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Job Description This position reports on-site. Summary: This position is responsible for a variety of job functions relating to the servicing of Residential, Multifamily, Commercial Real Estate, and Business Commercial Loans. Perform routine loan servicing duties in support of the department, i.e., respond to customer loan inquiries, process loan payments and payoffs, and board loans. Effectively communicate with related business units, including Branch offices, Private Bankers, and Private Banker Assistants. Assist with all aspects of loan servicing. Duties and Responsibilities: • Understand and comply with requirements of all laws and regulations applicable to the position, • Answer telephone calls regarding routine loan inquiries, • Update daily indices on the loan core system, • Complete all loan advance requests by working closely with Private Bankers to ensure the accuracy of the request, • Audit Rate adjustments and ARM notices as they occur, • Update the loan core system with hazard/flood insurance information, policy renewals, and cancellations, • Data entry of loan information to the loan core system that includes payment processing, payment reversals, address changes, appraisal updates, and other loan file maintenance, • Payoff loans by working with title and escrow to facilitate the payoff, • Assist with processing Verification of Mortgage forms, • Work with title and escrow companies to assist with processing Demand statements, including amending demands as needed with updated amounts to facilitate payoffs, • Board new loans to the loan core system, • Provide highly responsive and consistent levels of customer service to the Bank’s internal and external customers, • Assist with any departmental duties and projects as assigned Geographic Location: Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: • High School diploma or equivalent required; higher degree preferred, • Must have a clear understanding of the mechanics and functionality of adjustable-rate loans, • Basic knowledge of information technology required, • Extensive experience working with adjustable-rate loans, • Excellent organizational and communication skills, written and verbal, • PC proficiency in MS Word, Excel, and Outlook While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and 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, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there’s no stopping you! AVP, Business Development Officer Summary: Position is responsible for generating and expanding the Bank’s deposit Relationships. Meets or exceeds assigned sales goals to small businesses (revenues up to $10MM) through outside sales; working with branch managers and completion of other activities. Contributes to the profitability and growth of the Business Banking Unit by building and developing new and expanded client relationships. Consults with customers and prospects about their financial goals and needs and identifies and promotes Enterprise Bank & Trust products and services to best meet those needs. Actively cross-sells appropriate banking products to new and existing customers. Essential Duties and Responsibilities: • Performs direct calling on prospective new clients on the phone, in person and via mail, email and other communication methods to generate deposits and fee income through alternative bank products and services; including pre-screening loan requests, as necessary, to accomplish deposit goals. Spends a majority of time outside the bank., • Meets established sales goals including total deposits, number of new relationships, and products per relationship., • Works with various partners to ensure clients have the right products to meet their needs. Actively refers clients to other Bank areas for additional needs., • Conducts joint outside sales calls with branch associates at prospect’s or client’s places of business., • Develops internal and external referral sources through centers of influence, participation in bank events, community activities and participation in seminars to professional and small business groups as well as asking for referrals from new clients., • Maintains at least bi-annual contact with deposit customers to ensure the customer is satisfied with products and service being received from the bank and it identify any changes in the customer’s business that may require an additional or different products and services as well as to ask for added business via referrals., • Promotes favorable image of the bank in all business activities within the community., • Works closely with team members to facilitate the on boarding of clients, including facilitating the introduction of the team members to the client., • Logs and maintains all call and sales activity in Sales Force in a disciplined sales process on no less than a weekly basis., • Complies with policies, procedures, security requirements and government laws/regulations., • Performs other duties as required. Qualifications: • Proven ability to understand and implement a calling plan that meets business development expectations, • Analytical skills and reasonable experience level to decision credit requests, • Ability to manage multiple duties efficiently with a high commitment to job quality and client satisfaction, • Excellent presentation, communication, and customer service skills, • Team-oriented, possess a positive attitude and work well with others, • Good phone voice with professional and well-groomed appearance, • Ability to interview customers and understand requests, • Ability to prioritize; handle multiple tasks, and work independently, • Strong organizational skills and detail-oriented with the ability to complete forms and handle transactions with a high degree of accuracy Supervisory Responsibilities: • None Education and/or Experience: • High school diploma or equivalent, • Three to five years outside sale experience Computer and Software Skills: • Salesforce, • Word, • Excel Certificates, Licenses and Registrations: • None Additional Information: • Ability to travel within the assigned market. COMPENSATION: Salary Range: $120,000 base salary for the first 9 months. After 9 months, $100,000 base salary plus commissions. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at ___. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click ___. To learn more about the LA County Fair Chance Ordinance, click on this ___ or ___ poster.

Job Description Searching for Real Estate Agents in Santa Ana, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Ana, 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 br8fFLd0hi

Job Description Searching for Real Estate Agents in Anaheim, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Anaheim, 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 ApGJmXu6PR

Job Description At Orange County's Credit Union, we believe in creating a workplace where every voice matters. We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a testament to our commitment to workplace excellence. With over 85 years of experience, $2.5+ billion in assets, and 140,000+ members, we're not just a financial service provider—we're a community that puts people first. Join a professional, welcoming, and collaborative environment where your contributions are recognized and celebrated. At Orange County's Credit Union, we don't just hire employees; we build a team dedicated to excellence in member service. Your Role: As a Member Service Representative (Relationship or Universal Banker), you'll be the face of our credit union, providing a range of services that go beyond basic transactions. You’ll: • Handle teller transactions, open new accounts, assist with consumer loan applications, and fund loans 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, one year recent of teller and opening new accounts experience is required AND experience assisting with consumer loan applications through funding 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. 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 new accounts, AND experience with consumer loans and other complex banking services), • 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 and referral bonuses, as well as educational grants up to $1,000 per year. We perform thorough background checks and credit checks. EOE.

Job Description At Orange County's Credit Union, we believe in creating a workplace where every voice matters. We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a testament to our commitment to workplace excellence. With over 85 years of experience, $2.5+ billion in assets, and 140,000+ members, we're not just a financial service provider—we're a community that puts people first. Join a professional, welcoming, and collaborative environment where your contributions are recognized and celebrated. At Orange County's Credit Union, we don't just hire employees; we build a team dedicated to excellence in member service. Your Role: As a Member Service Representative (Relationship or Universal Banker), you'll be the face of our credit union, providing a range of services that go beyond basic transactions. You’ll: • Handle teller transactions, open new accounts, assist with consumer loan applications, and fund loans 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, one year recent of teller and opening new accounts experience is required AND experience assisting with consumer loan applications through funding 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. 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 new accounts, AND experience with consumer loans and other complex banking services), • 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 and referral bonuses, as well as educational grants up to $1,000 per year. We perform thorough background checks and credit checks. EOE.

Job Description Ground Zero (Six Figure) Entry Level Earning Opportunity in Real Estate Finance in Charlotte (NC), Dallas (TX), and Orange (CA) Orion Lending, a leader in the business–to–business residential real estate finance industry is excited to announce an out-of-this-world, comprehensive entry-level career program, with paid training, that can LAUNCH you onto a six-figure income trajectory by your second year! Our mission is to provide financing for the American dream of homeownership, and we want YOU to be a part of that journey! Are you DRIVEN? Are you COACHABLE? Do you have a GREAT ATTITUDE? If your answers are yes, WE WANT TO TALK TO YOU! We are looking for motivated, college-educated individuals, with little-to-no work experience, that are hungry to learn from the best in the industry. Many of us were fortunate to stumble into this business by accident, but we’re not leaving YOUR career up to chance. We are actively seeking the best and brightest STARS from local area colleges and universities, to replicate the tremendous success we’ve DISCOVERED, and our unique out-of-this-world, comprehensive career training program is designed to help you achieve exactly that! Orion Lending is light years ahead of its competition and has been consistently recognized as a Top Workplace from 2017 – 2022. This full-time position offers an ongoing base pay plus commission beginning on day 1, PLUS a competitive benefits package that includes medical, dental, vision, 401(k) with annual discretionary contributions, opportunity for annual bonuses and the Orion Perks: Engagement and Recognition Program. All recent and soon-to-be graduates are welcome to apply. To learn more about this astronomical opportunity, please visit: Company DescriptionOrion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry. ️‍ Orion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion. At Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.Orion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry.\r\n️‍\r\nOrion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion.\r\n\r\nAt Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.

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.

Job Description Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Are you ready to empower firefighters and their families to achieve their financial dreams? If so, this is an exciting opportunity to work with a reputable organization dedicated to serving those who serve our communities. Currently, we have an immediate opening in our Irvine, CA branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant II is responsible for establishing new member relationships and interfacing with members to provide a full-service experience. Typical responsibilities: • Recommend financial products and services to meet members’ short and long-term financial needs., • Assist members with completing consumer loan applications., • Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), and/or opening new and sub-accounts., • Process cash transactions for members, maintain cash drawers, and daily balance of vaults and branch cash., • Contribute to a positive and collaborative work environment, supporting your colleagues and fostering a culture of teamwork and continuous improvement., • Minimum 2 years experience as a personal banker at a credit union or bank setting, • Proven track record of taking initiative, demonstrating a proactive approach to member interactions, and identifying opportunities for improvement., • Experience with consumer loan application and processing., • Experience with account opening and teller transactions., • A team player mentality, collaborating effectively with colleagues and contributing to a positive work environment., • Passion for serving the community, • High School Diploma or GED We offer exceptional benefits to our employees, including: • Competitive salary with a pay for performance bonus, • Fully paid Medical, Dental, and Vision benefits package for employees., • Fully paid Life insurance, AD&D, short and long-term disability coverage, • 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%, • Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program, • Pet Insurance, • 3 weeks of PTO annually including 2 ½ days of float time., • 9 paid holidays plus 2 half days Join our team and make a meaningful impact on the lives of firefighters and their families. We value your skills, expertise, and commitment to serving the community. Apply today to become a part of our mission to strengthen our Fire Family and create a brighter financial future for our members. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at .

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 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 TYy4TCg46E

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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

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Job Description As a Payment Banker, you will be the face of the bank, responsible for delivering exceptional customer service while deepening relationships with clients. You will assist customers with their banking needs, provide financial solutions, and promote Nano Banc’s products and services to help clients achieve their financial goals. Qualifications: 3+ years of experience in banking Business 2 business banking preferred Customer service experience Job Description: The Payment Processing Specialist is responsible for handling various monetary transactions, managing customer accounts, and ensuring compliance with banking regulations. This role involves processing accounts payable and receivable, assisting members with financial inquiries, and promoting banking products and services. Responsibilities: Key Responsibilities include • Client Engagement: Build and maintain strong relationships with new and existing clients through proactive outreach and personalized service., • Sales & Service: Identify customer needs and recommend appropriate banking products including checking, savings, loans, and digital services., • Transactions & Operations: Process routine banking transactions accurately and efficiently, including deposits, withdrawals, payments, and account maintenance., • Compliance & Risk Management: Ensure all banking activities comply with internal policies and regulatory requirements. The pay range for this position is $35.00 - $38.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program, • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Irvine,CA. Application Deadline This position is anticipated to close on Oct 15, 2025. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

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

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Job Description Summary: This position is responsible for generating new deposits, loan sales volume, and First Foundation Advisors (FFA) investment management revenue through new and existing individual relationships in a dynamic fast-paced, goal-oriented sales environment. Role will focus on serving the ultra-high-net-worth (UHNW) client market. May serve as the client’s relationship manager or as a specialist/member of a broader relationship management team. Responsible for attaining established individual sales and referral goals through active sales efforts as specified in the business plan. A significant percentage of the position’s compensation is derived from sales incentives. 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