22 Banking jobs

Job Description The Rabobank, N.A. Ag Relationship Manager is responsible to originate,  close, and service new and existing business in the market segment assigned, and for portfolio and risk management coordination with different areas within the bank. Actively develops and participates in a business development program to obtain new loans, deposits, and fee-based business. Cross-sells corporate financial products, including cash management, leasing, and treasury management services with profitability objectives. Works independently and in partnership with Financial Analysts and Loan Process Coordinators, and oversees underwriting and structuring of loans. Although supported by analysts, this position is ultimately responsible for credit quality and proper loan structure. Incumbent must understand credit needs of the client, and be able to recommend proper credit structure to meet client's financial needs. Participates in industry groups and community, civic events to promote Bank products and services. Qualifications The successful candidate will possess the following: Undergraduate degree in Business Administration, Accounting, Finance, or AG related field preferred plus 3 years of lending experience; or High School diploma with minimum of 9 years of progressively responsible lending and business development experience, preferably in an AG capacity Must be able to negotiate, structure, and underwrite loans, make solid credit recommendations, and manage credit risk Proficient with MS Word, and MS Excel Possess excellent human relations, communications, and business writing skills Ability to work effectively without direct supervision Ability to comprehend and interpret Bank policies and procedures Possess effective time management and organizational skills Demonstrates teamwork in facilitating workflow High level of cooperation with others and is responsive to the Bank's needs Exemplary motivation, enthusiasm, professionalism, and team skills High level of accuracy and great attention to detail Strong analytical and problem solving skills Possess full knowledge of retail banking services Ability to make administrative decisions Demonstrates with excellent customer service skills Ability to cope with pressure resulting from meeting required deadlines, reporting requirements, and training responsibilities Ability to make sound decisions for the Bank when utilizing signing authority Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive customer or employee information Ability to handle constant use of tact, discretion, and good judgment       All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status. Job Duties Responsibilities will include and are not limited to the following: Portfolio management, establishing key relationships, business development, and promotion of the full range of Rabobank's services and products (i.e. cash management/ treasury products, trust services, swaps, etc.) Manages existing loans to ensure complete compliance with terms of approval and Rabobank, N.A.'s credit policy Follows existing loans to ensure complete compliance with terms approval; manages delinquencies at an acceptable level Develops a network of prospective client referral sources through community and business development activities Effectively represents the Bank while calling on potential or existing customers to develop new business and expand client relationships Interviews applicants to obtain sufficient information concerning their specific projects, financial needs, and goals to make acceptable risk determinations for proposed Bank loans Initiates promotion of other Bank products and services to strengthen client relationships Develops close working relationship with other divisional partners such as Retail Banking, REIG, Trust Services, Global Financial Markets, Equipment Leasing, and Treasury Services Makes credit solution recommendations Credit underwriting processes Understanding quality of the credit portfolio Timely recognition and reporting of potential credit issues Ensure the credit has accurate risk grading Works closely with credit administrators, financial analysts, and other support personnel to assure high level of quality in each credit application presented for approval Reviews and approves annual loan reviews completed by analysts, and ensures reviews are completed in a timely fashion Evaluates customer's needs, assesses customer's eligibility and suitability for certain products and negotiates acceptable product solutions utilizing product specialists as needed Gives financial and counsel to clients and prospective clients on RNA products Performs all other duties as assigned by supervisor Alexander Rosario

Job Description The Rabobank, N.A. Ag Relationship Manager is responsible to originate,  close, and service new and existing business in the market segment assigned, and for portfolio and risk management coordination with different areas within the bank. Actively develops and participates in a business development program to obtain new loans, deposits, and fee-based business. Cross-sells corporate financial products, including cash management, leasing, and treasury management services with profitability objectives. Works independently and in partnership with Financial Analysts and Loan Process Coordinators, and oversees underwriting and structuring of loans. Although supported by analysts, this position is ultimately responsible for credit quality and proper loan structure. Incumbent must understand credit needs of the client, and be able to recommend proper credit structure to meet client's financial needs. Participates in industry groups and community, civic events to promote Bank products and services. Qualifications The successful candidate will possess the following: Undergraduate degree in Business Administration, Accounting, Finance, or AG related field preferred plus 1 year of lending experience; or High School diploma with minimum of 7 years of progressively responsible lending and business development experience, preferably in an AG capacity Must be able to negotiate, structure, and underwrite loans, make solid credit recommendations, and manage credit risk Proficient with MS Word, and MS Excel Possess excellent human relations, communications, and business writing skills Ability to work effectively without direct supervision Ability to comprehend and interpret Bank policies and procedures Possess effective time management and organizational skills Demonstrates teamwork in facilitating workflow High level of cooperation with others and is responsive to the Bank's needs Exemplary motivation, enthusiasm, professionalism, and team skills High level of accuracy and great attention to detail Strong analytical and problem solving skills Possess full knowledge of retail banking services Ability to make administrative decisions Demonstrates with excellent customer service skills Ability to cope with pressure resulting from meeting required deadlines, reporting requirements, and training responsibilities Ability to make sound decisions for the Bank when utilizing signing authority Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive customer or employee information Ability to handle constant use of tact, discretion, and good judgment   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status. Job Duties Responsibilities will include and are not limited to the following: Portfolio management, establishing key relationships, business development, and promotion of the full range of Rabobank's services and products (i.e. cash management/ treasury products, trust services, swaps, etc.) Manages existing loans to ensure complete compliance with terms of approval and Rabobank, N.A.'s credit policy Follows existing loans to ensure complete compliance with terms approval; manages delinquencies at an acceptable level Develops a network of prospective client referral sources through community and business development activities Effectively represents the Bank while calling on potential or existing customers to develop new business and expand client relationships Interviews applicants to obtain sufficient information concerning their specific projects, financial needs, and goals to make acceptable risk determinations for proposed Bank loans Initiates promotion of other Bank products and services to strengthen client relationships Develops close working relationship with other divisional partners such as Retail Banking, REIG, Trust Services, Global Financial Markets, Equipment Leasing, and Treasury Services Makes credit solution recommendations Credit underwriting processes Understanding quality of the credit portfolio Timely recognition and reporting of potential credit issues Ensure the credit has accurate risk grading Works closely with credit administrators, financial analysts, and other support personnel to assure high level of quality in each credit application presented for approval Reviews and approves annual loan reviews completed by analysts, and ensures reviews are completed in a timely fashion Evaluates customer's needs, assesses customer's eligibility and suitability for certain products and negotiates acceptable product solutions utilizing product specialists as needed Gives financial and counsel to clients and prospective clients on RNA products Performs all other duties as assigned by supervisor Alexander Rosario

Job Description The Rabobank, N.A. Platform System Engineer is responsible for the installation, performance, efficiency, and operation of all compute systems in the US Regional Data Centers, as well as storage and back up technologies, disaster recovery strategies, and technologies that support disaster recovery of products and services. Qualifications The successful candidate will possess the following: High School diploma or equivalent with 3-5 years of experience in Information Technology Operations or Engineering. Intermediate knowledge of MS Office (2010/2013). Experience working in a regulated or secure Data Center environment. MCSE or equivalent experience. Advanced knowledge of current Windows Server and Linux operating systems. Advanced knowledge of x86 Server Architecture and hardware components (HP, Dell). Advanced knowledge and experience of virtualization platforms (Hyper-V, VM Ware). Experience managing hardware vendors for items such as Server Maintenance, Storage Solutions, Tape Library Issues, SharePoint Issues, etc. Familiarity with storage technologies and Microsoft Windows clustering with SAN storage. Knowledge of ITIL principles, Citrix Xenapp, Linux commands, SAN and NAS storage systems, replication and backup tools (i.e. Symantec Backup Exec, Double-Take), shell scripting, and security features desirable.  HTF All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status. Job Duties Responsibilities will include and are not limited to the following: Ability to quickly identify cause of technical problems and provide resolution. This position provides technical deliverables related to the implementation of the application and application enhancements and liaison with Developers, Application Support, Infrastructure and Security. This position has responsibility to assess, make analytical decisions, and develop implementation/upgrade roadmap for the specific technology functional domain, in accordance with global, regional, and local initiatives. Must have the ability to quickly identify cause of technical problems and provide resolution. Expert in identified technical domain, providing a point of escalation to the IT Service Desk as well as other System Administrators. Assist with the evaluation, selection, and development of platform services. Provide technical leadership at all times. Liaise with Data Center providers and Global Operations to develop and maintain automation, monitoring, and processes to assure operational uptime and efficiency. Ability to manage multiple projects simultaneously. Ability to follow procedures and documentation in problem resolution. Develop clear and concise documentation for end users, support teams, and management. Rotational on-call responsibility. Demonstrates ability to grasp and use new technology concepts. Friendly presence and helpful attitude; good interpersonal skills and ability to work well with others. Must be familiar with and comply with laws, regulations and internal policies and procedures that are applicable to required job duties. Ability to work in a "team" environment. Alexander Rosario

Job Description The Rabobank, N.A. Customer Service Representative - Customer Care is responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals . Provides outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handles a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals. Uses knowledge of bank products and services and effective skills to identify and make referrals to meet customers' needs. Performs calls and chats and completes transactions in compliance with regulatory and bank policies and procedures with adherence to bank security policies and confidentiality of bank records and customer information. Qualifications The successful candidate will possess the following: High School Diploma or equivalent required. Minimum of 2 years as a call center representative with referral and service functions, or customer service representative or financial service representative in a financial institution, with demonstrated communication skills and telephone aptitude. Good knowledge of bank operations, retail banking products, and banking regulations pertaining to financial transactions is highly preferred. Strong proficiency with MS Word, MS Excel, MS Outlook. Minimum typing speed of 50 WPM. Possess excellent human relations and communications skills. Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation. Able to cope with pressure resulting from meeting required productivity levels and deadlines.   Able to protect and maintain confidential information.  Professional in appearance and in verbal communication. Demonstrate teamwork in facilitating workflow. High level of cooperation with others and responsive to the Bank's needs. High level of accuracy and great attention to detail. Consistently demonstrate tact and discretion. Demonstrate excellent customer service skills.  Able to comprehend and interpret Bank policies and procedures. Knowledge of or ability to learn retail products and services.   SM1 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status. Job Duties Responsibilities will include and are not limited to the following: Supports the contact of bank customers and prospects through phone or electronic and chat channels to market an array of financial products and services. May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments. Utilizes chat library and other tools to communicate with customers in accordance with the bank compliance and other processes. Meets required referral goals per day or work shift. Identifies cross-selling opportunities and recommends other banking products to existing customers. Provides telephone support for customers requiring assistance with both traditional and electronic banking products. Uses effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs. Maintains a solid understanding of the products and services being offered. Uses judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact. Collects information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Completes research and resolves documentation errors or discrepancies.  Forwards more complex problems to management, as required. May be required to open accounts or set up banking services and perform maintenance functions. Performs data processing related duties including data entry and data retrieval. Performs other operational support tasks as required. Completes reports of completed chats or calls or other data, as required, accurately and timely. Maintains accurate, thorough and concise customer communications records. Assists other departments as necessary.  Communicates and interfaces with other departments to resolve customer relations issues. Follows up on progress of resolution to ensure customer satisfaction. Performs all other job duties as assigned by supervisor. Alexander Rosario

Job Description The Rabobank, N.A. Financial Analyst is responsible for underwriting and risk analysis of credit requests within assigned business line. Performs independent, objective, and detailed financial and collateral analysis of credit requests. In collaboration with relationship manager, responsible for structuring transactions, developing credit recommendations, and loan portfolio monitoring including covenant compliance. Independently classifies loan performance and recommends risk rating. Completes credit applications as assigned. Performs annual reviews as required on all credit relationships. Notes significant trends and recommends policy changes if necessary. Collaborates with stakeholders on credit related matters to ensure expeditious processing and improve client experience. Qualifications The successful candidate will possess the following: Undergraduate degree in Business, Accounting, Economics, or related field preferred with 2-4 years related accounting or financial statement analysis/lending experience; or equivalent combination of education and experience required Proficient with MS Word, MS Excel, MS Outlook and Internet Adept at utilizing financial software programs and other databases integral to compiling financial and collateral analysis spreads Must demonstrate excellent customer service skills with ability to communicate tactfully and listen attentively to the customer Possess good human relations, communications, and business writing skills High level of accuracy and great attention to detail Strong analytical and problem solving skills Able to make and support sound decisions Possess effective time management and organizational skills Able to cope with pressure resulting from meeting required deadlines and reporting requirements Demonstrate teamwork in facilitating workflow High level of cooperation with others and responsive to the Bank's needs Consistently demonstrate tact, discretion, and good judgment Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information Able to work effectively without direct supervision Able to comprehend and interpret Bank policies and procedures Must be able to travel throughout bank's footprint to perform duties (less than 25%)     All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status. Job Duties Responsibilities will include and are not limited to the following: Conducts detailed, independent financial and collateral analysis on credit requests. Evaluates business plans, projections, operating records, and financial statements. Evaluates all types of collateral in relation to feasibility of transaction, market/industry conditions and loan structure. Supports conclusions based on factual data. Effectively communicates information and analytical results to stakeholders In collaboration with the relationship manager, identify risks of loan structure and participates in discussions with credit risk as required Identifies risks associated with each loan and mitigations to risks. Generates and recommends risk ratings Interprets and applies Bank policies, governmental regulations, and accounting theory Prepares reports and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts Performs industry research in various market areas to support transaction Participates on client calls and/or client relationships with relationship managers as assigned Performs all other job duties as assigned by supervisor Alexander Rosario

Job Description The Operations Manager manages a medium to large operation with multiple units and/or multiple sites, taking a leadership role in the group, area, or function. Typically manages subordinate managers or teams. Receives general instructions regarding the scope of assignments but has flexibility in determining the priority and ordering of assignments. Judgment is exercised in interpreting practices and procedures and resolving most work problems.   Plans, directs, organizes and controls activities of the Operations Team in order to maintain appropriate levels of customer service, and operational efficiency while meeting all regulatory requirements.   Established and maintains relationships with lines of business (LOBs) across all areas of the Bank to be kept informed of any activities that could impact bank operations and ensure agreed upon service levels are being met.   Provides Bank Operations Executive and Senior Management information and analysis of overall production and incident activities on a monthly basis. Understands how the department is performing by monitoring the business activity of all units under the bank Operations umbrella. Job Duties Directly supervises employees while overseeing assigned function(s). Carries out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; managing and appraising performance; coaching and development; addressing complaints and resolving problems. Sets and communicates clear goals while driving for results and creating a high-performing workforce. Works independently on complex issues and projects. Responsible for ensuring new procedures, and/or other changes are proposed and implemented to improve bank-wide customer service levels. Ensures transaction processing is in compliance with related federal and state regulations. Conducts regular staff and training meetings. Organize and complete work accurately and in accordance with established measures/deadlines and assigned goals. Performs all other job duties as assigned by supervisor. Qualifications A high school diploma or equivalent with a minimum of 8 years experience managing functional area of banking operations; or equivalent combination of education and experience. Advanced knowledge of functional area of products, services, operational policies and procedures, and compliance regulations. The ability to effectively resolve the most complex issues as they arise.     All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status.   Alexander Rosario

Job Description The Rabobank, N.A. Financial Analyst is responsible for underwriting and risk analysis of credit requests within assigned business line. Performs independent, objective, and detailed financial and collateral analysis of credit requests. In collaboration with relationship manager, responsible for structuring transactions, developing credit recommendations, and loan portfolio monitoring including covenant compliance. Independently classifies loan performance and recommends risk rating. Completes credit applications as assigned. Performs annual reviews as required on all credit relationships. Notes significant trends and recommends policy changes if necessary. Collaborates with stakeholders on credit related matters to ensure expeditious processing and improve client experience. Qualifications The successful candidate will possess the following: Undergraduate degree in Business, Accounting, Economics, or related field preferred with 2-4 years related accounting or financial statement analysis/lending experience; or equivalent combination of education and experience required Proficient with MS Word, MS Excel, MS Outlook and Internet Adept at utilizing financial software programs and other databases integral to compiling financial and collateral analysis spreads Must demonstrate excellent customer service skills with ability to communicate tactfully and listen attentively to the customer Possess good human relations, communications, and business writing skills High level of accuracy and great attention to detail Strong analytical and problem solving skills Able to make and support sound decisions Possess effective time management and organizational skills Able to cope with pressure resulting from meeting required deadlines and reporting requirements Demonstrate teamwork in facilitating workflow High level of cooperation with others and responsive to the Bank's needs Consistently demonstrate tact, discretion, and good judgment Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information Able to work effectively without direct supervision Able to comprehend and interpret Bank policies and procedures Must be able to travel throughout bank's footprint to perform duties (less than 25%) IND1 SM1 HTF #LI-KH   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status. Job Duties Responsibilities will include and are not limited to the following: Conducts detailed, independent financial and collateral analysis on credit requests. Evaluates business plans, projections, operating records, and financial statements. Evaluates all types of collateral in relation to feasibility of transaction, market/industry conditions and loan structure. Supports conclusions based on factual data. Effectively communicates information and analytical results to stakeholders In collaboration with the relationship manager, identify risks of loan structure and participates in discussions with credit risk as required Identifies risks associated with each loan and mitigations to risks. Generates and recommends risk ratings Interprets and applies Bank policies, governmental regulations, and accounting theory Prepares reports and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts Performs industry research in various market areas to support transaction Participates on client calls and/or client relationships with relationship managers as assigned Performs all other job duties as assigned by supervisor Alexander Rosario

Job Description The Rabobank, N.A. Customer Service Representative performs teller transactions in compliance with regulatory and bank policies and procedures and adherence to bank security policies and confidentiality of bank records and customer information.  Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products, provides excellent customer service.  Duties may include safe deposit, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop. Qualifications Successful candidates will possess the following: High School diploma or equivalent required.  One-year prior customer service, banking / retail sales, and cash handling.  Must possess good interpersonal skills to represent the Bank to customers and to the public. Ability to protect and maintain confidential information. Professional in appearance and in verbal communication. Math aptitude -- requires the ability to count cash/coin. Requires attention to detail and the ability to interpret a variety of instructions furnished in written and oral forms. Ability to work a schedule that includes working evening, weekends, and some holidays.   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status. Job Duties Responsibilities will include and are not limited to the following: Performs routine office and customer services duties; greets customers, accepts retail and commercial checking and savings deposits; disburses funds through checking and savings withdrawals or cashing checks; posts transactions, and handles other client transactions as requested. Solicits new business for the bank by identifying and responding appropriately to clues from customers for financial needs, linking the benefits to the customer needs.  Understanding of bank products and services. Explains terms, fees, and other matters pertaining to the bank's products and services to the customer. Cashes checks for customers and non-customers under current check cashing policy, and pays out money after verification of signatures and customer balances. Gathers data and processes various reports and forms (e.g. currency transaction, Reg. CC, holds, overdrafts, etc.) to insure compliance with bank policies, procedures, Bank secrecy Act/Anti-Money Laundering and regulatory compliance programs. Has basic knowledge of bank products and services in order to make quality referrals.  Refers customers to experienced sales staff to sell products and services.  Cross-sells banking services, (such as Traveler's Checks, Savings Bonds, Money Orders, Cashier's Checks, Safe Deposit Boxes) and explains various types of accounts and certificates, interest, and compounding rates. Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Participates in branch and bank sales campaigns. Assists in answering telephone or waiting on customers for operations, new accounts, and lobby as necessary. Alexander Rosario

Job Description The Rabobank, N.A. Senior Customer Service Representative performs teller transactions in compliance with regulatory and bank policies and procedures and adherence to bank security policies and confidentiality of bank records and customer information.  Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products, provides excellent customer service.  Duties may include safe deposit, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop Qualifications Successful candidates will possess the following: High School diploma or equivalent required.  One-year prior customer service, banking / retail sales, and cash handling.  Must possess good interpersonal skills to represent the Bank to customers and to the public. Ability to protect and maintain confidential information. Professional in appearance and in verbal communication. Math aptitude -- requires the ability to count cash/coin. Requires attention to detail and the ability to interpret a variety of instructions furnished in written and oral forms. Ability to work a schedule that includes working evening, weekends, and some holidays. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status. Job Duties Responsibilities will include and are not limited to the following: Performs routine office and customer services duties; greets customers, accepts retail and commercial checking and savings deposits; disburses funds through checking and savings withdrawals or cashing checks; posts transactions, and handles other client transactions as requested. Solicits new business for the bank by identifying and responding appropriately to clues from customers for financial needs, linking the benefits to the customer needs.  Understanding of bank products and services. Explains terms, fees, and other matters pertaining to the bank's products and services to the customer. Cashes checks for customers and non-customers under current check cashing policy, and pays out money after verification of signatures and customer balances. Gathers data and processes various reports and forms (e.g. currency transaction, Reg. CC, holds, overdrafts, etc.) to insure compliance with bank policies, procedures, Bank secrecy Act/Anti-Money Laundering and regulatory compliance programs. Has basic knowledge of bank products and services in order to make quality referrals.  Refers customers to experienced sales staff to sell products and services.  Cross-sells banking services, (such as Traveler's Checks, Savings Bonds, Money Orders, Cashier's Checks, Safe Deposit Boxes) and explains various types of accounts and certificates, interest, and compounding rates. Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Participates in branch and bank sales campaigns. Assists in answering telephone or waiting on customers for operations, new accounts, and lobby as necessary. Alexander Rosario

Job Description The Rabobank, N.A. Retail Market Manager is responsible for the overall management of retail banking-related activities within a defined market area. Functional areas include branch administration and management; consumer and small business lending; and deposit growth. Retail Market Managers will actively participates in the overall leadership strategy development within divisional team. Will serve as a liaison between defined market area retail offices under their supervision and other departments of the bank. Depending on the geographic location and market opportunity, Retail Market Managers may retain direct management of a branch as well as supervise other branches in a local area, or may be asked to supervise a larger group of branches without directly managing a specific home branch.   Retail Market Managers will be responsible to assign sales goals and efficient business strategies to achieve plans within that defined market area. Builds an environment that fosters teamwork and enhances task accomplishment through positive and supportive cooperation. Places company goals first when interacting with others at all levels. May directly supervise employees while overseeing assigned function(s). Carries out supervisory responsibilities in accordance with the Bank's policies and applicable law Qualifications The successful candidate will possess the following: Undergraduate degree in business, finance, or related field preferred. A minimum of 7 years experience managing a branch office. Successful track record in achieving sales goals and retaining and developing new business. Thorough knowledge of Bank operational policies and procedures, compliance regulations, and Bank product and services. The ability to effectively resolve employee and customer relations issues.   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, or veteran status. Job Duties Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; managing and appraising performance; addressing complaints and resolving problems. In addition to direct management of a primary retail office in a designated market area, monitors and directs the growth and earnings performance for additional retail offices within the defined market areas. Formulates and expands business development activities (both deposit and loan volume) within the area through aggressive outbound calling activities, involving regular contact with existing and potential customers while managing deposit related risk. High level oversight of accounts within a defined market area. Ensures primary and defined market area retail offices operate within the budget, including expense account approvals. Ensures primary and defined market area retail offices comply with all appropriate regulatory requirements (with emphasis on BSA/AML oversight), which relate to retail operations, new accounts, and lending. Ensures primary and defined market area retail offices comply with established operation, information, and control systems as well as business development. Directs a proactive approach to customer satisfaction and customer retention. Listens to, and fully understands, the internal and external customer's needs. Interacts in an effective and positive manner with customers and co-workers. Communicates strategic direction and expectations of the Bank on a regular basis, and reinforces those concepts. Represents the Bank in the community and participates in community activities as appropriate. Must be able to work non-traditional workdays and/or extended hours.  Must be able to work non-traditional workdays and/or extended hours. As a representative of bank management, the employee is expected to accommodate reasonable requests by clients, prospective customers, civic and community organizations, and members of the bank's executive management. Provides direct leadership to subordinates in managing their roles in deposit generation and retention, portfolio and risk management, fee income, customer retention, service delivery, operational efficiency, and goal achievement. Performs all other job duties as assigned by supervisor. Alexander Rosario

Member Services Officer 2 Part-time Non-Ex Reg Part-TimeClerical eBranch, Lompoc, CA, US 4 days agoRequisition ID : 1228 Apply Our employees are an important part of the CoastHills experience. Not only are we committed to serving our members, but we’re also involved in helping our local communities. After all, this is our home too! If you enjoy a professional work environment and truly want to make difference in people’s lives, we encourage you to apply for a position below. It may be the first step toward a long and fulfilling career with CoastHills. You will assist CoastHills Credit Union to achieve its mission to make a difference in our neighbors’ lives!  You will accomplish that by providing outstanding service to both internal and external members. Some of the responsibilities of the job are; Provides prompt, efficient and accurate service in the processing of all transactions, such as transfer of funds, requests for account information, etc. by telephone, mail and/or Interactive Teller Machine (ITM) Prepares authorized account changes Processes money orders, traveler’s checks and other services Ability to explain all electronic correspondence with Access to XDI Portal Explains, promotes and cross sells Credit Union services, products, programs and investment opportunities Proactively responds to members’ inquiries and requests using product knowledge Assists in completing forms and documents Resolves errors, member problems and/or complaints in a timely manner Prepares and processes stop payments/revoke authorizations, check orders, sole proprietorships and bank wires Proficient in FI Manger to reset Home Banking, allow access to FI-FI and respond in message center Accurately operates a variety of office equipment and machines Follows policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Customer Identification Program (CIP) to ensure daily compliance with current regulations Process member transactions received via Interactive Teller Machine (ITM) accurately Responsible for monitoring status of ITMs and notifying appropriate staff of issues or problems Must have excellent communication skills in a face to face environment   Some of the requirements of the job are; A minimum of 12 months of customer service and/or cash handling work experience Punctual and regular attendance Knowledge of English usage, grammar, punctuation, and spelling Ability to calculate figures and amounts, such as interest, dividends and percentages Ability to apply addition, subtraction, multiplication, and division concepts using whole numbers, common fractions and decimals Ability to listen effectively and apply common sense understanding to carry out instructions Ability to be bonded Ability to work cooperatively and establish and maintain effective work relationships while performing duties Ability to perform duties accurately and timely, with frequent interruptions Ability to promote and maintain a positive image of the Credit Union to members and employees Ability to operate a variety of office equipment and machines Ability to be dressed professionally within guidelines at all times We offer great benefits including, very generous PTO, low premium health insurance, 401k matching, and more… If you are motivated and team-oriented, here's your chance to work where every day is Another great day!   Alexander Rosario

Member Services Officer Full-time Non-Ex Reg Full-TimeClerical San Luis Obispo, San Luis Obispo, CA, US 8 days agoRequisition ID : 1225 Apply You will assist CoastHills Credit Union to achieve its mission to make a difference in our neighbors’ lives!  You will accomplish that by providing outstanding service to both internal and external members. Some of the responsibilities of the job are; Prepares and processes transaction requests by telephone and mail Performs basic teller transactions, such as but not limited to deposits, withdrawals, transfers, loan payments as stated in the Office Procedures Manual (OPM) Prepares authorized account changes Processes money orders, traveler’s checks and other services Explains, promotes and cross sells Credit Union services, products, programs and investment opportunities Cross-sells Weath Management services as well as e-statement account conversions Proactively responds to members’ inquiries and requests using product knowledge Assists in completing forms and documents Resolves errors, member problems and/or complaints in a timely manner Accurately balances cash and coin and maintains appropriate cash level within limits Accurately operates a variety of office equipment and machines Follows policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Customer Identification Program (CIP) to ensure daily compliance with current regulations Some of the requirements of the job are; A minimum of 12 months of customer service and/or cash handling work experience Punctual and regular attendance Knowledge of English usage, grammar, punctuation, and spelling Ability to calculate figures and amounts, such as interest, dividends and percentages Ability to apply addition, subtraction, multiplication, and division concepts using whole numbers, common fractions and decimals Ability to listen effectively and apply common sense understanding to carry out instructions Ability to be bonded We offer great benefits including, very generous PTO, low premium health insurance, 401k matching, and more… If you are motivated and team-oriented, here's your chance to work where every day is Another great day!   Alexander Rosario

Relationship Specialist - Universal Banker Atascadero, Atascadero, CA, US +1 MORE LOCATIONS 30 days agoRequisition ID : 1129 Apply Under general supervision of the Relationship Manager, you will be responsible for performing a wide variety of loan and deposit based functions.    Some of the responsibilities of the job, Prepares and processes loan related transaction requests, in person or by telephone Actively explains, promotes and cross sells Credit Union services, products, programs and investment opportunities Resolves errors, member problems and/or complaints in a timely manner Opens new membership and share accounts and cross sells products as appropriate Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection) MBI (Mechanical Breakdown Insurance) and Debt Cancellation (Life, Unemployment, Disability) Assists members in identifying loan products and follows loan application procedures Assists members in identifying deposit products and follows appropriate procedures Performs advanced problem resolution and account adjustments Performs duties as a Membership Officer as prescribed under section 202-L of the Credit Union Policy Manual Maintains current job knowledge of Credit Union policies, procedures, and services Practices cross-selling techniques to promote other Credit Union services Makes outbound calls to initiate and process new loan and deposit products from new and existing members Identifies and refers new business members and accounts to their respective Branch Manager   Some of the requirements of the job, High School Diploma Minimum of 2 years’ progressive sales and cross-selling experience in a financial or retail environment Spanish bilingual skills, highly preferred Knowledge of all consumer loans, including processing and funding Knowledge of mortgage loans, including processing of applications Ability to be bonded Ability to work cooperatively and establish and maintain effective working relationships  We offer great benefits including, very generous PTO, low premium health insurance, 401k matching, and more…   Alexander Rosario

Relationship Specialist - Universal Banker Atascadero, Atascadero, CA, US +1 MORE LOCATIONS 30 days agoRequisition ID : 1129 Apply Under general supervision of the Relationship Manager, you will be responsible for performing a wide variety of loan and deposit based functions.    Some of the responsibilities of the job, Prepares and processes loan related transaction requests, in person or by telephone Actively explains, promotes and cross sells Credit Union services, products, programs and investment opportunities Resolves errors, member problems and/or complaints in a timely manner Opens new membership and share accounts and cross sells products as appropriate Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection) MBI (Mechanical Breakdown Insurance) and Debt Cancellation (Life, Unemployment, Disability) Assists members in identifying loan products and follows loan application procedures Assists members in identifying deposit products and follows appropriate procedures Performs advanced problem resolution and account adjustments Performs duties as a Membership Officer as prescribed under section 202-L of the Credit Union Policy Manual Maintains current job knowledge of Credit Union policies, procedures, and services Practices cross-selling techniques to promote other Credit Union services Makes outbound calls to initiate and process new loan and deposit products from new and existing members Identifies and refers new business members and accounts to their respective Branch Manager   Some of the requirements of the job, High School Diploma Minimum of 2 years’ progressive sales and cross-selling experience in a financial or retail environment Spanish bilingual skills, highly preferred Knowledge of all consumer loans, including processing and funding Knowledge of mortgage loans, including processing of applications Ability to be bonded Ability to work cooperatively and establish and maintain effective working relationships  We offer great benefits including, very generous PTO, low premium health insurance, 401k matching, and more…   Alexander Rosario

Relationship Specialist - Universal Banker Atascadero, Atascadero, CA, US +1 MORE LOCATIONS 30 days agoRequisition ID : 1129 Apply Under general supervision of the Relationship Manager, you will be responsible for performing a wide variety of loan and deposit based functions.    Some of the responsibilities of the job, Prepares and processes loan related transaction requests, in person or by telephone Actively explains, promotes and cross sells Credit Union services, products, programs and investment opportunities Resolves errors, member problems and/or complaints in a timely manner Opens new membership and share accounts and cross sells products as appropriate Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection) MBI (Mechanical Breakdown Insurance) and Debt Cancellation (Life, Unemployment, Disability) Assists members in identifying loan products and follows loan application procedures Assists members in identifying deposit products and follows appropriate procedures Performs advanced problem resolution and account adjustments Performs duties as a Membership Officer as prescribed under section 202-L of the Credit Union Policy Manual Maintains current job knowledge of Credit Union policies, procedures, and services Practices cross-selling techniques to promote other Credit Union services Makes outbound calls to initiate and process new loan and deposit products from new and existing members Identifies and refers new business members and accounts to their respective Branch Manager   Some of the requirements of the job, High School Diploma Minimum of 2 years’ progressive sales and cross-selling experience in a financial or retail environment Spanish bilingual skills, highly preferred Knowledge of all consumer loans, including processing and funding Knowledge of mortgage loans, including processing of applications Ability to be bonded Ability to work cooperatively and establish and maintain effective working relationships  We offer great benefits including, very generous PTO, low premium health insurance, 401k matching, and more…   Alexander Rosario

Lending Specialist Full-time Non-Ex Reg Full-Time Village, Lompoc, CA, US 6 days agoRequisition ID : 1226 Apply Under general supervision of the Lending Center Relationship Manager, you will be responsible for performing a wide variety of loan and deposit based functions.  Some of the responsibilities of the job, Prepares and processes loan related transaction requests, mainly by telephone Makes outbound calls to initiate and process new loan and deposit products from new and existing members Mines credit reports to identify opportunities and cross sell additional loan and ancillary products for consumer, real estate and business Actively explains, promotes and cross sells Credit Union services, products, programs and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection) MBI (Mechanical Breakdown Insurance) and Debt Cancellation (Life, Unemployment, Disability) Assists members in identifying loan products and follows loan application procedures Assists members in identifying deposit products and follows appropriate procedures Offer a balance transfer and new CoastHills VISA credit card on all qualifying new and existing members Maintains current job knowledge of Credit Union policies, procedures, and services Practices cross-selling techniques to promote other Credit Union services Some of the requirements of the job, High School Diploma Minimum of 2 years’ progressive sales and cross-selling experience in a financial or retail environment Spanish bilingual skills, highly preferred Knowledge of all consumer loans, including processing and funding Ability to be bonded Ability to apply common sense understanding to carry out instructions Ability to work cooperatively and establish and maintain effective working relationships Ability to attend and participate in training/meetings at various locations We offer great benefits including, very generous PTO, low premium health insurance, 401k matching, and more… If you are motivated and team-oriented, here's your chance to work where every day is Another Great Day!   Alexander Rosario

Facilities Manager Exempt Employee Full-Time Santa Maria, Santa Maria, CA, US 30+ days Apply Under the direction of the AVP Facilities, the Facilities Manager is responsible for overseeing facility operations, managing staff, arranging office moves, managing janitorial duties, all while remaining in compliance with local, state and federal regulations. Some of the Responsibilities are;      Coordinate and manage, with AVP Facilities and Chief Administrative Officer (CAO), all facilities activities and projects Assist the AVP Facilities in the management and allocation of personnel and fiscal resources Manage and coordinate facility-related projects and activities with leadership, branch managers, and affected personnel Conduct and document regular facilities and equipment inspections/audits Maintain adequate parts inventory and order items as necessary Oversee facility landscaping, janitorial services, banking equipment functions, utility services, etc. including service plans Manage internal and external maintenance and technical personnel Assist in managing commercial leases and property management Engage with Contracts Manager for vendor and contract-related activities to ensure compliance with organizational requirements and policies Evaluate costs for products and services to maximize cost-effectiveness Develop and implement cost reduction initiatives Some of the Requirements are; Minimum 5 years’ experience in Facilities Management and/or Project Management Certifications in project management and/or facilities management preferred Bachelor’s degree preferred Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form Ability to analyze and resolve problems and opportunities, identify and evaluate alternatives and develop sound, effective approaches Ability to exercise good judgment and maintain strictest confidentiality Ability to promote, maintain a positive image of the Credit Union to employees, vendors and members Ability to operate a motor vehicle and a variety of office equipment and machines Ability to be bonded. We offer great benefits including, very generous PTO, low premium health insurance, 401k matching, and more… If you are motivated and team-oriented, here's your chance to work where every day is Another great day!   Alexander Rosario

Requisition # 19-0101 Job Description:   Quinn Company is seeking a professional Executive Assistant with very strong professional communication skills, impeccable organization and administrative skills, a high sense of urgency, proactive, and unquestioned confidentiality. Must be a self-starter and able to work with minimal supervision. Position will provide administrative and accounting support for the executive team at Quinn.   ESSENTIAL DUTIES AND RESPONSIBILITIES • Bookkeeping and invoice processing (personal and company). • Banking responsibility, check writing. • Plan, prepare, and ensure flawless execution of business meetings, various social events and agendas. • Preparing and processing payroll for 5-10 employees. • Draft and prepare letters, memos and other correspondence. • Prepare and ensure accurate processing of expense and business mileage reports. • Prepare business reports utilizing Word, Excel and Power Point. • Maintain various calendars for executives. • Business and personal travel for Owner/CEO and Executive Team. • Protect department and company confidentiality issues. • Perform special projects, as assigned. LANGUAGE SKILLS • Must be able to read, analyze, and interpret the most complex documents and understand accounting and financial processes. • Must have excellent verbal and written communication skills. Should have the ability to make effective presentations to senior management. SKILLS • Must possess excellent organization, problem solving, and time management skills. • Organizational awareness; ability to interact with internal and external clients at all levels. • Professional demeanor with an ability to effectively manage multiple tasks, meet deadlines and adjust to changing priorities with continued attention to detail while demonstrating poise, tact, and diplomacy. • Must be able to maintain strict confidentiality and be able to respond to work requirements with a highly developed sense of urgency. • Must be a self-starter, and able to work with minimal supervision. • Must have excellent computer skills and experience using all of the Microsoft Office products (Excel, Word, and Power Point). • Experience with Quicken and QuickBooks is preferred but not required. • Bookkeeping and Payroll experience is preferred. • Notary Public strongly preferred   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. While performing the duties of this job, the employee is regularly required to walk and talk or hear. The employee frequently is required to stand and sit. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 15 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision.     Bruce Riley

Entry level opportunity for an Accounting Clerk position in the Roseville,CA area. RESPONSIBILITIES: Ensures accurate data entry to the accounting system. Meets all deadlines. Ensures assigned and required office needs are promptly met Qualifications Strong communication skills (verbal and written) Strong computer skills (Word, Excel and outlook email) Strong Math aptitude Basic accounts payable knowledge (posting & matching invoices) 1 to 2 years’ basic accounting experience   TECHNOLOGICAL SKILLS: Microsoft Word, Microsoft Excel, A/P, A/R, Accounting, Posting, Invoicing, Data Entry, Admin, Administrative,Accounts Payable, Accounts Receivable  CPT Messiha Team A