Consumer Loan Processing Supervisor Patelco Credit UnionConsumer Loan Processing SupervisorDublin, CaliforniaFull timePatelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures .
Wealth Management Private Banker Fremont BankWealth Management Private BankerFremont, California$92,500–$127,500 / yearFull timeThis includes conducting comprehensive needs assessments, providing personalized financial advice, and actively developing new business opportunities with high-net-worth business and consumer clients. This individual will manage a portfolio of clients, recommend appropriate financial products, and ensure the delivery of tailored banking, credit/borrowing, and investment solutions aligned with each client’s goals.
Retail Relationship Banker Bank of MontrealRetail Relationship BankerFremont, CA$45,900–$75,900 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Senior Compliance Analyst Westamerica BancorporationSenior Compliance AnalystFairfield, CA$70,304–$75,352 / yearMaintain a strong working knowledge of all deposit and lending related regulatory compliance laws, regulations, regulatory guidance, and industry best practices by reviewing industry publications, receiving/attending compliance training, and networking with professional advisors, experts and peers. Ensure assigned business units comply with applicable deposit and lending laws, regulations, rules, and have appropriate operating controls to mitigate risk/ Assists the business units with developing and revising compliance-related practices, procedures and controls where needed.
Associate Banker BMO (Bank of Montreal)Associate BankerSan Lorenzo, CA$43,100–$58,300 / yearProbes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Roving Personal Banker Greater Vine District Wells Fargo & CoRoving Personal Banker Greater Vine DistrictFairfield, CA$23–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Client Service Representative II United Business BankClient Service Representative IIPleasanton, CARemoteThe Client Service Representative II (CSR II) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. They perform a broad variety of Consumer New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems.
Client Service Representative II Bay Commercial BankClient Service Representative IIPleasanton, CARemoteThe Client Service Representative II (CSR II) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. They perform a broad variety of Consumer New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems.
Teller - 20 Hours Columbia BankTeller - 20 HoursConcord, CaliforniaExamples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc. 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.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorWalnut Creek, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
NewTeller - 30 Hours Columbia BankTeller - 30 HoursWalnut Creek, California$18–$23 / hourExamples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc. 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.
Premier Client Specialist BMO (Bank of Montreal)Premier Client SpecialistBerkeley, CA$63,300–$117,200 / yearWorks collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
Lead Center Coordinator The Stepping Stones Group LLCLead Center CoordinatorFremont, CA$65,000–$75,000 / yearCenter-Based ABA Therapy. Summer Intensive Program.
Teller - 20 Hours Columbia Banking System, Inc.Teller - 20 HoursConcord, CA$18–$23 / hourExamples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc. 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.
Senior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorWalnut Creek, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
NewTeller - 30 Hours Columbia Banking System IncTeller - 30 HoursWalnut Creek, CA$18–$23 / hourExamples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc. 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.
Junior Business Systems Analyst OE Federal Credit UnionJunior Business Systems AnalystLivermore, California$95,425–$115,558 / yearFull timeTo perform this job successfully, you must be able to satisfactorily perform each of the following under direct supervision from your manager: Assist in writing specifications for vendor changes or internal development, offering solution options based on analysis. Associates degree in an applicable field AND minimum 1 year of work experience in a Lead-level role OR High School Diploma/GED AND minimum 3 years of work experience in a similar role.
Real Estate Lending Processor I OE Federal Credit UnionReal Estate Lending Processor ILivermore, California$25.28–$26.85 / hourFull timeSupport customers and call center, branch and other real estate lending employees by: o Responding to mortgage lending questions; o Discussing financial and credit data and customer financing objectives; o Advising on mortgage product and pricing options that address the defined financing objectives; and. You will be responsible for developing, expanding and maintaining the credit union’s relationship with members by efficiently processing and collecting and completing loan conditions and providing resulting credit decisions and loan pricing information to members.
Business Development Operations Jr. Lead/Lead OE Federal Credit UnionBusiness Development Operations Jr. Lead/LeadLivermore, CA$83,571–$100,836 / yearPartner with the Business Development Manager in the creation, implementation, ongoing ownership and continuous improvement of new Business Development processes, systems, and tools to optimize the department and drive long-term success while ensuring that OE Federal remains within regulatory compliance. Associates degree in an applicable field AND minimum 4 years of work experience in a similar role OR High School Diploma/GED AND minimum 6 years of work experience in a Lead-level role.
NewProduct Marketer I/II OE Federal Credit UnionProduct Marketer I/IILivermore, CaliforniaFull timeTo succeed in the position, you must be able to satisfactorily perform common, uncommon and complex occurrences of each of the following under general supervision from your manager: Serve as day-to-day strategic partner to functional areas and the branch network: build marketing plans/campaigns that achieve key business outcomes. Experience working cross-functionally as a key marketing lead to drive enterprise wide marketing work/complete projects (build plans, deliver work, measure results).