PremierOne Credit Union jobs - 36 jobs

Job Description Take your career to the next level at one of California's most Culturally Rich and Innovative Credit Unions, awarded Top Workplaces FIVE years in a row! We are now seeking a Bilingual Spanish Full-time Teller for our Sunnyvale Branch. Ideal candidates will: Have excellent communication & people skills Thrive on building relationships Have experience working with cash Have front-line customer service experience Fluent in Spanish, verbal and written Essential Job Functions include: Build customer relationships Receives and processes customer financial transactions including deposits, withdrawals, loan payments; merchandise sales Assists members with opening and closing accounts Performs a variety of miscellaneous tasks including processing reports, filing, computer input and answering the telephone. Balances cash drawer and daily transactions and maintains security of all cash, tickets and negotiables Attend business development events Education and Qualifications: 6 months to 2 years of similar or related experience High school education or GED Bilingual Spanish Fantastic Benefits! PremierOne Credit Union reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary: Medical, Dental, Vision, Life, and Long-Term Disability Insurances 401(k) including employer match Discounts on financial products and services, including loans! Paid sick leave & vacation Company-wide Incentive Plan, plus much more Salary Range: $23 to $27 per hour Apply Now for Consideration! PremierOne Credit Union is an equal opportunity employer

The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events. Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve. Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred The base pay for this position is generally between $210,000 to $300,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Los Angeles office. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Responsibilities This VP1 Startup Banking Relationship Management role is responsible for acquiring and managing a portfolio of early-stage pre-Series A clients, including working with prospects, managing relationships with startup founders, cross-selling bank products and services, managing risk and compliance issues, and coordinating with cross-functional SVB teams to deliver world-class service to clients. The role is responsible for financial performance and risk management of the portfolio. The role is also responsible for leading engagement with high potential prospects, clients, and ecosystem channel partners. As part of our culture, all SVBers are responsible for supporting the growth and development of their peers. Qualifications High School or GED plus 6 years of experience in start up banking, venture capital or consulting for tech start ups OR Bachelor's degree plus 2 years of experience. Preferred * Prior experience as a startup founder, operator, investor, or ecosystem builder * Domain expertise in technology and the innovation economy * Possess a strong network in the tech startup ecosystem * Strong communication, negotiation, marketing and closing skills * Highly skilled relationship builder with a passion for creating a strong client experience * Strong understanding of the business trends impacting the startup ecosystem and venture capital * Ability to manage time and prioritize The base pay for this position is relative to your experience but the range is generally $122,325 - $163,100 annually Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at *****************************************

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. SF, CA This position will assist members of the trading, portfolio management, and investment research teams in identifying relevant data, aggregating and parsing data, creating/managing reports and increasing efficiencies across the investment teams. The role includes operational support for the investment teams, as well as trading and market analysis across various sectors of the fixed income market, including government, corporate and securitized bonds. Responsibilities * Research and Analysis - Conduct in-depth analysis of fixed income markets, including interest rates, credit spreads, economic data and macro factors. Communicate market insights and relative value opportunities to the investment teams. Stay informed of economic indicators and geopolitical events affecting fixed income markets. Assist with security type analysis. * Operational Support - Assist in troubleshooting middle office and operational issues from a trading perspective including, but not limited to dealer know your client (KYC) requests, trade fails, and settlement monitoring. Assists in counterparty onboarding, which includes identifying and initiating new trading relationships. * Bond Trading - Execute trades (both buying and selling) for individual client portfolios. Utilize market intelligence to monitor trends in the fixed income sector while providing recommendations to investment strategy based on market analysis. Manage trade execution across various trading platforms as well as security selection for individual client portfolios. Qualifications Bachelor's Degree and 1 years of experience in Investment and market knowledge OR High School Diploma or GED and 5 years of experience in Investment and market knowledge Preferred Education: Bachelor's DegreePreferred Area of Study: Finance, Mathematics or EconomicsPreferred Area of Experience: Trading and risk management: Preferred Skills: Effectively manage and coordinate multiple activities, Knowledge of fixed income markets, Risk management and compliance awareness , Trading and risk system proficiency: Bloomberg, MarketAxess and Aladdin, Microsoft Office proficiency. The base pay for this position is generally between $101,000.00 and $160,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

This position supports initiatives within the Bank that improve enterprise data quality, governance, and analytics. Drives positive change across the Bank through technical innovation and continuous improvement initiatives. Creates and maintains technical documentation related to enterprise data. Provides expert consultation to team members, the Information Technology department, and other stakeholders on tactics that achieve data management goals. Responsibilities * Identifies and implements enhancements for the quality, management, and storage of enterprise data. Executes initiatives that improve profiling, exception reporting, and issue resolution as well as general fixes for the Enterprise Data Warehouse. Builds dashboards to modernize analytics where appropriate. * Enforces data policies and procedures across the enterprise. Encourages discussion and feedback from associates to identify areas of improvement within data management capabilities. * Facilitates initiatives that develop the Bank's data management capabilities. Assists management in creating and implementing business plans to achieve planned objectives. Maintains a strong knowledge of current and emerging technologies or trends impacting the financial service industry. * Creates and maintains technical documentation for systems, Queries, Enterprise Data Warehouse, which includes source-to-target mappings, data dictionaries, and other related materials. Qualifications * Min 15 + years of total experience as senior Data Analyst, financial services and banking experience is preferred * Experience with data modelling, data analysis, data visualization, API's and real time services preferred * Full understanding and hands on experience of waterfall and agile development practices * Skilled at simplifying technical details for diverse audiences and translating insights into strategic actions, forming strong partnerships with multiple cross-functional teams * Hands-on experience with CRM systems, campaign performance tracking, and commonly used data tools * Prefer experience with Marketing systems - CDP, Campaign Automation etc. * Prefer hands-on experience with CRM systems, campaign performance tracking, and commonly used data tools Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

A leading financial institution is seeking a Wealth Consultant in San Francisco, CA. This role focuses on acquiring high net worth clients and providing holistic wealth management planning. Candidates should have a Bachelor's Degree and substantial experience in client acquisition and financial planning, along with necessary licenses. Competitive salary between $210,000 to $300,000 per year with a comprehensive benefits program. #J-18808-Ljbffr

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Responsibilities The essential functions of the job include, but are not necessarily limited to, the following: * Engaging customers in conversation to understand their banking needs and preferences * Processing transactions accurately and efficiently * Providing assistance with account servicing needs * Facilitating customer awareness and education of bank services, including digital banking capabilities * Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications High School Diploma or GED and 6 months customer service, cash handling Preferred Area of Experience: Sales, previous banking Skill(s): Financial literacy, Knowledge of retail banking products and services The base pay for this position is generally between $20.00 to $27.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified retirement plans, asset management, custody, escrow, and philanthropic services. Identifies and leverages opportunities for business growth within the community. Utilizes a strong knowledge of the Bank's offerings to determine the appropriate service for client needs. Facilitates client service and retention goals by ensuring a smooth transition of the business for any acquired clients. Responsibilities * Client Acquisition - Promotes the Bank's institutional services to small business, corporations, foundations and endowments, various public authorities, trade associations, certified public accountants, attorneys, and investment banking or brokerage firms. Generates referrals through industry contacts and participates in calling efforts to achieve sales goals. * Partnership - Cultivates strong partnerships with associates and team members to achieve sales results. Successful partnership can be defined by Partner Goal Achievement as well as high number of bankers with wins as a percentage of business and commercial partners. * Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations. Utilizes industry connections to promote services, create awareness, and cultivate referral opportunities. Communicates new developments, products, or services within the industry to banking partners. * Coordination - Coordinates activities and communication between the Bank's administrative teams and clients or their representatives. Ensures a seamless transition of acquired businesses. Qualifications Bachelor's Degree and 6 years of experience in Practical Institutional Wealth Business (either Administration or Sales) OR High School Diploma or GED and 10 years of experience in Practical Institutional Wealth Business (either Administration or Sales) License or Certification Type: Possess valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market The base pay for this position is $125,000. Actual base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For this role, total compensation also includes, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #LI-JW2

This is an onsite role with the business hours of Monday - Friday 8:00am - 5:00pm. We are looking for candidates who are within a commutable drivable distance to our San Francisco, CA office. This position facilitates daily operations through a range of administrative support duties. Coordinates documentation, information, and scheduling to enhance workflow for the department. Receives and routes incoming client calls. Prepares mailings, maintains files, and performs other duties as related to department administration. Responsibilities * Communication - Answers incoming calls and routes appropriately. Collaborates successfully with management and associates in completion of daily administration duties. Maintains open and positive communication when receiving, answering, and directing department correspondence. * Business Support - Corresponds with clients over the phone and occasionally in person to resolve client account issues, answer inquiries, and other support duties. * Documentation - Prepares and maintains a variety of documentation, performing administrative tasks including copying, scanning and mailing documents. * Scheduling - Schedules appointments and client meetings for associates. May coordinate or maintain department calendars. Responsibilities Include: * Serve as the first point of contact for clients, investors, visitors and vendors, ensuring a professional and welcoming experience * Liaison to lobby security to coordinate access for external visitors and contractors * Register all visitors through Cloudgate and maintain accurate visitor logs in compliance with firm security protocols * Assist Office Coordinators with scheduling and managing conference room, meeting, and event space reservations * Assist Office Coordinators with updating event intake requests through Monday.com * Submit work orders to building management via email for repairs, lighting issues, additional cleaning and other facility needs; follow up to ensure timely completion * Oversee building maintenance and construction activities as directed by the Office Manager and Office Coordinators * Perform general front desk and concierge duties, including welcome tours, office coffee preparation, and amenity stocking * Manage the reception shared inbox and calendar * Process incoming and outgoing mail, including sorting and scanning via the Envoy delivery application * Order office supplies as needed per direction from the Office Manager and Office Coordinators * Provide support for opening and tracking work orders in Service Channel for all office maintenance needs and overseeing the ordering of supplies for the office and pantry * Possibilities of providing back up support for the San Francisco Experience Center * Assist with small projects, events and general office support as assigned by the Office Manager and Office Coordinators * Provide basic IT support and escalate issues to appropriate teams when necessary Qualifications High School Diploma or GED and 1 years of experience in Administrative Skills: Strong telephone skills & customer service experience Preferred Skills: * Hospitality experience * Event experience * Customer service and front desk experience * IT support experience * Administrative support The base pay for this position is generally between $20.52 to $27.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Job Description Join Our Team and Make a Difference! Take your career to the next level and join Management team at one of California's most innovative and growing Credit Unions, awarded Top Workplaces five years in a row! At PremierOne Credit Union, we strive to carry out our mission to "deliver a better financial life to members" through every interaction. We look for team players who can contribute the right skills to achieve these goals while keeping focus on our mission. Join our talented and passionate team and be part of a team that values growth, innovation, and community involvement. We are seeking a Branch Manager to lead our Sunnyvale location with the following qualifications: Management experience with a minimum of 3 years within a financial institution Branch leadership experience, including teller, platform and lending Self-driven, goal oriented and able to build and develop a team Strong Business Development background Bilingual Spanish Speaking a Plus Position Purpose/Scope Our Branch Managers spend their day on the following duties: Developing direct reports to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees' performance. Recognize direct reports who perform at a high level. Hold employees accountable for their performance, attitude and behavior. Meet with direct reports monthly to review previous month's performance, set goals for upcoming month's performance and develop plans to improve employee's performance. Ensures personnel are meeting or exceeding sales goals. Monitoring branch activities to ensure they are aligned to meet credit union objectives and are compliant with established credit union policies and procedures Owning their Branch operations by performing duties related to cash and merchandise inventory audits; and ordering and receiving cash functions Corresponding with or interviewing loan applicants; preparing necessary documents for approval and processing approved loan documents for disbursement/filing Participating in Business Development; driving business into the branch and servicing the needs of the community. Participates in local community events, develops relationships with members and acts as a liaison between the credit union and the community. Education and Preferred Qualifications: Three to Five years of related experience within a financial institution Prior leadership experience and management of a full-service Branch Consumer Lending knowledge Excellent interpersonal and communication skills for developing and motivating staff Strong Business Development experience. Bilingual Spanish preferred Fantastic Benefits PremierOne Credit Union reflects the value placed on employees by providing the following benefits in addition to competitive salary: Medical, Dental, Vision, Life, and Long-Term Disability Insurances 401(k) including employer match Discounts on financial products and services, including loans Paid birthday, vacation, sick Company-wide Incentive Plan, plus much more! Salary Range: $85,000 to $110,000 annually DOE Apply Now for Consideration! PremierOne Credit Union is an equal opportunity employer

Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. This position may be filled as a Private Banker II or III based on the skills and experience of the selected candidate. #LI-MP1 Responsibilities * Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. * Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval. * Sales Responsibility- Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition. * Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities. * Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client. Qualifications Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses Required Skill(s): Credit underwriting skills The base pay for this position is generally between $163,000 and $270,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. Learn more at svb.com. Corporate Banking Credit Solutions (CBCS) focuses on late-stage companies within SVB's portfolio of businesses. Primary responsibilities include structuring, underwriting, executing, and negotiating transactions and portfolio management with a secondary focus on client coverage. The ideal candidate will be able to execute transactions from initial data receipt to document negotiation and loan closing with assistance from associates and limited guidance from Directors/MDs. The team provides creative late-stage and leveraged capital solutions to Corporate Banking clients in the technology sector. Responsibilities * Underwriting; Process Management * Debt process management - manage corporate and leveraged transaction processes from new opportunity introduction to loan closing; * Due Diligence - review target company provided / publicly available materials, including historical financials, management presentations, CIMs, and 3rd party materials; assist associates with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information; * Credit Memorandums - create credit memorandums to drive credit approval for new opportunities; * Review financial models from associates to ensure accuracy with company projections; * Present new opportunities to loan approvers; * Prepare loan packages for approvals, including utilization of existing bank systems; * Lead document negotiation; * Utilizes analysis and independent judgment to generate recommendations to Directors/MDs; * Drive coordination / execution with Syndications and Relationship Management partners; * Act as primary lending liaison for portfolio companies; * Work with associates to ensure timely and accurate reporting from portfolio companies; * Manage any amendment/waiver processes for portfolio companies; Other Responsibilities: * Coordination with RM partners to develop materials required to evaluate, pitch, and execute debt opportunities; * Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities; * Mentor the associate staff. * Decisions - utilizes moderate decision making and independent judgement in negotiations and building relationships. Influences and drive decisions; * Exercises judgment and authority prudently and with proper balance for the best interests of the clients and SVB; Recommendations: * Recommends structuring and underwriting points on new opportunities as well as decisions related to portfolio and risk management of the existing portfolio with guidance from senior team members. * Knowledge - Advanced late stage lending & leveraged finance knowledge, negotiating experience and marketing skills with an ability to build and close new relationships with minimal assistance. Skills: * Highly proficient at researching information and gathering pertinent items to identify trends / anomalies. * Extremely adept at understanding and interpreting requests. * Strong understanding of financial accounting with financial modeling experience. * Strong organization and attention to details ensuring all documentation is complete and accurate. * Proven ability / highly skilled at developing strong positive relationships with external clients / internal partners. * Excellent communication skills capable of explaining information in a clear and concise manner and adapting delivery depending on the audience and influencing decisions in the best interest of the client. * Professional, thorough, and organized with strong follow-up skills. * Excels in a team environment and proactively collaborates and acts as a leader with others to serve clients. * Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements. * Responds positively and quickly to constructive feedback. Competencies: * Intuitiveness * Analytical Ability/Fluency with Numbers * Critical thinking * Time management * Prioritization * Driven/Self-Motivated * Collaborative * Accountability Qualifications Bachelor's Degree and 6 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology or healthcare sectors OR High School Diploma or GED and 8 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology or healthcare sectors. Preferred Education and Experience: * 8+ years of experience in either a leveraged finance, investment banking, or technology commercial banking/finance role * Bachelor's or equivalent required. MBA or CFA preferred but not required. * Moderate travel is expected for this position; events; trainings; or bank meetings may require offsite work. Preferred Area of Study: Finance, Economics, Business Administration, or related field Preferred Area of Experience: Technology or healthcare sector experience, and/or Leadership experience and advanced financial modeling skills The base pay for this position is relative to your experience but the range is generally $165,000 - $220,000 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Job Description Join Our Team and Make a Difference! Take your career to the next level and join Management team at one of California's most innovative and growing Credit Unions, awarded Top Workplaces five years in a row! At PremierOne Credit Union, we strive to carry out our mission to "deliver a better financial life to members" through every interaction. We look for team players who can contribute the right skills to achieve these goals while keeping focus on our mission. Join our talented and passionate team and be part of a team that values growth, innovation, and community involvement. We are seeking strong, self-driven, goal-oriented leader with management experience to lead our Call Center Department located in our South San Jose Corporate Office. The Call Center Manager is responsible for the overall administration, service level, and production of the credit union's Call Center functions. The Call Center Manager will assure call quality, train and develop staff, encourage cross-sales, search for new efficiencies within the department, engage with staff and take ownership of the member experience as it relates to the department. The Call Center Manager is also part of the Leadership team and will be active in cross-department projects. Duties and Responsibilities include: Manages Call Center operations to ensure continuous improvement of the member experience including: overseeing day-to-day operations and team performance and development. Strategic focus is placed on Call Center metrics including Abandonment, Average Speed of Answer, Talk Time, Hold Time, Call Quality and Cross-Sales. Responds to member inquiries, suggestions, complaints and concerns regarding the Call Center Experience. Develops strategies to ensure service and production targets are achieved. Accomplishes objectives by recruiting, selecting, training and developing Call Center Agents to meet or exceed goals in production, service, sales and other campaigns. Collaborates with both internal and external stakeholders to ensure the member experience meets Credit Union expectations. Identifies and resolves challenges with vendors, supports staff in addressing technical challenges or concerns. Monitors and records trends that impact member experience and reports results to VP Member Experience. Analyzes Call Center data and makes solution-oriented recommendations for improvement based on observations and interactions with staff and members. Stays abreast of emerging trends in Call Center operations, attends educational workshops or participates in professional societies. Assures regulatory compliance, policies and procedures are being maintained within the department. May conduct system audits and analysis, managing system and process improvements. Identifies and prevents fraudulent transactions by maintaining department standards for risk. Communicates with staff through regular scheduled updates sharing job expectations, feedback on performance, individual contributions and soliciting feedback on areas of opportunity. Provides staff a path for future growth with the credit union. Actively participates as a member of the Leadership Team working across departments to identify, create and help implement solutions. Serves on project teams as needed. Education and Qualifications: Previous management experienced required. Experience with Call Center/Digital Banking operations Two-year college degree or completion of specialized program Fantastic Benefits PremierOne Credit Union reflects the value placed on employees by providing the following benefits in addition to competitive salary: Medical, Dental, Vision, Life, and Long-Term Disability Insurances 401(k) including employer match Discounts on financial products and services, including loans! Paid birthday, vacation, sick Company-wide Incentive Plan, plus much more! Salary Range: $85,000 to $98,000 annually DOE Apply Now for Consideration! PremierOne Credit Union is an equal opportunity employer

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. At First Citizens Bank, the newly formed International Solutions Team plays a pivotal role in advancing the global banking franchise of all our brands including First Citizens Bank, Silicon Valley Bank and CIT, by holistically supporting the strategy, positioning, and commercialization of our international solutions. This role requires strategic thinking, exceptional engagement capabilities, and a strong understanding of how treasury and finance functions operate within multinational and scaling companies. The successful candidate will act as a strategic advisor and subject matter expert across the full suite of international and treasury products - including FX, payments, liquidity, trade, working capital, and merchant solutions - by helping internal sales teams and clients navigate international product needs, streamline operations, and manage risk. Leveraging one of our hubs in SF, NYC, Raleigh or Charlotte as a base, this hybrid role will report to the Enterprise Head of International Solutions and will be an integral part of the broader Global Banking and Markets division. Responsibilities Client Advisory & Solutioning * Partner with senior sales teams to support our client's global growth across geographies/regulatory environments and provide subject matter expertise across our full suite of international solutions. * Facilitate whiteboarding sessions and help design holistic tailored solutions that support our clients cross-border needs. * Be a connector between clients and strategic ecosystem partners to enable collaboration that supports international growth. Product & Commercialization * Act as a key liaison between client-facing teams and product groups to influence roadmap prioritization and advocate for the development and commercialization of global and cross-border solutions. * Drive go-to-market campaigns, solution positioning, and product enablement initiatives. * Support cross product pricing discussions for international solutions, ensuring competitiveness and profitability. Thought Leadership & External Engagement * Create thought leadership content, client success stories, and market perspectives to support pitches and enhance First Citizens Bank's external profile. * Represent the bank at industry conferences, webinars, and proprietary client events by delivering insights on emerging trends that clients face when scaling globally. * Build and sustain brand visibility across target client segments through content, speaking opportunities, and partnerships. Internal Collaboration & Enablement * Provide coaching and enablement to sales and coverage teams, strengthening cross-product awareness and solution fluency. * Coordinate with risk, legal, compliance, and operations teams to ensure all activities adhere to relevant policies and regulatory requirements. * Work closely with Operational and Client Readiness teams leading cross divisional communication initiatives to advance awareness, understanding and positioning of existing and target state international solutions. * Serve as the connective tissue between internal stakeholders, client feedback loops, and market intelligence. Strategic Initiatives * Lead or participate in complex cross-functional strategic initiatives with broad business impact, including product commercialization and transformation. * Contribute to enterprise-level efforts to expand global reach, optimize client experience, and improve operational scalability. Qualifications Bachelor's Degree and 4 years of experience in Corporate Treasury, Treasury Consulting or Banking OR High School Diploma or GED and 8 years of experience in Corporate Treasury, Treasury Consulting or Banking. * Strong knowledge of global cash management, liquidity management, FX, trade, working capital optimization, and cross-border banking. * Proven understanding of global payments infrastructure, corporate treasury operations, and banking technology ecosystems. * Experience leading go-to-market initiatives and/or treasury transformation projects. * Strong commercial mindset and success practicing, advising or delivering financial solutions for commercial clients. Preferred Qualifications: Bachelor's degree in Finance, Economics, Accounting or Business, or 10+ years relevant experience. Certified Treasury Professional (CTP), Certificate in International Cash Management (CertICM), or equivalent preferred. Preferred Skills: * Strategic and analytical thinker with ability to translate client needs into executable solutions. * Strong communication, influencing, and storytelling skills - able to distill complex topics into compelling client narratives. * Experience in strategic thinking, process re-engineering, and innovation frameworks. * Client-centric, collaborative, and adept at navigating matrixed organizations. * Creative, motivated, and committed to continuous improvement/learning and delivering best-in-class client experiences. * Demonstrated ability to manage operational and enterprise risk while driving growth. * Ability to navigate ambiguity and contribute with an entrepreneurial spirit. If hired in NY or CA, the base pay for this position is generally between $194,000.00 and $295,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our San Francisco office. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. Learn more at svb.com. As Partnerships Director, you will be responsible for ensuring the success of partnerships across the organization. You will be responsible for building go-to market plans for partnerships while coordinating across various Business Units and Functions within the organization to scope, execute and activate partnerships. You will work closely with the Head of Partnerships to ensure smooth project execution and success of partnerships that support the business. In addition, you will establish and refine playbooks and Partnership operating model to govern partnerships across the organization. Responsibilities Partnership execution and stakeholder management * Engage with the business units to understand pain points and value drivers and solutions that serve the innovation economy * Lead senior Business Unit and Function leaders in developing and executing commercial plans, including distribution model, lead generation, marketing/brand/PR, operations, risk and compliance, and technical requirements to realize the full value of a partnership * Define performance management and synergy tracking process (e.g., KPIs, scorecards, etc.) and monitor success on ongoing basis Partner relationship management and ecosystem engagement * Engage with companies in market to prospect potential partner solutions that deliver value to SVB clients, augment product offers or unlock channels for lead prospecting * Negotiate and secure mutually beneficial partnerships that serve SVB clients and the SVB business units * Act as a community builder across innovation economy companies and firms, finding creative ways to engage founders and augment the SVB brand in a highly competitive market Strategy and operating model * Oversee the Partnership operating model and playbooks, making changes as needed to meet business and enterprise needs * Lead team through annual planning and business reviews, ensuring operating model and strategy are relevant in a fast-changing environment * Develop strategic portfolio reviews for partnerships * Align partnerships with cross enterprise strategy, objectives & roadmap * Identify synergies (revenue and cost) and minimize day-to-day impact on business * Understand organizational cultures in play and create a credible plan to bridge the differences Qualifications Bachelor's Degree and 8 years of experience in Partnership OR High School Diploma or GED and 12 years of experience in Partnership Preferrred Qualifications: * 12+ years of relevant professional experience required * Previous experience in innovation economy partnerships preferred * Experience in commercial banking sales; ideally experience with LFI risk and compliance * Ability to quickly secure buy-in from senior leaders across the organization * Ability to motivate and create enthusiasm while working through others - trainer, coach, and mentor * Results focused, attentive to detail, and process-oriented * Senior individual with proven track record * Strong communicator and polished presenter * Comfortable with leading teams through ambiguity Preferred Area of Experience: Commercial partnerships, commercial banking, LFI experience For San Francisco, the base pay for this position is relative to your experience but the range is generally $177,000-$236,000 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Pay Range: $24.36 - $27.41 primary functions: Serve as primary point of contact for members and visitors. Must be personable and outgoing while maintaining a patient, positive, and professional demeanor. Accurately convey information regarding Credit Union products and services. Respond to member account inquiries and requests. Cross-sell or refer products and services based on needs identification. Respond to basic account inquiries. Maintain the integrity of all members' records in a confidential manner. responsibilities: * Promptly open branch at opening of business and properly secure doors at the close of business. * Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions. * Accurately log each visitor into the Visitor Log; issue and track visitor ID badge (if applicable) * Open accounts as needed and make effective cross-sell recommendations. * Assist members with all account maintenance issues including issuing cards, account changes, disputes, wires, and IRA transactions. * Process loans within current lending policy guidelines. Set up and disburse approved loans. Complete all other loan-related tasks as required and within established timeframes. * Maintain a professional and organized member lobby and technology area; update marketing materials as needed. * Perform a variety of duties related to all phases of teller work. * If applicable in branch: Gatekeeper of Safe Deposit boxes. Provide members with access as needed and properly maintain card records of box issuance, entry, and closure in accordance with federal regulation and credit union policy. * Assist and educate members with self-service and 24-hour Technology channels; process check orders and PIN changes; first line maintenance for Coin sorter (if applicable). * Comply with all federal regulations, credit union policies and procedures, including Bank Secrecy and the USA Patriot Act. * Perform job duties in accordance with the Credit Union's values, mission and vision. * Perform notary services and basic account maintenance as requested including address changes. * Perform other various duties as assigned. minimum requirements: * High school graduate. * Experience in financial services with a record of providing excellent service. * Excellent communication and problem-solving skills. * Notary Public certification. * Strong computer skills with ability to quickly learn new processes/systems.

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. As a Commercial Product Manager II for Payment Facilitation, you will be part of a fast-paced team that is tasked with identifying, scoping, and launching new & cutting-edge solutions that enable B2B software companies to provide embedded payment services to their customers. You will work closely with internal teams (across Product, Risk, Marketing, Sales, etc.) and external partners to launch & grow the Payment Facilitation business (i.e., drive data & market analysis, define & execute marketing campaigns, build & prioritize our product roadmap, build & execute phased go-to-market strategies). This role has significant autonomy on recommending work for the product & partnership teams, prioritizing backlog, and developing our Payment Facilitation roadmap. This decision-making has a large impact on the actual product roll-out and requires strong analytical decision-making and strategic thinking. In collaboration, this role can make decisions on how processes are carried out, including research, user stories, feature implementation decisions, and timeframes. This role will make recommendations but also follow appropriate processes for approvals, (e.g.: on new vendors, product changes, risk policies, etc.) Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Responsibilities * Product Management: Lead, manage, and contribute towards multi-functional workstreams (functional and technical) around core payment facilitation product and the embedded payments business. * Product Strategy: Proactively help guide the product strategy, contributing towards the development of go-to-market approaches, product vision, and roadmap development/management. * Program Development: Contribute and lead in development of program processes, controls, and documentation to align with business objectives. Collaborate with other teams to ensure alignment between product, business, and organizational needs. * Project Management: Partners with multi-functional stakeholders to lead, coordinate, and contribute towards the development and delivery of functional and technical workstreams. * Analysis: Compiles and analyzes data within client portfolios and market research. Compiles results into actionable insights for use in product development. Presents findings through both written and verbal communications. Qualifications Bachelor's Degree and 2 years of experience in product, analytics/data, and/or consulting OR High School Diploma or GED and 6 years of experience in in product, analytics/data, and/or consulting. Preferred Qualifications: Proven track record in owning product strategy and influencing road map decisions in completed mufti-stakeholder environments. Deep domain knowledge of embedded finance, B2b Payments, and PayFac Models, including regulatory and operational frameworks Experiment working with cross functional with executive stake holders, engineering, design, risk, compliance, and external partners to drive high impact outcomes. Strong experience in an agile development environment, roadmap planning, and go to market execution. Demonstrate ownership of full product lifecycle including product discovery, launch, and iteration. Excellent communication skills including the ability to present to senior leadership and influence across teams without direct authority. Familiarity with financial KPIs, margin models, and operational scalability considerations in product design. Excellent problem-solving & strategic ability; must be able to structure white-space problems, think creatively, generate hypotheses, and provide actionable recommendations to senior leaders Demonstrated leadership within an individual contributor role including mentoring peers, leading through influence, and contributing to product culture and best practices. Strong analytical thinking; must be able to independently drive quantitative & qualitative research The base pay for this position is generally between $98,000.00 and $131,000.00 Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Commercial Bankers develop and maintain an active prospect list, customer outreach plan and quality referral sources. They are the primary contact for borrowing needs, on average, over $5MM and engage bank partners to provide a full range of deposit and related business services. #LI-JR1 Responsibilities In this role you will get to: Make an impact by contributing to the growth of the bank through commercial loans, deposits and fee income. Leverage your network to engage with local business owners and companies to develop business lending opportunities. Represent the bank in the community by attending and participating in civic, community and networking events. Engage in an efficient loan approval process with open communication and exposure to local credit partners. Be part of a collaborative team with various bank partners to support and deepen the full client relationship. Qualifications Bachelor's degree with a minimum of 6 years experience in business or commercial lending, credit or business development. * Or- High school diploma or GED with a minimum of 10 years experience in business or commercial lending, credit or business development. Additional Requirements: Business development experience Financial analysis and credit underwriting skills Knowledge of commercial lending, deposit and cash management solutions Ability to provide financial guidance and expertise Sales planning and forecasting experience Preferred Qualifications: Established COI's and referral sources The base pay for this position is generally between $166,425 and $221,900. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Business Bankers are responsible for acquiring and managing a portfolio of business banking relationships, and the primary contact for borrowing needs up to $5MM. This associate engages bank partners to provide a full range of deposit and related business services. Larger relationships may be managed with manager approval and/or appropriate partner support. Develops and maintains an active prospect list, customer outreach plan and quality referral sources in accordance with a sales plan to achieve production goals and profitability objectives. #LI-JR1 Responsibilities In this role, you will get to: Make an impact by contributing to the growth of the bank through business and commercial loans, deposits and fee income Exercise your creativity and entrepreneurial spirit to engage with business owners in the community Work in a supportive environment encouraging community and business development activities Work within a streamlined, timely and efficient credit approval process Be a part of a collaborative team with various business services partners to support the full client relationship "This position may be filled as a Business Banker II or III based on the skills and experience of the selected candidate." Qualifications Bachelor's degree with a minimum of 4 years experience in business lending, credit or business development. * Or- High school diploma or GED with a minimum of 8 years experience in business lending, credit or business development. Additional Requirements: Business development experience Preferred Qualifications: Established COI's and referral sources Financial analysis and credit underwriting skills Knowledge of business lending, deposit and cash management solutions Ability to provide financial guidance and expertise Sales planning and forecasting experience The base pay for this position is generally between $128,314 and $196,747. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************