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Fremont Bank jobs

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  • LSD Customer Care Specialist I (Temp)

    Fremont Bank 4.3company rating

    Fremont Bank job in Livermore, CA

    Job Title: LSD Customer Care Specialist I (Temp) Hiring Salary Range: $23.00 - $25.00 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our LSD - Call Center team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Loan Servicing Customer Care Specialist I performs a variety of duties related to all phases of call center operations and loan servicing including, but not limited to taking inbound client telephone calls related to loan and mortgage products, identifying referral opportunities, cross-selling additional products and services, outbound calls, follow up, research and problem solving, email and administrative tasks and attending meetings, trainings and coaching sessions. Role and Responsibilities * Assist clients with their mortgage needs via phone and email, high volume call center * Maintain call volume standards and procedures in a timely manner * Verify loan documents, draft loan transactions and online technical support * Assist clients using automated online payments * Assist in the setup of customers' escrow account payments, update customer profiles * Validating Living Trusts and Power of Attorney documents Minimum Qualifications * High School Diploma or equivalent work-related experience * 1-year previous Call Center/Customer Service Experience (Call Center experience not required but preferred) * 1-year previous banking experience preferred * Professional written and verbal communication skills * Problem solving skills * Ability to work accurately in a fast-paced environment * Maintain flexibility in schedule with business needs, proven excellent attendance * Excellent interpersonal skills and positive attitude * Experience working with a Windows-based computer environment, working knowledge of Microsoft Office * Prefer bilingual candidate (Spanish) * Working knowledge of MSP loan servicing system preferred * Knowledge of Call Center technology desired * Previous mortgage servicing or origination experience with a financial institution preferred * Working knowledge of MSP loan servicing system * Knowledge of Call Center technology * Mortgage servicing or origination experience with a financial institution * Flexible weekend and holidays work schedule required What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $23.00 - $25.00 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $23-25 hourly 45d ago
  • Vendor Management Administrator

    Fremont Bank 4.3company rating

    Fremont Bank job in Livermore, CA

    Job Title: Vendor Management Administrator Hiring Salary Range: $28.85 - $38.45 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Legal Compliance team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Vendor Management Administrator (VMA) is responsible for managing the onboarding process of new vendor products/services assigned to them by the Vendor Program Manager that includes, but is not limited to: a) determining the inherent risk of a vendor product/service, b) identifying the associated controls, (c) facilitating the risk assessment of the controls, and d) applying the risk results of the controls to determine the product/service residual risk. In addition, the VMA will review existing vendor product/service risk assigned to them by the Vendor Program Manager periodically based on the degree of inherent risk. The position will provide vendor oversight, including periodic risk reviews for evaluating vendor compliancy of products and services relative to their contractual obligation, providing advanced notice of contract expiration to the business unit, reviewing findings with business unit, obtaining risk acceptance and sign off by the appropriate levels of authority according to the degree of risk for both compliant and non-compliant vendors and business units. The VMA will understand regulatory guidelines for third party risk management and the bank's policy on third party risk management and apply them in the course of their work. Role and Responsibilities The VMA, in collaboration with the Vendor Program Manager, manages the day-to-day duties associated with the vendor management process. This includes but is not limited to: * Collaborate with multiple vendors and business units to obtain due diligence documents and facilitate / coordinate the risk review process with the bank's subject matter experts. * Identify critical issues and escalate to the Vendor Program Manager. * Provide technical and end-user support and training for the bank's vendor management program. * Manage the alerts and notifications sent to the Vendor Management mailbox and following up on reminders for outstanding items, tracking them to completion in the vendor management software. Qualifications and Skills * 1+ years' experience in third party risk management * 1+ years' experience reviewing contracts, understanding contract components, and identifying key terms. * 1+ years working experience in Vendor Management preferred * Knowledge of related IT controls and auditing practices * Excellent interpersonal skills, including teamwork, facilitation, and negotiation * Solid analytical and problem-solving skills combined with the ability to think globally * Advanced proficiency in Microsoft Excel, Word, Outlook, and PowerPoint. * Excellent leadership skills with the ability to develop and foster partnerships Physical Requirements * Will be completing repetitive tasks, including typing and numerical entries, and using a computer for extended periods of time. * Must be able to lift 25 pounds at times. What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $28.85 - $38.45 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $28.9-38.5 hourly 27d ago
  • Private Wealth Client Relationship Manager

    Bank of America Corporation 4.7company rating

    San Francisco, CA job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Position Overview: There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment around the Optimal Practice Model and the Client Experience Standard are critical. The candidate would be actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition. The Private Wealth Market Client Relationship Manager (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Private Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad Industry Knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Key Qualifications for the role: * Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses * Series 3, 31 licenses, if warranted * Minimum 5+ years professional experience required * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Skills: * Bachelor's degree or equivalent work experience Additional Details: Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and coordination of clients to Merrill Private Wealth Management, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing workflows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute, and address client needs to ensure overall service satisfaction, retention, and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40
    $58k-96k yearly est. 60d+ ago
  • Commercial Closing Specialist, Vylla

    Carrington Mortgage 4.5company rating

    Remote or Coraopolis, PA job

    Come join our amazing team and work from home! The Commercial Closing Specialist will be responsible for completing closing tasks of a property from contract to sale. Also responsible for all communication between parties, compiling fees, ensuring seller documentation is signed and completed per underwriter instructions, as well as all title and lender clearance items to insure of a timely sale and funding of the real estate owned (“REO”) property and/or refinance transactions. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay for this position is $34.00 - $40.00 an hour plus monthly incentive. Pay is based on job-related knowledge, skills, experience, and other relevant factors. What you'll do: • Manage assigned commercial pipeline orders to order searches, issue the title commitment, manage the clearance process, prepare closing statements, and other matters to assure an efficient process is executed and closings are completed in a timely manner. • Work with Management to assure clients and their representatives are quickly responded to and treated with the utmost professionalism. • Comply with relevant regulatory practices surrounding the title and settlement business. • Train personnel as necessary as assigned by management to support the business objectives. What you'll need: • High school diploma or equivalent work experience. Bachelor's degree preferred • State title / escrow licenses preferred • Two (2) to five (5) years' of title, settlement services or mortgage experience. • Refinance closing experience preferred. Our Company: Vylla Title, LLC is part of The Carrington Companies. We are a full service title agent committed to providing the highest level of service. Our national footprint and full-service model offer a truly progressive approach to managing transactions and creating extraordinary experiences every step of the way. We offer a broad array of services for residential and commercial transactions, with years of expertise to serve many unique client needs. We love what we do and offer an exceptional place to work where you can be part of a strong team. That's why we say we're not just a team, but a “Vyllage.” Accelerate your career and join our Vyllage today! To read more visit: ******************* What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. #Carrington #LI-GV1
    $34-40 hourly Auto-Apply 13d ago
  • Senior Lead Commercial Banking Business Development Representative

    Wells Fargo 4.6company rating

    Irvine, CA job

    About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Business Development Representative for clients with annual revenue of $100MM to $2B supporting the Orange County market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity * Review and analyze complex, multi-faceted or larger scale prospects' needs and Wells Fargo's offerings, considering profitability and risk to Commercial Banking * Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives * Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve prospects' issues while achieving Wells Fargo's business objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues * Identify and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships * Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect * Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects Required Qualifications: * 7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management * Completion of formal credit training program * Commercial banking account relationship management experience for clients with annual revenue of $100MM to $2B * Demonstrated experience working collaboratively to deliver the organization to clients and prospects * Demonstrated experience generating new client relationships, building and retaining long-term client relationships * Experience identifying and mitigating risk, ensuring compliance with processes and procedures * Excellent verbal, written, and interpersonal communication skills Job Expectations: * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Travel: Ability to travel #commercialbanking Location: * 2030 Main Street, Irvine, CA 29614 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $191,000.00 - $305,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $81k-116k yearly est. 21d ago
  • Retail Document Specialist II

    Carrington Mortgage 4.5company rating

    Remote or Anaheim, CA job

    Come join our amazing team and work remote from home! The Retail Document Specialist II is responsible for drawing documents for FHA/VA/USDA and conventional loan products using various document companies and systems for both wet and dry states. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. WHAT YOU'LL DO: Reviews/prepares closing documents for compliance with RESPA/GFE regulations and company policies and procedures. Reviews title policy, appraisal and escrow instructions for correct property address, vesting and legal description Verifies lock and approval information for all loan programs and investors Identifies and resolves discrepancies between the file documents and loan origination system Draws and prepares all loan documents and ensures completeness of file Performs High Cost Test per guidelines. Correspond with title/escrow companies, and internal office staff Maintains highly confidential information concerning loan applicants Assists Operations staff with general support as necessary. Performs other duties as assigned. WHAT YOU'LL NEED: Ability to accurately draw loan documents for Conventional, FHA ,VA and USDA loan programs for wet and dry states Ability to work accurately and efficiently in a fast paced environment Knowledge of and ability to effectively apply current RESPA/GFE regulations Strong organizational skills and ability to work on several tasks simultaneously Strong customer service skills Knowledge of office machines such as computer, copiers, scanners Knowledge of Microsoft suite of products (word, excel, etc.) High School diploma or its equivalent required Previous experience drawing loan documents for Conventional, FHA VA and USDA loan programs for wet and dry states required Automated underwriting system experience preferred Experience working in a paperless environment preferred Our Company: Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. Notice to all applicants: Carrington does not do interviews or make offers via text or chat.
    $36k-47k yearly est. Auto-Apply 27d ago
  • Credit Solutions Advisor - San Juan Capistrano

    Bank of America Corporation 4.7company rating

    San Juan Capistrano, CA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities:• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities * Presents potential home Required Qualifications: * Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: * Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year * Knowledge of credit and home lending requirements * Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. * Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. * Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. * Strong written and verbal communications skills. * Ability to handle ambiguity and adapt to changing circumstances. * Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. * Can be flexible to work weekends and/or extended hours as needed. * A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. * Ability to learn and understand technology. * Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. Desired Qualifications: * Experience working in a financial center where goals were met or exceeded. * Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. * Knowledge of banking products and services. * Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. * Experience in a loan origination role in a retail environment and knowledge of * Mortgage Products (Conventional, Jumbo and HELOC, Government) * Structuring, Processing, underwriting and closing procedures * Federal regulations governing real estate lending * FHA and HUD guidelines * Other Lending Products (Credit Card, Vehicle Loans) * Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $98k-146k yearly est. 6d ago
  • SVP, Technology Innovation & Solutions Delivery

    Fremont Bank 4.3company rating

    Fremont Bank job in Livermore, CA

    Job Title: SVP, Business Technology Innovation & Solutions Delivery Hiring Salary Range: $190,000 - $260,000 annually Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Digital Technology Security Group team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview SVP, Business Technology and Solutions is a strategic leadership role responsible for overseeing the successful delivery of enterprise-wide technology initiatives, solutions, and services. This role will lead cross-functional teams to ensure alignment between business objectives and technology execution, driving innovation, operational excellence, and customer satisfaction. The Business Technology Innovation & Solutions Delivery leader acts as a crucial link between the business (e.g., lending departments, wealth management, operations) and digital technology. S/he is responsible for ensuring that the bank's technological solutions effectively enable the strategic objectives of the business and aligned to bank and business unit's performance indicators. This role requires technical expertise, business acumen, and strong communication skills to ideate, plan and deliver new technologies such as Artificial Intelligence, complex software / vendor projects, and foster a culture of innovation to enhance client experiences and enable the delivery of excellent financial services in a dynamic and competitive environment. This role will report to Executive Vice President, Chief Digital & Technology Officer, as a critical business technology thought leader for the organization. Roles & Responsibilities * Strategic Leadership o Define and execute the delivery strategy for business technology solutions aligned with corporate goals. o Partner with executive leadership to identify technology opportunities that drive business value. o Lead transformation initiatives across digital platforms, enterprise systems, and customer-facing technologies. o A deep understanding of banking products, services, and operations, including financial analysis and risk management. * Technical Leadership o Uses deep understanding of digital and technology - software architecture, engineering practices, and cloud environments to guide technical teams and make informed decisions. o Understands emerging trends and technologies, to solve customer pain points and achieve business objectives. o Leading the discovery process of new technologies for the bank, overseeing timelines, budgets, and resources, and ensuring projects meet the specified requirements and objectives. o Understands emerging trends and technologies, to solve customer pain points and achieve business objectives. o Analyze data, identify challenges, and develop innovative technology solutions to meet the need. * Stakeholder Engagement o Works with product owners, designers, and business stakeholders to align on strategies and ensure successful, client-focused delivery in top-notch experiences. o Ensure stakeholder alignment and satisfaction throughout the delivery lifecycle. * Risk and Compliance o Ensuring that technology solutions comply with regulatory standards and the bank's internal policies. This includes identifying and mitigating risks associated with technology use. * Operational Excellence & Continuous Improvement o Identifying opportunities to optimize existing systems, improve processes, and leverage emerging technologies like AI to enhance banking operations o Optimize resource allocation, vendor management, and budget adherence. o Monitor KPIs and implement corrective actions to ensure delivery success. * Lead and manage a team of Business Technology Innovation professionals aligned to business units, driving shared outcomes and measurable results. * Serve as a strategic partner to identify opportunities to apply technology for business growth, operational efficiency, and stellar client experiences. * Oversee the end-to-end delivery of digital technology solutions and innovation initiatives across the financial enterprise, ensuring alignment with strategic goals and a focus on client-centric outcomes. * Own the evaluation and direction of cost-effective business technology solutions that meet evolving business needs and requirements. * Act as the primary liaison for business demand management, technology investment oversight, client feedback integration, and relationship management across the technology organization. * Guide efforts to support process improvement initiatives that enable product strategy execution and drive revenue growth or cost optimization. * Direct the analysis and transformation of client requirements into actionable functional and non-functional specifications to support solution delivery. Qualifications and Education Requirements * Bachelor's degree in Business, Computer Science, or related technical field; MBA or advanced degree preferred * 15+ years of experience in managing digital technologies with proven results-driven efficiencies. * Proven track record of delivering large-scale enterprise technology initiatives. * Strong understanding of business operations, digital transformation, and emerging technologies. * Exceptional leadership, communication, and stakeholder management skills. * Experience in Agile, Waterfall, and hybrid delivery models. * Experience with vendor assessment, management, and negotiation What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $190,000 to 260,000 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $190k-260k yearly 53d ago
  • Title Foreclosure Specialist, Vylla

    Carrington Mortgage 4.5company rating

    Remote or Plano, TX job

    Come join our amazing team and work remote from home! The Title Foreclosure Specialist will be responsible for taking foreclosure abstract orders from the lender and preparing an abstractor report using partners. Preform a quality control on all files before sending to foreclosure attorney and lender. Update files as requested and also perform searches. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $23.00-$25.00 an hour. What you'll do: Monitor assigned foreclosure e-mail box. Order requested foreclosure abstracts from stated company partner(s) and update per attorney request. Perform quality control evaluation once foreclosure abstract is received and before completed product is sent to client. Determine if a file is acceptable. Monitor vendor turnaround times for counseling and process improvements. Perform other duties as assigned. What you'll need: High School diploma or equivalent work experience Two (2) to five (5) years' title, settlement services or mortgage experience Our Company: Vylla Title, LLC is part of The Carrington Companies. We are a full service title agent committed to providing the highest level of service. Our national footprint and full-service model offer a truly progressive approach to managing transactions and creating extraordinary experiences every step of the way. We offer a broad array of services for residential and commercial transactions, with years of expertise to serve many unique client needs. We love what we do and offer an exceptional place to work where you can be part of a strong team. That's why we say we're not just a team, but a “Vyllage.” Accelerate your career and join our Vyllage today! To read more visit: ******************* What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. #Carrington #LI-GV1
    $23-25 hourly Auto-Apply 47d ago
  • Exception Item Processor

    Fremont Bank 4.3company rating

    Fremont Bank job in Livermore, CA

    Job Title: Exception Item Processor Hiring Salary Range: $23.10 to $30.55 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Account Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The position of Exception Item Processor is established to perform daily duties related to Retail Banking Exception Items and Account Services related transactions. The Exception Item Processor is responsible for reviewing and handling in-clearings, Collection Items, Fed Files, Chargebacks, in-clearing Fraud Check Verification, Verification of Deposits, Foreign Currency Orders, Fee Refunds and other duties as assigned. Role and Responsibilities * Process exception reports, including NSF and Non-Post, making decisions based on known criteria to pay or return items * Receive and verify in-clearings work from FED, verifying file totals match to process totals * Research and resolve account discrepancies, responding to branch and staff inquiries via telephone or email * Research, process and balance RDI's, making decisions to charge back or re-clear items. * Notify the Bank of first deposit of large dollar items being returned and handle incoming notifications utilizing the Notification software * Knowledge of regulations and policies to comply with specific processing guidelines * Safe Deposit Box transaction maintenance and emails * Process Block Entry transactions * Produce daily and monthly reports and ensure GL accounts are balanced * A team player who works well with others to accomplish department goals * Exceptional organization skills and attention to detail * Ability to work independently or as part of a team, problem-solve and utilize resources * Serves as a back-up for other various desks in Account Services Minimum Qualifications * 2-3 years of banking experience or equivalent * Knowledge of Accounting and/or Bookkeeping procedures * Proficiency in Microsoft Word, Excel and Outlook * Strong organizational and communication skills and the ability to set priorities; multi-tasker * Knowledge of Bank Software programs including Director and Navigator * Possesses good verbal, handwritten and e-mail communication skills * High School Diploma What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $23.10 to $30.55 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $23.1-30.6 hourly 23d ago
  • Senior Fraud Investigative Analyst

    Fremont Bank 4.3company rating

    Fremont Bank job in Livermore, CA

    Job Title: Sr. Fraud Investigative Analyst Hiring Salary Range: $78,000.00 to $99,500.00 annually Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our EFT Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Sr. Fraud Investigative Analyst conducts meticulous investigation of various potentially fraudulent transactions and develops rules to assist with early fraud detection and prevention. The Sr. Fraud Investigative Analyst is responsible for evaluating the circumstances of suspected or confirmed fraud cases and handling them according to established procedures. Develops procedures to enhance fraud detection efforts; assists in calibration of fraud detection software and training of other investigative analysts. Role and Responsibilities * Conduct ongoing analysis of existing fraud alerts related to deposit accounts. (Wires, ACH, Checks, Online Account Takeovers, New Accounts and claims: Reg E and Check, etc.) * Works with Vendor and recommends enhancements to improve fraud detection and reduce false positives * Analyzes and makes recommendations to implement new alerts * Contact clients via phone and/or email to validate transaction activity * Performs transactional and activity-based fraud analysis utilizing various tools and reports to identify potential fraudulent activities on deposit accounts * Draft assessment summaries and other written investigative/intelligence products to support decisions and recommendations * Assist business partners in identifying control deficiencies that resulted in a loss or exposure identified during an investigation * Develop procedures and provide training for new team members * Escalate cases for further investigation and potential recovery to Security * Reviews high risk transactions for potentially fraudulent activity * Manage Reg E Dispute Intake and maintain accurate records in Centrix Dispute Tracking System. * Execute chargeback process and ensure adherence to charge rights * Apply Reg E rules and issue Provisional Credit when appropriate * Prepare and send communication letters to clients regarding disputes * Submit transaction block rules and merchant block rules to prevent fraudulent activity * Analyze fraud patterns using Patterns * Complete other duties as assigned. Required Skills * Working knowledge of research methodology of fraud and financial crime activities * Knowledge of fraud detection, prevention, authentication strategies and techniques * Detailed oriented and the ability to work independently * Strong interpersonal, analytical and problem-solving skills * Experience working in a fast-paced production-based environment and managing an assigned work queue * Ability to effectively communicate with clients to resolve risk and fraud issues * Solid knowledge of state and federal bank compliance procedures and card brand operating guidelines as they relate to fraud investigation and analyses * Ability to interpret complex documents such as federal regulations and operating guidelines * Ability to write procedure updates or implement new procedures * Proficient with Microsoft Word, Excel, PowerPoint, Outlook and Internet Explorer * Excellent communicator with strong written and verbal communication skills * Willingness to be flexible Preferred Skills * Knowledge of Verafin, Fiserv banking software, MasterCard connect and DTS * Knowledge of the Check clearing and adjustment rules * Knowledge of NACHA Rules and Regulations * Knowledge of Wire related regulations and guidelines * Knowledge of MasterCard rules and regulations Qualifications and Education Requirements * 4 years of risk management/fraud experience in financial industry or * 4-year degree and 3 years of related banking experience What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $78,000.00 to $99,500.00 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $78k-99.5k yearly 17d ago
  • Trust Officer/Sr. Trust Officer

    Fremont Bancorporation 4.3company rating

    Remote Fremont Bancorporation job

    Job Title: Trust Officer/Sr. Trust Officer Hiring Salary Range: $125,000 - $155,000 annually Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Trust Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: A people-first culture grounded in inclusion and excellence Deep community involvement and local reinvestment A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service No-Compromise Approach - we help clients get to "yes" Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview Under the supervision of the Vice President of Trust Services, the Trust Officer/Sr. Trust Officer administers personal trust accounts, agency accounts, large estate settlements and more. Accounts may contain diverse assets including real estate, closely held stock and partnerships. Role and Responsibilities Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business. Complete all necessary regulatory reporting regarding Trust accounts including but not limited to Reg. 9 Compliance Services monitoring. Understand the nuances of the discretionary review process and participate in such evaluations. Monitor trust operations and accounting activities to ensure that all necessary reports, documents, etc. are processed to facilitate client services Maintain documentation of services, procedures, and ongoing written communications with client as appropriate in managing daily activity Ensure accurate set up and review of fees Develop a clear understanding of client needs behind service requests and communicate with service partners May directly manage and/or supervise the work of Trust Officers and/or Trust Administration Associates. Serve as a resource for other areas of the Bank with regard to Trust & Fiduciary issues as they may arise. Collaborate with private bankers, retail associates & commercial lenders to deepen existing client relationships and identify new opportunities. Contribute to the fostering of a strong team-oriented positive culture; provide expertise and skill development support to other members of the team. Identify and escalate opportunities for process improvement. Generate new business for Trust Services. Generate new trust and estate relationships, attend estate planning council meetings and various bank client events Minimum Qualifications Minimum of 7 years in trust industry BS/BA degree from accredited college or university CTFA or CFP designation preferred Broad knowledge of and experience in trust administration, investments, real estate, fiduciary tax and trust law Computer literate Demonstrates cross-selling skills Strong verbal, written and interpersonal skills Flexible to travel different branches in the bay area and work remotely What Makes Fremont Bank Associates Thrive? Team Players who go above and beyond to support their colleagues Action-Oriented professionals who challenge the status quo and seek improvement Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness Medical, dental, and vision insurance Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement Employee Stock Ownership Plan (ESOP) 401(k) with employer match Performance-based bonuses or incentives Work-Life & Perks Paid holidays, vacation, sick time, and parental leave Free personal checking and savings accounts Home loan rate discounts Tuition reimbursement and professional development resources On-site gym and discounted health club memberships Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $125,000 - $155,000 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $31k-51k yearly est. 60d+ ago
  • 30 Hour - Senior Teller

    Fremont Bank 4.3company rating

    Fremont Bank job in Fremont, CA

    Title: Senior Teller Hiring salary range: $21.88 - $27.26 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Retail Banking team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview This is a 30 hour per week position. Under the direction of branch management, the Senior Teller will perform a variety of duties related to all phases of cash handling, customer service, product knowledge, sales and telemarketing. The Senior Teller will ensure client satisfaction by practicing, following, and implementing Fremont Bank's customer service standards. Role and Responsibilities * Sell and/or refer Fremont Bank products and services to current and prospective clients * Ensure client satisfaction by practicing, following, and implementing Fremont Bank service standards * Explain bank policies and procedures * Explain, promote, sell and or refer Fremont Bank products and services to current and prospective clients * Meet assigned monthly sales and referral goals * Conduct telemarketing and follow-up sales duties when assigned by management * Understand and be able to accurately communicate deposit products * Follow bank policies and procedures as directed by management * Reconcile cash and all other transactions each day * Responsible for compliance with applicable Federal Regulations * Accountable for performing all operational duties with accuracy, attention to detail and proper cash handing habits * Stay informed of job related issues, bank promotions, changes in products, services, policies or procedures; actively participate in industry related seminars and training classes * Accountable for staying current on business-related activities in other areas of the Bank * Maintain a flexible schedule * Perform other duties and projects as assigned Minimum Qualifications * Minimum of 1 year of banking experience * Previous cash handling experience * Sales and customer service experience in a customer facing environment * Willingness to performing telemarketing duties as assigned * Excellent verbal and written communication skills * A professional appearance is required * Experience working in a Windows-based computer environment, working knowledge of Microsoft Office * High School Diploma or GED required * Some college is preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $21.88 - $27.26 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $21.9-27.3 hourly 7d ago
  • EFT Specialist III

    Fremont Bank 4.3company rating

    Fremont Bank job in Livermore, CA

    Job Title: EFT Specialist III Hiring Salary Range: $28.50 - $36.50 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Operations Admin team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The EFT Specialist III is a senior-level role responsible for overseeing and executing complex tasks related to the processing, reconciliation, and oversight of electronic funds transfer operations. This position serves as a lead subject matter expert for ACH, wire transfers, and plays a key role in quality assurance, compliance, risk mitigation, and cross-departmental initiatives. Specialist III also assists in mentoring junior staff and driving process improvements. Role and Responsibilities * Assist in overseeing the accurate and timely processing of high-volume ACH and wire transactions, ensuring full compliance with NACHA, UCC, and internal policies. * Act as a primary escalation point for complex or high-risk EFT issues, including exception processing and fraud investigations. * Ability to perform all desk functions of the EFT Specialist position * Perform advanced research and resolution of disputes, adjustments, and regulatory claims across all EFT channels. * Lead reconciliation efforts for EFT-related general ledger accounts and ensure discrepancies are resolved timely. * Gather Collaborate with internal audit, compliance, and risk teams to ensure adherence to internal controls and regulatory requirements. * Identify opportunities to enhance workflow efficiency and participate in system upgrades or automation efforts. * Serve as a mentor and technical resource for EFT Specialists; provide training and procedural guidance. * Develop, update, and maintain operational documentation, SOPs, and training materials. * Communicate with vendors and open cases to troubleshoot issues when appropriate. * Participate in vendor management tasks, system testing, and implementation of new EFT products or services. * Perform Quality Control on various processes as needed. * Monitor and report on EFT processing metrics, service-level standards, and operational performance indicators. Qualifications and Education Requirements * High school diploma or equivalent required; associate or bachelor's degree in finance, business, accounting, or related field preferred. * Minimum 4-5 years of EFT or banking operations experience, including ACH, wire, and card-based transaction processing. * Expert-level understanding of NACHA operating rules, Regulation E, UCC, OFAC, Faster Payments and related compliance standards. (Accredited ACH Professional (AAP) and/or Faster Payments Professional (FPP) preferred but not required). * Demonstrated experience with EFT and core banking. * Strong analytical, problem-solving, and reconciliation skills. * Proven ability to handle sensitive and complex financial data with confidentiality and accuracy. * Excellent communication and leadership skills; ability to provide guidance and build team knowledge. * High attention to detail and ability to prioritize effectively in a deadline-driven environment. What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $28.50 - $36.50 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $28.5-36.5 hourly 45d ago
  • Global Investment Banking Summer Associate Program - 2026

    Bank of America Corporation 4.7company rating

    Los Angeles, CA job

    We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer associates help orchestrate capital raising and strategic advisory transactions. Our Summer Associate program is designed to offer you a broad and exciting experience of work as a full time Investment Banking associate. During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout. As a summer associate, your key tasks and responsibilities may include but are not limited to: * Developing and maintaining complex financial models * Performing various financial analyses, including valuations and merger consequences * Conducting comprehensive and in-depth company and industry research * Preparation of presentation and other materials for clients * Participation in due diligence sessions, communications and interaction with deal team members * Management of several projects at once and work effectively as an individual and as part of a team Qualifications * Candidates are required to be pursuing an MBA degree from an accredited university with a graduation time frame between November 2026 and August 2027 * Must have a track record of superior performance in extracurricular and professional activities * Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the investment banking industry * Minimum of 2 years of work experience post undergraduate degree Bank of America does not complete third party forms from colleges, universities, or other parties.
    $92k-137k yearly est. 60d+ ago
  • SBA Commercial Business Development Officer

    Fremont Bank 4.3company rating

    Fremont Bank job in Livermore, CA

    Title: SBA Commercial Business Development Officer Hiring salary range: $108,700.00 - $130,000.00 annual Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for 2025 and for the past fifteen consecutive years, Fremont Bank has an immediate opening for a SBA Commercial Business Development Officer in Livermore, CA. Position Overview The SBA Commercial Business Development Officer (BDO) is responsible for generating new SBA 7a loans and client relationships. This role focuses on business development activities, including prospecting, client acquisition, external networking, and uncovering sales opportunities across lending, deposit, and treasury management services. The SBA BDO will be the main point of contact for on-going servicing support and account maintenance as needed. Role and Responsibilities * Proactively source and develop new SBA 7a loans in the Bank's Northern California footprint and elsewhere in California with SBA Executive approval. * Collect complete application from the prospective client, determine SBA eligibility, structure loan, prescreen credit and identify all available collateral. * SBA 7a loans are intended for sale and should be structured to maximize premium to the extent possible * Develop new commercial relationships within Fremont Bank footprint. * Consistently meet or exceed commercial lending and depository growth goals * Identify client needs and provide consultative financial solutions across a wide range of bank products, including Wealth Management, Residential, and Treasury Management * Collaborate with Relationship Managers to transition new clients into long-term managed relationships * Represent Fremont Bank at community and industry events to develop brand presence and lead opportunities * Maintain accurate records of pipeline activity using CRM tools; coordinate closely with internal partners to ensure smooth client experience * Act as an ambassador for Fremont Bank's values and service model in the marketplace * Make recommendations to the appropriate lending authority based on client needs and credit analysis * Negotiate loan terms and conditions to structure mutually beneficial agreements * Attend commercial lending department sales meetings and contribute to team initiatives * Assist clients with banking transactions by coordinating with relevant internal departments * Serve as a liaison between clients and internal teams to ensure seamless service delivery Minimum Qualifications * Bachelor's degree in business, finance, or a related field * 5+ years of experience in SBA and/or commercial banking business development * Proven ability to build relationships and generate new business * Strong sales, negotiation, and networking skills * Proficient knowledge of SBA Program Requirements and loan structuring * Working knowledge of commercial credit, deposits, and treasury solutions * Excellent communication and presentation skills * Proficient in Microsoft Office and CRM systems
    $108.7k-130k yearly 60d+ ago
  • Commercial Loan Processor I - SBA

    Fremont Bank 4.3company rating

    Fremont Bank job in Livermore, CA

    Job Title: Commercial Loan Processor I - SBA Hiring Salary Range: $25.95 - $33.65 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our SBA Loans team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Commercial Loan Processor I - SBA supports the SBA loan production by gathering the documentation and information needed for Fremont Bank to make sound lending decisions and to close and fund SBA 7a loans. This role assists in both underwriting and closing of SBA 7(a) loans and requires direct communication with SBA clients. Ideal candidates are positive, motivated team players who can work independently and collaboratively within a high-performing team. Strong attention to detail and excellent written and verbal communication skills are essential. The role also demands compliance with SBA program requirements and a willingness to learn. As a key contributor to the SBA Lending channel, the SBA Loan Processor helps ensure timely, accurate loan delivery while providing 'Six Diamond' service to both internal and external customers.. Role and Responsibilities Loan Documentation & Processing * Order reports and documents required to evaluate credit worthiness and SBA compliance * Close Small SBA loans as assigned working with document prep and funding team * Review of loan documents for Small Loans and Servicing Actions * Submit ETRAN for new loan applications and pre-score * Processing Loan Modifications and Servicing Actions * Responsible and accountable for SBA loan documentation compliance * Processing Loan Modifications and Servicing Actions o Assist Portfolio Manager in collecting and uploading financial statements o Pulling reports as needed for annual reviews and servicing actions * Make updates to ETRAN when required * Assist in reviewing and processing construction and other loan disbursement requests * Input loan data into internal systems and maintain accurate records throughout the loan lifecycle. * Assist in reviewing and processing construction and other loan disbursement requests Compliance & Quality Assurance * Ensure all Small loan files meet SBA and bank regulatory standards prior to submission and closing. * Monitor post-close loan conditions and follow up on outstanding items to ensure timely resolution. Client & Team Support * Provide exceptional service to internal stakeholders and external clients, maintaining a high level of professionalism and responsiveness. * Communicate loan status updates to clients and team members throughout the process. * Achieving departmental goals for loan volume, accuracy, and service excellence. Operational Efficiency * Identify opportunities to streamline loan processing workflows and improve turnaround times. Training & Development * Participate in ongoing training to stay current with SBA program changes, lending regulations, and internal procedures. * Collaborate with senior processors and management to develop skills and advance within the department. Minimum Qualifications * Associate Degree in Business/Finance or equivalent related experience * A minimum of one plus years of previous banking, loan processing/closing experience * Experience in processing SBA 7a and/or commercial loans (CRE, C&I, Construction) preferred * Experience in nCino or similar loan origination systems is preferred * Must possess excellent organizational, communication, writing, and customer service skills * Ability to handle multiple projects and assignments while delivering a quality work product * Proficient in Microsoft Suites * Basic knowledge of tax returns and various types of financial statements preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $25.95 - $33.65 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $26-33.7 hourly 7d ago
  • Universal Banker

    Fremont Bank 4.3company rating

    Fremont Bank job in Pleasanton, CA

    Title: Universal Banker Hiring salary range: $23.56 - $33.65 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Retail Banking team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Universal Banker delivers world class service in accordance with Fremont Bank standards at every client interaction. The Universal Banker will sell or refer retail consumer and business products and services to prospective and existing clients, and develops and maintains internal partner relationships to maximize cross-sell. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. Based on branch needs, this position will spend a portion of time handling cash transactions. Role and Responsibilities * Explain bank policies and procedures * Explain, promote, sell and/or refer Fremont Bank products and services to current and prospective clients * Meet assigned monthly/quarterly sales and referral goals * Conduct telemarketing and follow-up sales duties when assigned by management * Understand and be able to accurately communicate deposit products * Follow bank policies and procedures as directed by management * Reconcile cash and all other transactions each day * Responsible for compliance with applicable Federal Regulations * Accountable for performing all operational duties with accuracy, attention to detail and proper cash handing habits * Stay informed of job related issues, bank promotions, changes in products, services, policies or procedures; actively participate in industry related seminars and training classes * Accountable for staying current on business-related activities in other areas of the Bank Minimum Qualifications * Minimum of 2 years of sales and customer service experience in a customer facing environment, with a track record of success in offering banking products * Minimum 1 year of cash handling experience * Willingness to perform telemarketing duties as assigned * Must be knowledgeable in all areas of branch operations and security * A full understanding of regulatory compliance issues is required * Must possess excellent verbal and written communication skills * A professional appearance is a must * High school diploma or GED required; College degree preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $23.56 - $33.65 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $23.6-33.7 hourly 31d ago
  • Wealth Management Specialist

    Bank of America 4.7company rating

    Los Angeles, CA job

    Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the team's practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role is designed to allow employees to study and obtain all required registrations. The **Elite Growth Practice (EGP)** **Private Wealth Relationship Manager** position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. **Relationship Managers** further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. **Role Responsibilities** + Identify and own the client onboarding process + Document client interactions and provide team with time sensitive updates + Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy + Engage specialists/partners to address client's needs + Identify and own the client off boarding process + Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service + Monitor and report on client satisfaction and manage the resolution of client escalations **Role Requirements** + Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration + Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC") + Obtain and/or maintain at least one firm approved designation + Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority + Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once + Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and support sound decisions + Ability to research escalated client issues for response/resolution **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $59k-81k yearly est. 32d ago
  • Senior Coordinator - Change Implementation, Activation IC

    Wells Fargo 4.6company rating

    El Monte, CA job

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo's Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world. About this role: Wells Fargo is seeking a Change Implementation Coordinator - Activation IC to join the Global Payments & Liquidity (GPL) line of business. In this role, you will: * Support change implementation by identifying ways to improve workflow and offer recommendations and support for the team * Ensure customer implementation data is accurately captured and recorded, and systems are correctly installed * Perform complex administrative, and operational support tasks * Provide maintenance support for project teams and assist in determining implementation strategy * Receive direction from manager and escalate non-routine questions * Interact with peers, management, and technology on implementation of strategy, methods, and plans for initiatives that impact workflow Required Qualifications: * 4+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 1+ years of Treasury Management experience in Service and/or Implementation * Ability to handle a fast-paced, ever-changing environment * Strong verbal and written communication skills * Excellent attention to detail * Demonstrate effective time management and organizational skills * Effectively support heavy workloads Job Expectations: * This position is not eligible for Visa sponsorship * This position is a hybrid work model. Must be willing to work out of the Chandler, AZ, Salt Lake City, UT, Minneapolis, MN, Irving, TX, Charlotte, NC, or El Monte, CA office approximately 3 days a week * Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Hourly Pay Range: * Chandler, AZ: $25.48 - $37.98 * Salt Lake City, UT: $25.48 - $37.98 * Irving, TX: $25.48 - $37.98 * Charlotte, NC: $25.48 - $37.98 * Minneapolis, MN: $27.88 - $41.83 * El Monte, CA: $30.77 - $45.67 * This position is not eligible for Visa sponsorship * This position is a hybrid work model. Must be willing to work out of Strategic Sites * Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $25.48 - $45.67 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 11 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $57k-80k yearly est. 6d ago

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Fremont Bank may also be known as or be related to FREMONT BANCORPORATION, Fremont Bancorporation and Fremont Bank.