environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. We are looking for a Commercial Banker in Escondido, CA. This role focuses on acquiring and servicing commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals.
The ideal candidate will have the experience necessary to: · Acquires and services commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals. · Achieves quarterly Managed Portfolio Growth goals. · Demonstrates clear understanding of risk management and covenant tracking procedures. · Responsible to make presentations regarding
bank products and services to prospective clients and company principals, perform underwriting functions and continually monitor credit quality.
· Higher level Commercial Bankers may oversee lower-level associates. · Other duties as assigned. Qualifications: · Requires a Bachelors degree in business, finance or a related field and 6+ years commercial lending and credit underwriting experience. An equivalent combination of education and experience may meet qualifications. · Employs advanced knowledge as a generalist or specialist for unique customer product segments of lending and credit analysis, preferably in a commercial lending environment. · Advanced knowledge of bank products and commercial lending techniques and procedures.
· Ability to expand loans, client relationships and cross sell bank products. · Familiarity of the sales, loan processing and closing processes. · Excellent underwriting skills. · Ability to interview loan applicants and have a strong perceptive on character judgment. · Ability to structure loans and monitor credit performance. · Must have excellent interpersonal, presentation and communication skills. · Working knowledge of a software applications, including word processing and spreadsheets. Benefits: · Medical, Dental and Vision Insurance - START DAY ONE!
· Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance · Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts · Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays · 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience · Mental health benefits, including coaching and therapy sessions. · Tuition Reimbursement for qualifying employees · Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $115,000 - $138,000 annually depending on job-related factors such as level of experience.
action plans to achieve specified sales and service goals.
Additionally, the candidate will possess an outgoing personality and have the ability to create or draw on business relationships with business leaders and managers within the community to help attract and build new client relationships.
Additionally, the ideal candidate will have a background in small business lending products and services and be able to make lending recommendations suitable for the client's needs. This role will be based in a Western Alliance branch office and will primarily involve supporting an existing portfolio of clients, connecting primarily via telephone or email and occasionally through in-person
visits while working to develop new business. What we are looking for: Be the primary point of contact for a portfolio of small business clients within a defined geographic coverage area Routinely contact, primarily via telephone, existing, prospective, or newly assigned clients, and develop relationships and new business opportunities Ability to backss customer's financial needs and recommend the most appropriate products and/or services to assist in developing new business opportunities and expanding on existing customer base.
Supports the growth of a designated branch market area and Provides leadership by actively supporting assigned branches Maintain a strong knowledge of Western
Alliance Bank deposit, lending, and treasury management products and services Collaborate with other departments across the organization to execute the sales, relationship-building, and credit strategies to achieve optimal results Stay abreast of changing business trends that impact small business clients and translate those trends into business opportunities Assists in mitigating risk, verifying audit compliance, and procedural quality control through a branch operations review.
Ensures compliance with established Bank policies, procedures, and state and federal regulations. Minimum Requirements High School Diploma or equivalent and five (5) or more years of Branch Banking Operations, Customer Service, or Lending and/or Deposits Sales or a combination thereof Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices Intermediate project management and organizational skills; ability to create momentum, foster organizational change, and work with other members of senior management.
Experience advising business owners on complex credit/lending solutions Strong speaking and writing skills for internal and external audiences Ability to interpret client financial statements and recommend specific solutions to achieve goals.
Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Ameri Home Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, interaction, color, religion, age, nation origin, marital status, disability, protected veteran status, interactionual orientation, gender identity or genetic information.
Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email xyz X@ or call 602-386-xyz X. When contacting us, please provide your contact information and state the nature of your accessibility issue.
We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. - Western Alliance Bancorporation
environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. We are looking for a Relationship Banker (Commercial Lending) in Los Angeles, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.
Essential Functions: Responsible for acquiring, analyzing and maintaining client relationships. Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. Analyzes risks and profitability of assigned client base to ensure ongoing profitability
and conformity with credit terms. Solicits the sale of additional products and services to meet clients' needs.
Develops and implements marketing plans for expanding business. Negotiates loan terms and conditions. Remains well versed in industrial, economic and financial situations relating to assigned clients. May be assigned specialized industry or market segments. Other duties as assigned. Qualifications: Requires a bachelor's degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience. A combination of education and experience may meet requirements. Basic knowledge of bank products, credit and commercial lending techniques and procedures.
Ability to expand loans, client relationships and bank products. Must have good interpersonal, oral and written communication skills needed to create relationships with loan clients. Good analytical and negotiation skills. Limited use and/or application of basic lending principles, theories, and concepts. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $105k - $138k depending on job-related factors such as level of experience.
" Best Banks to Work For" and for having a top banking team in its list of " The Most Powerful Women in Banking. " Our customers consistently vote us as the best bank in our local markets. We value our employees, and are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success.
We recognize that banking is a " local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched
401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
The Team you will be working with: The Power & Project Finance Group who are a specialized team of experienced industry experts with a proven record of structuring and efficiently executing custom financing solutions for owners of power generation assets and power-related infrastructure projects across the United States. The team provides construction and term debt, acquisition financing, revolving credit facilities, and letters of credit for projects in the solar, wind, natural gas-fired, energy storage, geothermal,
hydroelectric, and transmission sectors. This team's deep experience is complemented by the full product suite of Zions Capital Markets, enabling the team to perform all essential roles of a syndicated project financing, including loan syndications, administrative agency services, and interest rate hedging.
Typical project financing transactions range from $50 million to over $500 million. Essential Functions: We are looking for a Power and Project Finance Associate in El Segundo, CA or Denver, CO to be charged with the following responsibilities: Responsible for financial modeling and analysis, identifying key risks, assisting senior bankers with loan structuring and pricing, preparing extensive written credit analysis, and assisting with credit presentations.
Provides analytical, underwriting and marketing support during the origination and execution of new lending opportunities. Responsible for reviewing loan documentation and due diligence materials. Keeps informed of financial and market trends in the power and energy industry and the impact this has on new opportunities as well as the existing portfolio. Applies all applicable credit policies and internal processes for the execution and funding of new transactions. Develops relationships and credibility with key internal constituents.
Develops external relationships with clients including junior members of client companies and serve as a backup contact for clients when primary relationship managers are unavailable. Acts as primary account officer on assigned transactions within the portfolio, including maintaining accurate risk ratings, executing amendments, preparing monitoring materials and other tasks and administrative items. May assist with the training, development and work review of other analysts and associates. Some travel is required. Other duties as assigned Qualifications: Requires a Bachelor's degree in finance, business, accounting or a related field and 4+ years of experience in commercial lending, investment banking, project finance advisory or relevant buy-side experience.
An equivalent combination of education and experience may meet qualifications. Advanced knowledge of project finance, power generation, project development, structured finance, leveraged finance, investment banking or private equity investing. Proven ability to organize multiple demands on time and assist with the oversight, training and development of junior bankers. Strong attention to detail and high degree of proficiency producing written analysis of financial statements, modeling outputs and key risks and mitigating factors.
Strong analysis and Excel-based financial modeling skills. Strong verbal communication skills with the ability to quickly establish credibility with new people and cultivate relationships (internally and externally). Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $120,000 - $135,000 annually depending on job-related factors such as level of experience.
environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. We are looking for a Part-Time Client Service Associate (Teller) to provide top notch customer service to our clients and customers at our Millbrae, CA branch.
If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts,
issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.
Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources Identifies and maximizes cross-sell banks opportunities through exploring needs Other duties as assigned Qualifications: Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking Must have solid balancing and customer service skills Ability to cross-sell bank products based on clients' needs Schedule: Monday - Friday, 10:30am - 5pm Benefits: Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $21 - 23 hourly depending on job-related factors such as level of experience.
--- Work with a team of processors and junior processors to manage and oversee pipeline --- Meet expectations for communication to clients and close times --- Track metrics between stages of the loan process --- Communicate with clients in one off scenarios What We Offer: --- High-Quality Loan Files: Benefit from pre-filtered loans that focus solely on HELOCs and Home Equity Loans.
--- Competitive Compensation --- Efficient Processes: Our average loan completion time is 17-21 days, thanks to our use of AVMs instead of traditional appraisals. Ideal Candidate: --- Strong communication skills and a keen problem solving --- Motivated to succeed financially in the evolving mortgage landscape.
--- Prior experience in mortgage processing management or a related field would be an advantage. Why Join Us: Our focus on equity products shields us from the high rates affecting 1st mortgages.
We've optimized our processes to ensure our team has the best chance of success. If your goal is to consistently achieve five-figure monthly earnings, let's get you there! Application Process: Interested candidates are encouraged to apply and learn more about how we can help you thrive in this rewarding position. Responsibilities: --- Estimate accurate monthly home loan funding goals and metrics forecast by creating pipeline management process --- Build a positive work environment through helpful
relationships with additional team stakeholders: mortgage servicers, underwriters, mortgage operations manager/branch managers, and mortgage loan officers to ensure the loan transaction progresses smoothly --- Hire, recruit, onboard, train, direct, lead, and manage daily activities of mortgage loan processors, processing assistants and other team members --- Resolve, escalate, or remedy customer service issues in a professional manner --- Assist, mentor, and motivate team members to exceed daily, monthly, quarterly, and yearly goals and KPIs Qualifications: --- Excellent interpersonal, communication, training, organizational, and time management skills are essential --- Familiarity with AUS and LOS software, as well as Google Suite and MS Office, are beneficial --- 3+ years management experience in mortgage operations, preferably in processing management, or as a sales manager or operations manager is ideal; 3-5 years of experience with high volume loan processing as a team lead in mortgage lending or mortgage banking, or at a credit union will also be accepted --- Demonstrable knowledge of the mortgage industry, loan products and programs (FHA, FNMA, FHLMC, Jumbo, VA, USDA, etc.
), and state and federal regulations and laws (RESPA, etc.
) About Company: Why Summit Lending? We're not just a lending team; we're the leading lending team in California. At this pivotal point in our journey, we're extending an opportunity for passionate individuals to join and contribute to our legacy. We pride ourselves in offering not just a job, but a long-term, stable career pathway for those who are as dedicated to our mission as we are. How to Join Our Team: Your interest means the world to us, but we kindly ask that you refrain from phone inquiries. For your chance to be a part of the Summit Lending family, simply submit your application along with a resume and a thoughtful cover letter expressing your fit for the role.
Let's shape the future of lending, together!
environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Golden Triangle San Diego, CA Branch.
If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients
to an alternative bank department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned.
Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $23 - $29 hourly depending on job-related factors such as level of experience.
of practice, and following medication management per policy. Duties also include assisting with ADL's, taking of patients' vital signs, and recording results on patients' charts Responsibilities Administers patient medications, including basic IV management, within scope of practice, and participates in treatments and procedures in a safe, effective, and age-appropriate manner.
Recognizes changes in patient conditions, taking appropriate action and documenting intervention. Uses knowledge of aseptic techniques in performance of treatments, such as sterile dressing, irrigation, and catheterization. Effectively collaborates with the health care team to intervene, and advocate for the safety
of the patient, as necessary. Assists patient with hygiene, elimination, routine skin care, comfort measures and other Activities of Daily Living (ADL), in consideration of patient age, gender, culture and stated preferences, maintaining patient privacy and respect at all times.
Maintains a clean & safe environment. Ensures Infection Control procedures and HIPAA compliance. Performs assigned nursing duties for the safety, comfort and well-being of patients. Accurately measures and records vital signs. Assists with patient care activities including specimen collection, turning and positioning, and patient transportation. Documents all activities as required. Empathizes with patient, expresses
compassion and understanding for the situation and demonstrates care which is appropriate for the age, and cultural, religious, or ethnic background.
Actively engages in caring behaviors, taking conscious ownership for work and takes deliberate/thoughtful actions regarding how to best carry out relationships with the patient, patients' support system and healthcare team. Demonstrates appropriate use of independent judgement and decision making. Participates in planning, implementing and evaluating patient care, under the direct supervision of an RN/Physician. Participates in the development of long and short term goals consistent with treatment plans, standards of practice, and the plan of care.
Consistently ensures nursing practice is within scope of licensure and compliant with hospital wide standards of nursing care. Qualifications Minimum Education: Graduate of an Accredited School of Vocational Nursing or its equivalent required. Minimum Experience: Six (6) months current experience as a Licensed Vocational Nurse required. Ability to read, write and communicate effectively in English. Ability to work variable shifts including evenings, nights, weekends, and holidays. Ability to maintain flexibility and composure in a constantly changing environment.
Bilingual skills to communicate effectively with patients and families preferred. Req. Certification/Licensure: Active, current, and unencumbered Licensure as a Vocational Nurse in the State of California required. AHA Basic Life Support required. AHA Advanced Cardiac Life Support required. IV Certification required. Hospital Fire and Life Safety Card (Hollywood Only required). AHA Pediatric Advanced Life Support (Foothill Only required). About Us Southern California Hospital at Culver City has been taking care of generations of Culver City and west LA residents. We are a full-service, acute care hospital with a 24/7 emergency department and nationally recognized patient safety.
Now at 420 beds, SCH-CC is a general acute care hospital that utilizes many of the latest medical treatments and technologies. The hospital offers a wide range of inpatient and outpatient acute care services, including an orthopedic center, cardiovascular services, acute rehabilitation, sub-acute care, psychiatric care and chemical dependency programs. Additionally, SCH-CC operates a 24-hour emergency services center, which serves as a paramedic receiving station and is staffed by board-certified emergency physicians and nurse specialists. Union Pay Info: /schccunion-12hr/
excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self-sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners.
Work with a One Bank team to understand clients' and prospects' business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide. 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, backssing, managing, monitoring, and reporting risks of all types.
#LI-JB1ESSENTIAL DUTIES AND RESPONSIBILITIES: Must be able to persuasively articulate Fifth Third's value proposition to both internal and external clients to influence the outcome within the sales process. Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects. Demonstrate ability to understand payment processes. Demonstrate proficiency
in knowledge of all strategic TM solutions and their benefits to our clients.
Understand competitions' capabilities and gaps and how to position 5/3's services against them. Prepares and deliver quarterly client service reviews to clients. Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations. Devise and execute a plan to exceed sales goals. Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision. Actively manage a pipeline using the CRM tool. Maintain lines of communications with RMs individually and as a group.
Review sales goals with RMs and ensure RMs are advised of calling strategies. Educate and advise RMs of new TM product development initiatives backss knowledge level of individual RMs and bring each up to a minimum standard. Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients. Work closely with assigned client specialists to ensure excellent client service on an on-going basis. Assist with general bank communications to clients. Take ownership and deliver timely resolution of client issues.
Develop knowledge of internal resources for accurate response to client issues. Understand and communicate implementation time-line to align with client expectations. Ensure proper account documentation and all requisite agreement execution. Communicate recurring or serious product issues to management. Recommend viable solutions to improve client service. Leadership MINIMUM KNOWLEDGE, SKILLS AND ABILTIES REQUIRED: Undergraduate degree is required. MBA or advanced degree is desirable. CTP certification.6 years of experience in a treasury management /commercial banking sales is required.
Demonstrated record of consistently exceeding performance goals. Possess a strong desire to constantly strive to improve oneself. Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process. Requires the aptitude for powerful presentations and negotiation skills with internal and external clients. Demonstrated ability to articulate the benefits of strong working capital management solutions to clients. Proven product and sales knowledge sufficient to help mentor new team members. Demonstrated knowledge of a wide array of treasury management products.
Excellent oral and written skills. Basic proficiency in PC software (MS Office). Technical Treasury Management competencies. Understanding of Treasury Management, Payments and Commerce products and solutions. Ability to build new & existing client relationships. Ability to evaluate client needs. Advanced understanding of financial statement analysis. Ability to provide strategic treasury advisory services. Understanding of investment management techniques. Basic understanding of loan structuring. Understanding of financial management principles. Advanced understanding of accounting techniques.
Treasury Management Sales Officer Total Base Pay Range 110,000.00 - 220,600.00 USD Annual LOCATION -- El Segundo, California 90245Fifth 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, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
quantitative and analytical support for mergers, acquisitions, and other financial advisory services. Associates work closely with senior bankers during all stages of the transaction so they develop both the execution and client skills required to be an effective senior banker.
Job Functions: Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
Assist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company information Work independently, producing high quality deliverables such as descriptive memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog Content creation in form of presentation slides for pitch materials to clients as well as refining client management presentations Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners
in debt and equity capital markets and corporate finance advisory Provide leadership, mentorship, training and supervision to Analysts Qualifications: Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted, or pending promotion, from Analyst to Associate within a leading Investment Bank At least 3 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role (i.
e. pre-MBA, or equivalent level for direct Analyst promotes). Direct experience in execution of M&A transactions is highly preferred, but will consider candidates with experience in an industry coverage group, private equity or similar field Very strong financial modeling/valuation and analytical skills Thorough knowledge of corporate finance and accounting, as well as understanding of key structuring aspects related to M&A transactions Experience managing the day-to-day execution of different types of projects and processes Ability to comfortably interact with clients in a professional and mature manner Outstanding ethics, integrity and judgment Intellectual curiosity, strong work ethic and desire to learn Ability to work in a fast-paced environment, managing multiple projects with different deal teams Highly organized, detail oriented and proactive Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Excellent technology skills with superior Excel and Power Point skills and ability to quickly learn new software applications Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services.
Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices.
Our expertise spans many aspects of the technology landscape, including Enterprise Software and Infrastructure, Fin Tech, Healthcare IT, Internet+Digital Media, e Commerce, Consumer Software, AIo T & Industrial Technology and other key segments. Since inception, Union Square Advisors has advised on more than 160 strategic transactions, valued in excess of $115B. For more information, please visit http: //. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce.
In addition to a firm-wide vaccination and booster policy, these requirements may also include regular testing, mask wearing, social distancing and regular health checks. Requirements may change in the future with the evolving public health landscape. Union Square Advisors will consider accommodation requests. Salary Range 2nd Year Associate – $175,000 - $200,000Powered by Jazz HR
environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"
in Small Business & Middle Market Excellence Awards. We are looking for a Business Center Manager with strong commercial lending and credit experience within the Middle Market to provide top notch customer service to our clients and customers in Millbrae, CA.
This role focuses on overseeing, leading, and directing a banking branch with regards to sales, operations, and corporate/regulatory compliance to meet assigned lending, deposit, and fee income goals along with business and consumer lending. Essential Functions: Oversees, leads, and directs a branch with regards to sales, operations, and corporate/regulatory compliance to meet assigned lending, deposit, and fee income goals. Responsible
for staff management and development including performance evaluations, promotions, salary recommendations and disciplinary action.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. Develops programs to maximize branch profitability, minimize risk, and improve customer service and product knowledge. Responsible for acquiring, expanding and maintaining client relationships through both inside and outside business development activities. Analyzes risks and profitability of assigned client portfolio to ensure ongoing profitability and conformity with credit terms. Responsible for ensuring the successful processing, underwriting, and approving of loans within assigned limits.
Negotiates loan terms and conditions in accordance with bank policy. Remains well versed in economic and financial concepts and developments relating to clients. Reviews branch reports for compliance and accuracy. Responsible for community development and relations. Other duties as assigned. Qualifications: Requires a Bachelor's in Business Administration, Finance or a related field and 3+ years of banking management or other directly related experience. A combination of education and experience may meet requirements.
Commercial lending experience with Investor Real Estate, Owner Occupied CRE, C&I , Lines of Credit, Equipment Loans, Letters of Credit, SBA etc. Business Development experience a must. Basic working knowledge of branch/banking management, operations, policies, procedures, banking products and lending concepts. Knowledge of business development and sales within the financial industry. Ability to make sound decisions, mitigate risk, build relationships and work with a variety of clients, employees and management. Knowledge of banking laws and regulations. Good problem resolution and communication skills, both verbal and written.
Good customer relationship skills. Ability to manage staff. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $100,000 - $155,000 annually depending on job-related factors such as level of experience and location
customers to appropriate personnel for new services.
The Senior Universal Banker is required to be completely knowledgeable and skilled and perform duties in the areas of new accounts, teller, vault, safe deposit, and branch operations, and is expected to provide leadership, training, and support to less experienced tellers and other staff members.
May also be responsible for limited supervisory duties in the absence of the Operations Officer/Manager. Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. What we are looking for: Provides support to all assigned areas of branch operations where service or assistance
is needed. Reinforces the application of superior customer service through his or her own example along with appropriate follow-through with involved customers and employees.
Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cash checks, savings withdrawals, and cash advances; confirms all necessary documents are properly authorized, are in proper form, and are within authorized limits; makes decisions when questionable items are presented for cashing. Promotes and cross-sells the Bank's products and services by assisting customers in their selection to meet their needs. Establishes
proper identification of new customers and determines need and extent of reference investigation.
Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing. May participate in assuring quality control in regard to audits and certifications. Will process account activity, determine balances, and resolve problems within given authority. Issues official checks, money orders, traveler's checks, and savings bond applications.
Performs safe deposit duties by opening accounts, controlling access, assisting customers, and processing affiliated reports. May accept Regulation I disputes acquiring appropriate documentation and signatures and forward to the appropriate department for processing. Performs lead duties including assigning and reviewing work for accuracy and completeness, assisting others in resolving problems, approving transactions within authority levels, and training others in branch operations. Assists other branch offices in resolving operational inquiries. Receives and processes stop payment and hold orders.
Accepts loan, installment, and collection payments. Balances cash drawer daily and verifies cash being returned to the vault. Balances teller differences as it relate to general ledger accounts; maintains accurate teller balancing records; balances branch cash totals. Provides effective customer service and assists in resolving problems within given authority. Records, files, microfilms, update information, prepare wire transfers, and sort mail or reports as required. Gather data and process various reports (e. g. currency transactions, returned items, overdrafts, callbacks, etc.
) Processes credit reports, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders, ATM deposits, incoming and outgoing collections, incoming and outgoing wires, FICA payments, credit ratings, certifications, change orders, and deposit slip corrections. May assist in opening and closing the vault daily; prepare and process incoming and outgoing shipments; and assist in balancing vault currency and coin. May prepare and research levies, garnishments, and other legal processes. Cross-trains less experienced branch personnel. Provide staff support at other branch locations.
Open and/or close the branch. What you need to have: High school diploma or general education degree (GED) and Five (5) or more years of related experience and/or training; or the equivalent combination of education and experience. Intermediate experience, knowledge, and training in branch operation activities, terminology, and products and services. Intermediate knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services. Intermediate skills in computer operation; mainframe computer (ITI) system; word processing, spreadsheet, and account opening software programs (e.
g. Microsoft Word and Excel, CFI Deposit Pro, etc. ). Ability to calculate interest and balance accounts; count currency, coin, and negotiable instruments in a timely manner. Effective oral, written, and interpersonal communication skills. Ability to deal with problems involving multiple facets and variables in non-standardized situations. Effective organizational and time management skills. Ability to work with minimal supervision while performing duties. Basic operational supervisory skills to handle operational issues, approve work as needed, and answer customer inquiries, in the absence of the Operations Officer or Operations Manager.
Compensation: Hourly range for new hires is generally $54,669.00 - $67,532.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program.
In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Ameri Home Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, interaction, color, religion, age, nation origin, marital status, disability, protected veteran status, interactionual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email xyz X@ or call 602-386-xyz X.
When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. -- Western Alliance Bancorporation
once your application is received, you will be contacted by our partnered real estate school with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories.
Learn more about our history here: /about What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform
the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions.
Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities Represent home sellers and home buyers in real estate transactions Coordinate with third party entities Communicate with leads through in-person meetings, phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform
strategic prospecting methods to find new clients who are interested in selling or buying real estate Qualifications Active real estate license Motivation and willingness to learn and excel in their field Strong communication skills Thrives in a professional atmosphere Entrepreneurial mindset with an appetite for learning new skills Optimistic, hardworking, detail-oriented Comfortable using technology Compensation Real estate agents are independent contractors, not provided a salary or hourly wage.
This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome!
Apply today! In partnership with US Realty Training Job posted by US Realty Training on behalf of Coldwell Banker Powered by Jazz HR
communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we've constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.
We are seeking a temp Teller to join our Vallejo team! WHAT You'll Do: Initiate and lead conversations to identify and backss member needs Maintain and enhance member account relationships by providing excellent member service Process share deposit
payments, loan payments, manual payrolls, and account transfers CASH Maintain drawer cash levels within prescribed amounts Post and Log night, ATM, and mail deposits.
(Part of dual-control team. ) WHAT You'll Need: English/Spanish preferred One to three years experience in a financial institution or other customer service industry preferred Prior cash handling and customer service responsibilities preferred Preference for working in organizations that place priority on teamwork and collaboration High School graduate or equivalent If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration;
and are interested in working to help create economic opportunity for all - THIS is the place for you!
Click the button below to apply now! Hourly Range: $21.50 - $28.75 Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, interaction, gender, gender identity, gender expression (including transgender status), age, interactionual orientation, military and veteran status, class or family status.
once your application is received, you will be contacted by our partnered real estate school with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories.
Learn more about our history here: /about What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform
the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions.
Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities Represent home sellers and home buyers in real estate transactions Coordinate with third party entities Communicate with leads through in-person meetings, phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform
strategic prospecting methods to find new clients who are interested in selling or buying real estate Qualifications Active real estate license Motivation and willingness to learn and excel in their field Strong communication skills Thrives in a professional atmosphere Entrepreneurial mindset with an appetite for learning new skills Optimistic, hardworking, detail-oriented Comfortable using technology Compensation Real estate agents are independent contractors, not provided a salary or hourly wage.
This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome!
Apply today! In partnership with US Realty Training Job posted by US Realty Training on behalf of Coldwell Banker Powered by Jazz HR