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Pacific City Bank jobs

- 49 jobs
  • Note Officer (AVP / VP)

    Pacific City Financial Corporation 4.2company rating

    Pacific City Financial Corporation job in Los Angeles, CA

    * Loan documentation, funding and boarding * Processing daily loan servicing requests * Ensuring documentation accuracy * Collaborating with internal teams * 3+ years of experience required * Bachelor's degree preferred but not required * Bilingual in English & Korean preferred * Strong communication and writing skills * Detail oriented and organized * Ability to multi-task and meet deadlines * Full time position Base hourly range: $28.00 - $35.00
    $28-35 hourly 38d ago
  • Teller (Suwanee Branch, Georgia)

    Pacific City Financial Corporation 4.2company rating

    Pacific City Financial Corporation job in Los Angeles, CA

    Responsibilities * Provide excellent customer service by assisting customers with transactions and account-related inquiries. * Accurately handle cash, process deposits, withdrawals, and other teller transactions in compliance with bank policies. * Communicate clearly and effectively when explaining basic banking services, such as account balances, interest rates, and fees. * Maintain professionalism in all interactions - in person, over the phone, and in written communications. * Demonstrate strong attention to detail, adaptability, and teamwork in a dynamic, fast-paced environment. * Utilize banking systems and software efficiently to ensure smooth daily operations and accurate recordkeeping. * Support branch operations as needed, including opening/closing procedures. Requirements: * Bilingual in English & Korean. * High School Diploma required (combination of education and relevant experience will also be considered). * Strong interpersonal and communication skills, with a commitment to delivering quality service. * No prior banking experience required. Experience in retail sales and customer service, including cash-handling, is a plus. * Full-time position. Base hourly range: $17.28 - $20.00
    $17.3-20 hourly 42d ago
  • VP Residential Operations

    Stanford Federal Credit Union 4.2company rating

    Palo Alto, CA job

    Vice President of Residential Operations Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Vice President of Residential Operations will provide oversight of origination, underwriting, processing, and closing operations, ensuring alignment with compliance standards, operational efficiency, and superior member service. As a key member of the lending leadership team, the VP will be instrumental in driving innovation, integrating lending technologies, and fostering a high-performance culture within the residential lending unit Who YOU are: Ability to create and execute against lending goals, respond to changes in regulatory, market, economic, and competitive conditions. Track record of effectively breaking down silos and managing complex problems involving multiple facets and variables in non‐standard situations. Visionary and coaching skills required to communicate SFCU's vision, its goals, and the needs of its members. 8-10 years of mortgage lending experience, including at least 5 years in a management capacity. Demonstrated lending operations and performance management experience within a high-volume environment. A bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., certifications in lieu of a degree). What YOU'LL do: The Vice President of Residential Operations will propose, initiate and oversee all mortgage loan programs provided by SFCU, assuring lending activities meet member needs, comply with all organizational policy and regulatory requirements and are administered to minimize risk to the financial institution. Oversee all phases of the residential loan process, including business development, origination, underwriting, credit proposal, loan analysis, financial spreads, property appraisal, title work, loan decisioning, loan documentation, loan disbursement, and accounting entries. Champion continuous improvement in workflow, system utilization, and service delivery which offer expanded benefits to SFCU's members. Establish and monitor performance benchmarks and KPIs for residential team to maximize productivity and efficiency, quality, and risk management. Develop procedures and reporting methods for effective information flow throughout the department. Maintain and review monthly statistics on management and reports to evaluate quality of loan applications submitted from various channels and the quality of loan decisions made by underwriters. Manage and monitor the Real Estate pipeline to ensure that loans are processed in timely manner. Reviews loan documentation to ensure that it accurately describes loan products and remains in compliance with SFCU, secondary market quality control, Investor and Regulatory Guidelines. Develop strategic initiatives for expanding residential loan products, including correspondent or outside sales channels. Lead team members to exceed the Department's Net Promotor Score in accordance with SFCU's goals while supporting strategic goals around digital transformation and member experience. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Annual incentives plan Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Wellness Benefits up to $1,200 per year Commuter Toll Reimbursement $100 per month Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
    $130k-170k yearly est. Auto-Apply 13d ago
  • Marketing Specialist

    Stanford Federal Credit Union 4.2company rating

    Palo Alto, CA job

    Marketing Specialist Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Marketing Specialist executes on a wide range of marketing projects focused on growing member engagement and supporting the credit union's strategic goals. The Marketing Specialist helps run marketing campaigns, organizes webinars and events, and supports deposits and consumer loan initiatives. The Marketing Specialist also helps manage digital marketing channels including Zoom webinars, the website, emails, and social media. Who YOU are: Bachelor's degree in marketing, advertising, communications or a related field. Minimum 3 years of marketing/communications experience. Financial services experience preferred. Ability to work effectively in a fast-paced environment with changing priorities and the ability to multi-task. Excellent organizational and time management skills. Strong written and verbal communication skills. Proficient computer/technology skills including email marketing tools, Content Management Systems (CMS), Microsoft Word, Excel, PowerPoint, and Adobe Acrobat. What YOU'LL do: Serve as marketing resource on organizational projects (deposits and consumer loan) as assigned. Partner with internal teams to help run marketing campaigns. Work with internal teams, external vendors and consultants to create marketing materials. Support several events, including workshops, webinars and VIP experiences. Maintain giveaway items, marketing materials and flyers; order samples and items as needed. Support and execute on digital channels including emails, the website, social media (paid and organic), and other channels as needed. Help manage documentation of department procedures. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .
    $53k-63k yearly est. Auto-Apply 13d ago
  • Customer Service Associate

    Hanmi Bank 4.1company rating

    Irvine, CA job

    The Customer Service Associate I is responsible for receiving and paying out money, and keeps records of money and negotiable instruments involved in financial transactions by performing the following duties. Ensures compliance with established Bank policies and procedures. 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: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. 2. Cashes checks and pays out money after verification of signatures and customer balances. 3. Enters customers' transactions into computer to record transactions, and issues computer generated receipts. 4. Place holds on accounts for uncollected funds. 5. May be responsible for ordering daily supply of cash and counting incoming cash. 6. Balances currency, coin, and checks in cash drawer at end of shift. 7. Attempts to resolve issues and problems with customer's accounts. 8. Removes deposits from, and counts and balances cash in, automated teller machines and night depository. 9. Performs specialized tasks such as preparing cashier's checks, personal money orders, and order bank cards and checks for customers. 10. Accepts loan payments. 11. Explains and promotes bank products and services to customers. 12. Record all transactions promptly, accurately and in compliance with bank procedures. 13. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. 14. Generates new business to assist in meeting establishment profitability goals 15. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 16. 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. 17. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 18. 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. 19. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High school diploma or equivalent; and a minimum of three to six months cash handling experience, or equivalent combination of work experience/education which may include accounting, balancing or customer service • Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Basic math skills; ability to calculate interest, commissions, proportions, 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 verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $34,320 - $43,600 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on February 6, 2026.
    $34.3k-43.6k yearly Auto-Apply 27d ago
  • Member Advisor

    Stanford Federal Credit Union 4.2company rating

    Stanford, CA job

    Member Advisor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! Who you are: One to three years' experience in customer service or sales related field. High school diploma or general education degree (GED). Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships. Strong customer service and interpersonal skills. Excellent communication skills, along with a demonstrated ability to meet set goals. Ability to accurately process various types of transactions for members. What you'll DO: Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX. Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM's, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts. Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established. Explain membership eligibility requirements and participate in SFCU sponsored activities. Assist with the testing of new functionality upon request. Use every member contact as an opportunity to advise members about additional services or programs that might benefit them. Managing the vault, cash, and audit functions for the assigned branch. Perform traditional teller work as needed. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Please Note : SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .
    $40k-55k yearly est. Auto-Apply 13d ago
  • IT Security Analyst II

    Stanford Federal Credit Union 4.2company rating

    Palo Alto, CA job

    IT Security Analyst Hybrid Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4 billion company with a global reach of over 88,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *This position is hybrid onsite- not remote* Who YOU are: 3-5 years of experience in information security (experience in a larger financial institution environment preferred). Bachelor's degree (or advanced degree) in the field of information technology or technical discipline preferred (an equivalent combination of education and experience from which comparable knowledge and skills may be acquired is also acceptable). Solid understanding of security practices and methodologies, security controls, vulnerability management, patch management, penetration testing, and architecture including the use of firewalls (web application/network/micro-segmentation), IDS/IPS, encryption, DLP, authentication, UEBA, and access controls. Knowledge of FFIEC or NCUA guidelines, GLBA, California S.B. 1386, PCI, and other laws and regulations relevant to financial services preferred. Proficiency in Windows and Linux operating systems, as well as computer networking principles. Excellent verbal/written skills and the ability to effectively interface with internal business clients, operations teams, technical engineering teams, internal audit, regulators and senior management Ability to thrive in a fast paced environment, managing multiple priorities and projects simultaneously. What YOU'LL do: As IT Security Analyst you will be responsible for monitoring security alerts from various security controls implemented in the environment. You will investigate alerts and respond to incidents as necessary. Assist or lead in the selection, implementation and configuration of new security tools. Develop and implement incident response plans and playbooks. Develop and/or refine security monitoring and response procedures. Conduct risk assessments, threat analysis, vulnerability analysis and security controls assessments for the environment. Develop plans and implement solutions to mitigate risks in the environment. Collaborate with IT operations and infrastructure teams to analyze and resolve security related operational issues. Provide guidance on the implementation of security controls and best practices within operational processes. Participate in the development and execution of firm-wide disaster recovery plans, ensuring they include robust security measures. Monitor threat alerts from groups including FS-ISAC, US-Cert, SANS and DHS. Analyze the environment for vulnerabilities and risks related to new threats and recommend appropriate countermeasures. Design and deliver security awareness training to all Credit Union employees. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
    $59k-72k yearly est. Auto-Apply 60d+ ago
  • Relationship Manager

    Hanmi Bank 4.1company rating

    La Palma, CA job

    Job Description The Relationship Manager (“RM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on business and industrial companies ranging from complex credits to deposit only relationships through external business development calls and referrals. The RM is ultimately responsible for all aspects of the client experience ranging from credit needs to customer service and operations. Ensures compliance with established Bank policies and procedures. 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: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Develops and manages a portfolio of private, business and/or industrial clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients. 2. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and/or cash management revenue. 3. Identifies and sells appropriate bank products and services to those prospects and clients. 4. Builds strong relationships with referral sources, centers of influence, etc. 5. Analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs. 6. Gathers financial information and analyzes potential customers' and customers' creditworthiness and financing requirements. 7. Structures credits jointly with Credit Officers and Department Managers. 8. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. 9. Achieves sales and service goals by utilizing effective sales practices to sell bank products, implementing effective customer service techniques, referring customers to appropriate business partners, and resolving customer issues as they arise. 10. Responds to and anticipates clients' financial needs, solving problems and following through with exceptional service that provides a differentiated customer experience that supports our value proposition. 11. Proactively sources, acquires and expands high value customer relationship by maximizing sale and service opportunities. 12. Minimizes problem credits and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts. 13. Meets with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor ensure business needs are being met. 14. Responds to incoming emails and telephone calls in a professional manner to ensure that the client requests are met in a timely fashion. 15. Prepares and coordinates documents for client meetings and presentations. 16. Refers opportunities to segment partners where appropriate. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. 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. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. 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. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor's degree in Business, Finance, and Accounting or related major required from an accredited college or university; or 3+ years in sales or relationship management; Work related experience must consist of banking, financial services and/or client management. Knowledge of financial analysis, risk evaluation, loan documentation and commercial loan experience. • Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques. • Excellent business development and client relationship skills. • Detail orientated with exceptional sales and analytical skills. • Requires the ability to create and conduct presentations and prepare final proposals for qualified prospects as a final step in establishing financial relationships. • Excellent interpersonal, verbal and written communication skills. • Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Intermediate math skills; ability to calculate interest, commissions, proportions, 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 verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. • Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. Pay $59,000 - $104,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 27, 2026.
    $59k-104k yearly 7d ago
  • Financial Services Representative

    Hanmi Bank 4.1company rating

    Artesia, CA job

    The Financial Services Representative is responsible for providing the bank's customers with personalized banking and new accounts services by performing the following duties. Ensures compliance with established Bank policies and procedures. 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: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Evaluates needs of potential customers and offers appropriate financial products and services. 2. Prepares and compiles new customer application and information to open new account. 3. Ensures completeness of documentation on new account set-up. 4. Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity. 5. Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Accounts, Certificates of Deposit, savings bonds, online banking, ATM and debit cards. 6. Presents funds received from customer to Customer Service Associate for deposit, and obtain receipt for customer. 7. Helps customer complete application for products or services. 8. Obtains credit records from credit reporting agency. 9. May be responsible for admitting customers to safe deposit vault and/or renting safe deposit boxes. 10. Accepts wire transfer requests. 11. Responds to customer inquiries and requests regarding account. 12. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. 13. Provides deposit data to support marketing and sales promotion programs. 14. Generates new business to assist in meeting establishment profitability goals. 15. May be responsible for accepting loan payments. 16. Record all transactions promptly, accurately, and in compliance with bank procedures. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. 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. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. 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. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High school diploma or equivalent; and a minimum of one to three years new accounts experience, or equivalent combination of work experience/education which may include accounting, balancing or customer service; OR any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved. • Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Basic math skills; ability to calculate interest, commissions, proportions, 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 verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $35,000 - $54,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on December 5, 2025.
    $35k-54k yearly Auto-Apply 60d+ ago
  • Sr. Residential Lending Underwriter

    Stanford Federal Credit Union 4.2company rating

    Palo Alto, CA job

    Senior Residential Lending Underwriter Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Senior Residential Lending Underwriter is responsible for review, verification and thorough analysis of residential lending 1st and 2nd lien credit package to determine creditworthiness of applicant and perform an accurate assessment of risk. Ensuring accuracy of information and compliance with federal, state, regulatory and agency/investor underwriting guidelines and standards. Who YOU are: Able to effectively analyze and review income, credit, asset, collateral, title and additional credit package documentation to include performing advanced financial calculations needed to render a full credit decision. Comprehend and familiar with FNMA, FHLB, Agency and other Investor general underwriting guidelines to include interpretation of AUS findings. Possess advanced working knowledge and familiarity of compliance laws and regulations to include but not limited to CFPB guidelines, Reg Z, Reg B, TRID, OFAC, and Fair Lending rules, regulations and requirements is essential for this position. Have five years to eight years of similar or related experience and education including certifications, licensing or specialized training. What YOU'LL do: Work closely with other team members daily to include reviewing and interpreting loan scenario requests, analysis of tax returns to properly calculate and verify income, and determine overall assessment of creditworthiness of applicants Review difficult and complex tax returns and derive loan scenario. Mentor to Underwriters and Processors Monitor daily pipeline report to efficiently review loans in a timely manner in order to ensure member service level expectations and transaction deadlines are being met Review and verify documentation via a thorough analysis of the mortgage credit package in order to ensure accuracy of information and adherence to compliance requirements. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .
    $40k-49k yearly est. Auto-Apply 13d ago
  • Corporate Secretary

    Farm Credit 4.5company rating

    Turlock, CA job

    AVP/VP, Assistant Branch Manager, full-time position located in Turlock Branch, Turlock, CA. ABOUT YOSEMITE FARM CREDIT: As a farmer-owned co-op with over 100-year history serving the agriculture community in Stanislaus, Merced, Tuolumne and Mariposa counties, Yosemite Farm Credit has a commitment to our region's agriculture. The Association currently provides lending services to approximately 5,200 customers with loan volume over $5 billion. Major commodities financed include dairy and almonds, in addition to irrigated field crops, cattle, and walnuts. Yosemite Farm Credit's culture of collaboration and team values provides a great atmosphere that allows individuals to contribute to its Vision - Helping Our Members Prosper! JOB RESPONSIBILITIES/DUTIES: The Assistant Branch Manager (ABM) supports the Branch Manager in daily operations and customer service excellence. The ABM is responsible for assisting with preparing and implementing branch budget, driving branch performance and ensuring regulatory compliance. Additional duties include human resources development functions including training/coaching, supervision, establishing objectives and evaluating performance. Reviewing loans and loan servicing actions for approval and monitoring branch credit activities for compliance. The ABM will develop and maintain a commercial and real estate loan portfolio for the branch office; analyze commercial and real estate loan applications; recommend and approve loans and loan servicing actions; service assigned loans. Actively develop new business through organized marketing and business development programs and other duties as assigned. PREFERRED QUALIFICATIONS: * BA/BS degree with emphasis on agriculture, business administration, accounting or equivalent. * Minimal six to eight years agricultural loan officer experience. * Knowledge of dairy, livestock, permanent plantings and irrigated field crops preferred. * Demonstrated knowledge of credit administration, financial analysis, accrual accounting, credit risk assessment, budgeting, and managing staff. * Proficient in Excel and Word applications. * Exceptional interpersonal, written and verbal communication skills. GRADE/SALARY/BENEFITS: Yosemite Farm Credit offers a competitive benefit package that includes, but is not limited to, outstanding vacation/sick time accrual, health, dental, and vision plans, tuition reimbursement, 401k fixed AND company match, corporate fitness program, performance related compensation, volunteer time off and paid holidays. The Base Salary for this position ranges from $10,000 (minimum) - $15,000 (maximum) per month, depending on experience. Position is also eligible to participate in annual incentive program (performance related compensation) earning up to 10% of annual base salary. This program is subject to Board approval. WORKPLACE FLEXIBILITY PROGRAM: Yosemite Farm Credit offers a Workplace Flexibility Program for qualifying positions that provides the opportunity to have a hybrid (in office and work from home) schedule. The Workplace Flexibility Program includes an allowance of up to $500 for qualifying expenses to outfit employees' home office. Please note, this is not a fully remote position. APPLICATION DEADLINE: Applications will be accepted through December 21, 2025. If you have questions regarding the job posting or need additional information, please contact Stephen Moitozo **************. APPLICATION PROCEDURE: Application Job Link: *********************************** Yosemite Farm Credit is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For employment related questions or if you have a disability and wish to seek a reasonable accommodation during the application process, please contact our HR team at ************** or ************. CCPA Notice: California residents may have certain rights regarding their Personal Information under California law. To view the Yosemite Farm Credit CCPA Privacy Notice applicable to job applicants, employees, owners, directors, officers, and contractors of Yosemite Farm Credit, please visit the Yosemite Farm Credit website at the following link: ******************************************************************************** Issue Date: 11/25/2025 ************************** EEO/AA/M/F/V/D EMPLOYER
    $10k monthly 8d ago
  • Full Stack Software Engineer

    Stanford Federal Credit Union 4.2company rating

    Palo Alto, CA job

    Full Stack Software Engineer Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual yearning to make a difference, we are looking for individuals like you to join our team! Members really do come first at Stanford FCU because we are not-for-profit and owned by our members. Many of our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach-95,000 members in 90 countries and growing! Contact us to see what it's like to work for one of the Bay Area's Top Workplaces. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *Please note this is not a remote position - it is hybrid onsite in Palo Alto* Who YOU are: As a Full Stack Software Engineer at Stanford Federal Credit Union, your role is to collaboratively design, build, and maintain networked software applications, including web apps, native apps, server-side apps, and API adapters to third parties. You will be part of a diverse team that values collaboration, innovation, and a commitment to superior results and member service. We thrive on doing the right thing for our members, and we're on a mission to transform financial services for good. You'll have a chance to continually grow your technical knowledge, contribute your insights, and work closely with both technical and non-technical team members. Bachelor's degree in computer science or a related technical field involving coding, or equivalent technical experience. 3+ years of full-stack software engineering and/or work-related industry experience. Experience building applications using open-source frameworks for both on-premises and SaaS applications. Hands-on experience building end-to-end solutions including UI development with front-end frameworks (Angular, React), Python, CSS/SCSS, and HTML. Back-end experience with Node.js, .NET, Perl, SQL, Oracle, MongoDB, and Nginx is preferred. Previous experience with developing APIs and shipping web applications with a user-centric mindset. Some experience with system and database configuration and maintenance. Strong plus: experience with financial services vendor platforms like Fiserv DNA core, Q2 online banking, Temenos consumer lending, and integrating external vendor platforms onto online web applications using SSO. What YOU'LL do: Develop, unit test, administer, and maintain the full stack of software applications. Participate in regular code review sessions. Regularly update and expand your technical knowledge. Share your own technical insights and interests with the team. Collaborate with vendors and non-technical staff. Work with legacy code, finding ways to replace and upgrade wherever possible. Document software designs, system architecture and development activities Protect Stanford Federal Credit Union assets from theft, damage, or loss. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents. Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Wellness Benefits up to $1,200 per year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Paid Sick Time accrues at two weeks per year. Paid Vacation Time accrues at three weeks per year. Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control. Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .
    $87k-113k yearly est. Auto-Apply 13d ago
  • Rural 1st Loan Officer - Colorado, Western Slope

    Farm Credit 4.5company rating

    Riverside, CA job

    Farm Credit Mid-America is a financial services cooperative serving financial needs of farmers and rural residents in Arkansas, Indiana, Kentucky, Missouri, Ohio, and Tennessee. Our purpose is to secure the future of rural communities and agriculture. We are passionate about serving the needs of our rural communities and creating positive customer experiences. Farm Credit Mid-America is a great place to work! We have been named as a Best Places to Work in Kentucky for the past 13 years. At Farm Credit Mid-America we put our customers and team members at the heart of all we do. LOCATION: San Diego, Riverside, San Bernadino, Orange County SCHEDULE: Full Time, Remote TRAVEL REQUIRED: 50% - 75% COMPENSATION: $58,795.00 to $137,777.00 base salary plus potential for variable compensation and additional incentive based upon sales production as defined by the respective incentive plan. Base pay is determined by your skills, qualifications, experience, and location. Farm Credit Mid-America/Rural 1st may compensate outside of the salary range for bona fide reasons not related to membership in a protected class. About Our Opportunity
    $40k-53k yearly est. 14d ago
  • Director IT Strategy & Operations

    Stanford Federal Credit Union 4.2company rating

    Palo Alto, CA job

    Director IT Strategy & Operations Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! We're seeking a versatile, execution‑oriented leader to run the operational heartbeat of the Office of the CIO at our credit union. This role blends strategic program leadership, legal/contract coordination, administrative excellence, vendor and budget rigor, and data-driven benchmarking to help the CIO and Technology leadership team operate with clarity, speed, and compliance. If you thrive at the intersection of strategy, governance, and execution, we want to meet you. Who YOU are: 7-12 years in technology operations, PMO, chief‑of‑staff/strategic ops, vendor management, or IT finance roles; experience in regulated financial services (credit unions/banks/fintech) strongly preferred. Demonstrated success coordinating legal reviews of technology/vendor agreements (you manage process/quality; hands‑on contract review/redlining experience; attorneys own the legal advice). Familiarity with third‑party risk artifacts (SOC 2, SLAs, DPAs, security exhibits) and regulatory context (e.g., GLBA/FFIEC ) in collaboration with InfoSec GRC. Proven success running executive rhythms (board materials, flash reports, OKRs) and leading cross‑functional initiatives to completion. Strong analytical and financial acumen (budget tracking, forecasts, renewal analysis). Exceptional program/project management , prioritization, and stakeholder communication skills; executive presence and discretion. Excellent stakeholder management and executive communication ; able to de‑conflict, influence, and drive accountability . Experience with credit union operations and regulators; basic familiarity with CCPA/CPRA coordination for technology/data is preferred. Working knowledge of best‑practice frameworks (e.g., COBIT , ITIL 4 ). Certifications a plus: PMP / PMI‑ACP , ITIL , COBIT , CISA/CTPRP , or similar. MBA, MIS, or related advanced degree What YOU'LL do: Own contract governance (playbook alignment, redlining low/medium-risk agreements) Lead special projects for the CIO, cross-functional initiatives (e.g., cost optimization, vendor consolidation, data/reporting improvements, process modernization) from scoping to delivery Drive IT strategic planning and best-practice alignment (e.g., COBIT/ITIL) Manage vendor renewals and budgeting and coordinate real estate leases As a senior escalation point , you'll resolve systemic issues and build trusted relationships across the organization. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .
    $65k-81k yearly est. Auto-Apply 13d ago
  • Senior Consumer Compliance Manager

    Stanford Federal Credit Union 4.2company rating

    Palo Alto, CA job

    Senior Consumer Compliance Manager Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4 billion company with a global reach of over 88,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Senior Consumer Compliance Manager is responsible for the management of the Consumer Compliance Program with focus on Mortgage Compliance, Credit Card Compliance, Consumer Protection and UDAAP, Fair Lending, Disclosure Reviews, Advertising and Marketing Reviews, Disputes and Complaint Reviews. The position requires expertise with key federal and state laws and regulations from NCUA, CFPB, FRB, and others, such as Reg X, Reg Z, FCRA and Reg V, UDAAP, Reg E, Reg B, etc. It entails providing advice and guidance to business stakeholders, developing policies, interpreting regulations, regulatory research, assessing applicability to business practices, overseeing regulatory change management, collaborating in risk assessments, developing monitoring and oversight programs, developing training, performing review and challenge, and interacting with business unit stakeholders. The position works under the leadership of VP Risk and Compliance and oversees a team of compliance professionals. *Please note this position is hybrid on site in Palo Alto* Who YOU are: Solid understanding of credit union and financial services laws and regulations, such as those promulgated by banking regulators that include NCUA, CFPB, etc Strong ability in developing, implementing, and managing compliance programs such as consumer compliance, mortgage compliance, complaints, disputes, etc. Familiarity with Compliance Management Systems and the regulatory frameworks that apply to financial institutions. Skilled in performing second line review and challenge, BU compliance oversight, and support in remediation activities. Strong understanding of federal credit union regulations and how credit union regulations apply to banking products, services, and delivery channels. Experience in working with business units and addressing compliance requests. Proficient in the concepts of risk identification, assessment, and management. Bachelor's Degree and or formal industry certifications, plus eight to ten years' compliance experience. What YOU'LL do: Provide subject matter expertise regarding relevant laws and regulations to business units. Must be able to identify applicable compliance requirements, and articulate those requirements to the business unit's products, services, processes, and client types. Provide oversight, review and challenge, and monitoring of risk regulations and controls Maintain regulatory expertise related to mortgage loans and be able to provide guidance in developing processes and controls to ensure compliance with regulatory requirements. Review advertising material for compliance with regulatory requirements. Guide business with marketing campaigns to ensure UDAAP, Fair Lending, and Fair Banking expectations are met. Develop template disclosures and marketing guides. Perform quarterly review of HMDA data to ensure data quality. Use HMDA and other data to perform periodic fair lending analysis and work with the business to address any deviations from expected patterns. Periodically review complaints, underwriting exceptions, pricing exceptions, and loan denials to ensure there is adherence to fair lending standards. Review dispute escalations and complaints to ensure they are handled as per regulatory expectations and follow up activities are performed. Understand payment systems such as cards, Zelle, Bill Pay, etc., and be able to assist with compliance expectations. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
    $67k-90k yearly est. Auto-Apply 60d+ ago
  • BSA Analyst

    Hanmi Bank 4.1company rating

    Los Angeles, CA job

    The BSA Analyst is responsible for assisting within the BSA Department and supporting the BSA Officer as directed. The individual follows the Company's BSA Policy to ensure conformity and adherence with all applicable state and federal laws, regulations, and policies and procedures. Additionally, this individual possesses growing level of knowledge in the area of the Bank Secrecy Act (BSA)/Anti-Money Laundering (AML)/Officer of Foreign Assets Control (OFAC), and supports the monitoring and reporting process according to internal procedures and schedules, as well as providing support to their supervisor on special projects and assignments. Ensures compliance with established Bank policies and procedures. 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: GLBA(Gramm-Leach-Briley Act) , Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program and Right to Financial Privacy Act (state and federal). REQUIRED DUTIES 1. Conduct customer relationship review as it relates to Currency Transaction Reports (CTR), Enhanced Due Diligence (EDD), Know Your Customer (KYC) and Suspicious Activity Report (SAR), and adhere to regulatory guidelines and the bank's practices. 2. Analyzing the information to reasonably ensure customers' BSA/USA PATRIOT Act/OFAC compliance. 3. Review assigned cases with banking relationships and products and detects possible suspicious activity; conduct any needed research; and file SAR as needed and document the research and analysis performed. 4. Correspond with business units and branches for clarification of the activities conducted; obtain supporting documentation; and update responses to the BSA system. 5. Perform the required KYC screening on new clients and higher risk customers defined by the bank's policy and procedures by documenting and corroborating the information obtained on the client as required by the banks' KYC Procedures utilizing a variety of independent research sources. Customers defined as high risk customer may include but not limited to Money Service Business (MSB), Trade Finance Service Customers, Politically Exposed Persons (PEP), Correspondent Banking Relationships, Non-Bank Financial Institutions (NBFI), Cash Intensive Business Customers, Non-Governmental Organizations (NGO), and Import Export Wholesale Businesses. 6. Maintain and manage list of accounts, and maintain required documentation. 7. Conduct OFAC search on the beneficiaries of monetary instruments purchased by the customers using cash and record the search results. 8. Stay abreast of compliance regulations as they apply to this position. Ensure activities are in compliance with the laws, rules, regulations, policies, and accepted practices. 9. Ensure compliance with all external reporting requirements to include regulatory governing entities. Maintain all records, reports and supporting documentation for BSA compliance. 10. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 11. 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. 12. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 13. 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. 14. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor's degree in Accounting, Finance and/or Business Administration from an accredited university; or 1 plus years of related experience and/or training; or the equivalent combination of education and experience within the financial industry. • Working knowledge of suspicious activity typologies, trends and patterns • Working knowledge of various business line operations and expected activities • Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Basic math skills; ability to calculate interest, commissions, proportions, 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. • Good verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with little supervisor while performing duties. Pay $40,000 - $58,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 7, 2026.
    $40k-58k yearly Auto-Apply 56d ago
  • Mortgage Loan Funder

    Hanmi Bank 4.1company rating

    Los Angeles, CA job

    The Mortgage Loan Funder is responsible for the review and analysis of approved credit memorandum for commercial equipment lease department obligations, interpretation of terms, conditions, covenants and restrictions on approval, administration of documents, closing and funding of assigned contracts. Conduct preliminary review and analysis of approved loan structure and verification of the documents submitted by -origination source and determine their compliance with Bank's requirements. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Ensures compliance with established Bank policies and procedures. 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: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Draws loan documents and engage escrow/title for closing coordination 2. Reviews all loan documents for correct signatures, notary information, title reports, escrow instructions, etc. and to maintain compliance with federal, state (wet and dry) and agency guidelines 3. Ensures underwriters have signed off on the file prior to doc and/or prior to fund 4. Provides information to necessary parties to resolve any outstanding issues prior to loan closings 5. Balances Closing Disclosure with closing agents 6. Verifies all fees are disclosed correctly and meets compliance guidelines 7. Deals proactively and professionally with all parties involved in the loan closing to avoid and/or resolve problems at closing 8. Gathers all necessary documents for closing from other parties: hazard insurance information, subordination agreements, payoffs, taxes, etc. in a timely fashion 9. Sign-offs all funding conditions prior to funding 10. Completes pre-closing checklist to ensure compliance with all regulatory and investor guidelines 11. Prepares funding figure and complete signatures necessary according to the authority matrix 12. Sets up wire for closing agent/title with funding department 13. Reviews and funds mortgage loan file in a timely fashion 14. Maintains data integrity of system data fields 15. Reviews Post Closing Disclosure 16. Assumes responsibility for various department functions in the absence of staff members or in overload situations. 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. 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. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. 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. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High school diploma and at least two (2) years of related experience and/or training; or an equivalent combination of education and work related experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Work related experience should consist of a loan processing/funding background. • Knowledge of TRID guidelines along with title commitments, hazard, and flood insurance policies. • Knowledge of funding guidelines and procedures for wet and dry states. • Ability to prioritize work and meet funding deadlines. • Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Intermediate math skills; ability to calculate interest, commissions, proportions, 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 verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate). • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $44,000 - $63,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 31, 2026.
    $44k-63k yearly Auto-Apply 40d ago
  • Collections Representative

    Stanford Federal Credit Union 4.2company rating

    Palo Alto, CA job

    Collections Representative Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Collections Representative is responsible for maintaining a financially sound loan portfolio through early delinquency control of all Consumer Loans, Real Estate Loans, and Home Equity LOC's. Methods to accomplish this includes, but are not limited to, phone calls, collection letters, emails, in-person interviews, and text messages under special circumstances. *Please note, this position is hybrid onsite - not remote* Who YOU are: One to three years' experience in credit union or financial institution collections. Ability to perform in-depth dialogues, conversations, and explanations with members, colleagues, and outside vendors can be of a sensitive and/or highly confidential nature. Must be able to perform arithmetic calculations (adding, subtracting, multiplication, division, percentage), and compute interest calculation based on principal balance, interest rate, and time. Demonstrate ability to effectively handle multiple, simultaneous, and changing priorities, and perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Possess interpersonal skills when communicating with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. What YOU'LL do: Analyze the accounts, prepare for the calls, and call members. Interview members to determine reason for delinquency. Take appropriate action to resolve the account (could include loan modification or loan workouts). Counsel members concerning their financial obligations, advise of options, and solicit agreement of payments. Notate in various systems such as DNA, DDS, or Temenos the details of the conversation and the outcome. Ensure members' files are kept updated and complete and required documents are scanned into the imaging system. Skip-trace members who could not be reached or members who do not respond to our collection effort after 1 letter and 3 messages or when a loan reaches 30 day delinquency status. Respond to members' inquiries regarding their loans or accounts with SFCU. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, the Office of Foreign Assets Control Act, the NCUA Rules and Regulations, and the Fair Debt Collections Practice Act. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .
    $31k-34k yearly est. Auto-Apply 13d ago
  • SBA Credit Analyst

    Hanmi Bank 4.1company rating

    Los Angeles, CA job

    The position of Credit Analyst is responsible for managing the Commercial, C&I, SBA, Real Estate Lending, Consumer and Commercial Equipment Leasing loan process and preparation of relationship global cash flow analysis and Management Reporting: Support Company's Lending units with Credit memorandums and financial analysis of new and exist lending relationships. Ensures compliance with established Bank policies and procedures. 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: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Identifies, collects, and analyzes credit analysis and global cash flow to assess credit risk. 2. Conducts site visits, meetings, and interviews with borrowers. 3. Prepares file approval memorandums summarizing results and validates Credit Risk Ratings in compliance with the Company's policy and procedures. 4. Monitors delinquencies, covenant compliance, etc. 5. Supports commercial lending in other credit matters as assigned. 6. Contacts borrowers to obtain additional supporting information. 7. Prepares spreadsheets and calculates appropriate rations and other financial information. 8. Provides direct support to Senior Credit Officers/Credit Manager to develop and analyze all relevant credit information in conjunction with account officers pertaining to more complex commercial and business loans. 9. Maintains knowledge of the Bank's underwriting and lending guidelines 10. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 11. 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. 12. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 13. 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. 14. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor's degree highly preferred; High school diploma and/or 1+ plus years work experience and/or training in commercial or SBA lending - specifically, property cash flow analysis and appraisal valuation methods. . • Commercial real estate and/or SBA analysis/underwriting experience a plus • Strong problem solving, analytical and decision making skills. • Able to handle multiple transactions at once and work well in a team-oriented environment • Strong customer service skills, relationship development and management skills • Basic skills in computer terminal and personal computer operation; mainframe computer system; word processing and spreadsheet software programs. • Intermediate typing skills to meet production needs of the position. • Basic math skills; ability to calculate interest, commissions, proportions, 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. • Good verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $45,800 - $65,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on December 29, 2025.
    $45.8k-65k yearly Auto-Apply 60d+ ago
  • Member Advisor

    Stanford Federal Credit Union 4.2company rating

    Stanford, CA job

    Member Advisor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4 billion company with a global reach of over 88,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *This position is 100% onsite* Who you are: One to three years' experience in customer service or sales related field. High school diploma or general education degree (GED). Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships. Strong customer service and interpersonal skills. Excellent communication skills, along with a demonstrated ability to meet set goals. Ability to accurately process various types of transactions for members. What you'll DO: Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX. Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM's, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts. Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established. Explain membership eligibility requirements and participate in SFCU sponsored activities. Assist with the testing of new functionality upon request. Use every member contact as an opportunity to advise members about additional services or programs that might benefit them. Managing the vault, cash, and audit functions for the assigned branch. Perform traditional teller work as needed. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Applicants that require work visa sponsorship or transfer will not be considered for employment. SFCU does not provide any relocation benefits for any positions. Stanford Federal Credit Union is committed to equal employment opportunities, and a workplace that embraces diversity and inclusion for qualified individuals of all backgrounds.
    $40k-55k yearly est. Auto-Apply 60d+ ago

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