Bank of the West

Bank of the West is a strong and prudently managed bank that customers have entrusted with their money for over 135 years.

For more than 135 years, our bank’s foundation has been our relationships with customers.

$100,000 yearly
Bank of the West Brentwood, CA, USA
Mar 25, 2019
Full time
JOB ID: 043361   At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Seasoned professional contributor works independently with limited supervision. Provides retirement planning strategies for Mass Affluent clients ($25,000 to $250,000) by assessing the client's past, present and future financial needs, objectives and requirements. Meets needs by proactively building relationships with clients, providing ongoing advice and drawing on the range of available R&I products by using the BOW pitch book, playbook and conducting in-depth Premier Retirement checkup analysis for clients. Initiates and proactively cultivates relationships with bank partners including Branch Managers and others. Essential Job Functions Provides retirement strategies for client’s needs by collecting and analyzing client financial data to determine which products best meet the client’s retirement needs, and providing ongoing advice to the client as to what investment products are in the client’s best interest. Must be able to develop / maintain cumulative IAS book of business of $ 0 - $ 9mm over period of years. Maintains an in-depth knowledge of the Bank’s products and offerings, and promotes these products and offerings amongst clients as appropriate. Provides training to and promotes products amongst bank branch personnel in conjunction with BWIS Regional Manager and WMG Relationship Managers. Establishes and maintains relationships with 3-5 bank branches to generate viable referrals for Retirement & Investment products. Provides outstanding customer service by following up on any client service request. Fulfills all regulatory and firm compliance obligations as detailed in policies, procedures and regulations. Creates financial plans for customers and deepens relationships with existing book of business clients. Other Job Duties Collaborates with WMG and BOTW partners. Responsible to grow IAS book of business to meet and exceed annual goal levels. Performs other duties as assigned.   Qualifications   Required Experience Requires advanced knowledge of job area typically obtained through advanced education combined with experience. May have practical knowledge of project management. Requires 5 years minimum prior relevant experience. Licenses & Certifications Skills Knowledge of securities and financial industry; Bank products and service knowledge desired. Demonstrated ability to effectively communicate with diverse clientele. Demonstrated proficiency in MS office software (Word, Excel, and PowerPoint) and ability to navigate easily through Internet based systems. Knowledge and experience with Appian and Microsoft Dynamics is preferred. Excellent communication skills required in verbal and written communication, customer service, planning, organizational and making presentations.       Matthew Stearns
$100,000 yearly
Bank of the West Santa Rosa, CA, USA
Mar 25, 2019
Full time
JOB ID: 043263 At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Seasoned professional contributor works independently with limited supervision. Provides retirement planning strategies for Mass Affluent clients ($250,000 - $ 5 MM) by assessing the client's past, present and future financial needs, objectives and requirements. Meets needs by proactively building relationships with clients, providing ongoing advice and drawing on the range of available R&I products by using the BOW pitch book, playbook and conducting in-depth Premier Retirement checkup analysis for clients. Initiates and proactively cultivates relationships with Financial Advisors, Relationship Managers, and other WMG or bank partners including Branch Managers and others. Essential Job Functions Provides financial strategies for client financial needs by collecting and analyzing client financial data to determine which products best meet the client’s financial needs, and providing advice to the client as to what investment products are in the client’s best interest. Acts as a fully integrated “Subject Matter Expert” for Investments and Advisory Services & Life Insurance in the Wealth Management Group 360 degree client experience. Partners with Relationship managers to provide outstanding overall Wealth Management Group 360 degree client experience for all accounts with assets above $250K up to $5MM. Creates financial plans for customers and deepens relationships with existing book of business clients. Maintains an in-depth knowledge of the bank’s products and offerings, and promotes these products and offerings amongst clients as appropriate. Provides outstanding customer service by following up on any client service request. Fulfills all regulatory and firm compliance obligations as detailed in policies, procedures and regulations. Collaborates with WMG and BOTW partners. Other Job Duties Performs other duties as assigned. Must be able to develop / maintain cumulative IAS book of business of $ 9 - $ 20 mm over period of years. Responsible to grow IAS book of business to meet and exceed annual goal levels.   Qualifications   Required Experience Requires advanced knowledge of job area typically obtained through advanced education combined with experience. May have practical knowledge of project management. Requires 5 years minimum prior relevant experience. Licenses & Certifications Skills Knowledge of securities and financial industry; Bank products and service knowledge desired. Demonstrated ability to effectively communicate with diverse clientele. Good knowledge of mass market segment investment needs. Demonstrated proficiency in MS office software (Word, Excel, and PowerPoint) and ability to navigate easily through Internet based systems. Knowledge and experience with various analysis & planning tools to include MoneyguidePro, EnvestNet analytics, Trust Service analytics and other tools. Excellent communication skills required in verbal and written communication, customer service, planning, organizational and making presentations. Good understanding of Wealth management model and team capabilities including a working knowledge of: How trust can be used for legacy planning; Stock option planning; Gift planning Financial planning to include retirement and cash flow planning Experience with Advisory platforms; Familiarity with all investment products offered within WMG Proven track record with Life Insurance including a working knowledge of how insurance can be used i.e., wealth protection, Liquidity Creation, Wealth accumulation, Wealth transfer.         Matthew Stearns
$60,000 yearly
Bank of the West San Ramon, CA, USA
Mar 25, 2019
Full time
JOB ID: 042920 At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Responsible for developing and maintaining a dedicated relationship of profitable and high potential business banking relationships. Partners with Dealer Relationship Managers, Underwriters and other Team Members to retain and grow current Lending Relationships. Independently interprets and provides recommendations and solutions unique to each client's specific lending needs. Responsible for developing the assigned credit portfolio quality and managing requests for credit exceptions and ensuring credit requests are properly structured, priced and documented. Essential Job Functions Demonstrates independent decision making skills by recognizing and understanding client problems and needs and responding appropriately. Gathers information and sorts through complex issues in order to make timely decisions. Is the primary contact for lending related inquiries. Focuses on client retention and growth by providing solutions to enhance and expand the client's lending relationships. Maintains and applies a thorough understanding of the Bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete lending packages. Works closely with underwriting teams to analyze and structure new credit requests. Obtains financial statements, tax returns and other credit information. Interviews loan applicants to interpret information regarding their earnings and repayment abilities to assist in determining if a loan is an acceptable risk. Understanding of client's objectives and strategies. Maintains a thorough understanding of business operating cycles. Understands client's business practices and interprets the operational and credit risk to the bank. Stays aware of developing industry and market trends. Other Job Duties Ensures job duties are performed within established bank controls, risk and audit protocols. Manages all communications with customers related to credit and non-credit issues within designated service levels. Works with Credit Management team in the review and negotiation of loan documents. Also ensures proper maintenance of credit files. Ability to perform in a high volume production environment. Performs other duties as assigned.   Qualifications   Required Experience Requires practical knowledge of job area typically obtained through advanced education combined with experience. Work Experience P2 - 3 yrs       Matthew Stearns
$18.00 hourly
Bank of the West San Ramon, CA, USA
Mar 25, 2019
Full time
JOB ID: 042516 At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Responsible for performing a variety of duties related to auditing, boarding, and funding of loans and lines of credit on the accounting systems while providing a high level of customer service to internal and external customers and ensuring Service Level Agreement (SLA) turnaround times are met. Researches and follows up on out of balance transactions and past due items for cost center general ledger. Essential Job Functions Audits loan/line packages to verify all documents were returned, signatures are present where needed, and no strikeovers have occurred. Boards loans and lines of credit to the bank's loan accounting system through the use of the New Account Setup (NAS) interface built into the Appro application processing system. Funds loans/lines as necessary via Bottom-line and WebDirect, and/or prepares deposits/general ledger tickets. Performs callback process on loans/lines boarded the previous day to ensure complete and accurate loan setup and coding. Researches and follows up on missing/incorrect documents with branch personnel. Prepares loan/line files for imaging. Provides additional support to other areas of DCL Operations as required. Prepares Regulation Z violation letters and forwards to branch management. Also distributes letters to defined corporate distribution list. Other Job Duties Performs other duties as assigned.   Qualifications   Required Experience Requires basic job knowledge of systems and procedures obtained through prior work experience or education. Requires 3 years minimum experience. May require vocational or technical education in addition to prior work experience. Education High School Diploma or GED Required Skills Good knowledge of consumer loan and line documentation. Good knowledge of consumer loan compliance regulations. Good knowledge of MS Windows and MS Office software, including Word and Excel. Attention to details. Ability to be a team player. Ability to work in a fast-paced environment. Written and verbal communication and interpersonal skills.     Matthew Stearns
$100,000 yearly
Bank of the West San Ramon, CA, USA
Mar 25, 2019
Full time
JOB ID: 043167 At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Responsible for documenting business, functional and data requirements for regulatory reporting/CCAR projects. Collaborate with technology partners to establish a methodology to build Y14M and Y14Q schedules for CCAR. Provide CCAR / Stress testing functional guidance to IT teams on the reporting structure. Develop schedules and corresponding functional/data requirements for subsequent implementation/execution phase. Integrate with Data Governance Metadata, Lineage, Data Quality, Data Provisioning etc. teams to provide guidance on regulatory requirements for CCAR submission. Essential Job Functions Responsible for relaying information to the Technology team in easily understood terms for both technology and business. Liaise with the business, development team and technology on an ongoing basis. Responsible for effective communication to all business partners and users to ensure that critical strategic decisions are vetted and well thought out prior to implementation. Evaluate data gathered from multiple servicing and other source systems reconcile differences, decompose high-level information into details, abstract up from low-level information to understand and distinguish optional user requests from what is required. Conduct user acceptance testing as it relates to the technology solutions. Work independently with users to define concepts and under direction of project managers. Advises and leads in the planning and implementation of projects and strategic initiatives for the business unit/department. Drives business team members to define business needs through utilization of effective elicitation techniques. Evaluates data gathered from multiple sources, reconciles differences, and ensures consistent approaches, data interpretation, and results measurements are employed. Other Job Duties Primary liaison with business partners, development team and technology. Acts as the "Subject Matter Expert" (SME) and provides business knowledge as needed. Identifies, integrates, and manages required internal and external resources to provide business solutions for groups most complex business issues, while able to manage multiple complex projects simultaneously. Develops and implements detailed project plan. Will form part of a project team and will be expected to interact with the team on a daily basis. Will report to a manager in the business line. Initiates the design and implementation of the operational and technical aspects of the project plans and develops and supports programming requests to meet project goals through discussion with project stakeholders. Oversees test and project task development and implementation. Evaluates and provides written and verbal updates on project status. Performs other duties as assigned.   Qualifications   Required Experience Requires deep knowledge of job area typically obtained through advanced education combined with experience. Typically viewed as a specialist within discipline. May have broad knowledge of project management. Requires 7 years minimum prior relevant experience. Education Bachelor's Degree Finance Skills Field of Experience – Job-specific knowledge requirements An ideal candidate will have-. Strong SQL skills. Some experience in retail and wholesale banking and a working knowledge of Bank's loan products. Very good understanding of software delivery lifecycle with focus on requirement management and business analysis. Experience in process mapping / process flows / process modeling required. Strong attention to detail and experience in representing complex issues based on comprehensive analysis in a holistic and understandable manner. Prior experience working with large implementation projects. Must have solid organizational skills, with the ability to handle complex projects in a multi-tasking environment and meet deadlines with quality results. Must have excellent verbal and written communication skills. Ability to interact professionally with a diverse group, executives, managers, and subject matter experts..         Matthew Stearns
$17.00 hourly
Bank of the West San Ramon, CA, USA
Mar 25, 2019
Full time
JOB ID: 042831 At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Responsible for performing various operational activities and provide support in assigned unit. Assists Operational Unit meet service levels consistently by coordinating information among internal/external customers and resolving more complex and escalated operational issues. Essential Job Functions Responds to various complex operational issues for internal and/or external customers Identifies operational improvements. Reviews and analyzes daily reports and makes recommendations as necessary. Resolves escalated issues from internal and external customers. Maintains thorough knowledge of unit policies, procedures, standards and workflow. Other Job Duties May act as a lead or coach to less experienced staff. Performs other duties as assigned.   Qualifications   Required Experience Requires broad knowledge of operational systems and practices typically gained through extensive experience and/or education. Requires 5 years minimum experience. May require vocational or technical education in addition to prior work experience. Education High School Diploma or GED Required Skills Complete knowledge of the products, policies and processes related to unit assigned. Complete knowledge of banking operations.         Matthew Stearns
$70,000 yearly
Bank of the West San Ramon, CA, USA
Mar 25, 2019
Full time
JOB ID: 042534 At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Responsible for providing administrative support for executives, primarily performing advanced, complex, diverse and confidential administrative support duties and secondarily performing secretarial support duties. Works independently. Requires thorough knowledge of unit practices, policies, programs, business and organization of Bank of the West (the Bank). Must demonstrate tact, diplomacy, discretion, independent judgment and initiative on assignments and communications of a highly sensitive nature. May handle personal business matters for senior executives to allow the senior executives to concentrate their efforts on managing of the Bank's business. May direct the work of other support personnel. Essential Job Functions Handles the day-to-day administrative duties, monitors deadlines and follows up on pending matters. Interacts continuously with various Bank executives to resolve highly complex issues. Inputs and retrieves data utilizing knowledge of various computer software packages. Types correspondence, reports, memoranda, special projects, technical papers and related materials for unit staff. Formats documents and determines page layout and selection of different fonts. Initiates and independently researches complex information requests, compiles statistics, gathers, analyzes and summarizes data for projects and reports, prepares the materials and determines method of presentation. Receives and screens telephone calls, mail and visitors. Routes callers, takes messages and answers questions relating to the unit’s function. May interact with Bank clients to schedule appointments, answer questions and resolve highly complex issues. May act as information source for the unit. Composes letters and memoranda from verbal direction or knowledge of Bank’s policies, procedures and functions. Initiates responses to correspondence for senior executive or own signature. Schedules and coordinates meetings and facilities which may include travel and lodging arrangements. Prepares and processes unit purchase requisitions and vendor invoices. Other Job Duties Organizes and maintains files, correspondence, records and other documents. May take minutes of meetings and maintains the final records of the meetings. Furnishes and obtains information from other senior officers or outside clients and/or contacts. Processes and maintains information of a highly complex and confidential nature dealing with issues of substantial importance to the Bank. Performs other duties as assigned. #LI-NH1   Qualifications   Required Experience Requires advanced knowledge within a specific discipline typically gained through extensive work experience and/or education. Requires 7 years minimum experience. May require vocational or technical education in addition to prior work experience. Education Associate's Degree Bachelor's Degree         Matthew Stearns
$19.00 hourly
Bank of the West San Ramon, CA, USA
Mar 22, 2019
Full time
ID: 043617 At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Responsible for performing various operational activities and provide support in assigned unit. Assists Operational Unit meet service levels consistently by coordinating information among internal/external customers and resolving more complex and escalated operational issues. Essential Job Functions Responds to various complex operational issues for internal and/or external customers Identifies operational improvements. Reviews and analyzes daily reports and makes recommendations as necessary. Resolves escalated issues from internal and external customers. Maintains thorough knowledge of unit policies, procedures, standards and workflow. Other Job Duties May act as a lead or coach to less experienced staff. Performs other duties as assigned.   Qualifications   Required Experience Requires broad knowledge of operational systems and practices typically gained through extensive experience and/or education. Requires 5 years minimum experience. May require vocational or technical education in addition to prior work experience. Education High School Diploma or GED Required Skills Complete knowledge of the products, policies and processes related to unit assigned. Complete knowledge of banking operations.       Matthew Stearns
$3,000 - $10,000 monthly
Bank of the West San Ramon, CA, USA
Mar 22, 2019
Full time
ID: 043299 At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary Responsible for providing a variety of sales and customer service related functions for consumer direct borrowers through extensive knowledge of loan product and predetermined alliance partner guidelines. Partners with Credit and Operational teams during the loan acquisition process. Primary focus is Inside Sales. Essential Job Functions Answers all inbound calls and written communication for the purpose of selling Essex Credit RV/Marine lending products and services. Effectively educates customer on the features and benefits of Essex Credit and our alliance Partners financing plans and programs. This may include recommending alternative lending sources that best fits the customer's need. Builds rapport and strengthens client relationships during the sales interaction while providing information on loans as requested including application status, funding information and documentation requirements. Works closely with the customer, Credit, and Operations Department members in clearing loan conditions in order to close and fund loans quickly. Analyzes consumer credit applications quickly including calculating income ratios, collateral values, advance percentages, down payment requirements, maximum loan terms, survey/inspection requirement, and liquidity ratios and determine additional information required for loan approval. Acts as liaison for our clients to resolve issues by utilizing other areas of expertise as needed. Initiate request for research for internal/external customer requests. Understands and adheres to all training and ECC policy, laws, and regulations applicable to role. Reports all compliance issues, violations of laws or regulations in accordance with the steps as defined by ECC. Other Job Duties Meets service level guidelines, goals, and production standards based on documented performance criteria and shift worked. Performs other duties as assigned.   Qualifications   Required Experience Requires practical knowledge of job area typically obtained through advanced education combined with experience. Requires 3 years minimum prior relevant experience. Education High School Diploma or GED Required Skills Thorough understanding of banking or other financial institution experience preferred. General knowledge of Marine or RV loan administration preferred.         Matthew Stearns