Investment banker jobs in Carlsbad, CA

Mid -Level Associate | Investment Funds | AmLaw 100 Firm Offices: New York, Boston, Chicago, Houston, San Diego, Washington, D.C. Our AmLaw 100 client is seeking a mid -level associate to join its Investment Funds group. This is a key opportunity for attorneys with private equity fund formation experience to step into a high -impact role at a top -tier platform. The Role You'll advise fund sponsors on structuring and launching private investment vehicles across a range of asset classes. Expect to handle fund formation, internal sponsor arrangements, operational matters, and regulatory issues. The group operates at scale across major financial centers and is known for its cross -office collaboration and sophisticated sponsor -side work. What You Bring At least 3 years of experience focused on private equity fund formation Exposure to fund operations and regulatory frameworks Strong drafting skills and the ability to manage complex workstreams Experience advising institutional clients on sponsor -side matters is key Why This Role The team is deeply entrenched in sponsor -side work across North America, Europe, and Asia, with significant deal volume and high -profile clients. Associates benefit from elite training, real client contact, and a clear path to advancement within a practice that consistently ranks at the top of its field. Confidential Inquiries Welcome If you're ready for a stronger platform, reach out directly for a discreet conversation. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society. Academic Skills/Knowledge/Experience: Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome. Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities). Strong analytica and research skills, with the ability to gather and synthesize data into clear insights. Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction. Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance. Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs. Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales. Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable. Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged. Responsibilities Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members. Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities. Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively. Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues. Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making. Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation. Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture. Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions. Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning. Fulfill any additional tasks or responsibilities required to ensure team success.

About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society. Academic Skills/Knowledge/Experience: * Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome. * Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities). * Strong analytica and research skills, with the ability to gather and synthesize data into clear insights. * Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction. * Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance. * Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs. * Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales. * Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting * Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable. Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged. Responsibilities * Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members. * Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities. * Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively. * Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues. * Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making. * Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation. * Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture. * Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions. * Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning. * Fulfill any additional tasks or responsibilities required to ensure team success.

Job Description ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm that has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in eleven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; and Silicon Valley, CA) and 88 employees. The firm manages over $8.25 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group (TBG) is seeking an Intern to join their Investment Solutions team (reporting/analytics/trading, and research). The role is a in-office position in our Newport Beach, CA office. The intern will work closely with experienced wealth management analysts, gaining exposure to the daily operations of a high-performing, client focused firm. This role offers ample opportunity to participate in meaningful work as well as professional development opportunities. RESPONSIBILITIES Support equity and macro research projects with data collection and fact-finding Support client reporting function with data preparation, analysis, and furnishing reports for clients Provide ad hoc support to the Department Director and Associates for projects related to research, trading, alternatives processing, and reporting QUALIFICATIONS Minimum GPA of 3.0 in Accounting, Business Administration, Finance, or Economics Self-starter with initiative to seek out opportunities in a fast-paced environment Detail-oriented, possess excellent time management and prioritization skills Proficiency in MS Office applications (Word, Excel, and PowerPoint)

California Bank & Trust's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students. California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy. Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans. The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events. The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience. Former interns have gained exposure to areas such as: Commercial Banking Finance Real Estate Minimum Qualifications: Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter). Interests in business and banking/finance Broad application of general business practices Ability to meet deadlines, possess creative thinking and solve problems Self-confidence and willingness to make recommendations Intermediate knowledge of Windows and the Microsoft Office Suite Products Effective customer service and communication skills Local California candidates preferred Please apply no later than October 31st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout late October and early November. This position is eligible to earn a base rate of $20/hr.

At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance. Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed. Why Join VREV? Uncapped commissions & bonus opportunities - your income is in your hands Merit-based culture - promotions and growth come from performance, not tenure Full training provided - no real estate license required One-on-one coaching and proven sales systems Wellness perks - discounted gym memberships & wellness apps What You'll Do Prospect and build relationships with local real estate investors Conduct in-person property walkthroughs and showings Maintain an organized sales pipeline with consistent follow-up Collaborate with managers on strategy and growth opportunities Participate in sales meetings to share wins and sharpen your edge What It Takes Hungry, driven, and competitive mindset - you want to win Strong interpersonal skills and confidence in sales conversations Resilience when facing objections or rejection Desire for life-changing financial growth Sales experience preferred, but not required The Details Driver's license required; must be able to commute Commission-only role OTE: $100,000-$200,000+ If you've been waiting for an opportunity where hard work truly equals high reward - this is it. Apply today and let's see if you have what it takes to join the top 2% at VREV.

Intern I The Intern I position is an entry-level and learning focused position. The Intern I gains exposure to various departments within the company, working on hands-on projects and supporting business units in their daily operations. This position is designed to provide undergraduate students with a valuable learning experience in the financial services industry. This internship role is intended for a multi-week internship, e.g., 8-12 weeks. Position Responsibilities Participate in a line of business intern program which includes but is not limited to completing required activities that introduce the Intern to a line of business' leadership, strategies, and programs. Activities could include, * Assist in preparing financial reports, presentations, and data analyses. * Conduct market research and competitor analysis. * Provide support in data entry, system updates, and database management. * Assist with administrative tasks such as scheduling meetings, preparing materials, and organizing documents. * Participate in team meetings, offering insights and learning from various team members and leaders. * Shadow senior team members to understand key business functions (e.g., risk management, investment analysis, client services). * Contribute to small projects under supervision, ensuring timely delivery and quality work. Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the company's culture, values, and business units. Other duties assigned. Position Qualifications * Current undergraduate student pursuing a degree in Finance, Economics, Business Administration, Information Systems, or a related field * Strong academic performance (GPA of 3.0 or above) Looking to learn more about this position: Please visit ********************************************************* for details on day-to-day responsibilities, qualifications, and team dynamic Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days Hours: 8:00am - 5:00pm Monday - Friday Salary: For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently: * California - $20.70 - $32.62 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit unions policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: Meets/exceeds established monthly/annual sales and service goals. Follows quality service standards to ensure exceptional quality service is provided. Maintains a thorough knowledge of all products and services, policies and procedures. Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. Processes consumer and real estate loans. Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. Addresses difficult member situations and resolves in a positive manner. Serves as a backup to Personal Financial Assistant or Teller. May be required to maintain a cash drawer. May serve as a notary. Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under ones control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the companys success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities A high school diploma or equivalent is required. o PFR I: 1 year experience in a financial institution or other related field o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service Excellent communication skills; sound judgment, and attention to detail. Previous experience with Microsoft Windows applications is preferred. Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: Ensure sales and service goals are met. Process new accounts and/or loans accurately and completely. Adhere to cash, key and dual control policies and procedures. Adhere to security and robbery procedures. Complies with all other policies and procedures. PHYSICAL REQUIREMENTS Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range: Personal Financial Rep I: $37,432.928 (min) - $56,149.184 (max) Personal Financial Rep II: $41,058.992 (min) - $61,588.592 (max) Personal Financial Rep III: $45,875.02 (min) - $68,812.64 (max)

Full-time Description Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR II: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$28.60/hour DOE

As a Financial Services Professional Expect To Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How You Will Provide Support Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Our company has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.

Job Details Southern California Seminary-Main Campus - El Cajon, CA Part Time High School Negligible AnyDescription The Financial Aid Representative glorifies God by assisting the students with the financial aid process, administering scholarship applications, grant-in-aid, and loan programs to provide timely, cheerful, and enthusiastic assistance to students consistent with the highest standards of Christian ethics, legal and regulatory requirements, accepted principles and procedures for postsecondary Christian education, and in cooperation with Southern California Seminary. This is a 20-25 hour a week position. Essential Functions 1. Acts as the main point of contact for students in dealing with the Financial Aid Office 2. Assists in the processing of awards and completes student financial aid eligibility in accordance to federal, state, and institutional regulations. 3. Contacts students regarding corrections or incomplete documents in files. 4. Assists in the awarding of financial aid to current and prospective students. 5. Prepares financial aid packets for future and current students. 6. Assists students with questions regarding the completion of the Financial Aid applications. 7. Accurately and timely prepares Financial Aid forms. 8. Provides timely reporting for external audits 9. Works on special projects as assigned by supervisor. 10. Perform collateral and occasional duties as assigned. Marginal Functions 1. File and organize financial aid paperwork and records. Qualifications Required Knowledge, Skills, and Abilities 1. Strong customer service and organizational skills. 2. Ability to communicate professionally, with clarity and brevity, both verbally and in writing 3. Knowledge and ability in computer data management 4. Knowledge of Title IV regulations and applicable policies and procedures. 5. Knowledge of Federal Direct loan programs, PELL/FSEOG grants, Federal Work Study and Cal Grants. 6. Strong problem-solving abilities. 7. Ability to self-start and self-monitor work projects. Education and Experience Education: High School Diploma or equivalency. College education is preferred. Minimum one year of Financial Aid experience. Or any combination of experience, education, and training that would provide the level of knowledge, skill, and ability required to perform essential functions effectively, as the Director of Financial Aid shall determine.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339

Job Description Financial Sales Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: Ideally, 1-2+ years of sales or business development experience Local natural market & strong prospecting ability (cold calling, networking, etc.) History of success (can be in sales, sports, education, etc) Energized by mentorship & collaboration Bachelor's Degree strongly desired or equivalent working experience Preferred but not required: Licensure: CA Life & Health, SIE, Series 7 & Series 66 *Licensing will need to be obtained* Responsibilities: Build and maintain strong relationships with clients to understand their financial needs and objectives Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies Stay up-to-date on market trends, economic conditions, and investment products Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions Compensation & Perks: Supplemental Salary, Commissions, Bonuses & Rewards programs Vast array of broker/dealer & investment advisory platforms Dedicated transition support & firm leadership opportunities Product specialists support & Practice management coaches Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: Flexible schedule Professional development assistance Referral program Compensation package: Bonus opportunities Commission pay Weekly schedule: Monday to Friday Work setting: In-person Office

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300

California Bank & Trust's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students. California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy. Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans. The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events. The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience. Former interns have gained exposure to areas such as: Commercial Banking Finance Real Estate Minimum Qualifications: Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter). Interests in business and banking/finance Broad application of general business practices Ability to meet deadlines, possess creative thinking and solve problems Self-confidence and willingness to make recommendations Intermediate knowledge of Windows and the Microsoft Office Suite Products Effective customer service and communication skills Local California candidates preferred Please apply no later than October 31st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout late October and early November. This position is eligible to earn a base rate of $20/hr.

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR II: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$28.60/hour DOE

Job Description Financial Sales Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: Ideally, 1-2+ years of sales or business development experience Local natural market & strong prospecting ability (cold calling, networking, etc.) History of success (can be in sales, sports, education, etc) Energized by mentorship & collaboration Bachelor's Degree strongly desired or equivalent working experience Preferred but not required: Licensure: CA Life & Health, SIE, Series 7 & Series 66 *Licensing will need to be obtained* Responsibilities: Build and maintain strong relationships with clients to understand their financial needs and objectives Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies Stay up-to-date on market trends, economic conditions, and investment products Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions Compensation & Perks: Supplemental Salary, Commissions, Bonuses & Rewards programs Vast array of broker/dealer & investment advisory platforms Dedicated transition support & firm leadership opportunities Product specialists support & Practice management coaches Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: Flexible schedule Professional development assistance Referral program Compensation package: Bonus opportunities Commission pay Weekly schedule: Monday to Friday Work setting: In-person Office

Job Description California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required. o PFR I: 1 year experience in a financial institution or other related field o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339