Westamerica Ban jobs in Fresno, CA - 31 jobs

Customer Service Manager
Westamerica Ban 3.6
Westamerica Ban job in Firebaugh, CA
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
$68.6k-69.8k yearly 60d+ ago

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Project Coordinator
Westamerica Ban 3.6
Westamerica Ban job in Fresno, CA
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 Weekly Working Hours: 40 JOB SUMMARY: (2-3) sentences describing purpose of job - begin with level of supervision provided to the incumbent) Under general managerial supervision, provides specialized administrative and analytical support to all staff in Real Property Management. Acts as primary contact for Real Property Management for both internal and external inquiries. ESSENTIAL FUNCTIONS: Fundamental Duties 1. Responsible for scheduling repairs and maintenance at all facilities. - Complete repair requests, maintain follow-up Log, assess the severity of the problem and resolve the problem. - Schedule work with vendor. - Follow up with branch/department and vendor to ensure problem is resolved. 2. Manage branch/building key systems. - Work in conjunction with Branch Review Department to ensure accuracy of Key Log. - Physically certify DOM key system annually. 3. Audit invoices and payment requests prior to submission for payment. Verify invoices to corresponding repair request to determine payment validity. 4. Create, monitor and maintain contracts for all vendors. Ensure vendor has current certificate of insurance on file. - Annually certify with the State of California that vendor is bonded. 5. Collect, post and monitor all sublease income. Create and maintain Financial Management System (FMS) tables for internal use (i.e., buildings with multiple tenants, operations and Systems cost allocation). Prepare related general ledger entries for month-end processing. 6. Monitor, analyze and process all PG&E statements on a monthly basis. 7. Complete monthly allocation of all building expenses. 8. Complete the Unclaimed Property filing with the State of California annually to include Westamerica Bancorporation and all organizations acquired. 9. Coordinate with Property Services Rep on assigned projects. § Prepare bid packages including contacting bidders, organizing list of bidders and typing bid documents and specifications. § Read contracts/agreements for accuracy. Follows up on outstanding bids. Maintain bid status reports. Schedules approved projects. 10. Provide secretarial support to department members. § Open and distribute all incoming mail. § Monitor phone mail for department members when they are away from the office. § File all paperwork in the respective files. 11. Other job duties as assigned. Requirements Minimum Knowledge, Prior Work Experience, and Skills Needed to Perform Job Functions: Progressively more responsible administrative support experience in a real property/facilities environment where incumbent has gained a broad working knowledge of assigned activities. General office machines skills and personal computer proficiency required. Excellent communications skills, verbal and written. Physical Demands: Sits for extended periods of time utilizing keyboard to input and retrieve data. Mental Demands: § Mathematical skills for budget and analysis of various invoices and bills. § Analytical abilities for tasks including competitive analysis and contract reviews. § Ability to handle multiple tasks simultaneously and prioritize urgent versus routine requests. § Ability to meet deadlines and work under pressure. Equipment Used to Perform Functions: Personal computer, photocopier, facsimile, telephone, calculator Decision Making: (Give examples of decisions and recommendations made by incumbent) § Ability to prioritize tasks when projects are required from various vendors. § Allocation of expenses to ensure costs are charged to correct accounts and budgets are balanced. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $22.00 - $25.00
$44k-56k yearly est. 17d ago
Senior Credit Officer
Westamerica Ban 3.6
Westamerica Ban job in Fresno, CA
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 Guidance: Reviews and approves loan requests for multi-line products within established lending limits. Deals with loans and credit lines, including collection and analysis of financial and related data to determine general credit worthiness of the prospect and the merits of the loan requests. ESSENTIAL FUNCTIONS: Review request for establishment of loans and credits lines, collects and analyzes financial and related information. Emphasis in Agricultural Lending to individuals, partnerships and corporations. Determines the general credit worthiness of the prospect and the merits of the loan request. Must have demonstrated ability to analyze and underwrite complex agricultural lines, term loans and real estate loans. Prepares factual summary related to applicant's credit worthiness. Approves or declines loans with terms within their established lending limits. Prepares recommendations for loan amounts above identified credit authority. Investigate all available sources of credit and financial information Drafts CLD - 50 loan reports with supporting schedule, prepares, order to draw documents. Manages assigned loan portfolio through active support of the Financial Sales Officer who provides client services to customers. Participates in special projects and performs other job-related duties as required. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $89,000.00
$68.6k-89k yearly 60d+ ago
Relationship Manager Development Program (RMDP)
Mission Bank 4.3
Visalia, CA job
Job Description Our Visalia team is seeking a Credit Analyst to join our Relationship Manager Development Program ! The RMDP position is a training and development role. The candidate is hired into the program with the expectation they are developing into a Relationship Manager within 18-24 months. The candidate starts the program in the role of Credit Analyst (CA). While functioning as a CA, the RMDP is responsible for analyzing credit information on current and potential borrowers. The CA determines the advisability of granting credit for diversified types of loans; assists loan officers in writing loan requests; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The CA assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Essential Responsibilities, include but are not limited to the following: Successfully completes all training aspects of the Relationship Manager Development Program (RMDP) . Assists Relationship Managers in performing pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Prepares spreadsheets and analyzes financial information including financial statements and tax returns. Compiles data from credit bureaus, conducts industry peer comparisons, and performs cash flow analyses and other such tasks and comparisons. Underwrite loan requests for RM review; makes recommendation on loan structures and terms to loan officers. Assist Relationship Managers in the review and renewal of credit facilities, and annual loan reviews of term loan customers to determine that current risk grades are still accurate. Provide direct assistance to Regional Presidents and Relationship Managers (lenders) and accompanying on customer calls, as needed. Bachelor's degree in Finance, Accounting, or related field; or five years related experience; or the equivalent combination of education and experience. Proficiency in Microsoft Suite, including Excel Possess a strong customer service orientation, and a willingness to place the customer first. Possess strong written/verbal communication skills as well as excellent organizational/time management skills. Ability to work with minimal supervision while performing duties. Target Compensation: $75,000 annually, depending on experience. Benefits: Competitive Medical Insurance (PPO&HMO) Dental Insurance Vision Insurance Life Insurance Short-term and Long-term Disability 401k Retirement Plan Vacation Hours Sick Time 11 Paid Holidays Per Year!
$75k yearly 27d ago
Teller On-Call
Westamerica Ban 3.6
Westamerica Ban job in Fresno, CA
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. Weekly Hours: Varies Required to travel to other branches as assigned by the region. JOB SUMMARY: Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. ESSENTIAL FUNCTIONS: Customer Service Deliver 5 points of service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Adhere to QIS standards. Actively contributes to team success through clear, effective communication with co-workers. Sales Referrals Promote sales of bank's services. Meet goal of $110/FTE per month on average. Cross sells appropriate products and services to clients and prospects. Contributes to Key Initiatives. At the direction of the CSM, may place outbound sales and service calls to customers and prospects. Teller Standards and Work Habits Meet established standards for accuracy and compliance, while adhering to policies and procedures. Un-located cash differences, operating losses, and BSA errors (see attached Teller Standards) to be within established limits. Adhere to Control Consciousness policies and procedures. Follow branch security procedures in opening, closing, and branch operations. Under the direction of the CSM, provides support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Meet attendance guidelines. Sound Decision Making Exercise good judgment and common sense in protecting Bank assets while providing excellent customer service. Responds well to constructive feedback and works to correct any noted concerns. Takes personal responsibility for quality and quantity of work Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards and expectations. Answer regulatory questions correctly during Audit/Branch Review PROMOTIONAL GUIDELINES: Tellers are eligible for promotion based upon the following minimum criteria: Must be in current position for six months. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria. Must not have been on counseling for same six-month period. Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category. CSM may require additional training/classes based upon specific branch need. 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 and Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- FINANCIAL IMPACT: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math 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. Required to travel to other branches as assigned by the region. MENTAL DEMANDS: Accurately count and dispense funds to customer. Recognize opportunities to cross-sell products. Respond positively to challenging customers. Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $18.17
$32k-35k yearly est. 60d+ ago
Personal Banker I - Fresno, CA DeNovo
Fifth Third Bank 4.6
Fresno, CA job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. #LI-JH1 Personal Banker I - Fresno, CA DeNovoTotal Base Pay Range 41,600.00 - 66,600.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** and by consulting with your talent acquisition partner. LOCATION -- Fresno, California 93720 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$32k-38k yearly est. Auto-Apply 17d ago
Mortgage Loan Originator
U.S. Bank 4.6
Fresno, CA job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications - High school diploma or equivalent - Minimum one year of mortgage, sales, real estate, or banking experience - Ability to travel Preferred Skills/Experience - Well-developed sales ability - Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies - Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors - Basic knowledge of local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.) - Ability to work independently - Ability to analyze financial information - Excellent verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
$20-20 hourly Auto-Apply 60d+ ago
DeNovo Financial Center Manager - Fresno, CA
Fifth Third Bank, N.A 4.6
Fresno, CA job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center. ESSENTIAL DUTIES & RESPONSIBILITIES: + Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification + Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience + Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team + Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs + Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support + Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies + Learn to cultivate a One Bank culture that proactively collaborates with business partners + Participate in activities that benefit the communities we serve + Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee + Additional duties as assigned SUPERVISORY RESPONSIBILITIES:Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + College degree or two (2) or more years of leadership experience in a sales environment + Ability to professionally represent Fifth Third Bank in verbal and written communication + Capable of analyzing credit and financial information + Ability to successfully execute and coach sales activities + Exhibits business acumen + Demonstrated ability in making sound decisions + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration. WORKING CONDITIONS: + Normal office environment. + Extended viewing of computer screens. + Periodic travel within the Bancorp footprint to attend meetings and/or training. #LI-JH1 DeNovo Financial Center Manager - Fresno, CA Total Base Pay Range 44,300.00 - 83,700.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** and by consulting with your talent acquisition partner. LOCATION -- Fresno, California 93720 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$116k-141k yearly est. 20d ago
Operational Branch Services Officer
Westamerica Ban 3.6
Westamerica Ban job in Hanford, CA
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. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 Essential Functions: Customer Service Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Adhere to QIS standards minimum 95%. Actively contributes to team success through clear, effective communication with Co-workers. Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Sales Support Meets goal of $110/FTE per month on average. Assist CSM with internal sales activity for new product and service referrals. Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. Cross sell appropriate products and services to clients and prospects. Contributes to Key Initiatives. Decision Making and Accountability Exercise sound judgment to protect Bank assets and control losses. Assist CSM with Audit readiness of branch. Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. Coach / train staff. Meet attendance guidelines. Respond well to constructive feedback and work to correct any noted concerns. Support CSM with teller line coverage and schedules. Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security Adhere to Control Consciousness policies and procedures. Follow branch security procedures in opening, closing, and branch operations. Transaction Accuracy Meet established standards for accuracy and compliance with policies and procedures. Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Promotional Guidelines: BSO's are eligible for promotion based upon the following minimum criteria: Must be in current position for six months. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria. Must not have been on counseling for same six-month period. Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category. CSM may require additional training/classes based upon specific branch need. 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) Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Supervisory Responsibility: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- Financial Impact: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math 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: Accurately count and dispense funds to customer. Recognize opportunities to cross-sell products. Respond positively to challenging customers. Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $19.21
$40k-56k yearly est. 38d ago
Non-bank Mortgage Branch Manager
U.S. Bank 4.6
Fresno, CA job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job DescriptionAssists Mortgage Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational excellence, growth and profitability of the region. Maintains a personal pipeline of retail mortgage loans. Recruits, interviews and trains elite talent, as well as be pro-active in retaining current employees and managing performance. Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and current issues. Communicates business goals, objectives and company performance results to staff. Promotes an effective sales environment through sales training, individual and team coaching, and creation of marketing materials. Acts as liaison between U.S. Bank Home Mortgage and other departments/areas of the company. Establishes collaborative partnerships with other business lines within U.S. Bank. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications - Typically a Bachelor's degree, or equivalent work experience - Typically two or more years of relevant experience Preferred Skills/Experience - Thorough knowledge of sales and sales strategies - Well-developed leadership skills - Effective verbal and written communication skills - Well-developed customer service/relations skills - Demonstrated new business development and relationship management skills - Thorough knowledge of mortgage products/services, operations, and current market trends - Minimum two years of supervisory experience preferred -This position also requires 2 or more hours of driving per week- add to all internal and external postings. -Established referral base within assigned market preferred -2 years of mortgage loan origination experience with proven results -This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. This role receives an annual base salary between $49,000 and $69,000 depending on the required state minimum, plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
$49k-69k yearly Auto-Apply 11d ago
Business Banking Officer
Westamerica Bank 3.6
Westamerica Bank job in Visalia, CA
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: Achieves sales goal objectives by developing and managing a client portfolio. Provides customers with information and resolves banking problems. Promotes sales of bank services and products. Financial Plan Attend daily 8 am sales meeting. Meet or exceed quarterly and annual deposit and loan production goals. Generate non-interest income through the sale of fee-based services. Consistently deliver excellence in service by adhering to the Bank's service standards. Adhere to the standards of the Bank's sales culture as outlined in the current Sales Culture Handbook. Business Development Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio. Daily boxtime is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily boxtime session. Maintain a minimum of 4 pipeline and 7 pre-pipeline deals. Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.). Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM. Work existing client base for business expansion and referrals. Develop and leverage referral sources (CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice. Generate 1 SPF referral per month. Generate 2 third party referrals annually. Generate 2 Business Elan applications per month. Ensure maturing loans assigned to portfolio are renewed. Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting. Work with borrower's support contacts (CPA's, attorneys, CFO's, etc.) to gain referrals and to stay attuned to borrower's plans. Make yourself available to borrowers to ensure you are the banker of choice. Utilize projected maturity report to renew/extend loans prior to maturity. Leadership Monitor and manage for BBO/BRM, assigned commercial loan portfolio to ensure retention and expansion. Monitor and provide guidance on commercial lending protocols for BBO/BRM. Compliance Related Activity Adhere to Reg B/Flood requirements. Complete all assigned tutorials and Compliance Training. Focus on Majority/Minority census tracts as assigned by RMM. Focus on Small Business/Small Farm loans assigned goals. Meet CRA Hours. Meet new CRA loan production goals. Renew all assigned existing CRA loans/lines. Answer regulatory questions correctly during Audit/Branch Review. Ownership, Accountability and Work Habits Attend daily sales meetings; provide mentoring and encouragement as appropriate. As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM. Communicate problems, successes and challenges to RMM and Credit Hub on a timely basis. Attend two seminars/functions during the year to promote WAB in the community and develop new business. Adhere to the Bank's Guiding Principles; integrate into all that you do. Become involved in one community organization which will help build our image as a community bank and you as a community banker, while recognizing CRA service hours opportunities. Meet attendance guidelines. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Previous sales management experience, commercial underwriting and credit experience. Applicant must possess excellent communication, interpersonal, organizational, business development and marketing skills. Four-year college degree preferred. For purposes of business travel, a valid driver's license as well as a personal vehicle to drive is 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. Constant travel to conduct outside sales calls. Works non-standard business hours. Drives to sales calls. Must maintain a current driver's license and proof of insurance. MENTAL DEMANDS: Effectively communicate with clients and prospects. Retain and shares knowledge of WAB products, services and fees. Obtain enough confidential data to identify client's financial status. Identify additional service opportunities. Apply basic math skills to determine fees and saving opportunities. Formulate sales action plans. EQUIPMENT USED TO PERFORM FUNCTIONS:10-key machine, fax, photocopier, Microsoft based computers, smart phones. DECISION MAKING: Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements. Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client. Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations. Selects methods to improve sales/marketing skills of subordinate staff. Structures credits based on client needs and available bank products. SUPERVISORY RESPONSIBILITY: Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Requirements: EOE Westamerica Bank's Privacy Policy may be found at: *********************************
$50k-77k yearly est. 25d ago
Personal Banker II - Fresno, CA DeNovo
Fifth Third Bank 4.6
Fresno, CA job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills or combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. #LI-JH1 Personal Banker II - Fresno, CA DeNovoTotal Base Pay Range 41,600.00 - 66,600.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** and by consulting with your talent acquisition partner. LOCATION -- Fresno, California 93720 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$32k-38k yearly est. Auto-Apply 10d ago
Teller On-Call
Westamerica Ban 3.6
Westamerica Ban job in Clovis, CA
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 direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Hours: Varies Required to travel to other branches as assigned by the region. ESSENTIAL FUNCTIONS: Customer Service Deliver 5 points of service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Adhere to QIS standards. Actively contributes to team success through clear, effective communication with co-workers. Sales Referrals Promote sales of bank's services. Meet goal of $110/FTE per month on average. Cross sells appropriate products and services to clients and prospects. Contributes to Key Initiatives. At the direction of the CSM, may place outbound sales and service calls to customers and prospects. Teller Standards and Work Habits Meet established standards for accuracy and compliance, while adhering to policies and procedures. Un-located cash differences, operating losses, and BSA errors (see attached Teller Standards) to be within established limits. Adhere to Control Consciousness policies and procedures. Follow branch security procedures in opening, closing, and branch operations. Under the direction of the CSM, provides support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Meet attendance guidelines. Sound Decision Making Exercise good judgment and common sense in protecting Bank assets while providing excellent customer service. Responds well to constructive feedback and works to correct any noted concerns. Takes personal responsibility for quality and quantity of work Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards and expectations. Answer regulatory questions correctly during Audit/Branch Review PROMOTIONAL GUIDELINES: Tellers are eligible for promotion based upon the following minimum criteria: Must be in current position for six months. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria. Must not have been on counseling for same six-month period. Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category. CSM may require additional training/classes based upon specific branch need. 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 and Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- FINANCIAL IMPACT: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math 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. Required to travel to other branches as assigned by the region. MENTAL DEMANDS: Accurately count and dispense funds to customer. Recognize opportunities to cross-sell products. Respond positively to challenging customers. Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $17.63
$32k-35k yearly est. 10d ago
Customer Service Manager
Westamerica Ban 3.6
Westamerica Ban job in Hanford, CA
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
$68.6k-69.8k yearly 60d+ ago
Operational Branch Services Officer
Westamerica Bank 3.6
Westamerica Bank job in Hanford, CA
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. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 Essential Functions: Customer Service Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Adhere to QIS standards minimum 95%. Actively contributes to team success through clear, effective communication with Co-workers. Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Sales Support Meets goal of $110/FTE per month on average. Assist CSM with internal sales activity for new product and service referrals. Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. Cross sell appropriate products and services to clients and prospects. Contributes to Key Initiatives. Decision Making and Accountability Exercise sound judgment to protect Bank assets and control losses. Assist CSM with Audit readiness of branch. Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. Coach / train staff. Meet attendance guidelines. Respond well to constructive feedback and work to correct any noted concerns. Support CSM with teller line coverage and schedules. Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security Adhere to Control Consciousness policies and procedures. Follow branch security procedures in opening, closing, and branch operations. Transaction Accuracy Meet established standards for accuracy and compliance with policies and procedures. Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Promotional Guidelines: BSO's are eligible for promotion based upon the following minimum criteria: Must be in current position for six months. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria. Must not have been on counseling for same six-month period. Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category. CSM may require additional training/classes based upon specific branch need. 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) Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Supervisory Responsibility: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- Financial Impact: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements: MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math 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: Accurately count and dispense funds to customer. Recognize opportunities to cross-sell products. Respond positively to challenging customers. Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: *********************************
$40k-56k yearly est. 24d ago
DeNovo Financial Center Manager - Fresno, CA
Fifth Third Bank 4.6
Fresno, CA job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center. ESSENTIAL DUTIES & RESPONSIBILITIES: Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies Learn to cultivate a One Bank culture that proactively collaborates with business partners Participate in activities that benefit the communities we serve Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee Additional duties as assigned SUPERVISORY RESPONSIBILITIES: Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or two (2) or more years of leadership experience in a sales environment Ability to professionally represent Fifth Third Bank in verbal and written communication Capable of analyzing credit and financial information Ability to successfully execute and coach sales activities Exhibits business acumen Demonstrated ability in making sound decisions This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration. WORKING CONDITIONS: Normal office environment. Extended viewing of computer screens. Periodic travel within the Bancorp footprint to attend meetings and/or training. #LI-JH1 DeNovo Financial Center Manager - Fresno, CATotal Base Pay Range 44,300.00 - 83,700.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** and by consulting with your talent acquisition partner. LOCATION -- Fresno, California 93720 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$116k-141k yearly est. Auto-Apply 22d ago
Business Banking Officer
Westamerica Ban 3.6
Westamerica Ban job in Visalia, CA
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: Achieves sales goal objectives by developing and managing a client portfolio. Provides customers with information and resolves banking problems. Promotes sales of bank services and products. Financial Plan Attend daily 8 am sales meeting. Meet or exceed quarterly and annual deposit and loan production goals. Generate non-interest income through the sale of fee-based services. Consistently deliver excellence in service by adhering to the Bank's service standards. Adhere to the standards of the Bank's sales culture as outlined in the current Sales Culture Handbook. Business Development Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio. Daily boxtime is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily boxtime session. Maintain a minimum of 4 pipeline and 7 pre-pipeline deals. Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.). Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM. Work existing client base for business expansion and referrals. Develop and leverage referral sources (CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice. Generate 1 SPF referral per month. Generate 2 third party referrals annually. Generate 2 Business Elan applications per month. Ensure maturing loans assigned to portfolio are renewed. Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting. Work with borrower's support contacts (CPA's, attorneys, CFO's, etc.) to gain referrals and to stay attuned to borrower's plans. Make yourself available to borrowers to ensure you are the banker of choice. Utilize projected maturity report to renew/extend loans prior to maturity. Leadership Monitor and manage for BBO/BRM, assigned commercial loan portfolio to ensure retention and expansion. Monitor and provide guidance on commercial lending protocols for BBO/BRM. Compliance Related Activity Adhere to Reg B/Flood requirements. Complete all assigned tutorials and Compliance Training. Focus on Majority/Minority census tracts as assigned by RMM. Focus on Small Business/Small Farm loans assigned goals. Meet CRA Hours. Meet new CRA loan production goals. Renew all assigned existing CRA loans/lines. Answer regulatory questions correctly during Audit/Branch Review. Ownership, Accountability and Work Habits Attend daily sales meetings; provide mentoring and encouragement as appropriate. As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM. Communicate problems, successes and challenges to RMM and Credit Hub on a timely basis. Attend two seminars/functions during the year to promote WAB in the community and develop new business. Adhere to the Bank's Guiding Principles; integrate into all that you do. Become involved in one community organization which will help build our image as a community bank and you as a community banker, while recognizing CRA service hours opportunities. Meet attendance guidelines. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Previous sales management experience, commercial underwriting and credit experience. Applicant must possess excellent communication, interpersonal, organizational, business development and marketing skills. Four-year college degree preferred. For purposes of business travel, a valid driver's license as well as a personal vehicle to drive is 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. Constant travel to conduct outside sales calls. Works non-standard business hours. Drives to sales calls. Must maintain a current driver's license and proof of insurance. MENTAL DEMANDS: Effectively communicate with clients and prospects. Retain and shares knowledge of WAB products, services and fees. Obtain enough confidential data to identify client's financial status. Identify additional service opportunities. Apply basic math skills to determine fees and saving opportunities. Formulate sales action plans. EQUIPMENT USED TO PERFORM FUNCTIONS:10-key machine, fax, photocopier, Microsoft based computers, smart phones. DECISION MAKING: Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements. Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client. Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations. Selects methods to improve sales/marketing skills of subordinate staff. Structures credits based on client needs and available bank products. SUPERVISORY RESPONSIBILITY: Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Requirements EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $71,694.59
$68.6k-71.7k yearly 60d+ ago
Business Relationship Manager
Westamerica Ban 3.6
Westamerica Ban job in Hanford, CA
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. Westamerica Bank is a 130 year old community bank with $4.9 billion in assets and 79 branches throughout Northern and Central California. We have been profitable quarter in and quarter out for 23 years. Industry associations and rating agencies routinely rank Westamerica Bank among the top community banks for asset quality, capital ratios, safety and soundness and overall financial performance. Job Description: Actively deepens existing customer relationships through a structured calling routine and develop new relationships with prospects according to the Sales Culture. Actively originate business loan requests by gathering loan packages for clients. Further responsibilities include selling bank products and services such as business depository products, treasury management products, business credit cards, as well as other products. This position requires outside calling skills including prospecting, canvassing and box time calling. Appropriately handles business customer inquiries and service issues in assigned portfolio or branch. Requirements Basic Qualifications: Bachelor's degree in business, accounting or finance, or equivalent work experience. One plus years of outside sales and customer service experience in the financial services industry. Adherence to policies, procedures and regulatory banking requirements. Preferred Experience and Skills: Strong product knowledge within the banking/financial services industry. Excellent business development and b2b sales/service skills. Demonstrate the ability to make both one on one and group presentations. Strong interpersonal, verbal and written communication skills. Strong outbound telephone sales skills. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $71,694.59
$68.6k-71.7k yearly 60d+ ago
Operational Branch Services Officer
Westamerica Bancorporation 3.6
Westamerica Bancorporation job in Hanford, CA
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. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 Essential Functions: Customer Service * Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) * Adhere to QIS standards minimum 95%. * Actively contributes to team success through clear, effective communication with Co-workers. * Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Sales Support * Meets goal of $110/FTE per month on average. * Assist CSM with internal sales activity for new product and service referrals. * Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. * Cross sell appropriate products and services to clients and prospects. * Contributes to Key Initiatives. Decision Making and Accountability * Exercise sound judgment to protect Bank assets and control losses. * Assist CSM with Audit readiness of branch. * Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. * Coach / train staff. * Meet attendance guidelines. * Respond well to constructive feedback and work to correct any noted concerns. * Support CSM with teller line coverage and schedules. * Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security * Adhere to Control Consciousness policies and procedures. * Follow branch security procedures in opening, closing, and branch operations. Transaction Accuracy * Meet established standards for accuracy and compliance with policies and procedures. * Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits Compliance Responsibilities * Complete regulatory tutorials to ensure understanding of compliance standards & expectations. * Answer regulatory questions correctly during Audit/Branch Review. Promotional Guidelines: BSO's are eligible for promotion based upon the following minimum criteria: * Must be in current position for six months. * Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria. * Must not have been on counseling for same six-month period. * Performance appraisal does not contain a "below expectation" and/or "needs improvement" in any rated category. * CSM may require additional training/classes based upon specific branch need. 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) * Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. * Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Supervisory Responsibility: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- Financial Impact: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math 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: * Accurately count and dispense funds to customer. * Recognize opportunities to cross-sell products. * Respond positively to challenging customers. * Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $19.21
$40k-56k yearly est. 37d ago
Teller On-Call
Westamerica Ban 3.6
Westamerica Ban job in Kingsburg, CA
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 direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Required to travel to other branches as assigned by the region. ESSENTIAL FUNCTIONS: Customer Service Deliver 5 points of service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Adhere to QIS standards. Actively contributes to team success through clear, effective communication with co-workers. Sales Referrals Promote sales of bank's services. Meet goal of $110/FTE per month on average. Cross sells appropriate products and services to clients and prospects. Contributes to Key Initiatives. At the direction of the CSM, may place outbound sales and service calls to customers and prospects. Teller Standards and Work Habits Meet established standards for accuracy and compliance, while adhering to policies and procedures. Un-located cash differences, operating losses, and BSA errors (see attached Teller Standards) to be within established limits. Adhere to Control Consciousness policies and procedures. Follow branch security procedures in opening, closing, and branch operations. Under the direction of the CSM, provides support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Meet attendance guidelines. Sound Decision Making Exercise good judgment and common sense in protecting Bank assets while providing excellent customer service. Responds well to constructive feedback and works to correct any noted concerns. Takes personal responsibility for quality and quantity of work Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards and expectations. Answer regulatory questions correctly during Audit/Branch Review PROMOTIONAL GUIDELINES: Tellers are eligible for promotion based upon the following minimum criteria: Must be in current position for six months. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria. Must not have been on counseling for same six-month period. Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category. CSM may require additional training/classes based upon specific branch need. 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 and Branch Capture equipment. DECISION MAKING: Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- FINANCIAL IMPACT: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math 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. Required to travel to other branches as assigned by the region. MENTAL DEMANDS: Accurately count and dispense funds to customer. Recognize opportunities to cross-sell products. Respond positively to challenging customers. Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $18.17
$32k-35k yearly est. 60d+ ago

Westamerica Ban jobs in Fresno, CA - 31 jobs

Customer Service Manager

Project Coordinator

Senior Credit Officer

Relationship Manager Development Program (RMDP)

Teller On-Call

Personal Banker I - Fresno, CA DeNovo

Mortgage Loan Originator

DeNovo Financial Center Manager - Fresno, CA

Operational Branch Services Officer

Non-bank Mortgage Branch Manager

Business Banking Officer

Personal Banker II - Fresno, CA DeNovo

Teller On-Call

Customer Service Manager

Operational Branch Services Officer

DeNovo Financial Center Manager - Fresno, CA

Business Banking Officer

Business Relationship Manager

Operational Branch Services Officer

Teller On-Call

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