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California Bank of Commerce jobs - 437 jobs

  • Associate Creative Director - Cross-Affiliate Marketing

    California Bank & Trust 4.4company rating

    California Bank & Trust job in San Diego, CA

    For more than 150 years, Zions Bancorporation has built on the dedication and talent of our people, earning recognition as one of the 'Best Banks to Work For.' Now, we're focused on shaping the future of banking-leveraging innovation, strengthening local relationships, and delivering exceptional value across our collection of great banks in the West. Our expanding marketing team is creating something transformative: a dynamic, in-house Creative Studio that will redefine how we tell our story and connect with customers. Under the leadership of our new CMO, we're building a modern, collaborative hub for bold ideas and innovative campaigns that elevate a bank known for exceptional service and deep community roots. This is your opportunity to help shape a creative vision that sets a new standard for financial marketing. We're looking for an Associate Creative Director who is a strategic thinker, a strong conceptual storyteller, and a hands-on leader. In this role, you'll guide integrated campaigns that align creative vision with business objectives from idea to execution, mentor a growing creative team, and push for innovative, distinctive work that elevates our brand across channels. If you thrive in a fast-paced, collaborative environment and know how to turn strategy into compelling creative, this is your opportunity to make a lasting impact. JOB RESPONSIBILITIES * Lead the development and execution of integrated marketing strategies that align with Zions Bancorporation's brand culture and business objectives. * Translate business goals into compelling creative campaigns and communications for internal and external audiences, including employer branding, financial communications, and corporate reputation initiatives. * Oversee creative direction for multi-channel deliverables; digital, social, print, and experiential, ensuring consistency and quality across all touchpoints. * Collaborate with cross-functional partners in HR, Finance, and Investor Relations to support programs such as talent acquisition, onboarding, quarterly results, and shareholder communications. * Manage projects from concept through completion, driving alignment, timelines, and collaboration across teams. * Champion brand standards and ensure compliance with regulatory requirements and internal policies. * Mentor and inspire creative team members, fostering growth and excellence in craft. QUALIFICATIONS * Bachelor's degree in Design, Marketing, Communications, or related field; Master's preferred. * Minimum 5 years in creative leadership roles, ideally within financial services or regulated industries. * Expertise in marketing strategies across digital, interactive, and print channels. * Proven ability to manage large-scale projects, budgets, and agile workflows. * Exceptional leadership, organizational, and communication skills with a track record of mentoring teams. * Creative problem-solving and analytical abilities. * Familiarity with banking products and services is a plus. BENEFITS & COMPENSATION Along with competitive benefits starting on day one, including 12 bank holidays, profit sharing, and a company-matched 401(k), you'll have the chance to grow your career while creating work that truly matters to our customers and communities. Ready to bring your ideas to life? Share your application and portfolio today. This position is eligible to earn a base salary in the range of $105,000 - $150,000 annually depending on job-related factors such as level of experience and location. * Day-one coverage for Medical, Dental, Vision, Life, and Disability Insurance. * Paid Parental Leave, Adoption Assistance, and Mental Health benefits including coaching and therapy sessions. * 401(k) with company match, Profit Sharing, and Tuition Reimbursement (up to $5,250 annually). * Paid Training, Paid Time Off (PTO), 11 Federal Holidays plus applicable state holidays. * Employee Ambassador preferred banking products. LOCATION OPTIONS * Salt Lake City, UT * San Diego, CA * San Francisco, CA * Seattle, WA Please note: This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role. Ready to bring your vision to life? Share your application and portfolio today. Illusion
    $105k-150k yearly 3d ago
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  • Marketing Research Analyst- UT, TX, CA, NY

    California Bank & Trust 4.4company rating

    California Bank & Trust job in San Diego, CA

    Consistently ranking among American Banker magazine's "Best Banks to Work For" for over a decade, Zions Bancorporation is a "Collection of Great Banks" with local brand names and management teams in each of our major Western markets. And because we've known that, for over 150 years, our success has come from the exceptional dedication, experience and talent of our diverse employee base, we're committed to being the premier employer of choice. Ready to make your mark on a legacy brand? Our expanding marketing team is building something special-a dynamic, in-house Creative Studio and innovative Demand Center that will transform how we connect with customers. Under fresh leadership from our newly appointed CMO, we're reimagining what marketing can be while supporting a bank known for its experienced bankers, exceptional service, and local leadership deeply rooted in the communities we serve. This isn't just another financial marketing role - it's your chance to shape a creative vision with real impact. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. If you're ready to create work that actually matters, we're ready to review your application. You bring the talent; we bring the opportunity. We're looking for a curious, detail-oriented Marketing Research Analyst to join our team and help us uncover actionable insights that drive smarter marketing decisions. In this role, you'll design and execute research initiatives that optimize campaigns and deepen our understanding of customer behavior and market dynamics. This is an opportunity to influence high-impact marketing decisions with data-driven insights and gain exposure to cross-functional teams and strategic initiatives. Key Responsibilities * Conduct primary and secondary research to understand customer needs, market trends, and competitive positioning. * Develop and analyze surveys, focus groups, and other research tools to gather qualitative and quantitative insights. * Translate complex data into clear, actionable recommendations for marketing, product, and leadership teams. * Evaluate marketing campaign effectiveness and provide strategic recommendations for optimization. * Monitor industry trends and competitor activity to inform positioning and strategic planning. * Create dashboards, reports, and presentations that communicate findings in a compelling and digestible format. Qualifications * Bachelor's degree in marketing, Business, Statistics, Psychology, or a related field and 3-5 years of experience in marketing research, consumer insights, or analytics. * Proficiency in research tools (e.g., Qualtrics, SurveyMonkey) and data platforms (e.g., Excel, Tableau, SPSS, or similar). * Strong analytical and storytelling skills with the ability to connect data to strategy. * Experience in B2B or B2C environments preferred. * This is an in-office position 5 days - not a hybrid role. * This position is eligible to earn a base salary in the range of $81,000 - $118,250 annually depending on job-related factors such as level of experience and location.
    $81k-118.3k yearly 3d ago
  • Senior Securities Counsel - In-House (Public Company)

    Mechanics Bank 4.2company rating

    Walnut Creek, CA job

    A community-focused bank in Walnut Creek is seeking an Associate General Counsel to support securities compliance and legal document preparation. The role requires collaboration with senior management and the Board of Directors, advising on SEC filings and regulations. Strong organizational, communication, and leadership skills are essential. Candidates should have a JD, relevant Bar admission, and extensive experience in corporate governance and securities law. The position offers a salary range of $180,000 - $270,000 annually. #J-18808-Ljbffr
    $61k-97k yearly est. 2d ago
  • Strategic BSA Risk Advisor: KYC/AML Compliance Lead

    East West Bank 4.7company rating

    San Francisco, CA job

    A premier financial institution is seeking a BSA Risk Advisor to ensure effective communication regarding financial crime risk controls. The ideal candidate will have over 7 years of compliance experience and a Bachelor's Degree in Finance or a related field. Responsibilities include acting as the primary point of contact for KYC matters and managing inquiries from business units. This position offers a base salary ranging from $85,000 to $150,000, depending on qualifications. #J-18808-Ljbffr
    $85k-150k yearly 3d ago
  • Care Center Representative

    Mechanics Bank 4.2company rating

    Remote or Irvine, CA job

    Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Irvine, Roseville or Walnut Creek locations. Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals. What you will do: * Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services. * May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments. * Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes. * Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs. * Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact. * Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies. * Forward more complex problems to management, as required. Who you are: * High School diploma or equivalent required. * Bilingual (Spanish) candidates preferred but not required. * Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution. * Minimum typing speed of 50 wpm. * Possess excellent human relations and communications skills. * Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation. * Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call. * Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information. * Professional in appearance and in verbal communication. * Demonstrate teamwork in facilitating workflow. #LI-DNI Pay Range: $21.00 - $26.00 hourly AIP/Bonus: up to 5% Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: * Medical, prescription, dental, and vision coverage for employees and their eligible family members * Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits * Health Savings Account with employer contribution * Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit * 401(k) and Roth 401(k) with company contribution * 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program * Supplemental Health plans, Voluntary Legal and Identity Theft Services * 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year * Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. * Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. * Please view Equal Employment Opportunity Posters provided by OFCCP here. * To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
    $21-26 hourly Auto-Apply 60d+ ago
  • Product Development Project Manager - Remote

    First American Bank 4.1company rating

    Remote or Elk Grove Village, IL job

    First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The Product Development Project Manager is responsible for defining, planning, managing, and monitoring product development and service delivery projects. This individual will deliver high-quality products and services that meet business and technical requirements by adhering to established project standards and methodologies. Ensuring excellence in project execution, the incumbent drives projects to successful completion, aligning outcomes with organizational goals. DUTIES & RESPONSIBILITIES Manage project tasks for each project team member to drive the execution of prioritized projects to successfully deliver project tasks to time, quality and budget. Work with Project Sponsors, Stakeholders, other Project Team Members, and Vendors to create or oversee the creation of project deliverables, including project scope, business and functional requirements, project plans, test plans, and other project related documents. Gather and document project requirements for use either internally or by external vendor. Facilitate project status/steering meetings and communicate with internal departments, senior leadership and project stakeholders. Ensure accurate and timely reporting of initiative status, issues, risks and required decisions to relevant personnel and provide management reports when necessary. Negotiate appropriate resources from relevant business units and within the department to successfully deliver project objectives. Coordinate, respond and effect where agreed, request for changes from original requirements or specifications. Escalate, communicate and take prompt actions where there is slippage against the plan of project activity. Assist in defining and maintaining project management deliverable templates to be used for all projects within the department. Help the department make incremental improvements in the quality of the service and enhance the professional functioning of the department. Prepare agendas and detailed meeting minutes to ensure clear communication and effective documentation of discussions and decisions. Schedule follow up meetings when necessary. Monitor and update project tasks and deliverables using Smartsheet or other identified project tools and adhere to project standards, including change control, risk control, user acceptance testing and technology procedures. Work on multiple projects simultaneously. Escalate project issues, risks, and roadblocks, as well as create mitigation and action plans. Organize user acceptance testing events with relevant business personnel. Ensure feedback from user testing is managed and addressed accordingly. Conduct group presentations and meetings as needed. Conduct and complete additional assignments/projects as designated by management. QUALIFICATIONS Bachelor's degree or higher required. Degree in business, computer science, or related field preferred. PMP certification a plus. Minimum three years of project management experience required. Experience working in a banking or technology environment preferred. Experience utilizing AI tools preferred. Must possess the ability to work independently, handle multiple tasks, work well under time constraints with limited supervision while utilizing critical thinking skills. Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively. Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar. Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry. Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach. Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks. Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. Experience using Microsoft Excel, Visio, and Smartsheet is required. Experience using and updating SharePoint sites is preferred. Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required. Some travel to outside locations for project development meetings, vendor meetings, or training may be required. Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need for project deployments. Remote work allowed. Punctuality is required to maintain First American Bank's customer service standards.
    $108k-132k yearly est. Auto-Apply 28d ago
  • Premier Client Support Specialist - La Jolla, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in San Diego, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative 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 Premier Client Support Specialist in San Diego, CA. This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. Essential Functions: Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. Processes and closes both routine and complex residential and commercial loans. Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met. Accepts loan applications for underwriting and documentation and closes loans. Reviews and audits loan documentation for accuracy and completeness and follows up as necessary. May perform cash handling and deposit functions. Other duties as assigned. Qualifications: Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience. A college degree and 2 years related experience preferred. Basic knowledge of bank products, procedures and customer service. Ability to assist with working loan files and new relationships. Must be knowledgeable in lending regulations. Be familiar with common office software and applications. Must have strong interpersonal, written, and verbal communication skills. Must be able to work independently, prioritize projects, and follow through on deadlines. 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 $20 - $22 hourly depending on job-related factors such as level of experience.
    $20-22 hourly 2d ago
  • Relationship Banking Specialist II

    California Bank of Commerce 4.4company rating

    California Bank of Commerce job in Santa Clarita, CA

    Job DescriptionDescription: Provide AMAZING customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross-sell bank products and services and provide support to other Branch and Department team members as needed to perform other duties and functions as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide AMAZING customer experience to all branch clients. Maintain comprehensive knowledge of the bank's products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals. Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction. Able to perform all transactions necessary to meet customer needs, including servicing accounts and all teller functions: Client transaction processing Debit card ordering and servicing Online banking setup and servicing (as applicable) Printed check orders Branch cash ordering and shipping (as applicable) Branch Certifications (as assigned) Stop payments Holds Reg. E Claims Safe Deposit Box opening, closing and servicing (as assigned) Demonstrated proficiency and understanding of all compliance regulations in support of servicing accounts, superseding accounts, and proper account titling and ownership, to mitigate risk to the bank: Bank Secrecy Act Customer Information Program Beneficial Ownership Office of Foreign Asset Control Fiduciary Account documentation Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits. Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations. Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations. Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required. Ensure the office is operating in a safe and effective manner. Reliable and regular attendance on the job. Other duties as assigned. Requirements: REQUIRED SKILLS AND ABILITIES: Knowledge/Skills/Abilities Computer skills to include use of Microsoft Office products and other programs as required. Strong mathematical ability. Strong analytical skills. Excellent oral and written communication skills. Outstanding interpersonal skills. Effective time management and organizational skills. Attention to detail and follow through. Ability to interact with coworkers, follow directions including established bank procedures, and accept constructive feedback. Working knowledge of all bank products and systems enabling cross-selling of bank products to a diverse client base. Thorough understanding of banking rules and regulations, especially BSA. Ability to count cash accurately. Education/Licenses/Work Experience: High school diploma or GED equivalent required. Six months' branch banking experience preferred. Minimum six months' cash handling experience required. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $22.00 to $26.00 per hour. Pay range may vary based on skills, experience, and location.
    $22-26 hourly 16d ago
  • Portfolio Manager - San Francisco, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in San Francisco, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative 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 seasoned Portfolio Manager in San Francisco, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices. Essential Functions: * Responsible for managing and servicing a portfolio of existing loan relationships. * Responsible for expanding and building relationships with a high degree of resultant customer satisfaction. * Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. * Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. * Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. * Assists bankers with new and existing loan requests and other special projects. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in Finance, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. * Knowledge of banking products, services, policies, procedures and regulations. * Solid credit skills in underwriting, financial modeling, valuations and adherence to policy. * Requires solid customer service, relationship, organizational, analytical and creative problem-solving skills. * Ability to meet deadlines. * Must have solid communications skills, both verbal and written. * Knowledge of various software applications including word processing and spreadsheets. 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 * 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 $88,000 - $123,000 annually depending on job-related factors such as level of experience and location.
    $88k-123k yearly 3d ago
  • Utility Universal Banker

    Mechanics Bank 4.2company rating

    Remote or Richmond, CA job

    Mechanics Bank is currently searching for a Utility Universal Banker to join our team at our Richmond Hilltop Branch. Under general supervision, independently and accurately performs the full range of teller and new accounts transactions according to established procedures. Provides dual control support, delivers excellent customer service, and is responsible for the sales and servicing of all Bank products and services. Works with the sales team to achieve personal goals in the areas of deposit growth, business relationship growth and consumer relationship growth. The Utility is required to travel between temporary assignments at branch offices within a designated region. They are responsible for processing cash and non-cash transactions in accordance with company policy and procedures, providing superior customer service. What you will do: * Performs routine teller transactions, new account transactions and works directly with customers. Responsible for maintaining and balancing a cash supply for transactions performed. * Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Resolves concerns presented by customers. Effectively questions and listens to customers to gain a full understanding of both their new and existing financial circumstances and needs. * Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a Retail office. Promotes the full range of deposit products and services that best meets the customer's needs. * Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking customers. Prevents customers from becoming victims of fraud. Refers customers to Branch Management and the proper department for issues that cannot be resolved at the teller line. * Represents the Bank and its products and services with pride and enthusiasm. Utilizes sales techniques to uncover customer needs to present the bank's products and services. Provides additional information to customers regarding bank's special promotions. * Receives small business loan applications and reviews loan packages for required documentation. Processes simple consumer loan packages and refers real estate secured consumer loans or complex business loans to business partner. * Gathers data and processes various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, operational branch reports, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs. * Keeps a clean, organized work area and a professional appearance. Completes required compliance training in a timely manner. Participates in branch, Region, and Bank campaigns. Who you are: * High School Diploma or GED required or equivalent combination of education and experience required. * Approximately 80 - 90% travel is required, typically within a 50-mile radius. May exceed dependent upon territory. Mileage will be paid for travel between assignments. * Notary license preferred * Minimum of 2 years of banking experience in operations and sales required. * Excellent interpersonal skills, attention to detail, and customer service. * Ability to work independently and collaborate effectively as a team member. * Ability to make decisions using information available. * Working knowledge of Bank deposit products and services. * Working knowledge of Bank's consumer loan products. * Basic knowledge of alternative Bank services and vendor provided products. * Ability to persuade, including the value and benefits of using the Bank's services and products. * Knowledge of applicable Bank policies and procedures. #LI-DNI Pay Range: $22.00 - $30.00 hourly Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: * Medical, prescription, dental, and vision coverage for employees and their eligible family members * Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits * Health Savings Account with employer contribution * Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit * 401(k) and Roth 401(k) with company contribution * 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program * Supplemental Health plans, Voluntary Legal and Identity Theft Services * 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year * Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. * Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. * Please view Equal Employment Opportunity Posters provided by OFCCP here. * To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
    $22-30 hourly Auto-Apply 60d+ ago
  • Commercial Banker - Irvine, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Irvine, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative 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 Irvine, 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: Responsible for achieving assigned production targets across new deposit production, loan origination, and fee income categories, in alignment with established performance metrics and business Development objectives. 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 Bachelor's degree in business, finance or a related field and 2+ years commercial lending and credit underwriting experience. An equivalent combination of education and experience may meet qualifications. Working knowledge of lending and credit analysis, preferably in a commercial lending environment. 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. Good underwriting skills. Ability to interview loan applicants and have good perceptive on character judgment. Ability to structure loans and monitor credit performance. Must have good interpersonal, presentation and communication skills. Working knowledge of 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 $100,000- 125,000 depending on job-related factors such as level of experience.
    $100k-125k yearly 3d ago
  • SBA Portfolio Officer - Portfolio Management

    East West Bancorp, Inc. 4.7company rating

    San Marino, CA job

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview We are seeking an experienced SBA Portfolio Officer (Portfolio Management) to join our SBA Lending Team. This role is critical in supporting the bank's SBA lending initiatives by performing in-depth credit analysis and credit risk assessment for the loans in the portfolio to meet the compliance with SBA guidelines and East West Bank's credit policies. This position requires expertise in SBA loan programs (7(a), 504), cash flow analysis, evaluating financials statements, and understanding legal rights of Lender under the loan documents. The ideal candidate will have a strong background in commercial credit, understanding financial statements, and a proven track record of monitoring and managing loans in a portfolio. Responsibilities * Analyze financial statements, tax returns, and cash flow analysis for existing SBA loans. * Monitoring credit risk based on financial statement analysis and covenant compliance. * Perform in annual loan reviews to determine the appropriate risk rating of the portfolio. * Prepare detailed credit memoranda with risk rating assessments and recommendations. * Monitor borrower performance and help identify potential credit risks. * Review tickler reports and follow up with borrowers to obtain outstanding financial conditions. * Request for waivers with supporting documentations for financial conditions and / or covenant violations. * Mail out letters requesting financials, notifying loan defaults, etc. for credit risk management. * Support portfolio management and reporting activities. * Ensure adherence to internal credit policies and regulatory requirements. * Assist with problem loan reports to develop problem loan credit solutions. * May perform other duties as assigned Qualifications * 2-3+ years in commercial lending or loan portfolio management. * Proven experience in financial analysis. * Knowledge of SBA SOP 50-57 and SBA 50-10. * Bachelor's degree in Business Administration, Finance, or a related field. * Strong financial analysis, problem-solving skills, negotiation, and decision-making abilities. * Excellent communication and interpersonal skills for sensitive borrower interactions and regulatory reporting. * Ability to work independently and as part of a team. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $69,000.00/Yr. - USD $120,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $69k-120k yearly Auto-Apply 38d ago
  • Branch Operations Specialist - San Diego, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in San Diego, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative 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 70 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 Specialist to provide top notch customer service to our clients and customers in our San Diego Region. 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: Supports the assigned branch throughout the San Diego, CA Region by performing duties on the teller line, in new accounts, and branch operations. Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record. May occasionally be assigned to back-office departments. May also assist with special projects. Ensures high quality customer service goals are met. May train staff on proper bank procedures. Other duties as assigned. Qualifications: MUST BE ABLE to accept assignments throughout the Antelope Valley Region ranging in duration from one day to several months. MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts. High school diploma or equivalent required. Ability to contribute to the development of branch operations, new accounts, and sales principles. Proficient training skills. Benefits: Mileage and travel time pay. Eligible for sales bonuses, monthly incentives, and annual discretionary bonus. 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, and any applicable state holidays. 401(k) plan with company match, Profit Sharing, and 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 $27 - $33 hourly depending on job-related factors such as level of experience.
    $27-33 hourly 2d ago
  • Loan Specialist- Los Angeles, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Los Angeles, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative 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 Loan Specialist to provide top notch customer service to our clients and customers for our greater Southern California West Region. This role focuses on providing administrative and operational support within key loan areas. Essential Functions: Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc. May draft loan presentations, clear all identified loan exceptions. Maintains files, documents, notes, etc. Responsible for verifying completeness of files with all necessary documents and signatures required. Researches and resolves lending inquiries and issues. May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information. Produce reports as required. Answer questions and follow up with clients. Other duties as assigned. Schedule: Monday - Friday, 9:00am - 5:00pm Qualifications: Requires High School diploma or equivalent and some 6+ year banking or loan processing, documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements. Expert knowledge of lending processes, loan principles, documentation, and loan systems. Working knowledge of banking processes and procedures. Must have excellent organizational and customer service skills. Must possess strong numeric and verbal aptitudes. Excellent research, audit and communications skills, both written and verbal. Ability to complete processes and meet deadlines. Advanced working knowledge computer program i.e word processing, spreadsheets or related software. 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 $51,319 - $85,531 annually depending on job-related factors such as level of experience.
    $51.3k-85.5k yearly 3d ago
  • Senior Fraud Investigator

    East West Bancorp, Inc. 4.7company rating

    El Monte, CA job

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview The Senior Fraud Investigator reports directly to the Fraud Investigations Supervisor, Assistant Manager or Risk & Operations Manager. The Senior Fraud Investigator will be responsible for investigating more complex suspected fraud events and mitigating loss exposure. This exempt position follows an assigned work schedule and is expected to manage the time effectively to meet investigative deadlines and handle assigned case volume. Your expertise will support loss prevention, regulatory compliance, and risk mitigation efforts across the organization. In addition, the Senior Fraud Investigator will serve as both a mentor and Subject Matter Expert resource to the more junior investigators. The Senior Investigator should be well versed in new and emerging fraud trends and the potential impact. Must be a self-motivated individual with the ability to adapt to changing priorities, analytical and focused with the ability to analyze documents and reports. May be required to support junior level investigators. Responsibilities * Investigate suspected fraud events and reduce potential loss exposure by being compliant with applicable policies and procedures. * Review fraud detection reports to identify and escalate potentially fraudulent activity and/or suspicious activity. * Review and assess outgoing wire transfer requests within the established SLA, following policy and procedures, and present findings or concerns to management for final approval in accordance with fraud controls. * Identify gaps, control weaknesses, or patterns learned through investigations and analysis, and present practical ideas or solutions to management to help close those gaps and prevent future fraud. * Analyze transaction patterns, customer behaviors, and referrals to identify suspicious activity and potential fraud schemes. * Utilize bank systems, resources, policies and procedures to evaluate accounts and situations that may require unique treatment and a specialized approach. * Conduct interviews with victims, suspects, and internal stakeholders to gather facts and evidence * Complete thorough investigations to determine the presence of fraud and/or high-risk activity and take appropriate actions. * Prepare detailed case files, investigative summaries, and supporting documentation for internal stakeholders. * * Present findings and investigative recommendations to the manager, senior management, and internal legal counsel for case resolution and next steps. * Provide guidance to business partners to ensure appropriate actions are taken to mitigate losses and loss exposure. * Provide mentoring, training and guidance to junior investigators. * File Possible Suspicious Activity Report (PSARs) or internal reports within the required timeframes. * May assist with validation testing for various departmental risk processes and technological upgrades. * Meet or exceed departmental goals and key performance indicators (KPIs) related to investigation quality, timeliness and resolution. * Operate with minimal supervision and demonstrate strong independent judgement in completing assignments. * Review designer procedures to ensure they are up to date and in compliance with EWB established policies. * Evaluates and analyzes current processes and provides recommendations as needed * Learn, understand, and maintain knowledge of all fraud investigation functions, processes, tools, and systems to support comprehensive case handling and departmental operations. * * Manage caseloads and investigative assignments effectively by organizing workload, using strong time management to ensure timely, prioritized case handling based on risk, impact, and volume expectations. * Perform quality assurance reviews of fraud cases, reports to ensure accuracy, completeness, and adherence to investigative standards. * Assists in the preparation and walk-through of internal audits. * May perform other duties as assigned Qualifications * At least 5+ years of previous fraud investigations experience, preferably within banking * High school degree required, Bachelor's degree preferred * Alternative combination of education and experience: Associate degree or 7+ years of banking center or investigative experience Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $71,000.00/Yr. - USD $83,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $71k-83k yearly Auto-Apply 38d ago
  • Appraisal & Environmental Manager

    California Bank of Commerce 4.4company rating

    California Bank of Commerce job in Walnut Creek, CA

    Job DescriptionDescription: The Appraisal & Environmental Manager is responsible for the management of the Bank's appraisal and environmental due diligence activities, including overall vendor oversight and ongoing performance, for real estate lending to ensure conformance with the Uniform Standard of Professional Appraisal Practice (USPAP), the Bank's policies, FDIC regulations, and the interagency guidelines; serves as a resource to real estate lending teams, providing guidance on policy requirements, documentation needs, and is the intermediary between the lenders and the appraisers, environmental professionals and/or Appraisal Management Companies, from initial requests through completion; is responsible for review of ongoing environmental monitoring platforms; and completes other functions and/or projects as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES: Engage and track appraisal and environmental requests, monitor orders and progress, and facilitate the delivery of completed orders ensuring the file is processed accurately and in a timely manner. Provide oversight on incoming appraisal and environmental requests to ensure the scope of assignment is appropriate for the proposed loan transactions, and work with lenders and other internal staff, as applicable, to ensure completeness and accuracy of the order request forms. Review appraisal and environmental reports to ensure compliance and scope of assignment is met. Manage the existing appraisal and environmental ordering and monitoring platform(s), as well as other related platforms as assigned. Act as intermediary between lending teams, appraisers, environmental professionals, and/or Appraisal Management Companies to facilitate the ordering and return delivery of appraisal and environmental assignments. Maintain a quality control process for the Bank's Approved Appraiser List including initial placement and ongoing maintenance of the list based on performance and credentials, including coordination with Appraisal Management Companies when applicable; present the list of approved appraisers, environmental professionals, evaluators, and/or reviewers to the Board of Directors in accordance with policy. Remain up to date on current appraisal and environmental regulatory standards, guidance, advisories and company policy; provide guidance and training for internal lending teams and other applicable internal staff. Assist with ongoing environmental monitoring and serve as the primary owner of the monitoring platform utilized. Conduct periodic updates and maintenance of the Bank's real estate valuation and environmental due diligence policies to align with Bank's policies and procedures and to reflect current regulatory requirements and/or updated guidance and advisories. Manage the creation of other reports, such as EDR, GeoTracker, VeraCheck and Property Profile reports according to current process. Perform other duties as assigned. Requirements: REQUIRED SKILLS AND ABILITIES: Strong organizational skills with ability to prioritize a busy workload, adapt to change in work environment or competing demands, and efficiently manage multiple tasks; work well under pressure, and switch assignments quickly. Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently or as part of a team. Must be able to support deliverables with strong follow-through capabilities. Ability to utilize Microsoft Word, Excel, PowerPoint, Outlook, Company Intranet, and Internet. Excellent 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. Advanced ability to explain complex information in a clear and well composed manner; take initiative and prioritize tasks; work accurately with close attention to detail; maintain confidentiality of sensitive information; study and apply new information. Education/Licenses/Work Experience: Bachelor's degree in Management, Business, Finance, or related field, or a combination of related education and experience. 8+ years' experience in appraisal and environmental due diligence review. Comprehensive knowledgeable in Uniform Standards of Professional Appraisal Practice (USPAP) and banking regulatory requirement on appraisal and environmental due diligence. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/DisabledPay Range: $117,500 - $145,000 annually. Pay range may vary based on skills, experience, and location. NOTE: Work location for this position is flexible and may be assigned to our Northern CA or Southern CA offices, contingent upon the selected candidate's residential location.
    $117.5k-145k yearly 8d ago
  • Senior Client Services Specialist

    East West Bank 4.7company rating

    San Gabriel, CA job

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers,. This position requires multi-tasking skills, ability to prioritize assignments, master internal applications, and communicate with customers effectively. Responsibilities Following is a summary of the essential functions of this job. Other duties may be assigned and performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Have the ability to answer questions and resolve problems. Tasks may include pulling statements, confirm NSF transactions, provide balances, fulfill transfers, process wires, process loan payments, help to communicate with GTS to set up online banking portals, change address, explain account activities, research for suspicious activities, process fraud cases, process credit card applications, etc. Have the ability to answer questions and resolve problems for Relationship Managers and Portfolio Managers. Tasks may include making transfers, provide forms needed for specific transactions, how to fulfill internal forms for specific transactions, provide loan statements, research loan amount and payment days, provide balance of accounts, refund and waive fees, receive commercial account opening request and collect KYC documents, etc. Work with internal departments to find answers and resolve problems. Be familiar with the procedures, requirements and personnels of these departments. The internal departments include wire department, loan department, Risk Management, BSA, GL servicing, CSBC customer service, CSBC new accounts, Branch support, physical branches, etc. Be able to communicate with clients to address bank's questions/inquiries on suspicious wires, ACH, OD, fraud checks, BSA RFI, etc. Open deposit accounts for new and existing clients including setting up online banking access at clients request. Able to work with the clients directly during the process to fulfill all bank's requirements.. Submit loan doc requests upon approval of loans and assist PMs to address Loan Doc team's pending items, questions, required approvals for exceptions. Help PMs to communicate with borrowers in obtaining all required information. Handle loan funding / closing upon receipt of executed loan documents. Coordinate / communicate among escrow / title company, borrower, and PMs/RMs to ensure smooth and timely funding/close of loans. Taking ownership of client needs and requests, answer questions and fulfill assignments in a timely manner. Be able to prioritize among tasks. May perform other duties as assigned Qualifications Possess basic knowledge of banking operations. Good communication skills, both written and verbal, in relating to internal and external clients and contacts. Strong Customer Service contact handling skills. Ability to manage high-volume inquiries in a timely manner. Good organization skills. Ability to complete all core trainings. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Professional working proficiency in Mandarin is a plus. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $20.00/Hr. - USD $35.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $20-35 hourly Auto-Apply 12d ago
  • Credit Analyst - San Diego or Irvine, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in San Diego, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative 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 Credit Analyst to join our Business Lending Services (BLS) team in San Diego, CA. CB&T's Business Lending Services (BLS) team provides both loan underwriting and portfolio management support for our Core Branch Banking network focused on the Middle Market business banking segment. BLS embodies CB&T's Vision, Mission, and Values by providing localized support and the ability to work as a larger team to successfully provide a high level of customer experience. BLS is located across three offices throughout the state and multiple teams that consist of Portfolio Managers, Credit Advisors and Credit Analysts at all experience levels. We offer opportunities for learning and career development, exposure to various commercial loan products, and understanding the entire loan facilitation process. Essential Functions: * Conducts credit investigations and analyzes credit information pertaining to loans. * Investigates all available sources of credit and financial information, including reporting services, credit bureaus, other companies, main office files, and branches. * Analyzes financial statements and related material. * Analyzes financial conditions and trends. * Reviews and reports non-compliance with loan covenants. * Determines cash flow using appropriate spreading application. * Prepares summaries, presents facts, and offers opinions concerning creditworthiness. * Provides credit information and references for customers, loan officers, or other agencies as requested. * May provide rates and loan information to clients. * Ensures that all credit files include proper documentation including current financial statements, agency reports, etc. * Maintains control over current accounts, noting payment progress, watching for any developing problems, and keeping loan officers informed. * Writes credit memorandums. * Accompanies lenders on business calls. * Conducts industry research. * Assists with special projects as assigned. Qualifications: * Requires a Bachelor's degree in Accounting or Finance and 2+ years of credit analysis experience, lending/credit procedures and process or other directly related experience. A combination of education and experience may meet requirements. * Working knowledge of financial and spread analysis and credit/lending procedures for moderately complex loans. * Working knowledge of commercial credit principles, theories, concepts, and techniques. * Ability to work with lending officers and staff. * Solid analysis, research and communication skills, both verbal and written. * Must be detail oriented. * Ability to meet deadlines and make sound decisions regarding loans. * Solid PC skills required. * Working knowledge of spreading/cash flow application is a plus. 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 $29 - $38 hourly depending on job-related factors such as level of experience.
    $29-38 hourly 3d ago
  • Teller - Part Time - Japantown - San Francisco, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in San Francisco, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative 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 Client Service Associate (Teller) to provide top-notch customer service to our clients and customers at our Japantown, San Francisco CA branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell bank opportunities through exploring needs. Other duties as assigned. Qualifications: Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients' needs. Bilingual English/Spanish Preferred Schedule: Monday-Thursday, 11:00am - 5:00pm, Friday 10:30am - 5:00pm 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 $20 - $22 hourly depending on job-related factors such as level of experience.
    $20-22 hourly 3d ago
  • Loan Closing Manager - Commercial Loan Fulfillment

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Irvine, CA

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are seeking a Loan Closing Manager to join Zions Bancorporation. The Loan Closing Manager I plays a key role in managing loan closing operations and staff, ensuring quality customer service and compliance with bank policies and regulations. This position oversees the completion of due diligence activities, preparation of loan closing documents, and the review and interpretation of third-party documents to provide the "clear to close." The role is responsible for daily workflow management, staff training, and the implementation of departmental productivity measures. As a leader, you will drive process improvements, maintain strong working relationships across departments, and support the development and performance of your team. Responsibilities * Manage loan closing operations and staff, including workflow, scheduling, and training * Establish and maintain closing processes and procedures to ensure quality customer service * Oversee completion of due diligence activities and preparation of loan closing documents * Review, request, and interpret third-party documents required for loan closings * Assign and monitor due diligence and closing tasks for middle office loan closers * Troubleshoot Credit Lead issues and provide technical support and guidance to staff * Implement and maintain productivity measures for individuals and the department * Administer bank policies and procedures, ensuring compliance with laws and regulations * Recommend and implement process improvements and departmental policies * Handle complex or unique transactions and manage overflow or backlogs as needed Qualifications * 4+ years of loan processing, loan operations, credit analysis, or other directly related experience required * Management or supervisory experience required * Considerable working knowledge of lending operations, processing, documentation, credit analysis, and loan procedures * Strong analytical and problem resolution skills * Solid leadership and management capabilities; goal-oriented * Excellent organizational, project management, and communication skills (verbal and written) * Ability to maintain effective working relationships with lenders, management, and administrative staff * Experience in banking, lending, and credit administration preferred * Ability to resolve problems and issues with team members to accomplish objectives * Bachelor's Degree in a related field required Work Location * Phoenix, AZ * Irvine, CA * Los Angeles, CA * Denver, CO * Las Vegas, NV * Houston, TX * Midvale, UT Pay Range $45 - $77/hr (Based upon related experience and location) 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 * 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 Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $31k-49k yearly est. 3d ago

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California Bank of Commerce may also be known as or be related to CALIFORNIA BANK OF COMMERCE, California Bank Of Commerce and California Bank of Commerce.