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The Universal Banker II is responsible for meeting with customers and non customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross sell appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential. Must proactively discover need
Posted 19 days ago
Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que
Posted 4 days ago
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate pushing one another to transform not just Pacific Life, but the entire industry for the better. Why?
Posted 8 days ago
Provide strategic direction, ongoing portfolio leadership, and thought leadership to the supervision of a designated portfolio of institutions and the associated teams to ensure sound decision making and team alignment with the strategic direction of S+C, the Reserve Bank and System. Lead and oversee the development, maintenance, and continuous improvement of the S+C's ri
Posted 14 days ago
Exceptional analytical skills, solid quantitative training, excellent communication skills, and creativity are the foundation for successful professionals at Secretariat. Successful candidates will join an expanding domestic and international forensic investigators practice. Our practice works on large and complex commercial investigation matters involving misappropriatio
Posted 16 days ago
Handles all phases of teller duties, including deposits, withdrawals, check cashing, loan payments, etc. Is cross trained in and is able to perform personal banking activities consisting of offering a full range of banking products and services as well as providing efficient and quality customer service. Essential Duties and Responsibilities Handles multiple transaction t
Posted 18 days ago
The Loan Servicing Officer I is responsible for the loan daily reporting, loan payment & property tax monitoring, compliance documents and disbursing funds for residential loans. Assist in daily operations of the department in an efficient and effective manner. Provide regulatory agencies with all requested information and/or statistics on loans files under your responsib
Posted 19 days ago
We are currently seeking an experienced Asset Recovery Specialist to join our team. The primary responsibility of this role is to minimize losses to the Credit Union resulting from bankruptcy filings and legal actions. The Asset Recovery Specialist will undertake a variety of semi routine duties of moderate complexity, including maintaining complex files, processing depar
Posted 24 days ago
Zions Bancorporation
- Claremont, CA
Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ
Posted 1 day ago
The essential functions of the job include, but are not necessarily limited to, the following Operational oversight for a branch location, ensuring compliance with all branch operations policy and procedures Research and resolve transaction/cash discrepancies Hiring, supervision, and performance management of service line associates Processing transactions accurately and
Posted 3 days ago
Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que
Posted 4 days ago
An SBA Business Development Officer / Relationship Manager sources and structures 7(a) and 504 loans to eligible business customers. The BDO collects and reviews prospective borrowers' financial information, structures loan proposals, and prepares credit packages that comply with all applicable regulations and SBA guidelines. PRINCIPAL DUTIES & RESPONSIBILITIES Develop an
Posted 10 days ago
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr
Posted 10 days ago
Promote staff development by establishing clear performance goals, providing frequent direct feedback, and supporting professional talent development. Collaborate with the System counterparts (e.g. LISCC, LFBO, and Board) to promote staff development consistent with the Reserve Bank and supervisory program objectives. Ensure supervisory activities are appropriately comple
Posted 14 days ago
Manage, direct, evaluate and oversee the performance of commercial banking staff; includes performance monitoring, employee development and training, motivating, coaching, mentoring, etc. Encourage teamwork. Foster organizational commitment. Develop and Implement aggressive sales strategies to acquire and expand new and existing customer relationships. Maximize loan depos
Posted 17 days ago
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