Folsom, California
**To proceed with your application, you must be at least 18 years of age.**
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**:**
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. 6d ago
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Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Personal banker job in Sacramento, CA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$72k-121k yearly est. Easy Apply 60d+ ago
Personal Banker (Member Service Representative II)
Schools Financial 4.2
Personal banker job in Sacramento, CA
We're always looking for diverse, talented, service-oriented people to join our exceptional team. PersonalBanker (Member Service Representative II) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$24.20 - $35.09
Scheduled Weekly Hours:
30
This posting is for our Sacramento Madison Branch located at 5210 Madison Ave, Sacramento, CA 95841
What You'll Be Doing
Provides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.
* Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day Performs other related duties as assigned or requested.
* Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.
* Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Performs research on accounts, identifies and corrects Member account problems.
* Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
* All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
* Performs other related duties as assigned or requested.
Additional Job Functions
* Performs other duties as assigned
* Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
* High School Diploma or GED required
* 1-3 years of previous related experience required
* License/Certifications -
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
$24.2-35.1 hourly Auto-Apply 45d ago
Personal Banker (Member Service Representative II)
Schoolsfirst Fcu 4.4
Personal banker job in Sacramento, CA
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
PersonalBanker (Member Service Representative II)
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$24.20 - $35.09
Scheduled Weekly Hours:
30This posting is for our Sacramento Madison Branch located at 5210 Madison Ave, Sacramento, CA 95841What You'll Be DoingProvides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.
Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day Performs other related duties as assigned or requested.
Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.
Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Performs research on accounts, identifies and corrects Member account problems.
Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
Performs other related duties as assigned or requested.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
High School Diploma or GED required
1-3 years of previous related experience required
License/Certifications -
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
$24.2-35.1 hourly Auto-Apply 45d ago
Commodity Trader
Taiga Building Prod
Personal banker job in Rocklin, CA
Taiga Building Products has a full-time, permanent opportunity at our Rocklin branch for a Commodity Trader. As a key member of the Commodity team, the Trader will report directly to the Management Team. We are looking for a competitive, entrepreneurial, assertive, and professional team player to join our growing team.
OUR COMPANY:
We are an established international wholesale distributor of building products, with branches across Canada and the U.S. With over 50 years of reliable service, we are a publicly listed company on the TSX, offering competitive compensation and a full benefits package.
MAIN RESPONSIBILITIES & DUTIES:
* Being extremely competitive, a visionary in their select market and area of expertise
* Establish, grow and maintain close and effective relationships with key customers and suppliers.
* Market penetration through existing contacts and assertive and quickly develop new contacts
* Have the product / industry knowledge and ability to identify opportunities for customers, (alternative more economical / efficient products to suit their needs)
* Ability to work with branches and procurement to enhance synergies.
* Customer service with product information and after-sales service (shipping information/tally revisions/claim processing)
* Strong personality for dealing with difficult situation
* Nimble in the approach, "outside the box thinking"
* Prepare various internal paperwork and reports
* Proven track record of targeting and growing accounts
* Attend periodic meetings and trade shows as required.
SKILLS & QUALIFICATIONS:
* Preferred - 3-5 years Lumber trading and/or buying experience
* Proven record delivering superior customer service
* Strong relationship-building skills
* Able to meet and exceed performance targets
* Inventory - Ability to manage inventory turnover and aged inventory.
* Full Cycle Accountability - Responsible for the whole cycle of sales including claims and inventory management.
* Considerable experience making profit-based decisions based on the weight of all factors
* Microsoft Office proficiency
* Excellent verbal and written communication skills
* Professional and polished in appearance.
COMPENSATION:
* Annual Salary: $ 90K to $100K plus (based on experience and qualifications)
* Comprehensive benefits package including medical, dental, and company-matched 401(k)
* Paid time off and holidays
* Discretionary Bonus Program
* Opportunities for growth within a stable, growing company
HOW TO APPLY?
If you're eager to contribute to a growing team and ensure operational efficiency, we encourage you to apply with your resume, referencing " Commodity Trader - Rocklin " to ******************** . Only candidates selected for an interview will be contacted.
WHY WORK FOR TAIGA?
Equal opportunity employer, leading wholesale distributor of building products within North America! Check us out at **********************
Application Deadline:
Posting date: December 8, 2025
City: Rocklin
Prov/State: California
$90k-100k yearly Easy Apply 18d ago
Banker
Quality Talent Group
Personal banker job in Linda, CA
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$40k-82k yearly est. 13d ago
Personal Banker
Columbia Banking System, Inc. 4.5
Personal banker job in Chico, CA
About the Role: * Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner. * Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
* Make recommendations and follow through on commitments to clients.
* Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
* Opens Consumer and Business accounts for existing and new clients.
* Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
* Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
* Resolves client issues and requests, exhibiting strong follow-through.
* Building familiarity with business, consumer, and trust entities.
About You:
* High School Diploma or GED, required.
* 1 year of Teller or other banking experience preferred.
* Basic knowledge of consumer banking and business products and services offered.
* Ability and desire to actively develop consumer lending skills.
* Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
* Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
* Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.
Be a part of a bank that invests in you!
* Competitive Incentive Plan: Earn rewards that match your efforts.
* Professional Development: Grow your skills with our tailored premier banker programs.
* Career Growth: Clear paths to achieve your professional goals.
The pay range for this role is $18 to $23.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
2025 Pillsbury Road Chico CA 95926
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ************************.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$18-23 hourly Auto-Apply 8d ago
Private Client Banker - Sierra Mountain Market - Granite Bay, CA
JPMC
Personal banker job in Granite Bay, 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
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: **************************************************************************
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.
$40k-82k yearly est. Auto-Apply 60d+ ago
Universal Banker II
First Foundation Bank 4.6
Personal banker job in Auburn, 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 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:
Auburn, CA: $46,200 - $62,900 (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 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-62.9k yearly 28d ago
Personal Banker I or II
Tri Counties Bank 4.5
Personal banker job in Auburn, CA
Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits. The hiring range for this opportunity is $19.50 to $24.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
POSITION SUMMARY & MISSION - PersonalBanker
We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker. As a PersonalBanker you will establish and grow relationships of trust with Tri Counties Bank's customers by listening to them with attention and care, learning about their financial circumstances, assisting them with transactions, and expertly introducing them to products and services that address their needs and goals.
SCOPE & COMPLEXITY
Conduct an average of approximately 12 or more customer conversations daily.
Present to customers the features and benefits of:
* Consumer Checking Accounts
* Consumer Savings Accounts
* Certificates Of Deposit
* Online Banking
* Bill Pay
* Mobile Banking
* Debit Cards
* Overdraft Privilege Coverage
Continuously update a customer relationship management database with records of all customer interactions, whether in person, by telephone, or other modes of communication.
Maintain collaborative relationships with other Tri Counties Bank financial services professionals providing specialized services in:
* Home mortgage lending
* Investment Advisory
* Commercial Lending
* Business Corporate & Purchasing Cards
* Treasury Management
* Merchant Card Services
* Direct Banking
MAJOR RESPONSIBILITIES of our PersonalBanker
* Begin with a personal welcome to everyone who calls or comes into a branch. Show the customer they are valued.
* Use every customer interaction as an opportunity to have quality conversations and individually understand the financial needs and goals of our customers.
* Share your knowledge about Tri Counties Bank services, products, and partners to help your customers' save money, make more money or make their banking more convenient.
* Employ appropriate solutions for your customers. Follow through and honor commitments to ensure their financial needs and goals are fulfilled
OTHER RESPONSIBILITIES
* Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives.
* Ensure that all customer transactions, ranging from check cashing to cash depositing to loan payments to counting currency and coin, are handled accurately and timely according to guidelines.
* Maintain a current understanding of Bank policies and procedures.
* Maintain a current understanding of and ensure compliance with regulations that include but are not limited to: Bank Secrecy Act, USA PATRIOT Act, suspicious activity reporting, Reg B/fair Lending, Reg Z/Trust in Lending, Reg DD/Trush in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act.
* Assist in training branch team members, on product knowledge and skill development when necessary.
* Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned.
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED
* High school diploma or GED required.
* Previous sales and cash handling experience, preferred.
* Effective verbal and written communication skills.
* Ability to utilize personal computers and Windows based programs.
* Able to successfully complete Bank product and sales training courses and appropriate certifications.
* Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).
PHYSICAL REQUIREMENTS
* May be required to lift up to 25 pounds.
Company Profile
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
Careers-TCB-Notice-of-Collection.pdf
$19.5-24 hourly 7d ago
Retail Relationship Banker
Bank of Montreal
Personal banker job in El Dorado Hills, CA
Application Deadline:
01/19/2026
Address:
540 N. El Dorado St.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Passionate commitment to helping our customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$45,900.00 - $75,900.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$45.9k-75.9k yearly Auto-Apply 60d+ ago
Personal Banker
First Northern Bank of Dixon 4.0
Personal banker job in Woodland, CA
We re looking for a PersonalBanker to join our team! As a PersonalBanker, you ll be responsible for delivering the highest quality of service to our customers by assessing their needs. You ll have the chance to put
People First
, show
Absolute Integrity
, all with a
Zest for Excellence
!
Responsibilities Include
Offer superior service to our customers through prompt, efficient, courteous, and professional interactions. Refers customers to appropriate person or department as needed
Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
Supports branch cash responsibilities such as shipment, balancing and reconciliation
Resolves customer complaints and concerns. Properly escalates concerns to supervisor and reports complaints as needed
Process debit card requests, complete stop payments and check holds for new and existing customers.
Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer s overdraft option request and document information on our core system
Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank s policies and procedures
Partner with branch leadership to maintain operational integrity while mitigating risk for the Bank and customers, per the standards of the Bank
Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
Be a resource to train new and existing employees as needed
Open and service Retail, Business, trusts, CD and IRA accounts for new and existing customers.
Answers business account inquiries without assistance
Assists with approvals within assigned limits
Meets established sales goals / referrals
What You ll Need to be Successful
Accuracy and Thoroughness strong attention to detail
Communication excellent verbal, written and interpersonal communication skills
Customer Service manage difficult or emotional customer situations; respond promptly to customer needs
Initiative eagerness to learn and a drive for continuous improvement
Professionalism ability to be professional and empathetic in all interactions
Teamwork maintain a positive working relationship with your team members
Adaptability willing and able to be flexible and adapt to changing job requirements
Qualifications
High School Diploma/GED
Minimum 1 year of prior experience in financial services with experience in cross-sales/new accounts required
Proficient in all Microsoft Office suite of products
Eagerness to learn and a drive for continuous improvement.
Excellent verbal, written and interpersonal communication skills
Ability to be professional and empathetic in all interactions.
Willing and able to be flexible and adapt to changing job requirements.
Technically savvy with PCs and email systems.
Why You Should Apply
Full-time position with excellent compensation and benefits package
Generous time off programs
Bonus program
Profit-sharing
Discounted stock purchase program
Excellent growth and development opportunities
And much more!
Pay Range (Hourly): $20.00-$22.00/hour
The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
$20-22 hourly 8d ago
Business Banker
Banner Bank 4.7
Personal banker job in Chico, CA
More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Business Banker with Banner Bank you will grow Business Banking revenue by increasing business deposits, loans, treasury management, and merchant services. Primary focus is on the acquisition of new bank client relationships. You will support the assigned market territory and conduct branch visits. In this role you will have the opportunity to:
Actively develop and manage relationships with high value business clients. Promoting and marketing a broad range of bank products and services.
Develop and maintain necessary relationships with line of business partners, commercial relationship managers, branch managers, and related staff to facilitate a team environment and successful delivery of products and services.
Responsible for meeting sales volume and profitability goals, sales activities, and calling goals.
Develop internal and external referral sources through centers of influence, participation in bank events, community activities, and participation in seminars for professional and small business groups.
Understanding all company products and making referrals to other areas as appropriate.
Coordinate and set up meetings between prospective customers and appropriate line of business partners, including Commercial Relationship Managers, Branch Managers, Treasury Management Representatives, Mortgage Loan Officers, Investment Officers, and Outside Affiliated Product Reps.
Responsible for complying with policies, procedures, security requirements, and government regulations.
Education & Certifications
Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
Experience
6 or more years of experience in business banking required
Knowledge, Skills and Abilities
Proven ability to develop business relationships.
Possess strong networking and relationship management skills.
Possess effective presentation and negotiation skills.
Possess a working knowledge and understanding of cash management products and services.
Knowledge of federal and state laws and regulations relating to commercial lending.
Travel
20%
Required to support assigned market and conduct branch visits
Compensation & Benefits
Targeted starting salary range (based on experience): $110,000 annually
Robust uncapped quarterly incentive plan
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Get more information at: Employee Benefits | Banner Bank
Review Banner's employee benefits at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
$110k yearly Auto-Apply 60d+ ago
Part Time (30 Hours) Associate Banker, Marketplace Harter Rd Branch, Yuba City, CA
Jpmorganchase 4.8
Personal banker job in Yuba City, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
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.
$33k-40k yearly est. Auto-Apply 1d ago
HOUSING FINANCE ASSOCIATE (SINGLE FAMILY)
State of California 4.5
Personal banker job in Sacramento, CA
Under general supervision and guidelines of Staff Services Manager I (Single Family) of Secondary Marketing Unit, the Housing Finance Associate (Single Family) is responsible for the pipeline management of different loan status activities, providing support to the Secondary Marketing Unit with interest rates posting and inquiries, and developing and reporting statistical data to the division and Agency. This position requires the incumbent to work independently and exercise good judgment.
Desirable Qualifications:
In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
* Ability to analyze data and draw sound conclusions
* Ability to prepare clear, complete, and concise reports
* Ability to establish and maintain cooperative relationships with others
* Ability to work independently and multitasking
You will find additional information about the job in the Duty Statement.
Working Conditions
Hybrids telework schedules are available. The amount of telework is at CalHFA's discretion. IN-PERSON ATTENDANCE WILL BE REQUIRED WEEKLY.
CalHFA is a high-rise building conveniently located in downtown Sacramento with access to public transportation (light rail and bus) and freeways (I-5, 99, and Business 80). It is a block from Downtown Commons (DOCO), the Golden 1 Center, many restaurants and shopping. CalHFA employees also have access to an on-site ATM and gym located in the building.
Candidates who are new to state service will be placed at the minimum of the salary range.
Please let us know how you learned about this career opportunity by taking a brief survey.
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.
* HOUSING FINANCE ASSOCIATE (SINGLE FAMILY)
Additional Documents
* Job Application Package Checklist
* Duty Statement
Position Details
Job Code #:
JC-504203
Position #(s):
************-XXX
Working Title:
Housing Finance Associate (Single Family)
Classification:
HOUSING FINANCE ASSOCIATE (SINGLE FAMILY)
$6,031.00 - $7,547.00
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions:
1
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Department Information
California Housing Finance Agency
Single Family Division:
The California Housing Finance Agency's (CalHFA) Single-Family Division's primary purpose is to develop and implement programs to help low- and moderate-income first-time homebuyers purchase their first home. The Single Family Division is committed to supporting sustainable home ownership, creating programs that not only help first time homebuyers purchase their first home, but also to maintain homeownership over the long term.
OUR VISION
All Californians living in homes they can afford.
OUR MISSION
Investing in diverse communities with financing programs that help more Californians have a place to call home.
For 50 years, the California Housing Finance Agency (CalHFA) has supported the needs of low- and moderate-income renters and homebuyers by providing financing and programs with a focus on equity. Established in 1975, CalHFA was chartered as the state's affordable housing lender. The Agency's Multifamily Lending Division finances affordable rental housing through collaborations with developers, local, state, and federal government partners, and more, while its Single-Family Division partners with a preferred lender network to provide first-time homebuyers with down payment and closing cost assistance and access to first mortgage loans. CalHFA is a self-supported state agency that doesn't rely on taxpayers' dollars for its operational costs but regularly administers various state and federal resources on behalf of the state.
At CalHFA, we embrace a culture that is diverse, equitable, and inclusive for everyone by building, equitable, and inclusive for everyone by building an organization that is as diverse as the communities we serve. CalHFA believes that diversity provides a competitive advantage, strengthens our innovative capacity, and enhances our ability to succeed and grow.
CalHFA has held its certification as a Great Place To Work since 2021. Join us in helping more Californians to have a place to call home.
Department Website: *************************
Department Website: *************************
Special Requirements
The Employment History section on the STD 678 (Employment Application) must be complete and include accurate dates, hours per week, total time worked, duties performed, and contact names and phone numbers of supevisors.
* Applicants who fail to submit a thoroughly completed Employment Application may be disqualified.
* Resumes or other documents do not substitute the Employment Application.
* Only the most qualified applicants will be invited to an interview.
Use these links to review the State Application Checklist and SOQ checklist to help you understand how to complete a strong state application and address some frequently asked questions.
To be considered for this job, you must satisfy one of the following requirements:
* BE LIST ELIGIBLE: Pass the State civil service examination for the Housing Finance Associate (Single Family) classification
OR
* BE TRANSFER ELIGIBLE: Have current employment with the State of California in the same classification or in a classification that is comparable (employees who wish to be considered based on transfer eligibility must meet the minimum qualifications of the classification per DPA Rule 250)
OR
* BE REINSTATEMENT ELIGIBLE: Previously obtained permanent employment with the State of California in the same classification or in a classification that is comparable.
Application Instructions
Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
Final Filing Date: 1/22/2026
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply.
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at ********************** When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
CA Housing Finance Agency
Aina Macapagal
Attn: CA Housing Finance Agency
500 Capitol Mall
Sacramento, CA 95814
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
CA Housing Finance Agency
Aina Macapagal
Human Resources
500 Capitol Mall
Sacramento, CA 95814
08:00 AM - 04:30 PM
Required Application Package Documents
The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
* Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at ********************** All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
* Resume is optional. It may be included, but is not required.
* Supplemental Application -
A response to the question below is required in order to be eligible for this position.
Failure to follow all instructions and provide a relevant response will disqualify applicants from consideration. Resumes, cover letters, or general statements of qualifications will not be accepeted in place of the required response.
Your Supplemental Application must:
* Be in 12-point Times New Roman font, single spaced
* Be no more than one (1) page in length
* Include the question below with your response
Provide a detailed and relevant response to the question below:
Based on the duty statement, please tell us how your experience and education make you a good fit for this position?
Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.
Benefits
Benefit information can be found on the CalHR website and the CalPERS website.
Contact Information
The Human Resources Contact is available to answer questions regarding the position or application process.
Department Website: *************************
Human Resources Contact:
Joanna Wu
**************
***********************
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact:
Christina Vinson
**************
******************************
California Relay Service: ************** (TTY), ************** (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Equal Opportunity Employer
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
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 7d ago
Dealer Automotive Sales Representative/Finance
Alpha Motorsports of Sacramento Inc.
Personal banker job in Sacramento, CA
Job DescriptionBenefits/Perks
Careers Advancement Opportunities
Flexible Scheduling
Competitive Compensation
We are looking for a high-performing Dealer Automotive Sales Representative/Finance to join our successful dealership. If you have a proven track record of sales experience/Finance and fantastic communication skills, we want to hear from you. As an Dealer Automotive Sales Representative/Finance you will grow our customer base by identifying potential customers, keeping in touch with existing customers, and making sure that everyone has a positive purchasing experience. You will greet guests and build rapport, answer questions about vehicles, and facilitate test drives. Mentorship programs, ongoing education. This is a great opportunity for someone with strong interpersonal skills and sales experience.
Responsibilities
Greet customers as they arrive at the dealership
Create a professional environment that builds rapport and puts customers at ease
Answer customer questions about new and used cars, vehicle specifications, and the loan application process
Use CRM software to maintain a customer database you will use to drive automotive sales
Conduct test drives and demonstrate vehicle features
Use strong negotiation skills to complete the sales process while maintaining a high level of customer satisfaction
Qualifications
High school diploma or GED equivalent is required; a bachelors degree is preferred
Valid state-issued drivers license and clean driving record are required
Prior sales experience in a dealership or showroom setting is preferred
Excellent communication and negotiation skills
Ability to manage time and serve customers with little supervision
Benefits
. Medical
. Dental
. Vision
TITLE: FINANCIAL ADVISOR STATUS: EXEMPTREPORTS TO: MANAGER - INVESTMENT SERVICESDEPARTMENT: INVESTMENT SERVICESJOB CODE: 3201 PAY RANGE: $68,640.00 ANNUALLY $90,000.00 during the Territory Building Period ((2) full production years) $68,640.00 following the Territory Building Period.
General Description:
Meet with Credit Union members to advise, develop, recommend, implement and monitor financial planning and investment products and services. The primary products utilized are mutual funds, annuities, 529 plans and life insurance.
Tasks, Duties and Functions:
Meet with members to mutually define their personal and financial goals, needs and priorities for the development of individual financial plans.
Introduce non-deposit investment and insurance products maintaining compliance standards set forth by the NASD, SEC and current broker dealer's compliance officer.
Maintain a thorough understanding of state and federal laws and regulations related to
credit union compliance including bank secrecy and anti money laundering laws appropriate to the position.
Develop, maintain and update member-client information and files in an accurate and compliant manner.
Conduct member-client portfolio reviews on a periodic basis.
Meet with assigned branch managers and staff on a regular basis to educate on referral opportunities and to encourage referral activity.
Work with the Education Department to conduct investment related workshops for management, staff, and/or members.
Keep up to date and knowledgeable of current investment products offered through our broker/dealer.
Complete and submit weekly activity reports, annual marketing and business plans, quarterly business plan reviews and other reports as assigned on a timely basis.
Answer general questions from members in regard to investment and credit union products and services.
When appropriate promote cross-referrals or cross-sales of credit union products.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OFTHESE TASKS:
Sufficient manual dexterity to skillfully operate an on-line computer terminal, financial calculator, and other standard office equipment, including, but not limited to an adding machine, facsimile machine, and telephone.
Effective oral and written communications skills to make presentations and discuss products and services.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
INTERNAL: Management group and staff.
EXTERNAL: Members, non-members, Securities Dealers, Insurance carriers, various vendors and Credit Union league personnel.
QUALIFICATIONS:
EDUCATION: Bachelors of Arts degree is desired or equivalent experience in the personal investment field.
EXPERIENCE: Three years of experience in the sales and delivery of personal investment products and services with at least one year experience in a financial institution.
KNOWLEDGE/SKILLS: Personal computer, oral and written communication skills, organizational skills, knowledge of credit union rules, regulations and policies, knowledge of Microsoft Outlook, Word, Excel, and Access, member relations skills, ten key, HP Calculator, and Facsimile machine skills.
PHYSICAL REQUIREMENTS:
Prolonged sitting throughout the workday.
Normal corrected vision and hearing range. A telephone device to enhance hearing will be provided if needed.
Frequent travel.
REQUIRED LICENSES/CERTIFICATIONS
California Insurance Licenses: Life & Disability.
FINRA license 7 and 66 registration
Long Term Care License
Financial Planning / Wealth Management Designation or obtained within two (2) years : CFP, CWS, ChFC, AIF, AAMS, CWM, WMS, CWMS, MFP, MCEP
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
REV. 1/9/2026
$68.6k-90k yearly 11d ago
Business Banker (LO)
Wells Fargo 4.6
Personal banker job in Chico, 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:
* 1+ year of experience managing a dedicated book of small business customers across assigned territory
* Knowledge and understanding of book of business
* Experience using strong business acumen to provide financial services consultation to small business customers
* Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
* Customer service focus with experience handling complex transactions across multiple systems
* Experience building and maintaining effective relationships with customers and internal partners
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Knowledge and understanding of retail compliance controls, risk management, and loss prevention
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and employees
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Experience mentoring and peer-coaching others
Job Expectations:
* 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.
* This position is not eligible for Visa sponsorship.
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting Location:
355 Memorial Way, CHICO, CA 95926
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$27.88 - $41.83
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:
27 Jan 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.
$42k-78k yearly est. 8d ago
Universal Banker IV-V
River Valley Community Bank 4.1
Personal banker job in Roseville, CA
Universal Banker
Title of Supervisor: AVP, Branch Operations Manager
Grade: 8 -12
River Valley Community Bank is a premier community bank, committed to meeting the needs of our clients with relationship-oriented products and services while creating an environment for our employees to develop and prosper producing enhanced shareholder value. At our bank you will be part of a welcoming and collaborative team, all of whom take great satisfaction in the confident and efficient delivery of banking solutions that drive an exceptional client experience. We take great pride in the trust we have earned and relationships we have established with our customers. We are also proud of and support our employee involvement in community activities and volunteerism in the markets we serve.
SUMMARY OF THE POSITION
Universal Banker's builds and deepens relationships with new and existing clients. Strong client relationships are the result of an enriched client experience, based on trust, and a willingness to find the best possible financial solutions. Bankers provide this service by assessing and attending to clients' banking needs, obtaining, and processing client and account information, demonstrating, and educating clients on available deposit products and services, and recommending solutions based on each client's unique goals and needs. They build and foster relationships with clients by curiously listening and asking questions about financial needs. They leverage available resources and technologies to optimize the client experience, serving the clients with operational excellence and accuracy. Bankers are expected to follow fraud prevention and security procedures; adhere to Bank's policies and procedures; and assist other co-workers as needed.
DUTIES AND RESPONSIBILITIES
Business Development and client outreach.
Understand new and existing client financial needs and explain how to get the greatest possible value from the bank's products and services.
Knowledgeable about the bank's products and services.
Analyze current customer relationships and proactively contact customers with recommendations to help them achieve financial success.
Open deposit and saving products while seeking to find multiple solutions to create the best client experience.
Issue Official checks, Visa gift cards, Visa Travel Money cards, and other drafts.
Accurately process deposits, checks, payments, and other transactions.
Customer service functions involve the receipt and payment of money.
Ensure accurate and timely processing of transactions for bank clients.
Balance daily work in accordance with established policies and procedures.
Support clients with account needs and maintenance.
Ask existing clients for referrals.
Active community service to include participating in community organizations and events.
Lead by example and help motivate the team in current bank promotions and goals by sharing successes.
Keep records and track business calls and sales results.
Help resolve service issues at the branch level or leverage bank resources to guarantee customer satisfaction and retention.
Protect Bank's assets by following security policies and adherence to overall bank policies, including CIP and BSA.
Understand and follow all security procedures to prevent losses.
Complete required annual Regulatory Compliance training.
Handle coins and currency up to 50lbs.
Universal Banker I
Entry level position.
Prefer one-year cash handling.
Spend 100% of time at the teller line handling transactions.
Proficient in math.
Experience working with others on a team to meet client needs.
Willingness to make bank product and service recommendations.
Ability to meet and interact comfortably with the public.
Strong listening skills.
Recognize potential loss risk.
Basic knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
Organizational and time management skills.
Strong verbal and written communication skills.
Self-motivated.
Ability to analyze and solve problems in a timely manner.
Ability and willingness to follow policies, procedures, and regulatory banking requirements.
Universal Banker II
Two years cash handling.
Spend 85% of time at the teller line handling transactions.
Consumer deposit account type knowledge.
Basic consumer deposit account understanding.
Ability to perform maintenance on consumer deposit accounts.
Proficient in math.
Experience working with others on a team to meet client needs.
Willingness to make bank product and service recommendations.
Ability to meet and interact comfortably with the public.
Strong listening skills.
Recognize potential loss risk.
Knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
Strong organizational and time management skills.
Strong verbal and written communication skills.
Self-motivated.
Ability to analyze and solve problems in a timely manner.
Ability and willingness to follow policies, procedures, and regulatory banking requirements.
Universal Banker III
Three years of customer service experience or equivalent.
Three or more years of cash handling experience.
Accurately process deposits, checks, payments, and other transactions.
Spends 60% of time at the teller line handling transactions.
Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
Self-motivated banker who has the proven ability to meet growth goals by adding value to the prospect and client's experience.
Detail oriented with an ability to analyze and solve basic and more complex problems in a timely manner.
Ability to open consumer and basic business bank deposit accounts.
Excellent interpersonal skills.
Excellent organizational and time management skills.
Strong verbal and written communication skills
Strong listening skills.
Proficient knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
Ability and willingness to follow policies, procedures, and regulatory banking requirements.
Universal Banker IV
Five years' banking customer service experience or equivalent.
Proven ability to develop and maintain courteous and professional long-term relationships with clients by delivering extreme value in all relationships.
Well-defined sales process to identify client needs.
Self-motivated banker who has the proven ability to meet growth goals by adding value to the prospect and client's experience.
Provides operational support and oversight.
Proficient in opening business and consumer bank deposit accounts.
Ability to handle operational transactions, including cash handling.
Leadership skills to inspire an atmosphere of cooperation and teamwork among peers.
Excellent organizational and time management skills.
Strong verbal and written communication skills
Strong listening skills.
Detail oriented with an ability to analyze and solve basic and complex problems in a timely manner.
Advance knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
Ability and willingness to follow policies, procedures, and regulatory banking requirements.
Spends limited time on the teller line handling transactions.
Universal Banker V
Seven years' banking customer service experience or equivalent.
Proven ability to develop and maintain courteous and professional long-term relationships with clients by delivering extreme value in all relationships.
Master of a proven, well-defined sales process to identify client needs.
Self-motivated banker who has the proven ability to meet growth goals by adding value to the prospect and client's experience.
Highly proficient in opening business and consumer bank deposit accounts.
Ability to handle operational transactions, including cash handling.
Advanced leadership skills to inspire an atmosphere of cooperation and teamwork among peers.
Maintains current knowledge of competitor products, services, and current promotions.
Assists in branch call efforts by reviewing, updating, and calling prospect lists regularly.
Participates in community and professional relationships for the benefit of the Bank.
Excellent organizational and time management skills.
Strong verbal and written communication skills
Strong listening skills.
Detail oriented with an ability to analyze and solve problems in a timely manner.
Advance knowledge of computers and computer software such as Microsoft Word, Microsoft Outlook, and Excel.
Ability and willingness to follow policies, procedures, and regulatory banking requirements.
Spends very limited time on the teller line handling transactions.
Education
High School Diploma or equivalent.
Compensation
Base salary commensurate with experience and standard employee benefits package
Work Environment
Office environment requires sitting and/or standing for one or more continuous hours, some travel within the bank footprint for client appointments, bank meetings, and community events.
This job description is not intended to be all-inclusive. The employee may perform other duties as assigned to meet the ongoing needs of the organization. The job duties and supervisor reporting relationship are subject to change.
How much does a personal banker earn in Yuba City, CA?
The average personal banker in Yuba City, CA earns between $30,000 and $51,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.