Finance service representative jobs in Oxnard, CA

We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. Responsibilities Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. Qualifications At least 3+ years of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed.

Job Title: Customer Service Representative Job Type: Full Time About Us At Ultima, we're not just selling products-we're offering real solutions to real challenges. As a CSR, you'll be on the front lines of our growth strategy, connecting with prospective customers, understanding their needs, and delivering value that makes a measurable difference. We're building a team that values integrity, performance, and people-and we want you to be part of it. Job Summary As a CSR you'll be the key point of contact for customers. You'll answer any questions, queries and concerns all while being the face of the company! Your role ensures that all customers feel informed, supported, and excited while learning about our Client. Key Responsibilities • Engage with customers face to face providing friendly support • Proactively identify customer needs and recommend appropriate products, upgrades, or solutions • Handle inquiries related to pricing and general information • Achieve individual and team sales targets through excellent service and persuasive communication • Maintain up-to-date knowledge of our client's products and services Qualifications 1-3 years of experience in customer service, event coordination, or hospitality Excellent verbal and written communication skills Strong problem-solving skills and the ability to stay calm under pressure High attention to detail and exceptional organizational skills Positive, team-oriented attitude with a passion for creating memorable experiences What We Offer Competitive salary and benefits package Opportunity to travel to live events (as applicable) Fun, collaborative, and creative work environment Clear growth path in the customer experience and events space Exposure to exciting high-profile brands How to Apply: Submit your resume for consideration! Interviews will be held in person at our Culver City office beginning this week! If you're out of state we can arrange a virtual meeting. Looking forward to connecting with you!

Be part of an amazing story Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions about inspiring stores and irresistible products about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As an At Your Service Center Colleague, you are at the heart of delivering a seamless and personalized shopping experience. You'll support all At Your Service activities, including Buy Online Pickup In Store (BOPS), merchandise returns, order pickups, and other assigned tasks - all while upholding Macy's service standards. This role requires strong multitasking abilities, problem-solving, attention to detail, and a customer-first mindset. You'll thrive in a fast-paced environment where flexibility is key, including working a variety of shifts such as nights, weekends, and holidays. This role goes far beyond just being a cashier. Here, the customer is at the heart of everything we do - every day, all day. If you're passionate about selling, reaching goals, working as a team, and creating amazing experiences through genuine hospitality, this could be the perfect fit for you! You'll also help keep the shopping space clean, organized, and inviting so every customer feels welcome the moment they walk in. How our At Your Service Colleagues spend their day Every day starts with a positive example . As an At Your Service Colleagues (AYS), you come in energized and ready to make an impact - wearing your name badge with pride, greeting teammates with warmth, and helping ensure the At Your Service areas is clean, organized, and ready for customers. You help set the pace by reviewing sales goals, learning about new arrivals and top-selling items, and staying up to date on trends and promotions - so you're prepared to support the team and engage customers confidently. In the At Your Service area, you lead through action - welcoming customers with genuine hospitality, making eye contact, and starting friendly, personal conversations that build lasting relationships. Assist customers in all aspects of total store fulfillment, including By Online and Pick Up in Store, be proficient in all systems needed to complete transactions, and ensure the collection area is organized so the customer pick-up experience is friction-free You help maintain a shoppable space by recovering merchandise and keeping the pickup and return areas clean while ensuring timely completion and curbside delivery of Buy Online Pickup In Store (BOPS) orders. They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer's name. We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities. And we know that excellence is a journey - we strive to improve every day , take pride in our work, achieve sales goals and learn from each other to deliver individual and store results. Full-time colleagues are typically scheduled to work 30 or more hours per week, while part-time colleagues are typically scheduled 12-24 hours per week. All schedules contain weekend shifts as part of the requirements. Hours are dependent on business needs and colleague availability. Information regarding hours per week needed for benefit eligibility purposes can be found here . Who You Are Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality Must be able to: Understand and communicate effectively with customers, co-workers, and supervisors Read and understand employment policies and safety rules/procedures in English Makes prompt, sound decisions in real time to effectively address customer needs and resolve issues Be comfortable communicating and collaborating with customers and colleagues Meeting daily sales goal challenges Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits Enjoy meeting people, learning about them, and sharing information Resourceful and eager to start a new venture and can adapt to changing priorities; you can work on your own but are great with team dynamics You can handle electronic devices with no problem Essential Physical Requirements You Will Perform This position requires talking, lifting, constant moving, standing, and reaching with arms and hands. Standing for at least two consecutive hours, lifting at least 25lbs. stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level Requires close vision, color vision, depth perception, and focus adjustment Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions What We Can Offer You Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: Merchandise discounts Performance-based incentives Annual merit review Employee Assistance Program with mental health counseling and legal/financial advice Access the full menu of benefits offerings here . About Us This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. STORES00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at .

Cotton Candy La , is looking for a full-time Sales Representative. You will be responsible for developing and managing relationships with retail clients, presenting new collections, and driving sales growth across existing and new accounts. You'll serve as a key link between our design and production teams and our retail partners - ensuring every client experience reflects our brand's quality and vision. Develop and maintain strong relationships with retail buyers and key accounts. Provide and manage product knowledge and product information Present seasonal collections to clients (in-person, virtual, and at trade shows). Account relationship management, scanning orders, and hands-on trade show execution/sales. Manage order follow-ups, confirmations, and deliveries in collaboration with the production team. Maintaining customer database by updating account profiles with accurate information Achieve monthly and quarterly sales targets. Partner with team members to hit sales objectives and ensure a seamless process. Represent the brand at trade shows, showroom appointments, and industry events. ⸻ Qualifications 1+ years of experience in fashion wholesale or B2B sales (preferred). Strong understanding of retail buying cycles and the fashion industry. Excellent communication, presentation, and negotiation skills. Proven ability to build and maintain long-term client relationships. Self-motivated, goal-oriented, and organized. Successfully contribute to team efforts in a fast-moving workplace. Comfortable with travel Computer proficiency, CRM Tools, and wholesale platforms like N41. Job Type: Full-time Pay: $42,000.00 - $58,000.00 per year Benefits: Employee discount Health insurance Paid time off

JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

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. Reading and speaking in both English and Spanish is required for this role. 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.

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description/Position Responsibilities Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients Assist in developing and implementing marketing campaigns Assist in the development and maintain adequate marketing pipelines to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience: Minimum of 3 years of experience with an investment, commercial or private bank 2 years of client service, business development and/or Sales Desk experience Experience in understanding the financial needs of all types of clients Bachelor's degree preferred, or relevant work experience Skills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Excellent verbal and written communication skills Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results Ability to understand the financial needs of the retail brokerage clientele Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Software proficiency (e.g., Word, Excel, PowerPoint) Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Strong interpersonal collaboration and team skills including working with cross-functional teams WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT IS THE OPPORTUNITY? The Credit Associate is responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit data analysis, underwriting, and portfolio review activities including facilitating credit risk recommendation. The Credit Associate may be assigned a book of lower-complexity loans and relationships. The Credit Solutions Associate collaborates with team members to ensure effective credit operations. The Credit Solutions Associate helps maintain high standards of credit quality and compliance. WHAT WILL YOU DO? * *Serve Municipal and/or Nonprofit clients across a national footprint:* * *Local Governments* * *School Districts* * *Water and Sewer Utilities* * *Colleges and Universities* * *Private Schools* * *Religious Organizations* * *Associations & Charities* * *Nonprofit Healthcare * * Provide customized credit and banking solutions within this specialized industry to support working capital, capital expenditures, growth, and other strategic business needs. * Operate within a relationship-focused model that emphasizes risk management, cross-functional collaboration, and long-term client partnerships. * Credit Analysis: Performs credit analysis activities to assess creditworthiness of borrowers, guarantors, and sponsors. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data, market and industry reports, trendcards, and prepare credit presentations to support underwriting and portfolio management. * Risk Management: Supports effective risk management practices, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Works closely with team members to ensure cohesive and effective credit operations. Participate in ad-hoc projects to support the organization's priorities. * Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills, actively seeking opportunities for professional growth and development, eventually leading to ownership of a portfolio of credits. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent in Finance, Business, or related field * Minimum 2 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Intermediate analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise **Municipal and/or Nonprofit * *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $34.55 - $55.19 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job Description This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients. Main Duties and Responsibilities Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients Implement best practices for bidding, budget management, and reporting Support the documentation of optimizations and learnings Collaborate with account and product personnel on programmatic media plans Educate internal and external teams Design and implement strategies to improve performance for clients, supporting recommendations with results data Work to establish and manage existing PG, PMP, or other inventory lines with vendors Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client Support planning and buying teams on invoice reconciliation and buy information entry into our financial system Requirements At least 2 year of hands-on programmatic buying experience Proven ability to drive programmatic performance Proven ability to thrive in highly collaborative work environments Advanced user of at least one DSP (TTD and Amazon preferred) Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)

Benefits: Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Client Service Representative At Cost Wise Insurance, we're dedicated to providing exceptional service to our clients, and we're looking for a Client Service Representative to join our growing team! Whether you're new to the insurance industry or have experience, this is the perfect opportunity to jumpstart your career in a supportive, fast-paced environment. As a Service Representative, you'll be the frontline of our customer experience-helping to nurture relationships with existing clients, handling renewals, and managing incoming service calls. If you're someone who enjoys problem-solving, is passionate about helping others, and thrives in a team setting, then we want YOU! What We're Looking For: Newcomers welcome! No insurance experience? No problem! We'll train you to succeed. A service-oriented individual with a passion for providing exceptional client experiences. Someone who is organized, friendly, and detail-oriented, with the ability to multi-task. A team player who enjoys collaborating and contributing to a positive work environment. Key Responsibilities: Client service focus: Handle incoming calls, manage renewals, and address any client inquiries or service needs. Manage client relationships: Provide timely, friendly, and professional service to maintain and strengthen client connections. Process renewals: Help clients review and renew their policies, ensuring their coverage meets their needs. Problem-solving: Resolve client issues, provide information, and offer guidance on their insurance policies. Cross-sell when appropriate: Identify opportunities to suggest additional coverage or services. Stay organized: Manage client documentation and ensure all tasks are completed accurately and efficiently. Ensure compliance: Follow industry standards and company protocols for every interaction. What You Bring: No experience required - we welcome newcomers with a willingness to learn and grow. Previous customer service experience is a plus (especially in a call center or office setting). Licensed or not? Doesn't matter! We're happy to work with you whether you have your insurance license or are working on getting it. Excellent communication skills - you're able to interact with clients with warmth, clarity, and professionalism. Detail-oriented with strong organizational skills and the ability to handle multiple tasks at once. Positive attitude - you'll be working with clients, and a friendly demeanor goes a long way. Team player - you'll work alongside a supportive team of experts who want you to succeed! Why Cost Wise Insurance? Great opportunities for growth - start your career with us and build your skills. Comprehensive training - we'll teach you everything you need to know to succeed, whether you're licensed or not. Supportive work environment - be part of a team where your contributions are valued. Flexible hours - full-time and part-time positions available. Competitive pay - $16-$20/hour (depending on experience) + bonuses. Salary and Benefits: Base salary + performance bonuses - earn based on your success! Ongoing professional development - we invest in your growth, offering continuous training and learning opportunities. Work in an exciting location on Ventura Blvd in Studio City, close to Universal Studios and prime shopping areas. Are you ready to help clients and build long-lasting relationships in the insurance industry? Don't wait - we're hiring NOW, and we want to hear from you! Apply today to join our passionate team at Cost Wise Insurance. This description focuses on a welcoming and supportive atmosphere for newcomers to the industry while still highlighting the importance of client service. The tone is motivating, giving potential candidates the confidence to apply regardless of their experience or licensure status. Compensation: $50,000.00 - $100,000.00 per year Cost Wise Insurance is a full-service Insurance Super Center. We are diverse and fun-loving licensed specialists who are extra mindful of your time and out-ofpocket expenses. This is why we continually look for ways to give you the most time-efficient and cost-effective products and services that deliver a quality plan for you, your business, and your family.

The Financial Services Officer I is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs. Highlights $44,990.40 + Incentives (Unlimited Cap On Incentives) Day One Employee Benefits Auto Discounts Mortgage Discounts Tuition Reimbursement 401K Company Match Responsibilities Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs and assists them in the selection of the appropriate financial products and services. Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans. Assists members in the selection of, completion and submission of a real estate mortgage loans (purchase and refinances). Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score. Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs. Participates in marketing campaigns and member awareness seminars. Works with outside sources to generate additional business. Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as the relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices and may assist with branch audits. Executes the day-to-day elements of the Credit Union's Member Experience per established standards. This includes but is not limited to meeting new members at the Concierge station, offering them coffee or water, building rapport, assessing their financial needs though the Credit Union's Needs Assessment process. Fulfilling the members' initial need and setting an appointment for a follow up meeting to discuss their other financial needs. Escorting the member all the way to the door and thanking them for their business and reaffirm their decision to do business with LFCU. Directly responds to member's inquiries either in person, via telephone, mail or an internal referral. Works with Branch Management in a team atmosphere for the promotion and growth of loan totals, provide information and feedback on branch goals to staff and generate referrals through coaching and encouragement of branch staff. Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation. Responsible for quality and accuracy of all work performed. Assists Sales Manager to develop and promote LFCU services to their existing Select Employee Groups (SEGs) for sign up events, benefit fairs and others. Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork and may be required to participate in the training and development of other staff members. May perform routine office and clerical duties such as: requisitioning supplies; maintaining accurate, current files; and other duties as may be assigned. May maintain a cash drawer in accordance with assigned cash limits and policy and procedures. Balances own daily work and may assist with the daily branch balancing procedures and approval of transactions for tellers when the transaction is over the teller limit. Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.). Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.). Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required. Must be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own reliable mode of transportation. Must be willing to be assigned to another local branch as needed and that eligibility for a transfer after assignment is subject to Senior Management approval. Must consistently report to work on time, as scheduled. Qualifications Education Bachelor's Degree (4 years) with business related emphasis a plus. Experience Minimum of 1 year experience, 3 years preferred of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability The FSO must: Have a thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices. Knowledge of credit union documents, reports, policies and procedures a plus. Obtain the following licenses, skills and authorities within 6 months of entering the position: Notary License, successful completion of New Accounts training and Membership Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation. Have a working knowledge of the Microsoft suite of Office products. Experience using the Symitar Data system is considered a plus. Be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own mode of transportation. Be willing to be assigned to other local branches as needed. Disclaimer Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law. Base Pay USD $21.63/Hr.

Banking Specialist This position, Banking Specialist, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs. What You Will Be Doing * Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible. * Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible. * Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. * Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management. * Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc. * Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals. * Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates. * High School Diploma or Equivalent * Minimum of 12 months previous client service experience preferred * Previous cash-handling experience required * Previous banking experience strongly preferred * NLMS registration preferred * Developed customer service skills, including written and verbal communication * Ability to use a PC and alpha/numeric keyboard * Flexible work week schedule Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is: $21.00 to $25.00.

As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities: Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals. Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions. Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth. Provide regular updates to the Private Banking Program Manager on performance metrics. Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy. Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars. Acquire new memberships and follow up with targeted outreach. Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. All investment-related activities must comply with regulatory standards and Partners Wealth Management policies. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc.: NMLS Certification - Required CA Notary - Required State L&D Insurance License - Required SIE (if Series 6 acquired after October 1, 2018)- Required FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors: 3+ years of experience building and maintaining relationships with members and colleagues. Strong knowledge of banking and securities regulations. Excellent member service, sales, and conflict resolution skills. Effective communication, organization, and time management abilities. Adaptability and initiative; able to work independently with minimal supervision. Strong teamwork and collaboration skills. High motivation, professionalism, and ethical standards. Demonstrates discretion when handling confidential financial information. Scope of the Job Performance Standards: New Memberships: 5-8 per month Loan Originations: 12-17 funded applications per month ($300K-$425K) Insurance Units: 8-12 per month (PLP, GAP, MBI) Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage) Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month Maintain member satisfaction and compliance quality scores at or above standards. Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member. Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

A New Accounts Representative must be knowledgeable with business formation documents and requirements. This person will efficiently perform the necessary due diligence to reduce risk and open accounts for the sales team in a timely manner. In addition, must be knowledgeable in all new accounts regulations, all of the Banks services and products, and basic BSA knowledge. • Opens new accounts and assists both internal and external customers with account questions as needed. • Reviews complex business documentation prior to account opening. • Research out of state established entities for business filing requirements. • Assists with training for entry level New Account Representatives. • Quotes rates, terms and fees on all consumer products and services and provides product disclosures to clients as required. • Interacts and communicates with corresponding departments on maturing accounts, new account follow-ups and other prospecting opportunities as needed.

Full-time Description Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR II: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$31.90/hour DOE

**Banking Specialist Sr** The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small business, commercial banking, and treasury management. This job understands client needs with the goal to acquire, retain, and deepen client relationships by offering a full range of financial services. Under limited supervision, this job works with a wide range of customer types with a focus on high-net-worth clients and prospects and is responsible for key sales management and operational functions within the financial center. **Key Responsibilities and Duties** + Promotes the organization's banking financial services suitable for the client based on profiling, identifying client's needs, and partnering with specialists throughout the enterprise. + Understands client's needs and assists them with a full range of expanded financial services to include banking, small business, commercial banking, treasury management, and lending. + Participates as a team member with responsibility for achieving individual goals and objectives to successfully meet financial center business plan. + Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. + Partners with all lines of business including commercial, and multifamily lending groups. + Executes the bank's risk culture and strives for operational excellence. + Adheres to established policies and procedures while opening/servicing the full range of Retail products. + Exceeds client expectations by taking ownership and accountability of the client and making the client's needs a priority. + Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client's ongoing financial needs. **Minimum Qualifications** + 5+ years of retail banking experience with a strong business development background + Skilled in assisting small business clients and opening new accounts, with a focus on personalized service + Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions + Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments **Role Specific Work Experience** + 3+ Years Required; 5+ Years Preferred **Educational Requirements** + Vocational and/or Technical Education Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 4IC **Posting End Date: 12/11/25** **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $28 - $38 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

Job Description Private Wealth Service Advisor Join a team where your expertise truly shapes client outcomes. At our firm, we help clients Achieve Financial Peace of Mind™ through a boutique, high-touch wealth management experience. By deeply understanding what matters most to our clients and delivering comprehensive, sophisticated planning, we are proud to serve high-net-worth families with clarity, care, and excellence. Our firm currently advises on approximately $700M AUM and over 450 households. Our culture is collaborative, client-centered, and driven by a commitment to doing the right thing, every time. We are seeking an experienced, relationship-focused Private Wealth Service Advisor who takes pride in delivering best-in-class planning. You will partner closely with a Private Wealth Advisor to design, refine, and implement holistic financial plans, while playing a key role in elevating the client experience. This is an opportunity to join a respected firm where your technical skill, strategic thinking, and passion for client outcomes will be valued and rewarded. What you can expect… You will be a core contributor in delivering a world-class planning experience by: Comprehensive Planning & Analysis Building and updating holistic financial plans for both new and existing clients. Collaborating with Private Wealth Advisors while bringing your own professional insight to tailor recommendations. Translating client goals, timelines, and data into an integrated plan covering: Investments & portfolio construction Retirement planning & income distribution Estate planning concepts Insurance analysis (Life, Disability, Long-Term Care) Cash flow & liability management Tax-aware strategies Education funding Major purchases & long-term savings strategies Business planning Client-Ready Deliverables & Support Creating and updating investment proposals and insurance illustrations. Preparing advisors with planning insights and investment updates prior to client meetings. Ensuring all planning data and client information is accurately captured in our CRM. Client Engagement & Growth Once acclimated to our planning philosophy, contributing directly to client education and plan delivery. Partnering across the firm to enhance our service model and drive client satisfaction Let's talk about you… We're looking for a professional who brings both technical excellence and genuine care: Bachelor's Degree required Certified Financial Planner (CFP ) designation strongly preferred Experience working with high-net-worth or mass-affluent clients Thoughtful, collaborative, detail-oriented, and committed to doing work that improves clients' lives Able to be in our Manhattan Beach office 3x per week to support client meetings and teamwork Why join our firm vs anyone else? Partner with a team that values your ideas, expertise, and professional growth Direct impact on clients' most important financial decisions A culture built on integrity, collaboration, and excellence Opportunities to deepen client-facing responsibilities over time Compensation Compensation is aligned with experience, expertise, and ongoing client service. The structure provides predictable income with meaningful performance-based upside, reflecting both individual and team impact. Health Benefits, 401K with match, disability insurance, PTO

The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. Key Responsibilities and Duties Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise. Performs cash vault and/or other financial center operational responsibilities as directed. Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications. Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority. Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth. Refers customers' financial needs to other bankers and partners as needed. Executes the bank's risk culture and strives for operational excellence. Adheres to established policies and procedures while opening/servicing the full range of Retail products. Understands competitor products and services and advantages of the organization's banking products and services. Minimum Qualifications 2+ years of experience in banking, with a strong background in teller operations and cash handling Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities Skilled in assisting small business clients and opening new accounts, with a focus on personalized service Proven ability to acquire, retain, and deepen client relationships through consultative engagement and tailored financial solutions Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments Role Specific Work Experience No Experience Required; 2+ Years Preferred Educational Requirements High School Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 3IC Posting End Date: 12/11/25

Provide AMAZING customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross-sell bank products and services and 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. Able to perform all transactions necessary to meet customer needs, including servicing 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 servicing accounts, superseding accounts, and proper account titling and ownership, to mitigate risk to the bank: * Bank Secrecy Act * Customer Information Program * Beneficial Ownership * Office of Foreign Asset Control * 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: Knowledge/Skills/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 including 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. * Six months' branch banking experience preferred. * Minimum six months' cash handling experience required. 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: $22.00 to $26.00 per hour. Pay range may vary based on skills, experience, and location. Salary Description Pay Range: $22.00 to $26.00 per hour