Relationship Manager Columbia Banking System IncRelationship ManagerRiverside, CA$120,000–$200,000 / yearMaintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Community Banking Supervisor Provident Financial Holdings, Inc.Community Banking SupervisorCorona, CA$24–$30 / hourConfidently possesses sufficient product knowledge and seeks opportunities to explain, promote, or sell/cross-sell benefits of bank services and products to customers, while providing quality customer service. Assists in the reviews of previous operational audits and results of branch audits by Internal Audit Department to ensure all corrections have been completed; maintains appropriate follow-up action of all such deficiencies to ensure non-reoccurrence.
Community Banker II Provident Financial Holdings, Inc.Community Banker IIHemet, CAMay assist the Branch Service/Operations Manager and/or the Community Banking Manager in the establishment of monthly staff meetings, including training other staff members in cross-selling bank products and "asking for the relationship.". Confidently possesses sufficient product knowledge and seeks opportunities to explain, promote, or sell/cross-sell benefits of bank services and products to customers, while providing quality customer service.
Client Banking Officer (Temporary up to 90 days) Banc of CaliforniaClient Banking Officer (Temporary up to 90 days)Santa Ana, CaliforniaWorks daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity.
Client Banking Officer Banc of CaliforniaClient Banking OfficerSanta Ana, CaliforniaWorks daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity.
Private Client Services Officer Banc of CaliforniaPrivate Client Services OfficerSanta Ana, CaliforniaPerforms daily operational and account servicing activities, including account maintenance, transaction review, reconciliation, exception processing, fraud monitoring, research requests, stop payments, debit card maintenance, mobile deposit administration, Remote Deposit Capture (RDC) support, and other servicing functions. The position performs a broad range of operational and client service functions, including onboarding new deposit accounts and serving as a subject matter expert in treasury management products and services for consumer and business clients with varying levels of complexity.
Vice President, Portfolio Management- ABL/Tech Western Alliance BancorpVice President, Portfolio Management- ABL/TechCosta Mesa, CA$121,870–$150,546 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
HOA Account Servicing Specialist - New Accounts Specialist Banc of CaliforniaHOA Account Servicing Specialist - New Accounts SpecialistBrea, CaliforniaAs the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses.
NewVP, Analytics Engineering Banc of CaliforniaVP, Analytics EngineeringSanta Ana, CaliforniaReporting to the VP, Data Engineering & Delivery Manager, this hands-on, player-coach leadership role oversees a small team and works alongside engineers while partnering across the broader data organization and the business. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
NewCustomer Relationship Officer - Placentia Banc of CaliforniaCustomer Relationship Officer - PlacentiaPlacentia, CaliforniaResponsive; establishes and maintains relationships internally and externally by understanding needs; can resolve many different issues and de-escalate situations, while knowing who to bring in when needed; can guide and support tellers in client resolution questions is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Operations 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.
Client Officer Senior City National BankClient Officer SeniorAnaheim, CaliforniaRemote$24.46–$36.69 / hourFull timeSAFE Act Registration; Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.
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.
VP, Underwriter Banc of CaliforniaVP, UnderwriterSanta Ana, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Loan types primarily include delayed draw term loans and lines of credit may include asset-based lending, term loans, commercial real estate loans, bridge loans, guidance lines, buy and sell side syndicated credits, and cash flow reliant facilities.
VP, Assistant Controller Banc of CaliforniaVP, Assistant ControllerSanta Ana, CaliforniaEstablish and maintain strong working relationships with the Controllership team, Human Resources, Financial Reporting, Treasury, FP&A, Enterprise Risk, Corporate Real Estate and Business Operations to support business knowledge transfer, strategic initiatives and improve financial processes. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
NewOfficer, Senior Loan Administrator Banc of CaliforniaOfficer, Senior Loan AdministratorBrea, CaliforniaAs the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses.
New Accounts Representative eTeam Inc.New Accounts RepresentativeBrea, 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.
Service Officer BBCN BankService OfficerIrvine, CACollaborate with the Branch Manager, Operations Manager and Premier Banking Officer to support customer retention and expansion efforts, helping to grow the branch's customer base. Assist with teller duties at least 25% of their time including peak hours or staff shortages, processing transactions such as deposits, withdrawals, transfers, and other routine transactions with efficiency.
Service Officer Bank of HopeService OfficerIrvine, CACollaborate with the Branch Manager, Operations Manager and Premier Banking Officer to support customer retention and expansion efforts, helping to grow the branch's customer base. Assist with teller duties at least 25% of their time including peak hours or staff shortages, processing transactions such as deposits, withdrawals, transfers, and other routine transactions with efficiency.
Business Banker Chino Commercial BankBusiness BankerChino, CA$70,304–$75,000 / yearOpen new accounts, both business and personal by assigning account numbers; completes forms requiring customer signature(s); checks Chexsystem history; accepts initial deposits; prepares all documents and items pertaining to business and personal 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.