Finance service representative jobs in Lodi, CA

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Join Our Team as a Sales and Customer Service Representative! Solstice Marketing, inc is one of the nation's fastest-growing firms in the industry. We are at the forefront of brand engagement and customer acquisition, consistently developing and implementing our clientele's latest and most advanced wireless technology by delivering and executing experiential customer service and sales campaigns. Our mission is to expand throughout the territory while simultaneously cultivating the next generation of leaders within our field. Solstice Marketing, inc is seeking a passionate and ambitious Sales and Customer Service Representative to join our team. As a Sales and Customer Service Representative, you will create positive interactions with customers when introducing premier telecommunications products and facilitating the sales process. You will play a key role in building strong, lasting relationships with clients, driving sales, and delivering outstanding results for our clients. What does a typical day look like for our Sales and Customer Service Representative? Let's break it down: Meet with new and existing customers to guide them through the sales process & ensure superior customer satisfaction Execute residential sales campaigns on behalf of our telecommunications client in an effort to drive sales and create exciting customer experiences that drive satisfaction and long-term retention Recommend telecommunications products and services to customers based on their needs, and focus on quality and transparency in pricing Build and nurture long-lasting client relationships to ensure their ongoing happiness and brand loyalty Stay informed about our client's initiatives and services to effectively communicate with customers, promote the brand effectively, and boost sales Accurately record and manage customer account details to ensure smooth service activations and installations Work together with top-performing Sales and Customer Service Representatives to deliver seamless service and quickly address customer concerns or inquiries Help achieve sales goals, identify new opportunities, and implement targeted outreach strategies to drive the business forward Qualifications of the Sales and Customer Service Representative: High School Diploma Previous customer service, account management, or relevant sales experience is a plus! Excellent communication, interpersonal, and problem-solving skills Ability to build rapport quickly and manage relationships effectively Self-motivated, goal-oriented, and passionate about driving sales results Ability to thrive in dynamic environments and quickly integrate new information about evolving technologies and services Although our Customer Sales Representative role is an entry-level position, our team needs career-focused individuals who want an opportunity for significant income and who desire to grow in their career and professional portfolio. This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role. If you are ready to put your team building, critical thinking, and sales knowledge to the test, then our Sales and Customer Service Representative role is for you!

Join one of the fastest-growing and largest privately held security companies in the U.S.! Since 1998, Sunstates Security has established a reputation for providing excellent customer service and quality work environments for its team across the country. We're committed to hiring, developing, and retaining a diverse and exceptionally qualified workforce. We reinvest in our employees by offering a benefits package that exceeds industry standards, career growth opportunities, extensive internal training, employee incentive programs, team recognition, and more. Employees are provided with the tools and knowledge they need to be successful and hands-on management support. Recent national awards received by Sunstates include Outstanding Contract Security Company in 2022 & 2023 and INC's America's Fastest Growing Private Companies list. Sunstates Security's mission and vision statement are at the heart of everything we do, focusing all efforts on honor, integrity, and trust. If you're searching for a career with challenging and rewarding opportunities, we invite you to explore the possibilities at Sunstates Security. As a proactive security partner for some of the country's leading companies and organizations, we provide careers for talented people to become part of a successful, growing company. Job Skills / Requirements Sunstates Security is hiring a Flex Customer Service Officers in the surroundings areas of Sacramento, CA area, with a pay rate of $31/hr, paid weekly. Must be available to work any shift/any day. Includes a positive work environment with the following benefits: Commute-friendly location Extensive industry training Advancement opportunities Requirements: CA Guard Card/ 40-hour Certificate preferred CPR Card To be considered, only those applicants who have submitted their most recent applications/resumes will be reviewed. Successfully complete Sunstates background check which includes a 10 Panel Drug Screen and the clients more extensive background check Must be 21 years of age or older with a valid driver's license, a clean driving record, and more than 3 years of driving experience Responsibilities: Provide exceptional customer service by upholding our standards in a friendly, professional, and courteous manner. Conduct exterior and interior patrols of multiples building at a given time. Ability to answer questions in a timely and professional manner for corporate employees and visitors. Natural composure and an infectious attitude towards arising issues with the ability to adapt quickly and develop practical solutions with minimal supervision. Prepare all required written reports in an ongoing and timely manner, including but not limited to: Daily Activity Reports (DAR's) and Incident Reports. Ability to use Technology in a proficient way using platforms like Slack, & Emails. Operating phones, radios, and computer systems and applications such as MAC IOS, Microsoft Office 365, and Google Suites Monitoring Closed Circuit Television (CCTV) and alarm panels for emergencies and potential issues Following site specific post orders, pass down messages, and being in compliance with employee handbook guidelines at all times Conduct interior and exterior patrols within an office, and industrial complex A Security Officer may perform a multitude of duties as specified by the Post Orders and Standard Operating Procedures (SOP). The Security Officer will read and become extremely knowledgeable of Post Orders and SOP, and will be able to act quickly and efficiently according to such directives. Certification Requirements (All) CA Guard Card Additional Information / Benefits The Sunstates customizable benefits package includes the following minimum components: Affordable Care Act compliant Medical Benefits Program Dental Insurance Program Free Life Insurance Disability Insurance Paid Time Off & Bereavement Leave Paid Holidays Direct Deposit or Pay Cards Employee Incentives Referral Bonuses Employee of the Month Award Education Reimbursement Service Awards Employee Involvement Initiatives Management Mentoring and Support Career Advancement 401K program Only candidates who meet our rigorous employment standards and who are excellent matches for open positions (as personally verified by Site Managers) are invited to join our security team. We are proud to be an Equal Opportunity Employer and supporter of our military veterans! Benefits: 401K/403b Plan This is a As Needed position 1st Shift, 2nd Shift, 3rd Shift, Weekends, Flex.

At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and run trades. Your role will include training on the Tanius platform of tools for trading and risk management, deep tick by tick research guis, historical tick databases available for python research, and clusters for large scale simulation and optimization. This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading. No trading experience is necessary, but a track record of persistence and accomplishing hard things is what are are looking for. We will provide training and mentorship to get you ready for your role. Trading is a high pressure environment, in which we take risk management and compliance with regulations at the core of what we do. This is an on premise position in Alamo, CA. Remote options for this role will not be considered. Qualifications Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field. Experience or interest in programming (Excel, Python etc) Strong interest in financial markets and trading. Strong communication and interpersonal skills. High level of attention to detail and accuracy. Ability to work well in a team and under pressure. Self-motivated with a strong desire to learn and succeed. Benefits Competitive salary with performance-based bonuses. Comprehensive health insurance. Paid time off and holidays. Collaborative and innovative work environment.

Taiga Building Products has a full-time, permanent opportunity at our Rocklin branch for a Commodity Trader. As a key member of the Commodity team, the Trader will report directly to the Management Team. We are looking for a competitive, entrepreneurial, assertive, and professional team player to join our growing team. OUR COMPANY: We are an established international wholesale distributor of building products, with branches across Canada and the U.S. With over 50 years of reliable service, we are a publicly listed company on the TSX, offering competitive compensation and a full benefits package. MAIN RESPONSIBILITIES & DUTIES: * Being extremely competitive, a visionary in their select market and area of expertise * Establish, grow and maintain close and effective relationships with key customers and suppliers. * Market penetration through existing contacts and assertive and quickly develop new contacts * Have the product / industry knowledge and ability to identify opportunities for customers, (alternative more economical / efficient products to suit their needs) * Ability to work with branches and procurement to enhance synergies. * Customer service with product information and after-sales service (shipping information/tally revisions/claim processing) * Strong personality for dealing with difficult situation * Nimble in the approach, "outside the box thinking" * Prepare various internal paperwork and reports * Proven track record of targeting and growing accounts * Attend periodic meetings and trade shows as required. SKILLS & QUALIFICATIONS: * Preferred - 3-5 years Lumber trading and/or buying experience * Proven record delivering superior customer service * Strong relationship-building skills * Able to meet and exceed performance targets * Inventory - Ability to manage inventory turnover and aged inventory. * Full Cycle Accountability - Responsible for the whole cycle of sales including claims and inventory management. * Considerable experience making profit-based decisions based on the weight of all factors * Microsoft Office proficiency * Excellent verbal and written communication skills * Professional and polished in appearance. COMPENSATION: * Annual Salary: $ 90K to $100K plus (based on experience and qualifications) * Comprehensive benefits package including medical, dental, and company-matched 401(k) * Paid time off and holidays * Discretionary Bonus Program * Opportunities for growth within a stable, growing company HOW TO APPLY? If you're eager to contribute to a growing team and ensure operational efficiency, we encourage you to apply with your resume, referencing " Commodity Trader - Rocklin " to ******************** . Only candidates selected for an interview will be contacted. WHY WORK FOR TAIGA? Equal opportunity employer, leading wholesale distributor of building products within North America! Check us out at ********************** Application Deadline: Posting date: December 8, 2025 City: Rocklin Prov/State: California

Job Description New Accounts Representative - Roseville Branch Oak Valley Community Bank Roseville, CA | Full-Time | Retail Banking Group Salary Range: $41,000 - $55,000 annually- Non-exempt Schedule: Monday-Friday About the Role Are you ready to take the next step in your banking career? Oak Valley Community Bank is excited to open a new branch in Roseville, CA, and we're looking for a motivated New Accounts Representative to join our team. This is a great opportunity for current Tellers or New Accounts staff who are passionate about customer service and eager to grow within the organization. As a New Accounts Representative, you'll be the face of the bank for new customers, helping them open and manage accounts, cross-sell products, and build lasting relationships. You'll also perform teller transactions and support the branch team in delivering exceptional service. What You'll Do Open, maintain, and close various account types (checking, savings, IRAs, CDs, etc.) Interview customers to understand their financial needs and recommend appropriate services Cross-sell bank products and services, including safe deposit boxes Process check orders, verify customer information, and maintain accurate records Perform teller duties including cash handling, deposits, and withdrawals Ensure compliance with bank policies and federal regulations (including BSA) Provide excellent customer service and follow up on customer inquiries Maintain a positive, solutions-oriented attitude and take initiative daily Minimum Requirements High school diploma or GED 1+ year of experience in banking, or financial operations Basic knowledge of banking regulations and compliance Intermediate computer and typing skills Strong math and cash handling abilities Excellent verbal and written communication skills Ability to work independently and manage time effectively Preferred Qualifications Experience as a Teller or New Accounts Representative Familiarity with ChexSystems and online check ordering Proven ability to cross-sell financial products Knowledge of general office practices and banking software systems

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

This is the first full supervisory level in the series; incumbents are responsible for directing the procurement and services operation in small correctional facilities. Typically, incumbents supervise a minimum of three civil service staff and three incarcerated persons/youthful offender workers. You will find additional information about the job in the Duty Statement. Minimum Requirements You will find the Minimum Requirements in the Class Specification. * PROCUREMENT AND SERVICES OFFICER II (CORRECTIONAL FACILITY) Additional Documents * Job Application Package Checklist * Duty Statement Position Details Job Code #: JC-500946 Position #(s): 076-261-4761-XXX Working Title: Procurement and Services Officer II (CF) Classification: PROCUREMENT AND SERVICES OFFICER II (CORRECTIONAL FACILITY) $6,523.00 - $8,106.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions: 1 Work Location: Solano County Telework: In Office Job Type: Permanent, Full Time Department Information Vision We enhance public safety and promote successful community reintegration through education, treatment and active participation in rehabilitative and restorative justice programs. Mission To facilitate the successful reintegration of the individuals in our care back to their communities equipped with the tools to be drug-free, healthy, and employable members of society by providing education, treatment, rehabilitative, and restorative justice programs, all in a safe and humane environment. The California Department of Corrections and Rehabilitation (CDCR) and California Correctional Health Care Services (CCHCS) are committed to building an inclusive and culturally diverse workplace. We are determined to attract and hire more candidates from diverse communities and empower all employees from a variety of backgrounds, perspectives, and personal experiences. We are proud to foster inclusion and drive collaborative efforts to increase representation at all levels of the Department. CDCR and CCHCS strive to collaborate with the community to enhance public safety and promote successful community reintegration through education, treatment and active participation in rehabilitative and restorative justice programs. Incumbents establish and maintain cooperative working relationships within the department, other governmental agencies, health care partners, and communities. CDCR/CCHCS values all team members. We work cooperatively to provide the highest level of health care possible to a diverse correctional population, which includes medical, dental, nursing, mental health, and pharmacy. We encourage creativity and ingenuity while treating others fairly, honestly, and with respect, all of which are critical to the success of the CDCR/CCHCS mission Special Requirements Do not include any confidential information on any documents you submit for a job vacancy, such as your State application, resume, or educational transcripts. Confidential information that should be excluded or removed from these documents includes, but is not limited to, your Social Security Number (SSN), birthdate, student identification number, driver's license number (unless required), basis of eligibility, examination results, LEAP status, marital status, and age. Confidential information on the first page of applications submitted electronically online, such as Easy ID number, SSN, examination related information, and driver's license number will automatically be redacted upon submission. Possession of Minimum Qualifications will be verified prior to interview and/or appointment. If you are meeting Minimum Qualifications with education, you must include your unofficial transcripts/diploma for verification. Official transcripts may be required upon appointment. If it is determined an applicant does not meet the Minimum Qualifications, the candidate will be withheld from the eligibility list, rendering them inactive and ineligible to be hired for the position. Candidates who have been withheld may file an appeal with the State Personnel Board. Candidates new to CDCR are required to submit to a background investigation process utilizing Live Scan Fingerprinting, and Tuberculosis testing prior to appointment followed by department annual Tuberculosis testing/evaluation thereafter. Please note: Main communication for this position will be through email. Please ensure you have a valid email address on your application. It is the applicant's responsibility to check their email inbox, to include junk emails, for any correspondences regarding their application status. Applicants who completed their education outside of the US (with foreign degrees/transcripts) must obtain and submit verification of U.S. course/degree equivalency. Foreign education credential evaluation services can be found at NACES | National Association of Credential Evaluation Services. When submitting supporting documents, PDF file format is preferred. CDCR/CCHCS utilizes E-Verify to confirm candidate's identity and employment authorization. For more information about E-Verify, you may go to ***************** This advertisement may be used for other vacancies that occur during the life of this recruitment Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 12/19/2025 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s). Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at ********************** When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: California Medical Facility Postal Attn: Personnel/M. McClellan P.O. Box 2237 Vacaville, CA 95696-2237 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: California Medical Facility Drop-Off Personnel/M. McClellan 1600 California Drive Vacaville, CA 95687 Please use Personnel Drop Box in the Front Entrance building (Accessible 24 hours) 08:00 AM - 04:30 PM Required Application Package Documents The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job: * Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at ********************** All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate: Shall create and promote an equitable and inclusive workplace where diversity is celebrated and valued. Benefits Benefit information can be found on the California Department of Human Resources (CalHR) website, ***************** and the CalPERS website, ******************* Information on benefits afforded by membership in the California Public Employees' Retirement System can be found on the CalHR Salary and Benefits website at ********************************************************** Information on the benefits and protections provided to public employees by the State Civil Service Act can be found on the CalHR website at ******************************************************************************************* This webpage is intended to provide general information. Benefit eligibility may be based on job classification, bargaining unit, time base and length of appointment Contact Information The Human Resources Contact is available to answer questions regarding the position or application process. Human Resources Contact: Melanie McClellan ************** ***************************** Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office. EEO Contact: EEO Coordinator ************** ext: 6027 California Relay Service: ************** (TTY), ************** (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device. Exam Information To obtain list eligibility for the Procurement and Services Officer II (Correctional Facility), before applying for the position(s), you must first take Procurement and Services Officer II (Correctional Facility) Exam and pass the examination. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. Requirements WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices

Job Description In a staff capacity within line departments, the Administrative Services Officer I performs a wide range of administrative support duties involving budgets, policies, procedures, organization, planning, contracts, facilities, systems, equipment, supplies, personnel, and special projects. Specific responsibilities vary depending on assignment, and positions may emphasize analytical, budgetary, or fiscal duties. While incumbents typically do not perform line functions of the department, they are expected to gain knowledge of departmental operations to effectively provide administrative support. The role may also include providing supervision or work direction to clerical or technical staff. Examples of Knowledge and Abilities Knowledge of: Principles of public administration, organization, and management. Budget preparation, analysis, and control. Accounting and statistical methods. Personnel administration and supervision. Analytical methods for evaluating administrative and management practices. Legislative processes at the county, state, and federal levels. Practical applications of computer systems and equipment. Inventory control and space management. Contract negotiation, preparation, and monitoring. Basic word processing and office procedures. English grammar, punctuation, spelling, and usage. Ability to: Perform budget analysis, preparation, and monitoring. Research, analyze, and recommend improvements to administrative or procedural operations. Prepare clear, logical, and concise reports and correspondence. Present findings and recommendations effectively. Establish and maintain cooperative working relationships. Acquire subject matter expertise related to departmental functions, laws, and procedures. Operate computer equipment and related applications. Prioritize and organize work efficiently. Analyze financial and statistical data accurately. Supervise and provide direction to clerical and technical staff. Train others in administrative procedures and best practices. Represent the department effectively to other agencies and public bodies. Employment Qualifications Minimum Qualifications Either: One year of full-time experience in a supervisory position involving personnel selection, counseling, discipline, budgeting, and policy/procedure development in Sacramento County service. Or: 2. A bachelors degree (or higher) from an accredited college or university in a field related to administration, management, or finance. Or: 3. One year of full-time experience in Sacramento County service in one of the following classifications: Accountant Auditor / Auditor-Appraiser Executive Secretary or Secretary to an elected official Legal Executive Secretary or Legal Research Assistant Personnel Technician (formerly Personnel Assistant) Public Information Officer (formerly Communication and Media Officer I or Public Information Specialist) Workers Compensation Assistant Or: 4. Two years of full-time experience in Sacramento County service performing lead, budgetary, administrative, or personnel duties at a level equivalent to: Senior Account Clerk (formerly Account Clerk III) Senior Court Process Clerk Senior Election Assistant Senior Office Assistant / Senior Office Specialist Senior Student Intern Or: 5. One year of full-time paid experience equivalent to an Administrative Services Officer I in Sacramento County, or as a Staff Services Analyst with the State of California or similar government agency, involving budget development, policy and procedure management, and/or personnel administration.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Fairfield,CA $25.00 - $30.48 / hour

Application Deadline: 01/02/2026 Address: 901 H St. Job Family Group: Retail Banking Sales & Service This is a part-time 25 hours a week position. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $43,100.00 - $58,300.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job DescriptionBenefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation We are looking for a high-performing Dealer Automotive Sales Representative/Finance to join our successful dealership. If you have a proven track record of sales experience/Finance and fantastic communication skills, we want to hear from you. As an Dealer Automotive Sales Representative/Finance you will grow our customer base by identifying potential customers, keeping in touch with existing customers, and making sure that everyone has a positive purchasing experience. You will greet guests and build rapport, answer questions about vehicles, and facilitate test drives. Mentorship programs, ongoing education. This is a great opportunity for someone with strong interpersonal skills and sales experience. Responsibilities Greet customers as they arrive at the dealership Create a professional environment that builds rapport and puts customers at ease Answer customer questions about new and used cars, vehicle specifications, and the loan application process Use CRM software to maintain a customer database you will use to drive automotive sales Conduct test drives and demonstrate vehicle features Use strong negotiation skills to complete the sales process while maintaining a high level of customer satisfaction Qualifications High school diploma or GED equivalent is required; a bachelors degree is preferred Valid state-issued drivers license and clean driving record are required Prior sales experience in a dealership or showroom setting is preferred Excellent communication and negotiation skills Ability to manage time and serve customers with little supervision Benefits . Medical . Dental . Vision

Job Description The Financial Service Representative III is expected to support the overall sales, service and revenue goals of the Credit Union. They will assist in an effective transition of our lending program from the back office to front line staff. They are expected to learn our current end to end loan program and identify gaps in systems utilization, processes and training that will assist in a successful transition. The Financial Service Representative III is expected to work in branches to improve the member experience, support growth and retention efforts by developing new business and assisting the branch management teams in training employees. This primary focus of this role is to work within the branches and lending to identify process improvement in workflows that will simplify the current loan process for front line staff in tandem with training branch staff on consultative cross-selling during loan set ups. The Financial Service Representative III will display a high level of knowledge in our current product offerings and assist in implementations that support building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. The Financial Service Representative III will also perform as a role model by consistently delivering a high level of service with a consultative approach and working with branch staff to earn high marks in net promoter scores while assisting members in the more consultative complexed transactions. They will work with the Branch Management Teams to develop training and coaching plans as new lending products and additional services are launched. They are expected to adheres to the service promise promotes advocacy and continually focuses on delivery of a personable member experience. They are expected to follow established compliance processes and promote simplicity by providing feedback and input on procedures or processes that appear cumbersome or difficult. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events. The Financial Service Representative III is expected to have a high level of professionalism and knowledge to assist members and branch staff in handling and resolution of complex inquiries regarding all lending programs and processes, Retirement and Fiduciary Accounts Administration. This role is also expected to refer and train branch staff in effective referrals to the Wealth Management and Commercial Banking divisions. The FSR III is expected to conduct on sites at Member Companies within specific branch regions. Responsibilities: • Take responsibility and accountability in following all service standards set forth by the credit union. • Act as a supervisor in the absence of branch management. • Achieves minimum sales goals as established by the management. • Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans. • Build member relationships through selling and referring credit union products and services to meet members' financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events. • Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes. • Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually. • Provide training and assistance to branch staff to ensure efficient and effective delivery of products and services to our members. • Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault. • Maintains members' confidentiality at all times. • Performs teller transactions as requested by members. • Balance cash drawer and perform all end of the day functions as well as reconciliation. • Assist Branch Management to perform the accurate completion of required branch audit logs. • Assist the branch management with the operations of the branch. May include scheduling staff, answering questions on products and services, policies and procedures, or rules and regulations. • Research and resolve member questions, problems and concerns by telephone, written correspondence or in person • Individual in this position may be pulled to work in other branch as business needs require. • Performs other duties as assigned or required to ensure member service standards and company objectives are successfully met. Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function) The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus. Minimum Requirements: • High School Diploma or equivalent. • 3 years' experience in related disciplines, including exposure members/customer services cash handling, procedures, in depth knowledge of consumer and residential mortgage lending terminology and products. Small business services, Fiduciary Account Administration and in a credit union or other financial institution • Previous background in a retail branch environment with effective client relationship building skills • Must be capable of working established hours required by the branch. • Strong organization, excellent written and verbal communications skills, quality service and team orientation required. • Proficient with Microsoft Windows PowerPoint and Excel • Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification. • Must be a Notary or have ability to pass Notary test.

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Essential Functions: Customer Service * Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, it's your time, 24hrs or bust, Statement of fact, everybody makes a difference) * Adhere to QIS standards minimum 95%. * Actively contributes to team success through clear, effective communication with Co-workers. * Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Sales Support * Meets goal of $110/FTE per month on average. * Assist CSM with internal sales activity for new product and service referrals. * Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. * Cross sell appropriate products and services to clients and prospects. * Contributes to Key Initiatives. Decision Making and Accountability * Exercise sound judgment to protect Bank assets and control losses. * Assist CSM with Audit readiness of branch. * Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. * Coach / train staff. * Meet attendance guidelines. * Respond well to constructive feedback and work to correct any noted concerns. * Support CSM with teller line coverage and schedules. * Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security * Adhere to Control Consciousness policies and procedures. * Follow branch security procedures in opening, closing, and branch operations. Transaction Accuracy * Meet established standards for accuracy and compliance with policies and procedures. * Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits Compliance Responsibilities * Complete regulatory tutorials to ensure understanding of compliance standards & expectations. * Answer regulatory questions correctly during Audit/Branch Review. Promotional Guidelines: BSO's are eligible for promotion based upon the following minimum criteria: * Must be in current position for six months. * Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria. * Must not have been on counseling for same six-month period. * Performance appraisal does not contain a "below expectation" and/or "needs improvement" in any rated category. * CSM may require additional training/classes based upon specific branch need. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. Equipment Used To Perform Functions: 10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. Decision Making: (Give examples of decisions and recommendations made by incumbent) * Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. * Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Supervisory Responsibility: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- Financial Impact: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: * Accurately count and dispense funds to customer. * Recognize opportunities to cross-sell products. * Respond positively to challenging customers. * Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $19.21

Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 43 900$/$43,900 - 58 600$/$58,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. : Department Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact. Job Description: Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking aPersonal Banking Associatefor our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes? In this role, a typical day may look like: * Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions * Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters * Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking * Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management * Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence * Participate in the timely and accurate completion of business processes and procedures * Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics * Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives Job Requirements: * High School diploma and/or 1+ years of relevant experience * Investment Funds Canada (IFC) or equivalent - post-appointment within 6 months * Post-Secondary or Undergraduate degree (in related field) preferred * Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet * Knowledge of banking solutions and processes to advise customers * A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills * A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities * A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner #LI-Retail #IN-Retail Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet

Application Deadline: 01/05/2026 Address: 1651 Response Rd. Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish Language is preferred. Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $43,100.00 - $58,300.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service. Key Responsibilities: Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards Assist clients with new products and services Open new accounts and recommend appropriate deposit account types Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support Research and respond to internal and external inquiries Process a variety of client transactions, including deposits, transfers, and wire transfers Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc. Handle verification of deposit and credit rating requests Manage client supply orders (checks, deposit slips, endorsement stamps, etc.) Cross-sell additional banking products and services based on client needs Complete assigned daily and monthly tasks Participate in and help coordinate department meetings Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols) Support associates with the setup of additional products and services Perform account maintenance, including client contact and follow-up Prepare and process account change requests Maintain accurate and up-to-date client records in both electronic systems and physical files Complete department supply orders as needed Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS) Travel to client sites as needed for account setup, transactions, or maintenance Assist with client and bank-sponsored events as required Escalate client concerns appropriately and in a timely manner Minimum Qualifications: 1-3 years of banking experience; management experience preferred Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers Ability to recommend and open various types of deposit accounts Proficient in Microsoft Office and comfortable in a Windows-based environment Excellent verbal and written communication skills Strong professional demeanor with the ability to communicate clearly and effectively Highly motivated, disciplined, and self-driven Demonstrated experience providing high-level service to clients, including high-net-worth individuals Problem-solving skills and a customer-focused mindset Ability to obtain signing authority Knowledge of regulatory and audit requirements High school diploma, GED, or equivalent required

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