Commercial Bank of California jobs - 44 jobs

Job Type: Full-time | Exempt | Hybrid Eligible Salary Range: $70,000 - $90,000 per year Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.8 billion in assets as of September 2025. We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive. As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking-one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that's redefining what it means to be a community-focused, relationship-driven bank that puts people over profits. Job Summary The Merchant Services Sales Representative is responsible for driving growth by acquiring new merchant services relationships within an assigned territory. This role focuses on building strong partnerships with small and medium-sized businesses, consulting with clients to identify payment solutions that meet their unique needs. The representative will present and sell merchant payment processing products-including credit card, ACH, check processing-and related hardware and software. In addition, the role involves collaborating with internal CBC teams to identify and fulfill broader banking needs, ensuring a comprehensive and client-focused approach. Success in this position requires strong financial acumen, exceptional communication skills, and the ability to develop lasting client relationships while meeting aggressive growth and service goals. Essential Duties and Responsibilities Acquire new merchant services relationships through prospecting external sources within the sales representative's assigned territory, as well as through referrals from internal CBC employees and teams. Consult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, ACH, and the corresponding hardware and software products with small and medium-sized businesses. Identify merchants' other banking needs and work with available CBC resources to deliver solutions that meet those needs. Prospect small and medium-sized businesses in the sales representative's assigned region to supplement bank referrals. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice. Complies with all CBC policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of CBC's clients and CBC. Minimum Qualifications Education Bachelor's Degree or equivalent experience (required) Work Experience 1+ years payments-related experience in a banking environment (required) 1+ years success in a client-focused environment with aggressive growth and service goals (required) Skills Strong financial acumen including the ability to read and understand financial statements. Exceptional negotiating and closing skills. Strong communication skills. Managing and nurturing client relationships by overseeing their accounts, identifying opportunities for growth, and ensuring clients receive tailored solutions to meet their business needs. Persuading and motivating clients and colleagues to adopt solutions or take actions that align with business goals, using effective communication and interpersonal skills. Core Competencies All CBC employees are expected to demonstrate CBC's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face-to-face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Benefits & Perks Competitive employer contribution to medical, dental and vision coverage 401k plan with employer match Flexible Spending Accounts (FSA) and Dependent Care Accounts Employee Assistance Program (EAP) Employer provided Calm subscription Employer provided mental health benefits through Teladoc Life, AD&D and disability insurance Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer Online discount program Tuition Reimbursement Program Join Our Team! Equal Employment Opportunity & Accommodations Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic. We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws. Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at ************ with the nature of your request and your contact information. Recruitment Policy Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California. We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated.

Summary: Central Operations Service Representative III: The Central Operations Service Representative III is responsible for regularly supporting all areas of the Central Operations department. Has the ability to perform all jobs in the Central Operations department. Supports the manager to write detailed procedures ensuring procedures follow all applicable rules and/or regulations. Works on special projects as assigned by the Central Operations Manager and promotes superior client relations to both internal and external clients. Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking rules and/or regulations. Summary: Central Operations Service Representative II: The Central Operations Service Representative II is responsible for supporting the Central Operations Department in ensuring the smooth operation of the department by performing a variety of Central Operation duties. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations. Qualifications: Central Operations Service Representative III: High school diploma or equivalent required Minimum 5 years of Central Operations experience in a bank or credit union Requires proficiency with Microsoft Office Suite including Word, Excel and Outlook and proficiency using 10 keys Ability to maintain regular attendance and work scheduled hours Qualifications: Central Operations Service Representative II: High school diploma or equivalent required Minimum 3-5 years of Bank Operations experience in a bank or credit union Intermediate proficiency with Microsoft Office Suite including Word, Excel and Outlook, and 10 keys required Ability to maintain regular attendance and work scheduled hours Essential Duties: Central Operations Service Representative III Reinforces the application of superior client service through their own example along with appropriate follow through with involved clients and employees Acts as an escalation point Communicates frequently with other departments and branch employees to resolve issues Identifies problem areas within procedures, processes, or individual workloads and reporting to Central Operations Manager. May process Regulation E claims, merchant disputes, collection items, order cash and debit cards, ATM Balancing, return mail, chargebacks, department certifications, CDARS, mobile deposit, wire transfer, NSF, non-post, stop payments, balance and review remote deposits, process check and ACH returns. Provide assistance for consumer and commercial online banking. Complete due diligence on inactive accounts and meet the State of California deadlines for dormant accounts May be the central point of contact for all legal processes received. Responsible for processing all legal actions, including Levies and Subpoenas, responding by deadline, and working with legal counsel if needed Possess the ability to perform all technical operational areas including but not limited to: ACH receiving and origination; incoming and outgoing wire transfers, and remote deposit capture Responsible for writing new operational procedures for the department Provide training within the department as needed Responds to inquiries or refers inquiries to the appropriate department or person and demonstrates the necessary follow through with clients and/or staff involved to ensure proper resolution Responsible for special projects as assigned; gathers data and prepares reports for Management, audits, and other personnel Assumes responsibility for various department functions as a primary backup in the absence of staff members or in overload situations or staff absences Responds to various moderately complex operational issues for internal and/or external customers Ensure that a professional image of the Bank is maintained both internally and externally Assist employees, clients, and vendors, by answering questions related to accounts, procedures, and services. Provide support for clients via the phone Assure attention to detail in all job functions to minimize risk May processes online account opening submissions, reviewing risk levels, coordinating with management and internal departments such as BSA and Compliance to decision onboarding Various call back duties, including file maintenance review Requires flexibility of schedule to accommodate the business need Perform routine clerical duties such as photocopying, filing, posting, and tabulating May processes online account opening submissions, reviewing risk levels, coordinating with management and internal departments such as BSA and Compliance to decision onboarding Prioritize, multi-task, and work effectively in a deadline-driven, fast-paced environment with daily fluctuating volumes Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the bank through outside activities Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: Central Operations Service Representative II: Responds to various moderately complex operational issues for internal and/or external customers May act as an escalation point Communicates frequently with other departments and branch employees to resolve issues May assist in identifying operational improvements Provide excellent client service to both internal and external clients Ensure that a professional image of the Bank is maintained both internally and externally Assist employees, clients, and vendors, by answering questions related to accounts, procedures, and services. Provide support for clients via the phone Assure attention to detail in all job functions to minimize risk Provide training within the department as needed May process Regulation E claims, merchant disputes, collection items, order cash and debit cards, ATM Balancing, return mail, legal process, chargebacks, department certifications, CDARS, mobile deposit, wire transfer, NSF, non-post, stop payments, balance and review remote deposits, process check and ACH returns. Provide assistance for consumer and commercial online banking Complete due diligence on inactive accounts and meet deadlines for dormant accounts May processes online account opening submissions, reviewing risk levels, coordinating with management and internal departments such as BSA and Compliance to decision onboarding Various call back duties, including file maintenance review Requires flexibility of schedule to accommodate the business need Perform routine clerical duties such as photocopying, filing, posting, and tabulating Prioritize, multi-task, and work effectively in a deadline-driven, fast-paced environment with daily fluctuating volumes Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the bank through outside activities Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities (Both): These roles have no supervisory responsibilities. Physical/Mental Demands & Work Environment (Both): The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.40-$27.50/hour DOE

The Vice President, Information Security is a senior-level role responsible for shaping and maintaining the Bank's cybersecurity posture. This position serves as a trusted advisor to the SVP, Information Security Officer and collaborates across business units, IT, Compliance, and Audit to ensure confidentiality, integrity, and availability of bank systems and data. With minimal supervision, the VP will lead strategic initiatives, oversee critical security platforms, and drive risk reduction efforts. The VP, Information Security is part of Poppy Bank's Information Security Team who proactively maintain our cybersecurity posture. This position will collaborate with business units and work closely with the Information Technology team, various departments, and a variety of vendors that supply the Bank's layered information security architecture. The incumbent is responsible for daily, weekly, monthly, and quarterly monitoring of information security events and the platforms that generate those events. Platforms include anti-phishing, vulnerability management, patch management, end-point protection, data-protection among others. The incumbent will work closely with a Managed Security Provider as some of the security platforms are outsourced to an MSP. The VP assists the ISO in responding to and mitigating threats across the organization. The incumbent will work closely with the Information Security Officer in evaluating emerging threats to the environment, adjusting the security posture accordingly. Researches, evaluates, and implements new cybersecurity platforms while optimizing existing solutions to enhance security effectiveness. The Information Security Team frequently collaborates across the organization in securely deploying new technologies and processes that support the business while protecting the Bank and its customers. The incumbent will serve as a liaison with the Bank's Compliance and Audit teams, ensuring close tracking of various audit and exam findings. Where division of duties permit, the incumbent will assist the Information Technology Team in various projects and tasks. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities include the following: Partner with SVP ISO to define and execute the bank's information security roadmap; evaluate emerging threats; serve as SME during audits and board reporting Develop and enforce security policies aligned with GLBA, FFIEC, NIST CSF; liaise with Compliance and Audit Oversee monitoring of security controls (email security, remote access, vulnerability management, endpoint protection, DLP); lead incident response; manage MSSP relationships Research and implement advanced security technologies (SIEM, CASB, EDR); drive vulnerability management; report metrics to leadership Mentor junior staff; assist in building a scalable security team Demonstrates a thorough understanding of junior-level responsibilities and provides hands-on support when needed to ensure continuity and team success Implements policies or procedures and tracks compliance throughout the organization with SVP review.Help coordinate audits and exams and track remediation efforts to conclusion Diagnose and research causes of security issues (e.g., misconfigured DNS records, exposed insecure protocols, use of known-vulnerable software, weak ciphers) Collaborate with IT to ensure new product deployments comply with security policies and standards Monitor and report on emerging cybersecurity threats and trends and provide recommendations to internal teams on how to mitigate risks Respond to security incidents and/or policy violations Track and report security metrics and efforts to the Information Security Officer and update the department at weekly Team meetings Identify risks and make recommendations to SVP for proactive preventative measures Perform scheduled software/hardware system checks & upgrades (may involve occasional after-hours work) Support Information Security Analyst with researching, installing, configuring, maintaining, and monitoring cyber security platforms as needed Maintains strong knowledge of the threat landscape and mitigation strategies Document internal processes and procedures related to duties and responsibilities Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: Currently, this position has no direct reports, but may in the future as the security program matures. Qualifications: Minimum 7+ years of progressive experience in information security, with at least 3 years in a leadership or senior advisory role Certifications: CISSP, CISM, CRISC strongly preferred Experience in regulated financial services environment desired Strong understanding of cloud security (AWS, Azure), network architecture, and endpoint protection Deep knowledge of security frameworks (NIST CSF, NIST 800-53, CIS Controls, MITRE ATT&CK) A BA/BS degree in Computer Science or related discipline; or an equivalent combination of experience and education. Proficient understanding of IT concepts and principles, including strong knowledge of networking, server management, firewall, SD-WAN, and virtualization technologies Understanding of the following technologies: PC's, laptops, printers, mobile devices such as Apple iPad, and other peripherals, networking, Active Directory, Exchange, Windows, Microsoft Office, anti-virus / anti-malware software Working knowledge of Windows 10, Server 2016, Server 2019, Office 2019, M365 Ability to prioritize and manage multiple tasks to meet deadlines Ability to interact with a wide range of internal staff members and external professionals, including consultants, vendors, auditors, technical staff, and others Intermediate level experience with creating technical documentation Experience of working in a fast-paced, team-oriented environment, with the ability to positively contribute to cross-functional teams Intermediate level knowledge of networking/security solutions including firewalls, IPS, SIEM, LAN/WAN, wireless, VPN, VLANs preferred The ability to learn quickly and adapt to changing requirements Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and frequent interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. The work environment is typically quiet to a moderate noise level. Travel: There will be occasional local, out-of-area, and overnight travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $125,000-$145,000 DOE

HelpDesk Technician Job Type: Full-Time | Non-Exempt | In Office Salary Range: $26.50 - $31.25 per year Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2024. We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive. As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking-one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that's redefining what it means to be a community-focused, relationship-driven bank that puts people over profits. Job Summary The Helpdesk Technician serves as the first point of contact for employees seeking technical support and is responsible for delivering exceptional customer service for company-supported computer applications and platforms. This role involves diagnosing and resolving technical issues, providing guidance on appropriate solutions, and ensuring timely follow-up. The technician also performs routine daily tasks, maintains documentation, and contributes to special departmental projects to enhance IT operations and user experience. Essential Duties and Responsibilities Provide technical assistance to employees in person, by phone, or email, ensuring timely and effective resolution of hardware, software, and mobile device issues. Install, configure, and maintain computers, printers, and peripherals; perform routine maintenance and repairs. Log and track help desk interactions, escalate urgent issues, and follow up to ensure complete resolution. Maintain system security, data integrity, and user access credentials; simulate and recreate user issues for troubleshooting. Assist in updating training materials and provide user training as needed. Support IT projects, prepare reports, and collaborate with vendors on upgrades and maintenance. Monitor and report recurring issues to management; stay current with system updates and industry trends. Maintain accurate inventory of desktop and printing equipment. Ensure compliance with Bank policies, procedures, and applicable regulations including BSA/AML and OSHA standards. Promote a respectful, inclusive, and ethical work environment aligned with the Bank's values and goals. Minimum Qualifications These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Associate's degree in IT or related field, or equivalent technical training and 2+ years of relevant experience; Bachelor's degree preferred. Basic knowledge of IT operations, hardware/software troubleshooting, and network support. Familiarity with banking industry compliance and security standards is a plus. Strong communication skills with the ability to explain technical concepts clearly. Proficient in Microsoft Office, desktop applications, and mobile device platforms. Strong organizational, time management, and problem-solving skills. Ability to work independently and manage multiple tasks effectively. Valid driver's license and reliable transportation may be required. Benefits & Perks Competitive employer contribution to medical, dental and vision coverage 401k plan with employer match Flexible Spending Accounts (FSA) and Dependent Care Accounts Employee Assistance Program (EAP) Employer provided Calm subscription Employer provided mental health benefits through Teladoc Life, AD&D and disability insurance Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer Online discount program Tuition Reimbursement Program Equal Employment Opportunity & Accommodations Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic. We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws. Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at ************ with the nature of your request and your contact information. Recruitment Policy Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California. We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated.

Talent Acquisition Specialist Job Type: Full-Time | Non-Exempt | Hybrid Eligible Salary Range: $60,000 - $85,000 per year Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2024. We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive. As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking-one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that's redefining what it means to be a community-focused, relationship-driven bank that puts people over profits. Job Summary The talent acquisition specialist role is instrumental in identifying and attracting top-tier talent to support our growing Northern California branch network and regional operations. The talent acquisition specialist brings deep understanding of the local talent landscape, a passion for community engagement, and a proven ability to build strong partnerships with hiring managers and community organizations. As a key ambassador of developing our employer brand, this position will play a vital role in shaping a diverse and high-performing workforce that reflects the communities we serve. This position will play a critical role in shaping a workforce that reflects the communities we serve, bringing our core values to life through every hire. Essential Duties and Responsibilities Lead full-cycle recruitment for commercial banking, lending, technology, payments and operational roles across the Northern California/San Francisco Bay Area region. Partner with hiring managers to understand workforce needs, develop tailored sourcing strategies, and deliver high-quality candidate pipelines. Source talent proactively through job boards, social media, employee referrals, and community partnerships. Champion the candidate experience by ensuring timely communication, transparency, and professionalism throughout the hiring process. Represent the bank at local job fairs, career expos, and community events to promote our employer brand and build talent pipelines. Maintain accurate records in the applicant tracking system (ATS) and ensure compliance with all employment laws and internal policies. Other duties as assigned Minimum Qualifications Minimum of 2-4 years of recruiting experience, preferably with high touch customer service experience with proven ability to source candidates able to provide a white glove customer experience. Experience in banking, financial services, or community-based organizations a plus. PHR or SHRM-CP certification completed or actively working toward the certification a plus. Strong knowledge of the Northern California/San Francisco Bay Area labor market and regional hiring trends. Strong experience in employer branding. Demonstrates a positive and professional demeanor. Able to exemplify and promote expectations for exemplary customer service delivery and commitment to core values and corporate culture. Key strengths are flexibility, fantastic communication skills and huge amounts of drive. Must be a team player with a proven ability to solve problems, follow-up in a timely manner, and recommend new approaches, policies and procedures to effect continual improvements. Responds to issues and concerns with a sense of urgency. Strong knowledge of all full life cycle recruiting components, including sourcing, qualifying, networking and assessing candidate skills. Able to utilize technology and all sources to promote positions. Must be able to maintain a high level of confidentiality. Proficiency with ATS platforms and sourcing tools (e.g., LinkedIn Recruiter, Indeed, etc.) Benefits & Perks Competitive employer contribution to medical, dental and vision coverage 401k plan with employer match Flexible Spending Accounts (FSA) and Dependent Care Accounts Employee Assistance Program (EAP) Employer provided Calm subscription Employer provided mental health benefits through Teladoc Life, AD&D and disability insurance Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer Online discount program Tuition Reimbursement Program Equal Employment Opportunity & Accommodations Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic. We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws. Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at ************ with the nature of your request and your contact information. Recruitment Policy Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California. We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated.

The Branch Manager is responsible for the administration and efficient daily operation of a full-service bank branch including operations, client service, product sales, and security and safety in accordance with the Bank's objectives. This position is expected to work in office. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities include the following: Management Activities Hires and develops quality staff ensuring proper skills and staffing levels to ensure the highest level of customer service Regularly (at a minimum monthly) meets one-on-one with each direct report to determine team needs and career goals. Conversations should be documented for coaching opportunities Ultimately responsible for ensuring that all staff are trained in sales and service techniques Promotes core deposit growth through creation and management of in branch sales promotions Monitors branch trends via daily review of the Vital View Dashboard to monitor deposit base, transaction counts, cost of funds; ensures the staff is aware of the branch progress via staff meetings white boards, etc. Also investigates and follows up on significant changes in branch status of existing customers. Informs the VP Area Manager of potential issues Ensures effective communication to staff regarding items communicated in Branch Manager meetings and any implementation of policy and procedure changes as approved by Senior Management; also, schedules and conducts any necessary training for staff to ensure all staff members are aware of changes Quickly resolves issues of non-performance including termination in accordance with Poppy Bank policies and procedures Conducts annual performance and compensation reviews for direct reports Maintains knowledge of security and safety policies and strictly adheres to established procedures; and ensures branch staff is properly trained and made aware of any changes to the branch's plan and procedures Operational Activities Communicates goals to staff regarding the overall profitability of the branch; implements costs controls, income generation, and branch marketing efforts; monitors expenses to ensure compliance with budget. Partner with Branch Operations Officer/Branch Operations Specialist in the completion of monthly Certification packages, and review for completeness prior to submission Ultimately accountable for branch performance on audits and compliance with established bank operating procedures and practices Ensures operational quality control based on published procedures and initiates corrective actions; ensures that the branch is following established Bank policies, procedures and state and federal regulations Participates and directs day to day operations for the branch; approves large deposits and withdrawals; reviews and approves daily reports according to published procedures Reviews NSF and overdraft reports for the branch and approves or declines such exceptions within established limits in the Transaction Approval Authority matrix Customer Service/Retention Activities Enforces superior customer service through example along with periodic meetings and presentations on this topic. Manages the branch mystery shops and provides coaching to accomplish the branch goal Creates a warm, welcoming, and friendly experience for all customers and employees. Models' exemplary customer service qualities demonstrating a positive, can-do attitude and customer first culture Actively manages client issues before they escalate to senior management. Manages processes, solves, and answers complex business and consumer account transactions, i.e., is proactive Works with staff to generate ways to pleasantly surprise customers, differentiating the bank from competitors Assists customers with account servicing needs and resolves difficult customer issues with diplomacy May function in any branch capacity and serves as a resource for complex account servicing needs Sales Leadership Develop and execute sales strategies, relationship building and community strategies that are aligned with the branch's goals. Strategies include but are not limited to outbound/appointment calls, in person meetings, business networking and participation in branch and community events Research branch market area to create and implement effective sales techniques which will generate additional new accounts and new deposits Develop and coach branch team sales skills while ensuring high product knowledge Ensure branch team is actively profiling customers to understand their complete financial picture and to identify opportunities to deepen and grow relationships Implement tactical plans to actively call on new and prospective customers, exploring needs and cross-selling bank products and services Work closely with Area Manager and SVP Regional Sales Manager to partner in joint marketing plans and cross-selling efforts Refer small business credit opportunities and work with the loan department to facilitate application process Coaches team to participate in initiating quality referrals Community Relations Activities Promotes the Bank's CRA policies and programs; participates in various professional, civic and community activities; as needed, forwards all related documents, comments, or requests to the CRA Officer Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Supervisory Responsibilities Expected to manage 2 or more branch employees Provide ongoing operational guidance, training, and development to all staff members Responsible for regularly assessing all staff member performance, addressing performance management situations, and completing Mid-year and/or Annual Evaluations Actively assist in managing employee schedules and confirming accurate timecards Qualifications Proven sales ability and documented branch growth Minimum of 7 years in a branch environment Minimum of 5 years branch management experience Minimum of 3 years management of complex business and consumer accounts Excellent interpersonal, verbal, and written communication skills Leadership and experience in teamwork (or team building) and customer service Experience in hiring, training, coaching and performance management of employees Active involvement in business related local community organizations (i.e., Rotary, Chamber of Commerce, etc.) Notary Public preferred Must be proficient using Word, Excel and Outlook applications and banking programs Requires the ability to work flexible hours in some cases beyond scheduled hours Current California driver's license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $74,880-$107,525 DOE

The Accounting Specialist provides support to the Accounting Department by performing a wide range of accounting functions. These duties consist of but are not limited to posting journal entries, preparing financial statements, maintaining accounting and performing reconciliation/certifications over accounts. Additionally, the Accounting Specialist will be responsible for preparing reports throughout the month ensuring accurate financial information. This position requires that the individual work in office. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities: Assists in preparation of ALCO/Board Reports and other Regulatory Reports when needed Performs the weekly regulatory reporting Calculates and posts monthly expense accruals Assists and performs year-end tax forms including property tax and sales/use tax returns. Completes daily reconciliation of the general ledger accounts which are maintained by other departments within the bank. Researches and resolves any reconciling differences, ensuring that all items are cleared within established timeframes Completes monthly certification of assigned general ledger accounts, including those maintained by the Accounting Department and other departments within the bank. Researches and resolves any reconciling differences, ensuring that all items are cleared within established timeframes Coordinates the Bank's guaranteed loan purchase and investment portfolios Assists employees and vendors, by answering questions related to accounts, procedures, and services Monthly reconciliations of payroll accounts and bi-weekly posting of the payroll journal entries Weekly processing of backup withholding payments Processes quarterly holding company payments Processes monthly rent payments Prepares Daily Liquidity & Financial report including significant variance research and explanation Coordinates the Bank's purchased SFR-Rocket portfolio. Also responsible for calculating and posting monthly interest accruals and processing and tracking interest receivables/receipts. Supports the Assistant Controller and Controller in performing other various accounting and reporting duties as needed Perform investment accounting functions Backup for reconciliations, accounts payable processing, and other duties as needed. Assisting with research, filing, data entry, and recording and maintaining accurate and complete financial records Handling sensitive or confidential information with honesty and integrity Learning how to work as part of the accounting team to compile and analyze data, track information, and support the company or clients Assumes additional tasks and special projects to broaden knowledge of accounting practices and office operations Performs routine clerical duties such as photocopying, filing, posting, and tabulating Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: None Qualifications: Minimum of two years' experience in Accounting Bachelor's degree in Accounting, Finance, or Business Administration or equivalent combination of education/experience desired Basic understanding of accounting and financial principles Advanced Excel skills required Aptitude for math, proficiency with computers Strong verbal and written communication skills Strong analytical skills with experience in measuring and improving processes to meet department and/or organization goals. High level of efficiency, accuracy, and responsibility Motivation and a strong desire to take on new challenges and learn as much as possible Demonstrated ability to work both independently (self-directed) and with others as part of a team. Ability to work scheduled full-time hours and maintain regular attendance. Ability to multi-task and prioritize assignments. Attention to detail is required with a proven ability to research and analyze financial results. Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $27.00-$31.90/hour DOE

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR II: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$28.60/hour DOE

This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below. Summary for Both Positions: Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities for Both Positions Include the Following: Schedules branch staff to ensure appropriate branch coverage Works with staff to ensure a positive customer experience Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures Ensures Branch Certification package is accurate and complete Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits Informs and advises clients of resolution on account disputes and other account activity Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance Reviews new account openings for adherence to published procedures and regulatory requirements Answer phones and handles escalated customer service concerns Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Branch Operations Officer Sales Responsibilities: Actively leads team in implementation of sales programs to generate targeted branch deposit growth Evaluates needs of potential clients and offers appropriate financial products and services Works closely with Branch Manager on business customer prospecting / business development, including outside calling Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business Generates new business to assist in meeting established profitability goals Assists with promotional activities as needed Branch Operations Specialist Leadership/Service: Provide ongoing operational guidance, training, and development of staff Recognizes staff for exceptional customer service, sales, and operations Actively engages staff to cultivate and encourage professional development Works with Branch Manager to set team goals and assist with promotional activities Actively listens to clients and maintains a friendly, positive, professional attitude Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility Partners with Branch Manager in customer retention activities Evaluates needs of potential clients and offers appropriate financial products and services Branch Operations Officer Leadership/Service: Provide ongoing operational guidance, training, and development of staff Recognizes staff for exceptional customer service, sales, and operations Actively engages staff to cultivate and encourage professional development Works with Branch Manager to set team goals and motivates staff to success Actively listens to clients and maintains a friendly, positive, professional attitude Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility Partners with Branch Manager in customer retention activities Branch Operations Specialist Supervisory Responsibilities: Expected to manage up to 2 branch employees Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations Actively assist in managing employee schedules and confirming accurate timecards Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time Approves transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager with various assigned duties Supports in client situations in the absence of the Branch Manager Branch Operations Officer Supervisory Responsibilities: Expected to manage up to 5 branch employees Provide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staff Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations Manage employee schedules and confirm accurate timecards Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Manages all client matters in the absence of the Branch Manager Branch Operations Specialist Qualifications: Minimum of 5 years banking experience Minimum of 2 year's supervisory experience Minimum 2 years of operations experience Must be proficient using Word, Excel and Outlook applications and banking programs Notary Public preferred Branch Operations Officer Qualifications: Minimum of 8 years banking experience Minimum of 4 years supervisory experience Minimum 4 years of operations experience Must be proficient using Word, Excel and Outlook applications and banking programs Notary Public preferred Physical/Mental Demands & Work Environment for Both Positions: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $24.00-$38.61/hour DOE

Depending on experience, you could be the next Treasury Management II or III. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Treasury Management Operations Support III: The TM Operations Support III is a lead role within the TM Operations Department requiring a proficient level of knowledge of all TM services. As a lead role, requires daily mentoring and support of the TM Operations Support level I & II. The TM Operations Support III is responsible for supporting the Treasury Management Services department by ensuring all operational activities run smoothly and efficiently; supports business development officers with the onboarding of complex commercial clients; accompanies front line staff on customer calls, possesses advanced level of knowledge of all treasury management services, including but not limited to RDC, ACH, Positive Pay, and Wires & Cash Management tools and vendors. This position supports clients by maintaining strong internal communication, client relations, while working alongside the BDOs' through the complete sales cycle, including but not limited to onboarding & training. Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Summary: Treasury Management Operations Support II: The TM Operations Support II, is responsible for supporting the Treasury Management Operations Department by ensuring all operational activities run smoothly and efficiently; supports TM business development officers and front line staff with presenting analysis proformas and treasury services, which requires intermediate level of knowledge of all treasury services, including but not limited to remote deposit capture, ACH, positive pay, lockbox, and wires; and leads the onboarding process of new commercial clients. The incumbent is responsible for maintaining positive client relations and works directly with prospects and clients during onboarding, training, and continued support ensuring client retention. Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Qualifications: Treasury Management Operations Support III: Requires minimum of 3-5 years' experience in Treasury Management Services or banking operations with a focus on the processing and operations of the Treasury Management Service products Requires minimum of 1 year of experience providing training and mentoring within TM operations Preferred ACH Accredited Professional certificate or to be obtained no later than the end of the first year of employment Experience with Weiland, Fiserv, and Q2 is preferred Excellent presentation and communication skills, both written and verbal Excellent organizational and time management skills with proven ability to prioritize and manage workload Strong leadership and interpersonal skills; presents a positive and professional image Proficient in providing technical level support Proficient in Microsoft Office Suite including Word, Excel, and Outlook Ability to multi-task in a fast-paced environment Qualifications: Treasury Management Operations Support II: Requires minimum of 2-3 years' experience in Treasury Management Services or banking operations with a focus on the processing and operations of the Treasury Management Service products Preferred ACH Accredited Professional certificate to be obtained no later than the end of the first year of employment Excellent presentation and communication skills, both written and verbal. Excellent organizational and time management skills with proven ability to prioritize and manage workload Excellent customer service and relationship management Strong leadership and interpersonal skills; presents a positive and professional image. Proficient in providing technical level support Proficient in Microsoft Office Suite including Word, Excel, and Outlook Ability to multi-task in a fast-paced environment Essential Duties: Treasury Management Operations Support III: Ensures accurate and timely completion of all operational responsibilities involved in onboarding TM clients Support clients in ensuring streamlined progression of the onboarding process Ensures the delivery of exceptional customer service to both clients and partners such as the branches, departments, and business development officers Leads trainings on Treasury Management Service products and procedures to clients and assist with training internal staff, including being present at branch meetings, if needed Reviews complex, multi-entity commercial clients bank statements to identify client needs and further opportunities Involved in onboarding of smart safe and armored carrier prospects May be required to support TM Operations Support level I & II through initial and continued training on education of department processes, compliance with policies and procedures Support in training TM Operations Support Level I & II Works closely to support Business Development Officers in providing high level of customer service to new and existing commercial clients Goes on site for client visits with Business Development Officers and branch staff, when appropriate Ability to take detailed notes when communicating with clients to then address all needs in a timely manner Identifies inefficiencies and responsible for completion of assigned projects Assists in audit preparation Assists in writing procedures Proficient in the functionality of all platforms, including but not limited to Fiserv DNA, Q2 Console, ETMS, Centrix PIQs, and Weiland Monitor and track the operational aspect of the sales cycle from Presented Proformas through onboarding, ensuring accuracy Stays apprised of new developments and updates to the bank's Treasury Management Services Use proficient knowledge in identifying risk prevention processes and tasks, as well as identify solutions Ensures client files are complete and in compliance Ability to complete tasks, including but not limited to armored carrier deposits, RDC processing and reconciliation, ACH processing and reconciliation, ACH incoming returns, ACH pass thru deposits, positive pay exceptions, incoming check return notifications. Ability to complete monthly and quarterly department reports and checklist items. Ability to process third party vendor fees. Provide leadership in managing and creating custom reports in CRM BI. Reviews the TM tracking log submitted by the TM Operations Support II for accuracy, completeness, and work with Business Development Officers to ensure the log captures all clients and entities. Review and ensure the timely completion of monthly and quarterly checklist items Review and approve alongside TM Operations Manager daily reconciliations and ensure outages are handled in a timely manner Responsible for the management and oversight of the TM Services email inbox and voicemail to ensure exceptional customer service & timely responses Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: Treasury Management Operations II: Ensures accurate and timely completion of all operational responsibilities involved in onboarding treasury management service clients Ensures the delivery of exceptional customer service to both external clients and internal partners such as the branches and business development officers Actively involved in cross training to ensure support for clients and continued movement in the onboarding processes are maintained regardless of staffing Ability to complete tasks, including but not limited to armored carrier deposits, RDC processing and reconciliation, ACH processing and reconciliation, ACH incoming returns, ACH pass thru deposits, positive pay exceptions, incoming check return notifications Ability to complete monthly and quarterly department reports and checklist items. Process third party vendor fees Writes custom reports in CRM BI Reviews bank statements to identify client needs and create proformas to assist in proposals to commercial clients May go on site for client visits with Business Development Officers and branch staff, when appropriate Ability to take detailed notes when communicating with clients to then address all needs in a timely manner Ensures the collection of necessary business documents and agreements, when applicable, are received in a timely manner Leads trainings on Treasury Management Service products and procedures; ensures clients are educated on applicable rules and regulations Support clients and ensures continued progression of the onboarding process Works closely with Business Development Officers in providing a high level of customer relations and service to business customers Analyzes account activity data to risk rate ACH and remote deposit clients on a periodic basis; identifies any account activity issues or recommendations for limit updates Stays apprised of new developments and updates to the bank's Treasury Management Services Ensures client files are complete and in compliance; maintain documentation within client files to track updates to relationships and/or services Reviews and responds to Client Interest Forms for Treasury Management Services Updates balances and new accounts monthly in the TM Tracking Log and ensures the proformas and operational tracking log portions are kept up to date; must submit to TM Operations Support III for review in a timely manner Manages the TM Services email inbox and voicemail to ensure exceptional customer service Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities (Both): These roles have no supervisory responsibilities. Physical/Mental Demands & Work Environment (Both): The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . Poppy Bank Notice to Applicants CCPA & CPRA Salary Description $22.95-$31.90/hour DOE

Job Type: Full-Time | Non-Exempt | Remote Eligible Salary Range: $40 - $46 per hour Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2024. We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive. As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking-one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that's redefining what it means to be a community-focused, relationship-driven bank that puts people over profits. Job Summary Under moderate supervision and reporting to the Loan Documentation Team Lead, the Loan Documentation Specialist is responsible for preparing and reviewing loan documentation for the Bank's commercial, real estate, and consumer loan portfolios. This role primarily utilizes the LaserPro loan documentation system to generate accurate and compliant documents for basic to moderately complex loan transactions. The specialist ensures all documentation aligns with credit approvals, adheres to the Bank's credit policies, and complies with applicable laws and regulations. Essential Duties and Responsibilities Analyze entity documentation for borrowers, guarantors and collateral grantors to verify good standing and to ensure loan documents are properly prepared and authorized. Verify that all approved loans conform to the Bank's policies and all pertinent governmental laws and regulations. This includes verifying that all Credit Authorizations evidence appropriate approval levels based on the customer's total commitments, loan amount and loan type. Interact with appropriate lending unit personnel and review the approved Credit Authorization to determine the loan documentation requirements. Prepare loan documents based on loan due diligence and the approved Credit Authorization, primarily using the LaserPro loan documentation preparation system. Assist with ordering title policies. Assist with ordering flood determinations. Support coordination of the issuance of all trade Letters of Credit via correspondent banking relationships. Accountable to understand and ensure regulatory and policy compliance with state and federal requirements including the following (but not limited to) Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending and all applicable bank and government regulations. Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Perform other duties as assigned. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational core values; accepts responsibility for own actions. Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations; adheres to Bank Secrecy Act (BSA) and Anti-Money Laundering Act rules and regulations. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Minimum Qualifications These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Education/Training/Experience: Required: High School Diploma; and minimum 3 years related experience in loan documentation preparation and closing, or equivalent combination of education and experience. Must be well versed in all lending laws and regulations and LaserPro documentation software Desirable: Experience in all phases of documentation preparation with emphasis on commercial and real estate lending. Knowledge: Good working knowledge of personal computers and software Proficient in the use of LaserPro documentation software Basic knowledge of loan accounting systems, functions, and procedures Bank marketing, operations and other daily banking functions to maintain understanding of customer management and product delivery in general Banking laws, policies and procedures, service, and credit products General accounting and mathematics Abilities: Detail oriented, able to multi-task and highly organized Able to read and comprehend legal documents, procedure manuals and governmental regulations and apply same to job responsibilities as needed. Enter data in personal computer, use a calculator; operate telecommunications equipment and other office equipment. Use word processing, spreadsheet, graphics, and database software applications, as well specialized financial systems software Plan, organize and prioritize tasks to meet deadlines Analyze and solve work problems Follow oral and written instructions Communicate effectively with co-workers, consultants, regulators, and other parties. Prepare clear and concise reports and other documentation and correspondence Benefits & Perks Competitive employer contribution to medical, dental and vision coverage 401k plan with employer match Flexible Spending Accounts (FSA) and Dependent Care Accounts Employee Assistance Program (EAP) Employer provided Calm subscription Employer provided mental health benefits through Teladoc Life, AD&D and disability insurance Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer Online discount program Tuition Reimbursement Program Join Our Team! Equal Employment Opportunity & Accommodations Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic. We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws. Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at ************ with the nature of your request and your contact information. Recruitment Policy Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California. We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated.

Job Summary: The Compliance Analyst's role is to support the BSA & Compliance Officer and assist in the implementation and maintenance of the bank's compliance program. You will be responsible for monitoring and analyzing regulatory requirements, internal policies, and industry standards to ensure the bank operates in adherence to applicable laws and regulations. Your primary focus will be on conducting compliance reviews, assessing risk, and providing recommendations to enhance the bank's compliance framework, including advertising and disclosure reviews, and CRA-related activities. Job Functions: Compliance monitoring and assessment: Monitor and analyze regulatory changes, industry trends, and internal policies to assess their impact on the bank's operations. Evaluate the bank's compliance with applicable laws, regulations, and internal policies through periodic reviews and assessments. Compliance reporting and documentation: Assist in the preparation and submission of compliance reports to senior management and regulatory authorities. Maintain comprehensive and accurate compliance documentation, including policies, procedures, reports, and records of monitoring activities. Risk assessment and mitigation: Conduct risk assessments to identify potential compliance risks associated with the bank's activities, products, and services. Collaborate with the BSA & Compliance Officer and management to develop strategies and controls too mitigate identified risks. Compliance reviews and audits: Perform compliance reviews and audits to assess the effectiveness of the bank's compliance program. Identify areas of non-compliance or potential weaknesses and provide recommendations for improvement. Regulatory research and analysis: Stay updated on changes in laws, regulations, and industry guidelines relevant to the bank. Conduct research and analysis to interpret regulatory requirements and assess their impact on the bank's compliance obligations. Training and awareness: Support the development and delivery of compliance training programs for bank employees. Assist in raising awareness of compliance policies, procedures, and regulatory requirements throughout the organization. Qualifications: Bachelor's degree in business administration or related field preferred. Relevant certifications or coursework in compliance or a related discipline are a plus. Knowledge of banking regulations, such as anti-money laundering (AML), Bank Secrecy Act (BSA), Know Your Customer (KYC), and Consumer Financial Protection Bureau (CFPB) regulations. Experience working in a compliance or risk management role within the banking industry or a financial institution is preferred. Familiarity with compliance frameworks, risk assessment methodologies, and internal control systems. Strong analytical skills, with the ability to interpret and apply regulatory requirements to practical solutions. Excellent attention to detail and the ability to interpret and apply regulatory requirements to practical solutions. Strong communication skills, both written and verbal, to effectively communicate compliance requirements and recommendations. Proficiency in using compliance software and tools to assist in monitoring and reporting. Ability to work independently, manage multiple priorities, and meet deadlines. Ethical conduct and commitment to maintaining the highest standards of integrity and professionalism. About CommerceWest Bank- Within an intelligently organized framework, we will provide flexibility, creating a complete, safe and sound banking experience for each client, servicing owners, their key executives and catering to their specific business and individual banking needs. We work to accommodate our clients, rather than force our clients to accommodate us. By employing a strategically selected team of experienced professionals, we carefully shepherd the assets with which we are entrusted. Join our dynamic team of professionals and enjoy catered lunches, fun employee events, AND 100% paid benefits for you and your children! "Bank on The Difference"

Job Summary: Under the direction of the Treasury Management Manager the Treasury Management Officer's primary responsibility is to support the Bank's clientele with the Treasury Management needs and provide support for Online Banking, ACH Electric Wire Originations, Lockbox, Debit Card Orders, Bill Pay, Opening New Accounts, Cas Vault Services, RDS and Credit Cards. This position is highly involved in external client support calls in answering questions and problem resolution of the Bank's Treasury Management products and services. Qualifications: A minimum education level of a High School diploma. College degree preferred. 4-5 years of general banking exp., including Treasury Management Support and knowledge and experience with bank core processing software. Possess exceptional organizational skills and the ability to multitask. Knowledge of financial institution policies and procedures Ability to maintain a high degree of confidentiality and professional demeanor. Excellent verbal and written communication skills. Ability to communicate effectively with all levels of personnel with strong presentation skills. Proven microcomputer skills. Must be proficient in Word and Excel. Well organized, flexible and follow the Banks Core Values Able to work independently and with minimal supervision. What we offer: Competitive salary 100% company- paid health insurance for you and your dependents, including supplement benefits (Life, AQD&D, LTD) 401k company matches dollar for dollar for the first 6% Perks at work program (Discounts to food, shopping, theme parks, movie tickets, travel, gym membership, concerts and sporting events) and Flexible Spending Account Stocked employee lounge with snacks, gourmet coffee and tea station with a recently updated modern kitchen and appliances. Great culture, generous paid time off, holidays, fun office events, monthly luncheons, business casual environment and so much more!

Model Risk Analyst Job Type: Non-Exempt | Full Time | Hybrid Eligibility. Salary Range: $65,000 - $80,000 per year* Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2024. We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive. As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking-one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that's redefining what it means to be a community-focused, relationship-driven bank that puts people over profits. Job Summary The Model Risk Analyst is responsible for the execution of key model governance activities, a vital component of the Bank's model risk program. The position requires developing, maintaining and operating tools in support of required model governance activates including model inventory maintenance, validation finding workflows, model owner attestations, and model risk reporting. The Model Risk Analyst will also be responsible for ensuring business processes related to models are followed; documenting and presenting observations, tracking remediation progress; coordinating model validations projects, and preparing reporting dashboards. The individual utilizes excellent communication skills, both written and verbal, to communicate complex issues in a simple manner to management, executives, committees and the Board. Essential Duties and Responsibilities Own the implementation and ongoing maintenance of tools supporting the Bank's model risk management program. Develop and manage a centralized framework for model inventory, including associated documentation, performance metrics, and findings. Enable model owners to access and maintain up-to-date information on their models, including documentation and monitoring metrics. Produce executive and Board-level reports to support model risk oversight and decision-making. Lead the identification and monitoring of User Developed Applications (UDAs). Support the execution of the model control framework, including model identification, risk rating, issue tracking, remediation, and ongoing monitoring. Design and manage the quarterly model attestation process, ensuring coordination with model owners and accuracy of inventory data. Oversee workflows related to model validation findings, including issuance, tracking, reporting, and remediation. Monitor and report on model Key Risk Indicators (KRIs), including dashboard creation and risk reporting. Manage relationships with third-party vendors conducting model validations on behalf of the Bank. FDICIA Control Testing Support Provide support for FDICIA testing activities, particularly in areas such as ITGC Controls, Risk Control Matrices, and Entity Level Controls. Perform additional duties as assigned to support the Bank's internal control and compliance framework. Minimum Qualifications These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor's degree in risk management, Business Administration, or a related field and 10+ years of experience in risk management, audit and banking. • Advanced degrees (e.g. MBA) and/or job-related certifications are preferred but not required. • Must have strong underlying knowledge of regulatory frameworks within federally insured depository institutions. • Experience: Prefer 2 years' experience in Finance, Risk, Accounting. Experience with Model Risk Management programs a plus. Experience maintaining large data sets and Risk Reporting. Experience with GRC tools is a plus • Skills/Ability: Strong data manipulation and management skills (Excel, SQL). General knowledge of banking products. Strong analytical and reasoning skills. Good verbal and written communication skills. • Strong interpersonal, oral and written communication skills and the ability to partner with business owners as a risk and compliance subject matter expert for their business cases and / or other project related matters to Senior Management. Benefits & Perks Competitive employer contribution to medical, dental and vision coverage 401k plan with employer match Flexible Spending Accounts (FSA) and Dependent Care Accounts Employee Assistance Program (EAP) Employer provided Calm subscription Employer provided mental health benefits through Teladoc Life, AD&D and disability insurance Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer Online discount program Tuition Reimbursement Program Join Our Team! Equal Employment Opportunity & Accommodations Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic. We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws. Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at ************ with the nature of your request and your contact information. Recruitment Policy Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California. We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated. * Please note: The actual base pay within this range will be determined by a variety of factors, including-but not limited to-your relevant experience, skills, qualifications, and other job-related considerations.

Responsible for making and servicing all types of business and individual loans and lines of credit. Develops strategic plans to establish business operating and depository accounts with the Bank. Engages with existing customers to retain business and promote additional Bank services. Provides financial counsel to current and prospective customers. Represents the Bank at civic and community functions to enhance its image and develop additional business. Builds a significant referral network to support deposit and loan relationships with CBC. DUTIES: Solicit new relationships through various channels for deposit and loan opportunities. Recognize and act on customer prospects; cross-sell opportunities with existing customers. Review appraisal, environmental, and title reports to determine reliability and support for credit requests. Actively participate in the Bank's Business Development Program. Enhance the Bank's image and recognition in the business and professional community. Collaborate with staff in structuring, analyzing, and approving commercial business loans. Promote a team atmosphere and coordinate with other personnel in managing shared account relationships. Manage production goals and control income and expenses. Make decisions on administrative and operational matters related to deposits and lending. Complete weekly updates of the Pipeline Report to ensure accurate tracking and status of lending deals; monitor loan portfolio and ticklers. Track monthly borrowing base certificates; monitor revolving lines of credit for valid maturity dates; renew or extend lines as needed. Troubleshoot loan account issues with Operations, Wire, New Accounts, and Note Departments. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B.A.) from a four-year college or university; Or 5-10 years of community banking experience (highly preferred); Or an equivalent combination of education and experience. Knowledge of: All areas of business lending and inventory financing Credit structure - all forms Business development Commercial deposits Abilities: Strong sales and marketing skills to sell Bank services. Ability to manage priorities to ensure effective accomplishment of objectives. Capacity to handle a high volume of workflow from various sources.

Location: Costa Mesa, CA Job Type: Full-Time | Non-Exempt | In Office Salary Range: $20 - $28 Hourly Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2024. We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive. As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking-one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that's redefining what it means to be a community-focused, relationship-driven bank that puts people over profits. Job Summary The Operations Utility plays a key role in supporting the daily functions of the Operations Department and ensuring exceptional service to our clients. This position assists the Operations Manager in maintaining smooth and efficient workflows across various operational tasks. The role involves direct interaction with customers, Bank Officers, and internal staff to ensure all daily activities and service requirements are met with accuracy and professionalism. A strong focus on customer service, attention to detail, and teamwork is essential to succeed in this role. Essential Duties and Responsibilities Assist Operations Manager in processing teller line to-vaults, from vaults, overrides, approvals, customer service issues, customer questions, teller assistance, etc. Assist the Operations Manager in assuring a high level of customer service in Operations. Responsible for all monthly, quarterly and semi-annual certifications. Responsible for correspondent bank reconciliations. Accountable for approving all teller transactions and wire transfers within authority limits. Responsible for teller cash and vault balancing on a daily basis. Familiar with procedures, controls and documentation of New Accounts requirements. In charge of deposit corrections that come in from the item processor or Federal Reserve Bank. Assist the Operations Manager in department trainings. Approve and verify wire transfers. Conduct callback for New Accounts and maintenance performed by Department Personnel. Handle final callback on all entries for the department. Keep updated on compliance (Reg. CC, Reg. D, Reg. DD, Reg. E Reg. GG and CTR's). Ensure customer satisfaction and account retention as appropriate through quality customer service. Handle customer request and complaints with prompt, professional and courteous attention. Other duties assigned as needed. Minimum Qualifications\ Education/Training/Experience: Required: High school diploma or equivalent. 3-5 years of banking operations experience, Desirable: Bachelor's degree in business administration, finance, or closely related field. Knowledge of: Banking laws, Bank policies and procedures and regulations Basic Mathematical skills Basic Computer software Word, Excel , Spreadsheets Abilities: Excellent communication, and interpersonal skills Manage priorities to ensure effective accomplishment of objectives. To solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Benefits & Perks Competitive employer contribution to medical, dental and vision coverage 401k plan with employer match Flexible Spending Accounts (FSA) and Dependent Care Accounts Employee Assistance Program (EAP) Employer provided Calm subscription Employer provided mental health benefits through Teladoc Life, AD&D and disability insurance Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer Online discount program Tuition Reimbursement Program Join Our Team! Equal Employment Opportunity & Accommodations Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic. We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws. Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at ************ with the nature of your request and your contact information. Recruitment Policy Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California. We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated.

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR II: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$28.60/hour DOE

VP/Enterprise Risk Manager Job Type: Exempt | Full Time | Hybrid Eligible. Salary Range: $120,000 - $150,000 per year* Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2024. We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive. As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking-one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that's redefining what it means to be a community-focused, relationship-driven bank that puts people over profits. Job Summary SUMMARY The role of VP/Enterprise Risk Management is responsible for directing, executing, and developing the Company's Enterprise Risk Management (ERM), Vendor Management, FDICIA and Model Risk Governance programs. This position reports to EVP, Chief Risk Officer, and will be expected to work closely with all aspects of the organization's operational and executive leadership to identify, assess and mitigate the high priority risks of the organization. The VP/ERM is expected to exhibit a high degree of credibility and influence on risk-related matters. The individual utilizes excellent communication skills, both written and verbal, to communicate complex issues in a simple manner to management, executives, committees and the Board. Essential Duties and Responsibilities Champion and implement the Bank's ERM framework in alignment with the EVP's vision, driving a comprehensive, enterprise-wide risk management program. Lead the development and integration of ERM tools, practices, and policies to support risk analysis, reporting, and data management across the organization. Consolidate and streamline risk documentation, assessments, and metric reporting to enhance risk visibility and control. Monitor key performance indicators and collaborate with management to identify emerging risks early. Partner with business units to conduct risk assessments for new products and services, ensuring alignment with regulatory requirements and industry best practices. Direct the completion of annual enterprise-wide risk assessments in accordance with regulatory expectations. Serve as a member of the Executive Leadership Team, contributing strategic insights and driving initiatives that enhance member value. Prepare and deliver risk reporting presentations to executive management, risk committees, and support CRO reporting to the Audit Committee and Board of Directors. Communicate complex risk concepts clearly and effectively through written reports, presentations, and stakeholder engagement. Model Risk Governance Independently review and approve models and User-Defined Applications (UDAs) for use in Bank operations, ensuring alignment with strategic and regulatory objectives. Manage model risk governance policies and audits, including the development and maintenance of model-related standards and documentation. Lead the design and implementation of a best-in-class model risk governance framework across the Bank. Provide regular reporting to senior management and Board committees on model risk matters. Serve as the primary liaison for regulatory interactions related to model governance. Maintain a comprehensive model inventory and ensure ongoing compliance with evolving regulatory requirements. Vendor Management Support Serve as a backup for Vendor Management activities as needed, maintaining a thorough understanding of the Vendor Management Program and associated risks. Ensure vendor relationships are managed within acceptable risk tolerances and in accordance with Bank policies. Additional Duties: Perform other related responsibilities as assigned to support the Bank's risk and compliance objectives. Minimum Qualifications These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Bachelor's degree in risk management, Business Administration, or a related field and 10+ years of experience in risk management, audit and banking. Minimum of five (5) years supervisory experience required. Advanced degrees (e.g. MBA) and/or job-related certifications are preferred but not required. Must have strong underlying knowledge of regulatory frameworks within federally insured depository institutions. Strong interpersonal, oral and written communication skills and the ability to partner with business owners as a risk and compliance subject matter expert for their business cases and / or other project related matters to Senior Management. Benefits & Perks Competitive employer contribution to medical, dental and vision coverage 401k plan with employer match Flexible Spending Accounts (FSA) and Dependent Care Accounts Employee Assistance Program (EAP) Employer provided Calm subscription Employer provided mental health benefits through Teladoc Life, AD&D and disability insurance Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer Online discount program Tuition Reimbursement Program Join Our Team! Equal Employment Opportunity & Accommodations Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic. We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws. Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at ************ with the nature of your request and your contact information. Recruitment Policy Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California. We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated. * Please note: The actual base pay within this range will be determined by a variety of factors, including-but not limited to-your relevant experience, skills, qualifications, and other job-related considerations.

Salary Range:$90,000.00 To $150,000.00 Annually JOB SUMMARY With minimum supervision, provides direct support to Loan Officers to develop and analyze all relevant credit information pertaining to more complex commercial and business loans. Prepares or assists in the preparation of, Credit Authorizations in accordance with Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. PRIMARY FUNCTIONS Interacts directly with loan officers and customers/prospects regarding commercial business loans.Prepares accurate financial statement spreadsheets and debt service analysis derived from business and personal financial statements and tax returns.Prepares accurate Credit Authorization's in conjunction with loan officers and presents a complete and thorough analysis of existing and potential borrowers.Recognize and act on customer prospects, cross sell opportunities with existing customers.Make proper referral of loan opportunities to lending personnel.Interacts independently, without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis.Assists in the accurate determination of a borrower's debt service capacity in conformity to the type of credit analyzed.Reviews loan agreement covenants for verification of the compliance thereto.Accurately prepares financial projections as required.Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process.Collects industry information relevant to existing and proposed borrowers using internal & external sources.Consult with the President, Chief Credit Officer, Credit Administration Officers, and other Loan Officers, on credit structure, pricing, collateral and other credit consideration issues. Gather information from the Bank's LAS system to compute lending liability to the Bank.Conducts trade and reference checks on customers/prospects.Review documentation to ensure compliance with Bank policy and procedures.Performs special projects as designated by the Credit Administration. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B. A.) from four-year college or university; or 5+ years related experience and/or training; or equivalent combination of education and experience. Knowledge of: Basic knowledge and training in financial statements and tax return analysis typically from a combination of education in accounting, financial and/or credit analysis.Intermediate proficiency with Microsoft Office Suite (Word,Excel, PowerPoint, Outlook, Teams). Working knowledge of Abrigo a plus.Strong understanding of all related State and Federal lending regulations and Bank policies and procedures.Advanced knowledge of commercial, C&I, commercial real estate policies, practices and procedures. Abilities:Possess strong sales and marketing ability to sell Bank Services.Manage priorities to ensure effective accomplishment of objectives.Handle high volume of workflow from various sources.Plan, organize and prioritize tasks to meet deadlines.Lead and motivate employees to complete tasks in accordance with established standards.Analyze and solve work problems.Follow oral or written instructions.Communicate effectively with co-workers, consultants, regulators, and other parties.Prepare clear and concise reports and other documentation and correspondence.