discounts

-“Dress for Your Day” attire program (casual is welcome, based on your job function)

-Volunteer opportunities to give back to our local community

-Swag! A Canon welcome kit and official merch you can’t get anywhere else

†Based on weekly patent counts issued by United States Patent and Trademark Office.

All referenced product names, and other marks, are trademarks of their respective owners.

Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at

We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.

You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

If you are not reviewing this job posting on our Careers’ sitehttps://www.usa.canon.com/about-us/life-at-canon ( https://www.usa.canon.com/about-us/life-at-canon) , we cannot guarantee the validity of this posting. For a list of our current postings, please visit us athttps://www.usa.canon.com/about-us/life-at-canon ( https://www.usa.canon.com/about-us/life-at-canon) .

\#CUSA

**Workstyle Description**

Virtual - This position is considered virtual. The office will be open 5 days a week; however, you will not be required to report to the office unless there is a specific business need. Note that work schedules and office reporting requirements may change from time to time based on business needs.

**Posting Tags**

\#PM19 #LI-NF1 #LI-Remote

**Location** _US-WA-Seattle | US-OR-Portland | US-ID-Boise | US-AZ-Phoenix | US-CO-Denver | US-UT-Salt Lake City,_

**Company** _Canon U.S.A., Inc._

**Requisition ID** _33354_ **Category** _Sales/Business Development_ **Position Type** _Full-Time_ **Workstyle** _Virtual_

Canon is proud to be an equal opportunity/affirmative action employer. Minority/Female/Individuals with Disabilities/Veteran. We value the diversity of our workforce and knowledge of our people. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identification, national origin, disability, genetic information or protected veteran status, or any other characteristic protected by law. Click on the following links to learn more "EEO is the Law" poster, "EEO is the Law" poster supplement, NLRA "Employee Rights" poster and Canon’s Pay Transparency Statement.

Canon is committed to providing reasonable accommodations to qualified individuals with disabilities. If you require a reasonable accommodation in order to complete an employment application, or during the application process, please e-mail us at accommodationrequest@cusa.canon.com.

**Before you apply to a job, select your language preference from the options available at the top right of this page.**

Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow—people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.

**Job Description:**

**Job Summary**

This position develops and manages a portfolio of customers in business-to-business (B2B) and business-to-consumer (B2C) within a specific geographical area.

**Responsibilities:**

Searches and develops potential clients to meet monthly and annual sales targets.

Makes contact by telephone or email to obtain the initial information about the potential customer and then sets up in person appointments.

Explores customer needs and presents UPS services.

Negotiates and prepares a comprehensive logistics solution for the customer.

Focuses on retaining and penetrating active clients in portfolio.

Completes maintenance, problem resolution, and sales management of client portfolio.

Monitors sales through the drafting and updating of reports and internal systems.

**Qualifications:**

Bachelor's degree or International equivalent - Required

Meets local age and operations requirements to operate a vehicle

Communication skills

Willing to travel

Microsoft Office skills

Availability to work flexible hours and provides own vehicle for business

**Employee Type:**

Permanent

UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.

**Other Criteria:**

UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

**Basic Qualifications:**

Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer.

**Before you apply to a job, select your language preference from the options available at the top right of this page.**

Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow—people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.

**Job Description:**

**Job Summary**

This position develops and manages a portfolio of customers in business-to-business (B2B) and business-to-consumer (B2C) within a specific geographical area.

**Responsibilities:**

Searches and develops potential clients to meet monthly and annual sales targets.

Makes contact by telephone or email to obtain the initial information about the potential customer and then sets up in person appointments.

Explores customer needs and presents UPS services.

Negotiates and prepares a comprehensive logistics solution for the customer.

Focuses on retaining and penetrating active clients in portfolio.

Completes maintenance, problem resolution, and sales management of client portfolio.

Monitors sales through the drafting and updating of reports and internal systems.

**Qualifications:**

Bachelor's degree or International equivalent - Required

Meets local age and operations requirements to operate a vehicle

Communication skills

Willing to travel

Microsoft Office skills

Availability to work flexible hours and provides own vehicle for business

**Employee Type:**

Permanent

UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.

**Other Criteria:**

UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

**Basic Qualifications:**

Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer.

**About this role:**

Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager within our Auto Group for clients with annual revenue of $100MM to $2B supporting the West market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)

**In this role, you will:**

+ Lead complex initiatives including those that are cross functional, with broad impact, and act as a key participant in overseeing lending activities for a wholesale banking business and geographic market

+ Review and research complex multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors

+ Make decisions in complex and multifaceted situations requiring understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives

+ Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals

+ Lead projects and teams or serve as a peer mentor

**Required Qualifications:**

+ 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ 4+ years of commercial auto underwriting and franchised auto dealership finance industry experience

+ Experience with complex credit, underwriting, and debt structure within the for clients with annual revenue of $100MM to $2B

+ Completion of a formal credit training program

+ Comprehensive knowledge and understanding of core banking products and services such as, commercial lending and treasury management

+ Experience developing and maintaining external and internal partnerships

+ Experience in swiftly adopting and executing change management to enable business growth

+ Experience identifying and mitigating risk, ensuring compliance with processes and procedures

+ Excellent verbal, written, and interpersonal communication skills

+ Bachelor’s degree in accounting, finance, or business

**Job Expectations:**

+ This position is not eligible for Visa sponsorship

+ This position offers a hybrid work schedule

+ Specific compliance policies may apply regarding outside activities 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

+ Ability to travel up to 5% of the time

\#commercialbanking

**Location:**

+ 4141 Inland Empire Blvd., Ontario, CA

+ 1150 W Washington St., Tempe, AZ

**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.

$119,000.00 - $206,000.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:**

31 Jul 2025

***** **_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.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

**Req Number:** R-474540

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

+ Provides personal financial counseling and management services directly to service members and their families.

+ Assists service members in establishing a spending plan for extended absences.

+ Develops and makes available informational financial materials to service members and families.

+ Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

+ Responds to requests for age-appropriate classes or seminars.

+ Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

+ Manages duty to warn situations according to Department of Defense (DoD) protocol.

+ Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

+ Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

+ All other duties as assigned.

Other Job Requirements

Responsibilities

Bachelor's degree required.

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.

May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.

3+ years of financial counseling experience.

Must be a U.S. citizen and speak fluent English.

If required by the contract, must be bilingual in English and Spanish.

Be able to obtain a favorably adjudicated Tier 2 investigation.

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor, PFC - Davis - Monthan AFB

Grade

23

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other

License and Certifications - Preferred

Salary Range

Salary Minimum:

$53,125

Salary Maximum:

$84,995

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion

As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information:**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

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

**Calling all innovators – find your future at Fiserv.**

We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

**Job Title**

Account Executive - Digital Banking

**What does a successful Digital Banking Account Executive do?**

As a Digital Banking Account Executive at Fiserv, you will play a pivotal role in managing digital channels and electronic payments relationships with clients across North America. You will act as an advocate and ambassador for financial institutions using Fiserv’s best-of-breed solutions to better serve their consumers. You will be committed to exceeding performance results for both the clients and Fiserv, contributing to a high-performing team and showcasing reference ability, retention through renewals, and growth in product adoption and usage.

**What you will do:**

+ Manage a regular meeting cadence with each client in your territory, both onsite and remotely.

+ Educate clients on Fiserv happenings and our impact on their organization.

+ Create an easy environment for clients to interact and communicate with you and Fiserv.

+ Advocate and lead cooperation/collaboration with other Fiserv business units to realize revenue growth, client value and satisfaction.

+ Facilitate client operational escalations to resolution and monitor escalated support tickets, client enhancement requests, and major Professional Services projects.

+ Coordinate team education on Digital Channels and Electronic Payments products as needed.

+ Develop and manage Client Action Plans for key clients, cultivate and maintain Client References, and serve as the point of contact for engaging on client satisfaction issues.

+ Support client visits and conferences, and ensure billing accuracy.

+ 50 percent travel is required

**What you will need to have:**

+ 2+ years of experience in client relationship management, service delivery, and/or sales to C-Level executives.

+ 2+ years of experience in electronic banking, mobile banking, and/or payments.

+ Bachelor’s degree in business or other applicable discipline, and/or equivalent military experience.

+ Strong professional communication skills, including verbal, written, and presentation.

+ Proven ability to interact and influence at executive levels.

+ Exceptional time management skills, ability to manage multiple projects and responsibilities concurrently.

+ Strong working knowledge of Excel and PowerPoint, including the ability to create compelling presentation content.

**What would be great to have:**

+ Working knowledge of Fiserv account processing products, online banking products and business units.

+ Experience with Fiserv systems or application.

+ Additional certifications in banking or financial technology fields.

**Perks at Work:**

+ We’re #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one.

+ Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP.

+ Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan.

+ Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards.

+ Prioritize your health with a variety of medical, dental, vision, life and disability insurance options and a range of well-being resources through our Fuel Your Life program.

+ Advance your career with training, development, certification, and internal mobility opportunities.

+ Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers.

**Salary Range:**

$59,500.00-$93,100.00

These pay ranges apply to employees in Maryland. Pay ranges for employees in other states may differ. Certain Positions are Commissions eligible.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

Thank you for considering employment with Fiserv. Please:

+ Apply using your legal name

+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

**Our commitment to Equal Opportunity:**

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.

**Note to agencies:**

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

**Warning about fake job posts:**

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

**Calling all innovators – find your future at Fiserv.**

We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

**Job Title**

Account Executive - Digital Banking

**What does a successful Digital Banking Account Executive do?**

As a Digital Banking Account Executive at Fiserv, you will play a pivotal role in managing digital channels and electronic payments relationships with clients across North America. You will act as an advocate and ambassador for financial institutions using Fiserv’s best-of-breed solutions to better serve their consumers. You will be committed to exceeding performance results for both the clients and Fiserv, contributing to a high-performing team and showcasing reference ability, retention through renewals, and growth in product adoption and usage.

**What you will do:**

+ Manage a regular meeting cadence with each client in your territory, both onsite and remotely.

+ Educate clients on Fiserv happenings and our impact on their organization.

+ Create an easy environment for clients to interact and communicate with you and Fiserv.

+ Advocate and lead cooperation/collaboration with other Fiserv business units to realize revenue growth, client value and satisfaction.

+ Facilitate client operational escalations to resolution and monitor escalated support tickets, client enhancement requests, and major Professional Services projects.

+ Coordinate team education on Digital Channels and Electronic Payments products as needed.

+ Develop and manage Client Action Plans for key clients, cultivate and maintain Client References, and serve as the point of contact for engaging on client satisfaction issues.

+ Support client visits and conferences, and ensure billing accuracy.

+ 50 percent travel is required

**What you will need to have:**

+ 2+ years of experience in client relationship management, service delivery, and/or sales to C-Level executives.

+ 2+ years of experience in electronic banking, mobile banking, and/or payments.

+ Bachelor’s degree in business or other applicable discipline, and/or equivalent military experience.

+ Strong professional communication skills, including verbal, written, and presentation.

+ Proven ability to interact and influence at executive levels.

+ Exceptional time management skills, ability to manage multiple projects and responsibilities concurrently.

+ Strong working knowledge of Excel and PowerPoint, including the ability to create compelling presentation content.

**What would be great to have:**

+ Working knowledge of Fiserv account processing products, online banking products and business units.

+ Experience with Fiserv systems or application.

+ Additional certifications in banking or financial technology fields.

**Perks at Work:**

+ We’re #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one.

+ Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP.

+ Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan.

+ Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards.

+ Prioritize your health with a variety of medical, dental, vision, life and disability insurance options and a range of well-being resources through our Fuel Your Life program.

+ Advance your career with training, development, certification, and internal mobility opportunities.

+ Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers.

**Salary Range**

$59,500.00 - $126,600.00

These pay ranges apply to employees in Colorado, Hawaii, Massachusetts, Nevada, Rhode Island and Washington. Pay ranges for employees in other states may differ.

For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

Thank you for considering employment with Fiserv. Please:

+ Apply using your legal name

+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

**Our commitment to Equal Opportunity:**

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.

**Note to agencies:**

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

**Warning about fake job posts:**

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.