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Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.Follows established policies in accordance w

Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients.

Century 21 is one of the world's largest residential real estate brokerage franchisors. Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotheby's International Realty, we fulfi

We support multiple brands across real estate services, including Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotheby’s International Realty, with a global presence across 118 countries and territories. Coldwell Banker franchise

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. Advi

What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time Employees * Health, Dental, Vision, 401k match and Life Insurance * Employee Assistance Program * Tuition Assistance Program (Fu

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 * Partic

Job Description: Job Description 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.Being a Great

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

About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.

Lateral-US/job/Encinitas/Relationship-Banker---San-Diego-Coast25039553-2) Job Description: Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Relationship Banker - San Diego Coast Encinitas, Calif

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experienc

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. Part Time Universal Banker (20 Hours), Eastlake Branch.

Branch Relationship Banker (Personal Banker). We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Golden Triangle, La Jolla, CA Branch.

Branch Relationship Banker (Personal Banker).

Part Time Universal Banker (20 Hours), Eastlake 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.

More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals.Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek

Remote Mortgage Loan Officer High-Earning Opportunity | Refinance Focus | Commission Only MUST ALREADY HAVE YOUR NMLS LICENSE.Are you a skilled Mortgage Loan Officer who thrives in a fast-paced, sales-driven environment?.We're seeking experienced professionals who specialize in refinances and excel

CA-WA Private Mortgage Banker (SAFE). Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.

CA-WA Private Mortgage Banker (SAFE). Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.

Client Relationship Consultant.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

As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Find ways to drive new client acquisition in partnership with the bankers. As an As

As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. As an Associate Banker in Emerging Middle Market, you will work both independently

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

As a Banker Associate, you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Associate Banker In Emerging Middle Market. As an Associate Banker in Emerging Mid

Commercial Banker - Emerging Middle Market - Vice President. If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Bank

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the

A leading global financial services firm is seeking a Commercial Banker in San Diego, CA.

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a commercial banker in emerging middle market banking, your role is to be the

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

As a Business Banker at First Citizens Bank, you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Business Bankers are responsible for acquiring and managing a portfolio of business banking relations

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management.

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 Ga9FPp4IQt

Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Small Business Consultant you will provide an exceptional client experience while engaging in a broad range of sales and service activities at branch locations. Consult with clients to facilitate client awareness and education of bank products and services, including digital banking capabilities. Process a variety of routine financial transactions accurately and efficiently. Open and maintenance client accounts and address client requests, inquiries and complaints promptly and efficiently. Assist in branch lending processes by accepting applications, answering client questions, and booking loans.In this role you'll have the opportunity to: • Act as a leader in providing an exceptional client sales and service experience at branch locations. Assists with the operations of the branch along with the on-going training, mentoring, and coaching of team members., • Grow and maintains a consumer/business lending pipeline by deepening client and center of influence relationships to continuously source referrals. Independently conducts outbound calls and networking activities, participates in delivering banking presentations., • Consult with clients on bank products and services to attract, expand, and retain client relationships. Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognizes and facilitates referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.), • Communicate proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance. Holds client appointments scheduled by clients and/or branch team as well as walk-in appointments to identify and meet client needs., • Open new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Responsible for complying with policies, procedures, security requirements, and government regulations., • Assist in branch lending processes, educates clients regarding lending options, completes thorough loan applications and documentation., • May process a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately.Education & Certifications, • H.S. Diploma: required (an equivalent combination of education and experience may be considered), • NMLS Registration requiredExperience, • 4 or more years of banker/client relationship consultant or related sales experience with established goals required Knowledge, Skills and Abilities, • Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Functional knowledge of complex accounts. (Ex. Trust, Power of Attorney, Guardianship, Court-Blocked, etc.), • Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions. Possess effective selling, cross selling and referral skills. Demonstrated networking skill and ability to manage branch referrals., • Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required., • Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities., • Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools. Travel, • Up to 10%Compensation & Benefits, • Targeted starting salary range (based on experience): $27.09-36.00 hourly, • Incentive potential, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement

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 sAryWRWeqr

Job Description What is the Pay Range? 2026 Pay Scale: $23.25-$28.50 2025 Pay Scale: $22.50-$27.75 Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above. Nurture talent, fuel growth and embrace the TEAL! SDCCU’s compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions. Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) • High school diploma or equivalent., • One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members’ financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered., • Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services., • General knowledge of Credit Union and/or financial institution loan policies and procedures preferred., • Demonstrated professional human relations, communication and organizational skills., • College level math and financial calculation skills., • Basic level computer skills, including MS Office applications (Word, Excel, Outlook), • Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services., • Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned., • Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions., • Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person., • Responsible for keeping abreast of current policies, procedures and new products; follow new procedures., • Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures., • Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision., • Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed., • Provide timely closing of loans through consistent follow-up of loan approvals., • Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions., • Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions., • Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions., • Participate in business development activities including participating in orientations and offsites., • Contribute to the overall branch performance by providing guidance to co-workers as directed by management., • Act as an MSR or Receptionist as directed by management., • Support management in community development activities., • Maintain safe deposit boxes, as applicable., • May be required to work weekends and/or extended hours, to include offsite events. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. 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, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:30/5:30 Saturday: 8:30/2:30 (Rotating) Sunday: OFF Full Time - 40 hours a week

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 bX8Hl6GRqS

Job Description Searching for Real Estate Agents in San Diego, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in San Diego, 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 HaqlsSQgEv

Job Description Job Summary The Operations Utility Officer is responsible for regularly supporting the Branch Manager, Operations Supervisor, Officer and Operations Manager; ensuring branch operational activities run smoothly and efficiently; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate personnel for new services. The Operations Utility Officer is required to be completely knowledgeable and skilled and perform duties in the areas of Personal Banker, CSR, vault, safe deposit and branch operations, and is expected to provide leadership, training and support to less experienced CSRs and other staff members. May be responsible for various branch functions in the absence of the Client Services Officer / Client Services Manager. Duties and Responsibilities • Provides support to all assigned areas of branch operations where service or assistance is needed, including new accounts, teller, safe deposit, and vault teller., • Assist in opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks OFAC and Chexsystem history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing., • Receive, validate, document, input, call back and coordinate customer wire requests in an efficient and timely manner. Ensure wires and wire procedures are followed at all times with no errors. Ensure timely and accurate customer follow up., • Provides on-the-job training of new employees in various branch operational duties including CSR and Personal Banker., • Assists the Operations Supervisor / Officer / Manager with the accurate completion of related operational reports initiated by the Bank’s data processor along with miscellaneous internal reports., • Assists the Operations Supervisor / Officer / Manager to ensure maintenance of branch property by identifying and coordinating repairs and upgrades., • Maintains proper level of vault cash within prescribed branch limits and legal requirements., • May participate in assuring quality control in regards to audits and certifications., • Performs lead duties including assigning and reviewing work for accuracy and completeness, assisting others in resolving problems within given authority, approving transactions within authority levels and training others in branch operations., • Assists other branch offices in resolving operational inquiries., • Balances cash drawer daily and verifies cash being returned to the vault., • Maintains satisfactory balancing average based on established guidelines., • Balances CSR differences as it relates to general ledger accounts; maintains accurate CSR balancing records; balances branch cash totals., • Operates computer efficiently to process transactions, account activity and determine balances., • Assists clients and resolves problems within given authority., • Maintains strict confidentiality of all records and data received and produced., • Receives deposits by determining that all necessary deposit documents are in proper form, and issuing receipts, places proper holds as necessary., • Cashes checks, savings withdrawals and confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing; places proper holds as necessary., • Issues official checks and savings bond applications., • Accepts loan and installment payments., • Types routine letters, reports and forms; maintains files, copies and faxes documents, and orders and distributes supplies; records, files, updates information or reports as required; prepares wire transfers., • May accept Regulation E and ACH disputes acquiring appropriate documentation and signatures and forwarding to appropriate department for processing. Responsibilities Complete required documentation for new accounts including collection of required customer documentation, identification and information as required by the Bank’s CIP program. This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program. Qualifications The employee must be able to perform satisfactorily and have knowledge and/or experience in each assigned duty listed above. High school diploma or general education degree (GED) and a minimum of four (4) or more years of related experience and/or training; or the equivalent combination of education and experience. • Solid work-related experience consisting of financial institution branch operations, cash handling, new accounts and customer service. Ability to resolve complex customer account issues and assess and provide account solutions based on customer needs., • Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related., • Intermediate experience to advanced experience, knowledge and training in branch operation activities, terminology and products and services., • Intermediate to advanced skills in computer terminal and personal computer operation; word processing, spreadsheet and account opening software programs (e.g., Microsoft Word, Excel, Outlook, Icore, DepositPro, etc.)., • Effective oral, written and interpersonal communication skills and the ability to speak clearly to customers and employees., • Ability to deal with problems involving multiple facets and variables in non-standardized situations., • Effective organizational and time management skills., • Ability to work with minimal supervision while performing duties., • Ability and proven record of referring business to the different departments., • Basic mathematics, reasoning, oral comprehension skills., • Good organizational and time management skills., • Active listener., • Must consistently provide the highest level of customer service. While performing the duties of this job the employee is frequently required to sit, stand, use hands to finger, handle, or feel, reach with hands or arms and talk or hear. The employee is occasionally required to walk, climb or balance and stoop, kneel, crouch or crawl. The employee must frequently lift, and/or move up to 10lbs and occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to focus. In the performance of duties of this job the employee will be required to travel to various branches.

Job DescriptionGeneral Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members’ needs and increase member satisfaction. Maintains quality service standards set by the organization while meeting or exceeding monthly assigned sales goals. Principal Accountabilities (95%): Member Experience: • Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services., • Provides an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person., • Provides timely closing of loans through consistent follow-up of loan approvals., • Directly responds to member’s inquiries timely and accurately via telephone, mail, email, or an internal referral., • Develop, expand and retain member relationship in order to increase member satisfaction., • Adhere to CCU's Member Experience Playbook, SLA’s and Corporate initiatives., • Explains account type, product, or service to member., • Has thorough understanding of all credit union digital products and assists members in establishing all electronic services such as online banking, mobile banking, mobile deposits, direct deposit, bill pay, and etc., • Interviews member to determine appropriate product/account/service to establish., • Complies with all positive identification regulations for establishing new account holders., • Analyzes existing account relationships in order to identify potential services and/or account sales opportunities., • Generates outbound telemarketing calls; identifies member needs and promotes appropriate credit union products and services. Utilizes sales skills to source for new account relationships., • Generates and closes identified sales opportunities with new and existing members to include the solicitation of loans, new accounts, and other credit union products and services., • Develops and maintains a follow-up program for expanding multiple account relationships., • Opens basic Business accounts, Fiduciary, Trust Accounts, IRAs and HSA. Completes all tasks required to establish and service the accounts. Originates and funds consumer loans: • Recommends appropriate products and services to members., • Conducts interview with members relating to loan request., • Cross-sells consumer loan protection products and services., • Reviews documentation and forwards to Consumer Lending for review and approval on loans that are not system-approved., • Communicates the loan disposition to member (approved, counter-offer, denied)., • Creates loan documents and obtains member signature(s)., • Disburses new loan and completes follow-up tasks., • Discusses and refers Business Loans., • Develop existing and new member relationships – expanded client base thru business development, on-sites, and community and networking events., • Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as they relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices., • Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork., • Must consistently report to work on time, as scheduled., • Complete all BAI trainings and classroom courses. Position Requirement and Qualifications: Abilities: Must be skilled in the following areas: • Strong communication (written and verbal)., • Provide excellent member service both internally and externally., • Proven sales and service results., • High School education or equivalent., • Knowledgeable in new accounts and lending policies and procedures., • Solid knowledge of sales and referral technique a must., • Requires two to three years of financial institution experience in New Accounts, Sales and Consumer Loan origination to gain the necessary knowledge, skills and abilities to handle all aspects of the position or equivalent. Working Conditions and Physical Demands: Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union’s Employee Handbook & Resource Guide. EOE Monday-Thursday, 9:00 a.m.-5:00 p.m., 6:00 p.m. (Friday), Saturday, 9:00 a.m.-2:00 p.m. 40 hours

Job Description FLSA CLASSIFICATION: Non-exempt position DEPARTMENT: Operations REPORTS TO: Branch Support Manager POSITION OVERVIEW: We are looking for an experienced Universal Banker to join our team! This position will carry a variety of operational responsibilities including teller transactions and account maintenance. The Universal Banker will report directly to the Branch Support Manager and will be a key member of our Operations team. The ideal candidate will be experienced in overall bank operations and will display the ability to “Figure it Out”, which is one of our core values. Our Universal Banker will be mindful of risk mitigation and must follow and remain in compliance with all Bank policies and procedures, as well as applicable state and federal banking regulations. DUTIES AND RESPONSIBILITIES: • Accurately process teller transactions such as deposits, withdrawals, wire requests, transfer requests and loan payments., • Provide consultative client service with current clients to maintain goodwill and promote growth of Bank., • Respond to client inquiries and requests made in person, by mail, telephone or e-mail in accordance with our Standard Service Level Agreement., • Follow established BSA procedures. Report large and unusual transactions to BSA team., • Complete, review and follow up on daily reports and certifications under the direction of Branch Support Manager., • Minimum of 1 year recent bank experience that includes teller responsibilities, • Proficient using Word, Excel and Outlook, • Ability to work scheduled hours and maintain regular attendance, • High School Diploma or GED, • Knowledge of Jack Henry system helpful

Job DescriptionTHE OPPORTUNITYThe Deputy Chief Banking Officer (DCBO) role represents a pivotal leadership opportunity within a rapidly growing, relationship-focused financial institution. As the Bank continues to scale in size, sophistication, and market influence, the DCBO will serve as a force multiplier for the Chief Banking Officer, elevating commercial banking performance, expanding market presence and delivering client experience that distinguishes the Bank as the trusted partner of choice for high-value clients and businesses. This is a highly visible and influential executive role that directly shapes the Bank's revenue engine. The DCBO will help lead the evolution of the banking strategy, unifying relationship management, credit partnerships, and operational delivery in a cohesive approach that delivers disciplined performance while enabling strong and sustainable growth. Stepping into this position means building upon an already strong foundation guided by the Chief Banking Officer’s leadership, capitalizing on a highly skilled banker bench, a strong credit culture, and a differentiated market offering. The DCBO will enhance execution by strengthening productivity, operational alignment, and market responsiveness through scalable frameworks designed to keep pace with the Bank’s growth trajectory. In partnership with the CBO, this leader will help advance a culture where bankers are empowered to deliver proactive guidance, deepen relationships, and expand the Bank’s presence within prioritized commercial and private client segments. This position offers a meaningful opportunity to partner in leading the evolution of a unified and high-performing banking organization. Under the direction of the Chief Banking Officer, the DCBO will support efforts to reinforce a consistent sales culture centered on accountability, client success, and disciplined performance. They will collaborate cross-functionally to reduce friction in the delivery model, enhance speed and transparency in deal execution, and support the development of clearer pathways for banker growth including competency models, coaching programs, and talent succession plans that strengthen the division’s bench both now and for the future. Supporting the advancement of the relationship management function is central to the role’s purpose. The DCBO will help unlock banker potential through structured sales enablement, enhanced resource coordination, and improved internal partnership between front-line teams and Treasury, Operations, and Product leaders. By championing clearer expectations, aligned performance measures, and improved support systems, this role contributes to greater accountability while helping bankers accelerate ramp-time, strengthen internal mobility, and expand client relationships with greater confidence. As a key contributor to the Banks’s long-term vision, the Deputy Chief Banking Officer will help drive market growth, portfolio strength, and financial performance across the Bank’s commercial footprint. Working in close alignment with the executive team, the DCBO will ensure that talent, operational capabilities, and portfolio growth strategies remain synchronized and forward-looking. This role plays a vital part in elevating both the employee and client experience by reinforcing a culture of excellence that strengthens loyalty, drives results, and supports the Bank’s sustained success. Roles & Responsibilities Onboarding & Development • Partner with new Relationship Managers during their first 90 days to accelerate learning, build confidence, and ensure successful integration into the CalPrivate culture., • Deliver structured onboarding, training and coaching sessions focused on sales processes, client engagement and compliance., • You develop leaders by offering personalized coaching, constructive feedback, and career growth support., • Guide sales team in executing tailored business development plans that foster long-term, high-value client relationships., • Regularly review performance metrics, sales reports, and pipeline activity to identify trends, gaps and opportunities., • Deliver timely reporting and insights to the Chief Banking Officer regarding sales performance, team development, and coaching outcomes., • Lead group coaching sessions and best practice workshops to foster peer learning and collaboration., • Partner with leadership to identify ongoing training needs and implement development programs that elevate effectiveness., • Promote a culture of accountability, resilience and excellence within the sales organization., • Reinforce proactive portfolio management practices, early-warning monitoring and strong underwriting alignment with Credit Administration, resulting in improved asset quality, reduced turnaround times, and stronger credit decision transparency for bankers and clients. Build a High-Performance Talent Bench • Implement standardized expectations for performance, communication, and reporting across regional teams improving visibility into results, reinforcing accountability, and enabling timely intervention to support services. THE INDIVIDUALThe successful candidate is an accomplished commercial banking executive who combines strategic vision with hand-on learning and a deep commitment to exceptional client experience. They are a builder by nature, skilled at scaling teams, strengthening portfolio growth, and enhancing operational effectiveness through disciplined sales execution and strong credit acumen. This leader brings a proven track record of developing high-performing bankers, fostering cross-functional collaboration, and driving profitable expansion within competitive banking markets. With strong executive presence, data-driven decision-making, and the ability to inspire trust across the organization, the ideal candidate thrives in environments of growth and transformation and consistently elevates both talent performance and organizational culture. Professional Experience + Qualifications • A minimum of fifteen (15) years in banking or financial services, with a strong emphasis on business development, client relationship management, and sales leadership., • A minimum of ten (10) years in sales management, coaching, or leadership role., • nCino SME, leveraging the platform to streamline sales processes and enhance client management., • Proven tract record of success in commercial or private banking sales leadership., • Demonstrated ability to coach and develop high-performing sales professionals., • Strong analytical and reporting skills, with the ability to translate data into actionable insights., • Excellent interpersonal and collaboration skills, including the ability to build trust and influence across teams., • Leading by Example: Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, serving others above self, client-focus and sound decision making to achieving goals., • Inspirational: Encouraging and inspiring colleagues and subordinates to stretch beyond what they thought they could accomplish., • Business Acumen: Knowledge of the competitive landscape, current and emerging practices, products, and services within the industry., • Professionalism: Display a level of professionalism that inspires confidence in team members and clients/prospects., • Vision and Purpose: Embrace and communicate CalPrivate’s vision, its goals and its business needs; dedicated to success; inspires and motivates., • Dealing with Change: Can effectively cope with change; adaptable and inclined toward change., • Conflict Management: Make conflicts opportunities for improvement; strives for win/win resolutions., • Client Focus: Dedicated to meeting the expectations of customers by applying first-hand client information; establish and maintain effective client relationships while balancing the Bank’s and the client’s interests., • Ethics and Values: Adheres to code of conduct; and rewards right behaviors.

Relationship Banker - Escondido-Oceanside Market.

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