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Job Description Searching for Real Estate Agents in Los Angeles, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Los Angeles, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR eI8G5S8Xu0

Job Description Searching for Real Estate Agents – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR LDvphnjPc8

Job DescriptionCalling All Banking Relationship Managers and Premier Bankers We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed., • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance., • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member., • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. You’ll need: • Proven experience in financial services and advising affluent clients., • Exceptional communication skills and a passion for delivering world-class service., • A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community., • A Series 6 and 63 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose., • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others., • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching., • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch., • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners, • 3+ years of customer service experience, • 3+ years branch banking experience, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management, organizational skills & ability to multi-task, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Excellent verbal, written and interpersonal skills, • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo, • Member Satisfaction Evaluation, • Cash balancing standards, • Quality Reviews – Loan / Memberships, • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo), • 8-12 Insurance Units/Mo, consisting of the following three:, • PLP Units/ 35% Penetration, • GAP/Units / 50% Penetration, • MBI Units / 10% Penetration, • 5-7 Qualified Referrals/Mo consisting of the following three:, • Wealth Management Referrals, • Auto Advisor / Autoland Referrals, • Home Mortgage Referrals, • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation., • Able / flexible to work evenings and Saturday at the convenience of the member., • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR TYy4TCg46E

Job Description Searching for Real Estate Agents in Glendale, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Glendale, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR v6vuBpzZdg

Job Description Searching for Real Estate Agents in Long Beach, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Long Beach, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR 0QiJF39eLt

Job DescriptionCalling All Banking Relationship Managers, Premier Bankers, and Financial Advisors We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed., • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance., • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member., • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. You’ll need: • Proven experience in financial services and advising affluent clients., • Exceptional communication skills and a passion for delivering world-class service., • A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community., • A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose., • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others., • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching., • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch., • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners, • 3+ years of customer service experience, • 3+ years branch banking experience, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management, organizational skills & ability to multi-task, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Excellent verbal, written and interpersonal skills, • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo, • Member Satisfaction Evaluation, • Cash balancing standards, • Quality Reviews – Loan / Memberships, • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo), • 8-12 Insurance Units/Mo, consisting of the following three:, • PLP Units/ 35% Penetration, • GAP/Units / 50% Penetration, • MBI Units / 10% Penetration, • 5-7 Qualified Referrals/Mo consisting of the following three:, • Wealth Management Referrals, • Auto Advisor / Autoland Referrals, • Home Mortgage Referrals, • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation., • Able / flexible to work evenings and Saturday at the convenience of the member., • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR En2L7riFLe

Job Description Loan Originator PACE Loan Group, at the forefront of scaling C-PACE financing across the country, is hiring a seasoned Los Angeles-based Loan Originator to our growing team. We are looking for candidates who are well-versed in structured commercial real estate finance, with a track record of originating at least $50 million annually since 2022 across multiple asset classes. We seek a rainmaker with established mortgage banker, developer, sponsor and lender relationships to accelerate our growth within these sectors. Although working with California groups is your primary mission, you can also leverage your nationwide contacts for business. You’ll source, originate and close C-PACE loans in nearly 40 states. Commercial Property Assessed Clean Energy (“C-PACE”) financing is the fastest-growing type of commercial real estate financing in the US. It enables property owners and developers to finance energy efficiency, renewable energy, and resiliency measures incurred to improve commercial property. C-PACE lending volume is approaching $3 billion annually, with individual PACE loans ranging as high as $200 million. And banks and debt funds are more routinely combining with PACE to deliver cost-effective project capital stacks. Founded in 2017, PACE Loan Group (PLG) is a leading national direct C-PACE lender. With an industry-leading balance sheet, PLG originates and services C-PACE loans nationwide for our own portfolio. PLG is among Inc. 5000’s fastest growing companies and is known for an employee-centric culture second-to-none in commercial real estate finance. We are on the ground floor of something big - and we want you to be a part of it. If you are a deal junkie with a breadth of commercial real estate finance experience, this position offers you significant upside in an exponentially growing industry. Compensation is comprised of base salary and production-based commissions. Key Responsibilities and Duties: This is a sales role dependent on sourcing new loan originations. * Outreach through calls, e-mails, other electronic messaging and conference attendance to source potential PACE deals * Partner with all local mortgage brokers to include PACE in their capital stacks * Secure project-specific 1st lienholder consent to PACE assessment financing * Prepare and negotiate C-PACE term sheets * Assist in the initial project review, underwriting, and deal closings * Logging all leads and correspondence in our CRM system * Understand the nuances of various C-PACE programs * Other tasks as needed Qualified Applicants have: * Autonomy and intrinsic motivation. We are looking for a self-starter who thrives with a performance-based compensation structure and in a competitive environment * Fearlessness and tenacity to make cold calls, and finesse to convert potential leads to actual business * Desire to perform nationwide outreach, including in key target markets * Track record of loan originations and/or deep relationships with developers, property owners, and mortgage brokers * Credit knowledge to utilize in initial project review, underwriting, and deal closings * Excellent responsiveness and interpersonal skills * The ability to independently make decisions in high-stress situations We're proud to be an equal opportunity employer and welcome our employees’ differences, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Veteran status.

Job Description Overview Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you’ll love working here include: • Paid Time Off (PTO) after just 30 days, • Additional parental and maternity leave benefits after 12 months, • Adoption reimbursement program, • Paid volunteer hours, • Paid training and career development, • Medical, dental, vision and life insurance, • 401k with employer match, • Mortgage discount and area business discounts, • Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court, • Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon, • Gourmet cafeteria featuring homemade breakfast and lunch, • Convenience store featuring healthy grab-and-go snacks, • In-house Starbucks and Dunkin, • Indoor/outdoor café with Wi-Fi Responsibilities • Building and maintaining long-term relationships with broker accounts in all 50 states, • Training and educating brokers on UWM's Easiest Application System Ever (EASE), programs, products, guidelines and processes, • Acting as your clients’ go-to resource for guidance and solutions, • Delivering up-to-the-minute information about the latest products, resources and industry updates, • Championing your brokers and striving to make every loan a success story, • Monitoring the performance of accounts in your pipeline, • Building and managing a strong pipeline of loans to meet and exceed sales goals Qualifications Must Have Qualifications: • High school diploma or equivalent, • Minimum one year of experience in mortgage sales as loan officer, mortgage banker or wholesale account executive, • OR minimum one year of relationship based sales experience, • Understanding the difference between retail and wholesale lending, • Proven success in building business relationships, • Confident communication skills and professionalism over the phone and face to face, • Proficiency with technology including Microsoft Office, CRM's and the ability to multi-task, • Ability to take feedback and be coached up with the desire to get better every day, • Hard workers who take accountability for their actions, • Self-motivated with a strong work ethic and a positive attitude Nice To Have Qualifications: • Knowledge of the mortgage industry with previous experience working for a retail or wholesale mortgage lender, • Inside sales and / or phone sales experience, • A passion for the mortgage industry, • Previous in a business to business sales model, • A desire for a six figure income and motivated to work in a competitive sales environment NOTE: This is an inside account executive position based in Pontiac, Michigan. Candidates must reside or be able to relocate to the metro Detroit area. We are not currently seeking outside account executives. Our account executive's work a 10:00am to 7:00pm schedule with a one-hour lunch.

Job Description Loan Mortgage Professionals! We are hiring! Mortgage Banker currently lending in 40 states nationwide. Must have mortgage experience: Seeking Licensed Mortgage Loan Professionals who are responsible for developing new business, structuring, and closing loans, as well as maintaining and servicing an existing portfolio. The Loan Officer manages the customer through the entire loan process by setting expectations, taking applications, and managing closings. This involves collecting and analyzing information and documentation regarding the customer's employment, income, assets, credit history, and debts to determine the appropriate mortgage loan financing options. This position also represents the company in the local community through active involvement in community affairs and by participating in marketing efforts of products and services. Must hold an active Mortgage Originator License through NMLS Essential Duties: • Actively work with already established referral accounts and originate residential mortgage loans with mortgage products to meet established loan quality and production goals., • Responds in a timely and professional manner to customer inquiries and referrals that are generated through established contacts or our business channels., • Conducts interviews with prospective borrowers in order to analyze financial and credit data and determines customer financing objectives. Advises customers of advantages and disadvantages of loan products and pricing and gathers any additional information required., • Manages overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential homeowners., • Obtains all necessary supporting documents and collects the appropriate fees., • Negotiates terms, structures loan financing based on risk considerations, and presents credits for approval to appropriate levels of authority., • Maintains a thorough knowledge of lending programs, policies, procedures and regulatory requirements., • Explains the available loan program and rate options to the customer and advises the customer on options for locking in a rate and loan program. When the customer wants to lock in a rate and program, the LMP documents the customer's request to lock and confirms the locked rate/program with the Secondary Marketing Department., • Provides monthly projections for production on a timely basis., • Will partner with Mortgage Assistants' and other team members to provide guidance around all aspects of the sales process., • Participates in internal meetings and required training., • Maintains a professional image and demonstrates an understanding of and follows all Policies and Procedures. Qualifications: • High School Diploma or equivalent required, • Minimum of 3 years of mortgage experience with a proven track history, • Active Mortgage Originator license through NMLS required in all states in which loans are originated OR will need to obtain license within first 90 days., • Excellent written and verbal communication skills, • Provides strong customer service to internal and external customers, • Ability to develop positive relationships, • Exceptional organization and time management skills. Ability to manage multiple tasks and deadlines in a fast-paced environment, • Independent, self-starting, team player with a positive attitude, • Ability to read, analyze, and interpret financial data., • Working knowledge of mortgage industry, products, lending practices, and regulatory (federal and state) guidelines. Job Posted by ApplicantPro

Job Description Searching for Real Estate Agents – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR 9i9b5qNv7Z

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: • Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies, • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs, • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially, • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications, • Receive direction from managers and exercise judgement within defined policies and procedures, • Develop understanding of bank products and services to connect to customers' needs, • Interact with customers to demonstrate care and build relationships, • Provide appropriate options for bank products and services to customer, • Refer customers' financial needs to other bankers and partners as needed, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:, • Customer service focus with experience handling complex transactions across multiple systems, • Experience proactively engaging with customers through outreach via phone or email, • Ability to educate and connect customer to technology and share the value of mobile banking options, • Ability to help customers succeed financially by offering introductions to additional team members as appropriate, • Experience working with others on a team to meet customer needs, • Experience fostering and developing strong customer relationships, • Ability to build strong relationships with internal partners, • Ability to follow policies, procedures, and regulations, • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss, • Ability to interact with integrity and professionalism with customers and team members, • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Support customers and employees in resolving or escalating concerns or complaintsJob Expectations:, • Ability to travel 100% of the time within the district, • Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided), • Ability to work a schedule that may include most Saturdays, • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed, • This position is not eligible for Visa sponsorship, • Novato 1590 Grant Avenue NOVATO, CA 94945, • Petaluma Washington Square 333 B South McDowell Blvd PETALUMA, CA 94954, • Strawberry Village 800 Redwood Hwy, Ste 209 MILL VALLEY, CA 94941, • Hamilton Gateway 5820 Nave Drive NOVATO, CA 94949, • Point Reyes Station 11400 State Route #1 POINT REYES STATION, CA 94956, • Corte Madera Town Center 427 Corte Madera Town Ctr CORTE MADERA, CA 94925, • San Anselmo 3 Tunstead Avenue SAN ANSELMO, CA 94960, • Miller Avenue 525 Miller Avenue MILL VALLEY, CA 94941, • Northgate 600 Las Gallinas Avenue SAN RAFAEL, CA 94903, • Greenbrae 100 Bon Air Ctr GREENBRAE, CA 94904, • Petaluma Main 125 Western Avenue PETALUMA, CA 94952, • San Rafael Main 1203 4th Street SAN RAFAEL, CA 94901, • Tiburon - Belvedere 1550 Tiburon Blvd BELVEDERE, CA 94920Pay Range:, • This job profile is eligible for a 10% pay differential.Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Job Description Job Summary Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. General expectations of handling new accounts responsibilities 75% of the time and teller responsibilities 25% of the time. Essential Job Functions • Perform all aspects of new account opening procedures for all bank products/services., • Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution., • Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes., • Maintain confidentiality of customer information as well as Bank proprietary information., • Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met., • Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention., • Maintain open communication with other departments of the bank and make referrals as appropriate (e.g. Lending Officers, Relationship Managers, Branch Managers, etc.)., • Proactively support branch new business promotions., • Perform deposit, withdrawal and other teller transactions., • Reconcile and balance teller cash drawer. Secondary Job Functions • Process outgoing wires., • Essential functions of Safe Deposit box (e.g. entry, opening, maintenance)., • Assist customers with problem resolution., • Assist in ATM balancing., • Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports., • Maintain knowledge of regulatory compliance with thorough understanding of all aspects of BSA, including but not limited to AML, USA Patriot Act and Customer Identification Program., • All other duties as assigned. Qualifications/Requirements • High school diploma or equivalent., • 2-3 years of experience as a Universal Banker or equivalent. Minimum of 12 months of new accounts or relevant banking experience is preferred., • At least 2-3 years of cash handling, customer service, or sales experience., • Ability to exchange non-routine information using tact and persuasion as appropriate., • Strong verbal and written communication skills. Preferred Skills/Experience • Post-secondary certificate or degree in Accounting, Finance or Business, preferred., • Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems, • Proven customer service and interpersonal skills, • Effective selling and referral skills, • Strong mathematical, problem-solving, and negotiation skills

Job Description As a Member Financial Specialist, you’ll help UNIFY’s credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…). We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that! Daily, you will • Listen to understand members’ needs., • Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.)., • Provide solutions based on training and available resources., • Build upon concepts and become a trusted expert., • Have passion to help and compassion to understand., • Competitive pay: Base wage starts at $25 per hour., • A clearly defined career path with promotion opportunities based on your performance., • Three weeks of job-preparedness training, • A leadership team committed to motivation and a positive environment., • A culture of inclusivity, belonging and fairness, • Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives, • Passion for helping people and an empathetic ear to our member’s needs., • Thirst for knowledge and desire to grow., • Ability to build relationships with credit union members and teammates., • Willingness to make outbound follow-up calls to credit union members., • Ability to change in daily tasks, procedures, and workspace., • High school diploma or equivalent, • Computer experience, including ability to type documentation while listening and engaging. Overview: UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed. Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution. Essential Duties & Responsibilities: • Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis., • Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting., • Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans., • Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines., • Performs functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies, procedures and guidelines., • Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting financial needs analysis., • Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results., • Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales., • Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards., • May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business., • Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately., • Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed., • Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements., • Participates in the opening and closing of the branch and may oversee operations in the absence of the manager., • Is an advocate and subject matter expert on digital banking options for members., • Becomes a Notary Public to service member needs., • Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs., • Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs., • Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service., • Strong customer/member service skills., • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate the benefits., • Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution., • Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications., • Requires lending certification or the willingness and aptitude to gain certification within three months of hire At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. Competitive Compensation and Excellent Benefits Package* Includes: Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation. UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at #IND123

Job Description This position reports on-site. Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: • Working knowledge and understanding of all bank products and services, • Supports achieving branch sales goals and objectives (i.e., deposits, loans, referrals, etc.), • Generates new business to assist in meeting established production and profitability goals of the branch, • Needs-Based Selling: Proactively promotes, cross-sells, and refers products and services as appropriate to meet our client’s financial needs, • Prepares and compiles new account applications and required information to open new accounts for both business and consumer prospects/clients, • Refers client opportunities to internal and external sales partners to meet client financial needs, • Provides ongoing relationship servicing with existing clients, • Exceeds client expectations in terms of accuracy, efficiency, courtesy, and professionalism, • Responds to clients’ inquiries and requests regarding accounts, • Process routine to complex client transactions. i.e., deposits, transfers, wires, check cashing, etc., • Regular and consistent attendance is required Geographic Location: Qualifications: To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements below represent the required knowledge, skill, and/or ability. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: • High School diploma or equivalent required; Associate/Bachelor’s degree preferred, • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community, • General Mathematics and Accounting, • Must be able to assess any given situation, make decisions, and bring to a successful resolution, • Must be experienced in the effective use of one or more core banking deposits and new account software 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Client Service/Sales, Lobby Management 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 essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; and communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job DescriptionDescription: At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations., • The Personal Banker 3 must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals., • Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations., • Performs a full range of senior teller, operational, and account management transactions accurately and efficiently., • Balances daily transactions and verify that cash totals are correct., • Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required., • Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements: What We Are Looking For: • High School degree or equivalent, • A minimum of two (2) years of banking experience, • Track record of outstanding member service., • Demonstrated track record of success meeting and/or exceeding established goals., • Lending experience., • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $23 -$28 / per hour. Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations., • The Personal Banker 3 must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals., • Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations., • Performs a full range of senior teller, operational, and account management transactions accurately and efficiently., • Balances daily transactions and verify that cash totals are correct., • Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required., • Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements: What We Are Looking For: • High School degree or equivalent, • A minimum of three (3) years of banking experience, • Track record of outstanding member service., • Demonstrated track record of success meeting and/or exceeding established goals., • Lending experience., • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $23-$29 per hour Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. Preferred Area of Experience: Sales, previous banking . The Sal

Job DescriptionDescription: Job Title: Personal Banker II - Chatsworth At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to member in the community based on their needs as determined from member interviews., • Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: • High School degree or equivalent, • Cash Handling experience and responsibilities required, • Previous Banking experience preferred, • Track record of outstanding member service, • Bilingual Spanish preferred, • Demonstrated success meeting and/or exceeding established sales goals, • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veteran / Disabled Drug Free environment Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $20 - $26 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and busin

Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.B

Part Time Universal Banker (20 Hours) - Van Nuys Branch. Refer opportunities to segment partners where appropriate. Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.

The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of t

Universal Banker to join our team at our Beverly Hills Branch. Universal Banker performs the full range of new account transactions according to established procedures. May lead and direct the activities of Customer Service Representatives and other Universal Bankers.

Job Family Group: Retail Banking Sales & Service. Working knowledge of retail investments and lending products.

Part Time Universal Banker (20 Hours) - Encino Branch. Refer opportunities to segment partners where appropriate. Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.

Job Description At Orange County’s Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we’ve built a reputation for excellence—and we’re just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work. Why Work With Us? • Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community., • Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs., • Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays. Your Role: As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions. • Handle teller transactions and open new accounts with accuracy and a friendly demeanor., • Cross-sell products and services, helping members discover solutions that meet their financial needs., • Resolve any issues with a consultative approach that builds trust and long-term relationships. What We're Looking For: • Experience: Within a banking or credit union environment, recent Teller experience and opening new accounts experience is preferred., • Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner., • Technology: Ability to understand and use various systems and software., • Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays., • Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCCU’s branch job levels with their corresponding hourly pay: • Member Service Rep. I: $20.00 (requires minimum two years of customer service and cash handling experience), • Member Service Rep. II: $20.50 (requires minimum six-months recent Teller experience), • Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience), • Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of accounts, AND experience with consumer loans and other complex banking services) Perks & Benefits: • Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day., • Financial Security: Life insurance at no cost and a 401(k) plan with a 3% automatic contribution plus a dollar-for-dollar match up to 5%., • Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays., • Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $1,000 per year. We perform thorough background checks and credit checks. EOE.

Real Estate Independent Sales Associate Coldwell Banker Residential Brokerage Are you a self-starter? Do you have impeccable organization, communication and follow-up skills? Do you have a genuine interest in servicing people? If so, you may have the Sales, Associate, County, Banker, Real Estate, Pr

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service reso

Citi Wealth At Work - Law Firm Group - Banker Svp/Director. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. Whether it's access to a Private Banker as a corporate benefit, or financing, we aim to be your compr

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each person is unique in their pote

Personal Banker Safe Act - Hollywood Area Branches. Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.Strong client relationships are based on trust, assessing and attendi

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The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. WaFd Bank is hiring a Personal Banker. A Personal Banker is creative and can "think outside the box" to provide relevant solutions to o

Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's

Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's

Processes transactions in the general areas of savings, loans, and auxiliary credit union services. Has working knowledge of credit union savings and consumer loan products and all services. Provides suggestions for streamlining department and credit union operations.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's

Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs,

Senior Business Banker-Los Angeles.The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams.They focus on building and maintaining strong client relationshi

Maintains a working knowledge of consumer and business banking products and services including digital products and services. Basic Qualifications: - High school diploma or equivalent - Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experien

Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each person is unique in their pote

Hiring Event - Part Time Associate Banker San Gabriel Market (30 Hours) - Bilingual English and Mandarin Required. Bilingual in English and Mandarin required for this opening.

Part Time Universal Banker - 20 Hours - Los Angeles Miracle Mile Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.