Job Description
reports on-site.
Summary: The Wealth Advisor will be responsible for working with one or more Managing Directors to support business development initiatives, manage the client's portfolio, maintain periodic contact with existing clients to help build and further the client relationship, and act as a liaison between the client and the rest of the organization for cross-selling relationship improvement opportunities to existing clients. The Wealth Advisor will be engaged in asset allocation, investment strategy, and financial planning solutions with clients and prospects using discretionary and independent judgment.
Duties and Responsibilities:
Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
Support Managing Directors in business development activities and in determining client wealth management needs
Work with the Managing Director to maintain and build client relationships
Work independently and alongside the Wealth Planning department to provide and present financial planning solutions for a high-net-worth client base
Manage client requests, including account setup/paperwork, daily maintenance, execution of service requests, and resolution of service issues
Attend and participate in client and prospect meetings and conference calls with clients and the Managing Director
Prioritize and take ownership of client post-meeting action items
Document client correspondence utilizing the company CRM and maintain client databases according to firm processes and compliance requirements
Work with the team to prepare for client and prospect meetings by compiling portfolio allocation and performance reports, ensuring accuracy, and providing status updates on all client wealth management issues
Prepare investment proposals to address the complex needs of prospective clients
Responsible for working both independently and with the trading desk to accurately and properly invest, rebalance, and maintain client portfolios relative to their investment strategy.
Required to be familiar with investment solutions, trade rationale, and market activity, and be able to relay or answer client questions when necessary.
Responsible for working with the Trust Department to perform annual portfolio reviews.
Participate in department discussions to improve efficiencies and the client experience
Perform other duties as assigned
Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
Geographic Location:
Irvine, CA: $85,400 - $105,000 (Annually)
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Qualifications: To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements listed below represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience:
Bachelor's degree and/or MBA required in Finance
Series 65 required
Minimum of 3-5 years of strong investment management experience
Experience in analyzing and assessing personal financial planning and investment strategies
Skills:
Must have effective verbal and written communication skills
Ability to interface effectively with all levels of personnel
Must be able to multitask, often under pressure.
Must be proficient with MS Word and Excel, database or other marketing software, and the internet
Physical Demands: The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee is occasionally required to stand and walk; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
$85.4k-105k yearly 4d ago
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Payments Fraud Analytics Lead
City National Bank 4.9
Los Angeles, CA job
WHAT IS THE OPPORTUNITY? The Payments Fraud Analytics Lead, leads the Bank's fraud prevention and risk management activities for payment systems to mitigate both the Bank's and our clients' exposure to potential fraudulent activities. The manager is responsible for evaluating industry, client and situational/threat trends by payment type, as well as cross-channel. This position is responsible for ongoing analytics and recommendations which are presented to senior executive management enterprise wide, and used to rapidly respond to emerging fraudulent activities. In addition, the manager is responsible for developing and implementing the Bank's Fraud Prevention analytics to support new products such as Zelle, as well as new product features such as increases to existing debit cards.
WHAT WILL YOU DO?
Develop the Bank's payments fraud strategy to minimize the Bank's payments fraud losses.
Assess trends impacting payments fraud and provide real-time recommendations to mitigate potential fraud against the Bank and clients.
Define, formulate and create complex analytical models to assess payments fraud activities. Create models to assess payments fraud activity within a specific payment system and across payment systems.
Serve a Bank's Knowledge Expert on Payments Fraud and accountable for developing the Bank's Payments Fraud Strategy. Actively participate on key payments initiatives.
Create, test and implement rule criteria. Balance fraud prevention recommendations with client experience considerations. (note: Updates may be required on a 24/7/365 basis to prevent fraud.)
Analyze loss data and recommending/implementing appropriate loss prevention strategies. In addition, evaluate fraud cases and losses holistically to identify potential trends, and areas of improvement.
Participate actively participate in development of Fraud Policies and Risk Management activities, supporting a broad-spectrum of business units across the Bank.
Develop and produce executive key performance metrics and report to senior management and enterprise risk.
Create and deliver reports as requested by clients, implement state of the art analysis tools and forecast processes that ensure global delivery of actionable information as necessary.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 5 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence.
Minimum 3 years with fraud strategy and rule writing
Minimum 3 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring.
Additional Qualifications
Strong analytical, interpretive and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas.
Prefer 7 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence.
Prefer 5 years with Falcon (or comparable system) fraud strategy and rule writing
Prefer 5 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring.
Ability to create and maintain complex mathematical models.
Outstanding communications skills and ability to clearly communicate with both senior executives and staff.
Exercise judgment within defined procedures and practices to determine appropriate action.
Comprehensive knowledge of risk principles and procedures.
Ability to synthesize large quantities of data into concise presentations with sound business conclusions.
Thorough knowledge of PC computing environment, experience with database/data warehouses, and experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects.
Ability to interact effectively with all levels of Bank personnel and customers.
Must be able to work in a high-productive, deadline-oriented environment.
Must be flexible to handle multiple tasks simultaneously.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $101,231 - $172,355 per year. 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 Benefits and Perks.
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 About Us.
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. #CA-NW
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW
$101.2k-172.4k yearly 18h ago
Portfolio Manager II - Fund Finance, i.e., Capital Call/Subscription Facilities
City National Bank 4.9
Los Angeles, CA job
PORTFOLIO MANAGER II- FUND FINANCE WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Fund Finance Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
Provide customized solutions for asset management clients in support of both their managed Funds and the capital needs of the Firm.
Transaction types include (i) capital call and subscription facilities for managed Funds (RLCs used to bridge timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, dividend distributions, general corporate purposes, GP investments and partner buy-outs.
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
Provide ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)
Comfortable working in a high-volume, fast-paced environment serving financially sophisticated clients.
WHAT WILL YOU DO?
Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree in Finance, Business, or related field
Minimum 5 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
Fund Finance knowledge and expertise
WHAT'S IN IT FOR YOU?
Compensation - *Hourly Position
Starting base salary: $48.66 - $82.86 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 Benefits and Perks.
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 About Us.
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.
#LI-JO1
#GD-JO
#CA-JO
$48.7-82.9 hourly 1d ago
Loan Disbursement Specialist
California Bank & Trust 4.4
Irvine, CA job
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah.
The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department.
The Disbursement Specialist will:
* Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget.
* Prepare payoff quotes, credit bids, default letters and loan modifications.
* Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested.
* Administer participation loans, coordinate with participating/lead bank(s).
* Order, input, and review inspection reports.
* Updates and maintains various reports and ticklers for loan maintenance.
* Assists with and may serve as liaison with lenders, loan administration, and outside vendors.
* Monitor and may process interest rate changes.
* Review loans for past due status, insurance coverage, tickler exceptions, etc.
* Ensure loan administration is consistent with loan documents, bank and department policies and procedures.
* Other duties as assigned.
Requirements:
* Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience.
* Basic knowledge of lending disbursement processes, procedures and loan documentation.
* Basic knowledge of standard construction budget and loan servicing practices and techniques.
* Must have good audit, problem solving, data entry and customer service skills.
* Ability to review and process data per loan documentation.
* Good time management and organizational skills.
* Must be accurate, detail oriented and able to multi-task.
* Good communication skills, both verbal and written.
* Basic knowledge of computer software programs such as word, excel, etc.
* Requires High School Degree or Equivalent
* A combination of education and experience may meet job requirements.
Location:
This position is 5 days in-office and can be filled at our downtown office in any of the following locations:
* Phoenix, AZ
* Irvine, CA
* Houston, TX
* Salt Lake City, UT
Pay range (depending on location and experience): $19-32/hr
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
* 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
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$19-32 hourly 2d ago
Tax Experienced Senior, Private Client Services
BDO Global 4.8
Los Angeles, CA job
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Job Duties:
Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
Works directly with clients and their advisors to gather information needed to prepare tax returns
Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback
Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns
Analyzes tax notices received from government agencies and prepares initial drafts of response
Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
Works in a fast-paced, deadline-driven environment both independently and within a team dynamic
Prioritizes and completes tasks
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
Builds new relationships with other professionals both inside and outside the firm
Supervisory Responsibilities:
May supervise and manage the day-to-day work assignments of PCS Associates
Provides verbal and written performance feedback to PCS Associates, as necessary
Acts as mentor to PCS Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required
* Master's degree in Accountancy or Taxation, preferred
Experience:
Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
Experienced in private client services, preferred
Prior basic supervisory experience, preferred
License/Certifications:
* CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred
* Possession of other professional degrees or certifications applicable to role preferred
Software:
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
Languages:
* N/A
Other Knowledge, Skills & Abilities:
Initiative
Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations
Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
Communication
Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
Internally, communicates the status of their work to their team; promptly responds to requests
Leadership
Leads by example, acting as a model for the firm's core values
Takes on challenges; sees tasks through completion, even if there are obstacles
Business Development
Participates in business development and networking activities
Seizes opportunities for new professional contacts when presented
People Development
Ability to interact effectively with people at all organizational levels of the firm
Assists in supervision, development, and training of employees
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $96,000 - $125,000
Colorado Range: $80,000 - $100,000
Illinois Range: $90,000 - $108,000
Maryland Range: $98,000 - $110,000
Massachusetts Range: $102,000 - $119,000
Minnesota Range: $80,000 - $95,000
New Jersey Range: $88,000 - $125,000
NYC/Long Island/Westchester Range: $115,000 - $130,000
Washington Range: $83,000 - $115,000
Washington DC Range: $105,000 - $117,000
$115k-130k yearly 2d ago
6-8th Grade ELA Teacher
Accel Schools 4.5
Riverside, CA job
About the Team ACCEL Schools is hiring a highly qualified 6-8th Grade ELA Teacher at Riverside Academy in Cincinnati, Ohio dedicated to providing a superior education for all students. We are seeking teachers who are passionate and dedicated to bringing the curriculum to life for each student. We want our teachers to be excited to create a positive classroom environment that prioritizes student learning and social-emotional development.
Be part of the difference at Riverside Academy! Located near the Ohio River and Embshoff Woods Nature Preserve, Riverside Academy has served the westside community of Cincinnati since 2003. The public charter school offers EK-8th grade students a well-rounded, college-prep education featuring a hands-on, social-emotional learning approach. Known for its close-knit learning environment and nurturing teachers and staff, Riverside fosters strong partnerships within the community. Riverside Academy is part of ACCEL Schools, an established network of public charter schools serving K-12 students throughout the United States since 2014.
About the Opportunity:
Responsibilities of the Teacher include to-
Prepare and deliver lesson plans with the ability to modify accordingly during the school year
Differentiate instruction to meet the needs of all students
Maintain accurate and complete records of students' progress and development
Utilize research-based best practices in daily planning and classroom instruction
Manage student behavior in the classroom
Create a positive classroom environment for students to learn in
Utilize school approved curricula that reflects the diverse educational, cultural, and linguistic backgrounds of the students
Implement school-wide culture expectations and norms
Communicate and meet with families regarding the academic and social-emotional growth of their child
Incorporate technology skills into daily classroom practice to support learning
Participate in the planning and implementation of non-instructional activities, as needed
Collaborate and communicate effectively with colleagues
Perform other duties as assigned
About You:
Active and current state of Ohio teaching license in appropriate content area
Bachelor's degree in education or related field
High level of comfort working in a growth-focused coaching environment based on frequent observations, debriefs, action planning, and progress monitoring
Excellent written and verbal communication skills
Ability to properly manage confidential information
Able to supervise students of various ages in different school settings (playground, cafeteria, etc.)
Ability to pass federal and state criminal background checks
Experience working within an urban environment
About Us
"We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder
ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities.
We offer the following benefits:
Compensation
The salary range for this position is $44,500-54,000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.
Life benefits - time & peace of mind
Paid time off
Retirement contributions
Optional Basic Life and AD&D insurance
Voluntary life insurance (employee, spouse, child)
Discounted childcare at Early Learning Academies locations
Health benefits - stay well & thrive
Medical, dental, and vision insurance
Employee Assistance Program
Voluntary short-term disability insurance
Voluntary long-term disability insurance
Career benefits - keep growing
Career advancement opportunities throughout Accel Schools and our strong network of 4,000+ instructors and education professionals
EQUAL EMPLOYMENT OPPORTUNITY
It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists.
#INDMS
$44.5k-54k yearly 4d ago
Construction Project Engineer
Oppenheimer National 4.7
Buena Park, CA job
Oppenheimer National - Construction Project Engineer / Assistant Project Manager
Salary: $70,000 - $90,000 per year
Job Type: Full-time
⸻
About the Role
Oppenheimer National is seeking a highly capable and motivated Construction Project Engineer / Assistant Project Manager to support our commercial construction projects across Southern California. This role is essential to ensuring field operations, documentation, and project coordination run smoothly and professionally.
If you thrive in a fast-paced commercial construction environment, enjoy solving technical challenges, and excel at keeping teams aligned with project requirements, this is an excellent opportunity to advance your career with a growing general contractor.
⸻
Core Responsibilities
Field & Project Coordination
• Support and supervise daily operations on active construction sites
• Coordinate subcontractors and ensure compliance with approved plans and specifications
• Assist in resolving field issues, clarifying scope, and supporting project execution
Technical Documentation & Controls
• Prepare and manage RFIs, submittals, logs, and schedule updates
• Review, interpret, and communicate project documents, including blueprints and technical specifications
• Support the preparation of project deliverables and progress reporting
• Maintain accurate document control and assist in drafting site-related correspondence
Project Support
• Collaborate with Project Managers and Superintendents to ensure timely progress
• Assist with procurement coordination and follow-up
• Participate in site walks, meetings, and inspections as needed
⸻
What You Bring
• Bachelor's degree in Civil Engineering, Construction Management, or related field
• Minimum 3 years of experience working with a general contractor or subcontractor
• Strong understanding of construction trades, sequencing, and field operations
• Ability to read and interpret construction blueprints and specifications
• Experience preparing RFIs, submittals, and maintaining project logs
• AutoCAD proficiency and general computer/software competency
• Excellent written and verbal communication skills
⸻
About Oppenheimer National
Oppenheimer National is a commercial general contractor delivering public and private sector projects throughout Southern California. Our portfolio includes:
• Modernization & renovations
• Seismic retrofits
• New commercial builds
• Parks, playgrounds & landscape
• Infrastructure and public facilities
We are committed to craftsmanship, innovation, and building long-term value for our clients and communities.
Learn more at OppNat.com
⸻
Benefits
• 401(k)
• Flexible schedule
⸻
How to Apply
📩 Email your resume to ****************
📱 Or text your resume to **************
📍 Must be able to commute to Huntington Beach, CA 92647
$70k-90k yearly 3d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
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$155k-236k yearly est. 3d ago
Nonprofit Canvass Director for Local PBS & NPR Station - $24/hr
Donor Development Strategies 3.7
San Diego, CA job
Donor Development Strategies (DDS) in collaboration with your local PBS & NPR station is searching for a dedicated Nonprofit Canvass Director to lead our grassroots efforts. This crucial role involves fundraising and community engagement to support public media outlets like PBS and NPR. We offer a structured 40-hour work week along with comprehensive benefits, including healthcare options, dental and vision plans, a 401(k), and Paid Time Off.
Role Overview and Responsibilities
The Nonprofit Canvass Director is a pivotal position where you will lead, manage, and inspire a team to meet and surpass fundraising targets. If you are passionate about public media and excel in leadership, we encourage you to apply.
Field Leadership and Fundraising
Lead by Example: Participate in field canvassing 4-5 days per week.
Training: Implement comprehensive training for canvassing staff to ensure achievement of goals.
Performance Targets: Meet and exceed minimum set quotas for fundraising and canvassing activities.
Staff Management and Development
Supervision: Create and implement effective training plans for new and existing staff.
Accountability: Ensure staff adherence to schedules, quality standards, and professional protocols.
Administrative Duties
Data Management: Collect and ensure the accuracy of data related to daily operations and fundraising efforts.
Resource Management: Oversee the security and confidentiality of donor contributions and reach goals in financial stewardship.
Communication and Collaboration
Team Engagement: Maintain open communication channels within the director team and report to the Project Manager.
Professional Liaison: Represent DDS professionally in all interactions with stakeholders and team members.
Preferred Qualifications and Skills
Experience: Prior experience in canvassing, fundraising, organising, or leadership roles is highly desirable.
Technological Proficiency: Familiarity with Microsoft Office and cloud-based storage platforms is essential.
Communication: Outstanding verbal and written communication skills are necessary for public and team interaction.
Organisational Skills: Strong attention to detail, exceptional time management, and multi-tasking capabilities.
Work Environment and Physical Requirements
Canvassing: Ability to commit to up to 5 hours of outdoor walking most days per week.
Flexibility: Must be available to work Saturdays and possibly some holidays.
Compensation and Benefits
Salary: Competitive pay of $24.00 per hour with potential for bonuses based on fundraising success.
Benefits Package: Includes healthcare, vision, dental, 401(k) with employer contributions, and Paid Time Off.
Reimbursements: Mileage reimbursements at the IRS Rate for work-related driving.
If you are passionate about making a difference through public media and meet these qualifications, your next career opportunity awaits with us!
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$24 hourly 4d ago
Travel Limited License X-Ray Technologist - $801 per week
GLC On-The-Go 4.4
Los Angeles, CA job
GLC On-The-Go is seeking a travel Radiology Technician for a travel job in Los Angeles, California.
Job Description & Requirements
Specialty: Radiology Technician
Discipline: Allied Health Professional
Duration: 13 weeks
40 hours per week
Shift: 8 hours
Employment Type: Travel
GLC is hiring: Technologist Cardiology - Los Angeles, CA - 13-week contract
GLC - Named Best Nurse Agency 2024-2025
We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals.
About this Assignment
Join the care team in Cardiology where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter.
Assignment Details
Location: Los Angeles, CA
Assignment Length: 13 weeks
Start Date: 02/16/2026
End Date: 05/18/2026
Pay Range: $721 - $801
Minimum Requirements
Active license in Cardiology
1 year full-time Technologist, Cardiology experience within the last 2 years
What you can expect from GLC
Weekly on-time pay with direct deposit
Transparent communication, clear assignment details, and recruiter support from start to finish - or extension
Referral bonus up to $500
Health, dental, and vision insurance
401(k) plan
Completion and signing bonuses may also be available
Ready to move forward?
Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract.
GLC On-The-Go Job ID #489331. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: X-Ray Tech Radiology / Cardiology
About GLC On-The-Go
GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle.
We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S.
Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard.
We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support.
Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality.
With us, it's not just a placement - it's your dream career made possible
$721-801 weekly 2d ago
Head of Generative AI Research
Visa 4.5
Foster City, CA job
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world.
Progress starts with you.
Job Description
Visa Research is seeking an exceptional Head of Generative AI Researchto lead our strategic research initiatives in generative artificial intelligence. This senior leadership role will drive groundbreaking research across GenAI models, agents, reality applications, and privacy-preserving technologies. You will build and lead a world-class team of researchers, establish Visa as a thought leader in GenAI for commerce and payments, and translate cutting-edge research into transformative products and services.
As Head of Generative AI Research, you will shape Visa's GenAI research agenda, collaborate with top academic institutions, publish in premier AI conferences, and work closely with product and engineering teams to deploy GenAI innovations at scale across Visa's global network.
Key Responsibilities
Research Leadership & Strategy
Define and execute Visa's generative AI research strategy across model development, agent systems, reality applications, and privacy technologies
Lead research initiatives in large language models (LLMs), multimodal models, diffusion models, and foundation model development
Drive innovation in GenAI agents for autonomous decision-making, planning, and reasoning in commerce applications
Pioneer research in GenAI reality applications including virtual shopping experiences, digital twins, and immersive commerce
Advance privacy-preserving GenAI techniques including federated learning, differential privacy, and secure multi-party computation
Team Building & Management
Build, mentor, and lead a world-class team of GenAI researchers and scientists
Foster a culture of innovation, collaboration, and academic excellence
Develop talent through mentorship, training, and career development opportunities
Collaborate with recruiting to attract top-tier research talent from academia and industry
Research Execution & Innovation
Conduct original research in generative AI with applications to payments, commerce, risk management, and customer experience
Develop novel GenAI architectures, training methodologies, and evaluation frameworks
Create innovative agent systems for intelligent automation, recommendation, and personalization
Design privacy-preserving GenAI solutions that protect sensitive financial data while enabling powerful AI capabilities
Explore GenAI applications in fraud detection, risk modeling, customer service, and merchant solutions
Academic & Industry Collaboration
Establish and maintain partnerships with leading universities and research institutions
Publish research findings in top-tier AI/ML publications
Present at academic conferences, industry forums, and technical symposia
Serve on program committees and editorial boards for premier AI venues
Contribute to the broader AI research community through open-source projects and collaborations
Product & Business Impact
Translate research breakthroughs into practical solutions for Visa's products and services
Collaborate with product management, engineering, and business teams to identify high-impact research opportunities
Prototype and pilot GenAI solutions for real-world deployment
Provide technical leadership and guidance on GenAI adoption across Visa
Measure and communicate research impact through metrics, demos, and business outcomes
Thought Leadership
Establish Visa as a leader in responsible and innovative GenAI research
Represent Visa Research at industry conferences, media engagements, and public forums
Contribute to AI policy discussions, standards development, and ethical AI frameworks
Publish technical blogs, whitepapers, and research reports
Build Visa's reputation as a destination for world-class GenAI research talent
This is a hybrid position.Expectationofdays intheoffice will be confirmed by your Hiring Manager.
Qualifications
Basic Qualifications
12 or more years of work experience with a Bachelor's Degree or at least 10 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD), or a minimum of 5 years of work experience with a PhD
Preferred Qualifications
15 or more years of experience with a Bachelor's Degree or 12 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD), PhD with 9+ years of experience
10+ years of experience in AI/ML research, with 5+ years in a research leadership role managing researchers and research budgets/resources.
Programming proficiency in Python and deep learning frameworks (PyTorch, TensorFlow, JAX), along with a strong mathematical foundation (statistics, optimization, probability).
Experience with distributed training, GPU optimization, and large-scale ML infrastructure, including proficiency in cloud platforms (AWS, GCP, Azure) and MLOps practices.
Proven track record of impactful research demonstrated by publications in top-tier venues, patents or intellectual property in AI/ML technologies, and contributions to open-source AI projects or frameworks.
Experience in financial services, payments, or e-commerce domains, with knowledge of areas like fraud detection, risk modeling, or recommendation systems.
Experience collaborating with academic institutions and industry research labs, active external engagement, such as speaking engagements at major AI conferences or editorial board membership/conference organizing experience.
Experience with responsible AI, fairness, and AI ethics.
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 258,100.00 to 403,400.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$115k-154k yearly est. 3d ago
Head of Sales, NA - SaaS GTM & Growth Leader
Antler 3.7
San Francisco, CA job
A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises.
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$140k-214k yearly est. 3d ago
CRA Administration Officer
Cathay Bank-Headquarters 4.4
El Monte, CA job
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed.
Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests.
Ensure that all department policies and procedures are updated in a timely manner.
Represent the Bank and CRA team at various community events and bank sponsored events.
Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment.
Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings.
Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings.
Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations.
Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity.
Maintain current information for the Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's degree is preferable in Business, Accounting, or Finance.
Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred.
Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities.
OTHER DETAILS
$33.65 - $48.08 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$33.7-48.1 hourly 5d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA job
A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth.
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$105k-140k yearly 2d ago
Entry Level - Associate Member Relationship Specialist (Part Time Teller 1 - Rancho Cucamonga)
Arrowhead Credit Union 3.6
Rancho Cucamonga, CA job
Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professio Relationship Specialist, Teller, Associate, Part Time, Relationship, Entry Level, Banking, Business Services
$35k-47k yearly est. 2d ago
Emerging Middle Market Commercial Banker VP
Jpmorgan Chase & Co 4.8
San Diego, CA job
A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies.
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$64k-112k yearly est. 2d ago
Customer-Centric AI Deployment Engineer
Truth Systems 4.5
San Francisco, CA job
A technology firm focused on AI safety is seeking a candidate for a mission-driven role that melds engineering with customer empathy. You will be responsible for leading client integrations of trust and safety software, ensuring successful product adoption while also translating client feedback into actionable improvements. This in-person role is based in San Francisco and includes regular travel across the U.S. Competitive salary and equity are offered.
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$103k-144k yearly est. 4d ago
Strategic PM, Payments - Risk & Compliance
Veem 4.5
San Francisco, CA job
A leading financial technology firm based in San Francisco is seeking a Principal Product Manager for Risk & Compliance to drive the vision and roadmap for compliance products. This role requires extensive experience in product management related to risk and compliance within the fintech sector. You will collaborate with various teams to ensure regulatory adherence while innovating customer-friendly solutions. The position offers a competitive salary, equity options, and a flexible working environment.
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$76k-116k yearly est. 4d ago
Public Media Fundraising Canvass Director
Donor Development Strategies 3.7
San Diego, CA job
A nonprofit organization in California is seeking a Nonprofit Canvass Director to lead grassroots fundraising efforts for public media. This pivotal role requires strong leadership skills and a passion for community engagement. The successful candidate will manage a team, train staff, and ensure fundraising targets are met. Competitive pay of $24.00 per hour and comprehensive benefits are offered, including healthcare and 401(k).
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$24 hourly 4d ago
Universal Banker II
First Foundation Inc. 4.6
First Foundation Inc. job in Irvine, CA
reports on-site. Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner.
Duties and Responsibilities:
* Working knowledge and understanding of all bank products and services
* Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)
* Generate new business to assist in meeting the established production and profitability goals of the branch
* Needs-Based Selling: Proactively promotes, cross-sell, and refers products and services as appropriate to meet our client's financial needs
* Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients
* Refer client opportunities to internal and external sales partners to meet client financial needs
* Provide ongoing relationship service with existing clients
* Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism
* Respond to clients' inquiries and requests regarding accounts
* Process routine to complex client transactions - i.e., deposits, transfers, wires, check cashing
* Notary Commission: serve as one of the branch team notaries if applicable
* Regular and consistent attendance is required
* Perform other duties as assigned
Salary Range: The salary range budgeted for this position represents the Company's good-faith minimum and maximum for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
Geographic Location:
* Irvine, CA: $46,200 - $54,600 (Annually)
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience:
* High School Diploma or equivalent required; Associate/Bachelor's degree preferred
* Minimum of 3 to 5 years of financial services experience required
Skills:
* Excellent command of the English language, both written and verbal
* Must be able to effectively communicate with all levels within the organization and out in the community
* Must be able to assess any given situation, make decisions, and bring to a successful resolution
* Must be experienced in the effective use of one or more core banking deposits and new account software
* Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, and PowerPoint, etc.
* General Mathematics and Accounting
Approximate Time Allocation:
25% = Risk Management, Operations, Compliance, Training, Meetings, etc.
75% = Client Service/Sales, Lobby Management
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 this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.