VP/Relationship Manager
Vice president and manager job at Heritage Bank of Commerce
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.
Auto-ApplySVP/Chief Risk Officer
Vice president and manager job at Heritage Bank of Commerce
Heritage Bank of Commerce seeks a seasoned risk management leader with a deep understanding of the banking industry and a proven track record of experience. This critical role demands expertise in strategic planning, risk management, regulatory compliance, and operational risk. The Chief Risk Officer will lead transformative initiatives that enhance risk management efficiency and effectiveness while aligning risk operations with the evolving business model.
Reports directly to the Chief Operating Officer, the Chief Risk Officer will provide strategic risk direction, ensure risk integrity, and foster sustainable growth. This includes responsibility for risk reporting, regulatory compliance, risk oversight, and driving long-term value creation through effective risk management practices. A strategic partner to the COO and Board, the Chief Risk Officer will lead efforts to continue our growth strategy, positioning the Bank for continued success. This role requires exceptional leadership, resilience, and a vision for effective transformation in a dynamic environment.
Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $178,880 /yr Max- $268,320 /yr
Primary Responsibilities:
* Strategic Risk Leadership: Develop and execute risk management strategies to support the Bank's growth and profitability goals, ensuring alignment with the Bank's long-term objectives.
* Risk Reporting: Oversee the preparation of accurate risk reports, regulatory reports, and forecasts for the Board of Directors, executive team, and shareholders.
* Regulatory Compliance: Ensure compliance with regulatory requirements and industry standards.
* Operational Risk Management: Identify and mitigate operational risks while ensuring compliance with regulatory requirements and industry standards.
* Risk Assessment: Oversee all risk assessment functions, ensuring accurate and timely reporting in accordance with regulatory standards.
* Liquidity and Capital Management: Oversee the Bank's liquidity management strategy to ensure sufficient funding for operational needs, regulatory compliance, and strategic growth.
* Budgeting & Forecasting: Lead budgeting processes, including long-term financial planning, and ensure alignment with strategic goals.
* Team Leadership: Lead, mentor, and develop the Risk team, fostering a culture of excellence, collaboration, and accountability.
* Regulatory Compliance: Ensure adherence to financial regulations, including Sarbanes-Oxley (SOX) and Dodd-Frank.
* Perform all other duties and special projects as assigned
Qualifications:
* Education: Bachelor's degree; advanced degree (MBA, JD, or similar) or relevant professional certifications (e.g., CRCM, CIA, or FRM) preferred.
* Experience: Minimum of 15 years of progressive risk management leadership experience, with at least 5 years in a senior executive role within the banking or financial services industry.
* Institutional Growth: Demonstrated experience in growing and leading a financial institution with assets exceeding $5 billion.
* Technical Expertise: Deep knowledge of risk analysis, regulatory compliance, and capital markets.
* Leadership: Proven ability to lead and inspire high-performing teams, with a track record of successful risk management and strategic decision-making.
* Communication Skills: Exceptional communication and interpersonal skills, capable of influencing and collaborating with stakeholders at all levels.
* Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret complex risk data and make sound decisions.
* Regulatory Knowledge: Comprehensive understanding of banking regulations, compliance, and risk management.
Core Competencies:
* Strategic Vision and Planning
* Leading change and change management practices
* Risk Management and Compliance
* Leadership and Team Development
* Effective Communication and Influence
* Adaptability and Innovation
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.
Auto-ApplyVP, Senior Wealth Consultant - Ultra High Net Worth
Vienna, VA jobs
Regular
Your opportunity
*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*
Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs
Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores
Partner with wealth specialists to offer solutions including banking, lending and trust
Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer
Develop a customized financial strategy for prospects and existing clients
Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you are good at:
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives
Demonstrates a bias for action and a commitment to achieving sustainable results
Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals
Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients
Able to adjust style of communication to best connect with others
Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team
Demonstrates personal resilience and a commitment to continually learn
Able to remain positive and focused during times of pressure, adversity, or change
Actively engages and helps others succeed
Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly
Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Preferred Qualifications
Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred
Bachelor's degree highly preferred
Required Qualifications
Active & valid FINRA Series 7 license
Active & valid FINRA Series 66 (63/65) license
Active & valid Life & Health insurance
7+ years financial services industry experience
2+ years Ultra- HNW client experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
AVP, Market Development Manager
San Jose, CA jobs
The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory.
Responsibilities
Essential Duties
Sales and Service
Within the Territory of responsibility,
Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies.
Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals.
Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.
Sells and processes, Tech CU's products & services in person and via Virtual Branch
Collaborates with internal partners to optimize outreach efforts.
Connects and develops relationships with key employers as well as business and civic leaders in the territory.
Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc.
Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity.
Participates in community organizations and events aligned with Tech CU's organizational objectives.
Utilizes social media channels to promote events and engage community and Tech CU membership.
Maintains current industry, competitive and product knowledge.
Develops and nurtures a network of referral sources and business contacts.
Communicate sales results to own manager for inclusion in territory management reports.
Works under general supervision from leadership.
May offer periodic coaching to other less experienced staff.
Schedule
Full-time; 40+ hours/week
Flexible within core business hours, M-F (or as directed by management)
Occasional extended early morning or late evening hours, and weekends, typically with advance notice.
Workplace Essentials
Supports Tech CU's
Mission and Vision
and consistently demonstrates
Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate).
Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
Complies with Tech CU policies and procedures.
Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
Complies with requirements imposed by federal, state and local regulatory agencies.
Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
Qualifications
Education: Bachelor's Degree in related business discipline or equivalent work experience.
Experience:
7+ years of experience in related disciplines products, policies and procedures.
3+ years of outside sales or business development experience.
Knowledge/Skills/Abilities:
Strong leadership and sales acumen.
Solid time and project management skills.
Solid ability to self-manage priorities.
Self-motivated and goal driven.
Strong knowledge of financial products and services, the financial services industry and the competitive landscape.
Proficient in Microsoft Office products
Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts.
Strong knowledge and ability to facilitate workshops/seminars in-person and virtually
Positive disposition.
Solid team orientation.
Strong commitment to make excellence a habit.
Strong written, verbal and presentation skills.
Highly adaptive and open to changes as the organization grows and its needs evolve.
Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration.
Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice.
Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance.
Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.
Physical Requirements:
Walk/travel 60-80% of the time to develop business.
While in the office (headquarters, branch or remote office) may sit 20-40% of the time.
Keyboard and read computer screen for 75% of time during which one is seated.
Ability to lift items up to 25 lbs.
EQUAL EMPLOYMENT OPPORTUNITY
Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Pay and Benefits
Position Grade: 106
Salary Range: minimum-$97,000, midpoint-$116,000, maximum-$135,000
Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
Bonus Potential: Target 10% of base salary based on company and individual performance
Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.
Tech CU offers a comprehensive benefits package, including:
Health Coverage: Medical, dental, and vision plans
Income Protection: Life and disability insurance
Retirement: 401(k) plan with company match
Paid Holidays: 12 days annually
Paid Time Off (PTO):
Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year)
Increases with length of service
Voluntary Time Off (VTO):
8 hours annually for full-time employees to support charitable organizations
Additional Benefits:
Flexible Spending Accounts
Employee-paid voluntary benefits
Leaves of absence in compliance with state and federal regulations
Auto-ApplyJ.P. Morgan Wealth Management - Vice President - Supervisory Manager - San Jose, CA
San Jose, CA jobs
JobID: 210692959 JobSchedule: Full time JobShift: Day Base Pay/Salary: San Jose,CA $114,000.00-$180,000.00 J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job Responsibilities:
* Monitor and analyze the progress of active account and book reviews, as well as staff productivity.
* Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues.
* Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment.
* Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings.
* Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members.
* Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training.
* Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts.
* Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers.
* Identify and escalate potential issues to appropriate parties for further action.
* Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum.
* Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff.
Required Qualifications, Capabilities, and Skills:
* Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments.
* Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies.
* Eagerness to engage directly with clients and advisors.
* Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire.
* Competent knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices.
* Strong critical thinking, analytical research, and quantitative skills with the ability to provide clear, concise, and timely resolution to issues.
* Excellent written and verbal communication skills, including the ability to communicate with all levels of management.
* Exceptional time management, risk analysis, proven judgment, problem-resolution and decision-making skills.
* Ability to understand new investment products, Advisor/Banker compensation plans, and firm-wide policies and procedures to conduct reviews.
* Ability to build relationships across business functions to obtain necessary information for conducting reviews.
* Ability to travel 50% of the time.
Preferred Qualifications, Capabilities, and Skills:
* Bachelor's Degree preferred.
* Experience as a Supervisory or Compliance professional preferred.
* Advanced knowledge of FINRA, MSRB, and SEC rules and regulations.
* Experience working alongside Advisors preferred.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyVice President, Commercial Relationship Manager
San Diego, CA jobs
Full-time Description
The Commercial Relationship Manager is responsible for creating, developing, and managing a portfolio of commercial relationships within a specified region within the Bank's footprint. The incumbent in this position provides expert level advice to customers on opportunities to utilize the Bank's deposit, loan products, and treasury management services. The role is responsible for business development through a network of COI's and/or direct solicitation of CRE and C&I financing needs. The incumbent will be able to work independently and will meet or exceed the goals of the job with minimal oversight and/or direction.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Advanced credit analysis and underwriting with focus on more complex Commercial Loans and Real Estate Loans (including Construction and Participations).
Assists in establishing business relationships with real estate, commercial and/or agricultural clients; providing lending and product expertise to their financial service needs while ensuring loan quality and providing growth for the bank.
Responsible for ensuring credit facilities are in accordance with established policies and which result in maximum volume and profit for the bank. Also assists in developing and growing major customer relationships.
Maintains and seeks knowledge of bank products and services, operational systems/processes, industry trends.
Analyze and underwrite more complex business, and real estate loans for new and existing relationships thereby allowing for the extension of credit within our lending limits or presenting recommendations to Loan Committee.
Assist senior lending officers in identifying client needs, analyzing credit information, ensuring credit quality and timely provision of financial services that meet the needs of our customers.
Recommends to senior lending officers, banking products and services for present and potential customers.
Participates in the bank's credit process, providing credit analysis, preparing credit memorandums and at times, assisting with the management of our loan portfolio to ensure resolution of emerging problems and consistent credit quality.
Provides referrals to other Ramona National Bank bankers; makes appointments as necessary.
Listens to customer and staff inquires, requests and problems, resolves issues in a timely manner in accordance with expectations.
Tracks repetitive credit analysis and underwriting issues and shares with appropriate staff and senior credit management. Goal is to minimize problems and create and maintain efficient processes that can be improved, making more time for production efficiencies consistent with credit quality and profitability.
Maintains confidentiality for complex and sensitive issues.
Adheres to loan policies, procedures, and underwriting guidelines, also Risk Rating System Requirements.
Assist to assure loan documentation is in compliance with requirements as applicable.
Effectively prepares and presents credit memoranda.
Effectively analyzes and assesses financial information.
Assist in ensuring appropriate pricing and profitability of loans.
Ensures adequacy of financial information and spreads applicable financials on banks chosen format.
Develop, review and assess appropriate ratios, trends and other pertinent financial data related to the loan request.
Credit write-ups to be “complete” in terms of financial analysis, industry analysis and guarantor analysis. The credit memorandum should be able to be understood by individuals having no prior knowledge of the borrowing entity.
Completes applicable reports in a timely and accurate manner.
Effectively assist other staff in managing delinquencies and loan losses as requested.
Requirements
Knowledge/Skills/Abilities
Demonstrated computer proficiency to include use of Microsoft Office products and other programs as required.
Technical knowledge of the software used to spread financial information such as Cash, Fast, Basis, or other similar packages.
Ability to handle detail oriented transactions.
Good organizational, written and verbal communication skills.
Dedication to teamwork and enjoys working closely with others.
Good customer service skills, the ability to respond effectively to sensitive inquiries or complaints.
Education/ Licenses/ Work Experience
Bachelor's Degree in Accounting, or Finance.
Three to five years' experience in commercial banking/lending, underwriting, and credit analysis
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to talk or hear. The associate frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone. The associate is occasionally required to stand, walk, sit, and reach with hands and arms.
WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled.
Pay Range: $112,500 - $150,000 per year. Pay range may vary based on skills, experience, and location. Salary Description $112,500 to $150,000
Vice President, Commercial Relationship Manager
San Diego, CA jobs
Job DescriptionDescription:
The Commercial Relationship Manager is responsible for creating, developing, and managing a portfolio of commercial relationships within a specified region within the Bank's footprint. The incumbent in this position provides expert level advice to customers on opportunities to utilize the Bank's deposit, loan products, and treasury management services. The role is responsible for business development through a network of COI's and/or direct solicitation of CRE and C&I financing needs. The incumbent will be able to work independently and will meet or exceed the goals of the job with minimal oversight and/or direction.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Advanced credit analysis and underwriting with focus on more complex Commercial Loans and Real Estate Loans (including Construction and Participations).
Assists in establishing business relationships with real estate, commercial and/or agricultural clients; providing lending and product expertise to their financial service needs while ensuring loan quality and providing growth for the bank.
Responsible for ensuring credit facilities are in accordance with established policies and which result in maximum volume and profit for the bank. Also assists in developing and growing major customer relationships.
Maintains and seeks knowledge of bank products and services, operational systems/processes, industry trends.
Analyze and underwrite more complex business, and real estate loans for new and existing relationships thereby allowing for the extension of credit within our lending limits or presenting recommendations to Loan Committee.
Assist senior lending officers in identifying client needs, analyzing credit information, ensuring credit quality and timely provision of financial services that meet the needs of our customers.
Recommends to senior lending officers, banking products and services for present and potential customers.
Participates in the bank's credit process, providing credit analysis, preparing credit memorandums and at times, assisting with the management of our loan portfolio to ensure resolution of emerging problems and consistent credit quality.
Provides referrals to other Ramona National Bank bankers; makes appointments as necessary.
Listens to customer and staff inquires, requests and problems, resolves issues in a timely manner in accordance with expectations.
Tracks repetitive credit analysis and underwriting issues and shares with appropriate staff and senior credit management. Goal is to minimize problems and create and maintain efficient processes that can be improved, making more time for production efficiencies consistent with credit quality and profitability.
Maintains confidentiality for complex and sensitive issues.
Adheres to loan policies, procedures, and underwriting guidelines, also Risk Rating System Requirements.
Assist to assure loan documentation is in compliance with requirements as applicable.
Effectively prepares and presents credit memoranda.
Effectively analyzes and assesses financial information.
Assist in ensuring appropriate pricing and profitability of loans.
Ensures adequacy of financial information and spreads applicable financials on banks chosen format.
Develop, review and assess appropriate ratios, trends and other pertinent financial data related to the loan request.
Credit write-ups to be “complete” in terms of financial analysis, industry analysis and guarantor analysis. The credit memorandum should be able to be understood by individuals having no prior knowledge of the borrowing entity.
Completes applicable reports in a timely and accurate manner.
Effectively assist other staff in managing delinquencies and loan losses as requested.
Requirements:
Knowledge/Skills/Abilities
Demonstrated computer proficiency to include use of Microsoft Office products and other programs as required.
Technical knowledge of the software used to spread financial information such as Cash, Fast, Basis, or other similar packages.
Ability to handle detail oriented transactions.
Good organizational, written and verbal communication skills.
Dedication to teamwork and enjoys working closely with others.
Good customer service skills, the ability to respond effectively to sensitive inquiries or complaints.
Education/ Licenses/ Work Experience
Bachelor's Degree in Accounting, or Finance.
Three to five years' experience in commercial banking/lending, underwriting, and credit analysis
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to talk or hear. The associate frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone. The associate is occasionally required to stand, walk, sit, and reach with hands and arms.
WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled.
Pay Range: $112,500 - $150,000 per year. Pay range may vary based on skills, experience, and location.
Assistant Vice President, Technical Project Manager
Los Angeles, CA jobs
Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 25 cities worldwide.
We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.
For additional information please visit our website at ***********************
The AVP, Technical Project Manager in Technology Strategy & Operations is a key role that oversees and coordinates various Technology initiatives and projects across the organization. This position is designed for a seasoned professional who possesses a robust blend of technical acumen, project management expertise, and business analysis capabilities. The ideal candidate will have a proven track record of successfully driving complex, cross-functional projects from inception to completion, while consistently delivering value to stakeholders.
You will work closely with senior management, business stakeholders, and technical teams to ensure that the project objectives, scope, budget, timeline, quality, and risks are clearly defined and managed. You will also communicate effectively with all project participants and report on the project status, issues, and outcomes.
This role is a brand ambassador not only to technology at Oaktree but to the Technology Strategy & Operations team as we continue to grow and develop our brand. The Technology Strategy & Operations mission is to function as a visible center of excellence that promotes transformation, service excellence and disciplined execution supporting our digital transformation strategy, the success of our partners and the organization. We are an ambitious team with an entrepreneurial mindset. We seek to inspire, influence and collaborate within and across teams.
Responsibilities
As the AVP, Technical Project Manager, you will have the following responsibilities:
* Project Leadership: Lead and manage multiple technical projects simultaneously, overseeing all phases from initiation through delivery and post-implementation review. Develop project plans, timelines, resource allocations, budgets, and risk management frameworks.
* Business Analysis: Collaborate with stakeholders to gather, analyze, and document business requirements. Translate business needs into technical specifications and solutions that add measurable value.
* Stakeholder Management: Build strong relationships with business and technology stakeholders at all levels. Act as the primary point of contact between business units and technical teams, ensuring clear and timely communication.
* Strategy Execution: Align project objectives with organizational strategy and goals. Identify opportunities for process improvement and innovation, leveraging technology to drive business growth.
* Risk and Issue Management: Proactively identify project risks and issues, developing mitigation strategies and contingency plans. Ensure transparent escalation and resolution of critical issues.
* Resource Coordination: Coordinate and lead cross-functional project teams, including internal staff, external vendors, and consultants. Facilitate effective collaboration and ensure accountability for project deliverables.
* Quality Assurance: Establish and enforce best practices in project management and business analysis. Monitor project progress and ensure deliverables meet quality standards and stakeholder expectations.
* Change Management: Develop and implement change management strategies to ensure successful adoption of new processes, systems, and technologies. Prepare and deliver training, documentation, and support as needed.
Qualifications
The ideal candidate will have the following qualifications:
* 5+ years of experience in Technology project management, and ideally supplemented with process improvement, technical business analysis, and/or product management.
* A high degree of professionalism, integrity, and accountability, and the ability to manage multiple priorities and competing demands.
* Self-starter with proven ability to manage delivery/execution of a wide range of tasks and initiatives.
* Ability to identify problems and provide a path for solution or escalation
* Proven experience developing partnerships with and successfully coordinating across various stakeholders
* Strong listening and verbal/written communications with ability to tailor message to audience
* Ability to work independently, proactively and possess a strong sense of accountability/ownership
* Strong familiarity with SDLC processes (e.g., Waterfall) and Agile Methodology
* Eagerness to learn the business and understand detailed technical requirements
* Ability to use desktop tools to develop presentations for senior management.
* Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint
* Well versed in Jira and Confluence.
* Project Management certification or successful completion of a recognized project management curriculum is preferred.
* Reporting and Documentation: Provide regular project status reports to senior leadership and stakeholders, highlighting achievements, challenges, risks, and next steps. Maintain comprehensive project documentation throughout the project lifecycle.
Knowledge, Skills & Abilities
* Requires minimal supervision; models effective leadership skills; communicates effectively with other project team members.
* Demonstrate decisiveness in resolving business problems, making decisions and identifying priorities.
* Critical thinking and problem-solving skills. Strong knowledge of Project and Program Management practices, processes and tools.
* Works creatively and analytically in a problem-solving environment demonstrating teamwork & innovation.
* Strong knowledge of the IT landscape, including applications, infrastructure, security, data, and cloud technologies, and the ability to align them with business needs and objectives.
* Listens intently to what other people are saying, taking time to understand the points being made, asking questions when appropriate, and allowing for professional courtesy in conversations.
* A passion for learning, innovation, and continuous improvement, and the willingness to share knowledge and best practices with others.
* Builds mutual trust and encourages respect and cooperation among team members.
* Proven ability to demonstrate a drive for results and accountability of business needs.
* Proven ability to work in an ambiguous environment and collaborate across multiple areas in order to achieve a common business objective.
* Interpersonal skills to influence and spur change, facilitate and enhance performance within a cross - functional environment.
* Detail oriented with excellent follow-through skills.
* Ability to prioritize, plan, and organize work and deliverables.
* Influential, focused, and versatile team player that is comfortable under pressure.
* Takes steps to preserve the high confidentiality of strategic business data.
Education
* Bachelor's degree in computer science, information systems or related field.
* Financial services experience preferred but not required.
Base Salary Range
$130,000-$150,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
For positions based in Los Angeles
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
Auto-ApplyAssistant Vice President, Technical Project Manager
Los Angeles, CA jobs
Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 25 cities worldwide.
We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.
For additional information please visit our website at ***********************
The AVP, Technical Project Manager in Technology Strategy & Operations is a key role that oversees and coordinates various Technology initiatives and projects across the organization. This position is designed for a seasoned professional who possesses a robust blend of technical acumen, project management expertise, and business analysis capabilities. The ideal candidate will have a proven track record of successfully driving complex, cross-functional projects from inception to completion, while consistently delivering value to stakeholders.
You will work closely with senior management, business stakeholders, and technical teams to ensure that the project objectives, scope, budget, timeline, quality, and risks are clearly defined and managed. You will also communicate effectively with all project participants and report on the project status, issues, and outcomes.
This role is a brand ambassador not only to technology at Oaktree but to the Technology Strategy & Operations team as we continue to grow and develop our brand. The Technology Strategy & Operations mission is to function as a visible center of excellence that promotes transformation, service excellence and disciplined execution supporting our digital transformation strategy, the success of our partners and the organization. We are an ambitious team with an entrepreneurial mindset. We seek to inspire, influence and collaborate within and across teams.
Responsibilities
As the AVP, Technical Project Manager, you will have the following responsibilities:
Project Leadership: Lead and manage multiple technical projects simultaneously, overseeing all phases from initiation through delivery and post-implementation review. Develop project plans, timelines, resource allocations, budgets, and risk management frameworks.
Business Analysis: Collaborate with stakeholders to gather, analyze, and document business requirements. Translate business needs into technical specifications and solutions that add measurable value.
Stakeholder Management: Build strong relationships with business and technology stakeholders at all levels. Act as the primary point of contact between business units and technical teams, ensuring clear and timely communication.
Strategy Execution: Align project objectives with organizational strategy and goals. Identify opportunities for process improvement and innovation, leveraging technology to drive business growth.
Risk and Issue Management: Proactively identify project risks and issues, developing mitigation strategies and contingency plans. Ensure transparent escalation and resolution of critical issues.
Resource Coordination: Coordinate and lead cross-functional project teams, including internal staff, external vendors, and consultants. Facilitate effective collaboration and ensure accountability for project deliverables.
Quality Assurance: Establish and enforce best practices in project management and business analysis. Monitor project progress and ensure deliverables meet quality standards and stakeholder expectations.
Change Management: Develop and implement change management strategies to ensure successful adoption of new processes, systems, and technologies. Prepare and deliver training, documentation, and support as needed.
Qualifications
The ideal candidate will have the following qualifications:
5+ years of experience in Technology project management, and ideally supplemented with process improvement, technical business analysis, and/or product management.
A high degree of professionalism, integrity, and accountability, and the ability to manage multiple priorities and competing demands.
Self-starter with proven ability to manage delivery/execution of a wide range of tasks and initiatives.
Ability to identify problems and provide a path for solution or escalation
Proven experience developing partnerships with and successfully coordinating across various stakeholders
Strong listening and verbal/written communications with ability to tailor message to audience
Ability to work independently, proactively and possess a strong sense of accountability/ownership
Strong familiarity with SDLC processes (e.g., Waterfall) and Agile Methodology
Eagerness to learn the business and understand detailed technical requirements
Ability to use desktop tools to develop presentations for senior management.
Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint
Well versed in Jira and Confluence.
Project Management certification or successful completion of a recognized project management curriculum is preferred.
Reporting and Documentation: Provide regular project status reports to senior leadership and stakeholders, highlighting achievements, challenges, risks, and next steps. Maintain comprehensive project documentation throughout the project lifecycle.
Knowledge, Skills & Abilities
Requires minimal supervision; models effective leadership skills; communicates effectively with other project team members.
Demonstrate decisiveness in resolving business problems, making decisions and identifying priorities.
Critical thinking and problem-solving skills. Strong knowledge of Project and Program Management practices, processes and tools.
Works creatively and analytically in a problem-solving environment demonstrating teamwork & innovation.
Strong knowledge of the IT landscape, including applications, infrastructure, security, data, and cloud technologies, and the ability to align them with business needs and objectives.
Listens intently to what other people are saying, taking time to understand the points being made, asking questions when appropriate, and allowing for professional courtesy in conversations.
A passion for learning, innovation, and continuous improvement, and the willingness to share knowledge and best practices with others.
Builds mutual trust and encourages respect and cooperation among team members.
Proven ability to demonstrate a drive for results and accountability of business needs.
Proven ability to work in an ambiguous environment and collaborate across multiple areas in order to achieve a common business objective.
Interpersonal skills to influence and spur change, facilitate and enhance performance within a cross - functional environment.
Detail oriented with excellent follow-through skills.
Ability to prioritize, plan, and organize work and deliverables.
Influential, focused, and versatile team player that is comfortable under pressure.
Takes steps to preserve the high confidentiality of strategic business data.
Education
Bachelor's degree in computer science, information systems or related field.
Financial services experience preferred but not required.
Base Salary Range
$130,000-$150,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
For positions based in Los Angeles
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
Auto-ApplyVP/Data Analytics Delivery Manager
Fairfield, CA jobs
The Data Analytics Delivery Manager will lead a team of data analysts while staying involved in hands on development and technical work. Reporting to the Department head, this role drives the end-to-end delivery of high-quality analytical solutions that support decision making across the Bank. This role will combine strong technical expertise with the ability to turn business questions into clear, actionable analytics. They will ensure that daily work is organized, documented, and executed to a high standard. It will also play a key part in advancing the Bank's shift toward modern cloud platforms, contributing to the implementation of Snowflake and Microsoft Fabric as we evolve our cloud analytics capability
Responsibilities
* In coordination with the department head, prioritize, assign and oversee the tasks backlog.
* Design, build, and maintain data models, reports, and dashboards using advanced DAX and Power Query.
* Maintain the Retail Sales and Development Department's performance monitoring goals and scorecards data solutions.
* Gather, refine and document technical requirements for analytics solutions, reports or queries from business stakeholders and subject matter experts.
* Serve as the team subject matter expert for query design across various data sources.
* Review and validate the work of the analysts including data models and queries to ensure accurate, auditable reporting.
* Oversee the creation of documentation including data dictionaries, code comments, knowledge articles and catalogs.
* Ensure the Bank's critical code, reports and related assets are version-controlled with traceable and reviewable changes.
* Coordinate proactive monitoring and troubleshooting of analytics across platforms.
* Support data modernization initiatives defined by the department head and executed with other colleagues.
* Migrate existing reports and datasets from legacy sources to systems such as Snowflake and Microsoft Fabric, ensuring accuracy and functional parity.
* Build new analytics solutions leveraging Snowflake and Microsoft Fabric, including reusable Dataflows pipelines and phased adoption of medallion-style architecture.
* Supervise, train and motivate data analysts.
Qualifications
* Bachelor's degree in a relevant field or high school diploma with minimum 2 years of related experience required.
* Minimum 5 years of experience in data analytics, business intelligence or equivalent.
* 1+ year of technical leadership or senior analyst responsibilities strongly preferred.
* Advanced Power BI expertise (DAX, Calculations, Power Query, Desktop and Service).
* Strong Microsoft SQL skills related to query design, validation, and testing.
* Strong understanding of data modeling concepts (grain, keys, relationships, fact/dimension structures).
* Experience with version control systems (preferably Azure DevOps and/or Git).
* MS Office proficiency required (including SharePoint).
* Strong organizational, problem-solving, and analytical skills.
* Acute attention to detail.
* Excellent written and verbal communication skills.
PREFERRED SKILLS:
* Banking or financial services experience.
* Experience with Fiserv Premier, Q2 EVE, Abrigo Sageworks, and/or Salesforce Marketing Cloud.
* Experience with IBM Cognos Analytics.
* Experience with Altair Monarch Data Prep Studio and Server.
* Experience with Progress MoveIt for task automation.
* Experience with Snowflake, Microsoft Fabric or other data SaaS/PaaS solutions.
* Experience with scripting or RPA to optimize data tasks.
* Experience working in an Agile or iterative delivery environment.
WORKING CONDITIONS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.
Perform routine and typical tasks of an office such as typing, taking notes, reading/reviewing, computer work, filing, copying, answering phones, etc. that may require employee to view, stand, stoop, kneel, or crouch and lift. Position requires flexibility and willingness to be available to work generally during normal business hours, but can include early mornings (6am), evenings and weekends.
The successful candidate will be required to prove on the first day of work that they are legally authorized to work in the U.S. The Bank will not sponsor a candidate for a visa or for work authorization.
COMPENSATION: $110 to $140,000 annually
Auto-ApplyVP, Procurement & Facilities Manager
Los Angeles, CA jobs
Responsible for the Real Estate Facilities function of the Bank ensuring that the various Bank locations meet the physical and safety needs of all employees. Oversees Project Construction of new and expanding offices. Ensures facilities projects and the Bank's leases are properly managed. Oversees the Purchasing function of the Bank through negotiating and ensuring goods and services are procured in a cost-effective manner. Accountable for the retention and destruction of Bank physical records in accordance with applicable regulations.
Salary: $110,000 - $140,000
Location: Los Angeles, California
Hybrid Eligibility: Yes
Auto-ApplySenior Client Service Manager AVP
Long Beach, CA jobs
The Senior Client Service Manager is accountable for a wide range of responsibilities and duties to ensure the daily delivery of optimal service, operations and sales to both customers of the bank and other departments and employees of the bank through their assigned branch. The Senior Client Service Manager is directly responsible for leading by example in the areas of service, operations and sales to establish the standards that all other employees of the branch are to follow. This is accomplished through coaching and mentoring of individuals assigned to the branch that is positive, objective and delivered in a method that is consistent with valuing each individual employee's overall contributions. Structured coaching to identify specific opportunities for improvement is conducted and delivered in a consistent manner that is both constructive and useful to the employee.
Essential Duties
The Senior Client Service Manager reports directly to their Branch Manager and/or Branch Banking Regional Manager and is accountable for supporting the daily employee coaching routines that produce measureable results in the areas of service, operations and sales. The measurement(s) of this accountability will be through various reporting, meetings, and direct observations to evidence measureable and meaningful improvements across operations, service and sales.
Daily employee training, coaching and mentoring is a key component of the duties of the Senior Client Service Manager especially as it relates to identifying moments of opportunity for cross-sell, retention of accounts and the acquisition of new deposit relationships (both personal & business).
Sales effectiveness is measured both on new relationships as well as on the existing portfolio of customers. Senior Client Service Managers will support the goals of the branch. Sales integrity to ensure all products and services sold are genuinely understood and beneficial to each customer is a non-negotiable. There is zero-tolerance for unethical sales behaviors. Sales results will be measured by profitability and overall value to the bank through regular reporting and other measurements.
Operationally integrity is one of three key areas of responsibility for the Senior Client Service Manager as it relates to their assigned branch. The branch must successfully meet any and all audit requirements (especially relating to regulatory and compliance requirements).
Senior Client Service Managers, as appropriate, actively participate and are regularly involved in the communities in which they operate by supporting through attendance and other appropriate activities those organizations that mirror the bank's core values.
Communicating and effectively partnering with other departments of the bank in the areas of operations, service and sales is essential to the success of their position and ultimately the branch.
Responsible for making and logging client contact calls to support the banks efforts in staying in communication with the customers and engaging them on an annual basis.
Required Knowledge
Business Products and Services
Bank Policies
Bank Secrecy Act
Privacy Laws
Awareness of Federal Guidelines and Regulations
Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. Acts as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met.
Basic Knowledge, Skills and Abilities
Additionally, there is an on-going recruiting effort by the Senior Client Service Manager to find top talent for their branch and this is an integral part of the position. The ability to identify, recruit and retain top talent is essential.
The ability to be decisive, hold to accountabilities, and create action is fundamental to the position.
Equipment Operated
Desk top Computers
Standard Office Equipment (copiers, fax machines)
Physical Requirements & Work Environment
Requires repetitive movement.
Requires sitting for prolonged periods of time.
Requires lifting up to 25lbs.
Requires using hands to handle, control or feel objects.
Office setting w/controlled temperature.
Education and Experience
Bachelor's Degree or equivalent work experience required
Senior Client Service Managers should have a minimum of 3 to 5 years of branch experience managing branch employees and/or managing sales or operations of the branch.
As a part of the Bank's internal control systems, employees holding sensitive positions must have a separation of duties each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet a minimum absence requirement of one week each and every calendar year.
This is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.
Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.
Auto-ApplyAVP, Branch Manager - Laguna Hills
Laguna Hills, CA jobs
**BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN
**THE OPPORTUNITY**
Responsible for delivering an exceptional customer experience and providing clarity, focus and motivation to achieve branch excellence. The Branch Manager is responsible for championing an exceptional client experience, ensuring compliance and mitigating risk while partnering with other partners in the bank for overall growth of the branch all while adhering to Bank and regulatory policies and guidelines. To accomplish this, the Branch Manager builds and develops a diverse and high performing branch team. Performs all duties in accordance with the company's policies, standards, and procedures, all U.S. state and federal laws and regulations.
**HOW YOU'LL MAKE A DIFFERENCE**
+ Engages in organic growth activities through an exceptional client experience. The Branch Manager will actively partner with various departments and service their customer base with the united goal of bank growth through service.
+ Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules, and providing necessary training.
+ Assumes responsibility and is accountable for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures.
+ Assures audit compliance and procedure quality control and recommends and imitates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and state and federal regulations.
+ Treats people with respect; keeps commitments; inspires the trust of others; works ethnically and with integrity, upholds organizational values; accepts responsibility for own actions.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
+ Performs other duties and projects as assigned.
**WHAT YOU'LL BRING**
+ Minimum of 8 years of related experience in banking which should include 4 years of branch management and operations
+ High School Diploma or equivalent is required
+ Associate's degree or higher is preferred
+ Current California driver's license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities.
+ Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA), in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA state and federal) and Community Reinvestment Act (CRA).
+ Creates a compelling vision of the future and translates it into action, linking others' contributions to the success of Banc of California.
+ Develops talent by creating engaged, inclusive and diverse teams who are empowered to speak freely and act with integrity.
+ Demonstrates energy and a desire to succeed; follow through on commitments, pushes self and others to deliver exceptional results.
+ Recognizes the need for, takes personal accountability to adapt, and leads others through organizational change.
+ Develops sales strategies that incorporate client segments, market opportunities, completive forces and sales force effectiveness.
+ Identifies priorities and ensures sales teams execute against plans that focus on deepening client relationships, elevating market share and increasing share of wallet.
+ Drives sales teams to build a strong pipeline of prospects and clients.
+ Strong team player who is proactive and driven to achieve results.
+ Advanced experience, knowledge and training in progressively responsible branch management and supervisory activities, financial statement and tax return preparation and all lending activities and terminology.
+ Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
+ Advance math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
+ Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
+ Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis.
+ Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone.
**HOW WE'LL SUPPORT YOU**
+ **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
+ **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
+ **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
+ **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off.
+ **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
**SALARY RANGE**
The full-time base salary range for this position is $68,400.00 - $85,000.00 USD a year. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
AVP, Branch Manager - Laguna Hills
Laguna Hills, CA jobs
BANC OF CALIFORNIA AND YOUR CAREER
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN
THE OPPORTUNITY
Responsible for delivering an exceptional customer experience and providing clarity, focus and motivation to achieve branch excellence. The Branch Manager is responsible for championing an exceptional client experience, ensuring compliance and mitigating risk while partnering with other partners in the bank for overall growth of the branch all while adhering to Bank and regulatory policies and guidelines. To accomplish this, the Branch Manager builds and develops a diverse and high performing branch team. Performs all duties in accordance with the company's policies, standards, and procedures, all U.S. state and federal laws and regulations.
HOW YOU'LL MAKE A DIFFERENCE
Engages in organic growth activities through an exceptional client experience. The Branch Manager will actively partner with various departments and service their customer base with the united goal of bank growth through service.
Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules, and providing necessary training.
Assumes responsibility and is accountable for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures.
Assures audit compliance and procedure quality control and recommends and imitates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and state and federal regulations.
Treats people with respect; keeps commitments; inspires the trust of others; works ethnically and with integrity, upholds organizational values; accepts responsibility for own actions.
Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
Performs other duties and projects as assigned.
WHAT YOU'LL BRING
Minimum of 8 years of related experience in banking which should include 4 years of branch management and operations
High School Diploma or equivalent is required
Associate's degree or higher is preferred
Current California driver's license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities.
Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA), in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA state and federal) and Community Reinvestment Act (CRA).
Creates a compelling vision of the future and translates it into action, linking others' contributions to the success of Banc of California.
Develops talent by creating engaged, inclusive and diverse teams who are empowered to speak freely and act with integrity.
Demonstrates energy and a desire to succeed; follow through on commitments, pushes self and others to deliver exceptional results.
Recognizes the need for, takes personal accountability to adapt, and leads others through organizational change.
Develops sales strategies that incorporate client segments, market opportunities, completive forces and sales force effectiveness.
Identifies priorities and ensures sales teams execute against plans that focus on deepening client relationships, elevating market share and increasing share of wallet.
Drives sales teams to build a strong pipeline of prospects and clients.
Strong team player who is proactive and driven to achieve results.
Advanced experience, knowledge and training in progressively responsible branch management and supervisory activities, financial statement and tax return preparation and all lending activities and terminology.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
Advance math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis.
Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone.
HOW WE'LL SUPPORT YOU
Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
SALARY RANGE
The full-time base salary range for this position is $68,400.00 - $85,000.00 USD a year. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
AVP/VP, Branch Manager
Richmond, CA jobs
Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch.
ESSENTIAL FUNCTIONS
Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank.
Make regular business development calls to solicit new business (loans, deposits) or improve services to clients.
Oversee and/or train/guide staff to provide clients with appropriate Bank products and services.
Insure that staff members provide continuous quality service to clients.
Represent the bank in the community through involvement in various civic and charitable activities.
Assure compliance with the bank's policies and procedures.
Maintain non-discriminatory practices in business.
Perform miscellaneous duties as assigned.
Sales & Service Responsibilities
Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff.
Assess sales results of the branch.
Work with marketing dept. to develop sales programs and/or campaigns.
Hold weekly sales/service meetings for briefings and debriefings.
Motivate staff to solicit sales and give commendable service.
Supervise training of staff on product knowledge, sales and service techniques.
Provide clients with appropriate bank products and services to meet the clients' needs.
Build/enhance business relationship with clients.
Lending Responsibilities
Make business development calls to solicit loans.
Maintain, promote, enhance business relationship with clients.
Administration Responsibilities
Set annual budget and business goal for the branch.
Monitor monthly income and control expense of the branch.
Ensure a satisfactory branch overall audit.
Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management.
Arrange for appropriate training and cross training of staffs when needed.
Address and resolve human resource issues when needed.
Understand personnel policies and procedures and treat staffs fairly.
Operations Responsibilities
Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines
Ensure a satisfactory branch audit is met.
Authorities
Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items.
Sign official checks and other documents.
Provide signature guaranty.
Have authority to directly resolve errors and clients complaints.
Hire and fire staff with the concurrence of senior management and Human Resources department personnel.
QUALIFICATIONS
Education:
College degree in business or finance preferred.
Experience:
At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred.
Good knowledge of commercial lending products.
Thorough knowledge of federal/state and IRS regulations.
Skills/Ability:
Leadership qualities: ability to plan, organize, motivate, supervise, and delegate.
Ability to create a team environment.
Accountable; ability to make decisions and assume responsibility for those decisions.
Strong sales and sales management ability.
Ability to exercise sound judgment.
Excellent interpersonal and verbal/written communication skills.
Interpersonal skills necessary to conduct business development calls.
Bilingual Mandarin or Cantonese preferred.
OTHER DETAILS
AVP: $70K - $90K / year
VP: $85K - $108K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
AVP/VP, Branch Manager
Oakland, CA jobs
Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch.
ESSENTIAL FUNCTIONS
Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank.
Make regular business development calls to solicit new business (loans, deposits) or improve services to clients.
Oversee and/or train/guide staff to provide clients with appropriate Bank products and services.
Insure that staff members provide continuous quality service to clients.
Represent the bank in the community through involvement in various civic and charitable activities.
Assure compliance with the bank's policies and procedures.
Maintain non-discriminatory practices in business.
Perform miscellaneous duties as assigned.
Sales & Service Responsibilities
Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff.
Assess sales results of the branch.
Work with marketing dept. to develop sales programs and/or campaigns.
Hold weekly sales/service meetings for briefings and debriefings.
Motivate staff to solicit sales and give commendable service.
Supervise training of staff on product knowledge, sales and service techniques.
Provide clients with appropriate bank products and services to meet the clients' needs.
Build/enhance business relationship with clients.
Lending Responsibilities
Make business development calls to solicit loans.
Maintain, promote, enhance business relationship with clients.
Administration Responsibilities
Set annual budget and business goal for the branch.
Monitor monthly income and control expense of the branch.
Ensure a satisfactory branch overall audit.
Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management.
Arrange for appropriate training and cross training of staffs when needed.
Address and resolve human resource issues when needed.
Understand personnel policies and procedures and treat staffs fairly.
Operations Responsibilities
Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines
Ensure a satisfactory branch audit is met.
Authorities
Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items.
Sign official checks and other documents.
Provide signature guaranty.
Have authority to directly resolve errors and clients complaints.
Hire and fire staff with the concurrence of senior management and Human Resources department personnel.
QUALIFICATIONS
Education:
College degree in business or finance preferred.
Experience:
At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred.
Good knowledge of commercial lending products.
Thorough knowledge of federal/state and IRS regulations.
Skills/Ability:
Leadership qualities: ability to plan, organize, motivate, supervise, and delegate.
Ability to create a team environment.
Accountable; ability to make decisions and assume responsibility for those decisions.
Strong sales and sales management ability.
Ability to exercise sound judgment.
Excellent interpersonal and verbal/written communication skills.
Interpersonal skills necessary to conduct business development calls.
Bilingual Mandarin or Cantonese preferred.
OTHER DETAILS
AVP: $70K - $90K / year
VP: $85K - $108K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
AVP, Branch Manager
San Francisco, CA jobs
Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch.
ESSENTIAL FUNCTIONS
Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank.
Make regular business development calls to solicit new business (loans, deposits) or improve services to clients.
Oversee and/or train/guide staff to provide clients with appropriate Bank products and services.
Insure that staff members provide continuous quality service to clients.
Represent the bank in the community through involvement in various civic and charitable activities.
Assure compliance with the bank's policies and procedures.
Maintain non-discriminatory practices in business.
Perform miscellaneous duties as assigned.
Sales & Service Responsibilities
Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff.
Assess sales results of the branch.
Work with marketing dept. to develop sales programs and/or campaigns.
Hold weekly sales/service meetings for briefings and debriefings.
Motivate staff to solicit sales and give commendable service.
Supervise training of staff on product knowledge, sales and service techniques.
Provide clients with appropriate bank products and services to meet the clients' needs.
Build/enhance business relationship with clients.
Lending Responsibilities
Make business development calls to solicit loans.
Maintain, promote, enhance business relationship with clients.
Administration Responsibilities
Set annual budget and business goal for the branch.
Monitor monthly income and control expense of the branch.
Ensure a satisfactory branch overall audit.
Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management.
Arrange for appropriate training and cross training of staffs when needed.
Address and resolve human resource issues when needed.
Understand personnel policies and procedures and treat staffs fairly.
Operations Responsibilities
Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines
Ensure a satisfactory branch audit is met.
Authorities
Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items.
Sign official checks and other documents.
Provide signature guaranty.
Have authority to directly resolve errors and clients complaints.
Hire and fire staff with the concurrence of senior management and Human Resources department personnel.
QUALIFICATIONS
Education:
College degree in business or finance preferred.
Experience:
At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred.
Good knowledge of commercial lending products.
Thorough knowledge of federal/state and IRS regulations.
Skills/Ability:
Leadership qualities: ability to plan, organize, motivate, supervise, and delegate.
Ability to create a team environment.
Accountable; ability to make decisions and assume responsibility for those decisions.
Strong sales and sales management ability.
Ability to exercise sound judgment.
Excellent interpersonal and verbal/written communication skills.
Interpersonal skills necessary to conduct business development calls.
Bilingual Mandarin or Cantonese preferred.
OTHER DETAILS
$80K - $100K / year Pay determined based on job-related knowledge, skills, experience, and location.
AVP, Branch Manager
Dublin, CA jobs
Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch.
ESSENTIAL FUNCTIONS
Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank.
Make regular business development calls to solicit new business (loans, deposits) or improve services to clients.
Oversee and/or train/guide staff to provide clients with appropriate Bank products and services.
Insure that staff members provide continuous quality service to clients.
Represent the bank in the community through involvement in various civic and charitable activities.
Assure compliance with the bank's policies and procedures.
Maintain non-discriminatory practices in business.
Perform miscellaneous duties as assigned.
Sales & Service Responsibilities
Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff.
Assess sales results of the branch.
Work with marketing dept. to develop sales programs and/or campaigns.
Hold weekly sales/service meetings for briefings and debriefings.
Motivate staff to solicit sales and give commendable service.
Supervise training of staff on product knowledge, sales and service techniques.
Provide clients with appropriate bank products and services to meet the clients' needs.
Build/enhance business relationship with clients.
Lending Responsibilities
Make business development calls to solicit loans.
Maintain, promote, enhance business relationship with clients.
Administration Responsibilities
Set annual budget and business goal for the branch.
Monitor monthly income and control expense of the branch.
Ensure a satisfactory branch overall audit.
Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management.
Arrange for appropriate training and cross training of staffs when needed.
Address and resolve human resource issues when needed.
Understand personnel policies and procedures and treat staffs fairly.
Operations Responsibilities
Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines
Ensure a satisfactory branch audit is met.
Authorities
Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items.
Sign official checks and other documents.
Provide signature guaranty.
Have authority to directly resolve errors and clients complaints.
Hire and fire staff with the concurrence of senior management and Human Resources department personnel.
QUALIFICATIONS
Education:
College degree in business or finance preferred.
Experience:
At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred.
Good knowledge of commercial lending products.
Thorough knowledge of federal/state and IRS regulations.
Skills/Ability:
Leadership qualities: ability to plan, organize, motivate, supervise, and delegate.
Ability to create a team environment.
Accountable; ability to make decisions and assume responsibility for those decisions.
Strong sales and sales management ability.
Ability to exercise sound judgment.
Excellent interpersonal and verbal/written communication skills.
Interpersonal skills necessary to conduct business development calls.
Bilingual Mandarin or Cantonese preferred.
OTHER DETAILS
$70K - $90K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
AVP, Branch Manager
Rancho Cucamonga, CA jobs
Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch.
ESSENTIAL FUNCTIONS
Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank.
Make regular business development calls to solicit new business (loans, deposits) or improve services to clients.
Oversee and/or train/guide staff to provide clients with appropriate Bank products and services.
Insure that staff members provide continuous quality service to clients.
Represent the bank in the community through involvement in various civic and charitable activities.
Assure compliance with the bank's policies and procedures.
Maintain non-discriminatory practices in business.
Perform miscellaneous duties as assigned.
Sales & Service Responsibilities
Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff.
Assess sales results of the branch.
Work with marketing dept. to develop sales programs and/or campaigns.
Hold weekly sales/service meetings for briefings and debriefings.
Motivate staff to solicit sales and give commendable service.
Supervise training of staff on product knowledge, sales and service techniques.
Provide clients with appropriate bank products and services to meet the clients' needs.
Build/enhance business relationship with clients.
Lending Responsibilities
Make business development calls to solicit loans.
Maintain, promote, enhance business relationship with clients.
Administration Responsibilities
Set annual budget and business goal for the branch.
Monitor monthly income and control expense of the branch.
Ensure a satisfactory branch overall audit.
Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management.
Arrange for appropriate training and cross training of staffs when needed.
Address and resolve human resource issues when needed.
Understand personnel policies and procedures and treat staffs fairly.
Operations Responsibilities
Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines
Ensure a satisfactory branch audit is met.
Authorities
Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items.
Sign official checks and other documents.
Provide signature guaranty.
Have authority to directly resolve errors and clients complaints.
Hire and fire staff with the concurrence of senior management and Human Resources department personnel.
QUALIFICATIONS
Education:
College degree in business or finance preferred.
Experience:
At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred.
Good knowledge of commercial lending products.
Thorough knowledge of federal/state and IRS regulations.
Skills/Ability:
Leadership qualities: ability to plan, organize, motivate, supervise, and delegate.
Ability to create a team environment.
Accountable; ability to make decisions and assume responsibility for those decisions.
Strong sales and sales management ability.
Ability to exercise sound judgment.
Excellent interpersonal and verbal/written communication skills.
Interpersonal skills necessary to conduct business development calls.
Bilingual Mandarin or Cantonese preferred.
OTHER DETAILS
$70K - $90K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
AVP, Applications Manager
Rosemead, CA jobs
The Applications Manager's role is to supervise and maintain the organization's repository of software applications through best practices and the appropriate staffing and management of a technical team. The Applications Manager is also responsible for planning and coordinating the processes required for the provision of user applications and systems necessary for business operations. This individual will apply proven communication and problem-solving skills to guide and assist the user group on issues related to the design, development, and deployment of mission-critical information and software systems.
DIRECT REPORTS
Applications Support Team
ESSENTIAL FUNCTIONS
Ensure that applications meet business requirements and systems goals, fulfill end-user requirements, and identify and resolve systems issues.
Review and analyze existing applications effectiveness and efficiency, and then develop strategies for improving or leveraging these systems.
Cultivate and disseminate knowledge of application-usage best practices.
Research and make recommendations on software products and services in support of procurement and development efforts.
Evaluate, install, configure, and deploy new applications, systems software, products, and/or enhancements to existing applications throughout the enterprise.
Collaborate with analysts, designers, and system owners in the testing of new software programs and applications.
Analyze documentation and technical specifications of any new application under deployment or consideration to determine its intended functionality.
Ensure that any new software integration into company systems meets functional requirements, system compliance, and interface specifications.
Design, develop, and install application enhancements and upgrades.
Coordinate feasibility studies for software and system products under consideration for purchase, and give advice based on findings.
Contribute to pre-testing phase of development by evaluating proposals in order to identify potential problem areas and make appropriate recommendations.
Negotiate contracts with software and service providers.
Liaise with the company's software suppliers for prompt rectification of any problems or emergencies.
Liaise with network administrators and software engineers to assist with quality assurance, program logic, and data processing.
Compile and maintain inventory of company software and systems assets and their corresponding contracts/agreements.
Develop and communicate training and documentation for end users, hold clinics as necessary, and other user-related activities.
Develop, distribute, and coordinate in-depth end-user reviews for modified and new systems or applications.
Direct the application team in support of business operations.
Manage and provide guidance to the Applications Support Team, including writing annual performance evaluations and providing balanced feedback.
QUALIFICATIONS
Education:
Four-year university degree or college diploma in the field of computer science.
Experience:
Minimum 5 years of direct experience managing applications and/or systems management.
Minimum 3 years of experience managing a team.
Experience in overseeing the direction, development, and implementation of software solutions.
Hands-on experience with automated software management tools.
Strong knowledge of system and software quality assurance best practices and methodologies.
Experience with core banking software applications, including FIS, Fiserv, Finastra, Temenos, Jack Henry, etc.
Working knowledge of network and PC operating systems
Working knowledge of current network hardware, protocols, and standards
Knowledge of applicable data privacy practices and laws.
Skills/Ability:
Excellent written and oral communication skills.
Excellent listening and interpersonal skills.
Strong customer-service orientation.
Good project management skills and/or substantial exposure to project-based work structures.
Ability to communicate ideas in both technical and user-friendly language.
Ability to conduct research into application issues and products.
Highly self-motivated and directed.
Keen attention to detail.
Ability to effectively prioritize and execute tasks in a high-pressure environment.
Experience working in a team-oriented, collaborative environment.
OTHER DETAILS
$90K - $105K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.