Computes, classifies, records, and verifies numerical data for use in maintaining accounting records by performing the following duties: ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as necessary.
* Compiles and sorts documents including incoming department mail and supporting documentary evidence for Bank transactions.
* Verifies and posts details of the Bank's transactions, such as funds received and disbursed for Bank investment and other similar transactions.
* Reconciles correspondent bank accounts. Investigates exceptions and report discrepancies.
* Codes or imports data for input to the financial core processing system according to the Bank's procedures.
* Maintains accounts receivable general ledger accounts, prepaid accounts, and suspense accounts as well as monthly reconciliations.
* Maintains and develops complex excel spreadsheets.
* Identifies inefficiencies and recommends process improvements.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
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. One year certificate from an accounting or bookkeeping technical school or two years of experience with general ledger accounts, balancing, and accounting department procedures. Good math skills and a general knowledge of accounting principles. Working knowledge of Microsoft Office. Ability to operate standard office equipment such as computers, scanners, printers, and copiers.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
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 frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
$69k-113k yearly est. 13d ago
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Teller - Paso Robles
Sierra Bancorp 4.2
Sierra Bancorp job in El Paso de Robles, CA
Tellers are responsible for providing exceptional customer service including efficient and accurate transaction processing and helping with account-related inquiries. RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: * Perform routine tasks, including making deposits, withdrawals, transfers, cash advances, receiving loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.
* Maintain and balance a cash drawer daily by accounting for cash assigned, received, and disbursed. Turn in excess cash and mutilated currency to the vault.
* Enters customer transactions into a computer to record a transaction, and issues computer-generated receipts.
* Sells cashier's checks.
* Answers questions in person or on the telephone and refers customers to other bank services as necessary.
* Completes special requests by closing accounts, taking orders for checks, exchanging foreign currencies, assisting customers to a safe deposit box, providing statements, preparing cash orders for merchants, completing stop payments, and blocking and reordering debit cards.
* Places holds on accounts for a new account, large deposit, or an exception item.
* Prepares outgoing domestic and foreign wires.
* Complies with bank operations and security procedures by participating in all dual-control functions, auditing other tellers' currency, and assisting in the certification of proof.
* Maintains customer confidence and protects bank operations by keeping information confidential.
* Comply and stay up to date with applicable laws and regulations through compliance online training.
* Promote strong customer and client interactions, build relationships, participate in cross-selling, and offer new products and services.
* Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery.
* May need to travel to another branch location to assist in coverage.
* Participates in qualifying CRA activities.
* Other duties as assigned.
REQUIRED KNOWLEDGE SKILL AND ABILITY:
To perform the job successfully, an individual should demonstrate the following competencies:
* Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees.
* Mathematical skills.
* Strong communication & organizational skills.
* Detail-oriented, with a high degree of accuracy.
* Competence with computers, telephone, 10-key calculator, other office machinery, Word, and Excel.
* Ability to work in a fast-paced environment & under pressure as needed.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
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 frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
EDUCATION AND EXPERIENCE:
High school diploma or GED equivalent required. Two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions.
AT-WILL EMPLOYMENT NOTICE:
I understand that, if hired, my employment with Bank of the Sierra is at-will, meaning that either I or the bank may terminate the employment at any time, with or without cause or advance notice, so as long as the reason is lawful.
By submitting this application, you understand and agree to the at-will notice.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
$32k-37k yearly est. 23d ago
Customer Service Representative - Porterville
Bank of The Sierra 4.0
Porterville, CA job
The Customer Service Representative assists Bank customers on the phone with questions regarding their accounts and Bank products. They must be able to maintain confidentiality and be prepared to deal with upset customers in a professional manner. To remain in the Customer Service Center, the employee must satisfactorily complete or have completed Bank of the Sierra's Teller Training Program and the New Accounts Training Program.
RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:
Have a polite and engaging telephone decorum.
Process a minimum of 175 phone calls daily.
Maintain an acceptable knowledge level of Bank products and compliance issues.
Assist customers with questions regarding Bank products.
Be willing and able to learn all "back office" job functions in the CSC.
Be willing and able to cross-sell bank incentive products daily.
Assist customers with questions regarding their various accounts.
Manage difficult or emotional customer situations; respond promptly to customer needs; solicit customer feedback to improve service; respond to requests for service and assistance; meet commitments.
Maintains confidentiality; listens to others without interrupting; keeps emotions under control.
Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethics; upholds organizational values.
Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values; benefits organization through outside activities; supports affirmative action and respects diversity.
Other duties may be assigned.
REQUIRED KNOWLEDGE SKILL AND ABILITY:
To perform the job successfully, an individual should demonstrate the following competencies:
Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees.
Mathematical skills.
Strong communication & organizational skills.
Detail-oriented, with a high degree of accuracy.
Competence with computers, telephone, 10-key calculator, other office machinery, Word, and Excel.
Ability to work in a fast-paced environment & under pressure as needed.
EDUCATION AND EXPERIENCE:
High school diploma or GED equivalent required.
Two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
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 frequently required to stand, use hands to handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
AT-WILL EMPLOYMENT NOTICE:
I understand that, if hired, my employment with Bank of the Sierra is at-will, meaning that either I or the bank may terminate the employment at any time, with or without cause or advance notice, so as long as the reason is lawful.
By submitting this application, you understand and agree to the at-will notice.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$33k-38k yearly est. 8d ago
Remote Group Manager - Middle Market Banking
Flagstar Bank 4.9
Remote or Chicago, IL job
A leading financial institution is seeking a Group Manager for Middle Market in Chicago, IL. This role involves building and leading a team focused on new business development and client relationship management. Candidates should have 15+ years of experience in commercial lending, strong interpersonal and negotiation skills, and a Bachelor's degree is preferred. Additionally, the position requires knowledge of credit quality and regulatory compliance. The company offers comprehensive benefits and a competitive salary range.
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$60k-77k yearly est. 4d ago
Elite Private Client Banker - White-Glove Banking
Flagstar Bank 4.9
San Francisco, CA job
A leading financial institution is seeking a Private Client Office Banker in San Francisco, CA. The role involves managing the client experience through personalized, white-glove service across all delivery channels. Responsibilities include resolving issues for clients, performing banking transactions, and providing tailored financial solutions. Ideal candidates have over 5 years of experience with affluent clients and possess strong analytical skills. This position offers competitive salary and comprehensive benefits.
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$32k-37k yearly est. 4d ago
Core Banking Systems Manager
Ventura County Credit Union 3.9
Oxnard, CA job
At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we'd love to hear from you!
About The Role
The Core Banking Systems Manager is responsible for the strategic oversight, operational integrity, and continuous optimization of the credit union's core banking platforms*. This leadership role drives cross-functional collaboration and team development to ensure secure, efficient, and mission-aligned system operations across transaction processing, Deposit/Loan account management systems, Imaging & Archive platform, Automation design and management, and 3
rd
party integrations to the core system.
The manager is also accountable for establishing and monitoring key performance indicators (KPIs) to measure system effectiveness, service delivery, and operational excellence. Leveraging automation technologies and data-driven insights, this role fosters innovation and continuous improvement to enhance member experience and support the credit union's strategic goals.
This is a key member of the Technology Management team and requires fully onsite work at VCCU's OceanView Headquarters.
What You'll Do
The Core Banking Systems Manager ensures the secure, compliant, and efficient operation of all core banking technologies. This individual oversees daily, weekly, monthly, and annual processing requirements and will provide after-hours and weekend support, as needed, for critical systems and implementations.
System Ownership & Oversight: Lead administration of core platforms (e.g., JHA Epysis Core, Lending/Account processing systems, imaging & Archive, etc.), including configuration, upgrades, and third-party integrations.
Performance & Security: Monitor system health and enforce security protocols to maintain high availability and reliability.
Regulatory Compliance: Ensure adherence to NCUA, FFIEC, DFPI, and other applicable standards.
Vendor Management: Serve as primary liaison with vendors; manage contracts, SLAs, and issue resolution.
Cross-Functional Collaboration: Partner with operations, lending, and member services to align system initiatives with business needs.
Audit & Risk Coordination: Support regular reviews with audit and risk teams.
Change Management: Govern core banking parameter changes through approved processes.
Business Process Automation: Manage organizational automation platforms leveraging tools such as OpCon, PowerAutomate, RPA, etc.
Core Programming Customization Oversight: Manage programming efforts (e.g., PowerOn for JHA) aligned with DevOps team best practices.
KPI & Ticket Management: Track and report KPIs; prioritize and resolve user-submitted tickets.
Documentation & Procedures: Maintain a catalog of operational procedures and retire outdated processes.
System Maintenance: Perform server tasks as directed by vendors and in collaboration with Enterprise Infrastructure & Application Support team.
Project Leadership: Act as a key stakeholder in all core banking system related initiatives.
Supervisor Responsibilities: Supervise and develop a team of specialists, analysts, and engineers.
Qualifications
What We're Seeking
A bachelor's degree in computer science, Information Technology, or a related technical discipline, or equivalent experience.
5+ years' directly related experience in computer operations leadership and core banking systems. 3-5 years preferred specific to Jack Henry Epysis-EASE core system.
Ongoing education is needed to stay current with new technology.
Experience with vendor management, project leadership, and system integration.
* Currently, Core Banking platforms are defined as the Jack Henry Epysis core system and 3
rd
party applications that integrate to the core.
What Will Make You Stand Out
A strong communicator and relationship-builder who can represent the Credit Union with professionalism and credibility in the community and the industry.
Ability to effectively communicate technical concepts and strategies to staff, top management, business stakeholders, and external partners.
Driven by purpose, with a genuine commitment to the Credit Union philosophy of “people helping people.”
What's In It For You
VCCU is an Equal Pay Champion and we offer a competitive total rewards package!
Paid Volunteer Time
Paid Time Off, including Sick/Vacation/Holidays
Medical/Dental/Vision/Supplemental Benefits
401k Employer Match & Safe Harbor Contribution
Company Sponsored Life & LTD Insurance
Cell Phone Reimbursement
Education Reimbursement
VCCU Membership and Rate Discounts
We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities. We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.
$121k-161k yearly est. 17d ago
Credit Products Specialists Sr - C&I
Flagstar Bank 4.9
Beverly Hills, CA job
Title
Credit Products Specialists Sr - C&I The Senior Credit Products Specialist is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank's growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.
Pay Range: $141,299 - $152,561 - $168,468Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Complex Credit Structuring & Underwriting: Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business needs.
Portfolio Strategy & Risk Oversight: Proactively monitor portfolio risk, identifying industry trends and economic factors impacting credit quality.
Client & Executive Leadership Engagement: Serve as a strategic partner to RMs and senior leadership, offering expertise in credit negotiations and deal execution.
Credit Agreement Negotiation: Work directly with clients, legal counsel, and internal teams to structure and negotiate credit agreements.
Team Leadership & Mentorship: Mentor junior credit professionals, providing training and leadership in credit risk best practices. Proactively identifies and raises to senior leadership improvement areas in credit processes and procedures.
Uses independent judgement and discretion to make decisions regarding assigned portfolio
Analyzes and resolves problems pertaining to the assigned portfolio.
ADDITIONAL ACCOUNTABILITIES
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
Education level required: Undergraduate Degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field or 12+ years of equivalent experience
Minimum experience required: 8+ Years in commercial credit analysis/structuring, underwriting, portfolio management and risk analysis
Deep expertise in structuring and negotiating complex credit agreements.
Strong leadership skills with the ability to influence credit strategy and policy.
In-depth understanding of macroeconomic factors and their impact on credit risk.
Proven ability to manage large portfolios and advise senior executives.
Exceptional communication and stakeholder management skills.
As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients.
Preferred Qualifications:
Education level preferred: Master's Degree (or Postgraduate equivalent) MBA or CFA preferred.
Job Competencies:
Strategic Credit Expertise: Deep knowledge of complex commercial lending structures, industry trends, and economic factors impacting credit risk.
High-Level Risk Oversight: Ability to assess portfolio risk at a macro level, identifying patterns and trends that inform credit strategy.
Client & Executive Engagement: Strong ability to interact with senior leadership, legal teams, and high-profile clients on structuring and negotiating credit agreements.
Deal Structuring & Negotiation: Expertise in negotiating complex loan terms, partnering with legal counsel and senior RMs to finalize agreements.
Leadership & Mentorship: Serves as a mentor to junior credit professionals, developing talent and fostering a strong credit culture.
Change Management & Innovation: Identifies opportunities for process improvement, technology adoption, and best practice implementation.
Regulatory & Policy Knowledge: Deep understanding of credit policies, compliance standards, and legal considerations in lending.
Executive-Level Communication: Ability to articulate complex credit decisions clearly and persuasively to internal and external stakeholders.
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Physical demands (ADA): No unusual physical exertion is involved.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
$141.3k-152.6k yearly Auto-Apply 24d ago
AVP, Risk Management
Ventura County Credit Union 3.9
Oxnard, CA job
At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we'd love to hear from you!
About The Role
Reporting to the Chief Administrative Officer, the AVP of Risk Management leads the Credit Union's enterprise-wide risk management framework in alignment with Board-approved risk appetite, strategic objectives, and regulatory requirements. This role champions a strong risk culture through governance, training, and communication, while providing independent second-line oversight of new and existing business activities.
The AVP partners closely with business leaders and risk counterparts to assess emerging risks, enhance policies and procedures, and strengthen organizational risk capabilities. This position manages the Compliance, Fraud, and Vendor/Audit teams and supports the Risk Management Committee by preparing reports, recommendations, and regulatory responses for Management and the Board.
This is a key member of the Risk/Compliance team and requires fully onsite work at VCCU's Ventura Headquarters.
What You'll Do
Enterprise Risk Management Functions:
Partner with the CAO to advance the maturity of the Enterprise Risk Management (ERM) program, including Board reporting, Risk Management Committee support, and maintenance of ERM frameworks, policies, and disclosures.
Lead enterprise risk identification, assessment, monitoring, and reporting activities, including the development of risk controls, key risk indicators, tolerance limits, and escalation thresholds.
Implement and optimize GRC systems and analytics to support proactive risk management, decision-making, and continuous improvement.
Support periodic reviews of the enterprise risk appetite and align risk governance frameworks with strategic and operational objectives.
Develop and deliver ERM training and communication to promote shared ownership of risk across the organization.
Provide risk oversight for organizational initiatives and projects, sponsoring or leading cross-functional efforts as needed.
Business Continuity and Vendor Management Functions:
Lead business continuity and resilience programs, including disaster recovery planning, crisis simulations, and enterprise preparedness.
Oversee third-party vendor and insurance programs, including contract management, due diligence, SOC reviews, ongoing monitoring, and vendor risk governance.
Direct vendor contract and insurance negotiations, including broker and carrier recommendations.
Information Security Functions:
Partner with the CIO and CAO to oversee the governance and maturity of the Information Security Program, ensuring alignment with business objectives and regulatory expectations.
Oversee information security risk assessments, policy compliance, awareness training, and third-party security relationships.
Monitor cyber threats, regulatory developments, and industry trends, advising leadership on risk implications and recommended responses.
May serve as the Information Security Officer (ISO).
Compliance/Audit/Exam Functions:
Support the liaison process with external auditors as necessary to address audit and regulatory findings and ensure resolution with applicable stakeholders.
Oversee BSA/AML and vendor programs to ensure that regulations are understood, and operational processes are in place to ensure compliance.
Ensure that adequate processes for preventing, monitoring, and reporting fraudulent activity are active and functional within risk tolerances.
Maintain awareness and inform Credit Union management of changes in federal/state legal requirements and NCUA regulations. Propose policy or procedure recommendations in response to changes.
What We're Seeking
Minimum 7 years' experience in risk management functions (such as audit, compliance, enterprise risk management, etc.) in a financial institution. Knowledge of regulations and laws, the regulatory environment, and current regulatory advocacy issues.
Minimum 3 years' experience working in Information Security. Must have familiarity with risk technology tools (e.g. GRC platforms, data visualization tools, workflow systems).
High degree of business acumen and experience in the financial services with focus on consumer banking is required.
Bachelor's degree in Business Administration, finance, accounting, or related field, or related field, or equivalent experience.
What Will Make You Stand Out
Professional risk management certification strongly preferred.
Must have experience supporting risk reviews or projects of emerging technologies, delivery channels, and third-party partnerships.
Ability to effectively communicate technical concepts and strategies to staff, top management, business stakeholders, and external partners.
Driven by purpose, with a genuine commitment to the Credit Union philosophy of “people helping people.”
What's In It For You
VCCU is an Equal Pay Champion and we offer a competitive total rewards package!
Paid Volunteer Time
Paid Time Off, including Sick/Vacation/Holidays
Medical/Dental/Vision/Supplemental Benefits
401k Employer Match & Safe Harbor Contribution
457b Retirement Plan
Company Sponsored Life & LTD Insurance
Cell Phone Reimbursement
Education Reimbursement
VCCU Membership and Rate Discounts
We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities. We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.
$82k-106k yearly est. 7d ago
Branch Banking-Client Consultant I Part Time
Flagstar Bank 4.9
Corona, CA job
Title
Branch Banking-Client Consultant I Part Time A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.
Hourly Range: $17.00 - $22.55Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.
Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
0 - 3 years of customer service and sales experience, required
Experience in financial services industry, preferred
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
$17-22.6 hourly Auto-Apply 4d ago
Portfolio Manager II - Ventura
Bank of The Sierra 4.0
Oxnard, CA job
The Portfolio Manager evaluates financial information and credit worthiness based on a sound analysis of the credit structure, cash flow, and collateral. The Portfolio Manager will have well-rounded experience in underwriting commercial credit requests regarding individuals, businesses, and commercial real estate. The Portfolio Manager will be proficient in financial statement analysis.
RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:
• Timely return of a credit authorization working in coordination with the Relationship Manager or Business Development Officer to ensure an accurate and clear presentation. The Portfolio Manager will follow the loan process and ensure that needs are properly communicated to the sales team for the most accurate presentation, make recommendations on behalf of the sales teams for a credit action, and support the loan team in closing and monitoring functions.
• Responsible for managing and servicing a portfolio of existing loan relationships.
• Evaluate trend analysis, coordinate approval process, and mitigate risks.
• Assist with developing customer relationships and helping identify new business opportunities in the existing loan portfolio.
• Assist in structuring prospective loan transactions, conduct due diligence, complete credit authorizations, and work with loan officers to obtain credit approval. Identify credit deficiencies and devise credit structure mitigating factors.
• Develop expertise in assigned industries and demonstrate an ability to conduct research on the industries, companies, and markets that affect the assigned industries.
• Interface with the Loan Service Center (LSC), other Bank departments, and various Bank Committees to provide information regarding loan portfolio administration and financial monitoring activities.
• Perform other duties as assigned by their manager.
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 the essential functions.
• Bachelor's degree (BA or BS) from an accredited four-year university with at least two college level accounting courses is necessary.
• Minimum five years related experience in underwriting business and real estate transactions. Must display a strong understanding of accounting principles and underwriting practices and be able to work independently and with a team.
• Ability to establish and maintain effective working relationships with employees, supervisors, executives, and other departments.
• Ability to complete multiple, diverse tasks of differing priorities without close supervision.
• Ability to perform tasks and achieve results with a high degree of accuracy and precision.
• Excellent written and verbal communication skills, with specific ability to translate complex financial information into an organized and presentable manner.
• Excellent administrative and organizational skills.
• Proficiency in the use and application of Microsoft Office (Excel, Word, and PowerPoint).
• Ability to work with specific data management software as required.
• Ability to read, analyze, and interpret financial reports and accounting and regulatory documents. Ability to respond to common inquiries from regulatory, accounting, and outside loan review agencies. Ability to effectively present information to top management both verbally and in writing.
• Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical form and deal with several abstract and concrete variables.
PHYSICAL DEMANDS:
The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
WORK ENVIRONMENT:
The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually very quiet.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
$65k-104k yearly est. 60d+ ago
Mortgage Loan Processor
Ventura County Credit Union 3.9
Oxnard, CA job
At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we'd love to hear from you!
About The Role
Under the direction of the AVP, Mortgage Operations, the Mortgage Loan Processor supports members throughout the mortgage loan process, ensuring all required documentation is complete, accurate, and submitted within established timeframes. This role is responsible for maintaining compliant loan files, inputting loan data into applicable systems, and serving as a backup for mortgage loan opening functions as needed.
As a member of the Mortgage team, this role requires onsite work at VCCU's Ventura headquarters.
What You'll Do
Review residential mortgage loan application files to ensure completeness, accuracy, and adherence to established standards, including loan terms, borrower assets and liabilities, credit reports, and employment history.
Request supplemental credit documentation as needed and order verifications of employment and other third-party reports.
Coordinate and communicate with Escrow and Title companies throughout the loan process to ensure fees and documentation remain accurate.
Prepare and submit complete mortgage loan files for underwriting review and decision.
Prepare loan files that are clear to close and transfer them to the Document Preparer.
Prepare accurate Loan Estimates in compliance with TRID and other applicable regulations.
Respond to mortgage-related inquiries via phone and email, including assisting with the resolution of member questions or concerns.
Maintain loan records, reports, verifications, and supporting documentation in accordance with investor, regulatory, and Credit Union standards.
Perform other duties as required to support daily Mortgage Operations and Credit Union needs.
What We're Seeking
Minimum of 3 years of mortgage loan processing experience, including working knowledge of current mortgage lending regulations and compliance requirements.
Solid understanding of mortgage lending practices, documentation requirements, and applicable financial services laws.
High school diploma or general education degree (GED) is required.
What Will Make You Stand Out
National Mortgage Licensing System (NMLS) registration.
Ability to effectively communicate with referral partners, borrowers, and internal staff.
Driven by purpose, with a genuine commitment to the Credit Union philosophy of “people helping people.”
What's In It For You
VCCU is an Equal Pay Champion, and we offer a competitive total rewards package!
Paid Volunteer Time
Paid Time Off, including Sick/Vacation/Holidays
Medical/Dental/Vision/Life Insurance/Supplemental Benefits
401k Employer Match & Safe Harbor Contribution
Company Sponsored Life & LTD Insurance
Education Reimbursement
Free Electric Vehicle Charging at Headquarters Location
VCCU Membership and Rate Discounts
We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities. We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.
$41k-52k yearly est. 17d ago
Project Manager
Ventura County Credit Union 3.9
Oxnard, CA job
At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we'd love to hear from you!
About The Role
Under direction of the Director, Project Management Office, the Project Manager will serve as a leader with technical and process-oriented expertise driving the successful delivery of complex initiatives across the credit union. This position is responsible for managing projects from inception to completion, leveraging advanced knowledge of project management frameworks and technical understanding of IT systems, infrastructure, digital transformation, and banking operations.
The Project Manager will work in close partnership with project leaders across the organization, ensuring alignment with organizational goals and seamless execution of cross-functional initiatives. In this role you may act as a project coordinator supporting a project lead in facilitating planning, resource allocation, and execution to achieve defined objectives.
This position is fully on site and will require travel to Ventura, CA.
What You'll Do
The Project Manager must have the ability to manage multiple priorities, have a proactive approach to risk management and problem-solving and ensure that all projects deliver measurable value to the credit union's members and business operations.
Project Planning and Execution: Effectively apply Agile project (Scrum) methodology, Waterfall, or Hybrid approaches and enforce standards. Develop Project Charters, business cases, and project status reports.
Stakeholder Engagement: Build and maintain strong relationships with project stakeholders to understand the needs and assess business processes and workflow. Work with analysts, vendors, and end users to create and execute project plans and schedules.
Project Risk Management: Work directly with the head of Risk Management to identify potential projects and/or strategic risks. Ensure projects meet cybersecurity, compliance, and audit requirements.
Resource Management: Allocate and manage resources effectively, ensuring optimal utilization to meet project goals. Assign tasks and responsibilities to team members, monitor progress, and adjust plans as necessary.
Process and Governance: Support IT governance, Change Management, and post implementation review for BAU (Business-As-Usual) operations handoff. Ensure project documentation is complete, current, and stored securely.
Communication: Provide regular project updates to stakeholders ensuring transparency and clear communication throughout the project lifecycle. Organize and facilitate project meetings, discovery sessions, and stakeholder check-ins. Resolve and escalate issues in a timely fashion.
Continuous Improvement: Identify and implement process improvements to enhance project delivery and efficiency. Stay current on project management and provide expertise.
Qualifications
What We're Seeking
Business Administration, Computer Science, Information Technology, or a related field. Comparable direct experience will be accepted in lieu of formal education.
4+ years' experience managing or coordinating projects, preferably in a financial institution or technology environment. Including advanced knowledge of project management frameworks i.e. Agile, Waterfall, Hybrid
Strong technical acumen in IT systems, infrastructure, and digital transformation projects.
Experience with project management software (e.g., Microsoft Project, Jira, Confluence, Planview, or similar tools).
What Will Make You Stand Out
Preferred Memberships/Experience: PMP or Project Management Institute, CISSP, CISM, or Scrum Agile experience is preferred.
Knowledge of Credit Union products and services. In addition to knowledge of the Credit Union's electronic data processing
Exceptional organizational skills, proactive approach to risk management, and problem-solving.
Driven by purpose, with a genuine commitment to the Credit Union philosophy of “people helping people.”
What's In It For You
Paid Volunteer Time
Paid Time Off, including Sick/Vacation/Holidays
Medical/Dental/Vision/Life Insurance/Supplemental Benefits
401k Employer Match & Safe Harbor Contribution
Company Sponsored Life & LTD Insurance
Education Reimbursement
Free Electric Vehicle Charging at Headquarters Location
VCCU Membership and Rate Discounts
We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities. We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.
$65k-86k yearly est. 17d ago
New Accounts/Loan Rep (MSR
Ventura County Credit Union 3.9
Thousand Oaks, CA job
At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we'd love to hear from you!
What You'll Do
Open new accounts and establishing new memberships including Checking, Certificates, and Money Market Savings, Business Accounts, IRAs, Living Trusts, vesting changes and/or statements related to fraud, check orders (new and reorders), changes of addresses/phone numbers.
Process consumer and/or business loan applications - Interviews loan applicants, follows up on approved or pending loans, collects stipulations required for funding, prepares loan documents, and funds consumer loans.
Engage in decision-making by researching internal procedures/policies and communicating with the credit union support departments as necessary to solve member issues.
Identify referral and cross-sell opportunities expanding the member relationship based on account history and needs, including reviewing promotional offers and marketing campaigns.
Performs teller functions, as needed. Including accepting negotiable items, scanning checks, buying and selling cash from and to CDMs/TCRs or other Branch Reps/Vault Teller, opening/closing procedures
Shifts include: 8AM - 5:30PM (M-W), 8AM - 6PM (Th-F), 8:30AM - 2:30PM (Sat)
What We're Seeking
Previous financial institution experience, 2+ years, specifically in new accounts and loan processing.
Previous sales experience in financial services, 6-12 months
Someone who is service driven and able to communicate solutions with empathy.
What Will Make You Stand Out
Credit Union platform experience.
Working knowledge of these systems - Symitar/Episys and MeridianLink.
Fluency in Spanish, specifically in finance/banking terminology.
A dedication to service, working with organizations that seek to improve the lives of people in your community.
What's In It For You
Paid Volunteer Time
Paid Time Off, including Sick/Vacation/Holidays
Medical/Dental/Vision/Supplemental Benefits
401k Employer Match & Safe Harbor Contribution
Company Sponsored Life & LTD Insurance
Education Reimbursement
VCCU Membership and Rate Discounts
We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities. We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.
Title
Credit Products Specialist II-Specialized (Equipment Finance) The Credit Products Specialist II - Specialized plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio within a specialized vertical or region. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices.
Pay Range: $138,931 - $151,096 - $169,816Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Credit Structuring & Underwriting: Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures within the assigned specialized vertical or region.
Portfolio & Risk Management: Continuously monitor assigned portfolio to proactively identify credit risks, trends, and financial performance concerns.
Client & Stakeholder Engagement: Partner with sales in negotiations and client discussions, ensuring alignment between client needs and risk appetite.
Credit Agreement Review: Collaborate with legal teams to review and negotiate credit agreements, ensuring compliance with bank policies and risk management frameworks.
Mentorship & Training: Provide guidance to junior credit professionals, enhancing team capabilities and fostering a strong credit culture. Identifies and raises to leadership improvement areas in credit processes and procedures
Uses independent judgement and discretion to make decisions regarding assigned portfolio
Analyzes and resolves problems pertaining to the assigned portfolio.
ADDITIONAL ACCOUNTABILITIES
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
Education level required: Undergraduate Degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field or 10+ years of equivalent experience
Minimum experience required: 4+ Years in commercial credit analysis, underwriting, or portfolio management.
4+ years of experience in the direct specialized line of business (Specialized commercial industries, capital markets, corporate commercial banking, etc.)
Advanced financial modeling and risk assessment expertise.
Strong negotiation skills and ability to collaborate with clients.
Experience structuring complex loan transactions.
Ability to analyze macroeconomic trends and their impact on credit risk.
Job Competencies:
Advanced Financial & Credit Analysis: Strong command of financial modeling, industry-specific credit risks, and structuring commercial credit transactions.
Risk Assessment & Decision-Making: Ability to proactively identify potential credit risks and recommend risk mitigation strategies.
Negotiation Skills: Works with RMs and clients to structure loan terms that align with both client needs and risk parameters.
Process & Portfolio Management: Manages complex portfolios, ensuring proactive monitoring and adherence to credit policies.
Stakeholder Influence: Builds strong relationships with internal and external partners, effectively communicating credit decisions.
Project Management: Ability to drive loan structuring and closing processes with minimal oversight.
Legal & Compliance Understanding: Familiarity with credit agreements, loan documentation, and regulatory requirements.
Technology & Data Utilization: Proficiency in financial analysis tools, CRM systems, and underwriting software.
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Physical demands (ADA): No unusual physical exertion is involved.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.
$30k-40k yearly est. Auto-Apply 9d ago
Branch Manager, Ventura
Ventura County Credit Union 3.9
Oxnard, CA job
At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we'd love to hear from you!
About the Role
The Branch Manager works under the leadership of AVP, Regional Manager Member Services, to deliver high quality service to our membership and internal staff. Maintains responsibility for planning, directing and overseeing the operational activities of staff and ensures compliance with all established policies and procedures. In addition, they will oversee the development of employees while upholding VCCU's Shared Values and Mission working in the best benefit of our membership and community partners.
This position is based at our Ventura location.
What You'll Do
Provides dynamic leadership to maintain employees' focus on members' needs and increasing member engagement by proactively offering products and services which will meet their needs in a superior manner.
Develops a highly effective team through effective training and coaching that keeps employees engaged, motivated and enabled to achieve assigned goals.
Manage all employee processes for branch, including scheduling, timecards, hiring, training, appraisals, disciplinary actions, and career development.
Fosters branch participation in community events in support of promoting awareness and growth. Attracts new members, primarily from but not limited to within the assigned market area; prospects for new membership relationships through professional networking events and membership development activities within the community.
Oversee branch security, safety and loss prevention procedures. Ensures daily branch operations are conducted in accordance with established credit union policies as well as all applicable federal and state laws and banking regulations; monitors all internal policy and procedure controls to safeguard the funds and assets of VCCU.
Manages branch budget, including salaries and overtime expenses, reviews branch's staffing models when attrition occurs to make recommendations for potential modifications.
Encourages and promotes relationships between branch and support department employees to ensure collaboration in meeting shared company objectives; fosters positive, open communication between branch employees and throughout organization. Ensures branch effectively collaborates with and supports internal sales partners (Wealth Advisors, Mortgage Loan Officers, and Business Development Officers).
Communicates effectively at all levels of the organization; proactively plans, monitors and reports branch's performance.
What We're Seeking
A two-year college degree is required. Four-year college degree is preferred.
Minimum (3) years' experience required at a bank/Credit Union, demonstrating strong knowledge in financial product sales, branch operations, new accounts and lending.
Required previous branch supervisory/management experience, directly managing bank/Credit Union operations and people.
Fluency in Spanish banking terminology strongly desired.
What Will Make You Stand Out
Working knowledge of the following systems - Symitar/Episys, MeridianLink, Synergy, Microsoft 365, SharePoint, and Genesys Cloud.
Excellent communication and people leadership skills with a passion for coaching and developing teams.
A strong relationship-builder who can represent the Credit Union with professionalism and credibility in the community and the industry.
Ability to effectively communicate technical concepts and strategies to staff, top management, business stakeholders, and external partners.
Driven by purpose, with a genuine commitment to the Credit Union philosophy of “people helping people.”
What's In It For You
VCCU is an Equal Pay Champion, and we offer a competitive total rewards package!
Paid Volunteer Time
Paid Time Off, including Sick/Vacation/Holidays
Medical/Dental/Vision/Supplemental Benefits
401k Employer Match & Safe Harbor Contribution
Company Sponsored Life & LTD Insurance
Education Reimbursement
VCCU Membership and Rate Discounts
We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities. We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.
Title
Private Client Office Banker, Operations Specialist The Private Client Office Banker, Operations Specialist is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions. Additionally, this role is expected to lead and educate the PCO team in all operational areas including, risk, compliance and policies and procedures.
Pay Range: $103,895 - $116,891 - $131,266
Job Responsibilities:
Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office.
Ensure PCO adherence to all internal policies and procedures and compliance. Manage risk and client and employee safety.
Possess a deep understanding of Flagstar Private Bank's consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships. Anticipate opportunities and challenges pro-actively in all situations.
Analyze and resolve issues for clients, leveraging internal subject matter experts when appropriate, and escalating any sensitive matters as needed.
Culture carrier; in every internal and external relationship, work to collaborate on, deliver and follow-up on customized solutions.
ADDITIONAL ACCOUNTABILITIES
Use independent judgement, experience and discretion to make decisions.
Perform special projects, and additional duties and responsibilities as required.
Educate the PCO team on regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Front line private banker who handles routine banking transaction and customer interactions. Main responsibilities include: cash handing: depositing and withdrawing cash, cashing checks and handlings other customer requests.
Acts as the point of contact for the Private Bank office and facilities. Ensures that security and compliance through following protocols to detect fraudulent transactions and maintain bank's security.
JOB REQUIREMENTS
Required Qualifications:
Education level required: Undergraduate Degree (4 years or equivalent)r or commensurate experience.
Minimum experience required : 5+ Years experience working with affluent clients, preferred in Private Banking.
Minimum experience required: 3+ Year in operational environment, preferred in financial services.
Job Competencies:
Ability to analyze and provide financial service solutions to individual and business private banking clients.
Provide elite service level, complete with follow-up after initial interactions.
Multi-tasking required.
Ability to influence the team and liaise with audit partners.
Exceptional calendar and time management required.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
$34k-39k yearly est. Auto-Apply 6d ago
Private Client Office Banker
Flagstar Bank 4.9
San Francisco, CA job
Title
Private Client Office Banker The Private Client Office Banker is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions.
Pay Range: $98,778 - $106,050 - $116,150
Job Responsibilities:
Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office.
Possess a deep understanding of Flagstar Private Bank's consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships. Anticipate opportunities and challenges pro-actively in all situations.
Analyze and resolve issues for clients, leveraging internal subject matter experts when appropriate, and escalating any sensitive matters as needed.
Culture carrier; in every internal and external relationship, work to collaborate on, deliver and follow-up on customized solutions.
ADDITIONAL ACCOUNTABILITIES
Use independent judgement, experience and discretion to make decisions.
Perform special projects, and additional duties and responsibilities as required.
Adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Front line private banker who handles routine banking transaction and customer interactions. Main responsibilities include: cash handing: depositing and withdrawing cash, cashing checks and handlings other customer requests.
Acts as the point of contact for the Private Bank office and facilities. Ensures that security and compliance through following protocols to detect fraudulent transactions and maintain bank's security.
JOB REQUIREMENTS
Required Qualifications:
Education level required: Undergraduate Degree (4 years or equivalent).
Minimum experience required : 5+ Years experience working with affluent clients, preferred in Private Banking.
Job Competencies:
Ability to analyze and provide financial service solutions to individual and business private banking clients.
Provide elite service level, complete with follow-up after initial interactions.
Multi-tasking required.
Exceptional calendar and time management required.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
$32k-37k yearly est. Auto-Apply 6d ago
Business Program Manager Sr - Commercial & Private Bank
Flagstar Bank 4.9
Remote job
Title
Business Program Manager Sr - Commercial & Private Bank As a direct report to the Head of the business line, the Business Program Manager Sr will perform critical roles to create leverage for the Head of the business line and the entire leadership team of the business line. The Business Program Manager leads critical business functions, providing project and administrative support, and ensuring seamless operational execution across the entire line of business. Applies discretion and independent decision making to multiple job functions including; financial reporting, information management, content creation, special projects, strategy implementation, team and office management, employee onboarding, manages all data security and systems access issues, and takes direction from the manager on time allocation to ensure priorities align with organizational goals.
This position provides a crucial function for the senior leadership team, helping them make informed decisions and execute their strategic vision for the bank. Independently manages and leads projects and is responsible for enhancing effectiveness for the team. Responsible for gathering information to prepare reports, assisting with the planning of events, managing and directing certain inquiries, managing and prioritizing meetings for the executive and assisting with the creation of timely communications. Will be required to apply business acumen to perform all tasks. This role fosters collaboration among Business Program Managers and Executive Assistants to ensure coverage, operational continuity, and a culture of teamwork.
Pay Range: $84,878 - $112,463 - $140,049Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Works closely with the Head of assigned business line to:
Lead the structure of projects for the leadership team. This involves translating leadership team priorities to executable plans, problem solving with other team members and partners to achieve stated outcomes, conducting research and analysis as needed to inform the project, and ensuring projects are brought to closure.
Create content for high impact and high level executive presentations, board materials, leadership routines, team meetings, and other forums. Content may take the form of presentations, agendas, executive summary and action items, spreadsheets, or other.
Analyze data to discern insights that support decision making.
Assists other members of the senior leadership team with special projects, content creation, analysis, and research, as required.
Develops and distributes reports, collects and analyzes information, prepares presentation materials which may include multi-media applications.
Coordinate new employee onboarding, ensuring seamless integration into the team and alignment with business protocols. Manage data security and systems access, ensuring compliance with company policies and regulatory standards.
Organizes written and verbal communication, draft letters and documents, takes meeting minutes, oversees maintenance and organization of recordkeeping and filing. Effectively communicate announcements.
Makes travel arrangements, manage calendars and prioritize meeting requests for an orderly schedule for Head of business line, others in the office, and those on the leadership team.
Interfaces with other leaders, stakeholders, and vendors for business overviews, presentations and onsite visits and coordinates all office needs such as onboarding.
Drives strong, collaborative relationships with other Business Program Managers and Executive Assistants to provide seamless coverage and support during absences. Foster a cooperative environment that encourages information sharing, teamwork, and alignment across roles.
ADDITIONAL ACCOUNTABILITIES
Performs additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
Education level required: Undergraduate Degree (4 years or equivalent) or commensurate experience.
Minimum experience required: 10+ years in a business analyst and/or project management or similar role in the financial services industry.
Demonstrated ability to create executive level presentations.
Demonstrated strong written and verbal communication skills.
Demonstrated strong analytical and problem-solving skills.
Proficiency with Microsoft applications with an emphasis on PowerPoint, Excel, and Sharepoint.
Specific experience/business acumen within the business line.
Preferred Qualifications:
Project management experience.
Job Competencies:
Excellent written and verbal communication skills.
Proven analytical skills to gather and summarize data for reports, find solutions to challenges and prioritize work.
High degree of curiosity and learning agility.
Strong attention to detail.
Strong time management.
Ability to rotate across multiple projects / tasks, prioritizing appropriately.
Self-starter, able to action on priorities with moderate level of direction.
Positive attitude, friendly demeanor, and a team player.
Demonstrated interpersonal skills to handle sensitive and confidential matters.
Excellent customer service skills.
Solid typing and data entry skills.
Proven ability to use independent judgment required to plan, prioritize, and organize a diversified workload for executive management.
Team player with the ability to create structure amidst a leadership team with different working styles.
Physical demands (ADA): No unusual physical exertion is involved.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.
$32k-45k yearly est. Auto-Apply 8d ago
Branch Banking - Client Consultant I
Flagstar Bank 4.9
Barstow, CA job
Title
Branch Banking - Client Consultant I A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.
Hourly Range: $17.00 - $21.25 - $25.50Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.
Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
0 - 3 years of customer service and sales experience, required
Experience in financial services industry, preferred
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
$17-21.3 hourly Auto-Apply 5d ago
Teller - Tulare Prosperity
Sierra Bancorp 4.2
Sierra Bancorp job in Tulare, CA
Tellers are responsible for providing exceptional customer service including efficient and accurate transaction processing and helping with account-related inquiries. RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: * Perform routine tasks, including making deposits, withdrawals, transfers, cash advances, receiving loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.
* Maintain and balance a cash drawer daily by accounting for cash assigned, received, and disbursed. Turn in excess cash and mutilated currency to the vault.
* Enters customer transactions into a computer to record a transaction, and issues computer-generated receipts.
* Sells cashier's checks.
* Answers questions in person or on the telephone and refers customers to other bank services as necessary.
* Completes special requests by closing accounts, taking orders for checks, exchanging foreign currencies, assisting customers to a safe deposit box, providing statements, preparing cash orders for merchants, completing stop payments, and blocking and reordering debit cards.
* Places holds on accounts for a new account, large deposit, or an exception item.
* Prepares outgoing domestic and foreign wires.
* Complies with bank operations and security procedures by participating in all dual-control functions, auditing other tellers' currency, and assisting in the certification of proof.
* Maintains customer confidence and protects bank operations by keeping information confidential.
* Comply and stay up to date with applicable laws and regulations through compliance online training.
* Promote strong customer and client interactions, build relationships, participate in cross-selling, and offer new products and services.
* Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery.
* May need to travel to another branch location to assist in coverage.
* Participates in qualifying CRA activities.
* Other duties as assigned.
REQUIRED KNOWLEDGE SKILL AND ABILITY:
To perform the job successfully, an individual should demonstrate the following competencies:
* Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees.
* Mathematical skills.
* Strong communication & organizational skills.
* Detail-oriented, with a high degree of accuracy.
* Competence with computers, telephone, 10-key calculator, other office machinery, Word, and Excel.
* Ability to work in a fast-paced environment & under pressure as needed.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
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 frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
EDUCATION AND EXPERIENCE:
High school diploma or GED equivalent required. Two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions.
AT-WILL EMPLOYMENT NOTICE:
I understand that, if hired, my employment with Bank of the Sierra is at-will, meaning that either I or the bank may terminate the employment at any time, with or without cause or advance notice, so as long as the reason is lawful.
By submitting this application, you understand and agree to the at-will notice.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Zippia gives an in-depth look into the details of Sierra Ban, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Sierra Ban. The employee data is based on information from people who have self-reported their past or current employments at Sierra Ban. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Sierra Ban. The data presented on this page does not represent the view of Sierra Ban and its employees or that of Zippia.
Sierra Ban may also be known as or be related to SIERRA BANCORP, Sierra Ban and Sierra Bancorp.