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 Fresno, 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.
Essential Functions: Acquires, manages, and services commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals. Strong business development, interpersonal communication, internal and external relationship focused. Achieves annual 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.
Other standard Middle Market practices or duties as assigned. Qualifications: Ideal candidates have a Bachelor's degree in business, finance or a related field. Must have at least 4+ years Middle market lending and business development expertise Strong credit underwriting skill set, needs to know how to take a deal from beginning to end. 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. Strong underwriting skills in C&I and CRE ideal. Ability to interview loan applicants and have good perceptive on character judgment. Ability to structure loans and monitor credit performance. Working knowledge of software applications, including MIS, 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 $100-184K depending on job-related factors such as level of experience.
cashing checks, issuing savings withdrawals, and recording night and mail deposits. ---Maintain and balance a cash drawer daily by accounting for cash assigned, received, and disbursed. Turn in excess cash and mutilated currency to the vault. ---Enters customer transactions into a computer to record a transaction, and issues computer-generated receipts.
---Sells cashier's checks. ---Answers questions in person or on the telephone and refers customers to other bank services as necessary. ---Completes special requests by closing accounts, taking orders for checks, exchanging foreign currencies, assisting customers to a safe deposit box, providing statements, preparing cash orders for merchants,
completing stop payments, and blocking and reordering debit cards. ---Places holds on accounts for a new account, large deposit, or an exception item. ---Prepares outgoing domestic and foreign wires.
---Complies with bank operations and security procedures by participating in all dual-control functions, auditing other tellers' currency, and assisting in the certification of proof. ---Maintains customer confidence and protects bank operations by keeping information confidential. ---Comply and stay up to date with applicable laws and regulations through compliance online training. ---Promote strong customer and client interactions, build relationships, participate in cross-selling, and
offer new products and services. ---Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery.
---May need to travel to another branch location to assist in coverage. ---Participates in qualifying CRA activities. ---Other duties as assigned. REQUIRED KNOWLEDGE SKILL AND ABILITY: To perform the job successfully, an individual should demonstrate the following competencies: ---Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees. ---Mathematical skills. ---Strong communication & organizational skills. ---Detail-oriented, with a high degree of accuracy.
---Competence with computers, telephone, 10-key calculator, other office machinery, Word, and Excel. ---Ability to work in a fast-paced environment & under pressure as needed. WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 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 this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear.
The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. EDUCATION AND EXPERIENCE: High school diploma or GED equivalent required. Two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions. Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran, or disability status.
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients.
Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Position Responsibilities: Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing
new products to existing clients. Expected to be the expert level " market moving" advisor with ability to handle the most challenging, sensitive and complex relationships.
Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. Self-acquires new business by being active and well connected in the community. Other duties as assigned. Position Qualifications: Minimum: A Bachelor's degree in Business, Economics, or
Finance7 years of experience sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs7 years developing and executing sales and marketing plans Series 7Series 66State Insurance License Preferred: CFP or CTFA, CFA, CPA, JD, or MBASan Francisco 3 Embarcadero8am - 5pm%387008% %%finance%%
Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs. Responsible for carrying out and implementing bank policy with respect to a sound operation and various banking regulations, such as Reg.
D, E, CC, DD, Privacy Act, BSA, USA Patriot Act, OFAC, and Anti-Money Laundering Act. In larger branch structures, this individual could focus primarily on one of the areas of teller or new accounts or client service. QUALIFICATIONS: Education and/or experience: Minimum one year of experience in bank operations preferred, but not required. Cash handling experience in a bank or retail setting preferred. Ability to follow precise
directions and learn banking equipment and software quickly. Present a professional image in dealing with clients, interdepartmental, and external representatives.
KNOWLEDGE, SKILLS, ABILITIES REQUIRED: Communication Skills: Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone. Ability to respond effectively to the most sensitive inquiries or client complaints. Reasoning Skills: Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of technical instructions
in mathematical or diagram form and deal with several abstract and concrete variables.
Computer Skills: Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail. 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 this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Be able to handle large amounts of cash.
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. --- Bilingual Cantonese and/or Mandarin require You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
who serve as Comerica's ambassadors in the community. At Comerica, our colleagues are essential to our success. We strive to provide you with the opportunity to grow and develop, both personally and professionally, by offering a wide range of programs that are designed to recognize, reward, and develop you throughout your career.
The Commercial Banking Development Program is an accelerated and challenging career path designed to develop Commercial Banking Associates into well-rounded Relationship Managers that exhibit a solid credit foundation and strong relationship development skills.20-month rotational program that includes formal credit training and two sales-focused rotations within
the Commercial Bank to gain valuable business development, sales and relationship building skills. Professional career development through backssments, coaching, team building, and mentoring.
Exposure to senior and executive leadership. Collaborative and supportive team environment. Gain in-depth knowledge of lending and non-lending products and services, including Treasury Management, Wealth Management, International Trade Services, Foreign Exchange, and Global Capital Markets. Lines of Business: Business Banking, Middle Market, Commercial Real Estate, Large Corporate, Technology Life Sciences, Equity Fund Services, Environmental Services, Mortgage Banker Finance, International, National
Dealer Services, Energy. Program Footprint: Dallas, TX; Houston, TX; Costa Mesa, CA; San Jose, CA; and Detroit, MI.
Associates may change office locations throughout the program, and all office locations are commutable within each geographic market. Position Responsibilities: Phase I: Credit Rotation Formal credit training takes place within a Commercial Underwriting Center. During Phase I, Commercial Banking Associates will complete a 3-week intensive classroom training session, which includes 1-week of travel to our headquarters office in Dallas, TX. As part of the on-the-job credit training, Associates will perform the following underwriting responsibilities: Prepare loan approval packages, in partnership with Relationship Managers and Portfolio Managers, for credit decisioning.
Provide complete analysis of loan approval packages for new credit requests, as well as annual reviews of existing relationships, utilizing the various underwriting methods as established by Credit Administration. Analyze financial information to identify key strengths, credit risks, and mitigating factors associated with credit requests. Determine appropriate loan structures and banking solutions to meet customer needs. Monitor credit exposure for portfolio relationships.
Phase II: Sales Rotations Sales Rotations take place within an assigned Commercial Bank Group. Commercial Banking Associates will complete a structured sales training curriculum and gain real-world experience working alongside seasoned Relationship Managers. During the Phase II, there will be two Sales Rotations through different Lines of Business, each rotation lasting four months. Associates will demonstrate their credit and sales skills, with direct involvement in the prospecting and loan approval process. Specific responsibilities include: Working with Commercial Bank Group to analyze/structure debt facilities, conduct relationship reviews, create marketing plans, identify ancillary product opportunities, and conduct industry research.
Observing and participating in prospect and customer calls. Observing and participating in sales, workload, and loan committee, meetings. Learning risk mitigation processes and understand various aspects of risk and compliance. Gaining an understanding of loan documentation and the loan closing process. Developing an understanding of the full breadth of Comerica's products and services offerings. Program Completion Successful completion of all credit and sales training coursework and practical application across all rotations.
Prepare a final project presentation that demonstrates Sales and Credit skills learned in the program. Initial placement into Relationship Manager I, First Level Officer position. Placement out of the program may require relocation and is subject to business needs, performance, and will take into consideration individual preferences when possible. Position Qualifications: Minimum Qualifications Bachelor's Degree Two (2) Accounting courses (6 units)1 year of experience with Microsoft Office Applications (Microsoft Word, Excel, Power Point, Outlook)Preferred Qualifications: Bachelor's Degree in Business, Economics, or similar degree field Overall GPA of 3.0 and 3.0 GPA in two accounting courses Seeking candidates with: Excellent interpersonal, verbal, and written communication skillinteractionceptional analytical, problem solving, and technical aptitude Time management skills and ability to handle multiple assignments Strong work ethic, customer-focus, and commitment to the communities we serve This position is not eligible for sponsorship.
Must have indefinite employment authorization Costa Mesa Monday - Friday; 8 am - 5 pm%387008% %%{{category}}%%
Gardens, CA. Job Description: The Casino Banker (Gaming Associate) participates and monitors table action on the casino floor to ensure accuracy, as well as protecting the game for all participants by watching for irregularities. The position also administers the handling of casino chips and pay-outs to winning customers and confirms that all losing bets/wagers are collected properly by the dealer.
Payrate: Non-Experience Casino Banker: $19 - $21/hour Hours: Graveyard shift (shift start time between 6pm -8am) Requirements: Must be at least 21 years of age to apply for this position. Must be able to secure licensing through state (DOJ) and local agencies. Disqualifiers include felony convictions
(no matter how long ago) or a misdemeanor conviction involving dishonesty or moral turpitude within 10 years of application per DOJ regulations. Successfully pass a background check and drug screening.
Successfully pass a basic mathematics backssment which includes questions involving basic arithmetic such as addition, subtraction, division, multiplication, and percentage calculations. What We Offer: Job Type: Full-time Paid Training – Four (4) to six (6) week full-time and will be held at the F2 TPS, LLC Corporate Office in Cypress, CA. Medical/Dental/Vision Company Paid Life Insurance 401K Paid Vacation Paid Sick Leave A $50 one-time dress code stipend. Licensing Fees: Because you will
be working in a casino, registration and licensing fees are mandated by the Department of Justice for a thorough registration and a background check.
Fees are administered by the California Gambling Control Commission for issuance of the state badge and the fee for this process is $164. We offer a defined payment plan to assist with this fee and the licensing process and offer an incentive reimbursement of $164. Paid Live Scan. CALIFORNIA CONSUMER PRIVACY ACT NOTICE TO EMPLOYEESF2 TPS, LLC is providing the following details regarding the categories of personal information that we collect and use about California residents who are F2 TPS, LLC employees, independent contractors, job applicants, owners, directors or officers (and their emergency contacts and recipients of employment benefits) (“Personal Information”).
We supply this information consistent with the California Consumer Privacy Act of 2018 (“CCPA”). Please provide this notice to your emergency contacts and recipients of employment benefits by providing them with the link to this notice. We may collect the following categories of Personal Information: A. Identifiers, such as name, contact information, online identifiers and Social Security numbers and other government-issued ID numbers; B.
Personal information, as defined in the California customer records law, such as name, contact information, education information, employment history, financial information and medical and medical insurance information; C. Characteristics of protected classifications under California or federal law, such as interaction, age, race, religion, national origin, disability, medical conditions and information, citizenship, immigration status, request for leave and marital status; D. Biometric information, such as fingerprints; E. Internet or network activity information, such as browsing history and interactions with our and other websites and systems; F.
Geolocation data, such as device location, vehicle location and IP location; G. Audio, electronic, visual, and similar information, such as photographs or audio or video recordings created in connection with our business activities; H. Professional or employment-related information, such as work history, prior employer, information relating to references, details of qualifications, skills and experience, human resources data, and data necessary for benefits and related administration services, such as retirement, health, and other benefit programs, services, and products to which you and your dependents and beneficiaries receive access through us; I.
Education information subject to the federal Family Educational Rights and Privacy Act; J. Inferences drawn from any of the Personal Information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics. We use this Personal Information for the purposes of operating, managing, and maintaining our business, managing our workforce, and accomplishing our business purposes and objectives, including, for example, using Personal Information to: Manage workforce activities and personnel generally, including for recruitment, background screening, performance management, career development, payments administration, employee training, leaves and promotions; Administer hiring, promotion, and discipline; Provide an efficient means for personnel to obtain the contact information of their colleagues so they may contact them; Manage payroll, wages, tax forms and filing, expense reimbursements, and other awards such as stock options, stock grants and bonuses, and provide healthcare, pensions, savings plans and other benefits; Calculate insurance and other employee benefits; Monitor personal investments to comply with SEC insider trading regulations; Notify family members in case of an emergency; Maintain and secure our facilities, equipment, systems, and infrastructure; Undertake quality and safety assurance measures, protect the health and safety of our workforce and others, and conduct risk and security control and monitoring; Determine and monitor compliance with worldwide training and other policies; Conduct research, analytics, and data analysis to assist in planning succession and to ensure business continuity, as well as to design employee retention programs and diversity initiatives; Perform identity verification, accounting, audit, and other internal functions, such as internal investigations; Monitor use of IT infrastructure, internet access, and electronic communication for unauthorized, unlawful, or inappropriate use; Record phone calls for training, quality assurance, and legal compliance purposes; Operate and manage IT and communications systems and facilities, allocate company assets and human resources, and undertake strategic planning and project management; Obtain legal advice and establish, exercise or defend legal rights, and act on collection and discovery requests in the context of litigation, government investigations or regulatory audits or inquiries; and Comply with law, legal process, investigations, internal policies and other requirements such as income tax deductions, monitoring, record-keeping and reporting obligations.
CALIFORNIA CONSUMER PRIVACY ACT NOTICE TO EMPLOYEESF2 TPS, LLC is providing the following details regarding the categories of personal information that we collect and use about California residents who are F2 TPS, LLC employees, independent contractors, job applicants, owners, directors or officers (and their emergency contacts and recipients of employment benefits) (“Personal Information”).
We supply this information consistent with the California Consumer Privacy Act of 2018 (“CCPA”). Please provide this notice to your emergency contacts and recipients of employment benefits by providing them with the link to this notice. We may collect the following categories of Personal Information: A. Identifiers, such as name, contact information, online identifiers and Social Security numbers and other government-issued ID numbers; B.
Personal information, as defined in the California customer records law, such as name, contact information, education information, employment history, financial information and medical and medical insurance information; C. Characteristics of protected classifications under California or federal law, such as interaction, age, race, religion, national origin, disability, medical conditions and information, citizenship, immigration status, request for leave and marital status; D. Biometric information, such as fingerprints; E. Internet or network activity information, such as browsing history and interactions with our and other websites and systems; F.
Geolocation data, such as device location, vehicle location and IP location; G. Audio, electronic, visual, and similar information, such as photographs or audio or video recordings created in connection with our business activities; H. Professional or employment-related information, such as work history, prior employer, information relating to references, details of qualifications, skills and experience, human resources data, and data necessary for benefits and related administration services, such as retirement, health, and other benefit programs, services, and products to which you and your dependents and beneficiaries receive access through us; I.
Education information subject to the federal Family Educational Rights and Privacy Act; J. Inferences drawn from any of the Personal Information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics. We use this Personal Information for the purposes of operating, managing, and maintaining our business, managing our workforce, and accomplishing our business purposes and objectives, including, for example, using Personal Information to: Manage workforce activities and personnel generally, including for recruitment, background screening, performance management, career development, payments administration, employee training, leaves and promotions; Administer hiring, promotion, and discipline; Provide an efficient means for personnel to obtain the contact information of their colleagues so they may contact them; Manage payroll, wages, tax forms and filing, expense reimbursements, and other awards such as stock options, stock grants and bonuses, and provide healthcare, pensions, savings plans and other benefits; Calculate insurance and other employee benefits; Monitor personal investments to comply with SEC insider trading regulations; Notify family members in case of an emergency; Maintain and secure our facilities, equipment, systems, and infrastructure; Undertake quality and safety assurance measures, protect the health and safety of our workforce and others, and conduct risk and security control and monitoring; Determine and monitor compliance with worldwide training and other policies; Conduct research, analytics, and data analysis to assist in planning succession and to ensure business continuity, as well as to design employee retention programs and diversity initiatives; Perform identity verification, accounting, audit, and other internal functions, such as internal investigations; Monitor use of IT infrastructure, internet access, and electronic communication for unauthorized, unlawful, or inappropriate use; Record phone calls for training, quality assurance, and legal compliance purposes; Operate and manage IT and communications systems and facilities, allocate company assets and human resources, and undertake strategic planning and project management; Obtain legal advice and establish, exercise or defend legal rights, and act on collection and discovery requests in the context of litigation, government investigations or regulatory audits or inquiries; and Comply with law, legal process, investigations, internal policies and other requirements such as income tax deductions, monitoring, record-keeping and reporting obligations.
Changes to this CCPA Notice We may change or update this CCPA Notice from time to time. When we do, we will post the revised CCPA Notice on this web page with a new “Last Updated” date. Powered by Jazz HR
from pre-filtered leads that focus solely on HELOCs and Home Equity Loans. --- Competitive Compensation: Top agents have the potential to make 125 bps per loan funded. A top banker is expected to do 15 to 20 loans a month. An average banker will fund between 8 and 10 loans in a month.
--- Efficient Processes: Our average loan completion time is just 17 days, thanks to our use of AVMs instead of traditional appraisals. Ideal Candidate: --- Strong communication skills and a keen ability to grasp new products. --- Motivated to succeed financially in the evolving mortgage landscape. --- Prior experience in mortgage lending 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: Key Responsibilities: --- Work with warm transfers and fresh leads, averaging 8 to 10 leads daily --- Take applications --- Pitch qualified borrowers --- Once loans are sold, our processing staff takes over the file which allows you to concentrate on selling the next borrower --- Counsel
borrowers to understand the pros and cons of different loan products to determine which is best for them --- Ensure all phases of the loan process are performed in accordance with regulatory and company guidelines --- Oversee all customer interactions and ensure a smooth transaction by interfacing with realtors, processors, and underwriters --- Manage a large pipeline of loans to ensure your production meets our requirements --- Work closely with industry-related professionals to gather and prepare all necessary information to complete underwriting requirements Qualifications: --- Possess excellent written and verbal communication skills, superb interpersonal and customer service skills, and exceptional decision-making ability --- Strong understanding of HELOC/HELOAN guidelines and structuring --- Strong understanding of company loan policies and guidelines, as well as all federal and state regulations --- Current NMLS State License or Federal NMLS Registration 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!
Floating Cultural Holiday Medical, Dental, Vision, Life Insurance Flexible Schedules Parental Leave and Adoption Assistance programs Community Volunteer Opportunities" Top 50 Diversity Company" by Diversity Inc. Global 100 for Most Sustainable Corporations Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating new business relationships while maintaining/protecting Comerica's business interest.
Manage customer relations and new business development with a periodic review of existing loan commitments. Act as the bank's agent with respect to advising the client as to proper loan structure. Negotiate acceptable terms
for the bank and customer simultaneously even when goals conflict. Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management.
Accept special project assignments as assigned. Community Involvement. Position Qualifications Bachelor's Degree from an accredited university Completion of a Commercial Credit Training Program7 years of experience in commercial or private lending7 years managing a portfolio of clients7 years of experience financial sales San Francisco 3 Embarcadero8:00am - 5:00pm Monday - Friday%387008% %%finance%%
includes calling on small business customers with up to approximately $3 million in annual revenues with lending needs up to 100K (future will be up to $250K)The trusted advisor will be committed to new business development, conducting quality conversations to build rapport and discover unmet needs of customers, providing relationship servicing, and consistently enhance the partner referral processes by following best practices.
Position Responsibilities Customer Relationship Activities Service, execute and impact the customer relationship activities for the attraction, expansion, and retention of business customers. Provide effective customer onboarding and engagement by routinely strengthening
new and current customer relationships, introducing new and existing customers to Comerica's products and services, and addressing customer questions. Responsible for the acquisition and retention of business customers through partnership activities.
Lead portfolio management efforts to retain and expand current portfolio relationship and increasing the number of portfolio customers in the banking center. Lead and/or participate in community involvement to increase bank outreach with the community and COIs to foster new business customer relationships at the banking center. Proactively sets appointments and regular meetings with portfolio customers to build trust and identify needs. Comply
with company policies and procedures, regulations, and security procedures to serve customers and optimize customer satisfaction.
Customer Experience and Partnership Activities Proactively seeks to learn about new products, services, technologies, and customer service tactics. Enhance the customer experience by aligning customer needs with Comerica's values and practices that create tailored customer solutions. Manage servicing requests from customers in the assigned portfolio. Resolve complex customer complaints. Partner with defined Banking Centers to grow revenue and customer experience. Proactively identify opportunities to introduce customers to our small business, business banking, merchant services, and treasury management partners.
Preferred Skills Proven Sales and Marketing Skills Intermediate level computer competency including Microsoft Windows (Word, Excel and Outlook)Commercial Loan and Real Estate product knowledge Active Listening Skills Interpersonal Skills Critical Thinking/Problem Solving Proficient Presentation Skills Qualifications Bachelor's Degree from an accredited University or 4 years of relevant experience4 years in Consumer/Business financial services sales experience1 year experience with utilizing Microsoft Office products including Word, Excel and Power Point San Jose - Airport8:00am - 5:00pm Monday - Friday%387008% %%finance%%
cross trained in new account processes as deemed appropriate by the Service Manager and in conjunction with the sales and service needs of the branch. QUALIFICATIONS: Education and/or experience: Minimum one year of experience in bank operations preferred, but not required.
Cash handling experience in a bank or retail setting preferred. Ability to follow precise directions and learn banking equipment and software quickly. Present a professional image in dealing with clients, interdepartmental, and external representatives. KNOWLEDGE, SKILLS, ABILITIES REQUIRED: Communication skills: Good written and oral communication skills; ability to communicate effectively and project a professional
image when giving and taking information in writing, in person, and over the phone. Ability to respond effectively to the most sensitive inquiries or client complaints.
Reasoning Skills: Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Computer Skills: Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail. 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 this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Be able to handle large amounts of cash.
and issues promptly and professionally. ---Uphold and enforce all governmental, Casino-wide and Cage policies, procedures and processes. ---Uphold and enforce the safeguarding of confidential information and Cage assets. Monitor and control items received and released, as well as individual access, in and out of the Cage.
---Verify various Cage transactions, activities and processes for accuracy and proper execution and reporting. ---Service and maintain functionality of Cage equipment including ATMs and kiosks, and immediately report when repair work is needed. ---Ensure timely reporting and documentation of daily activities and irregular events to Shift Managers and above. ---Provide
recommendations to improve service and operational efficiencies. ---Assist Shift Managers with Team Member conflict and interpersonal issues in order to ensure a productive, professional, positive and fair working environment.
---Keep Shift Manager abreast of situations that may require disciplinary action and help provide overall performance feedback. ---Ensure timely pass-down of current and pertinent information to Cashiers. ---Develop and maintain good rapport and communication with other departmental Supervisors and Managers in order to affect positive results. Manage strong, professional, rapport and relationships with guests. ---Perform other duties as assigned. Education/Experience:
---High school diploma or equivalent is required, unless otherwise waived by Human Resources Management.
Associate's degree is preferred. ---One (1) year of Cage Cashier experience is required. Previous Main Bank Cashier/Vault Teller experience preferred. ---Excellent interpersonal communication, guest service, attention-to-detail and problem-solving skills. Must be able to work Nights, Weekends, and Holidays
the opportunity to experience first-hand the relationship banking environment that has defined Comerica's strong ties to clients, colleagues, and communities for over 170 years. Position Responsibilities: Portfolio Management Support Collect and monitor financial information.
Work with Portfolio Manager and Relationship Managers on client support. Sales Support Industry research. Preparation of marketing materials. Prospect identification. Project: Prospect Identification and Marketing Plan Development Work with the team to understand the target customer profile. Leverage resources such as Linked In, publications, etc. to identify prospects. Use industry research to develop value proposition
and marketing plan with the Relationship Manager. Create an introductory presentation for the prospect meetings. Commercial Underwriting Observe the process for spreading financial statements and underwriting loans.
Complete a special project to refine key Commercial Underwriting resources. Interns will also have opportunities to: Have an experienced Relationship Manager as a mentor Observe how new business is generated through referrals, prospecting, and networking Network with executives within the Commercial Bank division Meet with leaders within the Credit organization Meet with product partners to learn about Treasury Management, Global Capital Markets, and International Trade Finance
solutions Participate in training opportunities offered by Comerica Position Qualifications: Rising College Senior Status; Must be within 12 months of graduation (Grad year 2025)Accounting, Finance, Business major preferred Overall GPA of 3.0 or above Two Accounting courses completed with 3.0 average Six months experience Microsoft Office products, Word, and Excel The ability to work independently as well as in a team environment Excellent communication and interpersonal skills Previous customer service and sales experience preferred This position is not eligible for sponsorship.
Must have indefinite employment authorization San Jose Main Monday - Friday; 8 am - 5 pm%387008% %%uncategorized%%
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 Operations Supervisor Associate in Lancaster, CA. Essential Functions: Travels to various branches and departments acting as a temporary Customer Service Manager.
Responsible to open and close branch, create reports, give approvals on branch operations capacity. Manages the day-to-day activities of the branch including the teller line, new accounts and all aspects of inside sales. Handles any issues, in person and/or over the phone. Some regional travel required. Must be able to provide own transportation to drive to and from assignments. May be required to lead or supervise branch staff. Driving is an
essential function of this role and as such, employees must have a valid driver's license and good driving record.
Other duties as assigned. Qualifications: Requires a Bachelor's degree and some experience in branch banking or operations or other directly related experience. A combination of education and experience may meet job requirements. Basic knowledge of branch operations, policies, procedures. Knowledge of branch financial products and services. Ability to function in performing multiple branch job responsibilities. Solid customer service and communication skills. Good leadership skills. 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 $68,400 - $73,000 annually depending on job-related factors such as level of experience.
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