Personal Banker Jobs in Mill Valley, CA

Ready to play a key role in building the future of living? Join Samara in tackling California's housing shortage and enabling people to attain sustainable housing without compromising design or quality. Our flagship product, Backyard, is a fully turnkey, premium accessory dwelling unit (ADU) designed for homeowners and real estate developers. As we expand our offerings and scale our in-house development initiatives, we're at a pivotal moment, redefining homeownership through high-quality, attainable infill housing. Backed by top-tier investors, including Airbnb, Thrive Capital, and 8VC, Samara is positioned for significant growth and market impact. As a member of our Strategic Finance team, you'll work closely with the CFO and executive team, providing support on fundraising, pricing strategy, unit economics, and resource allocation to help guide high-stakes decisions. We're looking for a driven, analytical mind to join our Redwood City team to help us make smart decisions, dive into the data, and ultimately, help us scale this incredible vision. This is an opportunity to build and hone your strategic finance skillset in a dynamic startup environment, with mentorship from experienced leaders. This is a hybrid role with an expectation to be in office in Redwood City from Tuesday to Thursday. Responsibilities: Financial Analysis & Performance Tracking Play a crucial role in projecting our financial future and informing key growth strategies Maintain budgets and KPI reporting with cross functional teams Analyze financial data to identify trends and opportunities Perform variance analysis and recommend corrective actions Partner with Accounting on monthly close Help automate and scale reporting and operational processes Strategic Planning & Capital Allocation Build financial models for forecasts and risk assessments. Prepare and present financial reports and recommendations Provide support for capital raising as we scale our development business Support project capital asset management and investor reporting Cross-Functional Leadership Partner with business leaders to drive strategic initiatives, influencing business decisions and provide proactive recommendations, backed by strong business and financial analysis Conduct ad-hoc analyses to support business objectives Qualifications Bachelor's degree in Economics, Finance, Business, or a related field 3-5 years of experience in Finance/FP&A (preferably in a startup environment) or investment banking Experience in technology, real estate development, or manufacturing industries is a plus Strong financial modeling and Excel skills (case study required in interview) Basic understanding of GAAP accounting principles Preferred Tools: Excel/Google Sheets, NetSuite, SQL, Python, Databricks, Promt engineering and automation Excellent analytical and presentation skills Ability to work independently and collaboratively in a fast-paced environment Intellectual curiosity; Willingness to take on new challenges Highly organized and able to manage multiple tasks Data-driven and a team player What We Offer: Competitive base salary of $120-140k/year, dependent on experience Yearly performance bonus Early stage equity in a rapidly growing company with significant upside potential Hybrid work schedule with 3 days each week in our Redwood City office Exceptional health, dental, and vision insurance 401k eligibility after 6 months Flexible PTO policy

Ventures Thomvest Ventures is a venture capital firm with over $750 million under management. We focus on opportunities in the fields of financial technology, cybersecurity, and enterprise infrastructure. The capital we invest is our own, enabling us to be more creative and flexible with the entrepreneurs we work with as well as to help them focus on building industry-leading companies. We are adding a Portfolio Finance Associate to support our team. This is a unique opportunity to apply your financial expertise to support our investing activities, with a primary focus on analyzing the financial performance and valuation of our portfolio companies. The role will also support our broader team as we evaluate potential new investments. The role will be based out of our San Francisco office. This is an excellent opportunity for someone with a strong accounting background who also has experience in financial analysis and valuation - ideal for candidates coming from investment banking, Big Four accounting (Transaction Services, Valuations, Audit), corporate finance, or private equity/venture capital. Key Responsibilities: Accounting & Portfolio Monitoring Collaborate with portfolio company finance teams to ensure accurate and timely financial reporting. Analyze portfolio company financial reports to track performance, identify risks, and assess financial trends. Conduct financial due diligence as part of follow-on financings for portfolio companies, including reviewing financial statements, accounting policies, and key risks. Financial & Valuation Analysis Perform valuation analysis (primarily comparable company and precedent transaction-based) for portfolio companies and potential investments. Analyze company financial statements, revenue models, and capital structures to support investment decisions. Support quarterly and annual valuation updates for portfolio companies in accordance with reporting standards. Work with the investment team to assess the financial health of current and potential new investments. Investor & Internal Reporting Prepare financial summaries and valuation insights for internal investment meetings and Limited Partner updates. Assist in building reports and presentations on fund performance, financial trends, and portfolio metrics. Work closely with the accounting team to ensure fund-level reporting and compliance with valuation best practices. Qualifications & Experience: 4+ years of experience in financial analysis, accounting, or valuation-preferably in investment banking, Big Four accounting (Transaction Services, Valuation, or Audit), corporate finance, private equity, or venture capital. Strong understanding of accounting principles (GAAP/IFRS) and financial statement analysis. Experience conducting valuation analyses (comps and precedent transactions) and financial due diligence. Advanced Excel and financial modeling skills; familiarity with financial databases (PitchBook and Capital IQ) is a plus. Strong analytical and problem-solving abilities, with keen attention to detail. Ability to work collaboratively with team members working out of our offices in San Francisco and Toronto. CPA, CFA, or MBA (or progress toward one of these) is a plus but not required. Why Join Us? Gain direct exposure to venture capital investing and the startup ecosystem. Work closely with senior investment professionals and participate in high-impact financial decision-making. Competitive compensation with performance-based incentives.

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. **Job Responsibilities** + Acting as the primary day-to-day client point of contact and lead banker on deals + Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward + Refining marketing/execution materials for maximum client impact + Overseeing the creation of financial projection models + Identifying and managing all risks in a given deal + Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) + Leading client negotiations, Q&A process and management interviews **Required qualifications, capabilities, and skills** + Prior VP level experience in Healthcare Investment Banking + Experience in training junior bankers + Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity + Very strong quantitative and analytical skills (including Excel modelling and valuation work) + Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions + Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team + Ability to comfortably interact with clients in a professional and mature manner + Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** San Francisco,CA $200,000.00 - $275,000.00 / year

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

Who We Are We're a food company using sustainable ingredients and thoughtful food science to replicate our favorite foods in ways that make them more affordable, less harmful, and really, truly just as delicious. We believe that in our best future, the best foods - the ones we love the most - will not just be earth-friendly, but also easy to afford and hard to resist. We've taken some of your favorite foods - think peanut butter, coffee & chocolate - and recreated them using upcycled ingredients and innovative food science. From food allergies to climate change and unjust labor practices, the foods you love are in serious need of an upgrade. Our Nut-Free Spreads, Bean-Free Coffee & Cocoa-Free Chocolate are top 9 allergen-free, vegan, gluten-free, non-GMO, affordable and most importantly, utterly delicious. Earlier this year, we were proud to announce our global B2B partnership with Cargill and our $52 million Series A+ raise, in a round co-led by Level One Fund and Horizons Ventures, bringing our total funding raised to over $94 million. This funding is earmarked for hiring additional headcount, meeting greater than anticipated consumer and commercial demand, funding expanded manufacturing facilities, and building out our foodservice channel. It is a great time to join us on our voyage! How We Work We're a rapidly growing team who value diversity in all its forms. We love adding new perspectives and appreciate those who ask questions that help us challenge assumptions, explore new directions, bias towards action, and improve what we've already built. We are a group of like-minded difference makers. Curiosity drives our development. We have tenacity and a risk-taking mentality at every level of our organization to keep challenging normalcy. We believe it's our responsibility to create an environment in which every person can bring their full, authentic selves to work. We push each other to be our best and make every stakeholder proud. Read more about us by visiting our careers page, learn more about our recent news, and follow along on LinkedIn and Instagram. Voyage Foods is growing quickly! Interested in working with us but don't see a position that matches your background and interests? Even if we don't have a position open now that suits your skillset or background, there is a good chance we'll have one in the future. Submit your application and resume below; if a role opens up that's a fit, we'll be in touch! What qualities do we look for in our future team-members * Curiosity - the pursuit of knowledge or learning drives you as an individual * Passion for what we're building at Voyage Foods * Compassion and Humility * A "roll up your sleeves" mentality and comfort with ambiguity * An entrepreneurial mindset - we're an early stage startup so we're not just looking for someone to deploy a playbook. We want you to help build it Please tell us in your application * Why you want to work for Voyage Foods * The skills you have to offer! Another great way to keep Voyage Foods on your radar is by following us on LinkedIn and checking back periodically for new job openings to the position that you are most interested in. By completing this application you will be entered into our applicant pool for review against both current and future needs, and we'll contact you if anything comes up. However, this is not a substitute for a direct job application; please DO submit your application to any specific job you are interested in. If you have questions about this, please reach out to *********************** Voyage Foods is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Voyage Foods is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Alex Chancellor, SHRM-SCP at ******************** or **************. Voyage Foods will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a background check.

bio Founded by a UC Berkeley Ph.D. graduate and a SynBio veteran, Pow.bio is revolutionizing the $500B biomanufacturing market by building a self-driving fermenter platform that enables cost-effective scale-up solutions across a wide array of strains, organisms, and products. We are excited about your interest in being part of our mission to revolutionize the field of synthetic biology. In today's world, we recognize the crucial role dreamers play in shaping a brighter future. For us, this means using the power of biology to address the challenges of a growing world. As the planet continues to warm, it's our mission to help bring sustainable products to market. We feel very strongly that in fulfilling Pow's mission to Change Scale-Up Forever, we'll create something special. We are seeking scientists, explorers, thinkers, dreamers, collaborators, advisors, teachers and builders to join our growing organization. Even though we may not have the perfect role listed at this moment, we're always excited to connect with potential future teammates. Share your resume and tell us about what piques your interest. We'd love to hear about your background and how you envision making a meaningful impact with us. Above all, share with us what inspires you to be a part of the Pow.bio family! We're eagerly looking forward to hearing from you! Compensation and Benefits Pow.bio offers competitive salaries and benefits including unlimited PTO, company-wide holidays, health, dental and vision insurance, 401(k), and commuter benefits. This position is for our Berkeley, CA location. There is no relocation assistance offered at this time. Pow.bio is an equal opportunity employer promoting diversity and inclusion in the workspace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical conditions, veteran status, sexual orientation, gender (including gender identity and gender expression), sex (which includes pregnancy, childbirth, and breastfeeding), genetic information, taking or requesting statutorily protected leave, or any other characteristic protected by law. Legal authorization to work in the United States is required. We are not able to sponsor individuals for employment visas for this job. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

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

UNIVERSAL BANKER - Full Time (Millbrae, CA) The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed. Why Provident? Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area "Top Workplace" since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation. Our values are: * Listen * Get Better * Do What's Right Education / Work Experience / Skills / Abilities: * Bachelor's degree preferred * 1+ years in financial services experience in banking or credit union * 1+ years of sales and service experience with proven results * Experience making effective outbound telephone calls * Experience with Real Estate and Consumer Loans * Experience with business banking products and relationships * Experience with cash handling/teller transactions/loan funding * Experience in working in a team environment and developing relationships * Excellent listening and speaking skills * Excellent written communication skills * Computer literacy skills and proficient in Windows and Microsoft Office * Understand and adhere to BSA and OFAC policy and procedures including: * CTR requirements * CIP requirements * CDD requirements * OFAC verification requirements * Reporting suspicious activity * Maintaining records on negotiable instrument * Licenses/Certifications: * NMLS - National Mortgage Licensing System and Registry to obtain within 30 days of hired * Medallion Stamp Certification to obtain within 120 days of hired Travel Details / Schedule: Travel: * Required to travel to other Provident locations outside of home branch * Required to attend offsite training, meetings, or events Work Schedule: * Full-time; 40 hours a week Monday - Friday 8:30am - 5:30pm & rotational Saturdays 8:45am - 2:30pm * Occasionally work early or late hours, and extended weekend hours Company Benefits you will enjoy: * Quality medical, dental and vision care coverage * 401(k) retirement plan with up to 150% matching employer contributions * Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses * Annual discretionary bonus * Employee referral bonus * Generous paid time off and paid holidays * Flexible spending accounts * Short and long-term disability coverage * Life and AD&D insurance * Provident membership * Rate discount on home, auto loans and personal loans * Opportunity to use company owned condo in Maui and Lake Tahoe Compensation: Pay Grade is P1. This position is eligible for our twice a year discretionary bonus. Targeted Base Pay: $27.50/hr Join us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally. Provident is an Equal Opportunity Employer We are a winner of the Bay Area News Group Top Work Place in 2018 - 2024. Check us out on Glassdoor! Qualifications

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Technology team in San Francisco. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 USD We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Ready to play a key role in building the future of living? Join Samara in tackling California's housing shortage and enabling people to attain sustainable housing without compromising design or quality. Our flagship product, Backyard, is a fully turnkey, premium accessory dwelling unit (ADU) designed for homeowners and real estate developers. As we expand our offerings and scale our in-house development initiatives, we're at a pivotal moment, redefining homeownership through high-quality, attainable infill housing. Backed by top-tier investors, including Airbnb, Thrive Capital, and 8VC, Samara is positioned for significant growth and market impact. As a member of our Strategic Finance team, you'll work closely with the CFO and executive team, providing support on fundraising, pricing strategy, unit economics, and resource allocation to help guide high-stakes decisions. We're looking for a driven, analytical mind to join our Redwood City team to help us make smart decisions, dive into the data, and ultimately, help us scale this incredible vision. This is an opportunity to build and hone your strategic finance skillset in a dynamic startup environment, with mentorship from experienced leaders. This is a hybrid role with an expectation to be in office in Redwood City from Tuesday to Thursday. Responsibilities: Financial Analysis & Performance Tracking Play a crucial role in projecting our financial future and informing key growth strategies Maintain budgets and KPI reporting with cross functional teams Analyze financial data to identify trends and opportunities Perform variance analysis and recommend corrective actions Partner with Accounting on monthly close Help automate and scale reporting and operational processes Strategic Planning & Capital Allocation Build financial models for forecasts and risk assessments. Prepare and present financial reports and recommendations Provide support for capital raising as we scale our development business Support project capital asset management and investor reporting Cross-Functional Leadership Partner with business leaders to drive strategic initiatives, influencing business decisions and provide proactive recommendations, backed by strong business and financial analysis Conduct ad-hoc analyses to support business objectives Qualifications Bachelor's degree in Economics, Finance, Business, or a related field 3-5 years of experience in Finance/FP&A (preferably in a startup environment) or investment banking Experience in technology, real estate development, or manufacturing industries is a plus Strong financial modeling and Excel skills (case study required in interview) Basic understanding of GAAP accounting principles Preferred Tools: Excel/Google Sheets, NetSuite, SQL, Python, Databricks, Promt engineering and automation Excellent analytical and presentation skills Ability to work independently and collaboratively in a fast-paced environment Intellectual curiosity; Willingness to take on new challenges Highly organized and able to manage multiple tasks Data-driven and a team player What We Offer: Competitive base salary of $120-140k/year, dependent on experience Yearly performance bonus Early stage equity in a rapidly growing company with significant upside potential Hybrid work schedule with 3 days each week in our Redwood City office Exceptional health, dental, and vision insurance 401k eligibility after 6 months Flexible PTO policy

JobID: 210615547 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $200,000.00-$275,000.00 As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities * Acting as the primary day-to-day client point of contact and lead banker on deals * Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward * Refining marketing/execution materials for maximum client impact * Overseeing the creation of financial projection models * Identifying and managing all risks in a given deal * Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) * Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills * Prior VP level experience in Healthcare Investment Banking * Experience in training junior bankers * Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity * Very strong quantitative and analytical skills (including Excel modelling and valuation work) * Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions * Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team * Ability to comfortably interact with clients in a professional and mature manner * Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact Overseeing the creation of financial projection models Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills Prior VP level experience in Healthcare Investment Banking Experience in training junior bankers Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

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

Job Details Fremont, CA Full Time $27.50 - $27.50 HourlyDescription UNIVERSAL BANKER (Fremont, CA) The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed. Why Provident? Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation. Our values are: Listen Get Better Do What's Right Essential Functions: Service Excellence Deliver exceptional service to members by embracing our values - Listen, Get Better, and Do What's Right. Meet service goals for internal and external surveys, including social media posts and public scoring sites such as Yelp and Google Reviews React quickly and uphold organization-wide service standards by working collaboratively across the organization to exceed member expectations. Operational Excellence Ensure operational excellence by being knowledgeable, engaged, trained, and focused on flawless execution. Perform basic teller functions, including processing deposits, withdrawals, loan payments, and stop payments. Maintain member confidentiality by properly securing and safeguarding member information. Mitigate risk by complying with regulations within policies and procedures. Ensure transactions and data entry fields are free of errors 100% of the time. Grow the Credit Union Attract and retain members that are highly engaged with Provident and consider us their PFI (primary financial institution). Opens/processes new member accounts and loan applications. Offers Ancillary products. Meet assigned goals and position objectives. Review branch reports to understand branch performance and goal achievement. Champion and participate in effective business development efforts, including community events and volunteer activities. Stay informed and up to date by actively participating in huddles, meetings, and regular communication. Increase Member Value Increase member value by understanding member preferences, delivering unparalleled convenience and member choice that is fast, flexible, and free of bureaucracy. Understand promotions and provide each member with customized financial solutions. Leverage “localness” by participating in local events (3-5 miles radius) such as community events, volunteer activities, and business network events. Performs other duties as assigned. Excellent listening and speaking skills. Excellent written communication skills. Complete required BSA & OFAC training annually. Understand and adhere to BSA and OFAC policy and procedures. Education / Work Experience / Skills / Abilities: Bachelor's degree preferred. 1+ years in financial services experience in banking or credit union 1+ years of sales and service experience with proven results. Experience making effective outbound telephone calls. Experience with Real Estate and Consumer Loans. Experience with business banking products and relationships. Experience with cash handling/teller transactions/loan funding. Experience in working in a team environment and developing relationships. Excellent listening and speaking skills. Excellent written communication skills. Computer literacy skills and proficient in Windows and Microsoft Office. Understand and adhere to BSA and OFAC policy and procedures including: • CTR requirements • CIP requirements • CDD requirements • OFAC verification requirements • Reporting suspicious activity • Maintaining records on negotiable instrument Licenses/Certifications: - Notary License, ability to obtain within 120 days of hired. - CUNA Certification/FiCEP Financial Counseling Certification to obtain within 120 days of hired. - NMLS - National Mortgage Licensing System and Registry to obtain within 30 days of hired. - Medallion Stamp Certification to obtain within 120 days of hired. Travel Details / Schedule: Travel: Required to travel to other Provident locations outside of home branch. Required to attend offsite training, meetings, or events. Work Schedule: Full-time; 40 hours a week Monday - Friday, 9:15am - 6:15pm & rotational Saturdays 8:45am - 4:30pm Occasionally work early or late hours, and extended weekend hours. Company Benefits you will enjoy: Quality medical, dental and vision care coverage 401(k) retirement plan with up to 150% matching employer contributions Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses. Annual discretionary bonus Employee referral bonus Generous paid time off and paid holidays Flexible spending accounts Short and long-term disability coverage Life and AD&D insurance Provident membership Rate discount on home, auto loans and personal loans. Opportunity to use company owned condo in Maui and Lake Tahoe Compensation: Pay Grade is P1. This position is eligible for our twice a year discretionary bonus. Targeted Base Pay: 27.50/hr Join us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally. Provident is an Equal Opportunity Employer We are a winner of the Bay Area News Group Top Work Place in 2018 - 2025. Check us out on Glassdoor!

Ready to play a key role in building the future of living? Join Samara in tackling California's housing shortage and enabling people to attain sustainable housing without compromising design or quality. Our flagship product, Backyard, is a fully turnkey, premium accessory dwelling unit (ADU) designed for homeowners and real estate developers. As we expand our offerings and scale our in-house development initiatives, we're at a pivotal moment, redefining homeownership through high-quality, attainable infill housing. Backed by top-tier investors, including Airbnb, Thrive Capital, and 8VC, Samara is positioned for significant growth and market impact. As a member of our Strategic Finance team, you'll work closely with the CFO and executive team, providing support on fundraising, pricing strategy, unit economics, and resource allocation to help guide high-stakes decisions. We're looking for a driven, analytical mind to join our Redwood City team to help us make smart decisions, dive into the data, and ultimately, help us scale this incredible vision. This is an opportunity to build and hone your strategic finance skillset in a dynamic startup environment, with mentorship from experienced leaders. This is a hybrid role with an expectation to be in office in Redwood City from Tuesday to Thursday. Responsibilities: Financial Analysis & Performance Tracking Play a crucial role in projecting our financial future and informing key growth strategies Maintain budgets and KPI reporting with cross functional teams Analyze financial data to identify trends and opportunities Perform variance analysis and recommend corrective actions Partner with Accounting on monthly close Help automate and scale reporting and operational processes Strategic Planning & Capital Allocation Build financial models for forecasts and risk assessments. Prepare and present financial reports and recommendations Provide support for capital raising as we scale our development business Support project capital asset management and investor reporting Cross-Functional Leadership Partner with business leaders to drive strategic initiatives, influencing business decisions and provide proactive recommendations, backed by strong business and financial analysis Conduct ad-hoc analyses to support business objectives Qualifications Bachelor's degree in Economics, Finance, Business, or a related field 3-5 years of experience in Finance/FP&A (preferably in a startup environment) or investment banking Experience in technology, real estate development, or manufacturing industries is a plus Strong financial modeling and Excel skills (case study required in interview) Basic understanding of GAAP accounting principles Preferred Tools: Excel/Google Sheets, NetSuite, SQL, Python, Databricks, Promt engineering and automation Excellent analytical and presentation skills Ability to work independently and collaboratively in a fast-paced environment Intellectual curiosity; Willingness to take on new challenges Highly organized and able to manage multiple tasks Data-driven and a team player What We Offer: Competitive base salary of $120-140k/year, dependent on experience Yearly performance bonus Early stage equity in a rapidly growing company with significant upside potential Hybrid work schedule with 3 days each week in our Redwood City office Exceptional health, dental, and vision insurance 401k eligibility after 6 months Flexible PTO policy

As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact Overseeing the creation of financial projection models Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills Prior VP level experience in Healthcare Investment Banking Experience in training junior bankers Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

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

UNIVERSAL BANKER (Fremont, CA) The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed. Why Provident? Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area "Top Workplace" since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation. Our values are: * Listen * Get Better * Do What's Right Essential Functions: Service Excellence * Deliver exceptional service to members by embracing our values - Listen, Get Better, and Do What's Right. * Meet service goals for internal and external surveys, including social media posts and public scoring sites such as Yelp and Google Reviews * React quickly and uphold organization-wide service standards by working collaboratively across the organization to exceed member expectations. Operational Excellence * Ensure operational excellence by being knowledgeable, engaged, trained, and focused on flawless execution. * Perform basic teller functions, including processing deposits, withdrawals, loan payments, and stop payments. * Maintain member confidentiality by properly securing and safeguarding member information. * Mitigate risk by complying with regulations within policies and procedures. * Ensure transactions and data entry fields are free of errors 100% of the time. Grow the Credit Union * Attract and retain members that are highly engaged with Provident and consider us their PFI (primary financial institution). * Opens/processes new member accounts and loan applications. * Offers Ancillary products. * Meet assigned goals and position objectives. * Review branch reports to understand branch performance and goal achievement. * Champion and participate in effective business development efforts, including community events and volunteer activities. * Stay informed and up to date by actively participating in huddles, meetings, and regular communication. Increase Member Value * Increase member value by understanding member preferences, delivering unparalleled convenience and member choice that is fast, flexible, and free of bureaucracy. * Understand promotions and provide each member with customized financial solutions. * Leverage "localness" by participating in local events (3-5 miles radius) such as community events, volunteer activities, and business network events. * Performs other duties as assigned. * Excellent listening and speaking skills. * Excellent written communication skills. * Complete required BSA & OFAC training annually. * Understand and adhere to BSA and OFAC policy and procedures. Education / Work Experience / Skills / Abilities: * Bachelor's degree preferred. * 1+ years in financial services experience in banking or credit union * 1+ years of sales and service experience with proven results. * Experience making effective outbound telephone calls. * Experience with Real Estate and Consumer Loans. * Experience with business banking products and relationships. * Experience with cash handling/teller transactions/loan funding. * Experience in working in a team environment and developing relationships. * Excellent listening and speaking skills. * Excellent written communication skills. * Computer literacy skills and proficient in Windows and Microsoft Office. * Understand and adhere to BSA and OFAC policy and procedures including: * CTR requirements * CIP requirements * CDD requirements * OFAC verification requirements * Reporting suspicious activity * Maintaining records on negotiable instrument * Licenses/Certifications: * Notary License, ability to obtain within 120 days of hired. * CUNA Certification/FiCEP Financial Counseling Certification to obtain within 120 days of hired. * NMLS - National Mortgage Licensing System and Registry to obtain within 30 days of hired. * Medallion Stamp Certification to obtain within 120 days of hired. Travel Details / Schedule: Travel: * Required to travel to other Provident locations outside of home branch. * Required to attend offsite training, meetings, or events. Work Schedule: * Full-time; 40 hours a week Monday - Friday, 9:15am - 6:15pm & rotational Saturdays 8:45am - 4:30pm * Occasionally work early or late hours, and extended weekend hours. Company Benefits you will enjoy: * Quality medical, dental and vision care coverage * 401(k) retirement plan with up to 150% matching employer contributions * Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses. * Annual discretionary bonus * Employee referral bonus * Generous paid time off and paid holidays * Flexible spending accounts * Short and long-term disability coverage * Life and AD&D insurance * Provident membership * Rate discount on home, auto loans and personal loans. * Opportunity to use company owned condo in Maui and Lake Tahoe Compensation: Pay Grade is P1. This position is eligible for our twice a year discretionary bonus. Targeted Base Pay: 27.50/hr Join us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally. Provident is an Equal Opportunity Employer We are a winner of the Bay Area News Group Top Work Place in 2018 - 2025. Check us out on Glassdoor!