Client Service Manager (Burbank, CA) Mission Valley BankClient Service Manager (Burbank, CA)Burbank, CAFull timeAdditionally, you will bring:AA Degree preferred or equivalent experience requiredMinimum of 3 - 5 years of experience in bank operations with knowledge of banking regulations requiredMinimum of 3 - 5 years of leadership experience, supervising employees requiredComplete knowledge and understanding of bank operations, policies and proceduresClient centric approach to proactive client service and needs-based sellingMust be experienced and proficient in the use of various core banking system softwareExcellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the communityGeneral Mathematics and AccountingMust be able to assess any given situation, make decisions and bring to a successful resolutionMust have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc. This includes understanding all responsibilities outlined under the banks AML, BSA and OFAC Programs, participating in any required training and promptly complying with all reporting requirementsResponsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates, for themselves and their branch teamBring any suspicious activity to the attention of a supervisor, or the BSA OfficerFollow all bank policies and procedures to ensure compliance with all laws and government regulationsEnsure compliance with CRA and CDFI outreach programsProactive Core Deposit Generation via new Client Relationship Acquisition, Client Relationship Retention and Client Relationship ExpansionMaintain up to date knowledge and train others on products, services, departmental systems and related technology, policies and procedures, etc.
Senior Operations Manager WorkwaySenior Operations ManagerMurrieta, CA$160,000–$185,000 / yearCurrently, we have a Senior Operations Manager opportunity with a California-based community bank headquartered in Murrieta, CA dedicated to helping local businesses, entrepreneurs, and individuals achieve their financial goals through relationship-focused banking. #Banking #Operations #BankingManagemetn #OperationsManagement #CommunityBanking #CSS
NewOperations Analyst in Brea, CA 92821 Amicis GlobalOperations Analyst in Brea, CA 92821Brea, CA$43Makes 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. Job Title: Operations Analyst Location: Brea, CA 92821 Duration: 12 Months Kindly help me out with your most updated resume Summary: Reporting to the Branch Service Manager, the New Accounts Representative is responsible for processing a variety of new accounts for customers including checking, IRA, CD, and others.
New Accounts Representative eTeam Inc.New Accounts RepresentativeBrea, CA$28–$32 / hourMakes 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. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments in a timely manner.
Operations Analyst RSC SolutionsOperations AnalystBrea, CAMakes 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. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments in a timely manner.
NewTreasury Manager Macpower Digital Assets Edge Private LimitedTreasury ManagerSan Jose, CA$100 / hourKey Responsibilities: Capital Markets & Investment Management: Manage and execute the corporate investment portfolio and FBO (For Benefit Of) customer funds portfolio in line with investment policy, liquidity, and risk parameters. This position manages cash and investment portfolios, optimizes float and interest income, and supports global payments through effective foreign exchange (FX) and treasury strategies.
Accounting Manager - To 125K - Los Angeles, CA - Job 3754 The Symicor GroupAccounting Manager - To 125K - Los Angeles, CA - Job 3754Los Angeles, CA$125,000The position is responsible for the accounting operations of the Bank, to include assisting in the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the Bank’s reported financial results, and ensure that reported results comply with generally accepted accounting principles, as well as state and federal banking regulations. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
Wire Specialist WorkwayWire SpecialistIrvine, CABank #CommercialBank #Wires #WireProcessing #CSS #DomesticWires #InternationalWires. Preferred qualifications for the position include : Experience with wire processing, payment operations, or other high-volume banking transactions is highly desirable.
Operations Services Supervisor (Teller Manager) First Citizens BancShares IncOperations Services Supervisor (Teller Manager)San Pablo, CAOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank.
NewSenior Relationship Manager MRISpokaneSenior Relationship ManagerEl Segundo, CA$160,000–$200,000 / yearTotal compensation will reflect the candidate's ability to generate profitable commercial relationships, grow deposits, manage credit responsibly, and contribute to the broader success of the banking team. A well-established California commercial bank is selectively recruiting a Senior Relationship Manager to join a high-performing commercial banking team in the greater Los Angeles market.
Business Banking Market Manager Sunwest BankBusiness Banking Market ManagerIrvine, CaliforniaSedentary: Limited activity, no lifting, limited walking Moderate: Mostly standing, walking, bending, frequent lifting Light: Office work, some lifting, bending, stooping or kneeling, walking Arduous: Heavy lifting, bending, crawling, climbing The Fine Print. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures.
Banking Operations Processor WorkwayBanking Operations ProcessorLos Angeles, CA$20.50–$22.50 / hourAs a certified Community Development Financial Institution (CDFI), the Bank focuses on expanding access to affordable financial services, promoting financial literacy, and helping individuals and businesses build long-term wealth. Your specific duties will include: Monitoring and processing checks received through remote deposit, posting incoming wire transfers, and managing online banking access, remote deposit access, and transaction limits.
NewSenior Program Manager - Project Governance GTT, LLCSenior Program Manager - Project GovernanceOakland, CAWith roughly 25,000 employees, the organization operates some of the most complex energy infrastructure in the country transmission lines, pipelines, substations, and generation facilities and is at the center of the energy sector's rapid transformation, managing the intersection of traditional infrastructure and emerging clean energy solutions. That dynamic environment creates genuine learning and growth opportunities for engineers, technologists, tradespeople, program managers, project controls specialists, business analysts, and governance professionals who are drawn to the weight and purpose of keeping millions of Californians powered every day.
Banking Center Officer Community West BancsharesBanking Center OfficerRoseville, CA$30–$36 / hourJob Summary and Scope of Responsibility: Perform various functions in support of branch operations and assist clients with new accounts, consumer/small business lending applications, branch services and account transactions. Schedule and manage the completion of required branch operational activities, including cash dispensers/recyclers, cash drawer limits, audits, certifications, transaction reporting, troubleshooting, etc.
Vice President, Specialty Deposit Portfolio Manager Western Alliance BancorpVice President, Specialty Deposit Portfolio ManagerSan Diego, CA$140,000–$176,894 / yearWorks with Relationship Manager, Juris Banking Director of Deposit Operations, Specialty Deposit Operations, TM Sales, and WAB legal team to execute appropriate agreements and establish accounts, May include assistance with collecting necessary onboarding documentation. You will document client interactions through the Bank's CRM platform, and will work with sales, relationship management, client service/operations employees, and legal department to onboard, service and manage these specialty deposits.
Bank Operations Services Supervisor (Teller Manager) First Citizens BankBank Operations Services Supervisor (Teller Manager)San Francisco, California$25.24–$38.70 / hourFull timeQualifications: Bachelor's Degree and 1 years of experience in Financial services, customer service, bank operations, or branch operations management OR High School Diploma or GED and 5 years of experience in Financial services, customer service, bank operations, or branch operations management. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Bank Compliance BSA Analyst WorkwayBank Compliance BSA AnalystMurrieta, CA$28–$32 / hourEscalate potential concerns, including check kiting, structured cash deposits, significant balance changes, certificate of deposit purchases, wire transfers, ACH transfers, monetary instrument sales, and new account openings, to the BSA Officer or Compliance Manager. Currently, we have a BANKING COMPLIANCE BSA ANALYST PART-TIME opportunity with a California-based community bank headquartered in Murrieta, CA dedicated to helping local businesses, entrepreneurs, and individuals achieve their financial goals through relationship-focused banking.
Coordinator II-Accounting (Accounts Receivable & Treasury Operations) Associated Students, Inc.Coordinator II-Accounting (Accounts Receivable & Treasury Operations)San Luis Obispo, CAThe Coordinator II—Accounting (Accounts Receivable & Treasury Operations) provides advanced accounting oversight and operational leadership for ASI’s accounts receivable, point-of-sale, cash management, and related revenue functions. The role ensures accurate and timely revenue recording, cash activity, and financial processing in compliance with CSU, Cal Poly, GAAP, and IRS requirements, while supporting organizational integrity through strong internal controls, process evaluation, and continuous improvement.
Operations Services Supervisor Target First Citizens BancShares IncOperations Services Supervisor TargetSan Francisco, CA$25.24–$38.70 / hourBachelor''s Degree and 1 years of experience in Financial services, customer service, bank operations, or branch operations management OR High School Diploma or GED and 5 years of experience in Financial services, customer service, bank operations, or branch operations management. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Manager, Banking Operations Brex IncManager, Banking OperationsSan Francisco, CARemote$119,328–$149,160 / yearIf you're excited by leading great people, solving hard operational problems, and building systems that help Brex move faster without compromising quality or compliance, this is a high-impact role with real room to shape how Banking Operations scales. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly.