Finance service representative jobs in Tulare, CA

Any candidate with healthcare and customer service experience, Hedis exp is plus. Requires High School diploma and 6 months related work experience or an equivalent combination of education and experience. Candidates who have familiarity with medical terminology and with prior HEDIS experience are given preference for this position Additional Information Thanks & Regards Nithisha Prasad **********

Full-time Description PAY GRADE: 19N, 20N PAY RANGE: $19.07 - $31.88/hour DEPARTMENT: Branch Operations Experience the difference with Educational Employees Credit Union, the largest credit union in the Central Valley. Known for its outstanding member service, EECU promotes a positive work environment and supports employee well-being with a competitive benefits package, including a 6% employer contribution to 401k. In 2025, EECU received the Gold Award for Best Credit Union and the Silver Award for Best Place to Work in The Fresno Bee's 2025 Best of Central California People's Choice Awards. No evenings or weekends! The ideal candidate for this position will have a positive attitude, great member service/sales skills and previous experience in the financial industry. Responsibilities of the position include: Accurately process teller transactions (loan payments, transfer of funds, etc.) Thorough knowledge of negotiable instruments such as cash and checks Efficiently and accurately record information Research and resolve members' concerns Cross-sell credit union products and services Efficiently utilize the software systems provided to perform member transactions Requirements Requirements of the position include: Previous cash handling and/or customer service experience Desire to provide outstanding member service Ability to cross-sell Self-motivated Good communication skills Dependable (arrive to work on time as scheduled)

Application Deadline: 01/02/2026 Address: 2301 S. Mooney Blvd. Job Family Group: Retail Banking Sales & Service This is a part-time 30 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: $41,714.00 - $50,500.00 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.

As part of an international mid-sized corporation with ambitious growth plans, an innovative mindset and high customer focus, NDS is looking for highly motivated and team-oriented individuals with eagerness to join our journey from good to great. Customer Service Representative Visalia, Ca Overview and Scope: The Customer Service Representative (CSR) position at NDS is critical to the growth, success and strategic objectives of NDS. Provide excellent customer service to maintain and enhance existing business and to obtain new business. This requires that the CSR take personal and complete responsibility for every order to ensure that the customer requirements are met from time of initial order receipt until the product is delivered and the customer is satisfied. Providing support to the sales regions to help insure objectives are met and opportunities become closed sales based on NDS objectives and initiatives. Specific Job Responsibilities and Accountabilities: * Sales and Growth * Identify upsell and add-on product opportunities by asking probing questions to identify product need. * Timely and accurate processing of customer orders; insuring that all job orders contain all components necessary for the customer to execute and complete the installation. * Provide first line of technical support insuring customers have accurate product and application knowledge including providing any needed specification data. * Coordinate, expedite and track critical orders through delivery with regular communication to the customer. * Communication of product promotions to customers through outbound calls. * Record complete and accurate information on job leads through inbound calls. * Sales region main point of contact for general customer service requests. * Document important and crucial customer information into the Salesforce system for follow up and notification to sales team members. * Other * Support ISR and ISA in providing written job quotes as needed * Support ISR and ISA in logging information in the Salesforce as needed * Answer inbound calls in a timely and professional manner; meeting customers expectations. * Regional point of contact for distributors and sales representatives * Daily maintenance of filing and reports; purchase orders, open orders, backorders, suspense * Support ISR with Salesforce input and other administrative activities related to closing of sales as needed * Generate and processing of profoma invoices * Other projects and assignments as designated by Supervisor * Keep department manager informed of successes, key information and roadblocks. Competencies and Skills Required: * Demonstrate exceptional interpersonal communication and relationship building techniques. * Have the ability to work in a diverse and dynamic team environment. * Exhibit skills for multitasking, flexibility and quickly adapting and responding to the changing needs and priorities of all customers; internal and external. * Demonstrated ability to perform data analysis, problem solve and make recommendations for resolution. * Solid aptitude for learning new tools, processes and techniques. * Exceptional verbal and written communication skills. * Strong organization skills. Minimum Qualifications * Demonstration of the competencies and skills listed above. * Two or more years of experience in a customer service, sales or call center environment with increasing responsibility. * NDS product and business knowledge or experience in a similar industry. * Working knowledge of Syspro or similar ERP system. * Intermediate or advanced experience with Microsoft programs (i.e. Word, Excel, and PowerPoint). * Ability to effectively work cross functionally. Desired Qualifications * Bachelor Degree * Irrigation or plumbing product design or installation knowledge NDS, a proud member of NORMA Group, is a market leader for solutions in Storm Water Management, Efficient Landscape Irrigation, and Flow Management for residential and commercial markets. Enjoy Speed. Adapt Fast. Don't' hesitate - take action, apply today and join our team! NDS, Inc., 851 N Harvard, Lindsay CA 93247 **********************

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills

Job Description If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Madera insurance agency today! Our reputable insurance agency seeks an exceptional insurance Medicare-lines customer service representative to join our team. Farmers Insurance-Israel Cortes Agency prides itself on our outstanding insurance products and customer service. Benefits Annual Base Salary + Bonus Opportunities Dental Insurance Vision Insurance Hands on Training Flexible Schedule Parental Leave Mon-Fri Schedule Career Growth Opportunities Paid Holidays Paid Vacation Responsibilities Immediately greet all customers entering the office in a friendly and helpful manner Provide exceptional customer service and support Understanding prospects' needs and identifying sales opportunities Establish client relationships and follow up with clients as needed Verify phone numbers and email addresses with each customer contact and update customer information. Schedule appointments for sales staff to meet prospective customers Supporting sales team in achieving high sales targets Uphold the wants and needs of your customers Meet new business production goals and objectives as established Process customer policy change requests Return all phone messages promptly Maintain knowledge of new products and services Develop and maintain client relationships Follow up with customers to ensure satisfaction, respond to queries, and solve or refer problems Schedule appointments for sales staff to meet prospective customers Work independently and as part of a team Assess and identify the wants and needs of your customer(s) over the phone Participate in regular team meetings and brainstorming sessions Attend training and continuing education courses Requirements Possess an upbeat, positive, and enthusiastic attitude Must be motivated and determined Proven track record of trustworthiness, dependability, and ethical behavior Be a great self-starter with a sense of urgency Strong communication skills (oral and written) Excellent interpersonal skills Professional phone and email etiquette Strong work ethic and leadership skills A Health and Life license is preferred but not necessary

Job DescriptionDescription We're looking for a motivated and detail-oriented Account Representative / Assistant Account Manager to join our growing Transportation Department in our Fresno office. This is an excellent opportunity for someone with a few years of experience in an assistant-level role who is eager to build a long-term career in the insurance industry. As a key member of our service team, you will support our Account Managers and learn the ins and outs of the transportation insurance sector. Your primary focus will be to assist with daily service tasks while developing the skills and knowledge needed to manage your own book of business. This is a dedicated training path designed to promote you to an Account Manager role within our team. This position is based in our Fresno office. While we may consider a hybrid schedule, this is not a remote position, as we believe in the value of in-person collaboration and mentorship. Key Responsibilities Assist Account Managers with servicing a diverse book of transportation accounts. Process endorsements, certificates of insurance, and other client requests. Communicate with clients, carriers, and underwriters to resolve issues and gather information. Maintain accurate client files and documentation in our agency management system. Learn about various transportation sectors, including trucking and other specialized areas. Support the team with administrative tasks as needed. Skills, Knowledge and Expertise You have 2+ years of experience in an assistant or similar support role, preferably within a professional office environment. You are highly organized and have excellent attention to detail. You are a clear and confident communicator, both written and verbal. You are proactive, a quick learner, and dedicated to your professional growth. You are comfortable working in a team-oriented environment. Insurance industry experience is a plus, but not required. Benefits A clear and structured path to becoming a full-fledged Account Manager. Dedicated mentorship and training from experienced industry professionals. A collaborative and supportive team environment. Competitive salary and benefits package.

Liberty Military Housing - Own your passion for service! At Liberty Military Housing we're here to serve those who serve our country by providing military families with comfortable, well-maintained homes in inviting communities across the United States. We take great pride in our highly trained team of professionals. With a blend of property management and military backgrounds, our employee-owners bring a proactive, solution-oriented mindset, along with unparalleled levels of empathy and understanding for our residents and one another. Liberty Military Housing is dedicated to helping our employees develop personally and professionally and provides an unprecedented 150+ hours of professional development annually to each employee-owner. Camaraderie and collaboration form the foundation of our culture. We put people first, honoring one another's diverse experiences, ideas, and contributions to our shared success. We strive to bring out the best in each other so we can do outstanding work and positively impact the lives of military families. We're always looking for dedicated team members in a variety of roles to help create meaningful results that help us meet our company goals. We offer an excellent benefits package, training, development, and opportunities for advancement, so if you're ready to grow your career, take a look at our current job openings and become an employee-owner at Liberty Military Housing. Responsibilities A Day in the Life of a Customer Service Representative: As a Customer Service Representative, you will be responsible for providing customer service to all prospective and current residents within a multi-family residential community. Your role includes answering phones as well as taking and following up on service requests of our residents. Your role is instrumental in the resident move-in process, which includes showing new homes, completing new leases and ensuring residents needs are met. Your role requires effective customer service skills and the ability to work efficiently and effectively and deliver on our mission of providing exemplary service in accordance with Liberty Military Housing's quality customer satisfaction standards. Your Responsibilities include, but not limited to: Assists prospective residents with information regarding their lease, the community, and the move-in process. Prepares lease documents for residents as part of the move-in process (pets, allotments, etc.). Ensures all lease paperwork is completed and entered into the system. Responsible for responding to and managing resident complaints and/or service issues and may coordinate with appropriate staff to address and resolve resident concerns. Supports residents during the move-out process, which may include notice to vacate and resident transfers. Manages resident lease process including finalizing leases with the residents and providing information regarding the community and resident services. May perform post-turn unit inspections and complete move-in inventory inspections with new residents. Follow-up with residents who have requested work-order/services or expressed issues/concerns with the community. Responsible for lease renewal notification and timely resident notice to renew or vacate. Works in conjunction with maintenance team to ensure service requests are assigned and scheduled appropriately and completed in a timely manner. Responsible for resident follow up to ensure services rendered have been completed according to LMH standards and meet resident's satisfaction. Promotes positive resident relations by ensuring resident concerns and requests are responded to on a timely basis to ensure resident satisfaction. Participates in outreach marketing activities (i.e. market surveys, shop competitors, etc.) on a regular basis to obtain prospective residents. Performs other general office duties (i.e. phones, filing, special projects and assignments as needed). Performs various administrative and computer tasks, email communications, input of information/data into various software and information systems (Payscan, Yardi, and other company-related systems). Composing and distributing of correspondence/notices (3 day, move-out charges, renewals, and other important resident notices that pertain to maintenance services, etc.). May participate in property walks/inspections (grounds, common areas, parking lots, community rooms, make-readies, quality control, etc.) to ensure community is well maintained according to LMH's quality standards. Participate in and attend various department or regional meetings, resident or community events, seminars, and other work-related events. Complies with all OSHA safety regulations, local applicable laws regarding health, safety or environment, Fair Housing and LMH Standard Operating Procedures and Policies. Operate a company or personal vehicle to travel to various locations for work purposes. Qualifications What You Need for Success: Position requires 6 months+ of residential property management or customer service role preferred. Proficiency in personal computer skills, keyboard, Internet search, email correspondence, math, Microsoft Office, including Word, Excel, and other software applications preferred (i.e. Yardi, Payscan). Effective communication and interaction with customers, vendors, management, co-workers; sufficient to exchange or convey information and to give and receive work direction. Ability to work in a fast-paced environment, multi-task, prioritize and complete assigned duties to ensure operational objectives are achieved. Must possess a positive and professional demeanor in all interactions, under all circumstances. Must possess a valid driver's license. Ability to operate a company or personal vehicle or electrical cart. Must be available to work a flexible schedule, including weekends, off-hours and emergencies as required. What We Provide You: Liberty Military Housing takes into consideration everything from career development to family matters, and health & wellness. We are committed to offering our team members a wide range of benefits, including the following: Medical/Dental/Vision Insurance* Life and AD&D Insurance 401k Retirement Plan w/company match Employee Stock Ownership plan Incentive Bonus Program 10 Paid Holidays per year 40 hours Paid Sick Leave per year** 80 hours Paid Vacation per year** * Medical/Dental/Vision insurance eligible after 30 days of full-time employment. **Vacation and sick time are based on the employee's hire date. Pay Rate: $19.00 - $21.00/Hourly

Full-time Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join 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. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 38 Customer Service · Deliver 5 Points of Service to internal and external customers. (Your Community Banker, Sundown Rule, It's your time, 24 hrs 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. Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. 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. · 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 and Compliance Responsibilities · Adhere to Control Consciousness policies and procedures. · Follow branch security procedures in opening, closing, and branch operations. · Complete regulatory tutorials to ensure understanding of compliance standards and expectations. Answer regulatory questions correctly during Audit/Branch Review. 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. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. 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. 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. 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. MENTAL DEMANDS: · Accurately count and dispense funds to customer. · Recognize opportunities to cross-sell products. · Respond positively to challenging customers. · Maintain established service standards. 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: · 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. Requirements EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $19.21

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Excellent interpersonal skills Excellent communication skills - written, verbal and listening Self-motivated Proactive in problem solving Dedicated to customer service Bilingual - Spanish preferred Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Relationship Banker (Commercial Lending) in Fresno, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices. Essential Functions: * Responsible for acquiring, analyzing and maintaining client relationships. * Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. * Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms. * Solicits the sale of additional products and services to meet clients' needs. * Develops and implements marketing plans for expanding business. * Negotiates loan terms and conditions. * Remains well versed in industrial, economic and financial situations relating to assigned clients. * May be assigned specialized industry or market segments. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience. * A combination of education and experience may meet requirements. * Basic knowledge of bank products, credit and commercial lending techniques and procedures. * Ability to expand loans, client relationships and bank products. * Must have good interpersonal, oral and written communication skills needed to create relationships with loan clients. * Good analytical and negotiation skills. * Limited use and/or application of basic lending principles, theories, and concepts. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $75,240 - $118,250 hourly depending on job-related factors such as level of experience.

Job Description OUR CORE VALUES Valley Strong Credit Union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. POSITION SUMMARY Provides exceptional Member experience throughout our communities. The ideal candidate provides detailed information and promotes credit union products and services to build relationships. Processes monetary transactions within assigned limits, maintains accurate records and balances each day's transactions in accordance with established policies and procedures. Proactively engages with Members to identify products and services designed to assist them in achieving their financial goals. Answers questions and directs Members to appropriate department for specialized services. Team Members are empowered to make the Member experience effortless and seamless. Creates an environment of trust by “doing what's right.” ESSENTIAL DUTIES Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer. Provides services to Member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Knowledgeable in all tools, products, and services to provide answers and assistance to Members' questions or concerns. Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions. Maintains responsibility for all cash controls and follows proper balancing procedures. Identifies Members' needs, cross-sells and refers Members to appropriate business partners. Recommends alternative channels such as online, mobile, and digital solutions. Identifies and reports fraudulent activity to prevent potential loss to credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. Checks acceptance approval within assigned limits. Ensures confidentiality of all Member and credit union information. Efficiently and accurately processes all Member transactions on multiple systems. Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance. Understands the role in sales growth and meets branch-assigned and individual goals. Performs other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); related experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER SKILLS AND ABILITIES Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.

Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service. Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. New member sign-up. Take prospective members on tours. Facilitate needed updates to member's accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Assist in maintaining the neatness and cleanliness of the club. Qualifications/Requirements Customer service background preferred. Basic computer proficiency. A passion for fitness and health. Upbeat and positive attitude! Punctuality and reliability is a must. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. Strong listener with the ability to empathize and problem solve. Demonstrate diplomacy in all interactions while using appropriate behavior and language. High School diploma/GED equivalent required. Must be 18 years of age or older. Physical Demands Continual standing and walking during shift. Continual talking in person or on the phone during shift. Must be able to occassionally lift up to 50 lbs. Will occasionally encounter toxic chemicals during shift. Compensation: $16.50 per hour JOIN THE CLUB. Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team! Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet. TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU. Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.

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.

Full-time Description PAY GRADE: 19N, 20N, 21N PAY RANGE: $19.07 - $34.34/hour DEPARTMENT: Branch Operations Experience the difference with Educational Employees Credit Union, the largest credit union in the Central Valley. Known for its outstanding member service, EECU promotes a positive work environment and supports employee well-being with a competitive benefits package, including a 6% employer contribution to 401k. In 2025, EECU received the Gold Award for Best Credit Union and the Silver Award for Best Place to Work in The Fresno Bee's 2025 Best of Central California People's Choice Awards. No evenings or weekends! The ideal candidate for this position will have a positive attitude, great member service/sales skills and previous experience in the financial industry. Responsibilities of the position include: Accurately process teller transactions (loan payments, transfer of funds, etc.) Thorough knowledge of negotiable instruments such as cash and checks Efficiently and accurately record information Research and resolve members' concerns Cross-sell credit union products and services Efficiently utilize the software systems provided to perform member transactions Requirements Requirements of the position include: Previous cash handling and/or customer service experience Desire to provide outstanding member service Ability to cross-sell Self-motivated Good communication skills Dependable (arrive to work on time as scheduled)

As part of an international mid-sized corporation with ambitious growth plans, an innovative mindset and high customer focus, NDS is looking for highly motivated and team-oriented individuals with eagerness to join our journey from good to great. Customer Service Representative Visalia, Ca Overview and Scope: The Customer Service Representative (CSR) position at NDS is critical to the growth, success and strategic objectives of NDS. Provide excellent customer service to maintain and enhance existing business and to obtain new business. This requires that the CSR take personal and complete responsibility for every order to ensure that the customer requirements are met from time of initial order receipt until the product is delivered and the customer is satisfied. Providing support to the sales regions to help insure objectives are met and opportunities become closed sales based on NDS objectives and initiatives. Specific Job Responsibilities and Accountabilities: Sales and Growth Identify upsell and add-on product opportunities by asking probing questions to identify product need. Timely and accurate processing of customer orders; insuring that all job orders contain all components necessary for the customer to execute and complete the installation. Provide first line of technical support insuring customers have accurate product and application knowledge including providing any needed specification data. Coordinate, expedite and track critical orders through delivery with regular communication to the customer. Communication of product promotions to customers through outbound calls. Record complete and accurate information on job leads through inbound calls. Sales region main point of contact for general customer service requests. Document important and crucial customer information into the Salesforce system for follow up and notification to sales team members. Other Support ISR and ISA in providing written job quotes as needed Support ISR and ISA in logging information in the Salesforce as needed Answer inbound calls in a timely and professional manner; meeting customers expectations. Regional point of contact for distributors and sales representatives Daily maintenance of filing and reports; purchase orders, open orders, backorders, suspense Support ISR with Salesforce input and other administrative activities related to closing of sales as needed Generate and processing of profoma invoices Other projects and assignments as designated by Supervisor Keep department manager informed of successes, key information and roadblocks. Competencies and Skills Required: Demonstrate exceptional interpersonal communication and relationship building techniques. Have the ability to work in a diverse and dynamic team environment. Exhibit skills for multitasking, flexibility and quickly adapting and responding to the changing needs and priorities of all customers; internal and external. Demonstrated ability to perform data analysis, problem solve and make recommendations for resolution. Solid aptitude for learning new tools, processes and techniques. Exceptional verbal and written communication skills. Strong organization skills. Minimum Qualifications Demonstration of the competencies and skills listed above. Two or more years of experience in a customer service, sales or call center environment with increasing responsibility. NDS product and business knowledge or experience in a similar industry. Working knowledge of Syspro or similar ERP system. Intermediate or advanced experience with Microsoft programs (i.e. Word, Excel, and PowerPoint). Ability to effectively work cross functionally. Desired Qualifications Bachelor Degree Irrigation or plumbing product design or installation knowledge NDS, a proud member of NORMA Group, is a market leader for solutions in Storm Water Management, Efficient Landscape Irrigation, and Flow Management for residential and commercial markets. Enjoy Speed. Adapt Fast. Don't' hesitate - take action, apply today and join our team! NDS, Inc., 851 N Harvard, Lindsay CA 93247 **********************

Application Deadline: 01/02/2026 Address: 12790 Avenue 416 Job Family Group: Retail Banking Sales & Service Bilingual in Spanish and English is preferred. 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: $41,714.00 - $50,500.00 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.

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. 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** Sylmar,CA $22.50 - $27.60 / hour

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join 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. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 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