Relationship Banker jobs at Tech Credit Union

JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

JobID: 210683781 JobSchedule: Full time JobShift: Base Pay/Salary: Brea,CA $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. This position will provide support to the following branches: San Francisco, Menlo Park, San Jose West, San Jose Downtown, Los Altos, San Mateo, and Millbrae. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III (Floater): The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Will be required to travel Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III (Floater): The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II (Floater): The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III (Floater): A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III (Floater): A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II (Floater): A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Essential Duties: New Accounts/CSR III (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Essential Duties: New Accounts/CSR II (Floater): Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III (Floater): None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III (Floater): Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. The work environment is typically quiet to a moderate noise level. Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$31.90/hour DOE

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR II: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$31.90/hour DOE

Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: * 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors * Experience in the software industry is strongly preferred, but not required * Strong written and verbal communication, client and interpersonal skills * Commercial instinct and ability to perform under pressure and tight deadlines * Bachelor's degree is required; an MBA and/or CFA designation would be an asset * Series licensed or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

JobID: 210693252 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $25.00-$32.70 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here . If you'd like more information on your EEO rights under the law, please click here .

Job Description Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here . If you'd like more information on your EEO rights under the law, please click here .

Title: Premier Banker Hiring salary range: $34.13 - $45.19 per hour Eligible for Sign-On Bonus: Yes Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Retail Banking team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Premier Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Premier Banker will recommend or refer retail consumer and business products and services to prospective and existing clients and develop and maintain internal partner relationships to maximize relationship expansion. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. A significant responsibility of the Premier Banker is client acquisition and may require up to 50% of time performing outside business development activities. Based on branch needs, this position may spend a portion of time handling cash transactions. Role and Responsibilities Customer Experience: * Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer service. * Promote and expand client relationships based on identifying needs through effective utilization of client needs assessment tools. * Accurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and services. * Resolve client issues and handle client requests in a timely, consistent, and professional manner. Relationship Building: * Explain, promote, and refer Fremont Bank products and services to current and prospective consumer and business clients. * Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable. * Market to consumer and business prospects and clients in the mass affluent and affluent segments; defined as relationships with $50,000 - $250,000 in deposit balances. * Maintains accurate performance records, pipeline activities and regularly reviews performance results with Branch Management. * Conduct internal and prospective client telemarketing and follow-up duties when assigned by management. * Regular participation in outside business development activities, including individual and collaboration of in-person business cold calling, as well as applicable community-based business networking events. * Understand and be able to accurately communicate consumer and business deposit and lending products, as well as merchant payment, payroll, and treasury management services. * Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion. * Open new accounts and service existing accounts, including business customers. Operations: * Follow and explain bank policies and procedures as directed by management. * May conduct cash handling and other deposit or payment related transactions. * Responsible for compliance with applicable State and Federal Regulations and laws * Accountable for performing all operational duties with accuracy, attention to detail and proper cash handling. * Perform miscellaneous operational tasks, as assigned by supervisor, including opening, and closing the branch. * May assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, review, and processing of Non-Sufficient * Fund (NSF) items, and processing night deposits and cash shipments. * Actively prepare for and participates in branch meetings and training workshops. * Stay informed of job-related issues, bank promotions, changes in products, services, policies or procedures; actively participate in industry related seminars and training classes. * Accountable for staying current on business-related activities in other areas of the Bank. * Maintain a flexible work schedule, to include weekends. * Other additional duties as assigned. Minimum Qualifications * 5 years sales and customer service experience in a customer facing banking environment with previous new consumer and business account opening responsibilities or equivalent preferred. * Signing Authority preferred. * Proven demonstration of success in building relationships with clients and achieving banking sales and lending objectives. * Knowledgeable in small business deposit and lending products. * Proven success in small business lending, as well as prospecting and cold calling new outside business opportunities. * Knowledge of bank products and services and proven success of effective sales techniques. * Understanding of banking regulatory compliance issues. * Excellent listening and presentation skills. * Minimum 1 year of cash handling experience recommended. * Must be able to lift at least 25 lbs. * Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft Office. * Strong time management and organizational skills. * Vision and hearing must be sufficient to interact with clients over the phone and in-person. * Verbal communication must be clearly spoken and understood. * Ability to walk and stand for outside business development activities. * Willingness to perform telemarketing duties as assigned. * Must possess excellent verbal and written communication skills. * A professional appearance is required. * High school diploma or GED required. * College degree preferred. What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $34.13 - $45.19 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

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

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

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

Essential Duties and Responsibilities: This role will perform a variety of sales and service functions using a high degree of personal service skills. A Concierge Banker is responsible for efficiently processing a variety of client transactions and promptly responding to all client information and transaction requests. In addition, a banker should be knowledgeable of all Bank services and products and is trained to promote and deliver those service, to include, but not limited to deposit accounts, cash requests, funds transfers, wire transfers and stop payments. This individual must be able to work in a fast paced environment that requires accuracy and the highest level of service. This role will be accountable for the operational efficiency and effectiveness of the branch while providing leadership and direction to colleagues. Duties will include, but are not limited to the following: Processing customer transactions efficiently and accurately in a fast- paced environment; maintaining and balancing a cash drawer; and adhering to policies and procedures. Greeting customers and facilitating a welcoming and customer- focused environment. Responding to customer inquiries and concerns; researching and identifying solutions. Generating new business and expanding relationships with current customers by cross-selling bank products and services that would benefit each individual Building customer loyalty by developing relationships and always offering exceptional service. Represent the bank in a positive, courteous and professional manner by promptly greeting each client. Provide efficient and accurate service in processing transactions. Ensure proper functioning of day-to-day operations, including opening and closing procedures, cash levels and vault activities. Assist in ensuring compliance with bank's policies and procedures and provide proper training as necessary. Assist with overall facilities management function to include purchasing supplies keeping a professional image of break rooms and conference rooms. *This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency. As a Float Concierge Banker, a designated banking center will be assigned at the location stated. This posiion requires the flexibility to drive to and from different branches with the region. Employee will be required to have a reliable transportation to drive to various banking locations and as such, will receive mileage reimbursement. Required Skills: Minimum of 2 years of cash handling responsibilities Excellent customer-service skills, including oral and written communication Ability to effectively contribute to a positive team environment and work toward achieving goals Careful attention to detail and strong organizational skills. Must adhere closely to bank procedures and regulations Strong work ethic and high integrity Strong computer and 10 key skills Outgoing, assertive, confident, and enthusiastic personality Preferred Skills: Knowledge of banking products and procedures Successful sales record in a sales or banking environment Proficiency with all Microsoft applications (Word, Outlook, Excel etc.) Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Salary Range: $22.00 - $25.00 per hour. Exact compensation may vary based on skills, experience, and location.

Summary of Job Responsibilities: Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud. Essential Duties: Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank. Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity. Cross-sells bank services in accordance with individual and branch performance goals. Operates in a team environment and provides excellent customer service. Responsible for the completion of tasks necessary to secure company assets. Uphold the customer and employee service standards established Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards. Skills and Abilities Required: The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers. Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps. Ability to exercise critical thinking skills. Preference of one year of experience in a consultative sales environment. Minimum Requirements: A high school diploma or equivalent. The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations. Successful completion of credit check, drug screen, and background check. Flexible schedule Monday-Friday and Saturday morning availability. Two years of customer service experience OR completion of internal Banker Pathway I. Working Conditions: Minimum discomfort from noise, heat, dust, and other causes. Required to stand for long periods when providing customer services Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk. The ability to lift and carry cash drawers and coin bags (up to 25 pounds).

Job Description Summary of Job Responsibilities: Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud. Essential Duties: Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank. Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity. Cross-sells bank services in accordance with individual and branch performance goals. Operates in a team environment and provides excellent customer service. Responsible for the completion of tasks necessary to secure company assets. Uphold the customer and employee service standards established Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards. Skills and Abilities Required: The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers. Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps. Ability to exercise critical thinking skills. Preference of one year of experience in a consultative sales environment. Minimum Requirements: A high school diploma or equivalent. The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations. Successful completion of credit check, drug screen, and background check. Flexible schedule Monday-Friday and Saturday morning availability. Two years of customer service experience OR completion of internal Banker Pathway I. Working Conditions: Minimum discomfort from noise, heat, dust, and other causes. Required to stand for long periods when providing customer services Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk. The ability to lift and carry cash drawers and coin bags (up to 25 pounds).