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East West Bank jobs in San Francisco, CA

- 77 jobs
  • 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
  • Associate Banker

    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 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 May 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 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 $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 39d ago
  • Revenue Manager

    Huntington San Francisco 4.4company rating

    San Francisco, CA job

    Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: The Revenue Manager is responsible for identifying and maximizing all potential revenue opportunities for the hotel. In today's lodging environment, understanding channel and yield management is critical for maximizing revenues. The Revenue Manager is responsible for formulating long and short-term Revenue Management strategies and for overseeing their successful execution towards the advancement of RevPAR market share. This includes the analysis of revenue potential generated by the transient and group market segments as well as the market segmentation within transient and group. One will combine this with catering and space utilization as well as other revenue considerations (i.e.: golf, spa, etc.) in order to determine the appropriate mix of business to achieve revenue potentials every day of every year. Responsibilities: Establish hotel pricing levels in all segments. Responsible for the daily room inventory management process and daily pricing process. Monitor competitor rates, positioning, strategies and data; maintain understanding of the dynamics of the local market and demand generators and present appropriate action plans to management. Monitor and communicate fluctuations in occupancy to operational departments so they can effectively manage staffing requirements and increase efficiency. Analyze local events and activities and project the effect of opportunities they create. Understand the macro and micro-economic variables affecting supply and demand in the local marketplace, and use this knowledge to create accurate operational and financial room revenue forecasts. Perform unconstrained demand analysis to determine optimal business mix. Responsible for all short and long term forecasts including Weekly Forecasts, 30 60 90 Forecasts, In the month forecasts, and Full year forecasts. Oversee process for evaluating all opportunities for contracted business (group, wholesale, corporate negotiated, etc.) presented through the Sales department. Ensure that process enables high speed of response while maximizing profits. Responsible for the maintenance of any software programs which contribute to the management of rooms revenue, including the CRS, RMS, PMS and Sales & Catering system. Monitor RevPAR index on STR report and provide critical analysis of performance on weekly and monthly basis. Prepare annual Rooms revenue budget. Chair weekly Revenue Strategy meetings in order to formulate and disseminate strategies and tactics. Ensure that prior decisions are re-visited in this forum in order to evaluate their effectiveness and promote learning. Prepare and present quarterly presentations to ownership. Ensure all distribution channels have correct content and pricing. Develop and maintain a close relationship with the market manager of Third Party Intermediaries to maximize the opportunities with these channels. Develop and maintain relationships with other market revenue managers and Directors of Revenue to create a network of peers in your community Coordinate survey activities involving marketing and service opportunities to further enhance revenue potential. Actively develop all subordinates, ensuring that they have opportunities to grow their Revenue Management and leadership skill base through personal attention, internal/external training and participation in industry events. Responsible for Internet Marketing such as pay per click campaigns, e-mail blasts, GDS advertising, etc. Establish and communicate sales strategy for day, week, month and rolling 12 months. Communicate any strategy changes or update any calendars for the sales team to use. Analyze prior night successes: Did the hotel sell out? Were the right decisions made for overselling? Address the opportunities in Highgate Hotel Business Review (HHBR) morning meeting. Place test calls to Central Reservation Office (CRO) and property to ensure accuracy of rate quoting, restrictions and selling approach. Manage and communicate group cut off dates. Run a group rooms control log (GRC) as well as pick up report from Property Management System (PMS) for 90 days. Verify pick up to actual block, cut off date, and whether or not you should extend, etc. Update the Daily Market Segment Analysis (DMSA). Ensure accuracy from the daily Flash Report. Review actual performance versus Potential performance. Complete all required month end reports with detailed analysis. If necessary, complete action plans for the property to follow to create additional production/revenue. Review Hotelligence reports for trends, booking windows and sources of business as well as rates compared to competition. Qualifications: At least 2 years experience in the Revenue Management field as manager or senior analyst Bachelor's degree or equivalent in Hotel or Hospitality Management or closely related field In-Depth knowledge of all industry reports such as STR, Hotelligence, Market Vision, etc. Proficient in Microsoft Excel, Word, Power Point Opera/Synxis systems- ideal Ability to work quickly in a high-pressure & high stress environment Ability to communicate clearly both verbally and in writing Excellent time management skills Exceptional with details and follow up Flexible and long hours sometimes required. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which include wearing nametags. Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. Must be able to maintain confidentiality of information. Perform other duties as requested by management
    $93k-123k yearly est. Auto-Apply 3d 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 2d 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 1d 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
  • Global Treasury & Payments Advisor I

    First Citizens Bank 4.8company rating

    San Francisco, CA job

    This is a remote role that may only be hired in CA. We are seeking a dynamic and highly motivated Sales Professional to join our team as a Treasury Management Sales Associate. The ideal candidate will partner closely with senior Treasury Management Sales Advisors to develop strategies that drive portfolio growth, build and maintain strong client relationships and contribute to sales goals. A key aspect of this role involves managing efficient internal sales processes to deliver an exceptional client experience. You will be responsible for preparing client facing sales materials, ensuring data accuracy for new services and assisting with pipeline management. Additionally, you will take the lead on managing and closing sales for our basic treasury products, requiring direct client interaction and a foundational knowledge of our solutions. Responsibilities * Strategic Client & Sales Support: Partner with senior Advisors on strategic client portfolios. This includes summarizing prospect information, preparing for client meetings by conducting detailed internal client reviews, creating account structures, developing pricing proposals, performing competitive analysis and building client facing relationship review materials. * Direct Sales & Client Engagement: Independently manage the sales process for basic treasury management products directly with clients. Proactively work to understand client needs, resolve inquiries, and provide white glove communication and service. * Go-to-Market Execution: Support the execution of targeted sales campaigns by preparing client facing collateral, tracking activities to ensure pipeline accuracy, conducting post sale follow-up to ensure a seamless client transition and product adoption. * Cross-Functional Partnership: Act as a key liaison between the sales team and internal partners to ensure a seamless client onboarding and implementation process. Maintain a strong feedback loop with Product team on client needs and internal process improvements. * Industry Expertise: Independently develop and maintain technical knowledge of the payments industry, including advancements in technology and best practices. Qualifications Bachelor's Degree and 1 year of experience in Treasury/Cash Management OR High School Diploma or GED and 5 years of experience in Treasury/Cash Management Treasury product knowledge. Client relationship management. Financial analysis. Presentation skills. Basic understanding of treasury operations and payment systems. Familiarity with financial analysis techniques and regulatory requirements. Understanding of client relationship management in financial services. Preferred Area of Experience: Banking, Supporting Medium to Large Complex Clients Preferred Area of Study: Business, Finance, or Marketing and Communications Preferred Education Level: Bachelor's Degree Preferred Skills: * Sales Execution & Coordination: Proven ability to manage the internal processes of complex new sales, ensuring a smooth client experience and seamless alignment with internal stakeholders. * Communication & Relationship Building: Exceptional written and verbal communication skills with a distinct sales focus. Ability to build trusted partnerships with aligned Advisors and clients. * Functional Expertise: Strong organizational skills and a high level of proficiency with internal sales tools for reporting, client records management and pipeline tracking * Analytical Skills: Proactively develop ideas for client research and outreach to support strategic campaigns, migrations and competitive analysis. * Product Knowledge: Demonstrated understanding of the Treasury Management product suite and how to position basic solutions to meet client objectives. The base pay for this position is generally between $91,000.00 and $121,000.00. 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 ****************************************
    $91k-121k yearly 1d 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 6d ago
  • Senior Business Data Analyst

    First Citizens Bank 4.8company rating

    Santa Clara, CA job

    This position supports initiatives within the Bank that improve enterprise data quality, governance, and analytics. Drives positive change across the Bank through technical innovation and continuous improvement initiatives. Creates and maintains technical documentation related to enterprise data. Provides expert consultation to team members, the Information Technology department, and other stakeholders on tactics that achieve data management goals. Responsibilities * Identifies and implements enhancements for the quality, management, and storage of enterprise data. Executes initiatives that improve profiling, exception reporting, and issue resolution as well as general fixes for the Enterprise Data Warehouse. Builds dashboards to modernize analytics where appropriate. * Enforces data policies and procedures across the enterprise. Encourages discussion and feedback from associates to identify areas of improvement within data management capabilities. * Facilitates initiatives that develop the Bank's data management capabilities. Assists management in creating and implementing business plans to achieve planned objectives. Maintains a strong knowledge of current and emerging technologies or trends impacting the financial service industry. * Creates and maintains technical documentation for systems, Queries, Enterprise Data Warehouse, which includes source-to-target mappings, data dictionaries, and other related materials. Qualifications * Min 15 + years of total experience as senior Data Analyst, financial services and banking experience is preferred * Experience with data modelling, data analysis, data visualization, API's and real time services preferred * Full understanding and hands on experience of waterfall and agile development practices * Skilled at simplifying technical details for diverse audiences and translating insights into strategic actions, forming strong partnerships with multiple cross-functional teams * Hands-on experience with CRM systems, campaign performance tracking, and commonly used data tools * Prefer experience with Marketing systems - CDP, Campaign Automation etc. * Prefer hands-on experience with CRM systems, campaign performance tracking, and commonly used data tools 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 ****************************************
    $107k-135k yearly est. 1d 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 $70,000 - $90,000 base annually depending on job-related factors such as level of experience. Significant bonus opportunity available based on performance.
    $70k-90k yearly 2d ago
  • International Solutions Specialist

    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. At First Citizens Bank, the newly formed International Solutions Team plays a pivotal role in advancing the global banking franchise of all our brands including First Citizens Bank, Silicon Valley Bank and CIT, by holistically supporting the strategy, positioning, and commercialization of our international solutions. This role requires strategic thinking, exceptional engagement capabilities, and a strong understanding of how treasury and finance functions operate within multinational and scaling companies. The successful candidate will act as a strategic advisor and subject matter expert across the full suite of international and treasury products - including FX, payments, liquidity, trade, working capital, and merchant solutions - by helping internal sales teams and clients navigate international product needs, streamline operations, and manage risk. Leveraging one of our hubs in SF, NYC, Raleigh or Charlotte as a base, this hybrid role will report to the Enterprise Head of International Solutions and will be an integral part of the broader Global Banking and Markets division. Responsibilities Client Advisory & Solutioning * Partner with senior sales teams to support our client's global growth across geographies/regulatory environments and provide subject matter expertise across our full suite of international solutions. * Facilitate whiteboarding sessions and help design holistic tailored solutions that support our clients cross-border needs. * Be a connector between clients and strategic ecosystem partners to enable collaboration that supports international growth. Product & Commercialization * Act as a key liaison between client-facing teams and product groups to influence roadmap prioritization and advocate for the development and commercialization of global and cross-border solutions. * Drive go-to-market campaigns, solution positioning, and product enablement initiatives. * Support cross product pricing discussions for international solutions, ensuring competitiveness and profitability. Thought Leadership & External Engagement * Create thought leadership content, client success stories, and market perspectives to support pitches and enhance First Citizens Bank's external profile. * Represent the bank at industry conferences, webinars, and proprietary client events by delivering insights on emerging trends that clients face when scaling globally. * Build and sustain brand visibility across target client segments through content, speaking opportunities, and partnerships. Internal Collaboration & Enablement * Provide coaching and enablement to sales and coverage teams, strengthening cross-product awareness and solution fluency. * Coordinate with risk, legal, compliance, and operations teams to ensure all activities adhere to relevant policies and regulatory requirements. * Work closely with Operational and Client Readiness teams leading cross divisional communication initiatives to advance awareness, understanding and positioning of existing and target state international solutions. * Serve as the connective tissue between internal stakeholders, client feedback loops, and market intelligence. Strategic Initiatives * Lead or participate in complex cross-functional strategic initiatives with broad business impact, including product commercialization and transformation. * Contribute to enterprise-level efforts to expand global reach, optimize client experience, and improve operational scalability. Qualifications Bachelor's Degree and 4 years of experience in Corporate Treasury, Treasury Consulting or Banking OR High School Diploma or GED and 8 years of experience in Corporate Treasury, Treasury Consulting or Banking. * Strong knowledge of global cash management, liquidity management, FX, trade, working capital optimization, and cross-border banking. * Proven understanding of global payments infrastructure, corporate treasury operations, and banking technology ecosystems. * Experience leading go-to-market initiatives and/or treasury transformation projects. * Strong commercial mindset and success practicing, advising or delivering financial solutions for commercial clients. Preferred Qualifications: Bachelor's degree in Finance, Economics, Accounting or Business, or 10+ years relevant experience. Certified Treasury Professional (CTP), Certificate in International Cash Management (CertICM), or equivalent preferred. Preferred Skills: * Strategic and analytical thinker with ability to translate client needs into executable solutions. * Strong communication, influencing, and storytelling skills - able to distill complex topics into compelling client narratives. * Experience in strategic thinking, process re-engineering, and innovation frameworks. * Client-centric, collaborative, and adept at navigating matrixed organizations. * Creative, motivated, and committed to continuous improvement/learning and delivering best-in-class client experiences. * Demonstrated ability to manage operational and enterprise risk while driving growth. * Ability to navigate ambiguity and contribute with an entrepreneurial spirit. If hired in NY or CA, the base pay for this position is generally between $194,000.00 and $295,000.00. 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 ****************************************
    $47k-78k yearly est. 1d ago
  • Wealth Consultant

    First Citizens Bank 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. #LI-MP1 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 ****************************************
    $72k-109k yearly est. 1d ago
  • Portfolio Manager

    California Bank of Commerce 4.4company rating

    Oakland, CA job

    Job DescriptionDescription: Responsible for managing a portfolio of loan and deposit relationships with customers. Responsibilities include recommending loans for approval within assigned limits, managing loan and portfolio credit quality, and cross-selling appropriate bank products and services to prospects and customers. Provide assistance to Relationship Managers with day-to-day underwriting responsibilities. ESSENTIAL DUTIES AND RESPONSIBILITIES: Retain and expand relationships with existing customers. Prospect for and close new business relationships with partnership with Relationship Managers. Grow net revenue year over year as directed by Senior Management. Provide training/coaching to Credit Analysts as assigned. Manage credit quality. Structure, underwrite and recommend new and existing relationships in accordance with Company credit policy. Properly identify risk management and risk rating. Manage assigned customer relationships and brings in appropriate product specialists as needed. Resolve customer problems and act as a liaison with other departments to ensure that the customer experiences the highest level of service and support. Manage overall customer and regional credit underwriting strategies. Develop and implement relationship strategies for cross-selling bank products and services. Satisfy customer requirements by providing a full array of loan, deposit, cash management and other appropriate bank products. Responsible for keeping current on the bank's lending policies, products, and services. Participate in community and CRA activities to promote the Company's brand in our communities. Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position. Requirements: REQUIRED SKILLS AND ABILITIES: Computer skills to include use of Microsoft Office products and other programs as required. Excellent written and verbal communication skills, attention to detail and follow-through. Demonstrated leadership skills and ability to foster and sustain collaborative work relationships within the bank. Requires strong relationship management and business development abilities, and well-developed analytical and problem-solving skills. Must possess a broad knowledge of bank products and services that result in successfully capitalizing on all opportunities. Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: Bachelor's degree and five to seven years of commercial lending experience. Broad knowledge and experience in banking operations, products, and services. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $117,500 - $130,000 annually. Pay range may vary based on skills, experience, and location.
    $117.5k-130k yearly 17d ago
  • Relationship Banking Specialist I

    California Bank of Commerce 4.4company rating

    Walnut Creek, CA job

    Provide AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs. Promote and cross-sell bank products and services, provide support to other Branch and Department team members as needed to perform other duties and functions as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide AMAZING customer experience to all branch clients. Maintain comprehensive knowledge of the bank's products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals. Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction. Participate in daily supervision activities of the branch as assigned, including the following: Approve higher dollar amount client transactions Complete daily report checklist for operational activities Independently complete the review and or callback of branch activities including new accounts opened and branch certifications Able to perform all transactions necessary to meet customer needs, including opening new accounts and all teller functions: Client transaction processing Debit card ordering and servicing Online banking setup and servicing (as applicable) Printed check orders Branch cash ordering and shipping (as applicable) Branch Certifications (as assigned) Stop payments Holds Reg. E Claims Safe Deposit Box opening, closing and servicing (as assigned) Demonstrated proficiency and understanding of all compliance regulations in support of opening new accounts, proper account titling and ownership, to mitigate risk to the bank: Bank Secrecy Act Customer Information Program Beneficial Ownership Office of Foreign Asset Control Trust Account documentation Fiduciary Account documentation Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits. Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations. Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations. Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required. Ensure the office is operating in a safe and effective manner. Reliable and regular attendance on the job. Other duties as assigned. Requirements REQUIRED SKILLS AND ABILITIES: Computer skills to include use of Microsoft Office products and other programs as required. Strong mathematical ability. Strong analytical skills. Excellent oral and written communication skills. Outstanding interpersonal skills. Effective time management and organizational skills. Attention to detail and follow through. Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback. Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base. Thorough understanding of banking rules and regulations especially BSA. Ability to count cash accurately. Education/Licenses/Work Experience: High school diploma or GED equivalent required. One to three years branch banking experience preferred. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $24.00 to $30.50 per hour. Pay range may vary based on skills, experience, and location. NOTE: We are currently seeking for fill TWO roles for this position. Salary Description Pay Range: $24.00 to $3.0.50 per hour
    $24-30.5 hourly 38d 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 55d ago
  • CRA Loan Specialist

    Fifth Third Bank 4.6company rating

    San Francisco, CA job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). * Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. * Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. * Conduct and coordinate homebuyer-training seminars for CRA potential applicants. * Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. * Follow defined protocol for escalation of exceptions. * Take applicant applications by completing Fannie Mae form 1003 on the laptop. * Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. * Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. * Manage pipeline for all originated loans through closing and complete required management reports. * Communicate with applicants and/or referral sources by providing timely updates and progress reports. * Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. * Attend and participate in all Consumer Lending meetings as required by management. * This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: * High school diploma or equivalent mandatory. Four-year college degree preferred. * Knowledge of conventional and/or government lending guidelines. * Knowledge of residential mortgage processing, underwriting, and closing procedures. * Knowledge of federal lending regulations governing real estate lending. * Demonstrated organizational skills. * Strong written and verbal communications skills. * Demonstrated teamwork and customer service skills. * Proven computer skills. * Basic sales technique skills. * Strong desire to excel in a competitive environment. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- San Francisco, California 94111 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $101k-122k yearly est. Auto-Apply 1d ago
  • Treasury Relationship Manager

    California Bank of Commerce 4.4company rating

    Walnut Creek, CA job

    Full-time Description The position of Treasury Relationship Manager (TRM) is responsible for the development of new Treasury Management business, the expansion of existing business relationships and the delivery of Treasury Management services to new and existing customers. This includes the development of new profitable Treasury management relationships and ongoing consultative support for Treasury clients. The TRM prepares sales presentations, explains services offered, and recommends services that would benefit clients. This person proactively works with Relationship Managers as well as Branch Banking Personnel to coordinate the sales strategies to support revenue growth and business development efforts. Development of business through calling on all ranges of businesses. May assist with the design of new services and the development of marketing programs. ESSENTIAL DUTIES AND RESPONSIBILITIES: Manage all elements of the Treasury Management sales cycle including business development, prospect qualification, needs analysis, and close of sale. Develop independent channels to prospect for new Treasury Management clients. Manages the process to maintain a pipeline of potential targets. Uses Consultative and Strategic Sales skills to turn prospects into clients. Includes appropriate sales partners. Call independently or with Business Development Officers on customers and prospects in the assigned territory with a focus on those with extensive, complex and/or multi-national treasury management requirements. Design customer-centric treasury management solutions and provide consultative expertise on the liquidity management cycle. Develop treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships. Retain and grow customer portfolio with a program of service review, regular calling and industry training. Conduct annual cash management reviews for top-tier commercial clients. Analyze bank and account analysis statements and perform cash flow analysis. Support other bank officers with customers, prospecting, proposals, and referrals Serve as the internal Bank expert for treasury management products and services, deliver internal cash management presentations, and actively participate in sales meetings. Work closely with commercial lenders and retail staff in the understanding of treasury management products along with the calling efforts to commercial customers as it is related to Treasury Management products and services. Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification, and cash management services set-up processes; review and check documents for completeness, accuracy, and conformance with applicable rules/regulations and procedural requirements. Attain and exceed sales goals as assigned. Assist the Treasury Operations Team with customer setups, implementations, and/or training as needed. Requirements REQUIRED SKILLS AND ABILITIES: Advanced computer skills required, including Excel, Word, PowerPoint Ability to learn new business software Outstanding interpersonal skills. Demonstrate analytical skills and ability to use thinking and reasoning to solve a problem Possess effective communication skills and written communication skills, including good presentation and partnering skills and the ability to deal with complex commercial clients. Effective time management and organizational skills. Attention to detail and follow through. Ability to develop marketing and business development skills with customers. Ability to interact with coworkers, follow directions and accept constructive feedback. Intermediate knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Extensive knowledge in all facets of Treasury Management to include thorough understanding of the computer Treasury Management software. Education/Licenses/Work Experience Bachelor's degree in Marketing, Business, or Accounting preferred or equivalent combination of education and experience. Minimum of 3 to 5 years' experience in Treasury Management Sales or Retail Sales Work-related experience must consist of Treasury Management services including implementation, product knowledge, in-depth specialty software knowledge, and experience in the financial services industry. Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) designation preferred 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 of which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the 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 file 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 to bend body downward and forward, and/or extending 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, scanning 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: $115,000 - $142,500 annually. Pay range may vary based on skills, experience, and location. NOTE: Work location for this position is flexible and may be assigned to our Walnut Creek or San Jose office, contingent upon the selected candidate's residential location. Salary Description $115,000.00 to $142,500 annually
    $115k-142.5k yearly 9d ago
  • BSA Analyst 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 We are currently seeking a BSA Analyst II. The BSA Analyst II reviews BSA reporting, monitoring high risk customers' activities and file SARs. Primary function is to complete FIU reviews of the bank's customers that may have potentially suspicious or unusual activity. As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market. Responsibilities As a valuable East West Bank team member, your duties (not limited to) will include: Performing research, analysis and investigation Document results of reviews and escalating any potentially suspicious activity findings to management Reviews and investigates PSARs and File SARs based on the Monetary Instrument Log report Reviews weekly pipeline reports, MIL SAR review and Cash Item SAR review Understanding bank's products, services, customers and geographical locations in order to conduct effective research/ investigation of accounts Files SARs for high risk customers if needed; Notifies the BSA Officer of suspicious activities of high risk customers May perform other duties as assigned Qualifications Bachelor's degree is required 3 years in banking, BSA compliance regulations including filing SARs Ability to perform research on account activity and detect out of pattern behavior Well organized, accuracy, critical thinking to prioritize workload and use sound judgement Excellent verbal and written communication 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 $28.00/Hr. - USD $36.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $28-36 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
  • Associate Banker

    East West Bancorp, Inc. 4.7company rating

    East West Bancorp, Inc. 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 6d ago

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