financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Major Duties Responsible for developing new relationships and existing relationships. Identifies prospects and develops the marketing strategy for specific clients. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment
and fiduciary. Applies knowledge of credit policy, banking products as well as risk management in serving clients. Responsible for “cold calling” on prospects with the ability to self-source new relationships.
Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management. Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement. Advises and consults with clients as it relates to Goals Driven
Wealth Management Generates leads through well established relationships with COI’s and cultivates a network of additional COI’s.
Carries out activities that are large in scope, cross-functional and technically difficult. Role is balanced between high level operational execution and development and execution of strategic direction of business function activities. Responsible for direct interaction with different committees and/or management Strategic in developing, implementing, and administering programs within functional areas. Solves complex problems. Knowledge Advanced knowledge of the banking industry, competition, and financing, usually acquired through formal education and experience is required.
Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities. Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network. Excellent oral and written communication skills are required. Highly flexible and adaptable to change. Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines. Qualifications 3 - 5 years’ experience in financial analysis and commercial credit required Business Development experience May lead small projects with manageable risks and resource requirements.
Salary Range: $130,000 - $180,000. Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits. Working With Us As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #Made For Greater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at xyz X@. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
of practice, and following medication management per policy. Duties also include assisting with ADL's, taking of patients' vital signs, and recording results on patients' charts Responsibilities Administers patient medications, including basic IV management, within scope of practice, and participates in treatments and procedures in a safe, effective, and age-appropriate manner.
Recognizes changes in patient conditions, taking appropriate action and documenting intervention. Uses knowledge of aseptic techniques in performance of treatments, such as sterile dressing, irrigation, and catheterization. Effectively collaborates with the health care team to intervene, and advocate for the safety
of the patient, as necessary. Assists patient with hygiene, elimination, routine skin care, comfort measures and other Activities of Daily Living (ADL), in consideration of patient age, gender, culture and stated preferences, maintaining patient privacy and respect at all times.
Maintains a clean & safe environment. Ensures Infection Control procedures and HIPAA compliance. Performs assigned nursing duties for the safety, comfort and well-being of patients. Accurately measures and records vital signs. Assists with patient care activities including specimen collection, turning and positioning, and patient transportation. Documents all activities as required. Empathizes with patient, expresses
compassion and understanding for the situation and demonstrates care which is appropriate for the age, and cultural, religious, or ethnic background.
Actively engages in caring behaviors, taking conscious ownership for work and takes deliberate/thoughtful actions regarding how to best carry out relationships with the patient, patients' support system and healthcare team. Demonstrates appropriate use of independent judgement and decision making. Participates in planning, implementing and evaluating patient care, under the direct supervision of an RN/Physician. Participates in the development of long and short term goals consistent with treatment plans, standards of practice, and the plan of care.
Consistently ensures nursing practice is within scope of licensure and compliant with hospital wide standards of nursing care. Qualifications Minimum Education: Graduate of an Accredited School of Vocational Nursing or its equivalent required. Minimum Experience: Six (6) months current experience as a Licensed Vocational Nurse required. Ability to read, write and communicate effectively in English. Ability to work variable shifts including evenings, nights, weekends, and holidays. Ability to maintain flexibility and composure in a constantly changing environment.
Bilingual skills to communicate effectively with patients and families preferred. Req. Certification/Licensure: Active, current, and unencumbered Licensure as a Vocational Nurse in the State of California required. AHA Basic Life Support required. AHA Advanced Cardiac Life Support required. IV Certification required. Hospital Fire and Life Safety Card (Hollywood Only required). AHA Pediatric Advanced Life Support (Foothill Only required). About Us Southern California Hospital at Culver City has been taking care of generations of Culver City and west LA residents. We are a full-service, acute care hospital with a 24/7 emergency department and nationally recognized patient safety.
Now at 420 beds, SCH-CC is a general acute care hospital that utilizes many of the latest medical treatments and technologies. The hospital offers a wide range of inpatient and outpatient acute care services, including an orthopedic center, cardiovascular services, acute rehabilitation, sub-acute care, psychiatric care and chemical dependency programs. Additionally, SCH-CC operates a 24-hour emergency services center, which serves as a paramedic receiving station and is staffed by board-certified emergency physicians and nurse specialists. Union Pay Info: /schccunion-12hr/
Gardens, CA. Job Description: The Casino Banker (Gaming Associate) participates and monitors table action on the casino floor to ensure accuracy, as well as protecting the game for all participants by watching for irregularities. The position also administers the handling of casino chips and pay-outs to winning customers and confirms that all losing bets/wagers are collected properly by the dealer.
Payrate: Non-Experience Casino Banker: $19 - $21/hour Hours: Graveyard shift (shift start time between 6pm -8am) Requirements: Must be at least 21 years of age to apply for this position. Must be able to secure licensing through state (DOJ) and local agencies. Disqualifiers include felony convictions
(no matter how long ago) or a misdemeanor conviction involving dishonesty or moral turpitude within 10 years of application per DOJ regulations. Successfully pass a background check and drug screening.
Successfully pass a basic mathematics backssment which includes questions involving basic arithmetic such as addition, subtraction, division, multiplication, and percentage calculations. What We Offer: Job Type: Full-time Paid Training – Four (4) to six (6) week full-time and will be held at the F2 TPS, LLC Corporate Office in Cypress, CA. Medical/Dental/Vision Company Paid Life Insurance 401K Paid Vacation Paid Sick Leave A $50 one-time dress code stipend. Licensing Fees: Because you will
be working in a casino, registration and licensing fees are mandated by the Department of Justice for a thorough registration and a background check.
Fees are administered by the California Gambling Control Commission for issuance of the state badge and the fee for this process is $164. We offer a defined payment plan to assist with this fee and the licensing process and offer an incentive reimbursement of $164. Paid Live Scan. CALIFORNIA CONSUMER PRIVACY ACT NOTICE TO EMPLOYEESF2 TPS, LLC is providing the following details regarding the categories of personal information that we collect and use about California residents who are F2 TPS, LLC employees, independent contractors, job applicants, owners, directors or officers (and their emergency contacts and recipients of employment benefits) (“Personal Information”).
We supply this information consistent with the California Consumer Privacy Act of 2018 (“CCPA”). Please provide this notice to your emergency contacts and recipients of employment benefits by providing them with the link to this notice. We may collect the following categories of Personal Information: A. Identifiers, such as name, contact information, online identifiers and Social Security numbers and other government-issued ID numbers; B.
Personal information, as defined in the California customer records law, such as name, contact information, education information, employment history, financial information and medical and medical insurance information; C. Characteristics of protected classifications under California or federal law, such as interaction, age, race, religion, national origin, disability, medical conditions and information, citizenship, immigration status, request for leave and marital status; D. Biometric information, such as fingerprints; E. Internet or network activity information, such as browsing history and interactions with our and other websites and systems; F.
Geolocation data, such as device location, vehicle location and IP location; G. Audio, electronic, visual, and similar information, such as photographs or audio or video recordings created in connection with our business activities; H. Professional or employment-related information, such as work history, prior employer, information relating to references, details of qualifications, skills and experience, human resources data, and data necessary for benefits and related administration services, such as retirement, health, and other benefit programs, services, and products to which you and your dependents and beneficiaries receive access through us; I.
Education information subject to the federal Family Educational Rights and Privacy Act; J. Inferences drawn from any of the Personal Information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics. We use this Personal Information for the purposes of operating, managing, and maintaining our business, managing our workforce, and accomplishing our business purposes and objectives, including, for example, using Personal Information to: Manage workforce activities and personnel generally, including for recruitment, background screening, performance management, career development, payments administration, employee training, leaves and promotions; Administer hiring, promotion, and discipline; Provide an efficient means for personnel to obtain the contact information of their colleagues so they may contact them; Manage payroll, wages, tax forms and filing, expense reimbursements, and other awards such as stock options, stock grants and bonuses, and provide healthcare, pensions, savings plans and other benefits; Calculate insurance and other employee benefits; Monitor personal investments to comply with SEC insider trading regulations; Notify family members in case of an emergency; Maintain and secure our facilities, equipment, systems, and infrastructure; Undertake quality and safety assurance measures, protect the health and safety of our workforce and others, and conduct risk and security control and monitoring; Determine and monitor compliance with worldwide training and other policies; Conduct research, analytics, and data analysis to assist in planning succession and to ensure business continuity, as well as to design employee retention programs and diversity initiatives; Perform identity verification, accounting, audit, and other internal functions, such as internal investigations; Monitor use of IT infrastructure, internet access, and electronic communication for unauthorized, unlawful, or inappropriate use; Record phone calls for training, quality assurance, and legal compliance purposes; Operate and manage IT and communications systems and facilities, allocate company assets and human resources, and undertake strategic planning and project management; Obtain legal advice and establish, exercise or defend legal rights, and act on collection and discovery requests in the context of litigation, government investigations or regulatory audits or inquiries; and Comply with law, legal process, investigations, internal policies and other requirements such as income tax deductions, monitoring, record-keeping and reporting obligations.
CALIFORNIA CONSUMER PRIVACY ACT NOTICE TO EMPLOYEESF2 TPS, LLC is providing the following details regarding the categories of personal information that we collect and use about California residents who are F2 TPS, LLC employees, independent contractors, job applicants, owners, directors or officers (and their emergency contacts and recipients of employment benefits) (“Personal Information”).
We supply this information consistent with the California Consumer Privacy Act of 2018 (“CCPA”). Please provide this notice to your emergency contacts and recipients of employment benefits by providing them with the link to this notice. We may collect the following categories of Personal Information: A. Identifiers, such as name, contact information, online identifiers and Social Security numbers and other government-issued ID numbers; B.
Personal information, as defined in the California customer records law, such as name, contact information, education information, employment history, financial information and medical and medical insurance information; C. Characteristics of protected classifications under California or federal law, such as interaction, age, race, religion, national origin, disability, medical conditions and information, citizenship, immigration status, request for leave and marital status; D. Biometric information, such as fingerprints; E. Internet or network activity information, such as browsing history and interactions with our and other websites and systems; F.
Geolocation data, such as device location, vehicle location and IP location; G. Audio, electronic, visual, and similar information, such as photographs or audio or video recordings created in connection with our business activities; H. Professional or employment-related information, such as work history, prior employer, information relating to references, details of qualifications, skills and experience, human resources data, and data necessary for benefits and related administration services, such as retirement, health, and other benefit programs, services, and products to which you and your dependents and beneficiaries receive access through us; I.
Education information subject to the federal Family Educational Rights and Privacy Act; J. Inferences drawn from any of the Personal Information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics. We use this Personal Information for the purposes of operating, managing, and maintaining our business, managing our workforce, and accomplishing our business purposes and objectives, including, for example, using Personal Information to: Manage workforce activities and personnel generally, including for recruitment, background screening, performance management, career development, payments administration, employee training, leaves and promotions; Administer hiring, promotion, and discipline; Provide an efficient means for personnel to obtain the contact information of their colleagues so they may contact them; Manage payroll, wages, tax forms and filing, expense reimbursements, and other awards such as stock options, stock grants and bonuses, and provide healthcare, pensions, savings plans and other benefits; Calculate insurance and other employee benefits; Monitor personal investments to comply with SEC insider trading regulations; Notify family members in case of an emergency; Maintain and secure our facilities, equipment, systems, and infrastructure; Undertake quality and safety assurance measures, protect the health and safety of our workforce and others, and conduct risk and security control and monitoring; Determine and monitor compliance with worldwide training and other policies; Conduct research, analytics, and data analysis to assist in planning succession and to ensure business continuity, as well as to design employee retention programs and diversity initiatives; Perform identity verification, accounting, audit, and other internal functions, such as internal investigations; Monitor use of IT infrastructure, internet access, and electronic communication for unauthorized, unlawful, or inappropriate use; Record phone calls for training, quality assurance, and legal compliance purposes; Operate and manage IT and communications systems and facilities, allocate company assets and human resources, and undertake strategic planning and project management; Obtain legal advice and establish, exercise or defend legal rights, and act on collection and discovery requests in the context of litigation, government investigations or regulatory audits or inquiries; and Comply with law, legal process, investigations, internal policies and other requirements such as income tax deductions, monitoring, record-keeping and reporting obligations.
Changes to this CCPA Notice We may change or update this CCPA Notice from time to time. When we do, we will post the revised CCPA Notice on this web page with a new “Last Updated” date. Powered by Jazz HR
quantitative and analytical support for mergers, acquisitions, and other financial advisory services. Associates work closely with senior bankers during all stages of the transaction so they develop both the execution and client skills required to be an effective senior banker.
Job Functions: Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
Assist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company information Work independently, producing high quality deliverables such as descriptive memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog Content creation in form of presentation slides for pitch materials to clients as well as refining client management presentations Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners
in debt and equity capital markets and corporate finance advisory Provide leadership, mentorship, training and supervision to Analysts Qualifications: Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted, or pending promotion, from Analyst to Associate within a leading Investment Bank At least 3 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role (i.
e. pre-MBA, or equivalent level for direct Analyst promotes). Direct experience in execution of M&A transactions is highly preferred, but will consider candidates with experience in an industry coverage group, private equity or similar field Very strong financial modeling/valuation and analytical skills Thorough knowledge of corporate finance and accounting, as well as understanding of key structuring aspects related to M&A transactions Experience managing the day-to-day execution of different types of projects and processes Ability to comfortably interact with clients in a professional and mature manner Outstanding ethics, integrity and judgment Intellectual curiosity, strong work ethic and desire to learn Ability to work in a fast-paced environment, managing multiple projects with different deal teams Highly organized, detail oriented and proactive Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Excellent technology skills with superior Excel and Power Point skills and ability to quickly learn new software applications Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services.
Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices.
Our expertise spans many aspects of the technology landscape, including Enterprise Software and Infrastructure, Fin Tech, Healthcare IT, Internet+Digital Media, e Commerce, Consumer Software, AIo T & Industrial Technology and other key segments. Since inception, Union Square Advisors has advised on more than 160 strategic transactions, valued in excess of $115B. For more information, please visit http: //. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce.
In addition to a firm-wide vaccination and booster policy, these requirements may also include regular testing, mask wearing, social distancing and regular health checks. Requirements may change in the future with the evolving public health landscape. Union Square Advisors will consider accommodation requests. Salary Range 2nd Year Associate – $175,000 - $200,000Powered by Jazz HR
cashing checks, issuing savings withdrawals, and recording night and mail deposits. ---Maintain and balance a cash drawer daily by accounting for cash assigned, received, and disbursed. Turn in excess cash and mutilated currency to the vault. ---Enters customer transactions into a computer to record a transaction, and issues computer-generated receipts.
---Sells cashier's checks. ---Answers questions in person or on the telephone and refers customers to other bank services as necessary. ---Completes special requests by closing accounts, taking orders for checks, exchanging foreign currencies, assisting customers to a safe deposit box, providing statements, preparing cash orders for merchants,
completing stop payments, and blocking and reordering debit cards. ---Places holds on accounts for a new account, large deposit, or an exception item. ---Prepares outgoing domestic and foreign wires.
---Complies with bank operations and security procedures by participating in all dual-control functions, auditing other tellers' currency, and assisting in the certification of proof. ---Maintains customer confidence and protects bank operations by keeping information confidential. ---Comply and stay up to date with applicable laws and regulations through compliance online training. ---Promote strong customer and client interactions, build relationships, participate in cross-selling, and
offer new products and services. ---Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery.
---May need to travel to another branch location to assist in coverage. ---Participates in qualifying CRA activities. ---Other duties as assigned. REQUIRED KNOWLEDGE SKILL AND ABILITY: To perform the job successfully, an individual should demonstrate the following competencies: ---Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees. ---Mathematical skills. ---Strong communication & organizational skills. ---Detail-oriented, with a high degree of accuracy.
---Competence with computers, telephone, 10-key calculator, other office machinery, Word, and Excel. ---Ability to work in a fast-paced environment & under pressure as needed. WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear.
The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. EDUCATION AND EXPERIENCE: High school diploma or GED equivalent required. Two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions. Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran, or disability status.
the opportunity to experience first-hand the relationship banking environment that has defined Comerica's strong ties to clients, colleagues, and communities for over 170 years. Position Responsibilities: Portfolio Management Support Collect and monitor financial information.
Work with Portfolio Manager and Relationship Managers on client support. Sales Support Industry research. Preparation of marketing materials. Prospect identification. Project: Prospect Identification and Marketing Plan Development Work with the team to understand the target customer profile. Leverage resources such as Linked In, publications, etc. to identify prospects. Use industry research to develop value proposition
and marketing plan with the Relationship Manager. Create an introductory presentation for the prospect meetings. Commercial Underwriting Observe the process for spreading financial statements and underwriting loans.
Complete a special project to refine key Commercial Underwriting resources. Interns will also have opportunities to: Have an experienced Relationship Manager as a mentor Observe how new business is generated through referrals, prospecting, and networking Network with executives within the Commercial Bank division Meet with leaders within the Credit organization Meet with product partners to learn about Treasury Management, Global Capital Markets, and International Trade Finance
solutions Participate in training opportunities offered by Comerica Position Qualifications: Rising College Senior Status; Must be within 12 months of graduation (Grad year 2025)Accounting, Finance, Business major preferred Overall GPA of 3.0 or above Two Accounting courses completed with 3.0 average Six months experience Microsoft Office products, Word, and Excel The ability to work independently as well as in a team environment Excellent communication and interpersonal skills Previous customer service and sales experience preferred This position is not eligible for sponsorship.
Must have indefinite employment authorization San Jose Main Monday - Friday; 8 am - 5 pm%387008% %%uncategorized%%
environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. We are looking for a Commercial Banker in Escondido, CA. This role focuses on acquiring and servicing commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals.
The ideal candidate will have the experience necessary to: · Acquires and services commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals. · Achieves quarterly Managed Portfolio Growth goals. · Demonstrates clear understanding of risk management and covenant tracking procedures. · Responsible to make presentations regarding
bank products and services to prospective clients and company principals, perform underwriting functions and continually monitor credit quality.
· Higher level Commercial Bankers may oversee lower-level associates. · Other duties as assigned. Qualifications: · Requires a Bachelors degree in business, finance or a related field and 6+ years commercial lending and credit underwriting experience. An equivalent combination of education and experience may meet qualifications. · Employs advanced knowledge as a generalist or specialist for unique customer product segments of lending and credit analysis, preferably in a commercial lending environment. · Advanced knowledge of bank products and commercial lending techniques and procedures.
· Ability to expand loans, client relationships and cross sell bank products. · Familiarity of the sales, loan processing and closing processes. · Excellent underwriting skills. · Ability to interview loan applicants and have a strong perceptive on character judgment. · Ability to structure loans and monitor credit performance. · Must have excellent interpersonal, presentation and communication skills. · Working knowledge of a software applications, including word processing and spreadsheets. Benefits: · Medical, Dental and Vision Insurance - START DAY ONE!
· Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance · Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts · Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays · 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience · Mental health benefits, including coaching and therapy sessions. · Tuition Reimbursement for qualifying employees · Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $115,000 - $138,000 annually depending on job-related factors such as level of experience.
the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential.
A career with U. S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel
while adapting a digital first mindset. Strong client relationships are based on trust, backssing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge
of consumer and business banking products and services including digital products and services.
Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S. A. F. E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications - High school diploma or equivalent - Three to four years of customer service experience - Three to four years of sales experience Preferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Proven customer service and interpersonal skills - - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our - disability accommodations for applicants.
Learn howthe way we work at U. S. Bank drives meaningful relationships with our customers and collaboration across the company. Benefits: -Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work.
That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law U.
S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, interaction, national origin, age, interactionual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. E-Verify U. S. Bank participates in the U.
S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U. S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U. S. Citizenship and Immigration Services. Learn more about the -E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements).
Pay Range: $20.00 - $25.00 - $27.50 Similar Jobs (1) Client Relationship Consultant 2 (Banker) - Allied Gardens - San Diego, CA (30 hrs) locations San Diego, CA time type Full time posted on Posted 3 Days Ago Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.
S. Bank's best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work. #J-18808-Ljbffr
workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Full Time Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills.
This position will be based in Fremont, CA at the Fremont retail banking branch. This position is primarily based in a location within PNC's footprint. Bilingual Spanish preferred. Job Description Delivers a unique customer experience aimed at improving customer
financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions.
Identifies banking opportunities during the customer interaction and refers as appropriate. Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge
to solve customer's problems. Adheres to all policies and procedures, demonstrating sound judgment within established limits.
Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - backssing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this and other opportunities on our team Watch this video ( Click To Reveal Link. Competencies Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Addressing Customer Needs – Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner. Banking Products – Knowledge of and ability to provide products and services available through the retail banking branch.
Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation. Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Fraud Detection and Prevention – Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations. Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines. Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.
Understanding Customer Needs – Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers. Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education No Degree Additional Job Description COMPENSATION: Base Salary: $40,560 - $57,200 Placement within the compensation range is based on the specific role and the following factors: Individual salary may vary by geographic location / market data Lower in range – Building skills and experience in the job Mid-range – Experience and skills align with proficiency in the role Higher in range – Experience and skills add value above typical requirements of the role Benefits PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.
Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC. Disability Accommodations Statement: If an accommodation is required to participate in the application process, please contact us via email at xyz X@ Click To Reveal Email. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call Click To Reveal Phone and select Option 4: Recruiting for accommodation assistance.
All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of race, color, interaction, religion, national origin, age, interactionual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents Refer to the California Consumer Privacy Act Privacy Notice ( Click To Reveal Link to gain understanding of how PNC may use or disclose your personal information in our hiring practices. Recommended Skills Attention To Detail Business Planning Commercial Banking Customer Demand Planning Customer Experience Customer Relationship Management
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients.
Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Position Responsibilities: Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing
new products to existing clients. Expected to be the expert level " market moving" advisor with ability to handle the most challenging, sensitive and complex relationships.
Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. Self-acquires new business by being active and well connected in the community. Other duties as assigned. Position Qualifications: Minimum: A Bachelor's degree in Business, Economics, or
Finance7 years of experience sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs7 years developing and executing sales and marketing plans Series 7Series 66State Insurance License Preferred: CFP or CTFA, CFA, CPA, JD, or MBASan Francisco 3 Embarcadero8am - 5pm%387008% %%finance%%
from pre-filtered leads that focus solely on HELOCs and Home Equity Loans. --- Competitive Compensation: Top agents have the potential to make 125 bps per loan funded. A top banker is expected to do 15 to 20 loans a month. An average banker will fund between 8 and 10 loans in a month.
--- Efficient Processes: Our average loan completion time is just 17 days, thanks to our use of AVMs instead of traditional appraisals. Ideal Candidate: --- Strong communication skills and a keen ability to grasp new products. --- Motivated to succeed financially in the evolving mortgage landscape. --- Prior experience in mortgage lending or a related field would be an advantage. Why Join Us: Our focus on
equity products shields us from the high rates affecting 1st mortgages. We've optimized our processes to ensure our team has the best chance of success. If your goal is to consistently achieve five-figure monthly earnings, let's get you there!
Application Process: Interested candidates are encouraged to apply and learn more about how we can help you thrive in this rewarding position. Responsibilities: Key Responsibilities: --- Work with warm transfers and fresh leads, averaging 8 to 10 leads daily --- Take applications --- Pitch qualified borrowers --- Once loans are sold, our processing staff takes over the file which allows you to concentrate on selling the next borrower --- Counsel
borrowers to understand the pros and cons of different loan products to determine which is best for them --- Ensure all phases of the loan process are performed in accordance with regulatory and company guidelines --- Oversee all customer interactions and ensure a smooth transaction by interfacing with realtors, processors, and underwriters --- Manage a large pipeline of loans to ensure your production meets our requirements --- Work closely with industry-related professionals to gather and prepare all necessary information to complete underwriting requirements Qualifications: --- Possess excellent written and verbal communication skills, superb interpersonal and customer service skills, and exceptional decision-making ability --- Strong understanding of HELOC/HELOAN guidelines and structuring --- Strong understanding of company loan policies and guidelines, as well as all federal and state regulations --- Current NMLS State License or Federal NMLS Registration About Company: Why Summit Lending?
We're not just a lending team; we're the leading lending team in California. At this pivotal point in our journey, we're extending an opportunity for passionate individuals to join and contribute to our legacy. We pride ourselves in offering not just a job, but a long-term, stable career pathway for those who are as dedicated to our mission as we are.
How to Join Our Team: Your interest means the world to us, but we kindly ask that you refrain from phone inquiries. For your chance to be a part of the Summit Lending family, simply submit your application along with a resume and a thoughtful cover letter expressing your fit for the role. Let's shape the future of lending, together!
action plans to achieve specified sales and service goals.
Additionally, the candidate will possess an outgoing personality and have the ability to create or draw on business relationships with business leaders and managers within the community to help attract and build new client relationships.
Additionally, the ideal candidate will have a background in small business lending products and services and be able to make lending recommendations suitable for the client's needs. This role will be based in a Western Alliance branch office and will primarily involve supporting an existing portfolio of clients, connecting primarily via telephone or email and occasionally through in-person
visits while working to develop new business. What we are looking for: Be the primary point of contact for a portfolio of small business clients within a defined geographic coverage area Routinely contact, primarily via telephone, existing, prospective, or newly assigned clients, and develop relationships and new business opportunities Ability to backss customer's financial needs and recommend the most appropriate products and/or services to assist in developing new business opportunities and expanding on existing customer base.
Supports the growth of a designated branch market area and Provides leadership by actively supporting assigned branches Maintain a strong knowledge of Western
Alliance Bank deposit, lending, and treasury management products and services Collaborate with other departments across the organization to execute the sales, relationship-building, and credit strategies to achieve optimal results Stay abreast of changing business trends that impact small business clients and translate those trends into business opportunities Assists in mitigating risk, verifying audit compliance, and procedural quality control through a branch operations review.
Ensures compliance with established Bank policies, procedures, and state and federal regulations. Minimum Requirements High School Diploma or equivalent and five (5) or more years of Branch Banking Operations, Customer Service, or Lending and/or Deposits Sales or a combination thereof Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices Intermediate project management and organizational skills; ability to create momentum, foster organizational change, and work with other members of senior management.
Experience advising business owners on complex credit/lending solutions Strong speaking and writing skills for internal and external audiences Ability to interpret client financial statements and recommend specific solutions to achieve goals.
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. Ameri Home 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, interaction, color, religion, age, nation origin, marital status, disability, protected veteran status, interactionual 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 xyz X@ or call 602-386-xyz X. 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
environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Scripps Poway Branch.
If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative
bank department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned.
Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. 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 This position is eligible to earn a base salary in the range of $22 - $28 hourly depending on job-related factors such as level of experience.
day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a full-time Lead Teller within PNC's Retail Branch organization, you will coach Tellers on customer service skills and supervise conversations that enable referral opportunities for PNC products.
You will also greet customers in the lobby, educate customers on new technology, supervise customer transactions, and assist with outbound calling initiatives. This position will be based in Manteca, CA at the Manteca retail banking branch. This position is primarily based in a location within PNC's footprint. Job Description Coaches,
mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.
Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate. Coaches, mentors and leads tellers by example in identifying opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners. Coaches, mentors and leads tellers by example in performing lobby engagement activities to connect with
customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Coaches, mentors and leads tellers by example with clear communication skills, transaction handling and problem resolution processes. Assists the Branch Manager in performance management and new hire selection processes. Coaches, mentors and leads tellers by example in adhering to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - backssing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this and other opportunities on our team.
Watch this video. Competencies Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Addressing Customer Needs – Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner. Coaching Others – Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness. Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.
Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Fraud Detection and Prevention – Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations. Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines. Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations. Understanding Customer Needs – Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers.
Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Additional Job Description Base Salary: $43,160 - $63,050 Placement within the compensation range is based on the specific role and the following factors: Individual salary may vary by geographic location / market data Lower in range – Building skills and experience in the job Mid-range – Experience and skills align with proficiency in the role Higher in range – Experience and skills add value above typical requirements of the role Benefits PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.
Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC. Disability Accommodations Statement: If an accommodation is required to participate in the application process, please contact us via email at xyz X@.
Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-xyz X and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of race, color, interaction, religion, national origin, age, interactionual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs. Responsible for carrying out and implementing bank policy with respect to a sound operation and various banking regulations, such as Reg.
D, E, CC, DD, Privacy Act, BSA, USA Patriot Act, OFAC, and Anti-Money Laundering Act. In larger branch structures, this individual could focus primarily on one of the areas of teller or new accounts or client service. QUALIFICATIONS: Education and/or experience: Minimum one year of experience in bank operations preferred, but not required. Cash handling experience in a bank or retail setting preferred. Ability to follow precise
directions and learn banking equipment and software quickly. Present a professional image in dealing with clients, interdepartmental, and external representatives.
KNOWLEDGE, SKILLS, ABILITIES REQUIRED: Communication Skills: Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone. Ability to respond effectively to the most sensitive inquiries or client complaints. Reasoning Skills: Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of technical instructions
in mathematical or diagram form and deal with several abstract and concrete variables.
Computer Skills: Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Be able to handle large amounts of cash.
