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California Bank of Commerce Remote jobs

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  • Executive Account Director - Remote or In-office in Midvale, UT

    California Bank & Trust 4.4company rating

    Las Vegas, NV jobs

    Procuity, a subsidiary of Zions Bancorporation, is a health care technology company whose primary business focus is healthcare financial optimization. Today we deliver the industry's most powerful platform of tools and information designed to help pharmacies and others manage the risks and complexities of the 340B marketplace. With our deep and unique expertise in technology, data collection, and financial controls, our product 340BDirect offers simplicity, order, and transparency to each of our customers. As a company whose success is measured by individual customer performance, Procuity understands that quality is the one non-negotiable component of every solution we prescribe. We work in close partnership with each customer to solve business problems with decision-critical information through innovative software solutions, and professional guidance. This position can be remote or in-office in Midvale, UT. The ideal candidate for the Executive Account Director position will have the skills and experience necessary to: * Develop and execute targeted sales campaigns. * Identify potential customers via prospecting, cold calling and follows-up on all leads. * Perform remote product demonstrations. * Manage client issues and client relations. * Occasionally participate in various marketing events and activities. * Manage the entire sales process from prospect to close. * Communicate the company's value proposition to the marketplace. * Make recommendations regarding products to clients. * Perform other duties as assigned. Qualifications: * Requires a High School Diploma or equivalent and 2+ years of experience in inside sales, experience selling into the pharmacy industry, prospecting and targeting new business or other directly related experience. * A combination of education and experience may meet job requirements. * Prefer 340B or healthcare experience. * Working knowledge of inside sales, CRM systems including Salesforce, sales techniques and practices. * Must be a self-starter with positive attitude and a strong competitive drive. * Must have excellent interpersonal, organization, presentation, communication skills, both verbal and written and strong presence over the phone. * Ability to meet and exceed sales quotas. * Problem solving ability. * Represent the company in a professional manner. * Basic knowledge of various software programs such as: power point, word processing and spreadsheet programs. 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 Pay (depending on experience and location): $28.00-$33.65, base plus quarterly incentive
    $100k-139k yearly est. 60d+ ago
  • Treasury Management Portfolio Manager - Remote within CA

    California Bank & Trust 4.4company rating

    Los Angeles, CA jobs

    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 Treasury Management Portfolio Manager - Remote within California. This role provides primary support for portfolio clients of high value, complex Treasury Management relationships. Essential Functions: Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships. Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing and servicing the treasury needs of clients. Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously. Escalate issues as necessary with bankers, management, and product/vendor management teams. Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs. Identify other client banking needs and partner with key stakeholders on cross-sell opportunities. Facilitates onboarding of major client relationships or complex industry types. Review sales, service and implementation processes to recommend process efficiencies. Other duties as assigned. Qualifications: Requires a Bachelors in business, finance or related field and 2+ years of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements. Working knowledge of banking, treasury management, banking/treasury products and procedures. Working knowledge of applicable regulatory requirements. Solid sales, client product and relationship management skills. Solid influence, problem resolution, customer service and communication skills, both verbal and written. Ability to effectively multitask, complete assignments and meet deadlines. Good attention to detail. Working knowledge of PCs and MS Office products. 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 $70,000 - $108,000 annually depending on location and job-related factors such as level of experience.
    $70k-108k yearly 58d ago
  • Care Center Representative

    Mechanics Bank 4.2company rating

    Federal Way, WA jobs

    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 Federal Way, WA office. 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-HJ1 Pay Range: $20.00-$31.83 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.
    $20-31.8 hourly Auto-Apply 11d ago
  • Internal Audit Manager - SOX

    Mechanics Bank 4.2company rating

    Walnut Creek, CA jobs

    Mechanics Bank is currently searching for an Internal Audit Manager - SOX to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This position offers a hybrid work schedule and can be based out of our Roseville, Irvine, Seattle or Walnut Creek locations. The Internal Audit Manager is responsible for leading and executing the Bank's Sarbanes-Oxley (SOX) testing program to ensure compliance with internal control over financial reporting requirements. This includes evaluation of Information Technology General Controls (ITGCs) supporting financial reporting systems to ensure the integrity, security, and reliability of key applications and data. This role oversees the design and operating effectiveness testing of key controls, coordinates with management and external auditors, and ensures timely remediation of identified deficiencies. The position will also support and lead operational and compliance audits as necessary to evaluate the adequacy and effectiveness of risk management, control, and governance processes across the Bank. What you will be doing: * Lead and manage the Bank's SOX testing program: * Including developing and maintaining the annual SOX plan and risk assessment, execution, and documentation of control testing in accordance with PCAOB and regulatory standards. * Perform or oversee testing of Information Technology General Controls (ITGCs) related to system access, change management and IT operations, ensuring alignment with SOX requirements and coordination with IT audit specialists. * Coordinate with management, external auditors, and process/control owners to ensure timely completion of all SOX-related deliverables. * Perform and/or oversee internal audit engagements focusing on operational, compliance, and financial areas, ensuring alignment with internal audit standards, regulatory expectations, and departmental methodology. * Serve as an active member of the Internal Audit management team, participating in departmental planning and decision-making activities, and reporting to the Audit Committee. Provide ongoing coaching, mentoring, and performance feedback to audit staff to support their professional growth and ensure high-quality work. Contribute to continuous improvement initiatives, including the enhancement of testing methodologies, data analytics, and automation opportunities within the SOX and audit programs. Who you are: * Minimum 7 years of internal or external audit experience, preferably in the banking/financial services industry required. * High School or GED required. * 4 Year / Bachelors Degree in Business, Finance, Accounting, Economics or a related field preferred. Additional experience may be considered in lieu of degree. * Deep understanding of SOX 404 requirements and COSO internal control frameworks. * Working knowledge of PCAOB auditing standards and US GAAP accounting principles and rules. * Fundamental knowledge of banking laws and regulations. * Strong analytical, technical and statistical skills - including the ability to collect & interpret data and draw conclusions. * Strong project management and problem-solving skills. * Awareness of control and risk management principles. * Good interpersonal, verbal and written communication skills. Create internal peer relationships that support a culture of trust and partnership within the Bank. * Ability to work in a team environment as well as the ability to work independently. * Good organizational skills. Able to manage high-volume workflow, prioritize appropriately, and meet deadlines in a timely manner. * Uphold confidentiality and privacy of findings in all situations. * Computer skills, including Microsoft Office Suite, with advanced level proficiency with Excel. * Preferred experience working for a publicly traded company. * At least 5 years of direct experience leading or performing SOX-related control testing, including design and operating effectiveness assessments. * Prior experience managing staff, coordinating with external auditors, and working in a regulated financial institution preferred. * Experience with project management tools (e.g. AuditBoard or Workiva) preferred. * Required: Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) * Preferred: Certified Information Systems Auditor (CISA), Certified Risk and Compliance Management Professional (CRCMP), or other relevant certifications. * Travel required: 0-10% #LI-DNI Salary Range: $130,000.00 - $165,000.00 annually AIP/Bonus: up to 15% 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.
    $130k-165k yearly Auto-Apply 27d ago
  • Lending Advisor Associate

    Mechanics Bank 4.2company rating

    Irvine, CA jobs

    Mechanics Bank is currently searching for a Lending Advisor Associate to join our team in one of the following offices: Walnut Creek, CA; Roseville, CA; Irvine, CA; or Seattle, WA. The Lending Advisor Associate participates on a team to support the Sr. Lending Advisor(s) as assigned, to provide sales, administrative process, and relationship management support. Position will focus on client contact, gathering information and/or documentations and interacting with processing, underwriting and closing teams. Manages the loan pipeline and completion of loan files from application through closing to ensure timely loan milestones and loan contingencies as well as the improve client experience. Lending Advisor Associate will act as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. This individual will learn and evolve their understanding and mastery of all opportunities to deepen relationships through cross- sell and knowledge of all lending products and partner capabilities. Building rapport with their Sr. Lending Advisor(s), cultivating relationships with clients, and establishing partner foundations will be essential to developing these opportunities. What you will do: * Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions. Act as a first level support function for the Sr. Lending Advisor and sales team to assist and support with any and all inquiries. * Responsible for assisting assigned Sr. Lending Advisors. Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected. Work on loan conditions alongside with Sr. Lending Advisors. * Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed. Facilitate effective communication between sales and operations teams. * Supports Sr. Lending Advisors and Sales team as necessary with customer contact to follow up on conditions, status on milestones, docs, funding's and closings. * Coordinates processes and follows through to completion of other lending related products and services, such as deposit accounts, trusts, treasury products, etc., as directed by the Mortgage Leadership team. Work on special projects and deliverables as directed by the Mortgage leadership team such as strategic initiatives and operational improvements. Who you are: * High School or GED required. Associate's Degree preferred; 5+ years of experience may be considered in lieu of degree * NMLS Required * Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems * Possess excellent human relations, communications and business writing skills. * Ability to work effectively without direct supervision. * Possess effective time management and organizational skills. * Demonstrates teamwork in facilitating workflow. High level of cooperation with others and is responsive to the Bank's needs. * Exemplary motivation, enthusiasm, professionalism and team skills. * Demonstrates excellent customer service skills. * Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. * Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. * Ability to travel between bank and customer locations and/or commute for training purposes. * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. * Ability to interpret a variety of instructions furnished in written, oral, or schedule form. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. #LI-DNI Hourly range: $27.00 - $35.00 Eligible for 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.
    $27-35 hourly Auto-Apply 20d ago
  • Contracts Attorney - Artificial Intelligence - Remote

    California Bank & Trust 4.4company rating

    Los Angeles, CA jobs

    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 magazine 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. Zions Bancorporation is seeking a highly skilled, dynamic and detail-oriented Contracts Attorney/ Artificial Intelligence Champion to join our Supply Chain Enterprise Contracts team. This role is responsible for negotiating, drafting, and advising on complex contracts involving artificial intelligence technologies and services, ensuring compliance, mitigating risk, and supporting strategic sourcing initiatives. The ideal candidate brings deep expertise in contract negotiation, drafting, and stakeholder management with demonstrated success in negotiating artificial intelligence terms & conditions. Key Responsibilities * Draft, review, and negotiate complex supply chain agreements providing AI-related products and services (e.g., NDAs, MSAs, SaaS, PSAs, SOWs, vendor agreements, purchase orders). * Develop and maintain standardized AI contract language, including terms related to data usage, model training, intellectual property, liability, and regulatory compliance. * Lead contract negotiations with suppliers to secure favorable terms and mitigate risk. * Serve as the primary contact for resolving contract issues and disputes in collaboration with legal and business teams. * Collaborate with internal stakeholders (legal, risk, procurement, finance, compliance, operations) to align contracts with business and regulatory requirements. * Maintain accurate contract records, including correspondence, amendments, and status reports, using contract lifecycle management tools. * Manage renegotiations of legacy master terms. * Monitor legal developments in supply chain law, trade regulations, and emerging tech (e.g., blockchain, predictive analytics). * Monitor and interpret emerging AI regulations and industry standards to ensure contracts remain compliant and forward-compatible. * Act as Supply Chain Management's subject matter expert on legal, regulatory and commercial issues related to negotiating supplier contracts for AI-related services and products. * Exercise legal judgment in matters with potentially significant financial and legal exposure. * CLM Tools: Proficient in contract lifecycle management systems. * Organization: Detail-oriented with strong time management and multitasking skills. * Perform other duties as assigned. Qualifications We seek candidates with a proven track record in developing and negotiating contracts for complex technology transactions, with an emphasis on those with respect to AI, information security and large language model risk management; perfect for a legal professional who bridges traditional contract law with emerging technologies. * J.D. from an accredited law school and active bar membership in at least one U.S. jurisdiction. * 8+ years of experience in commercial contracts, with a focus on supply chain, procurement, or SaaS. Exceptional ingenuity, creativity, and resourcefulness in decision-making and problem-solving. Preferred background in IP or Data Privacy. * In-depth knowledge of legal and regulatory issues with respect to AI technology contracts, data governance, ethical guidelines, and related legal frameworks; including, developing and negotiating terms designed to allow the Bank to exercise appropriate supplier oversight and promote the Bank's compliance with applicable laws and regulations. * Strong leadership, negotiation, organizational, writing, analytical and communication skills. * Proven negotiation, drafting, analysis, stakeholder management and risk mitigation skills. * Proficiency with CLM systems and Microsoft Office Suite. * Ability to work independently and manage multiple priorities in a fast-paced environment. Pay Range: * $95,000 - $250,000 plus bonus (Based upon relatable skills/experience) Work Location: This position can be located 100% remote within the United States or located at one of our headquarters in the following locations: * Phoenix, AZ * Los Angeles, CA * Denver, CO * Las Vegas, NV * Houston, TX * Midvale, UT 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
    $95k-250k yearly 26d ago
  • Pharmacy Contracts Agent - Remote or in-office in Midvale, Utah

    California Bank & Trust 4.4company rating

    San Diego, CA jobs

    340BDirect, a business line of Procuity*, a rapidly growing healthcare technology company, is seeking a self-motivated Pharmacy Contracts Agent. The position is located remote or in-office in Midvale, UT. This position will assist with management of the contract lifecycle for our clients, including template setup, contract generation, facilitation of execution, maintenance, and termination. Pharmacy contract experience is crucial to this role. This position will assist with ensuring the accuracy, quality, and completeness of all contracts, contract configurations, and historical documents; create reports and monitor quality control checkpoints; and look for ways to drive automation and efficiency. This position will report to the VP of Contracting and will support and coordinate with multiple business areas. The successful candidate will have experience with handling pharmacy contracts, managed care contracts, or other contract background; be able to juggle multiple clients with multiple priorities, have a keen attention to detail while keeping the big picture in mind; have a proficiency for observation, accuracy, and error elimination, have a sense of business awareness, and have sound business ethics. Responsibilities: * Generate, review, refine, and facilitate execution of complex client contracts. * Assist with ensuring that contracts meet all compliance regulations, internal policies, and technical requirements. * Assist with managing the contract lifecycle from new contract requests, contract approval, contract maintenance, and contract termination. * Assist with coordinating contract environment set up for new customers and assist with maintaining existing contract environments for established customers. * Ensure that contractual records and documentation for all clients and projects are accurate and historically maintained. * Establish and maintain strong business relationships with internal and external stakeholders to effectively manage contract inquiries, issues, and disputes. * Assist with analyzing significant and/or unique contract requirements, special provisions, terms, and conditions to ensure compliance with appropriate laws, regulations, corporate policies, business unit procedure; validating findings with legal as required. * Assist with processing contract redlines. * Assist with evaluating contract performance with existing rates and models. * Maintain deadlines on deliverables and communicate on an ongoing basis with internal and external stakeholders about contractual issues. * Assist in identification, development, and implementation of new contract policy and processes. * Provide guidance to internal and external stakeholders on both routine and special projects and objectives relating to contract activity. * Convert contract documentation into technical specifications. * Perform other duties as assigned. Qualifications: * Professional experience in 340B, pharmacy, healthcare, or contract related. * Degree in Healthcare Administration, Business, or a related field preferred. * Experience with Pharmacy contract administration, maintenance, or management. * Knowledge of Pharmacy contract documentation, storage, and maintenance. * Must be a self-starter/self-motivated. * Highly organized, detail-oriented, and excellent internal and external customer service skills. * Good problem solving and internal/external customer relationship management skills. * Ability to thrive in a cyclical environment that will have fast-paced, high pressure times and low intensity, temperate times. * Ability to multi-task and communicate with all levels of the organization. * Good prioritization and effective communication skills, both verbal and written. * Ability to take initiative and make sound decisions. * A team player with strong business ethics. * Basic familiarity with MS Word; understanding of MS Excel, Access, Outlook, and Teams preferred. * Procuity is a division of Zions Bancorporation Website: 340bdirect.com 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, 15 days of Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 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 Pay (depending on experience and location): $55,000-$68,000
    $55k-68k yearly 10d ago
  • Universal Banker (30 hours per week)

    Mechanics Bank 4.2company rating

    Modesto, CA jobs

    Mechanics Bank is currently searching for a part time Universal Banker to join our team at our Modesto Branch. The Universal Banker independently performs basic to moderately complex banking transactions. Delivers excellent customer service. Responsible for the operational quality and accuracy of their work, including cash balancing processes. Follows all related policies and procedures and compliance with all banking regulations. Actively assists customers, pays close attention to detail, and offers referrals for additional products and services. Performs complex operational transactions, including dual control and custodial processes. Identify additional banking services needed by the customer and supports in the referral and/or opening or appropriate service. Open basic consumer and business accounts, as well as identify and process applications for basic consumer and business lending opportunities. Works with leadership team to achieve personal goals in the areas of deposit growth, business relationship growth, consumer relationship growth and operational soundness. What you will do: Performs routine teller transactions and works directly with customers. Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Works quickly to service customers waiting in line, but maintains close attention to detail and complies with all policies, procedures and regulatory guidelines. Responsible for maintaining and balancing a cash supply for transactions performed. Adheres to all cash handling policies and procedures and balances cash at the end of each shift. 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 client's needs. Processes new account transactions and works directly with customers. Provides exemplary customer service. Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services. Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Resolves concerns presented by clients. Effectively questions and listens to customer to gain a full understanding both new and existing customer's financial circumstances and needs. Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevents clients from becoming victims of fraud. Refer customers to Branch Management and the proper department for issues that cannot be resolved at the teller line. Receives and processes or refers consumer loan and small business loan applications. Reviews small business loan packages for required documentation. Keeps customer apprised of loan application status. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers; reviews the work of others for compliance. Who you are: High School Degree or GED required. Minimum of 2 years of customer service experience required. Minimum of 1 year banking and cash handling experience required. Excellent interpersonal skills (verbal and written), 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. Basic knowledge of alternative Bank services and vendor provided products. Ability to persuade the value and benefits of using the Bank's services and products. Knowledge of applicable Bank policies and procedures. #LI-DNI Pay Range: $20.50 - $26.00 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.
    $20.5-26 hourly Auto-Apply 33d ago
  • Sr. Trust Associate

    Mechanics Bank 4.2company rating

    Wilmington, DE jobs

    Mechanics Bank is currently searching for a Sr. Trust Associate to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This position will be based at our Wilmington Trust Office. The Sr. Trust Associate provides exceptional service to Wealth Management clients, while requiring an in-depth knowledge of trust and estates, asset management, and compliance with the Bank's policies and procedures. What you will be doing: Assist Trust Officers in the management of trust relationships with ongoing administration of accounts. Manage daily operational tasks; daily cash, wires, correspondence, new accounts, prepare discretionaries for committee review. Assist in completion of projects, provide back up support for other associates. Communicate as needed with Wealth Management clients on behalf of Sr. Trust Officer. Who you are: Minimum 3 years of banking or administrative experience required. High School or GED required. 2 Year / Associate Degree preferred. Or equivalent work experience. High School or GED required. A valid Notary Public License will be required for this role. Candidates who do not currently hold a license but are willing and eligible to obtain one upon hire are encouraged to apply. Basic knowledge of trust administration. Skill in attention to detail. Ability to communicate orally and in writing, including correspondence requesting information and/or documents, forwarding information, and describing the status of situations. Skill in prioritizing work. Organizational skills. The ability to coordinate and the ability to follow through. Strong computer skills in Word, Excel, and other office applications. Ability to apply specialized software to accomplish. Travel required: 0-10% #LI-HJ1 Salary Range: $28.00 - $38.00 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.
    $28-38 hourly Auto-Apply 19d ago
  • Product Development Project Manager - Remote

    First American Bank 4.1company rating

    Elk Grove Village, IL jobs

    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. Responsibilities 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 55d ago
  • Care Center Representative (Call Center)

    Mechanics Bank 4.2company rating

    Irvine, CA jobs

    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: $21-25 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.
    $21-25 hourly Auto-Apply 13d ago
  • Lending Advisor Associate

    Mechanics Bank 4.2company rating

    Seattle, WA jobs

    Mechanics Bank is currently searching for a Lending Advisor Associate to join our team in one of the following offices: Walnut Creek, CA; Roseville, CA; Irvine, CA; or Seattle, WA. The Lending Advisor Associate participates on a team to support the Sr. Lending Advisor(s) as assigned, to provide sales, administrative process, and relationship management support. Position will focus on client contact, gathering information and/or documentations and interacting with processing, underwriting and closing teams. Manages the loan pipeline and completion of loan files from application through closing to ensure timely loan milestones and loan contingencies as well as the improve client experience. Lending Advisor Associate will act as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. This individual will learn and evolve their understanding and mastery of all opportunities to deepen relationships through cross- sell and knowledge of all lending products and partner capabilities. Building rapport with their Sr. Lending Advisor(s), cultivating relationships with clients, and establishing partner foundations will be essential to developing these opportunities. What you will do: * Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions. Act as a first level support function for the Sr. Lending Advisor and sales team to assist and support with any and all inquiries. * Responsible for assisting assigned Sr. Lending Advisors. Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected. Work on loan conditions alongside with Sr. Lending Advisors. * Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed. Facilitate effective communication between sales and operations teams. * Supports Sr. Lending Advisors and Sales team as necessary with customer contact to follow up on conditions, status on milestones, docs, funding's and closings. * Coordinates processes and follows through to completion of other lending related products and services, such as deposit accounts, trusts, treasury products, etc., as directed by the Mortgage Leadership team. Work on special projects and deliverables as directed by the Mortgage leadership team such as strategic initiatives and operational improvements. Who you are: * High School or GED required. Associate's Degree preferred; 5+ years of experience may be considered in lieu of degree * NMLS Required * Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems * Possess excellent human relations, communications and business writing skills. * Ability to work effectively without direct supervision. * Possess effective time management and organizational skills. * Demonstrates teamwork in facilitating workflow. High level of cooperation with others and is responsive to the Bank's needs. * Exemplary motivation, enthusiasm, professionalism and team skills. * Demonstrates excellent customer service skills. * Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. * Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. * Ability to travel between bank and customer locations and/or commute for training purposes. * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. * Ability to interpret a variety of instructions furnished in written, oral, or schedule form. * Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. #LI-DNI Hourly range: $27.00 - $35.00 Eligible for 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.
    $27-35 hourly Auto-Apply 20d ago
  • Pharmacy Contracts Agent - Remote or in-office in Midvale, Utah

    California Bank & Trust 4.4company rating

    Houston, TX jobs

    340BDirect, a business line of Procuity*, a rapidly growing healthcare technology company, is seeking a self-motivated Pharmacy Contracts Agent. The position is located remote or in-office in Midvale, UT. This position will assist with management of the contract lifecycle for our clients, including template setup, contract generation, facilitation of execution, maintenance, and termination. Pharmacy contract experience is crucial to this role. This position will assist with ensuring the accuracy, quality, and completeness of all contracts, contract configurations, and historical documents; create reports and monitor quality control checkpoints; and look for ways to drive automation and efficiency. This position will report to the VP of Contracting and will support and coordinate with multiple business areas. The successful candidate will have experience with handling pharmacy contracts, managed care contracts, or other contract background; be able to juggle multiple clients with multiple priorities, have a keen attention to detail while keeping the big picture in mind; have a proficiency for observation, accuracy, and error elimination, have a sense of business awareness, and have sound business ethics. Responsibilities: * Generate, review, refine, and facilitate execution of complex client contracts. * Assist with ensuring that contracts meet all compliance regulations, internal policies, and technical requirements. * Assist with managing the contract lifecycle from new contract requests, contract approval, contract maintenance, and contract termination. * Assist with coordinating contract environment set up for new customers and assist with maintaining existing contract environments for established customers. * Ensure that contractual records and documentation for all clients and projects are accurate and historically maintained. * Establish and maintain strong business relationships with internal and external stakeholders to effectively manage contract inquiries, issues, and disputes. * Assist with analyzing significant and/or unique contract requirements, special provisions, terms, and conditions to ensure compliance with appropriate laws, regulations, corporate policies, business unit procedure; validating findings with legal as required. * Assist with processing contract redlines. * Assist with evaluating contract performance with existing rates and models. * Maintain deadlines on deliverables and communicate on an ongoing basis with internal and external stakeholders about contractual issues. * Assist in identification, development, and implementation of new contract policy and processes. * Provide guidance to internal and external stakeholders on both routine and special projects and objectives relating to contract activity. * Convert contract documentation into technical specifications. * Perform other duties as assigned. Qualifications: * Professional experience in 340B, pharmacy, healthcare, or contract related. * Degree in Healthcare Administration, Business, or a related field preferred. * Experience with Pharmacy contract administration, maintenance, or management. * Knowledge of Pharmacy contract documentation, storage, and maintenance. * Must be a self-starter/self-motivated. * Highly organized, detail-oriented, and excellent internal and external customer service skills. * Good problem solving and internal/external customer relationship management skills. * Ability to thrive in a cyclical environment that will have fast-paced, high pressure times and low intensity, temperate times. * Ability to multi-task and communicate with all levels of the organization. * Good prioritization and effective communication skills, both verbal and written. * Ability to take initiative and make sound decisions. * A team player with strong business ethics. * Basic familiarity with MS Word; understanding of MS Excel, Access, Outlook, and Teams preferred. * Procuity is a division of Zions Bancorporation Website: 340bdirect.com 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, 15 days of Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 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 Pay (depending on experience and location): $55,000-$68,000
    $55k-68k yearly 10d ago
  • Sr. Universal Banker

    Mechanics Bank 4.2company rating

    Fresno, CA jobs

    Mechanics Bank is currently searching for a Sr. Universal Banker to join our team at our Fresno Branch. The Sr. Universal Banker performs the full range of new account transactions according to established procedures. Identifies and closes ethical and appropriate sales and service opportunities for Retail Banking consumer and business customers and prospects, including deposit and lending products, additional banking services and external products through approved partners according to procedure. Performs senior level transactions including, but not limited to, complex account type account opening, account maintenance, customer problem resolution and business lending package reviews. May support teller line transactions, including cash handling and other operational duties such as approving transactions and providing dual control support within the branch as needed. Highly knowledgeable in banking products and services, as well as full compliance will all banking regulations and internal policies and procedures. Delivers excellent customer service and is a significant contributor to the branch sales performance. What you will do: Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services. Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a retail branch. Promotes the full range of deposit and lending products and services that best meets the client's needs. Receives, processes and closes consumer loan and small business loan applications and reviews loan packages for required documentation. Clarifies to customer basic qualifications for the loan(s), rates, terms and conditions. Keeps customer apprised of loan application status. Assists customers with account maintenance, adoption of digital banking channels, and other complex account issues. Deepen relationships and resolve concerns presented by clients. Provides teller line support and performs routine teller transactions as needed. Responsible for maintaining and balancing a cash supply for transactions performed. Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevents clients from becoming victims of fraud. Escalates concerns to management for resolution. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers; reviews the work of others for compliance. May lead and direct the activities of Customer Service Representatives and other Universal Bankers. Who you are: High School Degree or GED required. Minimum of 2 years bank operations and sales experience required. Notary license preferred. Excellent interpersonal skills, attention to detail, and customer service. Ability to work independently and collaborate effectively as a team member. Ability to make decisions and review and approve other employee decisions. Extensive knowledge of Bank deposit products and services. Thorough knowledge of Bank's standard loan products. Knowledge of small business and consumer credit principles and practices. Extensive knowledge of alternative Bank services and products and vendor provided products. Ability to persuade, including the value and benefits of using the Bank's services and products. Knowledge of applicable Federal and State banking regulations. #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
  • Executive Account Director - Remote or In-office in Midvale, UT

    National Bank of Arizona 4.4company rating

    Houston, TX jobs

    Procuity, a subsidiary of Zions Bancorporation, is a health care technology company whose primary business focus is healthcare financial optimization. Today we deliver the industry's most powerful platform of tools and information designed to help pharmacies and others manage the risks and complexities of the 340B marketplace. With our deep and unique expertise in technology, data collection, and financial controls, our product 340BDirect offers simplicity, order, and transparency to each of our customers. As a company whose success is measured by individual customer performance, Procuity understands that quality is the one non-negotiable component of every solution we prescribe. We work in close partnership with each customer to solve business problems with decision-critical information through innovative software solutions, and professional guidance. This position can be remote or in-office in Midvale, UT. The ideal candidate for the Executive Account Director position will have the skills and experience necessary to: * Develop and execute targeted sales campaigns. * Identify potential customers via prospecting, cold calling and follows-up on all leads. * Perform remote product demonstrations. * Manage client issues and client relations. * Occasionally participate in various marketing events and activities. * Manage the entire sales process from prospect to close. * Communicate the company's value proposition to the marketplace. * Make recommendations regarding products to clients. * Perform other duties as assigned. Qualifications: * Requires a High School Diploma or equivalent and 2+ years of experience in inside sales, experience selling into the pharmacy industry, prospecting and targeting new business or other directly related experience. * A combination of education and experience may meet job requirements. * Prefer 340B or healthcare experience. * Working knowledge of inside sales, CRM systems including Salesforce, sales techniques and practices. * Must be a self-starter with positive attitude and a strong competitive drive. * Must have excellent interpersonal, organization, presentation, communication skills, both verbal and written and strong presence over the phone. * Ability to meet and exceed sales quotas. * Problem solving ability. * Represent the company in a professional manner. * Basic knowledge of various software programs such as: power point, word processing and spreadsheet programs. 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 Pay (depending on experience and location): $28.00-$33.65, base plus quarterly incentive
    $81k-115k yearly est. 60d+ ago
  • Product Development Project Manager - Remote

    First American Bank 4.1company rating

    Elk Grove Village, IL jobs

    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 2d ago
  • Care Center Representative (Call Center)

    Mechanics Bank 4.2company rating

    Walnut Creek, CA jobs

    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: $21-25 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.
    $21-25 hourly Auto-Apply 33d ago
  • Lending Advisor Associate

    Mechanics Bank 4.2company rating

    Walnut Creek, CA jobs

    Mechanics Bank is currently searching for a Lending Advisor Associate to join our team in one of the following offices: Walnut Creek, CA; Roseville, CA; Irvine, CA; or Seattle, WA. The Lending Advisor Associate participates on a team to support the Sr. Lending Advisor(s) as assigned, to provide sales, administrative process, and relationship management support. Position will focus on client contact, gathering information and/or documentations and interacting with processing, underwriting and closing teams. Manages the loan pipeline and completion of loan files from application through closing to ensure timely loan milestones and loan contingencies as well as the improve client experience. Lending Advisor Associate will act as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. This individual will learn and evolve their understanding and mastery of all opportunities to deepen relationships through cross- sell and knowledge of all lending products and partner capabilities. Building rapport with their Sr. Lending Advisor(s), cultivating relationships with clients, and establishing partner foundations will be essential to developing these opportunities. What you will do: Provide support to the Sr. Lending Advisor Team, by providing assistance with complex transactions. Act as a first level support function for the Sr. Lending Advisor and sales team to assist and support with any and all inquiries. Responsible for assisting assigned Sr. Lending Advisors. Monitor and manage loan pipeline, track progress and ensure timely loan milestones and loan contingencies are met and supporting documents are collected. Work on loan conditions alongside with Sr. Lending Advisors. Assist Sr. Lending Advisors by providing input and guidance in case of workflow uncertainties, clarify processes and procedures as needed. Facilitate effective communication between sales and operations teams. Supports Sr. Lending Advisors and Sales team as necessary with customer contact to follow up on conditions, status on milestones, docs, funding's and closings. Coordinates processes and follows through to completion of other lending related products and services, such as deposit accounts, trusts, treasury products, etc., as directed by the Mortgage Leadership team. Work on special projects and deliverables as directed by the Mortgage leadership team such as strategic initiatives and operational improvements. Who you are: High School or GED required. Associate's Degree preferred; 5+ years of experience may be considered in lieu of degree NMLS Required Proficient with: MS Office Suite applications systems; Encompass (LOS), and other mortgage lending-related systems Possess excellent human relations, communications and business writing skills. Ability to work effectively without direct supervision. Possess effective time management and organizational skills. Demonstrates teamwork in facilitating workflow. High level of cooperation with others and is responsive to the Bank's needs. Exemplary motivation, enthusiasm, professionalism and team skills. Demonstrates excellent customer service skills. Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. Ability to travel between bank and customer locations and/or commute for training purposes. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Ability to interpret a variety of instructions furnished in written, oral, or schedule form. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. #LI-DNI Hourly range: $27.00 - $35.00 Eligible for 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.
    $27-35 hourly Auto-Apply 20d ago
  • Pharmacy Contracts Agent - Remote or in-office in Midvale, Utah

    California Bank & Trust 4.4company rating

    Midvale, UT jobs

    340BDirect, a business line of Procuity*, a rapidly growing healthcare technology company, is seeking a self-motivated Pharmacy Contracts Agent. The position is located remote or in-office in Midvale, UT. This position will assist with management of the contract lifecycle for our clients, including template setup, contract generation, facilitation of execution, maintenance, and termination. Pharmacy contract experience is crucial to this role. This position will assist with ensuring the accuracy, quality, and completeness of all contracts, contract configurations, and historical documents; create reports and monitor quality control checkpoints; and look for ways to drive automation and efficiency. This position will report to the VP of Contracting and will support and coordinate with multiple business areas. The successful candidate will have experience with handling pharmacy contracts, managed care contracts, or other contract background; be able to juggle multiple clients with multiple priorities, have a keen attention to detail while keeping the big picture in mind; have a proficiency for observation, accuracy, and error elimination, have a sense of business awareness, and have sound business ethics. Responsibilities: * Generate, review, refine, and facilitate execution of complex client contracts. * Assist with ensuring that contracts meet all compliance regulations, internal policies, and technical requirements. * Assist with managing the contract lifecycle from new contract requests, contract approval, contract maintenance, and contract termination. * Assist with coordinating contract environment set up for new customers and assist with maintaining existing contract environments for established customers. * Ensure that contractual records and documentation for all clients and projects are accurate and historically maintained. * Establish and maintain strong business relationships with internal and external stakeholders to effectively manage contract inquiries, issues, and disputes. * Assist with analyzing significant and/or unique contract requirements, special provisions, terms, and conditions to ensure compliance with appropriate laws, regulations, corporate policies, business unit procedure; validating findings with legal as required. * Assist with processing contract redlines. * Assist with evaluating contract performance with existing rates and models. * Maintain deadlines on deliverables and communicate on an ongoing basis with internal and external stakeholders about contractual issues. * Assist in identification, development, and implementation of new contract policy and processes. * Provide guidance to internal and external stakeholders on both routine and special projects and objectives relating to contract activity. * Convert contract documentation into technical specifications. * Perform other duties as assigned. Qualifications: * Professional experience in 340B, pharmacy, healthcare, or contract related. * Degree in Healthcare Administration, Business, or a related field preferred. * Experience with Pharmacy contract administration, maintenance, or management. * Knowledge of Pharmacy contract documentation, storage, and maintenance. * Must be a self-starter/self-motivated. * Highly organized, detail-oriented, and excellent internal and external customer service skills. * Good problem solving and internal/external customer relationship management skills. * Ability to thrive in a cyclical environment that will have fast-paced, high pressure times and low intensity, temperate times. * Ability to multi-task and communicate with all levels of the organization. * Good prioritization and effective communication skills, both verbal and written. * Ability to take initiative and make sound decisions. * A team player with strong business ethics. * Basic familiarity with MS Word; understanding of MS Excel, Access, Outlook, and Teams preferred. * Procuity is a division of Zions Bancorporation Website: 340bdirect.com 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, 15 days of Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 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 Pay (depending on experience and location): $55,000-$68,000
    $55k-68k yearly 10d ago
  • Utility Universal Banker

    Mechanics Bank 4.2company rating

    Salinas, CA jobs

    Mechanics Bank is currently searching for a Utility Universal Banker to join our team at our Salinas Westridge 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 59d ago

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