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Senior IG Credit Trader - Insurance ALM Focus
Pacific Asset Management, LLC
Personal banker job in Newport Beach, CA
A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one.
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$68k-116k yearly est. 4d ago
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Relationship Banker -Ontario Market
Bank of America 4.7
Personal banker job in La Verne, CA
Fontana, California;Upland, California; Upland, California; La Verne, California; Rancho Cucamonga, California
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*********************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description** :
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
**Responsibilities:**
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
**Required Qualifications:**
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
**Desired Qualifications:**
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
**Minimum Education Requirement:**
- High School Diploma / GED / Secondary School or equivalent
_The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator_
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$32k-37k yearly est. 7d ago
Investment Grade Credit Trader
Pacific Life 4.5
Personal banker job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office.
How you'll help move us forward:
Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.
Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.
Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.
Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.
Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.
The experience you bring:
8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.
Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).
Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.
Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.
Excellent communication, collaboration, and decision-making skills.
Upholds the highest standards of ethics and integrity.
Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
#LI-AJ1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$180,180.00 - $220,220.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$61k-105k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Seacliff - Huntington Beach CA
Jpmorgan Chase & Co 4.8
Personal banker job in Huntington Beach, CA
JobID: 210695726 JobSchedule: Full time JobShift: Day Base Pay/Salary: Huntington Beach,CA $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$72k-133k yearly est. Auto-Apply 27d ago
Private Client Banker - Huntington Harbour - Huntington Beach, CA
JPMC
Personal banker job in Huntington Beach, CA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$39k-80k yearly est. Auto-Apply 60d+ ago
Universal Banker II
First Foundation Inc. 4.6
Personal banker job in Irvine, CA
reports on-site. Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner.
Duties and Responsibilities:
* Working knowledge and understanding of all bank products and services
* Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)
* Generate new business to assist in meeting the established production and profitability goals of the branch
* Needs-Based Selling: Proactively promotes, cross-sell, and refers products and services as appropriate to meet our client's financial needs
* Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients
* Refer client opportunities to internal and external sales partners to meet client financial needs
* Provide ongoing relationship service with existing clients
* Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism
* Respond to clients' inquiries and requests regarding accounts
* Process routine to complex client transactions - i.e., deposits, transfers, wires, check cashing
* Notary Commission: serve as one of the branch team notaries if applicable
* Regular and consistent attendance is required
* Perform other duties as assigned
Salary Range: The salary range budgeted for this position represents the Company's good-faith minimum and maximum for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
Geographic Location:
* Irvine, CA: $46,200 - $54,600 (Annually)
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience:
* High School Diploma or equivalent required; Associate/Bachelor's degree preferred
* Minimum of 3 to 5 years of financial services experience required
Skills:
* Excellent command of the English language, both written and verbal
* Must be able to effectively communicate with all levels within the organization and out in the community
* Must be able to assess any given situation, make decisions, and bring to a successful resolution
* Must be experienced in the effective use of one or more core banking deposits and new account software
* Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, and PowerPoint, etc.
* General Mathematics and Accounting
Approximate Time Allocation:
25% = Risk Management, Operations, Compliance, Training, Meetings, etc.
75% = Client Service/Sales, Lobby Management
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. 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 the ability to adjust focus. This job description is subject to change at any time.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
$46.2k-54.6k yearly 8d ago
Bank Security - El Monte/Rosemead
Customized Guard Services & Systems
Personal banker job in Rosemead, CA
Are you interested in working for us! Join our team at Customized Guard Services & Systems (CGSS) and advance your career with a fast-growing, privately-owned & operated company. Our hiring team will invest all of the necessary time and resources to ensure a perfect job placement is identified for you. Our commitment is our employees, and our entire business infrastructure is built for your career advancement and success. We are looking forward you to meet you and hope to welcome you to our “Customized” family in the very near future!
Job Skills / Requirements
We are currently seeking a professional and customer-oriented individual to join our team as a Bank Security Guard. In this role, you will play a crucial part in providing exceptional customer service while ensuring the safety and security of our bank premises. Your responsibilities will include customer service duties, greeting customers, opening doors, monitoring bank areas, patrolling the facility, and maintaining general security.
Responsibilities:
Customer Service:
Welcome and greet customers in a friendly and professional manner, ensuring a positive and welcoming atmosphere.
Assist customers with general inquiries, providing information about bank services, products, and policies.
Offer support and address customer concerns or questions promptly and courteously.
Direct customers to the appropriate bank personnel for further assistance when necessary.
Access Control and Door Monitoring:
Monitor and control access to the bank premises, ensuring only authorized individuals enter restricted areas.
Check identification of customers and visitors, verifying their credentials before granting access to secured areas.
Open doors for customers and assist individuals with disabilities or special needs.
Maintain a vigilant presence at the entrance, deterring any potential security threats or unauthorized access.
Bank Outlay Monitoring:
Monitor the bank's public areas, including the lobby, waiting areas, and teller stations, to ensure a safe and secure environment.
Report any suspicious behavior, potential security risks, or unusual activities to the appropriate bank personnel.
Maintain the cleanliness and organization of the public areas, ensuring a professional and welcoming atmosphere.
Patrolling:
Conduct regular patrols within the bank premises, including both indoor and outdoor areas, to deter and detect any security breaches.
Monitor surveillance systems, alarm systems, and other security devices to identify and respond to any irregularities or emergencies.
Report any security incidents, accidents, or safety hazards promptly, following established protocols and procedures.
Collaborate with local law enforcement agencies as needed, providing necessary assistance and information.
General Security Duties:
Enforce bank security policies and procedures, ensuring compliance and maintaining a secure environment.
Respond to emergencies, including medical incidents or alarms, following established protocols and providing necessary assistance until help arrives.
Assist in the implementation of security measures and initiatives to enhance the overall safety and security of the bank.
Participate in ongoing training and professional development to stay updated on security practices and procedures.
Certification Requirements (All)
Guard Card
Additional Information / Benefits
Weekly Pay: We offer competitive weekly pay, ensuring timely compensation for your work.
Uniforms Provided: We provide uniforms to maintain a professional appearance and ensure your comfort during working hours.
Exclusive App Access: Our dedicated app provides easy access to features such as direct deposit, clock in and out functionalities, W1 forms, day off request submissions, and any other resources or support needed.
Full Support: We provide comprehensive support to address any questions or concerns you may have, ensuring your smooth integration into the team.
Benefits: Medical Insurance, Dental Insurance, Vision Insurance
This is a Full-Time position
About the Role
Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits
Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules
Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management
Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly
Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien)
Knowledge of the Preliminary Notice and Lien Release process within various States.
Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time.
Here's a Snapshot of How You'll Contribute to Our Team
Strong attention to detail with proven time management, planning & organisation skills
Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values
Self-motivated, results driven and strong problem-solving skills
Great attention to detail with the ability to prioritise tasks and meet deadlines
Excellent interpersonal and communication skills - oral and written
Excellent multitasking and analytical skills
Who We're Looking For
Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset.
2+ years related experience
Excellent computer skills for word processing and excel spreadsheet analysis
Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner
Ability to work with difficult customers and resolve problems and issues
Occasional travel to the US may be required
Why Choose ICONIX?
This is a place where you will be empowered to do your best work.
We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered.
Base Pay: $29.75 - $34.50 per hour
Employee Incentive Plan (Annual Bonus)*
Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays)
Flexible health benefit plans (medical, dental, vision, ancillary)
401(k) plan with employer matching
Education assistance
Professional development
Scholarship program
Flexible work arrangements
Referral bonuses
Employee discount programs
Comprehensive employee assistance program
*For eligible employees.
Ready to build your career and realize your full potential? Apply now and join the flow! #IWW
ICONIX. Real People. Real Service. Real Solutions.
ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks.
Working at ICONIX Means Being Part of a Greater Organization
ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group.
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$29.8-34.5 hourly Auto-Apply 13d ago
Banker Positions
Poppy Bank 4.1
Personal banker job in Del Mar, CA
Full-time Description
Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today!
Summary: Senior New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR II:
The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Qualifications: Senior New Accounts/CSR III:
A minimum of three years banking teller experience is required
Advanced experience with opening consumer accounts and complex business accounts is required
Prior supervisory experience is preferred
Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
Possesses strong knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR III:
A minimum of 2 years banking teller experience is required
Experience with opening consumer accounts and basic business accounts is required
Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Possesses working knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR II:
A minimum of one year of banking teller experience is required
Beginner experience with opening consumer accounts is required
Beginner experience opening basic business accounts is preferred
Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Essential Duties: Senior New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
In conjunction with the Manager, makes monthly business development calls as assigned
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Essential Duties: New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Essential Duties: New Accounts/CSR II:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Open and support consumer and business checking, savings, CDs & IRAs
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None
Back Up Supervisory Responsibilities: Senior New Accounts/CSR III:
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Approves large transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager or his/her back up with various assigned duties
Handles difficult client situations in the absence of the Branch Manager or his/her backup
Physical/Mental Demands & Work Environment:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review
Fair Chance Ordinance
.
CA Privacy Notice to Applicants/Employees
Salary Description $20.00-$28.60/hour DOE
$20-28.6 hourly 60d+ ago
Executive Mortgage Banker (MLO+)
JBA International 4.1
Personal banker job in Irvine, CA
Currently seeking experienced Loan Officers who are looking to skyrocket their origination business with a solid mortgage banking enterprise. Interested candidates must have experience as a TOP TIER LOAN OFFICER for the most recent 3+ years. Secure One Capital Executive Mortgage Bankers (EMB):
As a Secure One Capital EMB, you are backed by the marketing and administrative muscle of the S1C Regional Headquarters and the support of an experienced executive team who know how to build a successful financial services business from the ground up. Our employees and every leader in the office are dedicated to HELPING YOU SUCCEDD. You will receive:
• Personal Websites
• Your own marketing budget, approved marketing material
• 24-hour access to online pricing, back office, and company technology
• Set your own price and compensation (Up to 300 bps)
• Licensing
• Larger Paychecks
• In-house NMLS Certified Trainer
• FHA/VA down to 580 Fico, Delegated Non-QM, Jumbo, Conventional
• Awards, Dinners, and Top Producer Vacations
• Everything is delegated and at our corporate office.
• A TRUE BUSINESS IN A BOX
We Provide Leads for you, but also teach you the fundamentals of marketing so you can drive your own calls targeting the demographic you want to close.
Requirements for consideration as an Executive Mortgage Bankers (EMB)
• Minimum 3-years of mortgage origination experience, closing loans.
• Your California State Mortgage Loan Originator (MLO) license must be active.
• Additional states a huge bonus * Knowledge of FHA and Conventional fundamentals.
• Gather all necessary documentation expeditiously.
• Ability to communicate effectively with borrowers.
• Must be highly motivated and driven - We are motivated to help you succeed.
At Secure One Capital Corporation, you will have your own P&L model branch and set your own market pricing margins. Great commissions, bonuses and even base salary with consistent profits. Stop working for the man and start working for yourself.
We are adversaries of the traditional mortgage model, We will teach you everything you need to know to work from our corporate office, your office, or home office. Its time that you receive a larger slice of pie.
About Secure One Capital:
Secure One Capital is a unique one-of-a-kind company in today's mortgage industry. Secure One is dedicated to serving the financial needs of individuals and families of all walks of life. One difference about Secure One Capital is that its associates can offer products and services from a broad array of financial programs allowing our associates to find the very best solution for their client's needs. Secure One Capital Associates do not work with clients who have large amounts of discretionary income - we work with everyday people to help them make critical financial decisions that helps move them from where they are to where they want to be.
Secure One Capital is a seasoned and entrepreneurial mortgage banker with a strong team of mortgage professionals that are driven by marketing expertise, technology, and an enthusiastic retail lending culture. Our real customer is our originators. We are licensed in 12 states.
We have a plethora of agency product lineups. Conventional, and government agency products include Home Ready, HECM Reverse, and piggyback seconds with No MI to 95%. FHA to 580 FICO and lower
$21k-36k yearly est. 60d+ ago
Business Banker (LO) - ENCINITAS, CA
Wells Fargo 4.6
Personal banker job in Encinitas, CA
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 Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with 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:
* Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
* Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
* Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
* Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
* Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
* Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
* This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 2+ years of in-branch business banking experience
* 1+ year of experience managing a dedicated book of small business customers across assigned territory
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Experience using strong business acumen to provide financial services consultation to business customers
* Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
* Customer service focus with experience handling complex transactions across multiple systems
* 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
* Experience mentoring and peer-coaching others
Job Expectations:
* This position is not eligible for Visa sponsorship.
* This position requires LO registration at the time of employment. Wells Fargo will initiate the LO 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: 276 N El Camino Real Ste A, ENCINITAS, CA 92024
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$30.77 - $45.67
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:
25 Feb 2026
* 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.
$44k-78k yearly est. 2d ago
Patient Financial Services Specialist
Ameripharma
Personal banker job in Laguna Hills, CA
Job DescriptionSalary: $22- $26 Hourly. DOE
AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves.
AmeriPharmas Benefits
Full benefits package including medical, dental, vision, life that fits your lifestyle and goals
Great pay and general compensation structures
Employee assistance program to assist with mental health, legal questions, financial counseling etc.
Comprehensive PTO and sick leave options
401k program
Plenty of opportunities for growth and advancement
Company sponsored outings and team-building events
Casual Fridays
Job Summary
As a Financial Assistance Coordinator at AmeriPharma, you will play a vital role in ensuring patients have access to theirprescribed medications by finding tailored solutions to minimize their out-of-pocket expenses. This role requires astrong understanding of major medical and pharmacy billing, particularly in the context of the Medicare Part D program.Your mission will be to assist patients in obtaining their medications in a timely and cost-effective manner whileadhering to compliance guidelines.
Schedule Details
Location: On-Site, Laguna Hills, CA
Two Positions
Hours: Monday-Friday, 8:00 AM - 4:30 PM OR Monday-Friday, 5:00 AM - 1:30 PM
Duties and Responsibilities
Facilitate copay assistance enrollment with patients, foundations, prescriber offices, and other departments as needed.
Tracking foundation fund availability and enrolling in a timely manner.
Communicate with patients on available copay assistance programs and status changes.
Reports patients refusing to pay copays or provide financial documentation for copay assistance enrollment tothe Financial Assistance Supervisor
Reports patients who do not wish to proceed to Financial Assistance Supervisor
Other duties as assigned
Required Qualifications
Patient-Centered Mindset: Demonstrate a strong commitment to the patient experience by providing personalized support tailored to each individual's financial needs and challenges.
Analytical Skills: Review and assess patient information in detail to identify the most effective financial assistance options available.
Billing Proficiency: Possess in-depth knowledge of major medical and pharmacy billing processes, with a strong understanding of Medicare Part D program structure and reimbursement models.
Copay and Foundation Programs: Have working knowledge of copay assistance programs and nonprofit foundation support resources to help reduce patients out-of-pocket costs.
Problem-Solving Abilities: Apply critical thinking to develop creative and effective solutions that ensure patients have access to prescribed therapies.
Time Management: Prioritize tasks effectively and manage time efficiently to maximize impact and maintain workflow momentum.
Team Collaboration: Thrive in both independent and team environments, collaborating seamlessly with cross-functional departments to support comprehensive patient care.
Adaptability: Demonstrate a willingness to quickly learn and adapt to evolving practices in both major medical and pharmacy billing.
Multitasking: Ability to effectively manage multiple tasks in a dynamic, fast-paced environment with shifting priorities.
Education and Experience Requirements
Associates Degree or equivalent experience in a related field
Preferred Qualifications
Medical Software Experience: Prior experience using medical record systems and software.
Relevant Background: Previous experience as a Patient Access Coordinator or Financial Assistance Coordinator is highly preferred.
Copay & Foundation Knowledge: Strong understanding of copay assistance programs and foundation-based financial support.
Industry Experience: Prior experience in a specialty pharmacy, specialty home infusion setting, or a similar healthcare environment is a plus.
Therapeutic Expertise: Prior experience with immunoglobulin (IG) therapies, oncology treatments, and related billing processes is highly preferred.
Communication Skills: Excellent verbal and written communication abilities, with strong interpersonal skills.
Time Management: Proven ability to work well under pressure and effectively prioritize tasks.
Problem-Solving: Proactive and resourceful problem solver with a patient-centered, customer-first mindset.
Organizational Skills: Highly organized and detail-oriented in managing complex workflows.
Technical Proficiency: Skilled in Microsoft Office Suite and Google Workspace (Gmail, Google Chat, Drive, Calendar, Docs, Sheets).
Tech Savvy: Strong computer skills with the ability to quickly learn and navigate new systems and platforms.
AmeriPharmas Mission Statement
Our goal is to achieve superior clinical and economic outcomes while maintaining the utmost compassion and care for our patients. It is our joint and individual responsibility daily to demonstrate to outpatients, prescribers, colleagues, and others that We Care!
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is continuously required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 20 pounds and occasionally lift/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus.
EEO Statement
The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time. AmeriPharma values diversity in its workforce and is proud to be an AAP/EEO employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, age, protected veteran status, or based on disability or any other legally protected class.
$22-26 hourly 7d ago
Financial Service Representative II
Southland Credit Union 3.7
Personal banker job in Lynwood, CA
Role
Provide exceptional service at all times. Discuss account options, cross sell credit union products and services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans.
Major Duties and Responsibilities
Identifies cross sell opportunities and cross-sells all C.U. products and services, including
account related products such as, but not limited to, credit life, credit disability, MBI,
GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services.
10% Assists members with opening and closing savings, checking, certificates, IRAs and other
depository service accounts (limited cash handling). Perform necessary file maintenance to
set up accounts and services.
Assist members and potential members with loan requests, takes loan applications, process
loan documents for in-person closing or shipment via mail, including preparation of loan records
and data set up on computer system. Review any conditions required for loan approval with
member and obtain necessary documentation. Forward exceptions to a Loan
Officer if automatic system approval is not received. Follow up on unclosed member loans
that cannot be completed at initial meeting. Assures that appropriate records are maintained
and required reports are prepared. Collect and forward taxes on all vehicle loans.
Set up and input file maintenance for check orders, payroll deduction, automatic transfers
and ACH origination.
Monitors lobby activity to ensure prompt, professional service. Performs all duties within
procedures, policies, and SCU's Universal Performance Standards. Performs other related
duties as assigned.
Knowledge and Skills
Experience: One year of similar or related experience in financial services, preferably in a credit union or banking environment. Experience in member service, loan processing, and/or financial sales required
Education: A high school diploma or GED.
Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant
level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an
important part of the job.
Other Skills: Must be fulent in spanish.Exceptional sales skills. PC proficient, able to operate a computer keyboard and 10-key calculator.
Hours & Location:
St. Francis Express Office
3628 E. Imperial Hwy. STE 106
Lynwood, CA 90262
Hours:
Monday - Friday: 8:00 a.m. - 4:00 p.m.
Closed daily: 11:30 a.m. to 12:00 p.m.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Southland Credit Union is an Equal Opportunity Employer.
Salary Minimum USD $27.30/Hr. Salary Maximum USD $40.96/Hr.
$27.3-41 hourly Auto-Apply 20d ago
Business Banker (LO) - ENCINITAS, CA
W.F. Young 3.5
Personal banker job in Encinitas, CA
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 Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with 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:
Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financial services consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems
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
Experience mentoring and peer-coaching others
Job Expectations:
This position is not eligible for Visa sponsorship.
This position requires LO registration at the time of employment. Wells Fargo will initiate the LO 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: 276 N El Camino Real Ste A, ENCINITAS, CA 92024
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$30.77 - $45.67
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:
25 Feb 2026
*
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.
$67k-90k yearly est. Auto-Apply 3d ago
Community Banker
Provident Savings Bank 4.3
Personal banker job in Riverside, CA
Title: Community Banker
Division: 06 - Retail Banking
Branch: RBC 13 - Orangecrest
Located at: 19348 Van Buren Blvd, Suite 119, Riverside, CA 92508
Job Type: Non-Exempt/Prime-Time (32-38/hours/week)
Hourly Range: $19.00- $22.00per hour
About Provident Savings Bank
Founded in 1956 by Gordon Blunden, Provident Savings Bank was built on the vision of creating a lasting business that would serve the community for generations. Our mission is to empower and support our community by offering exceptional financial services with integrity and a personalized touch. We foster a positive, supportive work environment for our employees, providing opportunities for professional growth, competitive benefits, and a culture of respect and collaboration. By investing in our team, we ensure they can deliver the best service to our customers. Together, we focus on building enduring relationships, supporting local growth, and contributing to the overall prosperity of our community.
Overview:
The Community Banker is responsible for providing superior customer service at the retail banking center, receiving and processing funds as required, balancing out all daily transactions, and successfully cross-selling services and products of the Bank.
This is a prime-time position, which typically involves working between 35 and 38 hours per week. The role is also eligible for a comprehensive benefits package, including medical, dental, and vision insurance, as well as accrued vacation, sick leave, and personal time.
Your potential work schedule will be as follows:
Monday through Thursday: Approximately 8:30 a.m. to 5:30 p.m.
Friday: Approximately 8:30 a.m. to 6:30 p.m.
Saturday: Approximately 9:30 a.m. to 2:30 p.m. (half-day shift)
The hourly pay for this position is $20.00
Reports to / Supervision Received
Manager: Branch Service/Operations Manager
Next-Level Manager: Community Banking Manager
Senior Manager: Senior Vice President, Retail Banking
Essential Functions:
Will meet or exceed all established goals and objectives for this position.
Performs all tasks in full compliance with established policies and procedures; such tasks to include posting deposit and withdrawal transactions, and handling all check-cashing requests in full compliance with Regulation CC.
Maintain and ensure that approved cash drawer limits are adhered to as outlined in the cash control procedure, and maintains proper records of all transactions; balancing of cash drawer on a daily basis in a timely manner; when required, may assist in proofing daily transactions.
Responsible for designated duties, which may include completion of money order, or cashier checks, and processing of loan payments; ensuring proper identification of customer is received and collects service fees, as applicable; and merchant transactions as required.
Professionally and effectively maintain a level of communication throughout all customer interaction including the need to explain various decisions made on transactions.
Ensures that all security procedures are adhered to. These procedures include opening and closing procedures, cash drawer limits, dual control functions, elder abuse reporting, and compliance with BSA regulations.
Actively generates new business relationships and participates in outside sales activities including: cold calling, prospecting, community events, telemarketing, Bank-At-Work events, etc. Must possess strong presentation skills and the ability to creatively develop new business relationships inside and outside of the branches. Requires flexibility to participate in offsite business development endeavors and will maintain a business pipeline.
Arranges for transfers between accounts; and handles loan payment transactions. Accurately prepares documents, i.e., allotment visa debit card applications, visa debit card lost/stolen, as well as filing of various records relating to accounts.
Assists in the handling of daily mail, including the processing of deposits and loan payments, Responsible for the proper control of cash, as well as protection of confidential financial information, to include non-disclosure of password and teller number, and control of teller keys/combos at all times. Protects the confidentiality of all financial data relating to bank operations and its customers.
Maintains inventory of supplies, forms and equipment at the banking center at a satisfactory level; makes recommendations for additions and/or deletions to the Community Banking Manager.
Establishes and maintains the necessary records and files for the banking operation; records and directs pick-up, opening, delivery and depositing of mail for the Center, as necessary.
Ensures that all credit card cash advance transactions are handled in accordance with established policies and procedures with proper identification and approval.
Confidently possesses sufficient product knowledge and seeks opportunities to explain, promote, or sell/cross-sell benefits of bank services and products to customers, while providing quality customer service. Maintains a prospect log and follows up with potential relationships and responds to customer inquiries in a professional, courteous, and timely manner.
Responsible for maintaining high level of job performance to meet and/or exceed the standard for this position in order to ensure achievement of the Department's goals.
Supervisory Responsibility
This position generally does not supervise other staff members.
Required Education and/or Experience
High school diploma or equivalent.
Successful completion of in-house training program or other approved training program.
Skills
Must maintain working knowledge of all federal and state banking regulations as they relate to tasks being performed.
Must have ability to work well with customers and staff, both in person and by telephone; good interpersonal skills.
Sales skills a plus.
Certificates, Licenses, Registrations
Must have a valid California driver's license and carry current auto insurance that meets or exceeds the minimum requirements of the California DMV.
$19-22 hourly 55d ago
Personal Banker - Del Mar
First Bank 4.6
Personal banker job in Del Mar, CA
Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, PersonalBanker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch.
What You Will Be Doing
* Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
* Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center.
* Working towards achievement of branch and individual sales and referral goals.
* Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
* Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own.
* Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
* (In-Store branches) Should cultivate relationship with retail store associates.
* Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
* Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
* Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
* Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required).
* Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered.
* Helping commercial and small business clients/prospects with product questions, account support and various other tasks.
* Assisting with wire transfers and other operational duties, as needed.
#INDSL1
* High School Diploma or Equivalent
* Minimum of 24 months of sales and/or banking experience preferred
* NMLS registry required
* Proven sales skills
* Good analytical skills
* Developed customer service skills, including written and verbal communication
* Ability to use a PC and alpha/numeric keyboard
* Flexible work week schedule
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making.
Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business.
The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is 26.00 - 29
$31k-36k yearly est. 60d+ ago
Universal Banker III
Op Bancorp
Personal banker job in Buena Park, CA
At Open Bank, we pride ourselves on being different and OPEN to new ideas and opportunities for our clients and employees. We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive compensation and benefits package to recruit, retain and reward top talent. We would like to be your partner in success and happiness!
Join our TEAM - Together Everyone Achieves More
Job Title: Universal Banker III
Department: Buena Park Office
We are looking for a Universal Banker III to join our Buena Park Office branch at Open Bank! The Universal Banker III will play a crucial role in delivering exceptional customer service while providing a wide range of banking solutions to clients. The Universal Banker III is responsible for managing customer relationships, understanding their financial needs, and offering tailored Bank products and services to enhance their banking experience. This position will also be tasked with processing transactions, opening new accounts, and resolving customer inquiries efficiently. By leveraging their expertise, they will contribute to the overall growth and profitability of the branch. Ultimately, this role aims to foster long-term relationships with customers, ensuring their financial goals are met through personalized banking solutions.
Key Responsibilities:
* Meeting with customers and non-customers to open all types of savings, checking, and certificate of deposit accounts, based on discovery of the customer needs.
* Cross sell appropriate Bank products and services of all types.
* Excellence in product knowledge, sales, and service skills is essential.
* Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs.
* Opens, closes, and renews all types of savings, certificate of deposit and checking products.
* Provides exceptional service in handling clients in person or on the telephone.
* Engage with customers to assess their banking needs and provide appropriate solutions.
* Process various banking transactions, including deposits, withdrawals, and loan applications.
* Open and maintain customer accounts, ensuring compliance with regulatory requirements.
* Resolve customer inquiries and issues promptly, providing a high level of service.
* Collaborate with branch staff to achieve branch goals and enhance customer satisfaction.
Requirements/Qualifications:
* Minimum 3 years of experience as an operation specialist in bank operations required.
* Retail sales and service experience, including cash handling is a plus.
* Working knowledge of computers, related business programs and online banking systems.
* Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
* Ability to respond effectively to the most sensitive inquiries or client complaints.
* Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, core banking process systems, e-mail and on-line banking programs.
* Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
* Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
* Be able to handle large amounts of cash.
* While performing the duties of this job, the employee is regularly required to sit, use hands and fingers to handle or feel; reach with hands and arms, and talk and hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
Employee Benefits & Perks
* Medical, Dental, & Vision: Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.
* Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank pays 100% of the cost.
* Flexible Spending Account (FSA): Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
* 401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.
* Paid Time Off (PTO): Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
* Employee Assistance Program (EAP): The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
* Company Paid Lunch: Open Bank provides company paid lunch twice a week.
To view current job openings, please visit Open Bank Careers Page: ******************************
$34k-46k yearly est. 6d ago
Universal Banker III
Open Bank 3.9
Personal banker job in Buena Park, CA
At Open Bank, we pride ourselves on being different and OPEN to new ideas and opportunities for our clients and employees.
We celebrate innovation, diversity, teamwork, excellence and integrity. We are an equal opportunity employer and offer competitive compensation and benefits package to recruit, retain and reward top talent. We would like to be your partner in success and happiness!
Join our TEAM - Together Everyone Achieves More
Job Title: Universal Banker III
Department: Buena Park Office
We are looking for a Universal Banker III to join our Buena Park Office branch at Open Bank! The Universal Banker III will play a crucial role in delivering exceptional customer service while providing a wide range of banking solutions to clients. The Universal Banker III is responsible for managing customer relationships, understanding their financial needs, and offering tailored Bank products and services to enhance their banking experience. This position will also be tasked with processing transactions, opening new accounts, and resolving customer inquiries efficiently. By leveraging their expertise, they will contribute to the overall growth and profitability of the branch. Ultimately, this role aims to foster long-term relationships with customers, ensuring their financial goals are met through personalized banking solutions.
Key Responsibilities:
Meeting with customers and non-customers to open all types of savings, checking, and certificate of deposit accounts, based on discovery of the customer needs.
Cross sell appropriate Bank products and services of all types.
Excellence in product knowledge, sales, and service skills is essential.
Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs.
Opens, closes, and renews all types of savings, certificate of deposit and checking products.
Provides exceptional service in handling clients in person or on the telephone.
Engage with customers to assess their banking needs and provide appropriate solutions.
Process various banking transactions, including deposits, withdrawals, and loan applications.
Open and maintain customer accounts, ensuring compliance with regulatory requirements.
Resolve customer inquiries and issues promptly, providing a high level of service.
Collaborate with branch staff to achieve branch goals and enhance customer satisfaction.
Requirements/Qualifications:
Minimum 3 years of experience as an operation specialist in bank operations required.
Retail sales and service experience, including cash handling is a plus.
Working knowledge of computers, related business programs and online banking systems.
Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
Ability to respond effectively to the most sensitive inquiries or client complaints.
Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, core banking process systems, e-mail and on-line banking programs.
Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Be able to handle large amounts of cash.
While performing the duties of this job, the employee is regularly required to sit, use hands and fingers to handle or feel; reach with hands and arms, and talk and hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
Employee Benefits & Perks
Medical, Dental, & Vision: Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.
Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank pays 100% of the cost.
Flexible Spending Account (FSA): Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.
Paid Time Off (PTO): Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
Employee Assistance Program (EAP): The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
Company Paid Lunch: Open Bank provides company paid lunch twice a week.
To view current job openings, please visit Open Bank Careers Page: ******************************
$31k-42k yearly est. Auto-Apply 5d ago
Financial Services Representative - State Farm Agent Team Member
Derek Tsu-State Farm Agent
Personal banker job in San Marino, CA
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Experience in financial services preferred.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Ability to relate to a customer.
Goal-oriented and motivated by achieving measurable results.
$33k-52k yearly est. 30d ago
Financial Services Representative State Farm Agent Team Member
Allan Cheng-State Farm Agent
Personal banker job in Glendora, CA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Employee discounts
Flexible schedule
Paid time off
Training & development
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Simple IRA
Requirements
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Ability to make presentations to potential customers
Ability to assess customer needs and conduct effective interviews
Knowledge of financial services products
Ability to explain complex financial issues in understandable terms
Bilingual - Mandarin preferred
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bachelor's degree required
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
How much does a personal banker earn in Laguna Niguel, CA?
The average personal banker in Laguna Niguel, CA earns between $29,000 and $51,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Laguna Niguel, CA
$39,000
What are the biggest employers of Personal Bankers in Laguna Niguel, CA?
The biggest employers of Personal Bankers in Laguna Niguel, CA are: