Finance planner jobs in Murrieta, CA

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we're redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you'll join that evolution. What You'll Do: Revenue Growth & Business Development Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota. Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity. Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business. Client Acquisition & Relationship Management Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value. Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities. Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader. Sales Process & Cadence Discipline Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle. Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes. Market Research & Competitive Analysis Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning. Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies. What You'll Bring: Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred. Property and Casualty license preferred, or ability to obtain license upon hire. Our ideal candidate will bring: Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets. Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms. Demonstrated technology skills, including experience using CRM and AI applications. If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you. The base salary range for this position is $65,000 - $100,000 annually and is eligible for commissions. This range reflects Acrisure's good faith estimate at the time of this posting. Actual compensation will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Pay Details: The base compensation range for this position is $60,000 - $100,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting ******************* . California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.

CAM Analyst Direct Hire; $90K - $95K base salary Irvine, CA 92612 *Must have commercial property management experience with processing CAM. KEY RESPONSIBILITIES: · Have a thorough understanding of retail accounting principles including recovery ratios and methods, allocating costs to various CAM/CAMA pools, accrual, and cash basis accounting, reading, and understanding financials and being able to abstract information from a lease. · Responsible for processing monthly Base Rent/CAM/INS and RE taxes, including other miscellaneous financial obligations. · Assist with conducting audits and analyzing lease documents, addressing any discrepancies, issues, and questions, make recommendations and implement solutions. · Tracking and maintaining critical lease dates. · Reviewing lease documents and databases to ensure accuracy and lease compliance. · Abstracting and interpreting commercial lease documents (leases, amendments, sublease, CCR's). · Assist in completing other tasks within the department when additional resources are needed. · Establish and implement a lease audit function to review existing data in the Yardi system and identify areas of improvement and maximize revenue opportunities/CAM savings. · Responsible for responding to internal and external communication regarding leases and rent/cam charges. NOTE: Company reserves the right to adjust your duties and responsibilities at any time. QUALIFICATIONS: Experience: · Minimum of 5-10 years of experience in commercial property management, with a focus on retail and office spaces. Education: Bachelor's degree in business administration - Accounting - Financial Management. Skills: · Strong financial acumen and experience with CAM/CAMA pools. · Accrual and cash basis accounting. · Lease Abstract, processing monthly Base Rent/CAM/INS. · Budgeting and Financial reporting. · Excellent communication and interpersonal skills. · Proficiency in property management software (i.e., Yardi). · Ability to multitask and prioritize in a fast-paced environment. · Strong problem-solving and decision-making abilities. Benefits: · Health, dental, and vision insurance · 401(k) plan · Paid time off and holidays · Professional development opportunities

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** Compensation: $82,000 - $119,000 at plan Responsibilities: Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Qualifications: Must have effective relationship management skills Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Required to effectively network to identify potential new clients Must live in California About Company At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranked #71 on the Fortune 500 list, Fortune magazine, 2024 Fortune magazine's list of World's Most Admired Companies in 2024, Fortune 100 Most Admired company in Insurance and financial services 2021, Money's Best Whole Life Insurance Company 2024 Take the first step to your future success. Apply Today!

Are you a BCom graduate eager to build a successful career in the investment/financial planning industry? Our client in Claremont is looking for a bright, motivated graduate to join their team as a Junior Financial Planner. No prior industry experience is required; you will receive full training and ongoing development to help you grow into the role. Fluency in Afrikaans and English will be required. REQUIREMENTS A completed BCom degree (Finance/Business/Insurance/Risk advantageous) Genuine interest in developing a long-term career in the investment industry Fluent in English and Afrikaans (both essential) Detail-oriented, organised, and eager to learn Confident communicator with a professional attitude Able to work in-office in Claremont Monday to Friday Full training provided - perfect for graduates Clear career growth opportunities within the insurance sector Supportive, friendly team environment A chance to gain valuable, practical experience from day one DUTIES Support the team with day-to-day administration Assist with client enquiries and prepare policy documentation Update and maintain accurate client records Liaise with insurers and internal departments Ensure compliance with industry standards Provide general administrative support Salary: R negotiable dependent on experience Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below. Follow us on Facebook Follow us on LinkedIn Visit our Website

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Our client is a growing REIT located in Orange County and this role will focus on real estate acquisitions and dispositions in addition to portfolio analysis. The primary role of the Analyst is to partner with a team of Asset Managers by assisting with daily tasks and proactively addressing asset management issues that arise. The primary functions of this position are to perform analyses in support of property and portfolio operating performance, capital investment decision making, and to prepare ad hoc analyses on behalf of the Asset Management team. Responsibilities include but are not limited to: Perform analyses of operating performance for portfolios and priority assets and comparison with industry ratios Perform analyses on move ins/move outs, rent rolls, labor reports, real estate taxes and other relevant items Populate site visit reports and track the follow up action items resulting from site visits Perform analyses for capital investment plans, budgeting and investment performance Prepare ad hoc analyses, including but not limited to: Investment Committee memorandum, capital ROI analysis, dispositions, lease restructures, and construction loan analysis • Exhibit detailed understanding of capital investment financial modeling Maintain working relationship with internal departments (Accounting, Financial Planning & Analysis, Capital Asset Management, Legal, Tax) as well as with external counterparts including firm clients. Maintain a working knowledge of RIDEA JV structures and related components to support the execution of operational and capital planning objectives Demonstrate knowledge of key provisions within lease, JV and management agreements to proactively monitor and manage compliance as provided within those documents Assist Asset Management and Investments teams with due diligence for underwriting acquisitions and dispositions MINIMUM POSITION REQUIREMENTS Bachelors degree from an accredited college or university, majoring in Finance, Accounting or Economics 1 to 2 years of experience in real estate investment finance, equity investment underwriting, or financial or operational analysis in commercial or industrial real estate industry preferred Expert knowledge using spreadsheet programs (including Microsoft Excel) and presentation programs (including PowerPoint) Working knowledge of Argus strongly preferred Ability to travel (less than 10% of the time) Strong written and oral communication skills, interpersonal skills, and ability to work with others Detail-oriented, analytical and problem-solving skills

RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye. OVERVIEW: The Senior Payroll & Equity Analyst ("Sr. P&E Analyst") performs full cycle US payroll on a weekly and semi-monthly basis, working with a team composed of a manager and a junior accountant. The position assists with the management of data in Equity Edge Online (EEO), including uploading stock option grants, coordinating vesting of restricted stock units and employee stock purchase (ESPP) contributions. This role will partner cross functionally with teams such as HR and Accounting, and we are looking for an individual that will take initiative to drive process improvements and automation of manual tasks. Requirements ESSENTIAL DUTIES AND RESPONSIBILITIES: Payroll: Process accurate and timely weekly and semi-monthly payroll using Paylocity payroll system and record payroll activity to the G/L. * Maintain integrity of employee payroll data in Paylocity to ensure records are up to date and resolve discrepancies. * Enter and/or update payroll records including benefits deductions, wage garnishments, compensation, department transfer, etc. * Review timecards for accuracy or missing information and process all payroll adjustments as well as supplemental income such as bonuses and commissions. * Process equity compensation income including RSU, ISO/NQO and ESPP as applicable. * Ensure payroll operations comply with all applicable federal, state, and local regulations, including tax filings, garnishments, and wage/hour laws. * Ensure that all employee contributions are timely entered into the retirement plan and health savings account and upload contributions in respective portals. * Review benefit contribution data imports from PlanSource to Paylocity for accuracy. * Lead year-end payroll activities, including W2 preparation, tax reconciliations and system updates. * Prepare, analyze, and reconcile payroll reports and metrics for Finance, HR and audit purposes. * Completing ad hoc reporting and analysis as requested. Equity: Oversee stock-based compensation processing (RSUs, ISO/NQO and ESPP). * Maintain EEO database and conduct regular audits against Paylocity database for completeness (new hires, terminations, account changes, etc.). * Upload any changes to employees from Paylocity to E*TRADE. * Update the database for wages and taxes after each semi-monthly payroll to ensure that the taxes are up to date. * Monitor EEO for stock option transactions and process transactions in payroll to meet statutory reporting and withholding obligations. Audit * Ensure compliance with SOX controls. * Assist with annual external audit. * Assist with Workers' Compensation audit. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: * Intermediate/Advanced MS Excel * Must possess excellent written and verbal communication skills along with strong problem-solving skills, good organizational skills, attention to detail as well as excellent interpersonal skills * Ability to prioritize assignments, meet critical deadlines and manage various projects * Ability to review and understand federal and state laws as well as government regulations * Ability to form positive and constructive relationships with managers and employees * Ability to maintain confidentiality of employee information EDUCATION, EXPERIENCE, and TRAINING: * Bachelor's degree in accounting or finance * Minimum of 5 years' experience in Payroll and Equity Experience required * Payroll certification is preferred but not required * Must be flexible and adaptable to change * Self-motivated with the ability to prioritize multiple projects under tight deadlines and work independently * Ability to work professionally with all levels of management * Support our company values (Customer Focused, Sense of Urgency, Teamwork, Respect) * Training to be completed in accordance with the training plan for this position as maintained in the document control system * The training requirements on TRN-10007 Insider Trading Policy, TRN-10008 Global Anti-Bribery and Anti-Corruption Policy and TRN-10009 Code of Business Conducts and Ethics must be diligently completed within 30 days from the hiring date and on an annual basis COMPUTER SKILLS: * ERP a plus * MS Office (Excel, Word, PowerPoint, Outlook) Notice to Staffing Agencies and Search Firms: RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances. Salary Description $90,000 To $110,000 Per Year

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300

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 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-Onsite #LI-JH2

Job Description As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities Prospecting for clients through referrals, personal observation and networking Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications Strong interpersonal skills and customer service focus Experience working with vlients virtually Market development/networking abilities Presentation and organization skills Strong work ethic, self-motivated and goal-oriented BA, BS, and/or graduate degree or equivalent work experience required Benefits Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term. LOCATION: Newport Beach, CA and Virtual

BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements. The Job Essentials: Reporting & Analysis: * Lead financing draw down processes, including reporting packages and lender submissions * Lead new bank account processing, including KYC and compliance reporting * Prepare quarterly reporting packages, including detailed financial close packages * Lead monthly corporate expense processing and approval * Analyze financial statements and results * Prepare revenue stream reconciliations and segmented analysis * Assist with tax compliance and tax returns * Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports. * Perform ad hoc assignments, as needed Accounting: * Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers * Ensure complete and accurate books for all management entities within Yardi, including general partner entities * Ensure accuracy and effectiveness in all corporate accounting tasks * Oversee the verification, allocation, and posting of accounts payable and receivable * Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP * Oversee maintenance of fixed assets processes and GL subledger * Perform ad hoc assignments, as needed The Qualifiers: * Bachelor's degree in Accounting, Business Administration, Finance or related degree * 2+ years of corporate accounting or finance experience, preferably in investment management or real estate. * Advanced Excel capabilities, including cash flow modeling. * Knowledge of departmentalized / segment accounting & consolidation * Strong organizational skills with a keen attention to detail * Motivated and results-driven with strong work ethic * Yardi Voyager experience desired The Perks: * Competitive Pay * Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance * Paid Time Off * 401k Plan + Match * Professional Development Resources * Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)

Job Description BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements. The Job Essentials: Reporting & Analysis: · Lead financing draw down processes, including reporting packages and lender submissions · Lead new bank account processing, including KYC and compliance reporting · Prepare quarterly reporting packages, including detailed financial close packages · Lead monthly corporate expense processing and approval · Analyze financial statements and results · Prepare revenue stream reconciliations and segmented analysis · Assist with tax compliance and tax returns · Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports. · Perform ad hoc assignments, as needed Accounting: · Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers · Ensure complete and accurate books for all management entities within Yardi, including general partner entities · Ensure accuracy and effectiveness in all corporate accounting tasks · Oversee the verification, allocation, and posting of accounts payable and receivable · Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP · Oversee maintenance of fixed assets processes and GL subledger · Perform ad hoc assignments, as needed The Qualifiers: · Bachelor's degree in Accounting, Business Administration, Finance or related degree · 2+ years of corporate accounting or finance experience, preferably in investment management or real estate. · Advanced Excel capabilities, including cash flow modeling. · Knowledge of departmentalized / segment accounting & consolidation · Strong organizational skills with a keen attention to detail · Motivated and results-driven with strong work ethic · Yardi Voyager experience desired The Perks: · Competitive Pay · Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance · Paid Time Off · 401k Plan + Match · Professional Development Resources · Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)

Financial Analyst Intern Duration: 1-6 months (Specific dates to be agreed upon with the selected candidate) We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment. Responsibilities - Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives. - Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies. - Support the development of financial models for forecasting and budgeting purposes. - Analyze industry trends to identify potential investment opportunities or financial risks. - Contribute to the preparation of detailed reports and presentations for investors. Qualifications - Previous experience in finance, particularly within the real estate sector, is highly desirable. - Involvement in student union or leadership experience in campus organizations. - Legal work status in the United States (U.S. citizens and Green Card holders preferred). - Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling. - Excellent organizational, communication, and presentation skills. Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300

Job Description: Ability to meet quarterly or as deemed necessary throughout the academic year in what are generally open-ended discussions involving students, staff, faculty and administrators. Presentations/Reports/Assignments for meetings to include: Student Surveys New Initiative Testing Research and review of specific items Review student documents General knowledge of all students' functions as they relate to Financial Administration, Bursar, Student Financial Services, and Accounts & Loans. Assist Financial Administration to better understand the needs of students and how to best help them. Job Requirements: Must currently be a registered student at La Sierra University Able to communicate both written and orally. Able to analyze, critique, and provide feedback. Wage: $25/hour

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship - Finance & Accounting Analyst, US Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You'll excel as a Finance & Accounting Analyst if you: Possess knowledge of accounting, finance, audit, and tax principles Have effective analytical, critical thinking, and problem solving skills Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely. Demonstrate proficiency with Microsoft Excel Possess excellent verbal and written communication skills Have a desire to join a high performance, fast-paced culture Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker See yourself as a Finance & Accounting Analyst The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world. You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office. While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ******************************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 34.61 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Job Description Financial Sales Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: Ideally, 1-2+ years of sales or business development experience Local natural market & strong prospecting ability (cold calling, networking, etc.) History of success (can be in sales, sports, education, etc) Energized by mentorship & collaboration Bachelor's Degree strongly desired or equivalent working experience Preferred but not required: Licensure: CA Life & Health, SIE, Series 7 & Series 66 *Licensing will need to be obtained* Responsibilities: Build and maintain strong relationships with clients to understand their financial needs and objectives Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies Stay up-to-date on market trends, economic conditions, and investment products Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions Compensation & Perks: Supplemental Salary, Commissions, Bonuses & Rewards programs Vast array of broker/dealer & investment advisory platforms Dedicated transition support & firm leadership opportunities Product specialists support & Practice management coaches Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: Flexible schedule Professional development assistance Referral program Compensation package: Bonus opportunities Commission pay Weekly schedule: Monday to Friday Work setting: In-person Office

Job Description California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required. o PFR I: 1 year experience in a financial institution or other related field o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300