Heritage Bank of Commerce jobs - 42 jobs

The Client Services Utility Banker I provides coverage in specified region(s) including but not limited to teller and new accounts representative. The Client Services Utility Banker I is responsible for servicing customers with depository transactions, opening and maintaining accounts, and supporting sales staff as required. Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $20.51/hr Max- $34.18/hr Primary Responsibilities: * Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by email, and the phone: * Interact and establish rapport with all clients that conduct business in the branch * Display outstanding interpersonal skills and maintain a professional image at all times * Maintain a working knowledge of banking operations as it applies to the position: * Follow proper procedures to mitigate risk to the bank * Follow bank policies and banking regulations * Conduct daily review of specified reports as required * Complete operations work accurately and efficiently * Provide utility coverage in specified region(s): * Perform and complete in a timely manner any projects assigned by the Regional Operations Manager * Support branches within specified region(s) with all aspects of daily operations as needed * Conduct new account openings accurately and efficiently: * Possess a high level of knowledge and understanding of all Bank products and service fees in order to meet client needs and/or refer them to the appropriate department * Build and maintain partnership with relationship management team and internal departments * Possess a high level understanding of account ownerships and the supporting documentation required by regulatory and bank procedures * Accurately input account information in the applicable computer programs as part of the new account process * Conduct teller transactions accurately and efficiently: * Manage assigned cash drawer within Bank policy and procedures * Assist supervisor with training new team members if needed * Perform all other duties and special projects as assigned Qualifications: * High school diploma or general education degree (GED) * Minimum of one year of banking experience * Cash handling, customer service, and new account experience preferred * Knowledge of Microsoft Word and Excel preferred * Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees of the organization * Displays a customer focused attitude with the ability to engage customers, build personal connections, and exhibit professionalism * Ability to travel to branches within specified region(s) is required Compliance Responsibilities: The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

Job DescriptionDescription: Job Title: Assistant Branch Manager At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Assistant Branch Manager who is an experienced leader with the direction and administration of branch operations. The right candidate will have a sense of urgency, the ability to improve operational efficiency through thoughtful process improvement, and a strong commitment to delivering best in class service. About You: Leadership: You build trust and demonstrate integrity with noticeable congruence between words and actions. You are able to organize and influence others to believe in a vision, while creating a sense of direction. Teamwork: Your leadership style emphasizes the importance of teamwork, while encouraging individuals to learn and grow. You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport and relate to others. Coach: You guide and motivate the Branch staff to promote a culture focused on protecting our member's assets while delivering best in class service. Judgement: You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures and legal/regulatory requirements. What You Will Do: The core responsibility is the effective and efficient management of branch operations in accordance with established Credit Union policies, legal and regulatory requirements, and audit standards. Must ensure branch security while conducting opening and closing procedures in accordance with set hours. May be assigned to test security equipment. Expected to ensure branch transactions are balanced at the end of each business day by printing reports and completing all checklist for verification. Will be responsible to complete month end certification of all cash items and negotiable instruments. Acts as a champion to promote branch business development and seek to increase membership. Will actively cross sell the Credit Union's products and services. Responsible for assisting with implementing changes to established policy and procedures within the branch. Will establish and maintain effective and professional business relations with internal and external stakeholders. Provide guidance and supervision for all branch personnel. Will assist with orientation of new team members and provide training support to ensure all direct reports are well trained in all aspects of their respective positions. Ensure that the branch has sufficient staffing levels by scheduling team members accordingly. Ensure that member requests and questions are promptly and courteously resolved in an appropriate timeframe. Acts as Branch Manager when necessary. Requirements: What We Are Looking For: High school diploma or equivalent Three (3) to five (5) years of related operations experience required Thorough knowledge of Credit Union products, services, and policies Understanding of Teller and Financial Service Representative functions Excellent written and verbal communication skills Excellent leadership and training skills Ability to prioritize effectively, working in a fast-paced environment Strong oral and written communication skills PC Skills: Word, Excel, Microsoft office Availability to work the Credit Union's core business hour Key words: banking, credit union, assistant manager, management, supervisory, leader, leadership, branch operations Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $32.43 - $40.54/ hour Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: Job Title: Salesforce Business Analyst - On-site At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: Salesforce Business Analyst will be responsible for analyzing business processes, gathering requirements, designing solutions, and configuring the Salesforce platform to support business operations. Will work closely with stakeholders from various departments to understand their needs and translate them into technical requirements. Additionally, administer and maintain the Salesforce platform, ensuring data integrity, security, and optimal performance. What You Will Do: Collaborate with stakeholders to understand business requirements and objectives. Analyze and document current business processes and identify opportunities for improvement. Design and implement Salesforce solutions to streamline workflows, automate processes, and enhance productivity. Configure Salesforce objects, fields, workflows, approval processes, and other features to meet business requirements. Develop and maintain custom reports, dashboards, and analytics to provide insights into business performance. Conduct user training and provide ongoing support to ensure effective use of the Salesforce platform. Stay current with Salesforce updates, best practices, and industry trends to recommend and implement enhancements. Collaborate with cross-functional teams, including salesforce developers, project managers, to deliver successful Salesforce implementations and enhancements. Requirements: What We Are Looking For: Five years to eight years of similar or related experience, including preparatory experience. Bachelor's degree in Business Administration, Information Technology, or related field. Salesforce Certified Administrator (ADM 201), Salesforce Certified Platform App Builder and Salesforce Certified Business Analyst credentials preferred. A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle level managers. Proven experience as a Salesforce Business Analyst, with a strong understanding of Salesforce architecture, data model, and capabilities. Demonstrated ability to gather requirements, design solutions, and configure Salesforce to meet business needs. Proficiency in Salesforce administration tasks, including user management, security settings, data management, and customization. Excellent communication, collaboration, and problem-solving skills. Ability to prioritize and manage multiple projects simultaneously in a fast-paced environment. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $74k-$92k/annually. Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: Job Title: Operations Services Specialist At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: The Operations Services team is looking for an Operations Services Specialist to assist in the operation of the credit union branches, operations services, virtual services, and member service areas. This role requires the ability to provide feedback to management to assist with process improvements and efficiencies within the department. In addition, this Specialist must effectively estimate and manage time spent on a variety of tasks. Importantly, they will provide effective estimation and management of time spent on a variety of tasks. Requires communication with ease across all levels of management, peer teams and departments. Ensures and maintains regulatory compliance and adheres to all Credit Union policies and procedures. What You Will Do: Responsible for processing requests from internal departments, (check copies, statement copies, account type changes, fee reversals, etc.). Assist in reviewing Mobile/ATM deposits and necessary adjustments, including returns, holds, other adjustments and escalations to FIU department for further review. Complete daily remittance processing, manual posting (items unable to be processed through remittance due to missed information, research, or special instructions). Responsible for scanning and indexing all member documents as requested. Responsible for processing incoming mail requests (account closures, deposits, and loan payments). Process loan payoffs and send appropriate documents to lending department. Process ACH originations requests. Assist with account charge-offs, including handling incoming and outgoing calls, sending out notices, and providing recommendations. Process levies, garnishments, and money judgments. Establishes and maintains effective communication and coordination with Credit Union staff. Maintains a high degree of integrity and respect for confidentiality and privacy of information. Requirements: What We Are Looking For: High school graduate or equivalent. Two years of credit union experience preferred with one year minimum of similar experience. Solid math and bookkeeping abilities. Microsoft Office suite skills including Word and Excel. Solid communication and public relations skills. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $23-29/hourly. Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: Job Title: Personal Banker II - Chatsworth At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals. Performs Teller and referral functions, opens new accounts and loan applications to build relationships and drive growth and sales opportunities. Accurately count cash, checks, and package coins and currency. Balance daily transactions and verify that cash totals are correct. Promotes, educates, and refers on credit union financial products and services to members in the community based on their needs as determined from member interviews. Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: High School degree or equivalent Previous branch banking experience with platform experience required. Track record of outstanding member service Demonstrated success meeting and/or exceeding established sales goals Cash Handling experience and responsibilities required Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team. Proven capability in a relationship focused sales environment. A significant level of trust, credibility and diplomacy is required. Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE Veteran / Disabled Drug-free Workplace Pay Range Info: The base pay range for this position is: $21.40 - $26.75 hourly plus referral incentives (guaranteed $500/month for the first three months) Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: Job Title: Temporary Accounting Generalist III - 90-day assignment At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: Premier America Credit Union is seeking an Temporary Accounting Generalist III will, under supervision, provide support to comply with the policies and procedures of the Credit Union in maintaining all Accounting processes. What You Will Do: Assists other departments and answers accounting and financial questions by researching and interpreting data. Assists with compiling supporting documentation for internal and external audits. Support automation projects through training, problem resolution, and testing Involved in cross-training team members for coverage purposes, as appropriate Support Accounting Manager by reviewing daily work as assigned Attend seminars and professional conferences. Maintain and apply proficient knowledge of all applicable regulations. Regulations include but are not limited to Regulation CC, Regulation J, Regulation E, Regulation D, and Bank Secrecy Act. Ability to work autonomously in a hybrid environment, balancing remote and on-site responsibilities effectively. Assumes responsibility for establishing and maintaining effective communication and coordination with Premier America Team Members. Assists in the preparation of financial statements by gathering and analyzing information from the general ledger system, core system and departments. May assist with recurring regulatory schedules needed for 1099-Misc, FR2900, 5300, 571-L. Timely and accurate input, verification, processing and tracking of incoming and outgoing payments in compliance with financial policies and procedures. Assume responsibility for two (2) or more of the following major functions: Provide support to the primary daily processes and regulatory requirements of Accounting Services; Wire Transfers, Corporate checks, Accounts Payable, General Ledger Accounting. Reconciles more complex general ledger accounts daily and monthly, identifying and resolving discrepancies promptly and prepares necessary clearing general ledger entries. Completes assigned monthly-end close workbooks and journal vouchers. Requirements: What We Are Looking For: Minimum of seven (7) years of work experience, of which at least five (5) years is related to Accounting. High school diploma required, Accounting or Finance college level courses or equivalent preferred. Strong verbal and written communication skills Basic Accounting concepts of debits and credits. Familiarity with all transaction processing, check operations and fun transfers. PC skills: proficient in MS Office suite - advanced Excel skills. Proficient with 10-key calculator Ability to prioritize effectively, working in a fast-paced environment. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency for candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $40 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision. FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time. 401k Retirement Saving Plan with a 6% safe harbor employer match. Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a personal stake in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during challenging times, credit unions have always made a meaningful difference in the lives of members.

The primary role of the Loan Utility Officer involves executing all SBA processing tasks within the Loan Support Services Operations Department. This includes 1502 reporting, daily balancing and remittances, ordering preliminary reports, and conducting flood determinations for real estate transactions. The Loan Utility officer also provides backup support for operational functions in the Loan Support Services Department. They must competently handle all tasks in the Operations area, particularly focusing on boarding loans, processing payments and advances within the ITI system, managing participation loan transactions, and handling returned payments. Additionally, they are responsible for performing all collateral-related duties. Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $26.30 /hr Max- $43.83 /hr Primary Responsibilities: SBA Loan Servicing * Balance the SBA loans on a daily basis. Prepare the 1502 report monthly. Remit the B&I payments, past due payments and 172 remittances daily as needed. Prepare SBA loan sales timely and within the Bank's expectations. * Ensure daily and timely monitoring of Participation Payable Accounts. * Process incoming and input outgoing wires. * Process returned ACH and check payments. * Provides professional, timely and accurate responses and assistance to external/internal client requests and needs. * Perform loan maintenance, address changes, payment method, risk grade, tickler and code changes as needed. * Prepare monthly and quarterly SBA Held for Sale Reports. * Prepare monthly SBA Gain on Sale Report and quarterly SBA B&I Guaranteed and Unguaranteed Report. * Set up Business Analytics reports according to the requested specifications as assigned. * Order flood certifications and preliminary title reports. Opens escrows and processes payoff demand requests from other lenders within applicable Federal and State Laws. Operations * Board new, renewal, modifications, participations and extension into the ITI system. * Process all payments and advances onto the ITI system. * Process wires, participations loan entries, non-accrual, charge off, recovery entries, and specialized lending transactions. * Assist in monitoring In-Process/Holdover Accounts on a timely and daily basis. * Review posted transactions against participation reports. Process transaction to sold note as required. Quality Control * Perform accurate and timely callback of monetary and block related entries on a daily basis. * Performs the daily balancing of various general ledger accounts to include any research and identification of differences or outstanding items. * Responsible for accurate posting and daily balancing of the LCCP to the general ledger. Collateral * Process the paid loans ensuring the timely and accurate relates to the Bank's loan collateral within the established credit lending and operations policies, Federal Regulations and State Laws. * Monitor the UCC continuation activity ensuring UCC continuations are prepared timely and accurately so the bank does not lose its collateral position and is properly perfected/recorded. Process all pertinent data accurately into the tracking system. Orders UCC and CIR searches to ensure the timeliness and accuracy of the orders. * Ensures the insurance (including flood, hazard and construction related) on all loans is accurate and is being monitored on a weekly basis to prevent any lapse or missing insurance coverage within the appropriate credit lending and operations policies. Monitor upcoming insurance expirations and follow up on insurance cancellation or under-insured notices to ensure the bank's collateral is properly protected. Monitors the issuance, clearance and/or waiver of insurance exceptions. Loan Balancing/Callbacks * Balance various loan and general ledger accounts; be responsible for the accuracy of the posted monetary entries and new/renewals loans; compiling data using various software programs, and preparing various daily, monthly and quarterly reports. * Engage effectively with lending partners and senior management. * Perform all other duties as assigned Qualifications: * Associate's degree (A. A.) or equivalent from two-year college or technical school; or two to three years related Documentation/Loan Support Services experience and/or training; or equivalent combination of education and experience. * Advanced computer and technical skills preferred with experience in ITI, Premier and Microsoft Office * Strong attention to detail with excellent analytical skills and loan servicing background * Effective communication skills in presenting information in one-on-one and small group situations to customer and other employees of the organization * Displays a customer focused attitude with the ability to engage customers, partners and management team, build personal connections, and exhibit professionalism * Proven time management and problem-solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast-paced environment * Knowledge of basic computer programs, customer service skills, 10 key and a basic understanding of electronic banking systems * Strong communication and organizational skills with the ability to interact effectively with all levels of management Compliance Responsibilities: The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

The VP/Relationship Manager will serve as the primary advisor for our business clients with a focus in building and developing relationships. The VP will examine, evaluate and recommend approval of client applications for a myriad of bank products, including commercial lines of credit, commercial term loans, letters of credit, real estate loans and flat notes. Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $102,960/yr Max- $171,600/yr Primary Responsibilities: * Act as a trusted advisor to our business clients: * Requests specified financial information for loan application * Analyzes applicant financial status, credit, and property evaluation to determine feasibility of granting loan * Interviews applicant to obtain corporate history and to resolve questions regarding application information * Conduct business development and actively engage in community investment: * Analyze potential markets to develop prospects for loans and deposits * Act as Bank representative at civic and/or industry meeting or function * Mitigate risk and lead with a customer centric focus: * Independently negotiate structure and pricing of more complex credit facilities to borrowers with revenues in excess of $1MM * Present credits to Loan Committee and/or Director's Loan Committee for approval * Ensure loan agreements are complete and accurate according to policy * Maintain and service existing portfolio: * Maintain delinquencies and classified loans at a minimum * Monitor borrowers' financial condition for compliance with loan covenants * Assist Commercial Banking Officers and Commercial Lending Credit Analyst in ongoing training * Perform all other duties and special projects as assigned Qualifications: * Bachelor's degree from a four-year college or university or equivalent work experience * Five or more years of relevant work experience * Masterful at relationship building and business development with strong influential and decision making skills * Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services * Excellent communication skills with all levels of external and internal clients * Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast paced environment * Demonstrates initiative and the ability to work in an autonomous manner * Travel may be required Compliance Responsibilities: The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

Role: Perform and conduct complex, time-intensive credits on non-performing assets through journal entries and department monetary adjustments and may be required to balance outages. Responsible for the accuracy of charge off losses and adjusted journal entries ensuring accounting principles are followed for proper financial record keeping. This position works independently to provides technical support and research support to branches, Credit Resolution, and other back office departments. The Credit Resolution Support Representative role will function as a subject matter expert in a variety of complex functions, including Credit Disputes, Validation of Debt, Payment history analysis, Paid Ahead reports for Real Estate loans. The role also serves as a back-up support for Credit Resolutions Collateral Representative. Duties and Responsibilities: Monitor and maintain sub-ledgers, reconcile, and research accounts to clear variances. Participate in department projects. Maintain a basic understanding of state and federal laws and regulations related to credit union compliance including bank secrecy act (BSA} and anti-money laundering laws appropriate to the position. Assist in audits and reconciliations on account types including the following: Vehicle/RV loans Personal Loan Line of Credit Credit Card Collection payments Collection extensions Expulsion Process Account closure Negative Shares, Visa, and Loan Charge-offs. Review delinquent accounts 150 to 180 days past due and write-off small account balances on personal loans, Visa, and Negative shares. Assigns charge off accounts to Collection Agencies Processes payments received on charged off loans Post and balance all Chapter 13, collection agency, and attorney suit payments Processes Charge off loans as approved by the Board of Directors. Make corrections or processes changes to loan payments Independently work with WPCCU departments to resolve member disputes Foster a positive and engaging work environment by sharing best practices and industry standards. Maintain positive communication through words and actions by modeling WPCCU mission, vision and core values. Responsible for handling escalations related to complex credit bureau inquiries and disputes from members, dealers, financial Institutions, vendor/partners and the credit reporting agencies. Maintain a thorough understanding of state and federal laws and regulations related to credit bureau reporting, compliance, including but not limited to; Consumer Credit Reporting Agencies Act, Unfair or Deceptive Acts or Practices, Fair and Accurate Credit Transactions Act (FACT Act), Fair Credit Reporting Act (FCRA}, Bank Secrecy and Anti-Money laundering laws as appropriate to the position. Work, create and analyze reports necessary to ensure work is completed according to required timelines, procedures and regulations. Perform necessary research and actions based on report findings, and trend analysis notifying management of status, any issues and proposed resolutions. Review, analyze, credit reporting process to ensure accuracy. Evaluate and ensure thee-OSCAR disputes are accurate, complete and compliant, Review incoming correspondence, information researched, and response paperwork for truthfulness, accuracy, and consistency. Apply fraud detection and prevention techniques. Create lien releases, payoff's reports Ensure payments are posted within regulatory and industry best practices. Provide additional support throughout the department and perform other tasks and duties as needed. Qualifications EDUCATION: High School curriculum is required, AA degree in accounting or equivalent combination of education, training preferred. EXPERIENCE: Three years or more performing Journal entry, reconciliation, and research work in a sin1i1ar position within a financial institution. KNOWLEDGE/SKILLS: Strong oral and written communication skills. Has demonstrated a strong knowledge of financial services products, services, understanding of BSA, OFAC and FDCPA, FCRA, FACTA, regulation. Strong knowledge of General Accounting Principles rules, ten-key, Strong comprehension of the Journal Voucher (JV) protocol, General Ledger (GL) system. Demonstrate analytical skills and problem solving with the ability to balance and reconcile GL accounts. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Water and Power Community Credit Union is an equal opportunity employer We are committed to equal employment opportunity regardless of race, color, religion, sex, national origin, sexual orientation, age, citizenship, marital or family status, mental or physical disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know.

The VP/Regional Sales Manager (Factoring Business Development Officer) is responsible for identifying, developing, closing and retaining factoring relationships for Bay View Funding. The VP is a key component of the business development and sales team with a primary focus to increase new business by identifying, sourcing, and closing viable prospects for factoring clients across a variety of industries, while expanding Bay View Funding's national footprint. Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $74,663/yr Max- $124,438/yr Primary Responsibilities: Identifying, developing, closing and retaining factoring relationships: Conduct a combination of outreach, personal networking and attending various social/business events in the community and surrounding area on a consistent and ongoing basis Engage established active network of COI referral sources locally and nationally and manage a pipeline of ongoing appointments Actively source prospective clients requiring factoring services and initiate and maintain proactive communication to win relationships Leverage marketing tactics and techniques to achieve established business development goals and expectations Responsible for developing revenue growth through generation of loans and fee income. Act as a liaison between the prospective clients and the underwriting/credit departments. Prepare, present and negotiate financing proposals and documents for/with prospective clients Cultivate and maintain relationships with senior team members in conjunction with leveraging resources across departments The position requires the ability to exercise a high level of independent initiative and focused determination Perform all other duties and special projects as assigned Qualifications: Bachelor's degree (B.A.) in business, finance, or accounting preferred from a four-year College or university; and/or ten years related experience and/or training; or equivalent combination of education and experience A business development professional with a proven track record in factoring, asset based lending, and or commercial lending. Experience in interpreting financial reports and legal documents Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community Masterful at relationship building and business development with strong influential and decision making skills Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services Excellent communication skills with all levels of external and internal clients Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast paced environment Demonstrates initiative and the ability to work in an autonomous manner Travel required to expand Bay View Funding footprint Compliance Responsibilities: The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

Role: To provide value-added quality service to the membership by efficiently, accurately and continuously handling member transaction, cross-selling credit union products and services, and providing back-up operational support to the Assistant Manager and Lead Teller. Provides leadership and motivation to teller staff in order to reach organizational objectives and goals. Major Duties and Responsibilities 25% - (Job Knowledge) - Proficient in processing all teller transactions including deposits, withdrawals, loan payments, night drop, bank by mail transactions, payroll deduction, money orders and cashier checks. May be responsible for placing or maintaining branch cash orders, negotiable items, audit logs and ensuring that the daily branch balancing procedures are completed in a timely manner. Provides prompt and accurate information to the member and conducts complex account research. Provides in depth level of knowledge and skill in the operational aspects of the teller area. 20% - (Member Focus) - Proficiently provides prompt and accurate information to the member and conducts moderate to complex account research or inquires. Proficient balancing a cash drawer and daily transactions within established credit union guidelines to ensure accuracy and prevention of losses. Ensures compliance with all credit union member service standards. 20% - (Leadership) -May act as a lead person or provide overrides as directed by branch management. May be asked to oversee the teller area to deliver exceptional service to the membership in the absence of the Lead Teller. May be asked to monitor activities to ensure that they are in compliance with established credit union policies and procedures. Provides feedback to supervisor and other service centers on any issues that can improve performance. Provides feedback to supervisor on staff performance evaluations and recommends appropriate actions. 10% - (Business Development) - Proficiently promotes a retail environment by cross-selling and referring credit union products and services. Supports the needs of the manager and sales division by assisting wherever needed. Required to meet and maintain minimum sales objectives assigned by branch management. 10% - (Communication) - Maintains professional standards with all member and staff contacts, written correspondence, and overall personnel and branch appearance. Composes correspondence and communicates with members as necessary. 10% - (Teamwork and Cooperation) - Maintains effective communications between branch and other service centers. Is willing to provide support to other service centers in order to achieve exceptional member service. 5% - Other duties as assigned. Additional Responsibilities: To provide friendly, professional, personal service to all members. To balance at least 98% of the time. Complete all work process with minimum of errors and a high degree of quality with minimal supervision. Required to meet and maintain minimum sales objectives assigned by the Branch Manager. Supports the needs of the Sales Division by assisting wherever needed to ensure member demand with sales and service delivery. Utilize TQM tools and techniques, such as flowcharting, brainstorming, check sheets, and charts to continuously improve work processes; demonstrates and promotes teamwork. Performs all duties in compliance with credit union policies and appropriate regulatory statutes. May be required to work on Saturdays on request by the Branch Manager. You are required to attend Sales events. May be required to travel to other Service Centers for staff coverage. Qualifications Education Education: High School Diploma, G.E.D., or equivalent required. Experience Minimum of two to five years customer service and retail sales experience with a proven track record of two years in cash handling experience or two years branch operations experience. Abilities, Knowledge and Skills Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/ or outside the organization, generally regarding routine matters for purpose of giving or obtaining information which may require some discussion. Other Skills: Intermediate knowledge of computers and applications, Microsoft Windows, Microsoft. Word, Microsoft Excel, Internet Browser experience, excellent verbal and written skills. Ability to communicate clearly and to be understood in English, both in writing and verbally, by telephone and face to face. Ability to sit in increments of 2-3 hours at a time during the workday. Ability to stand in increments of 2-3 hours at a time, walk one hour per day, and bend/reach a distance of two to four feet. Ability to operate computer terminal, printer and calculator for extended periods of time. Ability to stand while conducting member's transactions. Ability to organize financial records in chronological and/ or alpha/ numeric files. Ability to make sound decisions Ability to act as a lead person as directed by branch management. Ability to perform basic Lead Teller functions. Performs all duties and assignments in compliance with credit union policies and appropriate regulatory statutes, including BSA regulations and those that correspond with specific job duties. This Position Description is not a complete statement of all duties and responsibilities comprising this position. Water and Power Community Credit Union is an Equal Employment Opportunity Employer. Water and Power Community Credit Union is committed to a proactive program of affirmative action and diversity development. The Company will continue to recruit, hire, train, and promote into all job levels without regard to race, religion, gender, marital status, familial status, national origin, age, mental or physical disability, sexual orientation, gender identity, source of income, or veteran status.

Job DescriptionDescription: Job Title: Sr. Commercial Loan Underwriter At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: The Sr. Commercial Loan Underwriter position is responsible for supporting business lending underwriting programs offered by the Credit Union. The Sr. Underwriter reviews and recommends decisions for business loans, while keeping the overall well-being of the credit union in mind by reducing exposure and potential risk. The underwriter possesses overall business lending knowledge and is a senior position in the Commercial Lending department. What You Will Do: Analyze and underwrite C&I (Commercial and Industrial) loans as well as owner-occupied commercial real estate loans with emphasis on operating company's financials. Ability to determine appropriate financing needs of the applicant/borrower business and recommend appropriate loan products to facilitate the needs. Calculate and recommend appropriate financing amount based on borrowing business' financials. Able to determine appropriate loan structure on given loan requests to ensure proper collateral and accountable parties are secured to the loan. Also be able to make appropriate loan conditions for sound accountability to the loan from the borrower(s) and guarantor(s). Draft loan presentations for new credit proposals. Identify and close service gaps. Make recommendations for changes to improve underwriting quality, product design, and pricing and collection practices. Support annual review of all MBL's. Obtain necessary approvals and generate LOI. Perform assessment of proposed deal to ensure structure, collateral and borrower strength is within Credit Union guidelines. In-depth review and analysis of financial statement, tax returns and income stream cash flows, financial and repayment analysis with a focus on cash flow, liquidity, leverage, and debt service coverage to identify key risks. Review loan terms, borrower and collateral risk, generate risk rating and determine appropriate recommendation while complying with Credit Union board policy and departmental guidelines. Review new loan request to issue a Letter of Intents. Review and analyze appraisals, environmental, and other third-party reports to identify risk areas and recommend mitigating solutions. Review and underwrite Member Business Commercial Loans, including Real Estate, income producing properties. Interpret and analyze financial information from multiple sources, including reporting services, credit bureaus and other industry data sources to make informed underwriting decisions. Review and analyze information including leases and the corresponding risks, rent rolls and management experience to determine impact on credit underwriting. Assumes responsibility for supporting business lending underwriting programs offered by the Credit Union. Training junior commercial underwriters and other team members within the department. Make appropriate credit determinations on loan application prospects in the absence of Director of Commercial Lending or VP of Commercial Lending. Assist in the production of monthly and quarterly reports identifying key metrics such as loan performance, trends, risk ratings, etc. Requirements: What We Are Looking For: Minimum of five (5) years of experience in a related position with full knowledge of complex commercial and business loan underwriting and analysis. BA/BS Degree in Business, Accounting, Finance or other related discipline preferred. Demonstrated knowledge of NCUA Part 723, Member Business Loans. Broad knowledge of financial statement analysis, general accounting, cash fkows and mortgage interest calculations. Strong analytical, critical thinking and problem-solving skills; including ability to research questions, analyze data, compile results, recommend solutions and effectively communicate information to a variety of levels. Effective oral and written communication skills including in person, via phone and email; effectively communicate with all levels of staff, borrowers, vendors etc. Strong attention to detail and organizational skills. Ability to plan effectively and prioritize workflow with excellent follow-through skills. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: The base pay range for this position is: $53-$66/hourly. Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

EXCELLENT PAY AND BENEFITS! Be a part of one of the most successful financial institutions in the country!! Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total assets among over 4,900 credit unions nationally. For ten years in a row, Star One has been ranked #1 by America's Credit Unions for providing the highest direct financial benefit to the members we serve. We offer AMAZING BENEFITS that help keep our employees healthy and shining bright!!! 401(k) Plan, Match, and Profit Sharing Annual Wellness Benefit Education Assistance Employee Loan Discounts Medical, Dental, and Vision (Effective date of hire) Paid Holidays Paid Time Off Program Staff Incentive Variable Pay (Bonus) Job Title: BSA Analyst Hours: 8:30 a.m. - 5:15 p.m. Monday through Friday (employees working the Friday evening rotation are scheduled to 6:00 p.m.) and rotating Saturdays 7:30 a.m. - 4:00 p.m. with a day off during the week. Salary Range: $72,100 - $99,100, which is base pay. Compensation will be based on candidate qualifications. Job Scope/Duties: Works independently and as part of a team to complete the daily review and execution of processes and investigations related to Bank Secrecy Act (BSA) and Anti-Money Laundering (AML). Supports the daily processing, monitoring, and analysis of dormancy reports, close monitoring, BSA/AML reports and alerts. Prepares all necessary FinCEN and government filings, including SARs and CTRs, as required and within established timeframes. Monitor member accounts in the BSA/AML platform and perform reviews of high-risk customers. Alert the BSA-Fraud Prevention Manager of any accounts that pose a high risk to the credit union and take appropriate action. Completes OFAC and FinCEN database scanning as applicable. Obtains and researches required documentation and other information pertinent to individual cases. Adheres to legal requirements and responsibilities in accordance with the law. Works with Support Services to respond to law enforcement agency inquiries regarding fraudulent or criminal matters and prepares and responds to incoming subpoenas and search warrants from law enforcement agencies. Acts as a liaison with law enforcement (federal, state and local) and social service agencies by providing detailed information and pursue prosecution/restitution as appropriate. Supports fraud prevention, processing, and mitigation efforts, as needed. Interacts with members, staff, and related vendors, and employs collection efforts to ensure repayment and mitigation of losses to the Credit Union. Performs other job-related duties as assigned. Experience/Minimum Education Requirements: Requires four to six (4-6) years of relevant and progressive financial services experience. Bachelor's degree in business administration, Accounting, Finance, or the equivalent level of education and experience in BSA, AML and fraud. ACAMS - Certified Know Your Customer Associate (CKYCA) - Preferred. Knowledge/Skills/Abilities Requires strong knowledge of BSA/AML requirements, check regulations and strong research/problem solving skills. Understanding of complex financial institution practices, policies, procedures and regulations. Strong written and verbal communication skills required. Must be analytical, detail oriented and organized. Ability to effectively address multiple tasks/priorities and work independently with limited supervision. Must be a strong team player with the ability to provide courteous, friendly, and excellent member service in a fast-paced environment. Requires proficiency with Microsoft Office to include Excel, Outlook, PowerPoint, Teams and Word. MUST HAVE GOOD CREDIT. We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled

Job DescriptionDescription: Job Title: Consumer Loan Specialist At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! What You Will Do: Responsible for the end-to-end processing of various Consumer Loan products, including direct and indirect vehicle loans, personal loans, credit cards, lines of credit, and share/certificate secured loans. Ensures timely and accurate funding by reviewing loan documents and underwriter stipulations in alignment with department SLAs. Process and fund consumer loans, including direct/indirect auto, personal, and secured loans. Review and validate required documentation and stipulations provided by underwriters. Coordinate with stakeholders such as dealerships and third-party partners (e.g., iLending) to obtain missing or additional information. Perform clerical and administrative duties such as file maintenance, discrepancy resolution, and loan report validation. Manage daily ACH postings and make necessary loan corrections based on report reviews. Reconcile and maintain department General Ledgers (GLs), track reporting data to ensure accuracy. Conduct quality control reviews for funded indirect loans and other completed reports. Monitor and process GAP refund check requests and maintain related tracking logs. Act as a backup processor for all Consumer Lending functions as needed. Provide support to Retail, Contact Center, and Loan Contact Center teams with loan inquiries and research. Assist in onboarding and training new hires and support branch/frontline team members. Collaborate with internal departments such as Accounting, Risk, Member Operations, and Consumer Lending for issue resolution and process improvements. Requirements: What We Are Looking For: One (3) to three (5) years of Consumer or Commercial Loan Processing experience or equivalent. High School graduate or equivalent. Thorough knowledge of Credit Union products, services, and policies. Basic Accounting, Microsoft Office, Word, Excel. â ¢ Knowledge of Consumer loan documents, DMV documents and Loan Origination system. Strong analytical, critical thinking and problem-solving skills including ability to research questions, analyze data, compile results, recommend solutions and effectively communicate information to a variety of levels. Strong attention to detail and organizational skills. Ability to successfully work independently and in a team environment. Excellent communication skills. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $ 23-29/hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

EXCELLENT PAY AND BENEFITS! Be a part of one of the most successful financial institutions in the country!! Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total assets among over 4,900 credit unions nationally. For ten years in a row, Star One has been ranked #1 by America's Credit Unions for providing the highest direct financial benefit to the members we serve. We offer AMAZING BENEFITS that help keep our employees healthy and shining bright!!! 401(k) Plan, Match, and Profit Sharing Annual Wellness Benefit Education Assistance Employee Loan Discounts Medical, Dental, and Vision (Effective date of hire) Paid Holidays Paid Time Off Program Staff Incentive Variable Pay (Bonus) Job Title: Call Center Representative Responds to member questions regarding accounts, loans, and other credit union products and services. Hours: Monday through Friday from 10:15 a.m. to 7:00 p.m. and rotating weekends 8:30 a.m. to 5:00 p.m. with a day off during the week. Scheduled off on New Year's Day, Thanksgiving and Christmas with all other holidays subject to a rotating schedule. Salary Range: $51,200 - $70,300 per year, which is base pay. Compensation will be based on candidate qualifications. Job Scope/Duties This position handles a variety of member service engagements; phone calls, chat, video calls and secured emails in a prompt, courteous and professional manner. Answers or obtains answers to member questions regarding accounts, loans and/or credit union products and services. Recognizes and offers members product or service options to best fit the member's needs. Resolves or escalates complaints through appropriate channels. Processes member requests such as funds transfers, stop payments, change of address, official check requests, order/block/replace plastic cards, check orders, check or statement copies, basic adjustments, etc. Performs other duties and assignments including administrative, special projects and supports general Call Center functions. Experience/Minimum Education Requirements Requires a minimum of two (2) years of current and relevant experience in a financial institution. Call Center or strong member telephone experience is required. Bachelor's degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience. Knowledge/Skills/Abilities Must be knowledgeable of practices, regulations, procedures and standard accounting necessary to perform duties commonly found in financial institutions. Must have excellent written and verbal communication skills. Attention to detail with high rate of accuracy is required. Self-motivated, able to multi-task with the ability to work well under pressure with moderate to no supervision in a fast paced environment. Knowledgeable in Microsoft applications or ability to learn programs quickly and operate multiple software programs concurrently. Ability to provide excellent service to members and support department to help achieve department goals. MUST HAVE GOOD CREDIT. We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled

Full-time Description Job Title: Business Intelligence Financial Analyst At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: The Business Intelligence (BI) Financial Analyst will play a pivotal part in supporting Premier America's efforts to modernize its data infrastructure and empower teams with real-time insights. This role will help establish a unified single source of truth through enterprise dashboards, unified reporting, and advanced analytics. By enabling automation, elevating data quality, and providing access to meaningful metrics, this role helps the organization transition to proactive, predictive insights-driving improved member engagement and increased operational efficiency. What You Will Do: Design, develop, and maintain dashboards and visualizations that support enterprise and departmental KPIs, providing a clear view of performance, member behavior, and operational effectiveness. Collaborate with cross-functional teams to define and document business requirements, data sources, and metric definitions, ensuring alignment with governance standards. Translate business needs into technical BI requirements and ensure alignment with data governance and accuracy standards. SQL and BI tools - Tableau and Power BI - to analyze structured and semi-structured data from systems like Symitar, Salesforce, Medallia, Velera, and others. Validate data quality and integrate clean, reliable data into the Enterprise Data Warehouse and reporting ecosystem. Design and develop predictive models and early warning indicators in collaboration with stakeholders. Enables access and understanding of data usage by training stakeholders, enabling data literacy, and embedding dashboards into daily decision-making processes Analyze trends and provide insight that supports growth in Markets of Opportunity, enhances fraud mitigation, drives member retention, and informs product and engagement strategies. Contribute to the enterprise-wide implementation of reporting platforms and support the retirement of legacy systems. Develops integrated reporting layer that reduces manual workload and creates a unified source of truth. Partner with the Finance Team to ensure that reliable, properly formatted data extracts can be pulled from the data warehouse for the purpose of feeding into financial modeling software and to ensure that necessary data enhancements are made to include additional data when necessary to improve the accuracy and reliability of financial modeling results. Requirements What We Are Looking For: 3+ years of experience in BI development, data analysis, or enterprise reporting, ideally in a credit union or financial services setting. Bachelor's degree in Business Analytics, Information Systems, Finance, or a related field. Strong proficiency in SQL and data visualization tools, with a track record of delivering meaningful, intuitive dashboards. Familiarity with credit union operations, especially related to digital banking, deposits, payments, fraud. Experience with Jack Henry's Symitar, Lumin Digital, Tableau, Salesforce, and Salesforce Marketing Cloud is a plus. Familiarity with Agile methodologies and experience working within Agile teams. Excellent communication and interpersonal skills, capable of working with both technical and non-technical stakeholders. Strong problem-solving abilities and attention to detail. Ability to manage multiple tasks and projects in a fast-paced environment. Detail-oriented and self-motivated, with a passion for solving business problems through data. Familiarity with data governance principles and data quality standards. Experience working with data warehouses, data lakehouses, or cloud analytics platforms is a plus. Excel proficiency and familiarity with financial statements and financial modeling software (i.e. Interest Rate Risk modeling software). Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $65k-$81K Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

EXCELLENT PAY AND BENEFITS! Be a part of one of the most successful financial institutions in the country!! Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total assets among over 4,900 credit unions nationally. For ten years in a row, Star One has been ranked #1 by the America's Credit Unions for providing the highest direct financial benefit to the members we serve. We offer AMAZING BENEFITS that help keep our employees healthy and shining bright!!! 401(k) Plan, Match, and Profit Sharing Annual Wellness Benefit Education Assistance Employee Loan Discounts Medical, Dental, and Vision (Effective date of hire) Paid Holidays Paid Time Off Program Staff Incentive Variable Pay (Bonus) Job Title: Personal Banker Hours: Monday-Thursday 8:45 am - 5:30 pm, Friday 8:45 am - 6:30 pm, and rotating Saturdays 8:30 am - 2:45 pm (with a day off during the week Salary Range: $51,200 - $70,300 which is base pay. Compensation will be based on candidate qualifications. Job Scope/Duties Responsible for providing consultative member support during the new account and consumer loan application process. Reviews and analyzes loan applications and supporting documentation. Advises members of policies, rates and terms. Acts as a primary contact for members by providing application status and collecting documentation. Books consumer loans, disburses funds and explains loan documents and approved loan terms. Completes member requests for loan modifications. Provides account and loan servicing support as needed. Stays informed of all products, services and operational procedures. Supports community and business development efforts. Processes all transaction requests and provides assistance to other branches and departments as needed. Experience/Minimum Education Requirements Two to four years of current and progressive experience within a financial institution, preferably in a personal banking role. Sales and service experience in a branch environment is preferred. Bachelor's degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience. Notary designation required. Mortgage Loan Originator (MLO) registration is required upon employment. Knowledge/Skills/Abilities Requires strong written and verbal communications skills. Ability to learn and retain banking regulatory information and requirements. Must be proficient with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications. Fosters and maintains a strong service culture by providing excellent internal and external service. Ability to work in a fast-paced environment while handling multiple tasks and competing priorities. Must be a strong team player with the ability to work in a diverse group or as an individual contributor. MUST HAVE GOOD CREDIT. We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled

The Central Operations Representative II is primarily responsible for providing exceptional customer service to all Bank employees and clients, be it in person or on the telephone. The Central Operations Representative II will process all client transactions timely and accurately, consistent with the Bank's policies and procedures and must possess a knowledge and understanding of all Bank products and service fees and assure the Bank is not placed in a potential loss situation by following the Bank's policies and procedures. Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $19.24/hr Max- $32.06/hr Primary Responsibilities: Responsible for ensuring all incoming calls are answered promptly, and internal and external clients are assisted professionally and courteously Responsible for answering internal e-mail requests in a professional and timely manner Responsible for various banking operations, including but not limited to: Processing stop payments and account transfers Maintaining all requests in accordance with Bank record keeping policy Completing audit functions, including Block entries and Stop Payments Completing all assigned research, ensuring the clients are charged appropriately Large item processing ATM Balancing Department filing Any additional projects or tasks assigned by supervisor Qualifications: One year certificate from college or technical school; or one year of related experience and/or training; or equivalent combination of education and experience Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks within a fast paced environment Read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. Knowledge of basic computer programs, customer service skills, 10 key and a basic understanding of electronic banking systems. Strong communication and organizational skills with the ability to interact effectively with all levels of management and consumers. Compliance Responsibilities: The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

The Client Services Officer I role coordinates closely with the Relationship Management team and Operations team in welcoming new business into the bank and managing existing client relationships on a daily basis. The CSO I is a key liaison to deliver clients the outstanding service that our Heritage Bank of Commerce brand is built upon. Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $21.81/hr Max- $36.36/hr Primary Responsibilities: * Act as a key liaison with clients: * Conduct client service activities including handling client requests, completing transfers, assisting with wires, etc. * Deliver and provide tier 1 support for basic cash management solutions (basic online banking, ATM/Debit/Credit cards, Mobile Banking, etc.) * Deliver and provide tier 2 support for cash management solutions (including but not limited to boarding new account set-ups on the business online banking platform) * Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by email, and the phone: * Interact and establish rapport with all clients that conduct business in the branch * Display outstanding interpersonal skills and maintain a professional image at all times * Maintain a working knowledge of banking operations as it applies to the position: * Follow proper procedures to mitigate risk to the bank within assigned approval authority including but not limited to NSF/OD decisions * Follow bank policies and banking regulations * Complete operations work accurately and efficiently * Assist in completing periodic certifications in a timely and accurate manner to audit requirements * Assist clients with new account opening and ensure proper documentation is in compliance with bank policies and procedures * Conduct customary teller functions when needed * Perform all other duties and special projects as assigned Qualifications: * Bachelor's degree from a four-year college or university or equivalent work experience * Minimum of two years of related experience * Advanced knowledge of Microsoft Word and Excel preferred * Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees of the organization * Displays a customer focused attitude with the ability to engage customers, build personal connections, and exhibit professionalism Compliance Responsibilities: The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.