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  • Financial Analyst III

    University of Redlands 4.3company rating

    Finance associate job in Redlands, CA

    7801 DEPARTMENT/ADMINISTRATION: Office of Business and Finance POSITION: Administrative, Exempt, Full-time (40 Hours) SALARY RANGE: $75,000-$85,000 HIRING RANGE: Anticipated hiring range is near or at the minimum of the classification, commensurate with candidate's education, experience, skills, and training. INTRODUCTORY PERIOD: Twelves (12) Months AVAILABLE: Immediately BENEFITS OVERVIEW: BROCHURE POSTING DATE: January 22, 2026 APPLICATION DEADLINE: Open Until Filled, Apply Immediately Definition of Classification: Under general direction, this position is responsible for providing analysis and support for various Department Managers, Deans, Cabinet members, Board Committees and the Institution. Reports to and receives direction from the Senior Budget Officer and Director of Financial Planning & Analysis. May also receive direction from the Budget Division Managers/Senior Financial Analysts. This position plays a key role in financial planning, analysis, and decision support to management. This position involves analyzing financial data, preparing forecasts and budgets, conducting variance analysis, assisting with timely month end closes, and providing actionable recommendations. This position requires flexibility to occasionally work evening and weekend hours as well as the ability to travel, as required. Travel is expected to be infrequent but may involve trips to other campuses; reporting location will be the Redlands campus. Duties and Responsibilities: The duties and responsibilities include, but are not limited to, the following: Developing and Maintaining complex Budget Models, including: Student Revenue Models Works with the Enrollment Team and others to develop projected enrollments over a multi-year period. Gains an understanding of each program, including how students flow through the program and unique aspects of the program including special fees, financial aid, etc. Routinely updates models and reconciles to actual results. Expenditure Models Program Expenditure Models for proposed, new and existing programs Non-Personnel Expenditure monitoring and analysis Provides Financial Analysis support to various divisions, departments and schools which include the following (subject to change depending upon changing needs): College of Arts & Sciences: Census Reconciliations (Includes reconciling all sources of net student revenue) Housing, Food Service & Residence Life Redlands Student Government San Francisco Theological Seminary Student Affairs Athletics Office of Career & Professional Development Counseling Center President's Office General Counsel General Institutional Budget Manager Training Includes on-boarding new budget managers Management of access to critical systems such as Colleague and Prophix Monitors, analyzes and assists in the negotiation of leases and purchase agreements for services and equipment. Must have the ability to undertake new initiatives and develop an appropriate approach and ask appropriate questions to develop comprehensive budget models. Prepares materials for presentations to the President's Cabinet, Board of Trustees and other audiences as needed. Evaluates the financial impact of proposed projects, strategic objectives, potential new programs, mergers, acquisitions, and assesses risks and opportunities. May include pro-forma financial reports for reporting to accreditors, auditors, and other internal and external audiences. Updates Budget Models in systems (Prophix, the University's Budget Software), develops and updates custom reports. Provides monthly budget monitoring reports for areas of responsibility. Meets regularly with Cabinet Members and other Budget Managers to identify cost savings, efficiencies and potential new sources of revenue. Gathers data from primary and secondary sources, maintaining databases and data systems. Provides assistance and training to budget managers/users and performs model maintenance tasks. Analyzes monthly/quarterly student revenue to properly accrue revenue by month in preparation of timely monthly and quarterly closes. Prepares other adjustments as needed for month and quarter-end closes. Performs other related duties as assigned. Qualification Guidelines Any combination equivalent to, but not limited to, the following: Experience/Training/Education: Required: Bachelor's degree in finance, accounting or related field. Master in Business Administration or Certified Public Accountant or relevant financial certifications preferred. Minimum of 3 years of financial management/analytical experience; higher education institution preferred. Advanced-level Microsoft Excel, including at least 2 years of experience in creating financial models and analyses, with demonstrable fluency in VLOOKUP, conditional formatting, macros, advanced charting, pivot tables, and pivot reporting. Advanced skills in Microsoft Office software including Word, PowerPoint and Outlook. Preferred Experience with Prophix Software Experience with Business Objects Experience with Data Warehouses Experience with Ellucian Colleague Knowledge and Skills: Fluency and confidence in discourse with senior and executive leadership and other key constituents. The ability to convey financial information to those who may or may not have a financial background. Aptitude to learn new and evolving technology and recommend ways to improve position's efficiency. Excellent technical, analytical, and critical thinking skills. Excellent organizational skills. Ability to prioritize tasks and manage multiple projects and deadlines. Ability to adapt to changing priorities. The ability to multitask and work under pressure in a fast-paced, dynamic environment with tight deadlines. Self-motivated and able to work toward problem solutions. Ability to operate standard office equipment. Ability to recommend appropriate courses of action within established guidelines. Ability to foster strong, positive relationships and align both internal and external resources to achieve university objectives. Ability to exercise discretion and work with confidentiality. Ability to work independently under general direction. Must be able to competently interact with a culturally and ethnically diverse population of students, faculty, and staff. Physical Requirements/Working Conditions: Working Conditions: Standard office setting. Duties performed are primarily in an office environment while sitting at a desk or computer workstation or in meetings. At least minimal environmental controls to assure health and comfort. Physical Demands: Incumbents regularly sit for long periods; walk on a regular basis; travel to various locations to attend meetings and conduct work; use hands and fingers to operate an electronic keyboard or other office machines; reach with hands and arms; stoop or kneel or crouch to file; climb stairs; speak clearly and distinctly to answer telephones and to provide information; see to read fine print and operate computer; hear and understand voices over telephone and in person; and lift, carry and/or move objects weighing up to 20 pounds. TO APPLY: A resume/CV and cover letter are required. In compliance with The Americans with Disabilities Act, if selected for the interview process and accommodations are needed, please call **************. If you are unable to complete an application due to a disability, contact us at ************** to ask for accommodation or an alternative application process. HIRING RANGE: Anticipated hiring range is near or at the minimum of the classification, commensurate with candidate's education, experience, skills, and training. The University of Redlands is required to provide a reasonable estimate of the compensation range for this role. This range considers the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range for this position is defined as the Full Pay Range. The budgeted salary or hourly range that the University reasonably expects to pay for this position is defined as the Hiring Range. Placement within the Hiring Range is determined by internal equity, and relevant qualifications. BACKGROUND CHECK: Satisfactory completion of a background check (including a criminal records check) is required for employment. The University will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current employee who was conditionally offered the position. DRIVER'S LICENSE CHECK: Possession of a valid Driver's License is required for certain positions. Employees in positions that require a valid Driver's License will be enrolled in the Department of Motor Vehicles (DMV) Government Employer Pull Notice Program which confirms possession of a valid driver's license and reflects driving record. PHYSICAL AND PSYCHOLOGICAL EXAMS: For certain positions typically in Public Safety, Facilities, Athletics and Information Technology Services departments, employment is contingent upon a candidate passing a pre-employment physical exam with the ability to lift in excess of 50 lbs. Public Safety Officers, in addition to a pre-employment physical exam, will also be required to pass a psychological evaluation. FOR MORE INFORMATION VISIT Human Resources (redlands.edu) SUBMISSION OF A RESUME OR APPLICATION INDICATES AGREEMENT THAT THE UNIVERSITY MAY VERIFY ANY AND ALL INFORMATION CONTAINED THEREIN. MEMBERS OF UNDERREPRESENTED GROUPS ARE ENCOURAGED TO APPLY. AN EQUAL OPPORTUNITY EMPLOYER Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $75k-85k yearly 4d ago
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  • Junior Financial Consultant - ERP Implementation (Entry Level)

    Open Source Integrators

    Finance associate job in Redlands, CA

    Job Description As a Junior Financial Consultant at OSI, you will launch your career at the intersection of finance and technology, helping implement ERP solutions that transform client accounting and financial operations. Working closely with senior consultants, OSI teammates, and customer accounting leaders, you will play a critical role in ensuring that accounting and financial models are accurately designed, implemented, and adopted. This is an entry-level role tailored for ambitious graduates who want to grow beyond traditional accounting and into client-facing consulting, where structure, decisiveness, and collaboration are key Requirements Key Responsibilities: • Partner with OSI teammates and client accounting leaders to translate financial processes into ERP functionality, including budgeting, reporting, and compliance models. • Assist in the implementation of accounting workflows, ensuring that system configurations align with financial best practices. • Document requirements, map processes, and prepare detailed diagrams to guide successful implementation. • Test ERP financial modules to validate accuracy, completeness, and compliance with accounting standards. • Support change management by training client staff on new workflows and ensuring adoption of ERP-driven processes. • Communicate progress, risks, and issues clearly to both OSI project teams and client executives. • Develop consulting skills through exposure to executive decision-making, structured analysis, and client collaboration. Desired Traits & Skills • Structured & Organized: Able to break down accounting processes into actionable steps that fit ERP models. • Collaborative & Communicative: Works well with internal teammates and client executives, keeping all stakeholders aligned. • Resilient & Adaptable: Handles demanding schedules, shifting priorities, and client-facing challenges with composure. • Ambitious & Driven: Views this role as the first step in a consulting career, eager to learn and take on greater leadership. • Solid technical foundation in accounting principles and excellent Excel proficiency. • Integrity and professionalism in all interactions. Education and Experience • Bachelor's degree in Accounting or Finance (required). • Internship or early professional experience in accounting or finance preferred. • Proficiency with Microsoft Excel; exposure to ERP or financial software is a plus. • Demonstrated ability to manage multiple priorities with accuracy and accountability Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Flexible Time Off Short Term & Long Term Disability Training & Development
    $66k-102k yearly est. 29d ago
  • Automotive Finance Manager

    Tom Bell Chevrolet

    Finance associate job in Redlands, CA

    We are seeking an experienced Automotive Finance Manager to join our dealership team. The ideal candidate will have a strong background in automotive sales, financial services, and customer relationship management. This role involves guiding customers through the financing process, ensuring compliance with industry regulations, and maximizing dealership profitability. The successful candidate will demonstrate excellent negotiation skills, a thorough understanding of credit analysis, and proficiency with financial software and title processing. This is a full-time position that offers opportunities for professional growth within a dynamic automotive environment. Duties Manage the entire financing process for vehicle sales, including loan officer responsibilities such as credit analysis, TILA compliance, and contract preparation Develop and maintain strong customer relationships to facilitate upselling of additional products and services Present financing options to customers, explain terms clearly, and negotiate deals to meet both customer needs and dealership goals Process loan applications efficiently using financial software and ensure accurate title processing and documentation Conduct credit checks and analyze financial information to determine approval eligibility Collaborate with sales staff to close deals effectively while adhering to all legal and regulatory requirements Stay updated on industry regulations including TILA and other federal/state laws affecting auto financing Assist customers with loan processing, title transfers, and contract signing while providing exceptional customer service throughout the process Maintain thorough knowledge of dealership inventory, vehicle features, and current promotions to support sales efforts Requirements Proven experience in automotive finance management or a similar role within a dealership environment Strong background in customer relationship management, sales, and negotiation techniques Knowledge of financial services, credit analysis, loan processing, TILA regulations, and contract law Proficiency with financial software systems and title processing tools Excellent math skills including basic math and 10-key typing accuracy for data entry tasks Previous experience as a loan officer or in automobile sales is highly desirable Ability to handle multiple tasks efficiently while maintaining attention to detail Exceptional customer service skills with a professional demeanor Dealership experience preferred but not mandatory; relevant industry certifications are a plus This position offers an engaging work environment where your expertise can directly impact customer satisfaction and dealership success. We value professionalism, integrity, and a proactive approach to building lasting client relationships. Benefits: 401(k) Dental insurance Disability insurance Employee discount Health insurance Opportunities for advancement Paid time off Paid training Referral program Vision insurance Experience: Finance: 2 years (Required) License/Certification: Salesperson Licence (Required) Work Location: In person
    $86k-122k yearly est. Auto-Apply 14h ago
  • Financial Analyst I/II

    Eastern Municipal Water District 4.7company rating

    Finance associate job in Perris, CA

    Eastern Municipal Water District (EMWD) is seeking two highly motivated individuals to fill two vacancies in our Finance Department for the positions of Financial Analyst I/II . If you meet the qualifications outlined below, and you are interested in joining a dynamic business environment working with a stellar team of professionals, we encourage you to apply for these excellent employment opportunities! Under general supervision (Financial Analyst I) or direction (Financial Analyst II), performs responsible, professional administrative, financial, budgetary, statistical and other management analyses in support of departmental or District-wide activities, functions and programs; performs a variety of technical and analytical duties associated with the preparation of reports, studies, and financial records; recommends action and assists in formulating policy and procedure related to financial planning, budgets, rates, charges, debt, investments, banking, and other financial activities; and performs related duties as assigned. CLOSING DATE & TIME: February 17, 2026, 4:00PM Pacific Time SALARY: Financial Analyst I: Range 215: $44.47 - $55.39 Hourly; $7,708.13 - $9,600.93 Monthly Financial Analyst II: Range 218: $51.48 - $64.11 Hourly; $8,923.20 - $11,112.40 Monthly The ideal candidate will have the following knowledge, skills, and abilities (Special Funding): 1. Analytical/Critical Thinking: Ability to analyze and interpret complex financial reports and models. The candidate should be comfortable and competent in Excel and able to work with large databases and locate and identify anomalies in databases, financial models, and banking or property tax data. 2. Coordination & Communication Skills: Ability to analyze complex financial data and communicate it to multiple parties. 3. Financial/Capital Markets Knowledge: Understanding of fixed income securities and related markets. Understanding terms and concepts such as bonds, par, coupon, amortization, debt service c coverage, etc. 4. Written Communication: This position requires correspondence and narratives to be written which will be distributed to outside resources and the public. The candidate should demonstrate the ability to articulate thought in a manner that is sufficient in representing EMWD. The ideal candidate will have the following knowledge, skills, and abilities (Treasury): 1. Treasury Operations & Cash Management: Process ACH/NSF returns, download and review daily bank reports, monitor cash positions, and ensure transactions flow correctly between the bank and financial system for reconciliation. 2. Payment Processing & Banking Platforms: Initiate and validate wires and ACH payments, follow dual control procedures, meet cut-off times, and work confidently within online banking systems. 3. Investment Trade Entry & Back-Office Support: Enter and verify fixed-income trades, confirm settlement details with brokers/custodians, maintain investment logs, and track maturities and policy limits. 4. Reporting, Reconciliation & Research: Prepare monthly treasury reports and other reports as needed by management, assist with bank reconciliations, investigate deposit/balance discrepancies, and perform basic Excel analysis (pivot tables, SUMIF, INDEX-MATCH, etc.). The purpose of this recruitment is to fill 2 vacancies. DISTINGUISHING CHARACTERISTICS Financial Analyst I: This is the entry-level class in the Financial Analyst series. Initially incumbents learn and perform routine financial, budgetary, statistical and other management analyses work. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the Financial Analyst II level but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Financial Analyst II: This is the full journey-level class in the Financial Analyst series. Positions at this level are distinguished from the Financial Analyst I by the performance of the full range of duties as assigned, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. SUPERVISION RECEIVED AND EXERCISED Receives general supervision (Financial Analyst I) or direction (Financial Analyst II) from assigned supervisory or management personnel. Exercises no direct supervision over staff. PLEASE NOTE: In-person, pre-employment interview and/or testing is part of the selection process for this position. BENEFITS: For an overview of EMWD's excellent benefits package please click on the following link: EMWD Benefits Summary To learn more about working at EMWD, view our Join EMWD video by clicking here. EMWD's mission is to deliver value to our diverse customers and the communities we serve by providing safe, reliable, economical and environmentally sustainable services. EMWD is a leader in sustainability efforts that provide long-term benefits to the environment and establishes EMWD as an industry front-runner in adapting to climate change. We have invested in solar energy programs that provide significant environmental benefits, are modernizing our fleet vehicles to be further reliant on clean energy, and have a long-term strategic priority to further reduce our carbon footprint while reducing financial impacts to customers. Required Skills Knowledge of: Positions at the Financial Analyst I level may exercise some of these knowledge and abilities statements in a learning capacity. Principles, practices and terminology of financial statement preparation. Budgeting principles and terminology. Cost accounting methods and procedures. Bond math, including amortization schedules and arbitrage calculations. Federal, state and local laws, codes and regulations in assigned areas of responsibility including professional standards and regulations relating to the financial administration of public agencies. County property tax levy process. Principles and practices of business data processing, particularly related to the processing of financial and statistical information and interpretation of input and output data. The District's Chart of Accounts and multiple District cost center coding structure. Basic principles and practices of cash flow and investment portfolio management. Policies and procedures related to debt administration. Principles, practice, and terminology of cost analysis and rate setting. District and mandated safety rules, regulations, and protocols. Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and District staff. The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar. Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed. Ability to: Perform analytical and technical duties in the District's financial reporting, budgeting, investments, forecasting, debt administration, rates, and related areas. Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed. Make calculations and tabulations and review fiscal and related documents accurately and rapidly. Understand and carry out written and oral instructions. Prepare clear and accurate financial records and reports. Make clear and concise oral presentations. Effectively represent the department and the District in meetings with governmental agencies; community groups; various business, professional, and regulatory organizations; and in meetings with individuals. Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments. Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks. Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
    $51.5-64.1 hourly 6d ago
  • Financial Analyst - Corporate Development

    Esri 4.4company rating

    Finance associate job in Redlands, CA

    The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs. Join the team fully onsite at our stunning campus in Redlands, CA. Responsibilities Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis Prepare presentations, reports, and documentation for department and corporate management Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems Maintain and update systems used to track acquisition activity and key information Requirements 2+ years of prior experience or relevant experience Experience with budgeting and planning methodologies and tools Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines Familiarity with accounting financial statements Ability to work independently Analytical and problem-solving skills Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US Bachelor's degree in Accounting, Finance, or in a related field Recommended Qualifications Experience working with SAP or other large ERP systems Experience working with advanced reporting tools such as Power BI Familiar with SQL and relational databases #LI-JH2
    $71k-95k yearly est. Auto-Apply 7d ago
  • Finance Manager

    Oremor Automotive Group

    Finance associate job in Temecula, CA

    We want you to be a part of our Success!! We have over 1000 vehicles inventory to satisfy our customer needs. Temecula Valley Toyota is the fastest growing Toyota dealership in the USA with phenomenal Customer Satisfaction. View comments on Google and Yelp! We have a highly competitive pay plan. Pay plan includes month end bonuses throughout the month which allows you to make well over $100K a year. If you are an enthusiastic self-starter with a passion for customer service, selling and enjoy working with people, then you need to be a part of our Sales Team at Temecula Valley Toyota. Our strategy will help you with networking and repeat business. Our ideal candidate has the following: High school diploma or GED. 5 + years experience from High Volume Dealership as a Finance Manager (TOYOTA experience Preferred). Excellent customer service skills. Confident and outgoing personality. Professional appearance and great communication skills. The Finance Manager coordinates all activities regarding finance and insurance for our valued customers, which includes working to help customers obtain financing, preparing all associated documentation, and selling extended service contracts and additional protection products. He or she ensures all deals are done in a timely manner and according to all legal requirements and dealership policies. The Finance Manager will be responsible for preparing and ensuring the accuracy of legal documents, selling products and services to new and used vehicle customers, and enhancing the customer experience while achieving maximum profitability. In addition to competitive pay, we offer our employees: Health, Dental, Vision, Life, 401K, Health &Wellness Program, community involvement and company paid vacation and holidays. Responsibilities Offers vehicle financing and insurance to customers and provides them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies. Works with customers to obtain financing through lenders on vehicle purchases in conformance with state and federal law. Prepares all state and federal documents regarding vehicle purchases in a timely manner and in accordance with established laws and procedures. Maintains good working relationships with lending institutions to secure competitive interest rates and financing programs. Works with the Sales team to ensure all new sales are referred to the F&I department and that the Sales team has information on finance and lease programs and understands the benefits of the dealership's financing and extended service programs. Ensures 100% compliance with all state and federal laws and regulations. Performs other duties as assigned. Greeting client to effectively time transition from Sales to Finance. Determines client's financing needs based on a professional interview process. Educates client the value of these options and products and assist them to make the wisest and best decision. Processing finance transaction including lenders approval and timely funding. Ensures that all administrative processes are handled timely and in compliance with company policy. Ensuring clients satisfaction on every transaction and address it immediately if needed. Providing an exceptional client experience. Achieving targeted Sales and Finance departments' goals. Finance manager performance is measured by achieving targeted Client Satisfaction Index and Targeted Sales and Finance goals. Follow all company policies and procedures. Demonstrates behaviors consistent with the Company's Values in all interactions with customers, co-workers and vendors. Qualifications 5 + years experience from High Volume Dealership as a Finance Manager (TOYOTA experience Preferred). Prior sales experience preferred but not required. Tekion experience a PLUS! Professional appearance and work ethic. Self-Starter and Self-Motivator. Excellent communication, customer service, and problem solving skills, including the ability to maintain composure under stress. Excellent interpersonal skills to interact professionally with customers, vendors, and staff. Strong organization skills, able to multi-task, and can manage time to meet frequently changing deadlines in a fast-paced environment. Strong math skills. Strong computer and internet skills, including Microsoft Office suite. Excellent Verbal/Written communication skills, and Customer Satisfaction Skills. Bilingual a PLUS!
    $100k yearly Auto-Apply 60d+ ago
  • Analyst - Financial

    NBS 4.5company rating

    Finance associate job in Temecula, CA

    Job Title: Analyst - Financial Classification: Full Time, Exempt Salary Range: $65,000 - $100,000 NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule. Summary: NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services. Essential functions: Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary. Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables. Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives. Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution. Knowledge/Skills/Abilities: Ability to learn how to analyze and interpret statutes and regulatory codes. Establish and maintain effective client relationships. Possess excellent organization skills and time management skills. Advanced proficiency in Microsoft Office, specifically Excel. Ability to analyze complex sets of data within various program platforms. Excellent written and verbal communication skills. Ability to identify and escalate issues beyond the current level of expertise. Must display attention to detail and to be meticulous and accurate in handling large data sets. Ability to adjust and manage competing priorities. Education may vary; a degree in business, public administration, finance, or IT is preferred. NBS Benefits: We offer a full line of benefits including the following: Employee Stock Ownership Program - 100% Employee Owned 401k Plan with a generous employer match Medical and Dental Insurance coverage is paid in full for the employee. Paid Vacation, Sick, Holidays, and Volunteer time. Life insurance covering the employee in the sum of $100,000, is paid in full by NBS. Short- and long-term disability insurance for the employee is paid in full by NBS. About NBS: NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.
    $65k-100k yearly 60d+ ago
  • Branch Relationship Banker - Palm Desert, CA

    California Bank & Trust 4.4company rating

    Finance associate job in Palm Desert, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Palm Paseo, Palm Desert CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: * Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. * Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. * Responsible for making appropriate referrals for other bank products and services, including commercial lending products. * Follows up with clients as needed. * May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. * Responsible to resolve customer service issues. * Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. * May be responsible for processing cash transactions and other customer service duties within the branch. * Other duties as assigned. Qualifications: * High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Previous experience in a financial sales representative-oriented role preferred. * Working knowledge of mathematical calculations and standard banking products, services and transactions. * Solid knowledge of all retail products and services. * Basic knowledge of consumer lending applications. * Proven customer service, interpersonal and communication skills, both verbal and written. * Effective selling, cross-selling and referral skills. * Solid mathematical, problem-solving and negotiation skills. * Solid interpersonal & relationship building skills. * Strong attention to detail and time management. * Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
    $22-28 hourly 11d ago
  • Finance Manager

    Temecula Valley Toyota 4.2company rating

    Finance associate job in Temecula, CA

    We want you to be a part of our Success!! We have over 1000 vehicles inventory to satisfy our customer needs. Temecula Valley Toyota is the fastest growing Toyota dealership in the USA with phenomenal Customer Satisfaction. View comments on Google and Yelp! We have a highly competitive pay plan. Pay plan includes month end bonuses throughout the month which allows you to make well over $100K a year. If you are an enthusiastic self-starter with a passion for customer service, selling and enjoy working with people, then you need to be a part of our Sales Team at Temecula Valley Toyota. Our strategy will help you with networking and repeat business. Our ideal candidate has the following: High school diploma or GED. 5 + years experience from High Volume Dealership as a Finance Manager (TOYOTA experience Preferred). Excellent customer service skills. Confident and outgoing personality. Professional appearance and great communication skills. The Finance Manager coordinates all activities regarding finance and insurance for our valued customers, which includes working to help customers obtain financing, preparing all associated documentation, and selling extended service contracts and additional protection products. He or she ensures all deals are done in a timely manner and according to all legal requirements and dealership policies. The Finance Manager will be responsible for preparing and ensuring the accuracy of legal documents, selling products and services to new and used vehicle customers, and enhancing the customer experience while achieving maximum profitability. In addition to competitive pay, we offer our employees: Health, Dental, Vision, Life, 401K, Health &Wellness Program, community involvement and company paid vacation and holidays. Responsibilities Offers vehicle financing and insurance to customers and provides them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies. Works with customers to obtain financing through lenders on vehicle purchases in conformance with state and federal law. Prepares all state and federal documents regarding vehicle purchases in a timely manner and in accordance with established laws and procedures. Maintains good working relationships with lending institutions to secure competitive interest rates and financing programs. Works with the Sales team to ensure all new sales are referred to the F&I department and that the Sales team has information on finance and lease programs and understands the benefits of the dealership's financing and extended service programs. Ensures 100% compliance with all state and federal laws and regulations. Performs other duties as assigned. Greeting client to effectively time transition from Sales to Finance. Determines client's financing needs based on a professional interview process. Educates client the value of these options and products and assist them to make the wisest and best decision. Processing finance transaction including lenders approval and timely funding. Ensures that all administrative processes are handled timely and in compliance with company policy. Ensuring clients satisfaction on every transaction and address it immediately if needed. Providing an exceptional client experience. Achieving targeted Sales and Finance departments' goals. Finance manager performance is measured by achieving targeted Client Satisfaction Index and Targeted Sales and Finance goals. Follow all company policies and procedures. Demonstrates behaviors consistent with the Company's Values in all interactions with customers, co-workers and vendors. Qualifications 5 + years experience from High Volume Dealership as a Finance Manager (TOYOTA experience Preferred). Prior sales experience preferred but not required. Tekion experience a PLUS! Professional appearance and work ethic. Self-Starter and Self-Motivator. Excellent communication, customer service, and problem solving skills, including the ability to maintain composure under stress. Excellent interpersonal skills to interact professionally with customers, vendors, and staff. Strong organization skills, able to multi-task, and can manage time to meet frequently changing deadlines in a fast-paced environment. Strong math skills. Strong computer and internet skills, including Microsoft Office suite. Excellent Verbal/Written communication skills, and Customer Satisfaction Skills. Bilingual a PLUS!
    $100k yearly Auto-Apply 60d+ ago
  • Finance Intern

    City of Redlands 3.4company rating

    Finance associate job in Redlands, CA

    The City of Redlands Finance Division is seeking a motivated Intern for an exciting opportunity that offers a flexible schedule of 8-30 hours per week, depending on the intern's school schedule and departmental needs. Under direction, performs a variety of administrative, clerical, and entry-level technical tasks within the Finance Department. The Finance Intern assists staff with routine financial processes, data entry, document management, and basic accounting support. Interns receive mentoring and practical experience in public-sector finance operations, including records management, reconciliations, and general administrative functions.Examples of duties may include, but are not limited to, the following: * Assists with data entry related to financial, accounting, or budget records; * Organizes and maintains department records, including filing, document scanning, and preparing records for approved destruction in accordance with retention schedules; * Assists with basic account reconciliations and prepares routine journal entries under supervision; * Utilizes financial and document management software to input and retrieve information; * Provides general administrative support to Finance staff; * Assists with special projects and research as assigned; and * Performs other related duties as assigned. Education: * College level course work in business, finance, accounting, or a related field. * Current enrollment in courses of a bachelors degree program is desired. Special Requirements: Essential functions and duties require the following physical abilities and work environment: * Ability to work in a standard office environment; * Required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. * Occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. * The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. IMPORTANT APPLICATION INFORMATION AND INSTRUCTIONS Candidates must clearly demonstrate through their application material that they meet the minimum qualifications of the position. All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. Examinations for the positions may consist of any combination of written, performance, and oral exams to evaluate the applicant's skills, training, and experience for the position. The employment application must be completed and submitted online. Applicants must list current and past work experience. Do not indicate "See Resume". Proof of education such as but not limited to, university/college transcripts and degrees must be submitted online with your application. Applicants are responsible for attaching proof of education, certification, and/or license to each position for which they apply. The following documents are required for this position: 1. Unofficial transcripts verifying college level course work in business, finance, accounting, or a related field. An applicant with a college degree obtained outside the United States must have education records evaluated by a credentials evaluation service. This evaluation must be submitted by the application deadline. Failure to provide all required documents will result in elimination from the selection process. Please note, the City of Redlands' preferred method of communication with applicants is via e-mail. As such, please ensure you verify the e-mail address on your application, and check your e-mail frequently, including your spam and junk folders. The successful candidate will be required to undergo a reference/background check (to include a conviction record) and pass a post-offer pre-employment medical examination (which may include a drug/alcohol screening depending upon job classification). The City of Redlands utilizes E-Verify and new employees must provide documentation to establish both identity and work authorization. For questions regarding this recruitment, please contact Julie Maher at *************************, or Sophia Diaz at ************************
    $34k-42k yearly est. Easy Apply 1d ago
  • Main Banker- P/T (33527)

    Agua Caliente Spa Resort & Casino 3.9company rating

    Finance associate job in Palm Springs, CA

    PAY: Competitive Hourly Rate + Tips To be a Guest Service ambassador for the casino, as well as performing accurate monetary and financial transactions, as assigned. Essential Duties and Responsibilities, includes but not limited to: * Exchange cash for various casino instruments, exchange various casino instruments for cash, exchange cash for cash. * Train and work in all Casino Cage banks and windows, including (but not limited to) the chip bank, employee bank, cash machines bank and vault bank. * Pay slot and table games jackpots * Issue casino credit markers and take payment on outstanding casino credit debt * Perform credit card advance and electronic check transactions * Comply with all Federal Anti-Money Laundering requirements and regulations * Provide excellent service to our casino guests and team members Supervisory Responsibilities Access to Sensitive Areas and Information As per the ACGC Access Matrix. Signatory Ability All Cage related forms GAMING EXPERIENCE PREFERRED
    $33k-42k yearly est. 4d ago
  • Community Banker

    Provident Financial Holdings, Inc. 4.5company rating

    Finance associate job in Hemet, CA

    Title: Community Banker Division: 06 - Retail Banking Branch: RBC 6 - Hemet Located at: 1690 E. Florida Avenue, Hemet, CA 92544 Job Type: Non-Exempt/Prime-Time (32-38/hours/week) Hourly Range: $19.00- $22.00per hour About Provident Savings Bank Founded in 1956 by Gordon Blunden, Provident Savings Bank was built on the vision of creating a lasting business that would serve the community for generations. Our mission is to empower and support our community by offering exceptional financial services with integrity and a personalized touch. We foster a positive, supportive work environment for our employees, providing opportunities for professional growth, competitive benefits, and a culture of respect and collaboration. By investing in our team, we ensure they can deliver the best service to our customers. Together, we focus on building enduring relationships, supporting local growth, and contributing to the overall prosperity of our community. Overview: The Community Banker is responsible for providing superior customer service at the retail banking center, receiving and processing funds as required, balancing out all daily transactions, and successfully cross-selling services and products of the Bank. This is a prime-time position, which typically involves working between 35 and 38 hours per week. The role is also eligible for a comprehensive benefits package, including medical, dental, and vision insurance, as well as accrued vacation, sick leave, and personal time. Your potential work schedule will be as follows: Monday through Thursday: Approximately 8:30 a.m. to 5:30 p.m. Friday: Approximately 8:30 a.m. to 6:30 p.m. Saturday: Approximately 9:30 a.m. to 2:30 p.m. (half-day shift) The hourly pay for this position is $20.00 Reports to / Supervision Received * Manager: Branch Service/Operations Manager * Next-Level Manager: Community Banking Manager * Senior Manager: Senior Vice President, Retail Banking Essential Functions: * Will meet or exceed all established goals and objectives for this position. * Performs all tasks in full compliance with established policies and procedures; such tasks to include posting deposit and withdrawal transactions, and handling all check-cashing requests in full compliance with Regulation CC. * Maintain and ensure that approved cash drawer limits are adhered to as outlined in the cash control procedure, and maintains proper records of all transactions; balancing of cash drawer on a daily basis in a timely manner; when required, may assist in proofing daily transactions. * Responsible for designated duties, which may include completion of money order, or cashier checks, and processing of loan payments; ensuring proper identification of customer is received and collects service fees, as applicable; and merchant transactions as required. * Professionally and effectively maintain a level of communication throughout all customer interaction including the need to explain various decisions made on transactions. * Ensures that all security procedures are adhered to. These procedures include opening and closing procedures, cash drawer limits, dual control functions, elder abuse reporting, and compliance with BSA regulations. * Actively generates new business relationships and participates in outside sales activities including: cold calling, prospecting, community events, telemarketing, Bank-At-Work events, etc. Must possess strong presentation skills and the ability to creatively develop new business relationships inside and outside of the branches. Requires flexibility to participate in offsite business development endeavors and will maintain a business pipeline. * Arranges for transfers between accounts; and handles loan payment transactions. Accurately prepares documents, i.e., allotment visa debit card applications, visa debit card lost/stolen, as well as filing of various records relating to accounts. * Assists in the handling of daily mail, including the processing of deposits and loan payments, Responsible for the proper control of cash, as well as protection of confidential financial information, to include non-disclosure of password and teller number, and control of teller keys/combos at all times. Protects the confidentiality of all financial data relating to bank operations and its customers. * Maintains inventory of supplies, forms and equipment at the banking center at a satisfactory level; makes recommendations for additions and/or deletions to the Community Banking Manager. * Establishes and maintains the necessary records and files for the banking operation; records and directs pick-up, opening, delivery and depositing of mail for the Center, as necessary. * Ensures that all credit card cash advance transactions are handled in accordance with established policies and procedures with proper identification and approval. * Confidently possesses sufficient product knowledge and seeks opportunities to explain, promote, or sell/cross-sell benefits of bank services and products to customers, while providing quality customer service. Maintains a prospect log and follows up with potential relationships and responds to customer inquiries in a professional, courteous, and timely manner. * Responsible for maintaining high level of job performance to meet and/or exceed the standard for this position in order to ensure achievement of the Department's goals. Supervisory Responsibility This position generally does not supervise other staff members. Required Education and/or Experience * High school diploma or equivalent. * Successful completion of in-house training program or other approved training program. Skills * Must maintain working knowledge of all federal and state banking regulations as they relate to tasks being performed. * Must have ability to work well with customers and staff, both in person and by telephone; good interpersonal skills. * Sales skills a plus. Certificates, Licenses, Registrations Must have a valid California driver's license and carry current auto insurance that meets or exceeds the minimum requirements of the California DMV.
    $19-22 hourly 1d ago
  • Automotive Finance Manager - Canyon Lake, California, United States

    Automotohr Automotive

    Finance associate job in Canyon Lake, CA

    Automotive Finance Manager City State - Company Name If you're serious about your career, then rest assured you've come to the right place. At Company Name, you'll find the opportunities, resources, and support you need to grow and develop professionally. We are committed to your success and invested in your future. Finance & Insurance Manager is responsible for coordinating the sale of finance and insurance programs to customers. The Finance and Insurance Manager works with lenders and financial institutions to provide financial services to dealership customers. Essential Duties and Responsibilities include the following. Other duties may be assigned. Sells financing and insurance to customers. Responsible for the attainment and gross production of financial services' goals and objectives. Reviews customer credit applications. Makes extended service contracts and other owner protection programs available to customers. Assesses profitability to dealership of financing arrangements. Utilizes the menu selling process. Ensures necessary documentation for each deal is complete by utilizing a deal checklist. Maintains Customer Satisfaction scores at or above company standards. Works closely with sales team. Ensures compliance with all laws and regulatory obligations relative to financial services and products. Supports the dealership's initiative in Safeguard and Transaction compliance programs. Complies with all Safeguard and Transaction compliance rules and regulations. Ensures that all organizational activities and operations are carried out in compliance with organizational guidelines and local, state, and federal regulations and laws governing business operations. Oversees completion and submission of all financing documents. Acts as liaison between the customer and the lending institution. Reinforces company policies and adheres to company standards. Encourages compliance with applicable laws and regulations. Ensures adherence to F&I reporting requirements of company. Attends weekly manager meetings. Maintains effective employee relations. Promotes and maintains good ESI. Job Requirements At least __ years automotive dealership F&I producer experience required Finance and Insurance Management training preferred Proven track record Strong record of positive Customer Satisfaction results Team-oriented Submit to and successfully complete MVR, background check, and pre-employment drug test Valid driver's license with good driving record Benefits Include: Our team members enjoy a positive working environment with opportunities for professional growth through training and advancement from within the organization. Our team members also enjoy a comprehensive benefits program including: Medical, Employee discounts on vehicle purchases, parts and service Paid-time-off We also offer a group of supplemental benefit plans including dental coverage, short-term disability, long-term disability and supplemental life insurance. Comprehensive employee recognition programs. Continued training through the manufacturer. Opportunities for career advancement. When you join our organization, you'll enjoy comprehensive training, competitive compensation, and unparalleled benefits. Simply put, you'll experience the best that a career in the automotive industry has to offer. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. We reserve the right to amend and change responsibilities to meet business and organizational needs as necessary. We are an Equal Opportunity Employer and a drug free workplace. We Would Love To Talk With You! Apply By Clicking The "Apply Now" Button
    $86k-122k yearly est. 60d+ ago
  • Personal Banker Beaumont, Hemet, Perris, and surrounding locations

    Wells Fargo 4.6company rating

    Finance associate job in Beaumont, CA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Must take and pass required language assessment * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * BEAUMONT: 499 E. 6th Street Beaumont, CA 92223 * 2nd STREET MARKET PLACE: 1494 E. 2nd Street Beaumont, CA 92223 * HEMET: 1100 E. Florida Ave. Hemet, CA 92543 * PERRIS MAIN: 2560 N. Perris Blvd. Suite B Perris, CA 92571 * YUCAIPA: 33644 Yucaipa Blvd. Yucaipa, CA 92399 Pay Range: $21.00 - 30.00 USD Hourly Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 28 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $21-30 hourly 4d ago
  • Relationship Banker - Palm Springs Desert Market

    Bank of America 4.7company rating

    Finance associate job in Palm Desert, CA

    Palm Desert, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $31k-37k yearly est. 7d ago
  • Branch Relationship Banker - Palm Desert, CA

    California Bank & Trust 4.4company rating

    Finance associate job in Palm Desert, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Palm Paseo Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: * Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. * Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. * Responsible for making appropriate referrals for other bank products and services, including commercial lending products. * Follows up with clients as needed. * May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. * Responsible to resolve customer service issues. * Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. * May be responsible for processing cash transactions and other customer service duties within the branch. * Other duties as assigned. Qualifications: * High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Previous experience in a financial sales representative-oriented role preferred. * Working knowledge of mathematical calculations and standard banking products, services and transactions. * Solid knowledge of all retail products and services. * Basic knowledge of consumer lending applications. * Proven customer service, interpersonal and communication skills, both verbal and written. * Effective selling, cross-selling and referral skills. * Solid mathematical, problem-solving and negotiation skills. * Solid interpersonal & relationship building skills. * Strong attention to detail and time management. * Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm 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 $20 - 22 hourly depending on job-related factors such as level of experience.
    $20-22 hourly 11d ago
  • Main Banker- P/T (33527)

    Agua Caliente Casinos 3.9company rating

    Finance associate job in Palm Springs, CA

    PAY: Competitive Hourly Rate + Tips To be a Guest Service ambassador for the casino, as well as performing accurate monetary and financial transactions, as assigned. Essential Duties and Responsibilities, includes but not limited to: Exchange cash for various casino instruments, exchange various casino instruments for cash, exchange cash for cash. Train and work in all Casino Cage banks and windows, including (but not limited to) the chip bank, employee bank, cash machines bank and vault bank. Pay slot and table games jackpots Issue casino credit markers and take payment on outstanding casino credit debt Perform credit card advance and electronic check transactions Comply with all Federal Anti-Money Laundering requirements and regulations Provide excellent service to our casino guests and team members Supervisory Responsibilities Access to Sensitive Areas and Information As per the ACGC Access Matrix. Signatory Ability All Cage related forms GAMING EXPERIENCE PREFERRED Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Education and/or Experience High school diploma or G.E.D. 1 year related experience and/or training; or equivalent combination of education and experience in high volume cash operations. Must be able to use a Ten Key Adding Machine. Must have a professional demeanor and be able to communicate well with the public. Must be able to communicate in English. Must be able to work in an intense and fast paced environment where a high degree of concentration is necessary to perform required job duties. Working Conditions/Physical Demands To perform this job successfully, the individual must be able to stand, move and work throughout the office area and properties, including walking up to 1 mile, climbing stairs and standing at a desk/work station for the duration of the shift. Must be able to work in a smoke filled environment. Typically the individual will be housed in an office environment. The noise level in the work environment is usually moderate, but will escalate when located in the casino environment. Must be able to grasp, bend, lift and/or carry or otherwise move goods weighing a minimum of 50 lbs. on an intermittent basis, and sufficient dexterity of hand in order to use office equipment including, but not limited to: a computer keyboard, calculator, general office equipment and multi-line telephone.
    $33k-42k yearly est. 3d ago
  • Personal Banker Beaumont, Hemet, Perris, and surrounding locations

    Wells Fargo 4.6company rating

    Finance associate job in Hemet, CA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Must take and pass required language assessment * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * BEAUMONT: 499 E. 6th Street Beaumont, CA 92223 * 2nd STREET MARKET PLACE: 1494 E. 2nd Street Beaumont, CA 92223 * HEMET: 1100 E. Florida Ave. Hemet, CA 92543 * PERRIS MAIN: 2560 N. Perris Blvd. Suite B Perris, CA 92571 * YUCAIPA: 33644 Yucaipa Blvd. Yucaipa, CA 92399 Pay Range: $21.00 - 30.00 USD Hourly Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 28 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $21-30 hourly 4d ago
  • Relationship Banker -Riverside South Market

    Bank of America 4.7company rating

    Finance associate job in Temecula, CA

    Murrieta, California;Murrieta, California; Murrieta, California; Temecula, California; Temecula, California; Temecula, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description** : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $31k-37k yearly est. 11d ago
  • Personal Banker Beaumont, Hemet, Perris, and surrounding locations

    Wells Fargo 4.6company rating

    Finance associate job in Yucaipa, CA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Must take and pass required language assessment * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * BEAUMONT: 499 E. 6th Street Beaumont, CA 92223 * 2nd STREET MARKET PLACE: 1494 E. 2nd Street Beaumont, CA 92223 * HEMET: 1100 E. Florida Ave. Hemet, CA 92543 * PERRIS MAIN: 2560 N. Perris Blvd. Suite B Perris, CA 92571 * YUCAIPA: 33644 Yucaipa Blvd. Yucaipa, CA 92399 Pay Range: $21.00 - 30.00 USD Hourly Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 28 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $21-30 hourly 4d ago

Learn more about finance associate jobs

How much does a finance associate earn in Cathedral City, CA?

The average finance associate in Cathedral City, CA earns between $37,000 and $127,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Cathedral City, CA

$69,000
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