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Assistant Vice President jobs at Travis Credit Union

- 484 jobs
  • VP, Credit and Pricing Strategy

    Travis Credit Union 4.6company rating

    Assistant vice president job at Travis Credit Union

    Candidates must reside within a commutable distance to the communities that Travis Credit Union serves: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties. This position is considered hybrid so you must be within a commutable distance to our corporate headquarters in Vacaville, CA. Summary: The VP of Credit and Pricing Strategy leads the Lending Strategy department within Travis Credit Union's (TCU) lending business. This role is responsible for developing and executing credit policies, optimizing risk and profitability trade-offs for loan originations and portfolio management, setting and implementing loan pricing strategies, and overseeing secondary market and third-party partnership activities. The role ensures alignment with organizational goals, regulatory requirements, and market competitiveness, driving sustainable growth and risk-adjusted returns across all lending products in a >$4 billion portfolio. Principal Responsibilities: Owns the development, implementation, and ongoing refinement of credit policies and underwriting criteria for all lending products. Analyzes risk and profitability trade-offs to optimize loan originations and portfolio performance. Leads the design and execution of loan pricing strategies, ensuring competitive rates and alignment with business objectives; in support of this, is a key participant in the credit union's ALCO. Manages secondary market activities, including partnerships and loan sales, to maximize portfolio value and strategic flexibility. Oversees a team of analysts supporting credit, pricing, secondary market, and data analytics functions. Collaborates cross-functionally with Lending, Finance, Product, and 2 nd line Risk and Compliance teams to deliver strategic initiatives. Monitors and reports on key performance indicators, portfolio trends, and market benchmarks to inform decision-making. Ensures compliance with regulatory standards and internal policies. Drives continuous improvement through data-driven insights, innovation, and process optimization. Skills: Deep understanding of credit risk, loan pricing, and portfolio management principles. Strong strategic thinking and problem-solving abilities. Excellent communication and presentation skills, with the ability to convey complex concepts to senior leadership. Leadership and team management experience, including coaching and developing direct reports. Ability to manage multiple priorities in a fast-paced, dynamic environment. Knowledge of regulatory requirements and compliance in consumer lending. Collaborative and adaptable, with strong interpersonal and negotiation skills. Supervisory Relationships: Reports directly to the SVP, Chief Retail and Lending Officer. Direct supervisory responsibility for assigned credit, pricing, secondary market, and data analysts. Experience and Education: Bachelor's degree in Finance, Economics, Statistics, Mathematics, Business Administration, or a related quantitative discipline, required; Master's degree preferred. 10+ years of experience in financial services, with a focus on credit risk management, loan pricing and strategy, required. 5+ years of people management experience, leading teams in credit, pricing, and/or analytics functions, required. Demonstrated experience in developing and executing credit policies, pricing strategies, and secondary market activities, required. Proven track record of driving risk-adjusted returns and portfolio optimization in a lending environment, required. Experience with regulatory compliance and reporting in consumer lending, required. Compensation:Base salary starting range: $190,000 annually - $300,000/annually is commensurate with experience. Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!Travis Credit Union is an Affirmative Action EmployerEOE/Individual with Disability/Veteran Status #traviscu
    $190k-300k yearly Auto-Apply 43d ago
  • AVP, Market Development Manager

    Technology Credit Union 3.8company rating

    San Jose, CA jobs

    The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory. Responsibilities Essential Duties Sales and Service Within the Territory of responsibility, Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies. Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals. Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand. Sells and processes, Tech CU's products & services in person and via Virtual Branch Collaborates with internal partners to optimize outreach efforts. Connects and develops relationships with key employers as well as business and civic leaders in the territory. Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc. Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity. Participates in community organizations and events aligned with Tech CU's organizational objectives. Utilizes social media channels to promote events and engage community and Tech CU membership. Maintains current industry, competitive and product knowledge. Develops and nurtures a network of referral sources and business contacts. Communicate sales results to own manager for inclusion in territory management reports. Works under general supervision from leadership. May offer periodic coaching to other less experienced staff. Schedule Full-time; 40+ hours/week Flexible within core business hours, M-F (or as directed by management) Occasional extended early morning or late evening hours, and weekends, typically with advance notice. Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: Bachelor's Degree in related business discipline or equivalent work experience. Experience: 7+ years of experience in related disciplines products, policies and procedures. 3+ years of outside sales or business development experience. Knowledge/Skills/Abilities: Strong leadership and sales acumen. Solid time and project management skills. Solid ability to self-manage priorities. Self-motivated and goal driven. Strong knowledge of financial products and services, the financial services industry and the competitive landscape. Proficient in Microsoft Office products Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts. Strong knowledge and ability to facilitate workshops/seminars in-person and virtually Positive disposition. Solid team orientation. Strong commitment to make excellence a habit. Strong written, verbal and presentation skills. Highly adaptive and open to changes as the organization grows and its needs evolve. Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration. Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice. Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Walk/travel 60-80% of the time to develop business. While in the office (headquarters, branch or remote office) may sit 20-40% of the time. Keyboard and read computer screen for 75% of time during which one is seated. Ability to lift items up to 25 lbs. EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. 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. Pay and Benefits Position Grade: 106 Salary Range: minimum-$97,000, midpoint-$116,000, maximum-$135,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 10% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $97k-135k yearly Auto-Apply 9d ago
  • Assistant Vice President, Fair Lending Compliance

    Pennymac 4.7company rating

    Moorpark, CA jobs

    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Assistant Vice President (AVP) of Fair Lending Compliance is a critical role responsible for ensuring the organization's adherence to fair lending state and federal laws and regulations. This role involves proactively identifying and mitigating potential fair lending/servicing/marketing risks, conducting comparative file reviews, evaluations of business controls, enhancing fair lending monitoring systems, investigating potential violations, proposing viable solutions, and staying informed about regulatory changes and industry best practices. The Assistant Vice President of Fair Lending Compliance will: Collaborate with other departments, such as: Marketing, Sales, Operations, Customer Service, and Legal to ensure fair lending compliance is embedded in all aspects of the business Escalate and report identified fair lending risk and/or violations through comparative file reviews to senior management and relevant committees Continuously improve monitoring systems, such as fair lending analytics and regression models, to identify and address fair lending risks Investigate and analyze possible fair lending violations, such as consumer complaint allegations, and collaborate to develop effective solutions to address them Conduct periodic risk assessments to identify potential fair lending risks Implement measures to prevent and mitigate future fair lending risks, ensuring compliance Stay updated on regulatory changes, including state and federal fair lending regulations, and industry best practices Uphold the organization's culture and values through actions and behaviors Perform other related duties as assigned, needed, or required What You'll Bring Minimum 5-7 years of experience in financial services, including mortgage lending and servicing Extensive knowledge of federal and state regulations related to fair lending laws, including but not limited to: ECOA, FHA, HMDA, and UDAAP Strong analytical and risk assessment skills Exceptional communication and interpersonal skills Ability to work independently and collaboratively Proficiency in Microsoft Office and Google Workspace, Encompass, including relational databases (SQL, Snowflake) Strong business acumen and ability to interact effectively with executive management Exceptional attention to detail and accuracy in reviewing application loan files, call recordings, data trends & inconsistencies Ability to work under pressure and manage multiple projects simultaneously Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. #TPO Salary $75,000 - $130,000 Work Model OFFICE
    $75k-130k yearly Auto-Apply 49d ago
  • Mortgage Closing AVP

    Pennymac 4.7company rating

    Moorpark, CA jobs

    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day We are seeking an experienced and driven Assistant Vice President to oversee the performance of our residential mortgage closing team. The ideal candidate possesses expert-level knowledge of mortgage closing practices and requirements, a proven track record of success in managing high-performing teams, and a strong commitment to balancing production with quality and compliance. The role is responsible for overseeing all aspects of residential mortgage loan closing, ensuring efficient operations and maintaining exceptional loan quality. The Closing Assistant Vice President will: Direct the closing activities for a wide range of GSE, FHA, VA, and conventional mortgage loan products to assigned Closers Lead teams responsible for the initial closing disclosure, balancing of the final closing disclosure and creation of the closing package Oversee development and training of the team Develop working relationships with internal business partners Deliver exceptional customer service Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 8+ years of experience in mortgage originations or fulfillment, with a minimum of 5 years in a leadership role focused on residential mortgage loan closings Comprehensive knowledge of investor requirements and regulatory standards A passion for helping customers achieve their financial and homeownership goals Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities. To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $68,000 - $115,000 Work Model OFFICE
    $68k-115k yearly Auto-Apply 18d ago
  • AVP/Database Architect

    Kearny Bank 4.4company rating

    Fairfield, CA jobs

    Responsible for administering, securing and optimizing the Bank's database platforms across on‑premises Microsoft SQL Server and cloud services (e.g., Azure SQL, Microsoft Fabric and Snowflake). Ensure high availability, performance, resilience and regulatory compliance of enterprise data assets. Implement and test backup/restore processes aligned to Recovery Point Objective / Recovery Time Objective ("RPO/RTO"). Partner with Data Analytics, Infrastructure and Information Security to deliver a reliable, well‑governed data foundation that enables reporting, automation and AI initiatives. Responsibilities * Administer on‑premises SQL Server (installation, configuration, patching), Azure SQL (PaaS/MI), and Snowflake environments; manage schemas, roles, and resource usage. * Implement, monitor, and continuously improve backup, restore, and disaster recovery procedures; validate RPO/RTO via periodic restore tests and documented runbooks. * Design and maintain high‑availability configurations (e.g., Always On Availability Groups, failover strategies) and capacity plans across environments. * Proactively tune performance (indexes, statistics, query plans), remediate blocking/long‑running queries, and optimize resource consumption. * Build and operate data ingestion and integration pipelines to Snowflake (e.g., via Fiserv Data Compass, ADF/SSIS, secure file transfers); manage the Microsoft Data Gateway cluster and refresh schedules supporting BI workloads. * Harden data platforms using least‑privilege, role‑based access control, encryption at rest/in transit (Transparent Data Encryption ("TDE"), Transit Layer Security ("TLS")), and data classification/ retention policies. * Monitor platforms with jobs, alerts and dashboards (SQL Agent, Azure Monitor/Log Analytics, Snowflake ACCOUNT_USAGE). Automate routine tasks using PowerShell, T‑SQL and/or Azure CLI. * Execute changes through formal change management with peer review, version control, and documented rollback procedures; participate in after‑hours maintenance windows as needed. * Support audits and examinations (internal audit, external/third‑party), provide evidence, and resolve findings related to database configuration, access, and recovery. * Collaborate with Data Analytics, Application Subject Matter Expert ("SMEs"), Infrastructure/ Networking, and InfoSec on data modeling, connectivity, network paths (e.g., ExpressRoute), and secure vendor integrations. * Create and maintain current system documentation, standard operating procedures ("SOPs"), and architecture/runbook diagrams; train peers and provide knowledge transfers. Qualifications * Bachelor's degree in computer science, information systems or equivalent experience required. * Minimum 2 years experience administering Microsoft SQL Server in production including installation, High Availability and Disaster Recovery ("HA/DR"), backup/restore, performance tuning and security. * Information Technology Infrastructure Library ("ITIL") change management and operations in regulated financial services environments required. * Azure SQL (Managed Instance and/or Azure SQL Database) and Snowflake (roles, warehouses, storage, cost management) hand-on experience required. * Automating with PowerShell and/or Azure CLI experience required. * Strong T‑SQL scripting skills required. * Data integration (ADF/SSIS), secure data movement, and managing on-premise/cloud connectivity experience required. * Microsoft Power BI Gateway clusters and performance/refresh optimization experience preferred. * Microsoft Certified: Azure Database Administrator Associate (DP‑300) preferred. * Microsoft Certified: Azure Data Engineer Associate (DP‑203) preferred. * Snowflake SnowPro Core Certification preferred. * ITIL 4 Foundation; CompTIA Security+ certification or equivalent preferred. * MS Office proficiency required. * Excellent written and verbal communication skills. WORKING CONDITIONS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions. Perform routine and typical tasks of an office such as typing, taking notes, reading/reviewing, computer work, filing, copying, answering phones, etc. that may require employee to view, stand, stoop, kneel, or crouch and lift. Position requires flexibility and willingness to be available to work generally during normal business hours, but can include early mornings, evenings and weekends. The successful candidate will be required to prove on the first day of work that they are legally authorized to work in the U.S. The Bank will not sponsor a candidate for a visa or for work authorization. COMPENSATION: $110,000 to $135,000 annually
    $110k-135k yearly Auto-Apply 60d+ ago
  • Assistant Vice President, Technical Project Manager

    Oaktree Capital Management 4.8company rating

    Los Angeles, CA jobs

    Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 25 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. For additional information please visit our website at *********************** The AVP, Technical Project Manager in Technology Strategy & Operations is a key role that oversees and coordinates various Technology initiatives and projects across the organization. This position is designed for a seasoned professional who possesses a robust blend of technical acumen, project management expertise, and business analysis capabilities. The ideal candidate will have a proven track record of successfully driving complex, cross-functional projects from inception to completion, while consistently delivering value to stakeholders. You will work closely with senior management, business stakeholders, and technical teams to ensure that the project objectives, scope, budget, timeline, quality, and risks are clearly defined and managed. You will also communicate effectively with all project participants and report on the project status, issues, and outcomes. This role is a brand ambassador not only to technology at Oaktree but to the Technology Strategy & Operations team as we continue to grow and develop our brand. The Technology Strategy & Operations mission is to function as a visible center of excellence that promotes transformation, service excellence and disciplined execution supporting our digital transformation strategy, the success of our partners and the organization. We are an ambitious team with an entrepreneurial mindset. We seek to inspire, influence and collaborate within and across teams. Responsibilities As the AVP, Technical Project Manager, you will have the following responsibilities: Project Leadership: Lead and manage multiple technical projects simultaneously, overseeing all phases from initiation through delivery and post-implementation review. Develop project plans, timelines, resource allocations, budgets, and risk management frameworks. Business Analysis: Collaborate with stakeholders to gather, analyze, and document business requirements. Translate business needs into technical specifications and solutions that add measurable value. Stakeholder Management: Build strong relationships with business and technology stakeholders at all levels. Act as the primary point of contact between business units and technical teams, ensuring clear and timely communication. Strategy Execution: Align project objectives with organizational strategy and goals. Identify opportunities for process improvement and innovation, leveraging technology to drive business growth. Risk and Issue Management: Proactively identify project risks and issues, developing mitigation strategies and contingency plans. Ensure transparent escalation and resolution of critical issues. Resource Coordination: Coordinate and lead cross-functional project teams, including internal staff, external vendors, and consultants. Facilitate effective collaboration and ensure accountability for project deliverables. Quality Assurance: Establish and enforce best practices in project management and business analysis. Monitor project progress and ensure deliverables meet quality standards and stakeholder expectations. Change Management: Develop and implement change management strategies to ensure successful adoption of new processes, systems, and technologies. Prepare and deliver training, documentation, and support as needed. Qualifications The ideal candidate will have the following qualifications: 5+ years of experience in Technology project management, and ideally supplemented with process improvement, technical business analysis, and/or product management. A high degree of professionalism, integrity, and accountability, and the ability to manage multiple priorities and competing demands. Self-starter with proven ability to manage delivery/execution of a wide range of tasks and initiatives. Ability to identify problems and provide a path for solution or escalation Proven experience developing partnerships with and successfully coordinating across various stakeholders Strong listening and verbal/written communications with ability to tailor message to audience Ability to work independently, proactively and possess a strong sense of accountability/ownership Strong familiarity with SDLC processes (e.g., Waterfall) and Agile Methodology Eagerness to learn the business and understand detailed technical requirements Ability to use desktop tools to develop presentations for senior management. Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint Well versed in Jira and Confluence. Project Management certification or successful completion of a recognized project management curriculum is preferred. Reporting and Documentation: Provide regular project status reports to senior leadership and stakeholders, highlighting achievements, challenges, risks, and next steps. Maintain comprehensive project documentation throughout the project lifecycle. Knowledge, Skills & Abilities Requires minimal supervision; models effective leadership skills; communicates effectively with other project team members. Demonstrate decisiveness in resolving business problems, making decisions and identifying priorities. Critical thinking and problem-solving skills. Strong knowledge of Project and Program Management practices, processes and tools. Works creatively and analytically in a problem-solving environment demonstrating teamwork & innovation. Strong knowledge of the IT landscape, including applications, infrastructure, security, data, and cloud technologies, and the ability to align them with business needs and objectives. Listens intently to what other people are saying, taking time to understand the points being made, asking questions when appropriate, and allowing for professional courtesy in conversations. A passion for learning, innovation, and continuous improvement, and the willingness to share knowledge and best practices with others. Builds mutual trust and encourages respect and cooperation among team members. Proven ability to demonstrate a drive for results and accountability of business needs. Proven ability to work in an ambiguous environment and collaborate across multiple areas in order to achieve a common business objective. Interpersonal skills to influence and spur change, facilitate and enhance performance within a cross - functional environment. Detail oriented with excellent follow-through skills. Ability to prioritize, plan, and organize work and deliverables. Influential, focused, and versatile team player that is comfortable under pressure. Takes steps to preserve the high confidentiality of strategic business data. Education Bachelor's degree in computer science, information systems or related field. Financial services experience preferred but not required. Base Salary Range $130,000-$150,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
    $130k-150k yearly Auto-Apply 29d ago
  • AVP/Senior FP&A Analyst

    Kearny Bank 4.4company rating

    Fairfield, CA jobs

    Where Your Analysis Drives Real Impact. At Kearny Bank, we believe in blending tradition with innovation - combining the reliability of a community bank with the forward-thinking mindset of a modern financial organization. We're looking for a data-driven, growth-minded Financial Planning & Analysis (FP&A) Analyst who's ready to make an impact, turn insights into action and help shape the financial future of a bank that values people as much as performance. You'll work directly with business leaders to analyze performance, build models, and deliver strategic insights that guide decision-making. This is a fantastic opportunity to join a collaborative, tech-forward finance team and play a key role in enhancing our financial analytics, budgeting and reporting capabilities. Perform complex financial planning and analysis ("FP&A") and budgeting functions. Provide support in the aggregation of data and analytics required to produce monthly, quarterly and annual financial metrics and reports. Assist with the ongoing development of the Bank's financial reporting analytics and budgeting software platform. Responsibilities * Collaborate cross-functionally with business line and operating department leaders to develop and refine the annual budget and periodic forecasts. * Analyze performance metrics and identify key trends, opportunities, and risks to drive smarter business decisions. * Prepare monthly and quarterly financial reporting-including variance and trend analysis (actual vs. budget, period over period). * Support ongoing system enhancements and serve as a backup administrator for the bank's financial planning and reporting platform. * Streamline processes for financial data aggregation, reconciliation, and reporting accuracy. * Collaborate and partner with the various areas to deliver executive-level dashboards and actionable insights. * Assist in preparing documentation for internal audits, external reviews, and regulatory reporting. * Embrace new technology and innovation by leveraging automation, dashboards, and predictive analytics to elevate FP&A processes. Qualifications * Bachelor's degree in accounting, finance or related field or equivalent experience required. * Minimum 3 years of related FP&A or financial analysis experience required, preferably within financial services. * MS Office advanced knowledge specifically Excel (pivot tables, logic functions, lookups and complex formulas). * Experience with business intelligence tools (Power BI, Tableau or Adobe Connect) and cloud-based FP&A platforms (Adaptive Insights, etc.) preferred. * Strong analytical and problem-solving skills with an ability for storytelling through data. * Ability to translate complex data into clear business insights. * Excellent written and verbal communication skills. WORKING CONDITIONS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions. Perform routine and typical tasks of an office such as typing, taking notes, reading/reviewing, computer work, filing, copying, answering phones, etc. that may require employee to view, stand, stoop, kneel, or crouch and lift. The successful candidate will be required to prove on the first day of work that they are legally authorized to work in the U.S. The Bank will not sponsor a candidate for a visa or for work authorization COMPENSATION: $85,000 to $110,000 annually
    $85k-110k yearly Auto-Apply 53d ago
  • Assistant VP Corporate Compliance

    Pennymac 4.7company rating

    Westlake Village, CA jobs

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Assistant Vice President, Corporate Compliance, will assist in overseeing and managing of the mortgage compliance program, including reviewing marketing campaings and materials, policy and procedures, change management, quality control, remediation, and program risk assessments. As the AVP, Corporate Compliance, you will: Gather, investigate, and monitor state laws, regulations, and directives applicable to marketing and customer communication activities Perform risk assessments and targeted reviews to document gaps, communicate results to the lines of business, and track remediation plans Review mortgage compliance policies and procedures and provide suggested edits Perform other related duties as required and assigned Demonstrate behaviors that align with the organization's desired culture and values What You'll Bring 5+ years of relevant work experience Strong project management skills Broad knowledge of federal, state, and CFPB requirements Strong working knowledge of the following software programs: Microsoft Office, Excel, Word, and PowerPoint Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $90,000 - $150,000 Work Model OFFICE
    $90k-150k yearly Auto-Apply 53d ago
  • Assistant Vice President Financial Planning & Analysis

    Pennymac 4.7company rating

    Westlake Village, CA jobs

    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day We are seeking a highly skilled and innovative Financial Planning & Analysis leader to join our dynamic team. The Financial Planning & Analysis Assistant Vice President for Corporate Financial Analysis & Strategy will serve as a key analytical partner to senior leadership. This individual will be responsible for developing and maintaining the complex financial models that underpin the company's strategic planning, forecasting, and investment analysis processes. The Financial Planning & Analysis Assistant Vice President, Corporate Financial Analysis & Strategy: Financial Modeling & Forecasting: Design, build, and maintain sophisticated, three-statement financial models to support the annual operating plan, long-range strategic planning, and recurring forecast updates. Performance Analysis: Conduct comprehensive analysis of financial results, key performance indicators, and business drivers. Analyze key financial ratios (ROE, ROA, EPS, leverage, etc. ) to evaluate company performance and identify trends and opportunities. Strategic & Investment Analysis: Lead financial analysis for high-impact corporate growth initiatives and complex strategic transactions. Drive insights on capital structure optimization and strategic equity allocation. Conduct in-depth valuation and scenario analysis for corporate development projects. Present critical findings and strategic recommendations to senior management. Scenario & Dynamic Modeling: Architect and deploy dynamic, high-fidelity models to perform complex scenario planning (e. g. , market shocks, regulatory changes) and sensitivity analysis, quantifying the full spectrum of risk and opportunity on the company's long-term financial outlook. Executive Communication & Board Alignment: Own the preparation and delivery of Board-level and Executive Management presentations. Translate complex financial results, forecasts, and strategic insights into clear, compelling narratives that inform and drive C-Suite decision-making. What You'll Bring A Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field is required. An MBA or CFA designation is strongly preferred A minimum of 6-8 years of progressive experience with a focus on financial modeling, valuation, and strategic analysis, preferably at a publicly-traded company. Expert-level proficiency in Microsoft Excel, with demonstrated ability to build complex, scalable, and well-structured financial models from the ground up A thorough understanding of GAAP principles and the interconnectivity of the three financial statements Excellent analytical, problem-solving, and critical-thinking skills with strong attention to detail Superior communication and presentation skills, with the ability to distill complex financial concepts into actionable information for a senior audience Experience with BI and data visualization tools for financial reporting is beneficial. Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $90,000 - $150,000 Work Model OFFICE
    $90k-150k yearly Auto-Apply 25d ago
  • Assistant Vice President, Fair Lending Compliance

    Pennymac 4.7company rating

    Westlake Village, CA jobs

    PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Assistant Vice President (AVP) of Fair Lending Compliance is a critical role responsible for ensuring the organization's adherence to fair lending state and federal laws and regulations. This role involves proactively identifying and mitigating potential fair lending/servicing/marketing risks, conducting comparative file reviews, evaluations of business controls, enhancing fair lending monitoring systems, investigating potential violations, proposing viable solutions, and staying informed about regulatory changes and industry best practices. The Assistant Vice President of Fair Lending Compliance will: Collaborate with other departments, such as: Marketing, Sales, Operations, Customer Service, and Legal to ensure fair lending compliance is embedded in all aspects of the business Escalate and report identified fair lending risk and/or violations through comparative file reviews to senior management and relevant committees Continuously improve monitoring systems, such as fair lending analytics and regression models, to identify and address fair lending risks Investigate and analyze possible fair lending violations, such as consumer complaint allegations, and collaborate to develop effective solutions to address them Conduct periodic risk assessments to identify potential fair lending risks Implement measures to prevent and mitigate future fair lending risks, ensuring compliance Stay updated on regulatory changes, including state and federal fair lending regulations, and industry best practices Uphold the organization's culture and values through actions and behaviors Perform other related duties as assigned, needed, or required What You'll Bring Minimum 5-7 years of experience in financial services, including mortgage lending and servicing Extensive knowledge of federal and state regulations related to fair lending laws, including but not limited to: ECOA, FHA, HMDA, and UDAAP Strong analytical and risk assessment skills Exceptional communication and interpersonal skills Ability to work independently and collaboratively Proficiency in Microsoft Office and Google Workspace, Encompass, including relational databases (SQL, Snowflake) Strong business acumen and ability to interact effectively with executive management Exceptional attention to detail and accuracy in reviewing application loan files, call recordings, data trends & inconsistencies Ability to work under pressure and manage multiple projects simultaneously Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. #TPO Salary $75,000 - $130,000 Work Model OFFICE
    $75k-130k yearly Auto-Apply 49d ago
  • Senior Client Service Manager AVP

    Farmers and Merchants Bank of Long Beach 4.4company rating

    Long Beach, CA jobs

    The Senior Client Service Manager is accountable for a wide range of responsibilities and duties to ensure the daily delivery of optimal service, operations and sales to both customers of the bank and other departments and employees of the bank through their assigned branch. The Senior Client Service Manager is directly responsible for leading by example in the areas of service, operations and sales to establish the standards that all other employees of the branch are to follow. This is accomplished through coaching and mentoring of individuals assigned to the branch that is positive, objective and delivered in a method that is consistent with valuing each individual employee's overall contributions. Structured coaching to identify specific opportunities for improvement is conducted and delivered in a consistent manner that is both constructive and useful to the employee. Essential Duties The Senior Client Service Manager reports directly to their Branch Manager and/or Branch Banking Regional Manager and is accountable for supporting the daily employee coaching routines that produce measureable results in the areas of service, operations and sales. The measurement(s) of this accountability will be through various reporting, meetings, and direct observations to evidence measureable and meaningful improvements across operations, service and sales. Daily employee training, coaching and mentoring is a key component of the duties of the Senior Client Service Manager especially as it relates to identifying moments of opportunity for cross-sell, retention of accounts and the acquisition of new deposit relationships (both personal & business). Sales effectiveness is measured both on new relationships as well as on the existing portfolio of customers. Senior Client Service Managers will support the goals of the branch. Sales integrity to ensure all products and services sold are genuinely understood and beneficial to each customer is a non-negotiable. There is zero-tolerance for unethical sales behaviors. Sales results will be measured by profitability and overall value to the bank through regular reporting and other measurements. Operationally integrity is one of three key areas of responsibility for the Senior Client Service Manager as it relates to their assigned branch. The branch must successfully meet any and all audit requirements (especially relating to regulatory and compliance requirements). Senior Client Service Managers, as appropriate, actively participate and are regularly involved in the communities in which they operate by supporting through attendance and other appropriate activities those organizations that mirror the bank's core values. Communicating and effectively partnering with other departments of the bank in the areas of operations, service and sales is essential to the success of their position and ultimately the branch. Responsible for making and logging client contact calls to support the banks efforts in staying in communication with the customers and engaging them on an annual basis. Required Knowledge Business Products and Services Bank Policies Bank Secrecy Act Privacy Laws Awareness of Federal Guidelines and Regulations Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. Acts as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met. Basic Knowledge, Skills and Abilities Additionally, there is an on-going recruiting effort by the Senior Client Service Manager to find top talent for their branch and this is an integral part of the position. The ability to identify, recruit and retain top talent is essential. The ability to be decisive, hold to accountabilities, and create action is fundamental to the position. Equipment Operated Desk top Computers Standard Office Equipment (copiers, fax machines) Physical Requirements & Work Environment Requires repetitive movement. Requires sitting for prolonged periods of time. Requires lifting up to 25lbs. Requires using hands to handle, control or feel objects. Office setting w/controlled temperature. Education and Experience Bachelor's Degree or equivalent work experience required Senior Client Service Managers should have a minimum of 3 to 5 years of branch experience managing branch employees and/or managing sales or operations of the branch. As a part of the Bank's internal control systems, employees holding sensitive positions must have a separation of duties each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet a minimum absence requirement of one week each and every calendar year. This is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.
    $99k-127k yearly est. Auto-Apply 29d ago
  • Senior Client Service Manager AVP

    Farmers and Merchants Bank of Long Beach 4.4company rating

    Long Beach, CA jobs

    The Senior Client Service Manager is accountable for a wide range of responsibilities and duties to ensure the daily delivery of optimal service, operations and sales to both customers of the bank and other departments and employees of the bank through their assigned branch. The Senior Client Service Manager is directly responsible for leading by example in the areas of service, operations and sales to establish the standards that all other employees of the branch are to follow. This is accomplished through coaching and mentoring of individuals assigned to the branch that is positive, objective and delivered in a method that is consistent with valuing each individual employee's overall contributions. Structured coaching to identify specific opportunities for improvement is conducted and delivered in a consistent manner that is both constructive and useful to the employee. Essential Duties The Senior Client Service Manager reports directly to their Branch Manager and/or Branch Banking Regional Manager and is accountable for supporting the daily employee coaching routines that produce measureable results in the areas of service, operations and sales. The measurement(s) of this accountability will be through various reporting, meetings, and direct observations to evidence measureable and meaningful improvements across operations, service and sales. Daily employee training, coaching and mentoring is a key component of the duties of the Senior Client Service Manager especially as it relates to identifying moments of opportunity for cross-sell, retention of accounts and the acquisition of new deposit relationships (both personal & business). Sales effectiveness is measured both on new relationships as well as on the existing portfolio of customers. Senior Client Service Managers will support the goals of the branch. Sales integrity to ensure all products and services sold are genuinely understood and beneficial to each customer is a non-negotiable. There is zero-tolerance for unethical sales behaviors. Sales results will be measured by profitability and overall value to the bank through regular reporting and other measurements. Operationally integrity is one of three key areas of responsibility for the Senior Client Service Manager as it relates to their assigned branch. The branch must successfully meet any and all audit requirements (especially relating to regulatory and compliance requirements). Senior Client Service Managers, as appropriate, actively participate and are regularly involved in the communities in which they operate by supporting through attendance and other appropriate activities those organizations that mirror the bank's core values. Communicating and effectively partnering with other departments of the bank in the areas of operations, service and sales is essential to the success of their position and ultimately the branch. Responsible for making and logging client contact calls to support the banks efforts in staying in communication with the customers and engaging them on an annual basis. Required Knowledge Business Products and Services Bank Policies Bank Secrecy Act Privacy Laws Awareness of Federal Guidelines and Regulations Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. Acts as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met. Basic Knowledge, Skills and Abilities Additionally, there is an on-going recruiting effort by the Senior Client Service Manager to find top talent for their branch and this is an integral part of the position. The ability to identify, recruit and retain top talent is essential. The ability to be decisive, hold to accountabilities, and create action is fundamental to the position. Equipment Operated Desk top Computers Standard Office Equipment (copiers, fax machines) Physical Requirements & Work Environment Requires repetitive movement. Requires sitting for prolonged periods of time. Requires lifting up to 25lbs. Requires using hands to handle, control or feel objects. Office setting w/controlled temperature. Education and Experience Bachelor's Degree or equivalent work experience required Senior Client Service Managers should have a minimum of 3 to 5 years of branch experience managing branch employees and/or managing sales or operations of the branch. As a part of the Bank's internal control systems, employees holding sensitive positions must have a separation of duties each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet a minimum absence requirement of one week each and every calendar year. This is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.
    $99k-127k yearly est. 29d ago
  • AVP, Branch Manager - Laguna Hills

    Banc of California 4.6company rating

    Laguna Hills, CA jobs

    **BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN **THE OPPORTUNITY** Responsible for delivering an exceptional customer experience and providing clarity, focus and motivation to achieve branch excellence. The Branch Manager is responsible for championing an exceptional client experience, ensuring compliance and mitigating risk while partnering with other partners in the bank for overall growth of the branch all while adhering to Bank and regulatory policies and guidelines. To accomplish this, the Branch Manager builds and develops a diverse and high performing branch team. Performs all duties in accordance with the company's policies, standards, and procedures, all U.S. state and federal laws and regulations. **HOW YOU'LL MAKE A DIFFERENCE** + Engages in organic growth activities through an exceptional client experience. The Branch Manager will actively partner with various departments and service their customer base with the united goal of bank growth through service. + Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules, and providing necessary training. + Assumes responsibility and is accountable for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures. + Assures audit compliance and procedure quality control and recommends and imitates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and state and federal regulations. + Treats people with respect; keeps commitments; inspires the trust of others; works ethnically and with integrity, upholds organizational values; accepts responsibility for own actions. + Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. + Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. + Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. + Performs other duties and projects as assigned. **WHAT YOU'LL BRING** + Minimum of 8 years of related experience in banking which should include 4 years of branch management and operations + High School Diploma or equivalent is required + Associate's degree or higher is preferred + Current California driver's license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities. + Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA), in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA state and federal) and Community Reinvestment Act (CRA). + Creates a compelling vision of the future and translates it into action, linking others' contributions to the success of Banc of California. + Develops talent by creating engaged, inclusive and diverse teams who are empowered to speak freely and act with integrity. + Demonstrates energy and a desire to succeed; follow through on commitments, pushes self and others to deliver exceptional results. + Recognizes the need for, takes personal accountability to adapt, and leads others through organizational change. + Develops sales strategies that incorporate client segments, market opportunities, completive forces and sales force effectiveness. + Identifies priorities and ensures sales teams execute against plans that focus on deepening client relationships, elevating market share and increasing share of wallet. + Drives sales teams to build a strong pipeline of prospects and clients. + Strong team player who is proactive and driven to achieve results. + Advanced experience, knowledge and training in progressively responsible branch management and supervisory activities, financial statement and tax return preparation and all lending activities and terminology. + Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. + Advance math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. + Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees. + Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis. + Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone. **HOW WE'LL SUPPORT YOU** + **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. + **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). + **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. + **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off. + **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. **SALARY RANGE** The full-time base salary range for this position is $68,400.00 - $85,000.00 USD a year. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor. Equal Opportunity Employer PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
    $68.4k-85k yearly 31d ago
  • AVP, Branch Manager - Laguna Hills

    Banc of California 4.6company rating

    Laguna Hills, CA jobs

    BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN THE OPPORTUNITY Responsible for delivering an exceptional customer experience and providing clarity, focus and motivation to achieve branch excellence. The Branch Manager is responsible for championing an exceptional client experience, ensuring compliance and mitigating risk while partnering with other partners in the bank for overall growth of the branch all while adhering to Bank and regulatory policies and guidelines. To accomplish this, the Branch Manager builds and develops a diverse and high performing branch team. Performs all duties in accordance with the company's policies, standards, and procedures, all U.S. state and federal laws and regulations. HOW YOU'LL MAKE A DIFFERENCE Engages in organic growth activities through an exceptional client experience. The Branch Manager will actively partner with various departments and service their customer base with the united goal of bank growth through service. Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules, and providing necessary training. Assumes responsibility and is accountable for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures. Assures audit compliance and procedure quality control and recommends and imitates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and state and federal regulations. Treats people with respect; keeps commitments; inspires the trust of others; works ethnically and with integrity, upholds organizational values; accepts responsibility for own actions. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Performs other duties and projects as assigned. WHAT YOU'LL BRING Minimum of 8 years of related experience in banking which should include 4 years of branch management and operations High School Diploma or equivalent is required Associate's degree or higher is preferred Current California driver's license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA), in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA state and federal) and Community Reinvestment Act (CRA). Creates a compelling vision of the future and translates it into action, linking others' contributions to the success of Banc of California. Develops talent by creating engaged, inclusive and diverse teams who are empowered to speak freely and act with integrity. Demonstrates energy and a desire to succeed; follow through on commitments, pushes self and others to deliver exceptional results. Recognizes the need for, takes personal accountability to adapt, and leads others through organizational change. Develops sales strategies that incorporate client segments, market opportunities, completive forces and sales force effectiveness. Identifies priorities and ensures sales teams execute against plans that focus on deepening client relationships, elevating market share and increasing share of wallet. Drives sales teams to build a strong pipeline of prospects and clients. Strong team player who is proactive and driven to achieve results. Advanced experience, knowledge and training in progressively responsible branch management and supervisory activities, financial statement and tax return preparation and all lending activities and terminology. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Advance math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees. Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis. Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone. HOW WE'LL SUPPORT YOU Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The full-time base salary range for this position is $68,400.00 - $85,000.00 USD a year. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
    $68.4k-85k yearly 31d ago
  • AVP/VP, Branch Manager

    Cathay General Bancorp 4.4company rating

    Richmond, CA jobs

    Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to solicit new business (loans, deposits) or improve services to clients. Oversee and/or train/guide staff to provide clients with appropriate Bank products and services. Insure that staff members provide continuous quality service to clients. Represent the bank in the community through involvement in various civic and charitable activities. Assure compliance with the bank's policies and procedures. Maintain non-discriminatory practices in business. Perform miscellaneous duties as assigned. Sales & Service Responsibilities Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff. Assess sales results of the branch. Work with marketing dept. to develop sales programs and/or campaigns. Hold weekly sales/service meetings for briefings and debriefings. Motivate staff to solicit sales and give commendable service. Supervise training of staff on product knowledge, sales and service techniques. Provide clients with appropriate bank products and services to meet the clients' needs. Build/enhance business relationship with clients. Lending Responsibilities Make business development calls to solicit loans. Maintain, promote, enhance business relationship with clients. Administration Responsibilities Set annual budget and business goal for the branch. Monitor monthly income and control expense of the branch. Ensure a satisfactory branch overall audit. Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management. Arrange for appropriate training and cross training of staffs when needed. Address and resolve human resource issues when needed. Understand personnel policies and procedures and treat staffs fairly. Operations Responsibilities Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines Ensure a satisfactory branch audit is met. Authorities Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items. Sign official checks and other documents. Provide signature guaranty. Have authority to directly resolve errors and clients complaints. Hire and fire staff with the concurrence of senior management and Human Resources department personnel. QUALIFICATIONS Education: College degree in business or finance preferred. Experience: At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred. Good knowledge of commercial lending products. Thorough knowledge of federal/state and IRS regulations. Skills/Ability: Leadership qualities: ability to plan, organize, motivate, supervise, and delegate. Ability to create a team environment. Accountable; ability to make decisions and assume responsibility for those decisions. Strong sales and sales management ability. Ability to exercise sound judgment. Excellent interpersonal and verbal/written communication skills. Interpersonal skills necessary to conduct business development calls. Bilingual Mandarin or Cantonese preferred. OTHER DETAILS AVP: $70K - $90K / year VP: $85K - $108K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
    $85k-108k yearly 60d+ ago
  • Branch Manager Blackstone Fresno Ca, Assistant Vice President

    Citigroup 4.6company rating

    Fresno, CA jobs

    The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. **Responsibilities:** + Administer branch sales, service, control and management of human resources + Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service + Execute planning and budgeting activities to ensure branch annual goals are met + Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff + Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction + Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings + Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations + Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 5-8 years of relevant experience required + Previous experience in banking or financial industry preferred + Proven experience managing teams + Consistently demonstrates clear and concise written and verbal communication skills + Consistently demonstrates analytic skills **Education:** + Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Branch Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Fresno California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $71,120.00 - $106,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Oct 30, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $71.1k-106.7k yearly 49d ago
  • AVP/VP, Branch Manager

    Cathay General Bancorp 4.4company rating

    Oakland, CA jobs

    Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to solicit new business (loans, deposits) or improve services to clients. Oversee and/or train/guide staff to provide clients with appropriate Bank products and services. Insure that staff members provide continuous quality service to clients. Represent the bank in the community through involvement in various civic and charitable activities. Assure compliance with the bank's policies and procedures. Maintain non-discriminatory practices in business. Perform miscellaneous duties as assigned. Sales & Service Responsibilities Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff. Assess sales results of the branch. Work with marketing dept. to develop sales programs and/or campaigns. Hold weekly sales/service meetings for briefings and debriefings. Motivate staff to solicit sales and give commendable service. Supervise training of staff on product knowledge, sales and service techniques. Provide clients with appropriate bank products and services to meet the clients' needs. Build/enhance business relationship with clients. Lending Responsibilities Make business development calls to solicit loans. Maintain, promote, enhance business relationship with clients. Administration Responsibilities Set annual budget and business goal for the branch. Monitor monthly income and control expense of the branch. Ensure a satisfactory branch overall audit. Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management. Arrange for appropriate training and cross training of staffs when needed. Address and resolve human resource issues when needed. Understand personnel policies and procedures and treat staffs fairly. Operations Responsibilities Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines Ensure a satisfactory branch audit is met. Authorities Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items. Sign official checks and other documents. Provide signature guaranty. Have authority to directly resolve errors and clients complaints. Hire and fire staff with the concurrence of senior management and Human Resources department personnel. QUALIFICATIONS Education: College degree in business or finance preferred. Experience: At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred. Good knowledge of commercial lending products. Thorough knowledge of federal/state and IRS regulations. Skills/Ability: Leadership qualities: ability to plan, organize, motivate, supervise, and delegate. Ability to create a team environment. Accountable; ability to make decisions and assume responsibility for those decisions. Strong sales and sales management ability. Ability to exercise sound judgment. Excellent interpersonal and verbal/written communication skills. Interpersonal skills necessary to conduct business development calls. Bilingual Mandarin or Cantonese preferred. OTHER DETAILS AVP: $70K - $90K / year VP: $85K - $108K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus.
    $85k-108k yearly 60d+ ago
  • AVP, Branch Manager

    Cathay General Bancorp 4.4company rating

    Dublin, CA jobs

    Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to solicit new business (loans, deposits) or improve services to clients. Oversee and/or train/guide staff to provide clients with appropriate Bank products and services. Insure that staff members provide continuous quality service to clients. Represent the bank in the community through involvement in various civic and charitable activities. Assure compliance with the bank's policies and procedures. Maintain non-discriminatory practices in business. Perform miscellaneous duties as assigned. Sales & Service Responsibilities Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff. Assess sales results of the branch. Work with marketing dept. to develop sales programs and/or campaigns. Hold weekly sales/service meetings for briefings and debriefings. Motivate staff to solicit sales and give commendable service. Supervise training of staff on product knowledge, sales and service techniques. Provide clients with appropriate bank products and services to meet the clients' needs. Build/enhance business relationship with clients. Lending Responsibilities Make business development calls to solicit loans. Maintain, promote, enhance business relationship with clients. Administration Responsibilities Set annual budget and business goal for the branch. Monitor monthly income and control expense of the branch. Ensure a satisfactory branch overall audit. Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management. Arrange for appropriate training and cross training of staffs when needed. Address and resolve human resource issues when needed. Understand personnel policies and procedures and treat staffs fairly. Operations Responsibilities Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines Ensure a satisfactory branch audit is met. Authorities Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items. Sign official checks and other documents. Provide signature guaranty. Have authority to directly resolve errors and clients complaints. Hire and fire staff with the concurrence of senior management and Human Resources department personnel. QUALIFICATIONS Education: College degree in business or finance preferred. Experience: At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred. Good knowledge of commercial lending products. Thorough knowledge of federal/state and IRS regulations. Skills/Ability: Leadership qualities: ability to plan, organize, motivate, supervise, and delegate. Ability to create a team environment. Accountable; ability to make decisions and assume responsibility for those decisions. Strong sales and sales management ability. Ability to exercise sound judgment. Excellent interpersonal and verbal/written communication skills. Interpersonal skills necessary to conduct business development calls. Bilingual Mandarin or Cantonese preferred. OTHER DETAILS $70K - $90K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
    $70k-90k yearly 9d ago
  • AVP, Branch Manager

    Cathay General Bancorp 4.4company rating

    Rancho Cucamonga, CA jobs

    Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to solicit new business (loans, deposits) or improve services to clients. Oversee and/or train/guide staff to provide clients with appropriate Bank products and services. Insure that staff members provide continuous quality service to clients. Represent the bank in the community through involvement in various civic and charitable activities. Assure compliance with the bank's policies and procedures. Maintain non-discriminatory practices in business. Perform miscellaneous duties as assigned. Sales & Service Responsibilities Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff. Assess sales results of the branch. Work with marketing dept. to develop sales programs and/or campaigns. Hold weekly sales/service meetings for briefings and debriefings. Motivate staff to solicit sales and give commendable service. Supervise training of staff on product knowledge, sales and service techniques. Provide clients with appropriate bank products and services to meet the clients' needs. Build/enhance business relationship with clients. Lending Responsibilities Make business development calls to solicit loans. Maintain, promote, enhance business relationship with clients. Administration Responsibilities Set annual budget and business goal for the branch. Monitor monthly income and control expense of the branch. Ensure a satisfactory branch overall audit. Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management. Arrange for appropriate training and cross training of staffs when needed. Address and resolve human resource issues when needed. Understand personnel policies and procedures and treat staffs fairly. Operations Responsibilities Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines Ensure a satisfactory branch audit is met. Authorities Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items. Sign official checks and other documents. Provide signature guaranty. Have authority to directly resolve errors and clients complaints. Hire and fire staff with the concurrence of senior management and Human Resources department personnel. QUALIFICATIONS Education: College degree in business or finance preferred. Experience: At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred. Good knowledge of commercial lending products. Thorough knowledge of federal/state and IRS regulations. Skills/Ability: Leadership qualities: ability to plan, organize, motivate, supervise, and delegate. Ability to create a team environment. Accountable; ability to make decisions and assume responsibility for those decisions. Strong sales and sales management ability. Ability to exercise sound judgment. Excellent interpersonal and verbal/written communication skills. Interpersonal skills necessary to conduct business development calls. Bilingual Mandarin or Cantonese preferred. OTHER DETAILS $70K - $90K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
    $70k-90k yearly 60d+ ago
  • AVP, Applications Manager

    Cathay General Bancorp 4.4company rating

    Rosemead, CA jobs

    The Applications Manager's role is to supervise and maintain the organization's repository of software applications through best practices and the appropriate staffing and management of a technical team. The Applications Manager is also responsible for planning and coordinating the processes required for the provision of user applications and systems necessary for business operations. This individual will apply proven communication and problem-solving skills to guide and assist the user group on issues related to the design, development, and deployment of mission-critical information and software systems. DIRECT REPORTS Applications Support Team ESSENTIAL FUNCTIONS Ensure that applications meet business requirements and systems goals, fulfill end-user requirements, and identify and resolve systems issues. Review and analyze existing applications effectiveness and efficiency, and then develop strategies for improving or leveraging these systems. Cultivate and disseminate knowledge of application-usage best practices. Research and make recommendations on software products and services in support of procurement and development efforts. Evaluate, install, configure, and deploy new applications, systems software, products, and/or enhancements to existing applications throughout the enterprise. Collaborate with analysts, designers, and system owners in the testing of new software programs and applications. Analyze documentation and technical specifications of any new application under deployment or consideration to determine its intended functionality. Ensure that any new software integration into company systems meets functional requirements, system compliance, and interface specifications. Design, develop, and install application enhancements and upgrades. Coordinate feasibility studies for software and system products under consideration for purchase, and give advice based on findings. Contribute to pre-testing phase of development by evaluating proposals in order to identify potential problem areas and make appropriate recommendations. Negotiate contracts with software and service providers. Liaise with the company's software suppliers for prompt rectification of any problems or emergencies. Liaise with network administrators and software engineers to assist with quality assurance, program logic, and data processing. Compile and maintain inventory of company software and systems assets and their corresponding contracts/agreements. Develop and communicate training and documentation for end users, hold clinics as necessary, and other user-related activities. Develop, distribute, and coordinate in-depth end-user reviews for modified and new systems or applications. Direct the application team in support of business operations. Manage and provide guidance to the Applications Support Team, including writing annual performance evaluations and providing balanced feedback. QUALIFICATIONS Education: Four-year university degree or college diploma in the field of computer science. Experience: Minimum 5 years of direct experience managing applications and/or systems management. Minimum 3 years of experience managing a team. Experience in overseeing the direction, development, and implementation of software solutions. Hands-on experience with automated software management tools. Strong knowledge of system and software quality assurance best practices and methodologies. Experience with core banking software applications, including FIS, Fiserv, Finastra, Temenos, Jack Henry, etc. Working knowledge of network and PC operating systems Working knowledge of current network hardware, protocols, and standards Knowledge of applicable data privacy practices and laws. Skills/Ability: Excellent written and oral communication skills. Excellent listening and interpersonal skills. Strong customer-service orientation. Good project management skills and/or substantial exposure to project-based work structures. Ability to communicate ideas in both technical and user-friendly language. Ability to conduct research into application issues and products. Highly self-motivated and directed. Keen attention to detail. Ability to effectively prioritize and execute tasks in a high-pressure environment. Experience working in a team-oriented, collaborative environment. OTHER DETAILS $90K - $105K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
    $90k-105k yearly 37d ago

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