most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter
the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping
with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We 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, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Hayward, CA $25.00 - $28.99 / hour
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 how the 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
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity
to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more
experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 1+ year of experience interacting with people, demonstrated through work, military, or education Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 5500 Grossmont Center Dr LA MESA, CA 91942 United States of America @RWF22 Pay Range $20.00 - $25.14 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.
Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: Job posting may come down early due to volume of applicants.
We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9affcde8-e14d-4991-9dfa-a0d6e3c8ad12
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. Essential Functions: Manages a group of branch operations staff that supports an entire division of the bank, including staff that travels to various branches and departments within the division to perform the duties of Branch Service Managers, Branch Relationship Bankers, and Client Service Associates.
Current teller and new accounts experience. May also assist with special projects or bank conversions. Oversees work as needed to ensure deadlines and high quality customer service goals are met. Responsible for daily work flow to ensure branch operating schedules are met and staff is adequately trained. Responsible for setting work
schedules, allocating and monitoring work, hiring, coaching and completing performance evaluations.
May also assist with special projects or bank conversions. Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record. Other duties as assigned. Qualifications: Requires a bachelor's degree in business or a related field and 4+ years with branch operations, policies, procedures or other directly related experience including 2+ years of supervisory experience. A combination of education and experience may meet requirements. Advanced knowledge of banking branch operational principles, processes, procedures, banking products and services.
Working knowledge of applicable government regulations. Strong management, communication, and presentation skills, both written and verbal. Excellent organizational, interpersonal, leadership and customer service skills. Requires strong analytical, problem resolution and judgment skills. Ability to work with branch management and leadership. Must have solid leadership and mentoring 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 $84,000 - $98,000 annually depending on job-related factors such as level of experience.
Floating Cultural Holiday Medical, Dental, Vision, Life Insurance Flexible Schedules Parental Leave and Adoption Assistance programs Community Volunteer Opportunities" Top 50 Diversity Company" by Diversity Inc. Global 100 for Most Sustainable Corporations Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating new business relationships while maintaining/protecting Comerica's business interest.
Manage customer relations and new business development with a periodic review of existing loan commitments. Act as the bank's agent with respect to advising the client as to proper loan structure. Negotiate acceptable terms
for the bank and customer simultaneously even when goals conflict. Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management.
Accept special project assignments as assigned. Community Involvement. Position Qualifications Bachelor's Degree from an accredited university Completion of a Commercial Credit Training Program7 years of experience in commercial or private lending7 years managing a portfolio of clients7 years of experience financial sales San Francisco 3 Embarcadero8:00am - 5:00pm Monday - Friday%387008% %%finance%%
solutions by leveraging your deep knowledge of open banking principles and practices. This is an individual contributor role. If you are a doer and builder, this role is for you. Responsibilities:1. Provide strategic leadership and vision for the product management team, driving innovation and excellence in the development and management of payment solutions in the open banking ecosystem.2.
Collaborate with cross-functional teams, including engineering, operations, legal, compliance, and business stakeholders, to define and execute a comprehensive product roadmap for open banking-based payment offerings.3. Stay informed about the latest developments and regulatory requirements related
to open banking, ensuring that our products align with the principles and standards set forth by open banking initiatives.4. Conduct market research and analysis to identify customer needs, market trends, and opportunities for new payment products and features within the open banking space.5.
Define and prioritize product requirements based on customer feedback, market research, and business objectives, ensuring a user-centric approach.6. Lead the end-to-end product development process, including product ideation, concept development, requirements gathering, design, development, testing, and launch.7. Collaborate closely with the engineering team to ensure effective and timely execution
of product development plans, managing the product backlog and ensuring adherence to project timelines and quality standards.8.
Work closely with sales, marketing, and customer support teams to drive product adoption and provide effective product training and documentation.9. Monitor key performance indicators (KPIs) and conduct data analysis to evaluate product performance, identify areas for improvement, and make data-driven decisions.10. Stay informed about industry trends and competitive landscape in open banking payments, providing strategic insights to senior management and stakeholders. Requirements:1. Bachelor's degree in a relevant field such as Product Management, Business Administration, or a related discipline.
A Master's degree is preferred.2. Proven experience (8+ years) in product management or related roles within the payments industry, with a focus on open banking and associated technologies.3. Deep understanding of open banking principles, APIs, and regulatory requirements, with knowledge of industry standards such as FDX, PSD2, GDPR, and relevant regional regulations.4. Strong strategic thinking and ability to translate market insights into actionable product strategies.5. Excellent leadership skills with the ability to inspire and motivate cross-functional teams to achieve product goals and objectives.6.
Strong analytical skills, with the ability to leverage data to drive product decision-making and measure performance.7. Exceptional communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels of the organization.8. Proven track record of successfully launching and managing complex payment products, including experience with Agile methodologies.9. Strong business acumen and ability to align product strategies with overall business objectives.10. Passion for driving innovation and creating exceptional user experiences in the payments industry within the open banking landscape.
Join our dynamic team and lead the development of cutting-edge payment solutions in the open banking era. Apply now to contribute to shaping the future of payments with your expertise and vision. Base Compensation + Performance Bonus + Equity Base: $200,000 - $225,000 a year$200,000 - $225,000 a year #J-18808-Ljbffr
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. --- Bilingual Cantonese and/or Mandarin require You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
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 Business Center Manager with strong commercial lending and credit experience within the Middle Market to provide top notch customer service to our clients and customers in Millbrae, CA.
This role focuses on overseeing, leading, and directing a banking branch with regards to sales, operations, and corporate/regulatory compliance to meet assigned lending, deposit, and fee income goals along with business and consumer lending. Essential Functions: Oversees, leads, and directs a branch with regards to sales, operations, and corporate/regulatory compliance to meet assigned lending, deposit, and fee income goals. Responsible
for staff management and development including performance evaluations, promotions, salary recommendations and disciplinary action.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. Develops programs to maximize branch profitability, minimize risk, and improve customer service and product knowledge. Responsible for acquiring, expanding and maintaining client relationships through both inside and outside business development activities. Analyzes risks and profitability of assigned client portfolio to ensure ongoing profitability and conformity with credit terms. Responsible for ensuring the successful processing, underwriting, and approving of loans within assigned limits.
Negotiates loan terms and conditions in accordance with bank policy. Remains well versed in economic and financial concepts and developments relating to clients. Reviews branch reports for compliance and accuracy. Responsible for community development and relations. Other duties as assigned. Qualifications: Requires a Bachelor's in Business Administration, Finance or a related field and 3+ years of banking management or other directly related experience. A combination of education and experience may meet requirements.
Commercial lending experience with Investor Real Estate, Owner Occupied CRE, C&I , Lines of Credit, Equipment Loans, Letters of Credit, SBA etc. Business Development experience a must. Basic working knowledge of branch/banking management, operations, policies, procedures, banking products and lending concepts. Knowledge of business development and sales within the financial industry. Ability to make sound decisions, mitigate risk, build relationships and work with a variety of clients, employees and management. Knowledge of banking laws and regulations. Good problem resolution and communication skills, both verbal and written.
Good customer relationship skills. Ability to manage staff. 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 $100,000 - $155,000 annually depending on job-related factors such as level of experience and location
once your application is received, you will be contacted by our partnered real estate school with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories.
Learn more about our history here: /about What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform
the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions.
Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities Represent home sellers and home buyers in real estate transactions Coordinate with third party entities Communicate with leads through in-person meetings, phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform
strategic prospecting methods to find new clients who are interested in selling or buying real estate Qualifications Active real estate license Motivation and willingness to learn and excel in their field Strong communication skills Thrives in a professional atmosphere Entrepreneurial mindset with an appetite for learning new skills Optimistic, hardworking, detail-oriented Comfortable using technology Compensation Real estate agents are independent contractors, not provided a salary or hourly wage.
This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome!
Apply today! In partnership with US Realty Training Job posted by US Realty Training on behalf of Coldwell Banker Powered by Jazz HR
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 Operations Supervisor Associate in Lancaster, CA. Essential Functions: Travels to various branches and departments acting as a temporary Customer Service Manager.
Responsible to open and close branch, create reports, give approvals on branch operations capacity. Manages the day-to-day activities of the branch including the teller line, new accounts and all aspects of inside sales. Handles any issues, in person and/or over the phone. Some regional travel required. Must be able to provide own transportation to drive to and from assignments. May be required to lead or supervise branch staff. Driving is an
essential function of this role and as such, employees must have a valid driver's license and good driving record.
Other duties as assigned. Qualifications: Requires a Bachelor's degree and some experience in branch banking or operations or other directly related experience. A combination of education and experience may meet job requirements. Basic knowledge of branch operations, policies, procedures. Knowledge of branch financial products and services. Ability to function in performing multiple branch job responsibilities. Solid customer service and communication skills. Good leadership 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 $68,400 - $73,000 annually depending on job-related factors such as level of experience.
communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we've constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.
We are seeking a temp Teller to join our Vallejo team! WHAT You'll Do: Initiate and lead conversations to identify and backss member needs Maintain and enhance member account relationships by providing excellent member service Process share deposit
payments, loan payments, manual payrolls, and account transfers CASH Maintain drawer cash levels within prescribed amounts Post and Log night, ATM, and mail deposits.
(Part of dual-control team. ) WHAT You'll Need: English/Spanish preferred One to three years experience in a financial institution or other customer service industry preferred Prior cash handling and customer service responsibilities preferred Preference for working in organizations that place priority on teamwork and collaboration High School graduate or equivalent If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration;
and are interested in working to help create economic opportunity for all - THIS is the place for you!
Click the button below to apply now! Hourly Range: $21.50 - $28.75 Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, interaction, gender, gender identity, gender expression (including transgender status), age, interactionual orientation, military and veteran status, class or family status.
customers to appropriate personnel for new services.
The Senior Universal Banker is required to be completely knowledgeable and skilled and perform duties in the areas of new accounts, teller, vault, safe deposit, and branch operations, and is expected to provide leadership, training, and support to less experienced tellers and other staff members.
May also be responsible for limited supervisory duties in the absence of the Operations Officer/Manager. Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. What we are looking for: Provides support to all assigned areas of branch operations where service or assistance
is needed. Reinforces the application of superior customer service through his or her own example along with appropriate follow-through with involved customers and employees.
Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cash checks, savings withdrawals, and cash advances; confirms all necessary documents are properly authorized, are in proper form, and are within authorized limits; makes decisions when questionable items are presented for cashing. Promotes and cross-sells the Bank's products and services by assisting customers in their selection to meet their needs. Establishes
proper identification of new customers and determines need and extent of reference investigation.
Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing. May participate in assuring quality control in regard to audits and certifications. Will process account activity, determine balances, and resolve problems within given authority. Issues official checks, money orders, traveler's checks, and savings bond applications.
Performs safe deposit duties by opening accounts, controlling access, assisting customers, and processing affiliated reports. May accept Regulation I disputes acquiring appropriate documentation and signatures and forward to the appropriate department for processing. Performs lead duties including assigning and reviewing work for accuracy and completeness, assisting others in resolving problems, approving transactions within authority levels, and training others in branch operations. Assists other branch offices in resolving operational inquiries. Receives and processes stop payment and hold orders.
Accepts loan, installment, and collection payments. Balances cash drawer daily and verifies cash being returned to the vault. Balances teller differences as it relate to general ledger accounts; maintains accurate teller balancing records; balances branch cash totals. Provides effective customer service and assists in resolving problems within given authority. Records, files, microfilms, update information, prepare wire transfers, and sort mail or reports as required. Gather data and process various reports (e. g. currency transactions, returned items, overdrafts, callbacks, etc.
) Processes credit reports, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders, ATM deposits, incoming and outgoing collections, incoming and outgoing wires, FICA payments, credit ratings, certifications, change orders, and deposit slip corrections. May assist in opening and closing the vault daily; prepare and process incoming and outgoing shipments; and assist in balancing vault currency and coin. May prepare and research levies, garnishments, and other legal processes. Cross-trains less experienced branch personnel. Provide staff support at other branch locations.
Open and/or close the branch. What you need to have: High school diploma or general education degree (GED) and Five (5) or more years of related experience and/or training; or the equivalent combination of education and experience. Intermediate experience, knowledge, and training in branch operation activities, terminology, and products and services. Intermediate knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services. Intermediate skills in computer operation; mainframe computer (ITI) system; word processing, spreadsheet, and account opening software programs (e.
g. Microsoft Word and Excel, CFI Deposit Pro, etc. ). Ability to calculate interest and balance accounts; count currency, coin, and negotiable instruments in a timely manner. Effective oral, written, and interpersonal communication skills. Ability to deal with problems involving multiple facets and variables in non-standardized situations. Effective organizational and time management skills. Ability to work with minimal supervision while performing duties. Basic operational supervisory skills to handle operational issues, approve work as needed, and answer customer inquiries, in the absence of the Operations Officer or Operations Manager.
Compensation: Hourly range for new hires is generally $54,669.00 - $67,532.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned. 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 Commercial Banker in Fresno, 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.
Essential Functions: Acquires, manages, and services commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals. Strong business development, interpersonal communication, internal and external relationship focused. Achieves annual 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.
Other standard Middle Market practices or duties as assigned. Qualifications: Ideal candidates have a Bachelor's degree in business, finance or a related field. Must have at least 4+ years Middle market lending and business development expertise Strong credit underwriting skill set, needs to know how to take a deal from beginning to end. 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. Strong underwriting skills in C&I and CRE ideal. Ability to interview loan applicants and have good perceptive on character judgment. Ability to structure loans and monitor credit performance. Working knowledge of software applications, including MIS, 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 $100-184K depending on job-related factors such as level of experience.
for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Corporate & Institutional Banking Undergraduate Intern – Agency Finance organization, you will be based in Dallas, TX or Calabasas, CA.
Job Description Corporate & Institutional Banking (C&IB) Undergraduate Intern – Agency Finance As a PNC Intern, you will participate in a " best-in-class" internship program. During this 10-week program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement
your education with real-world job experience. PNC is one of the largest U. S. banks with $541 billion in assets and $450 billion in deposits. PNC has approximately 60,000 employees across the United States and abroad; approximately 2,600 branches; and approximately 9,500 ATMs as of June 2022.
The Agency Finance track of our C&IB Summer Internship Program enables interns to explore various aspects of the Multifamily Finance industry through PNC’s Fannie Mae DUS, Freddie Mac Optigo, and FHA lending platforms. In addition to agency lending, we offer construction, bridge, and permanent financing through our balance sheet. This suite of products allows us to provide comprehensive financing
solutions to our customers Nationwide. Interns will work directly with the Relationship Team and senior management to support daily operations related to underwriting (portfolio administration, periodic reviews, due diligence reviews, loan documentation and fulfillment) and sales functions (pre-call planning, client research, pre-screen, relationship reviews, and loan structuring).
Upon completion, interns will recognize the importance each of these functions have on the deal-making process. The Summer Internship Program is a direct pipeline for talent to C&IB PNC Real Estate Development Program, providing interns with an unparalleled opportunity to learn the business while gaining visibility among the firm's senior leadership.
Upon successful completion of the Summer Internship, interns may be offered an opportunity to join the C&IB Development Program after graduation. Geographic flexibility is important to your success in this program. Opportunities may occur in Calabasas, CA or Dallas, TX. Learn more about PNC’s Summer Internships by visiting www. pnc. jobs/students. Job Profile : Participates as an intern in the PNC summer internship program. Performs or assist the core activities of the group by applying knowledge learned to drive business results (e.
g. deal, sales, process support, internal or external customer interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority. Participates in social learning within the organization (e. g. identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach). Required Education and Experience : Working toward Bachelor's Degree, preferred business relevant majors (e. g. Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), junior status.
Minimum GPA 3.0 PNC provides equal 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. 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. Analytical Thinking – Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.
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. Flexibility and Adaptability – Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.
Information Capture – Knowledge of the processes and the ability to identify, capture and document relevant business information in an auditable, organized, understandable and easily retrievable manner. Initiative – Understanding of the value of self-motivation and initiative; ability and willingness to seek out work and the drive to accomplish goals. Products and Services – Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations. Self-Directed Growth and Development – Understanding of the necessity of continuous personal growth; ability to gauge one's strengths, limitations and interests, and use of this knowledge for purposes of performance effectiveness and self-development.
Work Experience Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. 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: $18/HR - $35/HR Placement within the compensation range is based on the specific role and may vary by geographic location and/or market data. 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 Actuarial Science Adaptability Administration Analytical Attention To Detail Coaching And Mentoring
includes calling on small business customers with up to approximately $3 million in annual revenues with lending needs up to 100K (future will be up to $250K)The trusted advisor will be committed to new business development, conducting quality conversations to build rapport and discover unmet needs of customers, providing relationship servicing, and consistently enhance the partner referral processes by following best practices.
Position Responsibilities Customer Relationship Activities Service, execute and impact the customer relationship activities for the attraction, expansion, and retention of business customers. Provide effective customer onboarding and engagement by routinely strengthening
new and current customer relationships, introducing new and existing customers to Comerica's products and services, and addressing customer questions. Responsible for the acquisition and retention of business customers through partnership activities.
Lead portfolio management efforts to retain and expand current portfolio relationship and increasing the number of portfolio customers in the banking center. Lead and/or participate in community involvement to increase bank outreach with the community and COIs to foster new business customer relationships at the banking center. Proactively sets appointments and regular meetings with portfolio customers to build trust and identify needs. Comply
with company policies and procedures, regulations, and security procedures to serve customers and optimize customer satisfaction.
Customer Experience and Partnership Activities Proactively seeks to learn about new products, services, technologies, and customer service tactics. Enhance the customer experience by aligning customer needs with Comerica's values and practices that create tailored customer solutions. Manage servicing requests from customers in the assigned portfolio. Resolve complex customer complaints. Partner with defined Banking Centers to grow revenue and customer experience. Proactively identify opportunities to introduce customers to our small business, business banking, merchant services, and treasury management partners.
Preferred Skills Proven Sales and Marketing Skills Intermediate level computer competency including Microsoft Windows (Word, Excel and Outlook)Commercial Loan and Real Estate product knowledge Active Listening Skills Interpersonal Skills Critical Thinking/Problem Solving Proficient Presentation Skills Qualifications Bachelor's Degree from an accredited University or 4 years of relevant experience4 years in Consumer/Business financial services sales experience1 year experience with utilizing Microsoft Office products including Word, Excel and Power Point San Jose - Airport8:00am - 5:00pm Monday - Friday%387008% %%finance%%
