Customer Service Manager jobs at Westamerica Ban - 321 jobs

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Contacts: Internal: Deals with branch personnel and other internal bank personnel. External: Customers and representatives of various community organizations. FINANCIAL IMPACT: Ensures operational losses are kept to a minimum. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $69,817.69

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose‑built procurement platform that provides a simple, consumer‑grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world‑class team coming from category‑defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world‑class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our largest customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data‑driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self‑sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early‑stage company, we want people who are excited to build and motivated to up‑level the status quo! Qualifications 8+ years of relevant work experience working in customer‑facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high‑paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process‑oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. The salary range for this role is $130,000- $160,000 OTE. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits 📈 Start‑up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zippers and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better. In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non‑attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans‑Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality‑driven professionals enjoying exceptional career‑growth opportunities and a distinctive cross‑border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. About the Team The team you're about to join is ready to help you thrive. Here's how: Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in‑person attendance at least two days per week, either at a GT office or client site. Here, you are supported to prioritize your overall well‑being through work‑life integration options that work best for you and those in your household. We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ****************** When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ****************** Here's what you can expect next: If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************. Benefits: We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit ********************************************************** Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period. Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave. Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation. AdditionalDetails: It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy‑related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ************. For Los Angeles applicants only: We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For Massachusetts applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment. Job Description Grant Thornton is seeking an Audit Senior Manager to join the team in San Jose, CA. As an Audit Senior Manager, you will use your technical and leadership skills to plan and lead the completion of financial statement audits. You'll apply your experience to help engagement teams solve difficult business problems and review highly technical matters and disclosures - all with the resources, environment and support to help you excel. You'll build relationships with clients and your engagement teams, and use our world‑class audit technology to work collaboratively, solve smarter, and have meaningful business conversations. From day one, you'll be empowered with access to firm leaders and training programs, as well as opportunities to grow the firm and your career, and achieve more, confidently. Your day‑to‑day may include: Overseeing and supporting multiple engagement teams concurrently to complete financial statement audits. Consistently listening and communicating with clients about engagement and service expectations; resolving technical and service issues quickly and thoroughly. Being a proactive problem solver and sought‑after business adviser to your clients on a variety of business improvement areas. Training and supervising less experienced colleagues and providing consistent, regular feedback. Team‑ing up with Grant Thornton colleagues to identify and win new business opportunities. Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive. Representing Grant Thornton at recruiting and professional networking events. Building your technical and professional skills through formal training. Other duties as assigned. You have the following technical skills, qualifications and abilities: Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines. Minimum of eight years of progressive public accounting experience with a mid‑sized to large firm. An active CPA license (required). Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards. Continuously expand your professional network and have experience with business development. Value teamwork, are agile and know the power of building strong relationships. Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment. Can travel as needed (Travel expectation: 25%). Excellent verbal and written communication skills. The base salary range for this position in the firm's San Jose office only is $138,000 to $230,000 per year. #J-18808-Ljbffr

A leading procurement platform is seeking a Senior Manager, Global Payroll to lead its payroll operations in San Francisco. The ideal candidate will have over 8 years of experience in payroll administration, focusing on compliance and accuracy across multiple regions. This hybrid role offers a salary between $160,000 and $190,000, alongside perks such as startup equity, full health benefits, and flexible PTO. Join a dynamic team dedicated to innovating the procurement process. #J-18808-Ljbffr

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! We're looking for an experienced Senior Manager, Global Payroll. This is a hybrid role in San Francisco. What You'll Do: Lead and oversee all aspects of global payroll operations, ensuring accuracy, compliance, and timeliness across all regions (including US, EMEA, APAC, and EOR arrangements). Define and execute the global payroll strategy, vendor selection, and partnership model to align with business objectives, scalability, and an exceptional employee experience. Manage external payroll vendors and providers globally, establishing strong relationships and holding them accountable to service level agreements (SLAs). Serve as the subject matter expert and final escalation point for complex payroll issues, including those related to tax, benefits, garnishments, leave of absence, and equity (RSUs, Stock Options, etc.). Lead quarter-end and year-end payroll processes, including tax reporting, compliance filings, and W-2/equivalent statement delivery globally. Ensure strict compliance with all federal, state, and local payroll tax regulations and labor laws in the US, and all equivalent statutory requirements in international jurisdictions. Develop, implement, and maintain SOX-compliant internal controls, documentation, and governance frameworks for all global payroll processes to ensure audit and IPO readiness. Oversee tax registrations, amendments, and adjustments globally, partnering closely with the Tax department. Manage payroll-related audits (e.g., external financial, 401k, Workers' Compensation). Collaborate closely with cross-functional teams, including Accounting, Finance, People Operations (HRIS/Benefits/Compensation), and Legal to streamline end-to-end payroll processes and data integration. Own the month-end close activities for payroll, including the review and approval of payroll-related journal entries, balance sheet reconciliations, and variance analysis for all regions. Drive strategic initiatives such as new payroll system implementations/upgrades, vendor consolidation, and expansion into new countries/entities. Qualifications Minimum 8+ years of progressive, hands‑on experience in payroll administration, with at least 3+ years managing global/multi‑country payroll operations. Proven experience in a public company or pre‑IPO environment with exposure to SOX controls. Deep expertise in US multi‑state payroll, tax regulations, and labor laws, coupled with a strong understanding of international payroll practices (EMEA and APAC). Demonstrated experience managing payroll for a large, high‑growth organization (e.g., +1,000 global employees). Strong knowledge of upstream payroll inputs (compensation, benefits, stock administration) and integrations with enterprise systems. Experience leading, mentoring, and managing a team of payroll specialists, fostering a collaborative environment, driving professional development, and ensuring the team's operational goals and service level agreements (SLAs) are met with high standards of accuracy and compliance. Expert proficiency in a major HCM/Payroll (e.g., Workday, Ceridian, UKG, ADP) and ERP (Netsuite, SAP, Oracle Fusion) system. Highly proficient in Excel (VLOOKUPs, pivot tables, complex formulas) for data analysis and reporting. The salary range for this role is $160,000 - $190,000. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. 📈 Start-up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications CFP designation or CFA designation Bachelor's degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Your opportunity DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor‑advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $44 billion in grants to more than 280,000 charities. DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day‑to‑day activities. Our Opportunity DAFgiving360 Charitable Consulting is responsible for long‑term sustainable growth, relationship management, a premium client experience and providing timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director of Charitable Consulting, this role will source new opportunities for growth and manage relationships with advisors, family offices, and their clients by serving as a trusted resource in partnership with other business units at DAFgiving360 and business partners at Charles Schwab & Co. What you are good at Consultative client and colleague relations that inspire trust. A confident presentation style that makes an impact or influences audiences-large and small-of various disciplines via several mediums and platforms Listening to our clients and extrapolating the detail that will help you assist them in finding the right solution, sometimes on short notice. Solving complex problems in collaboration with advisors and other experts, internal and external Providing constructive feedback internally that will fuel innovation, growth, and advocate for client priorities. Cross‑enterprise account planning that prioritizes for areas of greatest opportunity and drives intended key growth results. Annual account plan implementation in alignment with DAFgiving360 strategic objectives and priorities, pivoting when necessary. What you have 10+ years of professional experience inclusive of people leadership, postgraduate degree and/or industry designation preferred. 5+ years of financial services industry experience Relationship management experience in the private wealth and/or investment management industries Experience serving advisors to multi‑generational households that have complex, urgent needs, especially where there is competitive risk. Basic understanding of investments (publicly and non‑publicly traded), common ultra‑high net worth tax planning concerns and planned giving alternatives. Existing network of registered investment advisors, attorneys, CPAs, and family offices in the Shelby‑preferred territory. Strong communication skills and presentation skills required. A passion for serving the community and making a difference. Outline desired experience and qualities here. What's in it for you At Schwab, you're empowered to shape your future. WeỂ champion your growth through meaningful work, alcuni learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28‑day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance #J-18808-Ljbffr

Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Treasury Capital Analytics & Reporting team is situated in the Treasury department. The team is responsible for both Capital Stress Testing (CST) and HISTORY monthly benchmark capital forecast as well as the on‑time comprehensive submission of the listed annual CCAR FRY‑14A form. The team also builds and maintains the Treasury ALM/Capital forecast data repository infrastructure, develops the end‑to‑end analytical/reporting platform, and implements forecast automation to support the capital forecast. This position is primarily responsible for supporting the CCAR data repository, the CCAR filing production, developing and enhancing the automated comprehensive data flow and quality‑check processes, implementing data standards and procedures, overseeing data governance, and building analytic solutions and reporting intelligence for regulatory filing. Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client's goal with passion and integrity, we're committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves by being a premier financial service provider through best‑in‑class service, technology, products, people and advice. What you have B #J-18808-Ljbffr

Job Description Department: Support Reports to: Senior Vice President of Support Travel: Quarterly travel to California office; occasional travel to nearshore BPO partners The Customer Support Manager is responsible for overseeing customer support operations, people leadership, quality assurance, and CRM ownership across ConsumerDirect. This role manages Customer Support Leads, owns the QA program, and serves as the primary owner of CRM processes used by the Support team and broader organization. This position plays a key role in ensuring consistency, quality, and scalability as the company grows. Key Responsibilities: People Leadership & Team Management Manage, coach, and develop Customer Support Leads Oversee performance management, PTO approvals, and evaluations Partner on staffing, performance improvement plans, and succession planning Quality Assurance (QA) Own and manage the QA program across customer support channels Establish QA standards, scorecards, and calibration processes Analyze trends and implement corrective actions CRM Ownership & Administration Serve as primary CRM owner (including HubSpot) Ensure workflows, reporting, and automation align with business needs Maintain consistent CRM usage across internal teams and BPO partners Process Documentation & SOP Development Create and maintain SOPs for CRM processes, HubSpot workflows, training, and scripting Ensure documentation is standardized, current, and accessible Training, Enablement & Scripting Oversee onboarding and ongoing training materials Maintain customer communication standards and scripts Cross-Functional & Vendor Collaboration Partner with internal teams on CRM and support operations Support operational alignment with nearshore BPO partners Reporting & Continuous Improvement Analyze KPIs, QA results, and CRM data Provide insights and recommendations to senior leadership Required Qualifications 4+ years of experience in customer support or customer service operations Proven experience managing support teams or team leads Demonstrated ownership of a Quality Assurance (QA) program Strong communication, organizational, and problem-solving skills Willingness and ability to travel quarterly and as needed Comfortable working in a fast-paced, scaling environment with evolving processes Experience supporting multiple customer channels (phone, email, chat, tickets) Working Conditions & Physical Requirements Hybrid work environment with a combination of remote work and in-office presence as required Periodic travel required, including quarterly travel to the California office and occasional travel to nearshore BPO partner locations Regular collaboration with cross-functional teams in a fast-paced, evolving environment Frequent use of computers, CRM systems, communication tools, and reporting dashboards

Job Title: Customer Service Manager Employment Type: Full-Time- Monday - Friday FLSA Status: Exempt Salary Range: $60,000- $95,000 annually (good-faith estimate upon hire) Additional Compensation: This position includes eligibility for quarterly incentives and employees may be considered for annual performance-based salary increases; eligibility and amount are determined by individual performance and business needs. Total Compensation: In addition to base pay, this position may be eligible for quarterly incentive compensation, including performance-based salary increases. Oak Valley Community Bank also offers a comprehensive benefits package that includes, medical, dental, vision, retirement savings with employer match, paid time off, and other voluntary benefits. Final compensation will be based on skills experience, and internal equity. About Oak Valley Community Bank We are looking for a dynamic Customer Service Manager to help us build a strong, service-driven team from the ground up. If you have banking experience and are passionate about banking, ready to lead a team, and thrive in a collaborative, customer-focused environment, we'd love to meet you. What You'll Do As a Customer Service Manager, you'll play a key role in the daily operations and success of our branch. You'll support the Branch Manager and lead by example to deliver exceptional service, drive sales, and foster a positive team culture. Key Responsibilities: Lead and motivate a team to deliver outstanding customer service. Support daily branch operations including compliance, security, and lending. Promote a sale and service culture through coaching and development. Assist customers with banking needs, including loan applications and product education. Ensure the branch is organized, efficient, and compliant with bank policies. Act as the acting Branch Manager when needed. Encourage professional growth and provide mentorship to team members. Engage in business development and cross-selling opportunities. Maintain open communication and a positive, solutions-oriented mindset. Who You Are You're a self-motivated, self-aware leader who's ready to take the next step in your banking career. You bring a strong sense of integrity, empathy, and accountability to your work and are excited to help shape the culture of a brand-new branch. Ideal Qualifications: 1+ years of experience in banking operations, sales, or customer service. Experience supervising or leading small teams. Strong knowledge of banking regulations, products, and services. Comfortable with lending activities and cross-selling. Excellent communication, organizational, and time management skills. Basic understanding of HR policies and labor laws. Proficient in Microsoft Office and banking software systems. Strong problem-solving and analytical skills. Why Join Us? Be part of a seasoned branch and help continue to build something special. Work in a supportive, community-focused environment. Enjoy opportunities for growth and development. Competitive salary and benefits package. Equal Pay & Opportunity Statement Oak Valley Community Bank complies with the California Equal Pay Act and SB 642 requirements. Compensation decisions are based on experience, skills, and business needs, without regard to sex, gender identity, gender expression, race, or any other protected characteristic. We are an equal opportunity employer committed to diversity, equity, and inclusion.

About Company: About the Role: The Customer Service Manager plays a pivotal role in ensuring that our clients receive exceptional service and support in the banking and credit department. This position is responsible for leading a team of customer service representatives, fostering a culture of excellence, and implementing effective training programs to enhance service delivery. The manager will also be tasked with developing strategies to improve customer relations and satisfaction, ultimately driving service sales and retention. By analyzing customer feedback and service metrics, the manager will identify areas for improvement and implement solutions to enhance the overall customer experience. The end result of this role is to create a seamless and positive interaction for customers, ensuring their needs are met efficiently and effectively. Minimum Qualifications: High School Diploma, or general education degree (GED) 5+ years of experience in customer service, with at least 2 years in a managerial role. Proven track record of improving customer satisfaction and service metrics. Preferred Qualifications: Experience in the banking or financial services industry. Familiarity with customer relationship management (CRM) software. Certification in customer service management or related fields. Responsibilities: Lead and manage the customer service team, providing guidance and support to ensure high performance. Develop and implement training programs for customer service representatives to enhance their skills and knowledge. Monitor customer interactions and feedback to identify trends and areas for improvement. Collaborate with the sales department to align customer service strategies with sales goals. Resolve complex customer issues and complaints in a timely and professional manner. Skills: The required skills in customer service training and team management are essential for developing a high-performing customer service department. Problem-solving skills will be utilized daily to address and resolve customer issues effectively, ensuring a positive experience. Strong customer relations skills will help in building rapport with clients, leading to increased loyalty and retention. Inside sales skills will be beneficial in identifying opportunities to upsell services during customer interactions. Additionally, experience in service sales will aid in aligning customer service efforts with overall business objectives, driving revenue growth.

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under general managerial review: Manages all activities of the Universal Customer Service (UCS), the Switchboard and the campus receptionists, and the Telemarketing Services. ESSENTIAL FUNCTIONS: Research new methods and technologies. Recommends automated solutions or changes to current operations procedures which improve responsiveness. Informs and trains staff in new policies, products and procedural changes. Functions as liaison to branches and other internal departments to secure resolutions of issues and respond to inquiries. Directly manages the staff and activities of the outbound calling and the inbound telemarketing units. Monitors performance of staff providing management with regular reports to the quality and quantity of service provided. Recommends all salary, training and other personnel activities for subordinate staff. Marginal Functions: 7. New FSA provides departmental training for Financial Sales officers and performs additional job-related duties as required. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible experience, to include managerial and/or supervisory responsibilities within an operational or new accounts area of a financial institution where incumbent has gained a working knowledge of various types of financial products and how they are serviced. Previous experience selling financial services and college level course in accounting or finance a plus. Must be PC literate and possess excellent interpersonal communication, organization, and leadership skills. PHYSICAL DEMANDS: Works for extended hours at CRT. MENTAL DEMANDS: Identify how changes to current policy and/or financial products will affect present operations. Provide appropriate training to new personnel in an environment which has constant demands. Assess work flow in various areas and shifts personnel to meet changing volumes. Research new technologies and identify if these "state of the art" processes are cost effective for our operations. Maintain composure while responding to service requests from demanding clients. EQUIPMENT USED TO PERFORM FUNCTIONS: Telephone, PC, various Voice Response and data transmission systems, Fax Machine, photocopiers, and 10-Key. DECISION MAKING: (Give examples of decisions and recommendation made by incumbent) Identify and recommend best solution to improve current operations. Implement training programs to enhance the skill sets of each employee. Determine budgetary requirements for the three areas. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: 15 Indirectly Supervised: 76 EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $81,946.10

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Contacts: Internal: Deals with branch personnel and other internal bank personnel. External: Customers and representatives of various community organizations. FINANCIAL IMPACT: Ensures operational losses are kept to a minimum. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements: MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: *********************************

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $27.00 - $32.69 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $26.44 - $31.25 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $26.44 - $31.25 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under general managerial review: Manages all activities of the Universal Customer Service (UCS), the Switchboard and the campus receptionists, and the Telemarketing Services. ESSENTIAL FUNCTIONS: Research new methods and technologies. Recommends automated solutions or changes to current operations procedures which improve responsiveness. Informs and trains staff in new policies, products and procedural changes. Functions as liaison to branches and other internal departments to secure resolutions of issues and respond to inquiries. Directly manages the staff and activities of the outbound calling and the inbound telemarketing units. Monitors performance of staff providing management with regular reports to the quality and quantity of service provided. Recommends all salary, training and other personnel activities for subordinate staff. Marginal Functions: 7. New FSA provides departmental training for Financial Sales officers and performs additional job-related duties as required. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible experience, to include managerial and/or supervisory responsibilities within an operational or new accounts area of a financial institution where incumbent has gained a working knowledge of various types of financial products and how they are serviced. Previous experience selling financial services and college level course in accounting or finance a plus. Must be PC literate and possess excellent interpersonal communication, organization, and leadership skills. PHYSICAL DEMANDS: Works for extended hours at CRT. MENTAL DEMANDS: Identify how changes to current policy and/or financial products will affect present operations. Provide appropriate training to new personnel in an environment which has constant demands. Assess work flow in various areas and shifts personnel to meet changing volumes. Research new technologies and identify if these "state of the art" processes are cost effective for our operations. Maintain composure while responding to service requests from demanding clients. EQUIPMENT USED TO PERFORM FUNCTIONS: Telephone, PC, various Voice Response and data transmission systems, Fax Machine, photocopiers, and 10-Key. DECISION MAKING: (Give examples of decisions and recommendation made by incumbent) Identify and recommend best solution to improve current operations. Implement training programs to enhance the skill sets of each employee. Determine budgetary requirements for the three areas. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: 15 Indirectly Supervised: 76 EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Requirements:

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $69,817.69

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $69,817.69