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  • Operations Manager - Bakersfield Cal Ave

    Sierra Bancorp 4.2company rating

    Sierra Bancorp job in Bakersfield, CA

    The Branch Operations Manager will organize and coordinate the effective delivery of all banking services within a Bank of the Sierra branch. The Branch Operations Manager will be responsible for ensuring outstanding customer relations, achieving assigned goals and objectives, adhering to company policy and procedure, completing required tasks, providing leadership and motivation to assigned team members, cooperating with all business lines across the organization, and exhibiting commitment to Bank of the Sierra's values and company culture. RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: * Delivers a consistently great customer service experience by promoting accuracy, communication, expertise in financial services and products, owning and solving service issues, and developing relationships with customers. * Directly supervises employees in the branch under company policies and applicable laws. * Hires, trains, develops and retains employees. * Completes performance appraisals, coaching sessions, development plans, training plans, and disciplinary actions while working closely with all applicable business lines. * Organizes staff by assigning employee work schedules, directing work, assigning side duties, scheduling time off, and coordinating branch coverage to maintain efficient operations and high service standards. * Completing essential tasks at prescribed cadences, such as but not limited to: o Resolving non-sufficient funds and other unposted transaction events. o Verifying branch cash totals are in balance. o Reviewing and submitting employee timecards. o Reviewing and approving transactions. o Completing certifications. o Auditing records of proof. o Completing various monthly reports o Balancing ATM(s) o Conducting new account and/or account maintenance reviews and callbacks o Conducting customer site visitations * Maintains facilities and working equipment in proper condition. * Maintains a neat, clean, and organized office. * Approve and submit invoices for payment. * Approves expense reports. * Controls supply of money on hand to meet daily needs and legal requirements. * Oversees completion of all required regulatory compliance and procedural training by staff members. * Manages expenses, including office supplies, employee overtime, break penalties, and fee waivers. * Oversees new account functions and completes quality assurance callbacks. * Coordinates (planning, identifying, administering) staff training to achieve company goals and objectives. * Manages record retention. * Achieves branch goals and objectives of customer service standards, employee engagement, and financial results. * Adheres to all company policies/procedures and applicable regulations governing banking to maintain the highest degree of integrity, accuracy, and safety while delivering financial services * Achieves satisfactory audit ratings * Enhances company reputation and visibility in the community by providing top-tier service and volunteering in community events. * Coordinates and promotes CRA and other volunteerism opportunities. * Cooperates with all other business lines as needed on special projects and assignments. * Conducts weekly team meetings to address procedural updates, operational issues, organizational updates, training events, campaigns, financial results, and other topics. * Maintains open and effective communication with staff members and managers. * Provides staff coverage at other locations as needed. * Other duties and responsibilities as assigned. REQUIRED KNOWLEDGE SKILL AND ABILITY: To perform the job successfully, an individual should demonstrate the following competencies: * Identifies and resolves problems promptly * Gathers and analyzes information skillfully while striving to continuously build knowledge and skills that can be shared with others to develop alternative solutions to fit current needs. * Manage escalated customer situations in a professional manner * Respond promptly to customer needs while soliciting customer feedback to improve service and respond to requests for service and assistance * Ability to remain open to new ideas * Always maintains confidentiality * Strong communication and presentation skills, both verbally and in writing * Encourage and support a positive culture by listening to others provide valuable feedback at all times * Ability to speak clearly, tactfully, and effectively to members and employees at all levels of the organization * Strong ability to delegate work assignments while providing recognition for results * Strong ability to set goals and prioritize workload timely and efficient with high accuracy * Follow all policies and procedures * Strong knowledge of Microsoft software * Ability to exemplify Bank of the Sierra values and culture * Ability to maintain focus and deliver results despite the constant interruption EDUCATION AND EXPERIENCE: Five (5) or more years of related experience or an equivalent combination of education and experience. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform 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.
    $70k-110k yearly est. 23d ago
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  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Palo Alto, CA job

    A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
    $80k-132k yearly est. 2d ago
  • Events Manager

    Norwest Venture 3.3company rating

    San Francisco, CA job

    Managing pricing and rebates shouldn't be a hassle. Enable's intelligent platform is built for the speed of today's market, eliminating disconnects between pricing strategy and rebate execution. We help companies to increase profitability and simplify the complex with accurate, AI-powered insights, real-time performance monitoring, agreement optimization, and simplified rebate management. After securing $291M in Series A-D funding and acquiring Flintfox in 2025, Enable is positioned for continued, significant growth. Since the launch of our flagship product in 2016, we have been rapidly scaling our client base, product offerings, and built a team of top-tier professionals committed to reshaping the industry. Want a glimpse into life at Enable? Visit our Life at Enable page to learn how you can be part of our journey. We're looking for an Events Manager to define, execute, and scale our enterprise events program. In this hands‑on role, you'll work closely with Enterprise Sales, Marketing, and Customer teams to deliver high‑impact, high‑touch events that support complex buying journeys and long sales cycles. Own the strategy and execution of enterprise-focused events-including executive experiences, field events, conferences, and partner events-and collaborate cross‑functionally to deliver thoughtful, well‑executed experiences that build relationships and drive meaningful engagement. Duties and Responsibilities Plan and execute end‑to‑end enterprise events, from concept and strategy through on‑site delivery and post‑event follow‑up Partner closely with Enterprise Sales to align events with account‑based strategies and regional go‑to‑market priorities Deliver executive‑level events such as dinners, roundtables, and customer experiences designed for senior stakeholders Manage all event logistics, including venues, vendors, timelines, budgets, and on‑site execution Source, negotiate, and manage external vendors, venues, agencies, and event technology partners Collaborate with Brand, Product Marketing, Demand Gen, Customer Success, and Marketing Operations teams Ensure seamless on‑site experiences through detailed planning and contingency management Track and report on event performance, engagement, and impact to continuously improve the program Knowledge, Skills, and Abilities Strong project management and organizational skills with exceptional attention to detail Proven ability to negotiate with vendors and partners to deliver high‑quality events while driving budget efficiency Deep understanding of enterprise sales motions and account‑based marketing strategies Ability to manage multiple events simultaneously in a fast‑paced, hypergrowth environment Excellent communication and stakeholder management skills Confident decision‑maker with strong problem‑solving abilities, especially in live event settings Required Education and Experience Bachelor's degree in marketing, Communications, Business, or a related field 5+ years of experience managing B2B events, ideally within enterprise SaaS or high‑growth technology companies Proven experience delivering events that support long sales cycles and complex buying committees Experience working cross‑functionally with Sales and senior stakeholders Preferred Education and Experience Experience delivering executive‑level or C‑suite events Experience supporting global or regional enterprise sales teams Familiarity with CRM and marketing automation platforms such as Salesforce Travel 40% - 50% Total Rewards At Enable, we're committed to your professional growth. During the interview process, we will explore your experience, expertise, and role scope. Starting pay is determined by factors like location, skills, experience, market conditions, and internal parity. Salary/Total Cash Compensation (TCC) is just one component of Enable's Total Rewards package. Enable is committed to investing in the holistic health and wellbeing of all Enablees and their families. Our benefits and perks include, but are not limited to: Unlimited Paid Time Off: Flexible PTO policy based on trust, balancing personal time and business needs Wellness Benefit: Quarterly incentive dedicated to improving your health and well‑being Comprehensive Insurance: Health and life coverage for you and your family Lucrative Bonus Plan: Enjoy a rewarding bonus structure subject to company or individual performance Equity Program: Benefit from our equity program with additional options tied to tenure and performance Career Growth: Explore new opportunities with our internal mobility program Learning & Development: Access a range of workshops and courses designed to boost your professional growth and take your career to new heights According to LinkedIn's Gender Insights Report, women apply for 20% fewer jobs than men, despite similar job search behaviors. At Enable, we're committed to closing this gap by encouraging women and underrepresented groups to apply, even if they don't meet all qualifications. Enable is an equal opportunity employer, fostering an inclusive, accessible workplace that values diversity. We provide fair, discrimination‑free employment, ensuring a harassment‑free environment with equitable treatment. We welcome applications from all backgrounds. If you need reasonable adjustments during recruitment or in the role, please let us know. Enable International participates in the E‑Verify program in certain locations, as required by law. Learn more about E‑Verify and your Right to Work. #J-18808-Ljbffr
    $92k-123k yearly est. 3d ago
  • Senior Capital Markets & Credit Analytics Lead

    Goodleap, LLC 4.6company rating

    San Francisco, CA job

    A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth. #J-18808-Ljbffr
    $105k-140k yearly 3d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 4d ago
  • Nonprofit Canvass Director for Local PBS & NPR Station - $24/hr

    Donor Development Strategies 3.7company rating

    San Diego, CA job

    Donor Development Strategies (DDS) in collaboration with your local PBS & NPR station is searching for a dedicated Nonprofit Canvass Director to lead our grassroots efforts. This crucial role involves fundraising and community engagement to support public media outlets like PBS and NPR. We offer a structured 40-hour work week along with comprehensive benefits, including healthcare options, dental and vision plans, a 401(k), and Paid Time Off. Role Overview and Responsibilities The Nonprofit Canvass Director is a pivotal position where you will lead, manage, and inspire a team to meet and surpass fundraising targets. If you are passionate about public media and excel in leadership, we encourage you to apply. Field Leadership and Fundraising Lead by Example: Participate in field canvassing 4-5 days per week. Training: Implement comprehensive training for canvassing staff to ensure achievement of goals. Performance Targets: Meet and exceed minimum set quotas for fundraising and canvassing activities. Staff Management and Development Supervision: Create and implement effective training plans for new and existing staff. Accountability: Ensure staff adherence to schedules, quality standards, and professional protocols. Administrative Duties Data Management: Collect and ensure the accuracy of data related to daily operations and fundraising efforts. Resource Management: Oversee the security and confidentiality of donor contributions and reach goals in financial stewardship. Communication and Collaboration Team Engagement: Maintain open communication channels within the director team and report to the Project Manager. Professional Liaison: Represent DDS professionally in all interactions with stakeholders and team members. Preferred Qualifications and Skills Experience: Prior experience in canvassing, fundraising, organising, or leadership roles is highly desirable. Technological Proficiency: Familiarity with Microsoft Office and cloud-based storage platforms is essential. Communication: Outstanding verbal and written communication skills are necessary for public and team interaction. Organisational Skills: Strong attention to detail, exceptional time management, and multi-tasking capabilities. Work Environment and Physical Requirements Canvassing: Ability to commit to up to 5 hours of outdoor walking most days per week. Flexibility: Must be available to work Saturdays and possibly some holidays. Compensation and Benefits Salary: Competitive pay of $24.00 per hour with potential for bonuses based on fundraising success. Benefits Package: Includes healthcare, vision, dental, 401(k) with employer contributions, and Paid Time Off. Reimbursements: Mileage reimbursements at the IRS Rate for work-related driving. If you are passionate about making a difference through public media and meet these qualifications, your next career opportunity awaits with us! #J-18808-Ljbffr
    $24 hourly 5d ago
  • Vice President, Controller & Finance Transformation

    Goodleap, LLC 4.6company rating

    San Francisco, CA job

    About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform. The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration. This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives. Essential Job Duties and Responsibilities Accounting Operations, Control & Finance Transformation Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk Partner with Technology & Data teams on integrations, data integrity, and change management controls Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners New Products & Growth Enablement Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively Financial Reporting Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting Support audit readiness and the implementation of new accounting standards, as applicable Leadership & Collaboration Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives Required Skills, Knowledge and Abilities Bachelor's degree in Accounting, Finance or related field CPA license required Experience with ERP implementation/optimization projects Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred Demonstrated experience in accounting operations and financial close and reporting processes Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus Deep understanding of U.S. GAAP, internal controls and financial reporting requirements Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change Exceptional organization, keen attention to detail and commitment to accuracy Excellent written communication skills including production of clear and concise process documentation Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Compensation: $260,000 - $310,000 annually + Bonus If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! #J-18808-Ljbffr
    $260k-310k yearly 1d ago
  • Tech Investment Banking Associate - M&A & Capital Markets (SF)

    Scotiabank 4.9company rating

    San Francisco, CA job

    A leading banking institution is seeking an Associate in Technology Investment Banking for its San Francisco office. This role involves championing client relationships, performing financial analysis, and collaborating with senior bankers on various transactions. A suitable candidate should have a Bachelor's degree, 2-4 years of experience in investment banking, and strong quantitative skills. The role promises opportunities for growth and exposure to key clients. #J-18808-Ljbffr
    $108k-149k yearly est. 2d ago
  • Customer-Centric AI Deployment Engineer

    Truth Systems 4.5company rating

    San Francisco, CA job

    A technology firm focused on AI safety is seeking a candidate for a mission-driven role that melds engineering with customer empathy. You will be responsible for leading client integrations of trust and safety software, ensuring successful product adoption while also translating client feedback into actionable improvements. This in-person role is based in San Francisco and includes regular travel across the U.S. Competitive salary and equity are offered. #J-18808-Ljbffr
    $103k-144k yearly est. 5d ago
  • Advisor Development Program Client Associate

    Bank of America 4.7company rating

    Sacramento, CA job

    Sacramento, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **:** **Advisor Development Program Client Associate** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $44k-53k yearly est. 8d ago
  • Entry Level - Associate Member Relationship Specialist (Part Time Teller 1 - Rancho Cucamonga)

    Arrowhead Credit Union 3.6company rating

    Rancho Cucamonga, CA job

    Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professio Relationship Specialist, Teller, Associate, Part Time, Relationship, Entry Level, Banking, Business Services
    $35k-47k yearly est. 8d ago
  • Strategic Treasury Lead for Real Estate Banking

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution is seeking a Treasury Management Officer to generate new business and maintain client relationships in Commercial Banking. The role requires over 6 years of experience in cash management and sales, excellent communication skills, and a Bachelor's degree. The ideal candidate will collaborate with internal teams to provide comprehensive treasury solutions and manage the client portfolio effectively. This position offers a dynamic work environment focused on client needs and innovative financial solutions. #J-18808-Ljbffr
    $79k-111k yearly est. 1d ago
  • Applied Tech Banking - Relationship Director

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution is seeking a Relationship Executive to focus on Applied Technology banking. This position requires building and maintaining relationships with innovative companies in the technology sector. The ideal candidate will have over 8 years of experience in commercial banking, excellent sales management skills, and strong interpersonal abilities. This role also demands a proactive attitude and a passion for entrepreneurship and innovation within the tech industry. Competitive benefits and incentives are included. #J-18808-Ljbffr
    $124k-187k yearly est. 4d ago
  • Emerging Middle Market Commercial Banker VP

    Jpmorgan Chase & Co 4.8company rating

    San Diego, CA job

    A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr
    $64k-112k yearly est. 3d ago
  • Head of Sales, NA - SaaS GTM & Growth Leader

    Antler 3.7company rating

    San Francisco, CA job

    A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises. #J-18808-Ljbffr
    $140k-214k yearly est. 4d ago
  • Senior Security Engineer, Security Operations

    Goodleap, LLC 4.6company rating

    San Francisco, CA job

    About GoodLeap GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy‑efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI‑powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award‑winning nonprofit, GivePower, which is building and deploying life‑saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position Summary The GoodLeap security team is responsible for both business enablement and safeguarding the organization's information assets; it is involved in virtually all aspects of the business, from product safety and resilience, to building security paved roads, customer, partner, and regulatory trust, managing technology governance and compliance, and ensuring the privacy, and safety of GoodLeap's customers, partners, and employees information. The senior security engineer role provides a unique opportunity to shape the security and resilience of GoodLeap systems, services, and operational processes. In this role, you will work closely with product, engineering, IT, and business teams within GoodLeap to design, build, implement, and operate security and fraud monitoring, detection, and response capabilities. Your Oversight Will Encompass Security & Fraud Monitoring, Detection, and Response: Identification of potential misuse and abuse cases, determining corresponding events associated with manifestation of such scenarios, design of identification and detection solutions -e.g., correlated/iterative event searches across log sources ranging from infrastructure to applications/SaaS platforms, testing, implementation, monitoring, and fine‑tuning of these solutions, etc. Toolset design and operations: Design and build the monitoring, detection, and response platform, from tool selection and integration - e.g., SIEM, SOAR, agentic SOC, EDR, to daily operations/management Incident Response: Play a leading role in the definition, refinement, and execution of incident response activities. Overall Security Operations: Management and operation of security platforms/solutions outside monitoring, detection, and response platform. Support Embedded Product Security Team: Design, build, and implement monitoring and detection solutions for GoodLeap products and services. Essential Job Duties & Responsibilities Lead, participate in, and contribute to security and fraud monitoring, detection, and response activities, inclusive of investigations, threat hunting, etc. Create playbooks for specific incident response scenarios. Identify potential misuse and abuse cases in enterprise systems, propose solutions to detect these scenarios, and identify and implement monitoring and detection solutions for such scenarios. Support or develop components of the security analytics platform. Support embedded (product) security team. Support general security operations team with vulnerability management, tools management, and more. Required Skills, Knowledge & Abilities Strong communicator with the ability to lead technical architecture discussions, drive technical decisions, and effectively communicate with non‑technical audiences. Expertise in security event management, monitoring, threat hunting, incident response, playbook creation, orchestration/automations, etc. Experience with threat modeling methodologies. Expertise with EDR solutions/platforms, such as CrowdStrike, S1, Palo Alto Cortex EDR, etc. Experience with AWS services, including KMS, SST, Container Registry, ELBs, Lambda, API Gateway, CloudTrail, and IAM (knowledge of GCP and/or Azure is a plus). Proven ability to establish credibility and build trust with business, engineers, and operational staff; confident yet humble. Experience designing, configuring, and implementing security and fraud monitoring for core enterprise systems, e.g., ERP, HCM, Salesforce, etc. Experience working with and creating solutions based AI and ML toolsets - e.g., creation of AI skills, agents, MCP clients, vibe coding. Strong understanding of both human and non‑human identity management and common enterprise and consumer authentication standards and use cases. Practical experience with CI/CD pipelines and DevOps tools, including Infrastructure‑as‑Code (IaC) tools like Terraform, Pulumi, or CDK; GitHub and GitHub Actions; artifact management; and secrets management tools like Doppler and HashiCorp Vault. Passionate about learning new technologies. While you're not expected to know everything, you should demonstrate a willingness and ability to learn as needed. Prior experience interfacing and supporting teams outside of security - e.g., internal product teams and other cross‑functional areas. Proficiency in writing automation scripts in multiple languages and integrating with REST/GraphQL APIs to orchestrate workflows between security tooling and third‑party cloud/SaaS platforms, automating detection, response, and operational processes. Experience engaging with vendors in design partnerships. Experience overseeing vulnerability and threat management at the platform and application levels. Familiarity with penetration testing and red team exercises, including manual verification, exploitation, and lateral movement. Ability to balance a high‑level view of security strategy with attention to detail, ensuring thorough and effective execution. $146,000 - $170,000 a year In addition to the above salary, this role may be eligible for a bonus and equity. Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI. #J-18808-Ljbffr
    $146k-170k yearly 2d ago
  • Senior Credit Officer - Healthcare Financing & Advisory

    Bank of America 4.7company rating

    San Francisco, CA job

    A leading financial institution is seeking a Credit Officer to join their Transformative Healthcare segment in San Francisco. This role involves managing credit processes, negotiating documentation, and building client relationships. The ideal candidate will possess over 10 years of commercial banking experience and a strong background in financial analysis, underwriting, and portfolio management. This position offers a salary range of $125,000 to $200,000 annually, along with comprehensive benefits and the opportunity for career growth. #J-18808-Ljbffr
    $125k-200k yearly 2d ago
  • Executive Underwriter: Emerging Tech & Growth

    The Hartford 4.5company rating

    San Francisco, CA job

    A leading insurance company is looking for an Executive Underwriter to join their Y-Risk team in San Francisco. The role focuses on underwriting emerging technologies, managing complex accounts, and collaborating with brokers. Candidates should have 3+ years of underwriting experience and strong analytical skills. The position offers a hybrid work schedule, requiring 3 days in the downtown office, with a competitive salary range of $96,400 to $180,000, depending on experience. #J-18808-Ljbffr
    $96.4k-180k yearly 3d ago
  • Teller - Dinuba (37 Hours)

    Sierra Bancorp 4.2company rating

    Sierra Bancorp job in Dinuba, 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. 47d ago
  • Principal SRE: Foundations for Reliable Systems

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA job

    A top financial institution is seeking a Principal Site Reliability Engineer to enhance reliability and operational efficiency. The role involves managing critical incident management and infrastructure design. Candidates must have over 10 years of experience in site reliability engineering, along with strong technical and project leadership skills. This position offers the chance to influence end-to-end software development processes within a dynamic team environment. #J-18808-Ljbffr
    $141k-174k yearly est. 1d ago

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