Personal banker jobs in Fremont, CA

Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred, but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and/or CFA designation would be an asset Series licensed or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients. Job Responsibilities Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants Providing timely market information Participating in business and company events to identify new business opportunities and pitch for new clients Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require Required qualifications, capabilities, and skills 6 years prior work experience in an investment banking front office role Bachelor's degree in Finance, Accounting, Business Administration, or other related field Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and run trades. Your role will include training on the Tanius platform of tools for trading and risk management, deep tick by tick research guis, historical tick databases available for python research, and clusters for large scale simulation and optimization. This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading. No trading experience is necessary, but a track record of persistence and accomplishing hard things is what are are looking for. We will provide training and mentorship to get you ready for your role. Trading is a high pressure environment, in which we take risk management and compliance with regulations at the core of what we do. This is an on premise position in Alamo, CA. Remote options for this role will not be considered. Qualifications Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field. Experience or interest in programming (Excel, Python etc) Strong interest in financial markets and trading. Strong communication and interpersonal skills. High level of attention to detail and accuracy. Ability to work well in a team and under pressure. Self-motivated with a strong desire to learn and succeed. Benefits Competitive salary with performance-based bonuses. Comprehensive health insurance. Paid time off and holidays. Collaborative and innovative work environment.

About the Team: Born at X, Google's Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more reliable connectivity. Lead the charge in bringing our groundbreaking wireless optical communication and photonics chip technologies to the world. Drive our growth story as we scale innovative solutions across the world. Join us to light the way for bridging the digital divide and illuminating the future. Don't see a current role that is a fit? Please apply here.

Job Description Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Universal Banker for our Excelsior Branch in San Francisco.The PositionThe Universal Banker serves as the liaison between the member and the Credit Union. He or she provides Uncommonly Good Service and deepens relationships with each and every member. The incumbent also provides a variety of transactional services over all delivery channels as well as provides information on a full range of credit union products and service.Duties and responsibilities include the following: Provide excellent service to all Members, volunteers, internal and external partners. Actively participate in branch, departmental and organizational meetings. Safeguard member and organization information and ensure confidentiality by following established policy and procedures. Effectively convey and receive information both verbally and in writing. Perform teller transactions efficiently and reconcile all cash entities routinely. Research member questions, problems and/or feedback and respond with accurate information. Cross-sell and match the appropriate SFFedCU products and services to meet the member's financial needs. Obtain information from member to complete membership and loan application/funding; examine and collect proper documentation. Perform file maintenance on all types of accounts and member profiles. Assist and conduct operational audits. Who Are You? High school diploma or equivalent plus one year minimum of banking or cash handling experience. Ability to effectively multi-task. Must have excellent customer service and communication skills. Ability to calculate figures and amounts. Proficiency in using cash handling machines and a working knowledge of business software programs (MS Windows and MS Office). Availability to work Saturdays, holidays and overtime as needed. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it.The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Fremont, CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products. Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Schedule: Monday - Friday Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.

Title: Universal Banker Hiring salary range: $23.56 - $33.65 per hour Eligible for Sign-On Bonus: Yes Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fourteen consecutive years, Fremont Bank has an immediate opening for a Universal Banker in Danville, CA. Position Overview The Universal Banker delivers world class service in accordance with Fremont Bank standards at every client interaction. The Universal Banker will sell or refer retail consumer and business products and services to prospective and existing clients and develops and maintains internal partner relationships to maximize cross-sell. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. Based on branch needs, this position will spend a portion of time handle cash transactions. Role and Responsibilities * Explain bank policies and procedures * Explain, promote, sell and or refer Fremont Bank products and services to current and prospective clients * Meet assigned monthly/quarterly sales and referral goals * Conduct telemarketing and follow-up sales duties when assigned by management * Understand and be able to accurately communicate deposit products * Follow bank policies and procedures as directed by management * Reconcile cash and all other transactions each day * Responsible for compliance with applicable Federal Regulations * Accountable for performing all operational duties with accuracy, attention to detail and proper cash handing habits * Stay informed of job-related issues, bank promotions, changes in products, services, policies or procedures; actively participate in industry related seminars and training classes * Accountable for staying current on business-related activities in other areas of the Bank Minimum Qualifications * Minimum of 2 years of sales and customer service experience in a customer facing environment, with a track record of success in offering banking products * Minimum 1 year of cash handling experience * Willingness to perform telemarketing duties as assigned * Must be knowledgeable in all areas of branch operations and security * A full understanding of regulatory compliance issues is required * Must possess excellent verbal and written communication skills * A professional appearance is a must * High school diploma or GED required; College degree preferred Job Location: Danville, CA

At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health - one member at a time. In addition to a competitive base salary, our compensation package includes: 13 paid holidays 17 days of Paid Time Off (PTO) during first year of employment Up to 2% discounts on loans--including first mortgages* 401(k) Plan with Company Match Medical, dental, vision insurance Long-term disability insurance Life insurance Voluntary insurance Employee assistance program Financial Wellness benefits and resources Tuition reimbursement and more We are currently accepting applications for a full-time Personal Banker at our Gilroy Branch. As a Personal Banker, your major responsibilities will include: Opening new accounts Processing applications for all loan types Performing transactions on member accounts Actively cross-sell Credit Union products and services Ensure fulfillment of member's financial needs This position requires registration with the National Mortgage Licensing System (NMLS). Individuals in this position must satisfy all of the requirements under the category of Mortgage Loan Officer (MLO) and satisfactorily complete and supply all of the required information. Additionally, individuals in this position must satisfy all requirements to become an endorsee of the Credit Union's State of California's Credit Insurance Business Entity License. These requirements remain a condition of employment in this position. Our ideal candidate will have at least six months to two years of similar or related experience and previous experience with processing loans. Exceptional customer service skills are required, as well as excellent verbal and written communication skills. A professional appearance and demeanor are required. Prior experience working in a credit union or bank strongly preferred. Pay Range: $26.50/hour - $33.00/hour; based on skills and experience. For immediate consideration, apply today! CommonWealth is an Equal Opportunity Employer

Full-time Description Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. This position will provide support to the following branches: San Francisco, Menlo Park, San Jose West, San Jose Downtown, Los Altos, San Mateo, and Millbrae. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III (Floater): The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Will be required to travel Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III (Floater): The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II (Floater): The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III (Floater): A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III (Floater): A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II (Floater): A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Essential Duties: New Accounts/CSR III (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Essential Duties: New Accounts/CSR II (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III (Floater): None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III (Floater): Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. The work environment is typically quiet to a moderate noise level. Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$31.90/hour DOE

Job Details San Jose, CA Full Time $27.50 - $27.50 HourlyDescription UNIVERSAL BANKER (South San Jose, CA) The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed. Why Provident? Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation. Our values are: Listen Get Better Do What's Right Education / Work Experience / Skills / Abilities: Bachelor's degree preferred 1+ years in financial services experience in banking or credit union 1+ years of sales and service experience with proven results Experience making effective outbound telephone calls Experience with Real Estate and Consumer Loans Experience with business banking products and relationships Experience with cash handling/teller transactions/loan funding Experience in working in a team environment and developing relationships Excellent listening and speaking skills Excellent written communication skills Computer literacy skills and proficient in Windows and Microsoft Office Understand and adhere to BSA and OFAC policy and procedures including: • CTR requirements • CIP requirements • CDD requirements • OFAC verification requirements • Reporting suspicious activity • Maintaining records on negotiable instrument Licenses/Certifications: - Notary License, ability to obtain within 120 days of hired - CUNA Certification/FiCEP Financial Counseling Certification to obtain within 120 days of hired - NMLS - National Mortgage Licensing System and Registry to obtain within 30 days of hired - Medallion Stamp Certification to obtain within 120 days of hired Travel Details / Schedule: Travel: Required to travel to other Provident locations outside of home branch Required to attend offsite training, meetings, or events Work Schedule: Full-time; 40 hours a week Monday - Friday, 9:15am - 6:15pm & rotational Saturdays 8:45am - 4:30pm Occasionally work early or late hours, and extended weekend hours Company Benefits you will enjoy: Quality medical, dental and vision care coverage 401(k) retirement plan with up to 150% matching employer contributions Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses Annual discretionary bonus Employee referral bonus Generous paid time off and paid holidays Flexible spending accounts Short and long-term disability coverage Life and AD&D insurance Provident membership Rate discount on home, auto loans and personal loans. Opportunity to use company owned condo in Maui and Lake Tahoe Compensation: Pay Grade is P1. This position is eligible for our twice a year discretionary bonus. Targeted Base Pay: $27.50/hr Join us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally. Provident is an Equal Opportunity Employer We are a winner of the Bay Area News Group Top Work Place in 2018 - 2024. Check us out on Glassdoor!

Are you ready to take on a rewarding career where your work truly matters? New York Life is seeking a Bilingual Financial Professional to join our Santa Clara, CA team. We're looking for individuals fluent in English and proficient in additional languages such as Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese. What We Offer Competitive Compensation - Enjoy a rewarding pay structure with performance-based incentives. Flexible Scheduling - Achieve a healthy work-life balance with a schedule that fits your lifestyle. Professional Growth - Build a lasting career with clear opportunities for advancement in the insurance and financial services industry. As a representative, you'll guide clients through a diverse range of investment and financial solutions. Your Mission: Develop personalized financial strategies that empower individuals to reach their long-term personal and professional goals. Step into a career that transforms not only the lives of others but also your own future. Join us and start making an impact today. Create Lasting Impact as a Bilingual Financial Professional in Santa Clara Empower Your Community: Provide trusted financial guidance in both English and other languages, helping families and individuals achieve stability and growth Grow as a Leader: Strengthen your leadership skills and advance your career in a rewarding, dynamic financial services environment Balance and Flexibility: Enjoy the freedom to design a career that supports both your personal and professional well-being Earn with Purpose: Unlock the potential for significant income, including long-term residual earnings that grow with your success Clear Career Path: For qualified candidates, managerial opportunities are available within two years Full Company Support: Access comprehensive training, mentorship, and sponsorship for insurance and investment licensing Required Languages: English and fluency in one of the following: Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese Core Values: Strong commitment to the concept of “seeds” (reflecting growth, nurturing, and long-term development-both personal and professional) A caring attitude and a genuine desire to help others Ideal Candidate Traits: Dedicated, open-minded, and success-driven Excellent interpersonal and communication skills Compassionate and empathetic in working with clients Self-motivated with a strong desire for learning and career growth Strong relationship-building abilities and exceptional people skills Eligibility Requirements: Must have a U.S. passport, green card, or Immigrated EAD (excluding OPT - F1 Visa holders)

About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service. Key Responsibilities: Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards Assist clients with new products and services Open new accounts and recommend appropriate deposit account types Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support Research and respond to internal and external inquiries Process a variety of client transactions, including deposits, transfers, and wire transfers Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc. Handle verification of deposit and credit rating requests Manage client supply orders (checks, deposit slips, endorsement stamps, etc.) Cross-sell additional banking products and services based on client needs Complete assigned daily and monthly tasks Participate in and help coordinate department meetings Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols) Support associates with the setup of additional products and services Perform account maintenance, including client contact and follow-up Prepare and process account change requests Maintain accurate and up-to-date client records in both electronic systems and physical files Complete department supply orders as needed Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS) Travel to client sites as needed for account setup, transactions, or maintenance Assist with client and bank-sponsored events as required Escalate client concerns appropriately and in a timely manner Minimum Qualifications: 1-3 years of banking experience; management experience preferred Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers Ability to recommend and open various types of deposit accounts Proficient in Microsoft Office and comfortable in a Windows-based environment Excellent verbal and written communication skills Strong professional demeanor with the ability to communicate clearly and effectively Highly motivated, disciplined, and self-driven Demonstrated experience providing high-level service to clients, including high-net-worth individuals Problem-solving skills and a customer-focused mindset Ability to obtain signing authority Knowledge of regulatory and audit requirements High school diploma, GED, or equivalent required

Job DescriptionAbout the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service. Key Responsibilities: Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards Assist clients with new products and services Open new accounts and recommend appropriate deposit account types Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support Research and respond to internal and external inquiries Process a variety of client transactions, including deposits, transfers, and wire transfers Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc. Handle verification of deposit and credit rating requests Manage client supply orders (checks, deposit slips, endorsement stamps, etc.) Cross-sell additional banking products and services based on client needs Complete assigned daily and monthly tasks Participate in and help coordinate department meetings Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols) Support associates with the setup of additional products and services Perform account maintenance, including client contact and follow-up Prepare and process account change requests Maintain accurate and up-to-date client records in both electronic systems and physical files Complete department supply orders as needed Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS) Travel to client sites as needed for account setup, transactions, or maintenance Assist with client and bank-sponsored events as required Escalate client concerns appropriately and in a timely manner Minimum Qualifications: 1-3 years of banking experience; management experience preferred Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers Ability to recommend and open various types of deposit accounts Proficient in Microsoft Office and comfortable in a Windows-based environment Excellent verbal and written communication skills Strong professional demeanor with the ability to communicate clearly and effectively Highly motivated, disciplined, and self-driven Demonstrated experience providing high-level service to clients, including high-net-worth individuals Problem-solving skills and a customer-focused mindset Ability to obtain signing authority Knowledge of regulatory and audit requirements High school diploma, GED, or equivalent required Powered by JazzHR uhnqb9pLTj

Introduction This is a reinstatement, transfer or voluntary demotion opportunity for current and former regularly appointed employees of Alameda County. Reinstatement: Pursuant to Civil Service Rule 1744: On the request of a department head and approval of the Commission, a regularly appointed employee who resigned in good standing may, within three years after the effective date of his/her resignation, be reinstated in a position in the class from which he/she resigned or in a position in another class for which he/she may be eligible as determined by the Commission. Appointments by reinstatement following resignation are subject to the probationary period established for the class. You must have been a classified County employee in the same job code or in a job code at the same salary maximum and left the County in good standing. In addition, you must meet the minimum and special qualifications of the specific position. Transfer: You must be a current County classified employee in the same job code or in a job code with the same salary maximum for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position. Voluntary Demotion: You must be a current County classified employee in a job code which is at a higher salary maximum than the vacancy for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position. DESCRIPTION THE AGENCY Alameda County's Health Services Program is administered by the Alameda County Health and includes the following program areas: Behavioral Health Care, Public Health, Environmental Health, and Agency Administration/Indigent Health. The ultimate mission of the Health Care Services Agency is to provide fully integrated health care services through a comprehensive network of public and private partnerships that ensure optimal health and well-being and respect the diversity of all residents. Alameda County Health currently has multiple career opportunities for experienced professionals to become part of a service delivery team dedicated to the optimal health and well being of Alameda County residents. THE POSITION Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. DISTINGUISHING FEATURES Financial Services Specialist I/II is a flexibly-staffed class series with the work normally performed at the II level, but with initial selection possible at the I or entry level. Incumbents hired at the I level will be expected to gain experience and demonstrate proficiency which qualifies them to promote to the II level after the equivalent of two years full time service. If proficient, incumbents will be eligible to be flexibly promoted to the II level after the equivalent of one year. Appointment at the I level will not be extended beyond two years. Positions in this class series are normally found in County departments with multiple budgets and funding sources and/or with extensive contracting with service providers or community-based organizations. In addition to the provision of financial services, responsibilities also include performing general administrative services work, planning and conducting analytical studies and overseeing support functions and staff. Although the work is diverse, all positions are typically characterized by all of the following elements: 1. Independent decision-making. 2. Capacity to present clear oral and written reports to senior managers. 3. Knowledge of governmental financial processes and systems. 4. Ability to conduct financial analysis and formulate financial recommendations; and 5. Limited availability or nature of supervision. This series is distinguished from the Administrative Specialist class series, which has primary responsibility for the provision of more general administrative services in such areas as personnel, purchasing, contracting, budgeting and departmental communications. It is further distinguished from Senior Financial Services Specialist, which is a skilled, technical specialist class with a primary role in financial strategic planning and policy development. MINIMUM QUALIFICATIONS Either I The equivalent of one year full-time experience in the class of Financial Services Specialist I in the Alameda County classified service. Or II Education: Equivalent to graduation from an accredited four-year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, accounting, economics, financial planning or a field related to the work. (Additional professional financial planning and support experience equivalent to the County's classification of Financial Services Specialist I may be substituted for the education on a year-for-year basis.) And Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I. Licenses: Specified positions may require possession of a valid California driver's license. NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination. KNOWLEDGE AND SKILLS NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the 'Examples of Duties' section of this specification. Knowledge of: • Principles and practices of governmental budget development and administration. • Principles and practices of contract and grant administration. • Financial record-keeping and auditing practices. • Practices and techniques of administrative analysis and report preparation. • Applicable federal, state and local policies and regulations. • Computer applications related to the work, such as word processing, data bases and spreadsheets. Proficient in Microsoft Word, Excel, Access and Outlook. • Office administrative practices and procedures, including records management and the operation of standard office equipment. Ability to: • Develop and administer multiple budgets. • Monitor fiscal transactions and audit fiscal records and documentation. • Plan and conduct administrative and operational studies. • Interpret, explain and apply financial regulations, policies and procedures. • Direct the work of others on a project or day-to-day basis. • Prepare clear and accurate reports, correspondence, procedures and other written materials. • Represent the department and the County in meetings with others. • Organize and prioritize work and meet critical deadlines. • Maintain accurate financial records and audit data. • Exercise sound independent judgment within established policies and guidelines. • Establish and maintain effective working relationships with those contacted in the course of work. • Clearly and effectively communicate, both verbally and in writing; write contract documents, electronic mail, and Board letters to the Board of Supervisors at a professional skill level. • Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person. BENEFITS Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being. These benefits include but are not limited to*: For your Health & Well-Being Medical - HMO & PPO Plans Dental - HMO & PPO Plans Vision or Vision Reimbursement Share the Savings Basic Life Insurance Supplemental Life Insurance (with optional dependent coverage for eligible employees) Accidental Death and Dismemberment Insurance County Allowance Credit Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance Short-Term Disability Insurance Long-Term Disability Insurance Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services Employee Assistance Program For your Financial Future Retirement Plan - (Defined Benefit Pension Plan) Deferred Compensation Plan (457 Plan or Roth Plan) For your Work/Life Balance 12 paid holidays Floating Holidays Vacation and sick leave accrual Vacation purchase program Management Paid Leave Catastrophic Sick Leave Pet Insurance Commuter Benefits Program Guaranteed Ride Home Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts) Employee Discount Program (e.g. theme parks, cell phone, etc.) Child Care Resources 1st United Services Credit Union *Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change. Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave. Conclusion TO APPLY: Please submit a PDF of your updated Alameda County application to Cindy Tern at ********************. Please be in contact if you have any questions. You are encouraged to apply immediately as this posting is open until filled and may close at anytime. Alameda County is an Equal Opportunity Employer

Full-time Description Under the direction of the Financial Center Team Leader and/or Assistant Financial Center Team Leader, the Financial Service Representative provides a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sale of negotiable instruments, etc. Actively promotes and advises on credit union products and services. In order to safeguard the trust that members place in our institution, the Financial Service Representative is expected to perform his/her job duties accurately, efficiently and with the highest degree of integrity. Reasonable accommodations may be made to enable individuals with disabilities. Essential Functions Include but are not limited to: Responsible for being knowledgeable of and ensuring that service standards, as defined and established by the Credit Union, are actively pursued and routinely achieved in the day to day performance of job duties. Actively supports the Purpose, Values and Strategic Plan of Excite Credit Union. Takes responsibility for individual career development and training and seeks opportunities to learn new skills to further enhance job knowledge. Completes assigned self-study courses in a timely manner. Actively participates in team meetings. Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions. Within established levels of authority, inspects and verifies negotiable instruments for deposits, places appropriate account holds, obtains necessary authorizations and performs a variety of other FSR functions as directed and in accordance with established policies and procedures. Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift. Takes personal responsibility for every service outcome. Answers basic questions from members and effectively communicates the credit union's products, services and membership requirements. Handles all negotiable items, such as cashier's checks, money orders, gift cards and temporary checks, in an accurate and efficient manner. Redeems US Savings Bonds. Performs financial center opening and closing duties as assigned. Meets or exceeds all sales, service and productivity goals to assist the financial center in meeting its goals. Makes effective referrals to other specialists when appropriate. Uses effective communication skills to learn about each member and builds relationships. Actively seeks to uncover “unexpressed” member needs during each interaction. Ensures sales goals do not interfere with doing what is best for the member, the team and the credit union. Ensures follow-up commitments are met. Key Competencies: Member Focus: Makes our members (community, ECU and/or Team) and their needs a primary focus while developing and sustaining productive relationships. Demonstrates the ability and willingness to find out what the member wants and/or needs and acts accordingly while taking the cost, return on investment and core values into consideration when making decisions. Accountability: Demonstrated follow through and ownership for own and delegated projects, work and other duties. Building Trusting Partnerships: Support and build working and collaborative relationships between departments, team leaders and internal/external members to meet ECU goals. Recognizes the contributions from other department and invites representatives to discuss ideas and plans to achieve work goals. Able to receive and provide feedback to and from others while helping others feel valued, appreciated, and included in discussions. Communication: Strong verbal and written communication. Makes favorable impressions by interacting professional with staff, partners and internal/external members that build effective relationships. Compassionate: Allow people to learn from mistakes and show genuine interest in the success of others while promoting their abilities and encouraging new innovative ideas. Flexibility and Adaptability: Maintains effectiveness when experiencing change within work structure, processes, requirements and/or culture. Quickly modifies behavior to deal effectively with changes in the work environment and readily tries new approaches appropriate for the new situations. Is flexible and not persistent with ineffective past practices and behavior. Innovation/Entrepreneurship: Identifies implicit assumptions in the way problems or situation are defined and presented; sees alternative ways to view or define problems without being constrained by past practices. Passionate / Values Based: Keep the organization's vision and values at the forefront of decision-making and action. Communicates the importance of the vision and values while helping others understand their importance. Moves others into action by translating the vision and values into day to day activities and behaviors. Sales and Persuasiveness: Uses appropriate interpersonal styles and communication methods to gain acceptance of product, services and/or ideas from prospects and existing clients, partners and members. Demonstrates flexibility in dealing with the personal/stylistic differences of our existing and potential clients, partners and members. Continuous Learning: Actively identifying new areas for learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application. Targets leaning needs, seeks to learn and maximize knowledge; takes risks in learning and applies knowledge into practical use to improve and support Excite business objectives. Requirements Required Experience and Education High school diploma or equivalent Minimum 1 year customer-facing experience in a retail environment Experience working in positions with sales/referral goals (team & individual) Previous cash handling experience Demonstrated ability to be fiscally responsible Desirable Experience and Education Previous financial industry experience Bi-lingual skills (English/Spanish) Physical Demands While performing the duties of this job the employee may be required to use hands to finger, handle, or feel; and talk and hear. The employee frequently is required to walk and reach with hands and arms and stand for long periods of time. The employee is required to occasionally sit, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. Work Environment Performs job duties inside the typical office setting with minimum time in an out of office environment. Team Member will be exposed to moderate stress levels associated with the performance of the job duties described above. There may be extended periods of computer and telephone use while performing job duties. Employee will be intermittently seated, standing and/or walking during the course of a normal business day. While every precaution is taken to avoid exposing employees to dangers in the workplace, working in a financial institution may expose employees to certain hazards in the event of criminal activity including robbery and/or attempted robbery. ***The above statements reflect the general details necessary to describe the principle functions of the position described and shall not be construed as a detailed description of all work requirements that may be inherent in the position. Management retains the discretion to add to or change the duties of the position at any time.*** Salary Description $21-$24/hour DOE

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Service business customers with their business needs in a branch environment Carry out business banking focused functions over the phone Present recommendations for resolving more complex situations Provide information to colleagues, internal partners, and stakeholders, including customers Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments Participate in community organizations and build relationships with centers of influence Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: 1+ year of experience managing a dedicated book of small business customers across assigned territory Knowledge and understanding of book of business Experience using strong business acumen to provide financial services consultation to small business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products Customer service focus with experience handling complex transactions across multiple systems Experience building and maintaining effective relationships with customers and internal partners Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting location: 1900 W 11th St, TRACY, CA 95376 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $26.00 - $40.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 20 Nov 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. + Service business customers with their business needs in a branch environment + Carry out business banking focused functions over the phone + Present recommendations for resolving more complex situations + Provide information to colleagues, internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank + Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments + Participate in community organizations and build relationships with centers of influence + Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol + Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers + Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. **Required Qualifications:** 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired Qualifications:** + 1+ year of experience managing a dedicated book of small business customers across assigned territory + Knowledge and understanding of book of business + Experience using strong business acumen to provide financial services consultation to small business customers + Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products + Customer service focus with experience handling complex transactions across multiple systems + Experience building and maintaining effective relationships with customers and internal partners + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to interact with integrity and professionalism with customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others + Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners **Job Expectations:** This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. **Location disclaimer:** Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. **Posting location:** + 1900 W 11th St, TRACY, CA 95376 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $26.00 - $40.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 20 Nov 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-502537

Financial Services Representative REPORTS TO: Branch Manager SALARY RANGE: Level 14 PRIMARY FUNCTION: Assist members with their financial needs and promote/sell all credit union products and services. Duties include opening new accounts, accepting and processing loan applications and answering general membership inquiries. DUTIES AND RESPONSIBILITIES: ~ Provide quality service to members and other employees ~ Provide explanation for all types of new share and loan accounts. ~ Cross-sell all credit union products and services. ~ Establish or make changes for payroll deductions and/or direct deposits. ~ Provide account balance information. ~ Preform account maintenance, including name changes names, addresses, telephone numbers and add joint owners ~ Mail out loan applications, rate sheets and other pertinent information. ~ Open sub savings accounts and money market accounts. ~ Accept and review consumer and auto loan applications for completeness. ~ Process mail and answer phones. ~ Perform other duties as assigned. PREREQUISITES FOR POSITION EDUCATION AND EXPERIENCE: Minimum of an Associate of Arts degree. One year previous experience with a financial institution in a consumer lending or new accounts position preferred. SKILLS AND QUALIFICATIONS: A thorough knowledge of credit union financial products, services, policies and procedures. Ability to provide prompt and professional service. Proficient in the operation of office equipment, i.e., calculator, computer and typewriter. Must possess excellent verbal and written communication skills. Must be available to work overtime. Depending on operational need, branch location will vary and work hours may be scheduled Monday through Saturday.