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East West Bank jobs in San Francisco, CA - 88 jobs

  • Strategic BSA Risk Advisor: KYC/AML Compliance Lead

    East West Bank 4.7company rating

    East West Bank job in San Francisco, CA

    A premier financial institution is seeking a BSA Risk Advisor to ensure effective communication regarding financial crime risk controls. The ideal candidate will have over 7 years of compliance experience and a Bachelor's Degree in Finance or a related field. Responsibilities include acting as the primary point of contact for KYC matters and managing inquiries from business units. This position offers a base salary ranging from $85,000 to $150,000, depending on qualifications. #J-18808-Ljbffr
    $85k-150k yearly 4d ago
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  • BSA Risk Advisor

    East West Bank 4.7company rating

    East West Bank job in San Francisco, CA

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview East West Bank is currently seeking a BSA Risk Advisor. This person will report up to our [New York City / San Fransico / Pasadena / Houston] location. The position will serve as a key liaison between the First Line of Defense (Business Units and Front Office) and the Second Line of Defense (BSA Office). This role ensures effective communication, coordination, and execution of financial crime risk controls, supporting the Bank's adherence to regulatory requirements while enabling responsible business growth. The individual will provide guidance on client onboarding, high-risk activities, transaction monitoring escalations, and process enhancements. Responsibilities Act as the primary point of contact between Business Units and BSA Office for KYC, EDD, OFAC, and transaction monitoring-related matters. Facilitate and triage inquiries from frontline teams, ensuring timely escalation and resolution with compliance. Provide interpretation of BSA policies and procedures to support business decision-making. Review high-risk customer onboarding requests and package cases for BSA office review and approval. Coordinate CDD/EDD Reviews, RFI responses, and document remediation efforts across business lines. Monitor and track action items from compliance directives, audits, or regulatory exams. Assist 1LoD in implementing new AML-related controls or system changes directed by 2LoD. Maintain centralized tracker for KYC escalations, EDD cases, advisory requests, and approvals. Prepare dashboards and metrics summarizing advisory trends, risks, and SLA performance. Contribute to policy/procedure testing and feedback loops to enhance workflow efficiency. Deliver periodic training sessions to business partners on BSA/AML expectations. Develop and distribute reference guides, playbooks, or FAQs for frontline use. May perform other duties as assigned Qualifications Bachelor's Degree in Finance, Business, Compliance or related field. 7+ years' experience of BSA/AML, KYC or Financial Crimes Compliance experience Preferred candidates would have 3+ years of experience in retail banking, private banking, and/or central operations. 3+ year's of management or project management experience. Current knowledge of BSA/AML relevant law and regulations. Strong knowledge of customer due diligence, OFAC, TPPP/MSB/Correspondent Banking risk, and onboarding processes. Excellent communication, stakeholder management, problem-solving mindset, ability to translate risk requirements into business action. Well-organized, analytical, and critical thinking skills. Excellent verbal and written communication. Fluency in English and Chinese preferred. Ability to work in a fast-paced environment, creative out-of-the-box thinker, internet savvy, solutions oriented, handle tight deadlines, adaptable to changes in requirements CAMS, CAFP, CRCM certification preferred. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $85,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $85k-150k yearly Auto-Apply 60d+ ago
  • Senior Wealth Advisor for High-Net-Worth Clients

    First Citizens 4.8company rating

    San Francisco, CA job

    A leading financial institution is seeking a Wealth Consultant in San Francisco, CA. This role focuses on acquiring high net worth clients and providing holistic wealth management planning. Candidates should have a Bachelor's Degree and substantial experience in client acquisition and financial planning, along with necessary licenses. Competitive salary between $210,000 to $300,000 per year with a comprehensive benefits program. #J-18808-Ljbffr
    $97k-127k yearly est. 2d ago
  • Commercial Product Manager III

    First Citizens 4.8company rating

    San Francisco, CA job

    This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. As a Commercial Product Manager II for Payment Facilitation, you will be part of a fast‑paced team that is tasked with identifying, scoping, and launching new & cutting‑edge solutions that enable B2B software companies to provide embedded payment services to their customers. You will work closely with internal teams (across Product, Risk, Marketing, Sales, etc.) and external partners to launch & grow the Payment Facilitation business (i.e., drive data & market analysis, define & execute marketing campaigns, build & prioritize our product roadmap, build & execute phased go‑to‑market strategies). This role has significant autonomy on recommending work for the product & partnership teams, prioritizing backlog, and developing our Payment Facilitation roadmap. This decision‑making has a large impact on the actual product roll‑out and requires strong analytical decision‑making and strategic thinking. In collaboration, this role can make decisions on how processes are carried out, including research, user stories, feature implementation decisions, and timeframes. This role will make recommendations but also follow appropriate processes for approvals, (e.g.: on new vendors, product changes, risk policies, etc.) Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125‑year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long‑term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best‑in‑class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Responsibilities Product Management: Lead, manage, and contribute towards multi‑functional workstreams (functional and technical) around core payment facilitation product and the embedded payments business. Product Strategy: Proactively help guide the product strategy, contributing towards the development of go‑to‑market approaches, product vision, and roadmap development/management. Program Development: Contribute and lead in development of program processes, controls, and documentation to align with business objectives. Collaborate with other teams to ensure alignment between product, business, and organizational needs. Project Management: Partners with multi‑functional stakeholders to lead, coordinate, and contribute towards the development and delivery of functional and technical workstreams. Analysis: Compiles and analyzes data within client portfolios and market research. Compiles results into actionable insights for use in product development. Presents findings through both written and verbal communications. Qualifications Bachelor's Degree and 2 years of experience in product, analytics/data, and/or consulting OR High School Diploma or GED and 6 years of experience in product, analytics/data, and/or consulting. Preferred Qualifications Proven track record in owning product strategy and influencing road‑map decisions in completed multi‑stakeholder environments. Deep domain knowledge of embedded finance, B2B Payments, and PayFac Models, including regulatory and operational frameworks. Experiment working with cross‑functional with executive stake holders, engineering, design, risk, compliance and external partners to drive high impact outcomes. Strong experience in an agile development environment, roadmap planning, and go‑to‑market execution. Demonstrate ownership of full product lifecycle including product discovery, launch, and iteration. Excellent communication skills including the ability to present to senior leadership and influence across teams without direct authority. Familiarity with financial KPIs, margin models, and operational scalability considerations in product design. Excellent problem‑solving & strategic ability; must be able to structure white‑space problems, think creatively, generate hypotheses, and provide actionable recommendations to senior leaders. Demonstrated leadership within an individual contributor role including mentoring peers, leading through influence, and contributing to product culture and best practices. Strong analytical thinking; must be able to independently drive quantitative & qualitative research. The base pay for this position is generally between $98,000.00 and $131,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non‑discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr
    $98k-131k yearly 2d ago
  • CRA Mortgage Loan Specialist - Community Lending

    Fifth Third 4.6company rating

    San Francisco, CA job

    A national banking institution in San Francisco seeks a CRA Loan Specialist to manage the origination of residential mortgage loans. This role involves developing CRA prospects and conducting homebuyer-training seminars. The ideal candidate should possess strong organizational and customer service skills and knowledge of lending guidelines. It offers a competitive incentive-based compensation structure and comprehensive benefits for employees. #J-18808-Ljbffr
    $90k-129k yearly est. 3d ago
  • Wealth Consultant

    First Citizens 4.8company rating

    San Francisco, CA job

    The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events. Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve. Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred The base pay for this position is generally between $210,000 to $300,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr
    $72k-109k yearly est. 2d ago
  • Senior Graphic Designer - CA, WA, UT

    California Bank & Trust 4.4company rating

    San Francisco, CA job

    For more than 150 years, Zions Bancorporation has built on the dedication and talent of our people, earning recognition as one of the "Best Banks to Work For." Today, we're shaping the future of banking-leveraging innovation, strengthening local relationships, and delivering exceptional value across our collection of great banks in the West. Our expanding marketing team is building something transformative: a dynamic, in-house Creative Studio that will redefine how we tell our story and connect with customers. Under the leadership of our new CMO, we're creating a modern, collaborative hub for bold ideas and breakthrough campaigns that elevate a bank known for exceptional service and deep community roots. This is your opportunity to lead creative for one of the fastest-growing areas of marketing-affiliate partnerships-and set a new standard for performance-driven design. Our Graphic Designers collaborate within our creative studio to produce strategic marketing campaigns across eight bank brands. In this role, you'll manage brand guidelines and deliver design solutions from concept to completion for internal and external audiences. You'll create conversion-focused work that drives results, partnering with multidisciplinary teams to balance brand integrity with business goals. A key responsibility will be elevating the brands, fostering a culture of excellence, and delivering work that strengthens customer trust and positions Zions Bancorporation and its affiliates as leaders in financial marketing. JOB RESPONSIBILITIES * Lead and execute design projects from concept through production for print and digital platforms. * Implement strategic design principles including typography, layout, color, and visual communication. * Manage and maintain brand guidelines ensuring consistency across all marketing materials. * Collaborate with internal clients, design teams, and external agencies to ensure alignment with brand standards. * Oversee multiple projects simultaneously, meeting critical deadlines. * Develop strong relationships across departments and communicate complex ideas effectively. * Provide expert input on prepress, print production, and digital artwork standards. * Contribute to organizational goals and objectives through creative problem-solving and innovation. QUALIFICATIONS * Requires a bachelor's degree in Graphic Design, or a related field, and 5+ years work experience in Graphic Design (a combination of education and experience may meet requirements) * Expert knowledge of Adobe Creative Suite (Photoshop, Illustrator, InDesign, Figma) and other design applications. * Solid proficiency in artwork production for print and digital displays. * Strong proofreading skills and attention to detail. * Proven project management, organizational, and communication skills. * Ability to work collaboratively across departments and meet deadlines under pressure. * Excellent supervisory and cost-control skills. * Expert-level design and production knowledge (graphic services, prepress, print production). * Strong conceptual thinking and problem-resolution skills. * Ability to work independently with significant latitude in determining objectives. * Demonstrated ability to develop creative solutions to complex problems. BENEFITS & COMPENSATION Along with competitive benefits starting on day one-including 12 bank holidays, profit sharing, and a company-matched 401(k)-you'll have the chance to grow your career while creating work that truly matters to our customers and communities. This position is eligible to earn a base salary in the range of $90,000 - $120,000 annually depending on job-related factors such as level of experience and location. * Medical, Dental and Vision Insurance start day one * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products LOCATION OPTIONS * Salt Lake City, UT * San Diego, CA * San Francisco, CA * Seattle, WA Please note: This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role. Ready to bring your vision to life? Share your application and portfolio today.
    $90k-120k yearly 20d ago
  • Fixed Income Trader I

    First Citizens Bank 4.8company rating

    San Francisco, CA job

    This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. SF, CA This position will assist members of the trading, portfolio management, and investment research teams in identifying relevant data, aggregating and parsing data, creating/managing reports and increasing efficiencies across the investment teams. The role includes operational support for the investment teams, as well as trading and market analysis across various sectors of the fixed income market, including government, corporate and securitized bonds. Responsibilities * Research and Analysis - Conduct in-depth analysis of fixed income markets, including interest rates, credit spreads, economic data and macro factors. Communicate market insights and relative value opportunities to the investment teams. Stay informed of economic indicators and geopolitical events affecting fixed income markets. Assist with security type analysis. * Operational Support - Assist in troubleshooting middle office and operational issues from a trading perspective including, but not limited to dealer know your client (KYC) requests, trade fails, and settlement monitoring. Assists in counterparty onboarding, which includes identifying and initiating new trading relationships. * Bond Trading - Execute trades (both buying and selling) for individual client portfolios. Utilize market intelligence to monitor trends in the fixed income sector while providing recommendations to investment strategy based on market analysis. Manage trade execution across various trading platforms as well as security selection for individual client portfolios. Qualifications Bachelor's Degree and 1 years of experience in Investment and market knowledge OR High School Diploma or GED and 5 years of experience in Investment and market knowledge Preferred Education: Bachelor's DegreePreferred Area of Study: Finance, Mathematics or EconomicsPreferred Area of Experience: Trading and risk management: Preferred Skills: Effectively manage and coordinate multiple activities, Knowledge of fixed income markets, Risk management and compliance awareness , Trading and risk system proficiency: Bloomberg, MarketAxess and Aladdin, Microsoft Office proficiency. The base pay for this position is generally between $101,000.00 and $160,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $101k-160k yearly 19d ago
  • Strategic B2B Embedded Payments Product Manager

    First Citizens 4.8company rating

    San Francisco, CA job

    A leading financial institution is seeking a Commercial Product Manager II to lead product strategy in payment facilitation. The role is hybrid, requiring collaboration across internal teams and external partners. Candidates should have at least 2 years of relevant experience and a Bachelor's degree. This role involves significant autonomy and impacts product roll-out, making analytical decision-making crucial. The expected salary range is $98,000 to $131,000, plus benefits. #J-18808-Ljbffr
    $98k-131k yearly 2d ago
  • Receptionist - Administrative Support

    First Citizens Bank 4.8company rating

    San Francisco, CA job

    This is an onsite role with the business hours of Monday - Friday 8:00am - 5:00pm. We are looking for candidates who are within a commutable drivable distance to our San Francisco, CA office. This position facilitates daily operations through a range of administrative support duties. Coordinates documentation, information, and scheduling to enhance workflow for the department. Receives and routes incoming client calls. Prepares mailings, maintains files, and performs other duties as related to department administration. Responsibilities * Communication - Answers incoming calls and routes appropriately. Collaborates successfully with management and associates in completion of daily administration duties. Maintains open and positive communication when receiving, answering, and directing department correspondence. * Business Support - Corresponds with clients over the phone and occasionally in person to resolve client account issues, answer inquiries, and other support duties. * Documentation - Prepares and maintains a variety of documentation, performing administrative tasks including copying, scanning and mailing documents. * Scheduling - Schedules appointments and client meetings for associates. May coordinate or maintain department calendars. Responsibilities Include: * Serve as the first point of contact for clients, investors, visitors and vendors, ensuring a professional and welcoming experience * Liaison to lobby security to coordinate access for external visitors and contractors * Register all visitors through Cloudgate and maintain accurate visitor logs in compliance with firm security protocols * Assist Office Coordinators with scheduling and managing conference room, meeting, and event space reservations * Assist Office Coordinators with updating event intake requests through Monday.com * Submit work orders to building management via email for repairs, lighting issues, additional cleaning and other facility needs; follow up to ensure timely completion * Oversee building maintenance and construction activities as directed by the Office Manager and Office Coordinators * Perform general front desk and concierge duties, including welcome tours, office coffee preparation, and amenity stocking * Manage the reception shared inbox and calendar * Process incoming and outgoing mail, including sorting and scanning via the Envoy delivery application * Order office supplies as needed per direction from the Office Manager and Office Coordinators * Provide support for opening and tracking work orders in Service Channel for all office maintenance needs and overseeing the ordering of supplies for the office and pantry * Possibilities of providing back up support for the San Francisco Experience Center * Assist with small projects, events and general office support as assigned by the Office Manager and Office Coordinators * Provide basic IT support and escalate issues to appropriate teams when necessary Qualifications High School Diploma or GED and 1 years of experience in Administrative Skills: Strong telephone skills & customer service experience Preferred Skills: * Hospitality experience * Event experience * Customer service and front desk experience * IT support experience * Administrative support The base pay for this position is generally between $20.52 to $27.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $20.5-27 hourly 3d ago
  • Associate Creative Director - Cross-Affiliate Marketing

    California Bank & Trust 4.4company rating

    San Francisco, CA job

    For more than 150 years, Zions Bancorporation has built on the dedication and talent of our people, earning recognition as one of the 'Best Banks to Work For.' Now, we're focused on shaping the future of banking-leveraging innovation, strengthening local relationships, and delivering exceptional value across our collection of great banks in the West. Our expanding marketing team is creating something transformative: a dynamic, in-house Creative Studio that will redefine how we tell our story and connect with customers. Under the leadership of our new CMO, we're building a modern, collaborative hub for bold ideas and innovative campaigns that elevate a bank known for exceptional service and deep community roots. This is your opportunity to help shape a creative vision that sets a new standard for financial marketing. We're looking for an Associate Creative Director who is a strategic thinker, a strong conceptual storyteller, and a hands-on leader. In this role, you'll guide integrated campaigns that align creative vision with business objectives from idea to execution, mentor a growing creative team, and push for innovative, distinctive work that elevates our brand across channels. If you thrive in a fast-paced, collaborative environment and know how to turn strategy into compelling creative, this is your opportunity to make a lasting impact. JOB RESPONSIBILITIES * Lead the development and execution of integrated marketing strategies that align with Zions Bancorporation's brand culture and business objectives. * Translate business goals into compelling creative campaigns and communications for internal and external audiences, including employer branding, financial communications, and corporate reputation initiatives. * Oversee creative direction for multi-channel deliverables; digital, social, print, and experiential, ensuring consistency and quality across all touchpoints. * Collaborate with cross-functional partners in HR, Finance, and Investor Relations to support programs such as talent acquisition, onboarding, quarterly results, and shareholder communications. * Manage projects from concept through completion, driving alignment, timelines, and collaboration across teams. * Champion brand standards and ensure compliance with regulatory requirements and internal policies. * Mentor and inspire creative team members, fostering growth and excellence in craft. QUALIFICATIONS * Bachelor's degree in Design, Marketing, Communications, or related field; Master's preferred. * Minimum 5 years in creative leadership roles, ideally within financial services or regulated industries. * Expertise in marketing strategies across digital, interactive, and print channels. * Proven ability to manage large-scale projects, budgets, and agile workflows. * Exceptional leadership, organizational, and communication skills with a track record of mentoring teams. * Creative problem-solving and analytical abilities. * Familiarity with banking products and services is a plus. BENEFITS & COMPENSATION Along with competitive benefits starting on day one, including 12 bank holidays, profit sharing, and a company-matched 401(k), you'll have the chance to grow your career while creating work that truly matters to our customers and communities. Ready to bring your ideas to life? Share your application and portfolio today. This position is eligible to earn a base salary in the range of $105,000 - $150,000 annually depending on job-related factors such as level of experience and location. * Day-one coverage for Medical, Dental, Vision, Life, and Disability Insurance. * Paid Parental Leave, Adoption Assistance, and Mental Health benefits including coaching and therapy sessions. * 401(k) with company match, Profit Sharing, and Tuition Reimbursement (up to $5,250 annually). * Paid Training, Paid Time Off (PTO), 11 Federal Holidays plus applicable state holidays. * Employee Ambassador preferred banking products. LOCATION OPTIONS * Salt Lake City, UT * San Diego, CA * San Francisco, CA * Seattle, WA Please note: This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role. Ready to bring your vision to life? Share your application and portfolio today. Illusion
    $105k-150k yearly 24d ago
  • Branch Operations Lead

    East West Bank 4.7company rating

    East West Bank job in San Jose, CA

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Branch Operations Lead at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As a Branch Operations Lead, you will play a key role in: Assisting customers with their financial needs such as cash withdrawals, deposits, transfers, and loan payment across different platforms (online and mobile) Supervising the junior staff in the branch and providing guidance and approvals as needed Supporting the Assistant Branch Manager in leading the branch team to achieve sales, service, and operational excellence. We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers. Responsibilities Demonstrate strong customer service skills to assist customers with their financial needs; resolve escalated client complaints/issues promptly and effectively Provide support for branch customers by offering a wide range of bank products and services, including safe deposit box management, merchant/vault and ATM processing, foreign currency exchange and new account opening Train junior branch staff to effectively identify referral and sales opportunities and ensure they are compliant with bank policies and procedures. Refer customers to Business Relationship Managers and/or Financial Consultants for needs assessment to cross-sell bank products Expert in using digital resources and technologies to optimize clients' digital banking experience Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking, and ATMs) Provide back up support to the Assistant Branch Manager including branch certifications and audits May perform other duties as assigned Qualifications High school diploma or general education degree (GED) required; Bachelor's degree preferred 3+ years of customer service, teller, or sales experience within the banking and/or financial service industry Strong working knowledge of branch operations required Familiarity with standard branch technology and teller equipment Strong problem-solving, decision-making, and customer-service skills Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $26.00/Hr. - USD $29.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $26-29 hourly Auto-Apply 60d+ ago
  • Portfolio Manager - San Francisco, CA

    California Bank & Trust 4.4company rating

    San Francisco, CA job

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. As a Portfolio Manager in our Strategic Specialty Lending Group, you'll play a pivotal role in driving growth and delivering sophisticated lending solutions. This isn't just portfolio management-it's about owning the process end-to-end, influencing deal structures, and partnering with clients on complex transactions in areas like Asset-Based Lending, Leveraged Finance, and Mergers & Acquisitions. You'll work with seasoned bankers and sponsors, run diligence processes, negotiate legal terms, and craft financial analyses that shape strategic decisions. If you thrive in fast-paced environments, think independently, and have a passion for building relationships while solving complex financial challenges, this is the role for you. What You'll Do Lead the Process: Manage transactions from start to finish with minimal oversight-owning diligence, structuring, and execution. Drive Diligence: Identify key diligence areas upfront, run calls, manage follow-ups, and ensure nothing falls through the cracks. Deliver Insightful Analysis: Review and analyze sponsor and non-sponsor financial models. Spot inconsistencies, identify drivers, and engage in Q&A with stakeholders. Recreate financial statement analysis for internal presentations and develop sensitized scenarios. Negotiate & Execute: Review and mark-up legal documents, negotiate terms with sponsors and non-sponsors. Manage Relationships: Expand and deepen client relationships, ensuring exceptional service and satisfaction. Monitor Performance: Track portfolio profitability, risk grades, collateral requirements, and market trends. Mentor & Lead: Senior-level candidates may manage Analysts and Loan Specialists. What We're Looking For Bachelor's degree in Finance, Business, or related field (or equivalent experience). 6+ years in banking, relationship management, underwriting, and credit-specialty lending experience required. Expertise in Asset-Based Lending, Leveraged Finance, Mergers & Acquisitions, or other specialty areas. Advanced credit skills: underwriting, financial modeling, valuations, and policy adherence. High proficiency in Excel and financial analysis. Strong negotiation, presentation (written and verbal), and problem-solving skills. Ability to work independently, multi-task, and maintain a sense of urgency. Resourcefulness, ownership mindset, and comfort running complex processes end-to-end. Why You'll Love Working Here Day One Benefits: Medical, Dental, Vision Insurance. Paid Parental Leave & Adoption Assistance. Health Savings & Flexible Spending Accounts. Paid Training, PTO, and 11 Paid Federal Holidays. 401(k) with company match + Profit Sharing. Mental health benefits, tuition reimbursement, and preferred banking products. This position is eligible to earn a base salary in the range of $111,000 - $135,000 annually depending on job-related factors such as level of experience.
    $111k-135k yearly 48d ago
  • Credit Administrator

    California Bank of Commerce 4.4company rating

    Walnut Creek, CA job

    The Credit Administrator is responsible for managing the Bank's overall credit risk for assigned business segments. This position works closely with Relationship Managers and Senior Management to help ensure that established risk parameters are being followed, ensuring compliance with overall portfolio credit quality. The Credit Administrator is responsible for the analytical quality, administration, approval under delegated approval authority, and recommendations for credit approvals of larger, more complex credit transactions. ESSENTIAL DUTIES AND RESPONSIBILITIES: Lead all aspects of credit approval, reporting and monitoring for assigned business segments. Review and approve loans under Delegated Lending Authority. Work with Relationship Managers and, when necessary, Senior Management to structure credit facilities that protect the bank and meet the needs of the client, making sure policy exceptions are noted, properly mitigated, and that risk ratings are appropriate. Pre-review loan presentations before submitting for further approval. Assist Relationship Managers and analytical staff with deal structuring and underwriting. Work closely with Relationship Managers and Senior Management to ensure overall portfolio credit quality, adherence to policy, and identification of risk meets the bank's policy and risk appetite. Identify developing trends in the loan portfolio and lending practices and provide recommendations accordingly. Identify early warning signals (such as past dues, higher vacancies or extended asset conversion cycles) and take immediate actions. Assist in developing and maintaining credit administrative monitoring and reporting systems, including supporting procedures and processes. Assist in identifying product concentrations and other risk components to ensure that the loan portfolio is balanced in terms of risk parameters and profit expectations. Provide input on tailoring credit products. Work with leaders throughout to provide strategic directions for implementation. Reviewing credit policies and procedures to ensure that they are up to date, reflect the risk appetite of the Bank, are relevant to the products that the Bank currently offers or intends to offer. Assist in leading the credit role related to mergers and acquisitions, and subsequent loan portfolio and staff integration. Actively drive overall bank strategy as an active member of the credit team. Mentor and train business units, including analytical staff, as necessary. Requirements REQUIRED SKILLS AND ABILITIES: Ability to analyze and organize financial information and perform complex financial calculations. Detailed knowledge of lending regulations, lien laws and loan documentation. Direct experience with regulators, auditors, and other consultants in the industry. Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Strong interpersonal skills with solid credit, problem solving and decision quality skills. Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone. Ability to quickly assimilate and consistently implement existing credit policies and guidelines. Ability to effectively lead, persuade, and guide the line of business. Education/Licenses/Work Experience: Bachelor's Degree in Finance or a related discipline. 10 years of banking experience 15 years in Commercial Lending and/or C&I credit experience. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $180,000 - $220,000 annually. Pay range may vary based on skills, experience, and location Salary Description Pay Range: $180,000- $220,000 annually
    $180k-220k yearly 60d+ ago
  • General Services Specialist II

    East West Bank 4.7company rating

    East West Bank job in San Francisco, CA

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview The General Services Specialist II assists in the daily operations of general services functions, including facilities support, vendor coordination, and administrative logistics. This role ensures that bank facilities and services are efficiently maintained and supports the needs of internal departments and service vendors. Responsibilities Provide support to the General Services staff. Coordinate with vendors and service providers for building maintenance, cleaning services, and facility upgrades. Maintain accurate records and reports on service performance, vendor activities, equipment maintenance, and cost control. Ensure compliance with bank safety, security, and administrative policies and procedures. Serve as a liaison between general services and other bank departments, ensuring their needs are met in a timely and professional manner. Manage office moves, renovations, and setup for meetings or special events. Report operational issues, budgetary needs, or service disruptions to the General Services Manager or Operations Head. Handle the onboarding and offboarding of service providers using internal vendor management system. Process invoices, check for accuracy, and resolve any issues with service providers. Conduct periodic surveys and inspections of various branch/back-office locations in local area to ensure operational standards. Perform administrative tasks assigned by the General Services Manager or Head of Operations. May perform other duties as assigned Qualifications High school diploma required. Associate's or bachelor's degree in Business Administration, Facilities Management, or related field preferred. 3+ years of experience in general services, administrative operations, or facilities support. Strong team coordination skills. Knowledge of facilities operations, vendor management, and general procurement processes. Proficient in Microsoft Office Suite and office systems (e.g., ticketing software, work order systems). Familiarity with Service Channel a plus. Excellent communication, problem-solving, and organizational skills. Ability to manage multiple tasks and prioritize effectively under pressure. Prior experience in a banking or financial services environment is an advantage. Office and facilities-based role with occasional physical demands (e.g., ability to lift 25lbs, equipment setup). Involves travel to branch offices or vendor sites. Valid driver's license and clean driving record. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $20.00/Hr. - USD $29.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $20-29 hourly Auto-Apply 20d ago
  • Business Development Officer - Merchant Services - San Diego, Irvine, Los Angeles, San Francisco or Walnut Creek CA

    California Bank & Trust 4.4company rating

    San Francisco, CA job

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Merchant Services Business Development Officer (BDO) to join us in Los Angeles, Irvine, Walnut Creek, San Diego or San Francisco CA. The BDO will play a vital role in analyzing, optimizing, and supporting payment processing solutions for businesses. This specialized position requires a hunter mentality with a deep understanding of the merchant services industry and regulations, transaction data, interchange, pricing models, merchant relationships, operational workflows, and merchant risk and compliance. The BDO is responsible for reviewing merchant statements, providing rate quotes, managing applications, coordinating equipment orders, ensuring compliance, and leading project management initiatives. This role demands strong analytical skills, attention to detail, and the ability to collaborate with stakeholders to enhance efficiency, profitability, and customer satisfaction. Essential Functions: * Source and develop Merchant Services prospects and new clients. * Serve as a subject matter expert on merchant payment processing, pricing, risk, and compliance. * Analyze merchant processing statements to identify cost-saving opportunities, detect discrepancies, and optimize pricing. * Develop competitive rate quotes and pricing models tailored to prospects and clients, leveraging transaction indicators, technology needs, and industry benchmarks. * Provide detailed reports and recommendations to improve client financial performance. * Oversee application processing, onboarding, and equipment deployment for new merchant clients. * Develop sales strategies and create & cultivate referral sources. * Stay informed on industry trends, emerging payment technologies, and regulatory changes. * Provide strategic insights to inform product development and client engagement strategies. * Other duties as assigned. Qualifications: * Requires a bachelor's in business, finance or a related field and 4+ yrs experience in business development and Merchant Service sales, or other directly related experience. A combination of education and experience may meet job requirements. * Must have a deep understanding of payment technologies, interchange, risk, compliance, and payment industry regulations, including PCI DSS, AML, and fraud prevention. * Working knowledge of sales techniques, business development, banking/finance products and services. * Must have solid customer service and negotiation skills. * Solid communication skills, both verbal and written. * Solid problem resolution and presentation skills. * Working knowledge of word processing, spreadsheet and general PC's skills. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $70,304 - $90,000 base annually depending on job-related factors such as level of experience. Significant bonus opportunity available based on performance.
    $70.3k-90k yearly 20d ago
  • Branch Relationship Banker - Fremont, CA

    California Bank & Trust 4.4company rating

    Fremont, CA job

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Fremont, CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products. Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Schedule: Monday - Friday Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
    $22-28 hourly 60d+ ago
  • Commercial Banking Intern San Jose CA

    Comerica 4.9company rating

    San Jose, CA job

    Intern I The Intern I position is an entry-level and learning focused position. The Intern I gains exposure to various departments within the company, working on hands-on projects and supporting business units in their daily operations. This position is designed to provide undergraduate students with a valuable learning experience in the financial services industry. This internship role is intended for a multi-week internship, e.g., 8-12 weeks. Position Responsibilities Participate in a line of business intern program which includes but is not limited to completing required activities that introduce the Intern to a line of business' leadership, strategies, and programs. Activities could include, * Assist in preparing financial reports, presentations, and data analyses. * Conduct market research and competitor analysis. * Provide support in data entry, system updates, and database management. * Assist with administrative tasks such as scheduling meetings, preparing materials, and organizing documents. * Participate in team meetings, offering insights and learning from various team members and leaders. * Shadow senior team members to understand key business functions (e.g., risk management, investment analysis, client services). * Contribute to small projects under supervision, ensuring timely delivery and quality work. Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the company's culture, values, and business units. Other duties assigned. Position Qualifications * Current undergraduate student pursuing a degree in Finance, Economics, Business Administration, Information Systems, or a related field * Strong academic performance (GPA of 3.0 or above) Looking to learn more about this position: Please visit ********************************************************* for details on day-to-day responsibilities, qualifications, and team dynamic Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days Hours: 8:00am - 5:00pm Monday - Friday Salary: For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently: * California - $22.50 - $35.46 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
    $22.5-35.5 hourly 60d+ ago
  • Associate Banker

    East West Bank 4.7company rating

    East West Bank job in San Jose, CA

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As an Associate Banker, you will play a key role in helping customers with their day-to-day financial needs recommend the right product that fit customer's need connecting customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams for their specialized financial needs introducing the bank's latest technology products to meet our customers' expanding needs We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers. Responsibilities Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange Document large deposit over Currency Transaction Reports Identify fraudulent activity to prevent potential loss to the bank Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Maintain strong relationships with existing customers and cultivate new customer relationships Cross sell and refer bank products such as (depository products, wealth management, mortgage) that fit customers' needs Have strong knowledge in using digital resources and technologies to optimize clients' digital banking experience Is confident in educating clients on conducting banking transactions online, via mobile app and self-service portals Demonstrate the ability to learn and adapt to new processes and technology platforms quickly Perform other duties as assigned Qualifications High school diploma or general education degree (GED) required; Bachelor's degree highly preferred 1 year of recent customer service and cash handling experience 1 year of previous teller / new account experience in a banking institution preferred Ability to learn products, services, and procedures quickly and accurately Excellent customer service skills Strong attention to details and time management skills Proficiency in Microsoft Word and Excel Flexibility to work on weekends when needed Compensation The base pay range for this position is USD $22.00/Hr. - USD $23.50/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $22-23.5 hourly Auto-Apply 60d+ ago
  • Business Center Manager - Fremont, CA

    California Bank & Trust 4.4company rating

    Fremont, CA job

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Business Center Manager with strong commercial lending and credit experience within the Middle Market to provide top notch customer service to our clients and customers in Fremont, CA. This role focuses on overseeing, leading, and directing a banking branch with regards to sales, operations, and corporate/regulatory compliance to meet assigned lending, deposit, and fee income goals along with business and consumer lending. Essential Functions: * Oversees, leads, and directs a branch with regards to sales, operations, and corporate/regulatory compliance to meet assigned lending, deposit, and fee income goals. * Responsible for staff management and development including performance evaluations, promotions, salary recommendations and disciplinary action. * Provides suitable credit, deposit, or other banking services as well as counsel and advice to best meet clients' needs. * Develops programs to maximize branch profitability, minimize risk, and improve customer service and product knowledge. * Responsible for acquiring, expanding, and maintaining client relationships through both inside and outside business development activities. * Analyzes risks and profitability of assigned client portfolio to ensure ongoing profitability and conformity with credit terms. * Responsible for ensuring the successful processing, underwriting, and approving of loans within assigned limits. * Negotiates loan terms and conditions in accordance with bank policy. * Remains well versed in economic and financial concepts and developments relating to clients. * Reviews branch reports for compliance and accuracy. * Responsible for community development and relations. * Other duties as assigned. Qualifications: * Requires a Bachelor's in Business Administration, Finance or a related field and 3+ years of banking management or other directly related experience. A combination of education and experience may meet requirements. * Commercial lending experience with Investor Real Estate, Owner Occupied CRE, C&I , Lines of Credit, Equipment Loans, Letters of Credit, SBA etc. * Business Development experience a must. * Basic working knowledge of branch/banking management, operations, policies, procedures, banking products and lending concepts. * Knowledge of business development and sales within the financial industry. * Ability to make sound decisions, mitigate risk, build relationships and work with a variety of clients, employees and management. * Knowledge of banking laws and regulations. * Good problem resolution and communication skills, both verbal and written. * Good customer relationship skills. * Ability to manage staff. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $100,000 - $160,000 annually depending on job-related factors such as level of experience and location
    $49k-69k yearly est. 60d+ ago

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