Financial representative jobs in San Diego, California - Page 4Create job alerts

Job Description Join a locally trusted, award-winning Farmers Insurance agency led by Mike and Marla Clinkenbeard. With over 45 years of success, our agency has built a reputation for excellence in customer service, community involvement, and insurance expertise. We take pride in creating a positive, professional environment where both clients and team members feel supported and valued. The Licensed P&C (Property & Casualty) Insurance CSR (Customer Service Representative) plays a key role in servicing existing clients, assisting with high volume phone requests and walk in service needs, generating new business, and providing reliable support to ensure client satisfaction and policy retention. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment! Benefits Hourly Base Salary Based on Experience Paid Time Off (PTO) Health Insurance Vision Insurance Dental Insurance Hands on Training Mon-Fri Schedule Career Growth Opportunities Retirement Plan Responsibilities • Process customer policy change requests., • Assist call ins and walk ins with various policy requests., • Complete Evidence of Insurance requests., • Document each customer contact in eAgent., • Take premium payments from customers., • Treat each customer contact as a cross and up-sell opportunity including financial products., • Return all phone messages promptly., • Thoroughly understand and follow all underwriting, rating and compliance requirements., • Maintain knowledge of new products and services., • Prospecting and generating new business through leads & referral sources., • Generating insurance quotes., • Provide exceptional customer service and support., • Develop and maintain client relationships., • Work independently and as part of a team., • Handle all incoming claim calls from customers and follow-up., • P&C Insurance License: Required to legally discuss and service property and casualty insurance products. (No license at time of hire is ok but will be required within 60 days), • High School Diploma or GED., • Experience: 1-3 years in insurance or customer service., • Strong communication (written and verbal), • Attention to detail, • Time management and multitasking, • Problem-solving ability, • Empathy and patience

Job DescriptionSalary: $90k - $140k Company: IPS Group, Inc. is a design, engineering and manufacturing company focused on low power wireless telecommunications and parking technologies. IPS manufactures its products locally and has been delivering world-class solutions to the telecommunications and parking industries for over 20 years. The company is best known for their patented credit card enabled, solar powered single-space parking meter and web-based management system. Job Description: The Manufacturing Manager is responsible for leading the IPS Manufacturing and Assembly in San Diego, CA. Responsibilities include management of the Manufacturing and Assembly, Staffing, and Equipment OEE. Additionally, this role will require collaboration with Supply Chain, Warehousing, Logistics, Quality Control/ Assurance, Engineering, Cost Accounting and Continuous Improvement. Job Duties: Manufacturing and Assembly • Ensure all manufacturing operations operate in a safe manner., • Lead production associates to achieve daily, weekly, and monthly production targets., • Manage production capacity based on sales, inventory and operations planning., • Generate and deliver production KPI reports., • Maintain on time delivery of 100%., • Manage workforce staffing. Quality • Collaborate with QA/QC to develop and implement control plans for fabricated, assembled, and manufactured goods., • Ensure manufactured products meet or exceed established quality standards., • Assist Quality Assurance and Engineering to achieve in-process quality standard compliance., • Validate product QC procedures and monitor for all finished goods., • Perform regular quality audits on all finished goods, report findings and corrective actions. Inventory Management • Collaborate with cost accounting and warehouse leadership to ensure accurate inventory., • Assist IPS accounting team in reconciling variances., • Improve productivity by implementing Lean manufacturing., • Review and change process and workflows to achieve manufacturing targets. Experience and Education: • BS in Engineering or another related field., • Experience with manufacturing safety guidelines and policies., • Minimum 5+ years experience in manufacturing and operations leadership. Skills • Provide leadership for the successful day-to-day operation of the facility., • Strong hands-on user of MRP/ERP software and maintenance systems., • Experience with forecasting and production planning systems., • Strong computer skills including the ability to prepare spreadsheets and use Microsoft Office Products (Word, Excel, Power Point and/or Access) to analyze data trends., • Deep understanding of quality standards and specifications for manufactured goods., • Previous experience/best practices implementing and using continuous improvement/lean tools such as Six Sigma, 5-S, Lean Manufacturing, and Transactional Lean to drive improvement., • Experience in budgeting/expense management with basic understanding of financial accounting practices., • Demonstrated understanding of the principles and applications associated with manufacturing operations, maintenance, and engineering., • Excellent interpersonal communication and listening ability., • A strong ability to be adaptable and flexible., • Strong analytical and decision-making skills. Physical Demands, Equipment and Machinery The work environment will be in an industrial setting with around machinery and equipment. The environment described here is representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with qualified disabilities to perform the essential functions. The position is in the factory and could involve sitting, standing, walking and lifting and manipulating materials for long periods of time throughout the day. The environment is clean and typically free from dust and hazardous materials. This indoor environment is temperature controlled. Note: The above statements are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel in this classification. Nothing in the job description restricts IPS Group, Inc. from the right to change, assign, or reassign duties and responsibilities at any time for any reason. Furthermore, they do not establish a contract for employment as this is an AT-Will employer. It is the policy of IPS Group, Inc. not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, sexual orientation, or veteran status. Compensation / Benefits: Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Life insurance, • Paid time off, • Vision insurance Job Type: Full-time Pay: $90,000.00 - $140,000.00 per year An Equal Opportunity/Affirmative Action EmployerM/F/D/V

Job Description This position reports on-site. Summary: Responsible for independently representing First Foundation Bank in its fiduciary capacity as Trustee, Executor, or Agent under various forms of agreement. Will serve as Senior Trust Officer with responsibility for selling trust and estate services and administering accounts. Provides coordination and oversight for related services on the Company’s platform, including investment management and banking. Trust accounts are generally of a varied mix and a complex nature. May supervise one or more Trust Associates. Duties and Responsibilities: • Understands and complies with the requirements of all laws and regulations applicable to the position. Become familiar with, and adhere to Trust Division policies and procedures., • Originate new trust sales from existing or prospective clients and provide referrals for other First Foundation products and services., • Develop referrals of prospective clients from attorneys, CPAs, and other centers of influence., • Participate with other disciplines (investment management, real estate, banking, financial planning, philanthropic services) in providing holistic solutions for client opportunities., • Serve as a subject matter expert to others in the organization providing expertise in Trusts and Estates., • Clearly explain the terms and specifications of the will and/or trust, state law, and tax law to prospects, clients, and First Foundation colleagues across all business lines. Provide consultative advice to clients, associates, and COIs concerning the design and administration of complex personal trusts., • Proactively contacts clients to discuss and advise on problems, explain terms and specifications of the will and/or trust, and arrange for payments acceptable under the terms of the trust., • Administers assigned accounts, which may include but are not limited to, revocable and irrevocable trust accounts, agency accounts, IRAs, custody, and escrow accounts, per the terms specified in the trust instrument or agreement. Resolves problems with assigned accounts as well as assists others in account administration., • Develop administrative plans and objectives with clients and beneficiaries in connection with the Real Estate Manager and Investment officer related to assets held in assigned accounts., • Provides recommendations to the appropriate trust committee on a course of action for non-routine matters., • May perform some data entry of approved account transactions including recurring/non-recurring bill payments and discretionary distributions to ensure dual control of account activities. 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: • Bachelor’s degree or equivalent combination of training and experience., • Prefer CFP or CTFA certifications. Understands and can effectively communicate all aspects of First Foundation trust services and technical trust principles to individuals and groups. Thorough and current knowledge of trust and estate planning strategies. Presentation Skills: Able to communicate complex estate planning ideas effectively in writing and verbally. Demonstrates the ability to use personal computers and technical software effectively to produce meaningful and professional results. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel; reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk; stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 5 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description This position is accountable for providing exceptional service, obtaining organizational goals, branch growth, and staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values. DIMENSIONS Service Goals: 4.00 rating or above required on a 5 point scale. Sales Expectations: Meet/exceed established monthly/annual branch sales goals • Consumer loan annual average goal: $5.2 million, • Real estate loan annual average goal: $6.8 million, • New member annual average goal: 600, • Protection products 30% loan penetration Staff Management: Varies. Recommends adequate staffing levels to include hiring/termination Budget: Branch annual average budget: $620 thousand Cash Drawer: $5,000.00 Supervisory responsibilities This position reports directly to the SVP Branch Network Development. The following staff report directly or indirectly to the Branch Manager: • Assistant Branch Manager, • Branch Supervisor, • Branch Senior, • Personal Financial Representative I-II-III, • Personal Financial Assistant, • Senior Teller, • Teller I-II-III NATURE & SCOPE • Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Ensures frequent sales meetings and contests occur., • Assigns, monitors, and reviews work assignments of branch staff to ensure completion of duties according to established procedures and timeframes., • Ensures new acct and loan processing/documents are accurate and complete, under writer stipulations are met and appropriate information is documented. Actively manage loan queues to ensure approved loans are funded., • Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff., • Handling of a cash drawer may be required., • May serve as a notary., • May process consumer and real estate loans., • Develops personnel by providing effective training, cross training, observing, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive team work environment., • Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action., • Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. Reviews and approves/disapproves employees’ time off., • Interviews and recommends selection of new employees and promotion of existing employees., • Monitors monthly budget activities to ensure compliance. Prepares and provides input into annual budget., • Responsible for assigning and completing various departmental side-jobs., • Maintains all necessary department records in accordance with established procedures., • Responsible for the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained., • Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union., • Exercises discretion and independent decision-making to ensure growth and soundness of the credit union., • Assists the Business Development Department with Preferred Partner Group days., • Coordinates and participates in Community, Business Development and partnership events., • Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations., • Shared Branches – Train and ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers., • Understands that guidance from the AVP Branch Network, Branch Network Sales and Service Manager and Branch Network Support Manager may be administered in the form of Coaching, Performance Improvement Plans and Corrective Action., • Performs other relevant and related duties as required. Education, skills, & abilities The Eight Superpowers • Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things., • Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence., • Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond., • Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles., • Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships., • Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers., • Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success., • A Bachelor’s degree in Business/Financial Services is preferred or up to 8 years equivalent financial industry experience. A minimum of 3 years supervisory experience is required for Branch Manager. One year must be in an Assistant Branch Manager position., • Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making., • Knowledgeable in sales and service, branch operations, lending, regulations and security procedures., • Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times., • Ability to interact effectively with coworkers, understand and follow posted work rules and procedures, accept constructive criticism and lead and manage others., • Availability to work Saturdays, Sundays and evenings required in order to accommodate branch, Business Development and Community Relations functions., • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices., • NMLS registration required. MAJOR ACCOUNTABILITIES • Ensure sales and service goals are met., • Oversee operations of the branch to ensure efficiency, accuracy and compliance., • Manage, motivate, coach, train and mentor staff to excel and achieve goals., • Adhere to cash, key and dual control policies and procedures., • Adhere to security and robbery procedures., • Comply with policies and procedures. PHYSICAL REQUIREMENTS • Ability to use keyboard, mouse and other peripherals. ENVIRONMENTAL CONDITIONS • Work is primarily performed within an enclosed office setting. Subject to standard background noise found in an office environment or variable weather and traffic conditions when travel is required. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Salary Range (Annually) $79,775.97 - $99,719.96 (Branch Manager I) $90,560.28 - $113,200.36 (Branch Manager II)

Job Description California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on teller operations, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values. SUPERVISORY RESPONSIBILITIES: This position reports directly to the Branch Manager. The following staff may report directly or indirectly to the Branch Supervisor: Directly: Indirectly: • Branch Senior - Teller I-II-III, • Personal Financial Representative I-II-III NATURE & SCOPE: • Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Conducts frequent sales meetings and contests., • Assigns, monitors, and reviews work assignments of staff to ensure completion of duties according to established procedures and timeframes., • Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff., • Assists with the development of personnel by providing effective training, cross training, observing, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive team work environment., • Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action., • Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. May review and approve/disapprove employees’ time off., • May assist with interviews of new employees and promotion of existing employees., • Responsible for assigning and completing various departmental side-jobs., • Maintains all necessary department records in accordance with established procedures., • Assists with the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained., • Exercises discretion and independent decision-making to ensure growth and soundness of the credit union., • Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations., • Ensures all correspondence is professional and accurate., • Handling of a cash drawer may be required., • May serve as a notary., • May process consumer and real estate loans., • May assist to ensure loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented., • May actively manage loan queues to ensure approved loans are funded., • Shared Branches – Assists with training to ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers., • May assist the Business Development Department with Select Employee Group’s (SEG) days. Participates in community and partnership events., • Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union., • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things., 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence., 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond., 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles., 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships., 6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers., 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success., 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A Bachelor’s degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience. A minimum of 2 years branch supervisory experience is required for Assistant Branch Manager., • Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending., • Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making., • Knowledgeable in sales and service, branch operations, lending, regulations and security procedures., • Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times., • Ability to interact effectively with coworkers, understand and follow work rules and procedures, accept constructive criticism and lead and manage others., • Availability to work Saturdays, Sundays and evenings required in order to accommodate branch, Business Development and Community Relations functions., • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Supports Branch Manager to ensure sales and service goals are met., • Supervises operations of the branch to ensure efficiency, accuracy and compliance., • Motivates, coaches, trains and mentors staff to excel and achieve goals., • Adheres to cash, key and dual control policies and procedures., • Adheres to security and robbery procedures., • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Ability to tolerate long periods of sitting/standing with occasional walking., • Ability to use keyboard, mouse and other peripherals. ENVIRONMENTAL CONDITIONS • Work is primarily performed within an office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Annually) $68,640.0000 - $79,795.04 (Branch Supervisor) $72,391.2080 - $90,489.01000 (Assistant Branch Manager)

Job Description This position is accountable for providing exceptional service, obtaining organizational goals, branch growth, and staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values. DIMENSIONS Service Goals: 4.00 rating or above required on a 5 point scale. Sales Expectations: Meet/exceed established monthly/annual branch sales goals • Consumer loan annual average goal: $5.2 million, • Real estate loan annual average goal: $6.8 million, • New member annual average goal: 600, • Protection products 30% loan penetration Staff Management: Varies. Recommends adequate staffing levels to include hiring/termination Budget: Branch annual average budget: $620 thousand Cash Drawer: $5,000.00 Supervisory responsibilities This position reports directly to the SVP Branch Network Development. The following staff report directly or indirectly to the Branch Manager: • Assistant Branch Manager, • Branch Supervisor, • Branch Senior, • Personal Financial Representative I-II-III, • Personal Financial Assistant, • Senior Teller, • Teller I-II-III NATURE & SCOPE • Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Ensures frequent sales meetings and contests occur., • Assigns, monitors, and reviews work assignments of branch staff to ensure completion of duties according to established procedures and timeframes., • Ensures new acct and loan processing/documents are accurate and complete, under writer stipulations are met and appropriate information is documented. Actively manage loan queues to ensure approved loans are funded., • Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff., • Handling of a cash drawer may be required., • May serve as a notary., • May process consumer and real estate loans., • Develops personnel by providing effective training, cross training, observing, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive team work environment., • Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action., • Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. Reviews and approves/disapproves employees’ time off., • Interviews and recommends selection of new employees and promotion of existing employees., • Monitors monthly budget activities to ensure compliance. Prepares and provides input into annual budget., • Responsible for assigning and completing various departmental side-jobs., • Maintains all necessary department records in accordance with established procedures., • Responsible for the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained., • Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union., • Exercises discretion and independent decision-making to ensure growth and soundness of the credit union., • Assists the Business Development Department with Preferred Partner Group days., • Coordinates and participates in Community, Business Development and partnership events., • Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations., • Shared Branches – Train and ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers., • Understands that guidance from the AVP Branch Network, Branch Network Sales and Service Manager and Branch Network Support Manager may be administered in the form of Coaching, Performance Improvement Plans and Corrective Action., • Performs other relevant and related duties as required. Education, skills, & abilities The Eight Superpowers • Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things., • Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence., • Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond., • Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles., • Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships., • Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers., • Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success., • A Bachelor’s degree in Business/Financial Services is preferred or up to 8 years equivalent financial industry experience. A minimum of 3 years supervisory experience is required for Branch Manager. One year must be in an Assistant Branch Manager position., • Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making., • Knowledgeable in sales and service, branch operations, lending, regulations and security procedures., • Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times., • Ability to interact effectively with coworkers, understand and follow posted work rules and procedures, accept constructive criticism and lead and manage others., • Availability to work Saturdays, Sundays and evenings required in order to accommodate branch, Business Development and Community Relations functions., • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices., • NMLS registration required. MAJOR ACCOUNTABILITIES • Ensure sales and service goals are met., • Oversee operations of the branch to ensure efficiency, accuracy and compliance., • Manage, motivate, coach, train and mentor staff to excel and achieve goals., • Adhere to cash, key and dual control policies and procedures., • Adhere to security and robbery procedures., • Comply with policies and procedures. PHYSICAL REQUIREMENTS • Ability to use keyboard, mouse and other peripherals. ENVIRONMENTAL CONDITIONS • Work is primarily performed within an enclosed office setting. Subject to standard background noise found in an office environment or variable weather and traffic conditions when travel is required. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Salary Range (Annually) $79,775.97 - $99,719.96 (Branch Manager I) $90,560.28 - $113,200.36 (Branch Manager II)

Job Description California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on teller operations, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values. SUPERVISORY RESPONSIBILITIES: This position reports directly to the Branch Manager. The following staff may report directly or indirectly to the Branch Supervisor: Directly: Indirectly: • Branch Senior - Teller I-II-III, • Personal Financial Representative I-II-III NATURE & SCOPE: • Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Conducts frequent sales meetings and contests., • Assigns, monitors, and reviews work assignments of staff to ensure completion of duties according to established procedures and timeframes., • Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff., • Assists with the development of personnel by providing effective training, cross training, observing, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive team work environment., • Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action., • Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. May review and approve/disapprove employees’ time off., • May assist with interviews of new employees and promotion of existing employees., • Responsible for assigning and completing various departmental side-jobs., • Maintains all necessary department records in accordance with established procedures., • Assists with the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained., • Exercises discretion and independent decision-making to ensure growth and soundness of the credit union., • Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations., • Ensures all correspondence is professional and accurate., • Handling of a cash drawer may be required., • May serve as a notary., • May process consumer and real estate loans., • May assist to ensure loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented., • May actively manage loan queues to ensure approved loans are funded., • Shared Branches – Assists with training to ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers., • May assist the Business Development Department with Select Employee Group’s (SEG) days. Participates in community and partnership events., • Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union., • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things., 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence., 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond., 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles., 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships., 6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers., 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success., 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A Bachelor’s degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience. A minimum of 2 years branch supervisory experience is required for Assistant Branch Manager., • Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending., • Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making., • Knowledgeable in sales and service, branch operations, lending, regulations and security procedures., • Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times., • Ability to interact effectively with coworkers, understand and follow work rules and procedures, accept constructive criticism and lead and manage others., • Availability to work Saturdays, Sundays and evenings required in order to accommodate branch, Business Development and Community Relations functions., • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Supports Branch Manager to ensure sales and service goals are met., • Supervises operations of the branch to ensure efficiency, accuracy and compliance., • Motivates, coaches, trains and mentors staff to excel and achieve goals., • Adheres to cash, key and dual control policies and procedures., • Adheres to security and robbery procedures., • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Ability to tolerate long periods of sitting/standing with occasional walking., • Ability to use keyboard, mouse and other peripherals. ENVIRONMENTAL CONDITIONS • Work is primarily performed within an office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Annually) $68,640.0000 - $79,795.04 (Branch Supervisor) $72,391.2080 - $90,489.01000 (Assistant Branch Manager)

Job DescriptionDescription: Our team is looking to add a motivated Part-Time Night Auditor to manage all aspects of front desk operations and be a key person of reference for our guests and vendors. To be successful in this role, you will need to extend professionalism and courtesy, have outstanding communication skills, and have the ability to work in a fast-paced environment. This position may require flexible scheduling availability. Requirements: Job Requirements: • Check-in/Check-out hotel guests, • Process all payments according to established hotel requirements, • Provide information and assistance to all guests and vendors, • Prepares all necessary reports during each shift for the management team Job Qualifications: • Highly motivated team player with strong initiative and desire for achievement, • Must be effective in handling problems in the workplace including anticipating, preventing, identifying, and solving problems as necessary, • Ability to identify and correct potential security problems (locking doors after hours, etc), • Ability to work alone and work well in stressful situations Training: Island Hospitality is committed to employee development and displays that commitment with a formalized training and development program providing a clear path for any employee with a desire and aptitude to thrive in the hospitality business. As team members join Island Hospitality from other organizations they too can build on that prior experience and find further growth opportunities within our company by utilizing the tools and resources offered. Team Member Wellness Program: How We Thank You For All You Bring To The Team Rewarding Benefits Package: • Healthcare including Medical, Dental, and Vision Insurance, • HSA & FSA plans available!, • Dependent care FSA, • Identity Theft Protection Insurance, • Commuter benefits including transit & parking, • Pet Insurance, • PTO and Payroll Incentives for Annual Wellness Exams, • Employee Assistance Program Wellness Subscriptions including access to gyms, financial planning, counseling, and legal services Paid Sick and Vacation Time, • Family Leave, • Incentive based bonus program, • Free room nights at our hotels and employee discounts within your hotel brand, • Discounts for friends and family within your hotel brand, • Team Member of the Month, Quarter, and Year recognition and bonus, • Discounted tickets to theme parks, musicals, movies, and more through Tickets at Work, • Career Growth through our in-house training program with a path personalized to your desired goals Island Hospitality uses E-Verify to confirm work authorization in all municipalities where it is required by law.

Job DescriptionDescription: As our Guest Services Coordinator, you will cover routine office/clerical responsibilities for one of our resorts. You will also serve as the face of the resort as you interact with current and prospective guests who come to the office with questions and concerns. This position may require flexible scheduling availability. Requirements: Job Requirements: • Greet and establish rapport with guests, • Field resort comments, suggestions, and complaints to the Resort Manager, • Check guests in and out for their reservations, • Perform general administrative duties such as answering phones, typing, copying, faxing, and filing, • Complete and maintain resort records, reports, and files, • Prepare and distribute resort communications such as rule reminders, violation notices, newsletters, etc., • Ensure office supplies are sufficiently stocked and prepare supply orders as needed, • Assist with the preparation of marketing materials Job Qualifications: • Intermediate computer proficiency, including the ability to use Microsoft Office, email, and the internet, • Excellent written and verbal communication skills, • Readily available and approachable for all guests while providing excellent guest service, • Prior administrative experience is preferred, • Resort office or hotel front desk experience is a plus 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. While performing the duties of this job, the employee is regularly required to stand, sit or walk for an extended period of time. While performing the duties of this job, the employee is regularly required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. The number of hours you will be scheduled to work during the week is variable and is based on guest occupancy, season, staffing and other factors. Island Hospitality is unable to guarantee a specific number of work hours per week. Training: Island Hospitality is committed to employee development and displays that commitment with a formalized training and development program providing a clear path for any employee with a desire and aptitude to thrive in the hospitality business. As team members join Island Hospitality from other organizations they too can build on that prior experience and find further growth opportunities within our company by utilizing the tools and resources offered. Team Member Wellness Program: How We Thank You For All You Bring To The Team Rewarding Benefits Package: • Healthcare including Medical, Dental, and Vision Insurance, • HSA & FSA plans available!, • Dependent care FSA, • Identity Theft Protection Insurance Commuter benefits including transit & parking, • Pet Insurance, • PTO and Payroll Incentives for Annual Wellness Exams, • Employee Assistance Program, • Wellness Subscriptions including access to gyms, financial planning, counseling, and legal services, • Paid Sick and Vacation Time, • Family Leave, • 401(k) Retirement plan - IHM Matches 100% up to 3% of your salary and an extra 50% on the next 2% of your salary. 401(k) is fully vested upon the first contribution Rewarding Hard Work: • Incentive based bonus program, • Free room nights at our properties and employee discounts within your brand, • Discounts for friends and family within your brand, • Team Member of the Month, Quarter, and Year recognition and bonus, • Discounted tickets to theme parks, musicals, movies, and more through Tickets at Work, • Career Growth through our in-house training program with a path personalized to your desired goals, • Referral bonus program to ANY of our locations Equal Opportunity Employer Island Hospitality uses E-Verify to confirm work authorization in all municipalities where it is required by law.

Job Description MyPoint Credit Union is a member-owned financial institution that first opened its doors in 1948 to serve the community. MyPoint has now proven itself to be the financial services leader within the community and the region. Come join our family! MyPoint is seeking a full-time Card Services Representative for our Kearny Mesa location. The position provides card services support for all Visa, debit card, and ATM programs. Duties include handling lost/stolen accounts, issuing/reissuing accounts, charge backs, interfacing with card services processors, and handling disputes and billing problems. The ideal candidate must have a minimum of two years’ experience with card services, knowledge of rules and regulations related to card services programs, and excellent interpersonal skills to work with all levels of staff and the public. Candidate must be self-motivated and be able to work independently. MyPoint Credit Union is an equal opportunity employer. M/F/D/V Salary Range: $19.34 - $24.18

Job Description Position Summary The Financial Accountant II position is responsible for assisting with month-end close, preparing regulatory and financial reporting schedules, lease accounting, fixed asset accounting, tax preparation and reporting, general ledger reconciliations, and special projects. Maintains quality service standards set by the organization. Monitors, adheres to and enforces internal controls. Minimum Qualifications (Education, Experience, Skills): • Bachelor’s degree in Accounting or related degree, • Three years of full cycle accounting experience with a demonstrated knowledge of advanced accounting principles., • Advanced PC skills with emphasis in spreadsheet languages, such as Excel., • Experience with automated general ledger or ERP systems., • Effective oral and written communication skills. Essential Duties and Responsibilities • Responsible for assigned month-end closing tasks for the Credit Union and wholly-owned CUSO(s)., • Responsible for preparation of the weekly FRB 2900 Report, quarterly NCUA 5300 Report, and other regulatory surveys and reports., • Responsible for lease accounting entries and reconciliation of applicable general ledger accounts to sub-ledger systems., • Responsible for all fixed asset accounting and reporting in the Credit Union and LLCs and reconciliation of applicable general ledger accounts to sub-ledger systems., • Responsible for loan participation accounting and reporting in the Credit Union and reconciliation of applicable general ledger accounts to sub-ledger systems., • Responsible for the reconciliation of assigned general ledger accounts including researching and determining the proper accounting treatment for aging items., • Responsible for researching, gathering data and preparing various tax reporting schedules in accordance with state and federal regulations., • Preparation of sales & use tax schedules, • Preparation of bad debt tax refund claims, • Preparation of unsecured property tax schedules, • Preparation of secured property tax schedules, • Create, update and maintain assigned Accounting policies and procedures., • Responsible for accounts payable review to include proper application of GAAP, general ledger coding and authorizations., • Assist independent auditors, state auditors and supervisory committee during audits and reviews., • Open, close and update the general ledger system as requested., • Lead and participate on assigned departmental and interdepartmental projects., • Cross-train with and backup other positions in the Accounting department., • Perform other duties as assigned., • Comply with all established safety and security guidelines set forth by the organization. Physical Demands and Work Environment 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: 8:00am/5:00pm Full Time – 40 hours a week

Job Description PRIMARY FUNCTION Our Federal |Transportation team is looking to add an experienced team member to act as our Operations Leader. The candidate should have broad expertise, and be enthused about joining HED’s shared commitment to Advancing Your World through Critical Thinking, Integrated Practice, and Design Excellence. Competitive salary and excellent benefits, including a flexible hybrid work schedule, are available. This position is open to individuals located near any of our offices, with preference being for Boston, Chicago, Dallas, Denver, San Diego, San Francisco or Sacramento. At HED we look to Sector Operations Leaders to lead and direct overall project management and operations activities for the sector nationwide. The role supports the business leader and sector leaders in the management of operational processes with a focus on improving overall project performance for the sector. In coordination with the business leader, review and approve proposals with respect to fee, scope, risk and resource management. In coordination with the business leader, serve as an interface between corporate operations and finance relative to project financial report. The Operations Leader also engages with peers firm wide to coordinate staff assignments. ABOUT HED We are a team that is full of ideas, experience, creativity, passionate opinions, insatiable curiosity, uncompromising integrity, commitment, and skill. Our culture is about aspiration, embracing change and challenges, listening and learning from each other, encouraging continual learning, and inspiring collective growth. As an inclusive, integrated architecture and engineering practice, we value the diversity of perspectives, experiences, abilities, and expertise that advance both the work we do, and the world we share. TYPICAL DUTIES • Assist project managers with up-front planning aimed at providing quality documents within established hour budgets and support them to meet performance objectives., • Assist with the recruitment and development of highly qualified project managers with relevant sector expertise., • Conduct performance and feedback reviews with project managers assigned to the sector. Provide input for performance and feedback reviews for project managers assigned to the sector., • Provide input for year-end salary and promotion recommendations for project managers assigned to the sector., • Ensure that project managers are following the HED design process with completion of the appropriate quality review milestones, • Work with project managers and project teams to advance client objectives and to support HED core principals., • Support evaluation of professional service consultants with sector and project leadership to establish a comprehensive resource for consulting services., • Assist project leadership with the review of prime and consultant agreements to mitigate risk. Coordinate review by corporate leader counsel, as required., • Monitor financial performance of the sector projects. Provide guidance to project managers when project financial goals are not being obtained, • Aid corporate finance on current project financial performance for use in establishing monthly financial statements and year-end financial projections., • Assist project leadership with the development of fees and proposals with analysis of scope and service definition, availability of appropriate resources and management of risk., • Evaluate sector workload, staff assignments, project planning and quality assurance. Identify and coordinate with business leader and other operations leaders for sharing of project workload and staffing resources across sectors., • Work with other operations leaders and operations practice discipline leader to improve project management workflows, policies, and procedures to increase efficiencies and project performance., • Coordinate and lead weekly sector staffing and operations meetings., • Lead and monitor the day-to-day operational activities of the sector, and provide guidance on issues related to standards, policies, and procedures., • Utilize weekly operations meetings to discuss current issues and provide direction and support on sector and project related activities., • Responsible, in partnership with the business leader, as the sector representative for jobsite and client related emergencies., • Review and monitor with business leader, human resources and legal services risk management issues., • Represent the company in the professional community., • Function as project manager or principal-in-charge/project director for certain assigned clients., • Bachelor's Degree in Architecture, Engineering or related project management field required. Specific experience in lieu of a degree will be considered., • Professional Licensure required., • LEED Accreditation a plus., • Minimum fifteen years' professional experience in the A/E industry., • Highly experienced in operational management., • Experience in project financial and risk management., • Extensive knowledge of all aspects of professional services from business development through project close-out, including design and technical expertise., • A comprehensive understanding of the coordination aspects and related requirements of all design disciplines, • Strong business acumen, including demonstrated understanding of risk management, business development, contract negotiations, operations, and business planning., • Excellent writing, communication, and organizational skills., • Ability to work well with others under deadline situations., • Meticulous, initiative-taking, enthusiastic and flexible., • Ability to lead, influence and persuade with prudence, assertiveness, and integrity., • Ability to interact appropriately in various business and social settings with all types of people, • Experience with General Services Administration, Department of Energy, NAVFAC or other Federal Government entities projects preferred., • Familiarity with FAR and other overreaching government regulations., • Have the ability to work on US Government projects., • Current or Prior security clearance a plus. PHYSICAL REQUIREMENTS • Capable of traveling to and from project sites, both locally and across the US and potentially outside of the US; attending client, project, and construction meetings., • Ability to access existing and new project sites for observation, investigation, and evaluation purposes., • Ability to use office equipment for communication and documentation purposes. #LI-DD1

Job Description Position Summary: The position of Call Center Specialist I is established to provide prompt, professional and accurate information as well as to cross-sell credit union products and services to existing members to meet their needs and increase member satisfaction via the telephone. Actively participates in the promotion of credit union products and services to existing and potential members. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) • High school diploma or equivalent., • Effective human relations and communications skills with the ability to communicate clearly with all groups of people., • Minimum 6 months recent customer service experience., • Professional appearance and demeanor., • PC literate; including standard Microsoft Office applications., • Symitar experience preferred., • Promptly answer all incoming calls in a polite manner; determine nature of caller’s business and personally assist the caller., • Assist members in conducting routine transactions by telephone utilizing the Symitar computer system., • Determine membership eligibility, quotes savings rates and open new accounts by telephone and mail. Follow up on incomplete documentation to clarify and resolve any outstanding items., • Assist members with problems and or questions requiring research and resolution., • Perform file maintenance and follow up procedures to include online data changes., • Actively cross-sell products and services to members, and track in accordance with credit union rules and procedures., • Prepare member correspondence, subject to Supervisor approval., • Assist members with general questions regarding all products and services. Assist members with basic technical support and troubleshooting, basic loan and IRA product information., • Actively participates in credit union and department sprints and initiatives., • Follow all established policies and procedures, including but not limited to proper authentication and verification., • Assist members with general questions regarding on-line products and services., • May assist as secondary support for Live Chat as business needs dictate., • May perform audit functions, balance department totals or other support as assigned by management., • May provide guidance and training to other employees. While performing the duties of this position, the employee is regularly required to talk and hear; to reach with hands and arms, use hands to finger, handle or feel objects, tools or controls. The employee is occasionally required to walk, stoop, kneel, crouch or crawl. Intermittent keyboarding comprises 75% or more of assigned work. The noise level in the work environment is usually moderate. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. The noise level in the work environment is usually moderate. Monday-Thursday: 8:30am-5:15pm, 45 min lunch Friday: 9:15am-6:00pm, 45 min lunch Saturday: 8:30am-4:00pm, 30 min lunch (Rotating) Please note that during your first 6-8 weeks of employment, you will be training and the schedule will be: Monday-Friday (No Saturdays) 8:00am-5:00pm, 1 hour lunch. After this training period, your schedule will revert to the schedule listed on this posting. The schedule is subject to change based on business need. Full Time - 40 hours a week

Job Description General Summary Branch Manager position manages all sales, service, compliance, and operational activities in the assigned branch. Branch Manager is responsible for meeting or exceeding all prescribed sales production goals on a monthly basis; maintaining compliance with all financial institution laws and regulations; providing on-site leadership, training, motivation, and direction for branch staff to create a quality banking experience for the membership; working to grow, deepen, and retain member relationships through personal contact and business development; maintaining and managing quality service standards set by the organization; and supporting the organization’s strategic initiatives. Supervisory Scope Range of Number of Employees Supervised: All branch staff including Assistant Branch Manager and Member Service Representative Supervisor (if applicable). Principal Accountabilities (95%) Sales Management • Workses with staff (including management team) to ensure monthly branch and individual goals are met., • Coaches and monitors staff to ensure consistent performance expectations are achieved., • Recognizes and rewards achievements; designs campaigns and contests to support and achieve branch goals., • Ensures staff provide an exceptional member experience consistent with Credit Union standards; resolve escalated member complaints quickly, accurately, and timely., • Ensure staff adheres to Branch Service Level Standards, Internal Service Level Agreements, and Corporate Strategic Initiatives., • Ensure all staff is trained in first contact resolution and cross-trained in all areas necessary to provide timely and exceptional member service., • Prospects for new relationships., • Conducts external sales calls, in person and by phone, to solicit new consumer and/or business relationships., • Oversees branch controls and compliance, to effectively manage risk and ensure positive internal audits and certifications., • Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the credit union and its members assets., • Monitors staff compliance with applicable laws, rules and regulations and credit union policies and procedures, • Reviews new account documentation and new loan documentation to ensure credit union risk exposure is minimized and branch staff is following established credit union new account and consumer lending policies and procedures., • Responsible for overall quality control of consumer loan files., • Along with Assistant Branch Manager, recruits, hires, and trains employees., • Provides continuous coaching and mentorship to employees., • Performs other duties as assigned., • Complies with BSA requirements as commensurate with position. Position Requirement and Qualifications Abilities: Strong leadership skills; high-level of integrity and professionalism; extensive business development and sales skills; ability to multi-task; demonstrated resilience and adaptability; excellent organizational and prioritization skills; effective communication; ability to negotiate; able to analyze and solve problems; ability to make sound decisions; able to facilitate brainstorming process to design and implement in-branch sales promotions; effective in motivating and retaining employees to accomplish sales goals. Knowledge, Education, Certifications, Licenses: Extensive knowledge of branch operations and sales; practices, regulations, policies and procedures concerning consumer lending, mortgage lending and business accounts and businesslending; comprehensive knowledge of day-to-day banking operations and regulations to manage a retail branch office; proficiency with personal computers and programs and applications, such as Microsoft Office Suite, or equivalent. A Bachelor’s degree in Business, Finance, or equivalent field preferred. Experience: Requires a minimum of seven years of experience managing a retail branch office in a financial institution to gain the necessary knowledge, skills, and abilities to handle all aspects of the position or equivalent. Position Requirements (Physical and Mental Activities): • Communication - Ability to clearly and accurately communicate instructions or ideas to co-workers in an appropriate manner. Ability to comprehend normal business conversations, • Manual Dexterity - Ability to use the fingers to make small movements such as typing or picking up general office objects. Movements frequently and regularly are required using the wrists, hands, and/or fingers, • Visual Abilities - Visual acuity necessary to prepare or inspect documents and products, or operate machinery, • Physical Strength - May be required to lift up to 10 pounds occasionally, • Reasoning Ability - Ability to carry out instructions and exhibit problem solving skills, • Mathematics Ability - Ability to accurately perform basic math functions including addition, subtraction, multiplication and division, • Language Ability - Exhibit effective written and verbal communication skills. Ability to read and comprehend job related materials efficiently. Ability to prepare written correspondence in a professional manner Working Environment/Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate in a general business office with daily interaction with members, co-workers, and management. May include sitting for extended periods of time, frequent up/down motion, reaching downward or overhead from a sitting position, stooping, or bending.

Job Description Position Title: Operations Manager (Site) Location: San Diego, CA. Position Summary: Manages the activities of training sites. Develops and implements policies and procedures and ensures compliance with these procedures. Evaluates activities to improve efficiency and effectiveness. May coordinate communication between different functions. Manages subordinate employees in the day-to-day performance of their jobs. Ensures that project/department milestones/goals are met and adheres to approved budgets. Required Qualifications: • Secret Clearance, • Experience managing a dispersed workforce in support of DoD training range requirements Preferred Qualifications: • Seven (7) years of DoD training range experience, • Three (3) years of managerial experience with DoD efforts Education: • Required: None At Sayres, our employees enjoy an atmosphere conducive to realizing their potential through personal and professional development while simultaneously exceeding customers' expectations. We offer a broad spectrum of technical, engineering and administrative services including acquisition, financial and program management; fleet synthetic training; logistics; ship construction engineering; systems engineering and integration; wargaming; test and evaluation; security, counterintelligence and policy analysis. Sayres is headquartered in Washington, DC with offices throughout the United States and has a presence abroad. #cj Job Posted by ApplicantPro

Job DescriptionDescription: JOB SUMMARY The Commercial Relationship Manager is responsible for creating, developing, and managing a portfolio of commercial relationships within a specified region within the Bank’s footprint. The incumbent in this position provides expert level advice to customers on opportunities to utilize the Bank’s deposit, loan products, and treasury management services. The role is responsible for business development through a network of COI’s and/or direct solicitation of CRE and C&I financing needs. The incumbent will be able to work independently and will meet or exceed the goals of the job with minimal oversight and/or direction. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Advanced credit analysis and underwriting with focus on more complex Commercial Loans and Real Estate Loans (including Construction and Participations)., • Assists in establishing business relationships with real estate, commercial and/or agricultural clients; providing lending and product expertise to their financial service needs while ensuring loan quality and providing growth for the bank., • Responsible for ensuring credit facilities are in accordance with established policies and which result in maximum volume and profit for the bank. Also assists in developing and growing major customer relationships., • Maintains and seeks knowledge of bank products and services, operational systems/processes, industry trends., • Analyze and underwrite more complex business, and real estate loans for new and existing relationships thereby allowing for the extension of credit within our lending limits or presenting recommendations to Loan Committee., • Assist senior lending officers in identifying client needs, analyzing credit information, ensuring credit quality and timely provision of financial services that meet the needs of our customers., • Recommends to senior lending officers, banking products and services for present and potential customers., • Participates in the bank’s credit process, providing credit analysis, preparing credit memorandums and at times, assisting with the management of our loan portfolio to ensure resolution of emerging problems and consistent credit quality., • Provides referrals to other Ramona National Bank bankers; makes appointments as necessary., • Listens to customer and staff inquires, requests and problems, resolves issues in a timely manner in accordance with expectations., • Tracks repetitive credit analysis and underwriting issues and shares with appropriate staff and senior credit management. Goal is to minimize problems and create and maintain efficient processes that can be improved, making more time for production efficiencies consistent with credit quality and profitability., • Maintains confidentiality for complex and sensitive issues., • Adheres to loan policies, procedures, and underwriting guidelines, also Risk Rating System Requirements., • Assist to assure loan documentation is in compliance with requirements as applicable., • Effectively prepares and presents credit memoranda., • Effectively analyzes and assesses financial information., • Assist in ensuring appropriate pricing and profitability of loans., • Ensures adequacy of financial information and spreads applicable financials on banks chosen format., • Develop, review and assess appropriate ratios, trends and other pertinent financial data related to the loan request., • Credit write-ups to be “complete” in terms of financial analysis, industry analysis and guarantor analysis. The credit memorandum should be able to be understood by individuals having no prior knowledge of the borrowing entity., • Completes applicable reports in a timely and accurate manner., • Demonstrated computer proficiency to include use of Microsoft Office products and other programs as required., • Technical knowledge of the software used to spread financial information such as Cash, Fast, Basis, or other similar packages., • Ability to handle detail oriented transactions., • Good organizational, written and verbal communication skills., • Dedication to teamwork and enjoys working closely with others., • Bachelor’s Degree in Accounting, or Finance. The physical demands described here are representative of those that must be met by an associate 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 associate is regularly required to talk or hear. The associate frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone. The associate is occasionally required to stand, walk, sit, and reach with hands and arms. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled. Pay Range: $112,500 - $150,000 per year. Pay range may vary based on skills, experience, and location.

Job Description Position Summary: Reporting to the Business Office Manager the Contracts Clerk will contribute to the success of our dealerships by providing prompt, quality processing of contracts, collections of monies, and payments to ensure efficient maintenance and accurate balances. Essential Duties and Responsibilities: The essential functions include, but are not limited to the following: • Maximize profit retention, financial reporting, and administration., • Effectively communicate with Finance, Sales Managers, Service Managers and Parts Managers to strengthen processes., • Maintain organized system of physical and digital records for all sales contracts., • Audit car deals and contracts for proper documentation and compliance requirements., • Accurately review, account for, and submit all aftermarket products sold on car deals., • Accurately record the sale, profit, and commissions payable of all retail sold units., • Process trade payoffs in accordance with company standards., • Post all funding notices daily., • Accurately maintain a clean schedules. Including but not limited to Contracts In Transit, Customer Down Payments, Due Bill, Vehicle Incentives., • Process all aftermarket cancellations in a timely manner., • Purchase new and used vehicles into inventory., • Process Dealer Trades., • Seek ways to improve business operations, efficiencies, and customer service, and make recommendations to Business Office management., • Operate with integrity., • Demand the highest ethical standards from self and others., • Assist, through conscientious completion of duties, in protecting the legal, financial, and moral well-being of the company., • Set an example of positive attitude and professionalism, including a neat, orderly, and safe work environment., • Maintain ability to handle job stress and effective interaction with others in the workplace., • Maintain composure within the workplace or outside the workplace when representing the company. Experience, Education, or Skills Required: • Minimum of 3 years work experience as a Contract Clerk or relevant role in automotive., • Understanding of accounting fundamentals., • Working knowledge of Outlook and Microsoft Office applications, • Excellent written and oral communication skills. Must have the ability to compose clear and concise corresponding regarding the relevant subject matter., • Ability to multitask and prioritize effectively., • Fantastic organizational and interpersonal skills; and ability to work in team environment., • Possess the energy and drive to accomplish goals, meet tight deadlines and find solutions., • Automotive Industry experience, • Reynolds and Reynolds experience The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the function. While performing the duties of this position, the employee is required to talk or hear. The employee regularly is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Job DescriptionSalary: $35-$40 Engineer Reports To: Principal Engineer Status: Regular, Full-Time, Non-Exempt Location: San Diego, CA - Onsite POSITION SUMMARY Our culture is performance-oriented, goals driven, collaborative and fun. Our Engineers work together on all levels of challenges across dozens of clients, which provides each engineer full exposure to different environments and projects. We offer an industry leading salary that is based on experience and generous benefits including health, dental, and vision. ABOUT FIT SOLUTIONS FIT Solutions is an innovative national IT Services firm, and we are growing every day. We are focused on creating a culture of elite raving fans for our employees that solves business problems for our clients. We are on a mission to impact the lives touched by technology. We teach and promote individuals to set and achieve their personal, professional, and financial goals through the work we do together. Measuring results against best-in-class businesses, we are focused on hitting targets. We are a humble and adaptable group of people who continue to train, and role play daily in pursuit of our goals. We are a great fit for team members that are aligned and thrive in a fast-paced, results driven environment. PRIMARY OBJECTIVES • Maintain existing relationships through proactive engineering and problem-solving to generate revenue., • Deliver Best in Class customer service to uphold raving fan culture., • Analyze, troubleshoot, and resolve complex technical problems both onsite and remote., • Provide timely resolutions of system and/or application problems and follow through to completion., • Assist in documentation and training to enhance client experience. SECONDARY OBJECTIVES • Manage, review, and oversee IT initiatives and special projects., • Manage and review ongoing client IT initiatives., • Design and prepare quotes for technology solutions, adhering to the clients budget., • Install, configure, and maintain network elements, computer systems and other related equipment., • Document daily work through ConnectWise ticketing system., • Participate in the on-call rotation with team., • Provide desk engineering services., • Perform other duties as assigned. COMPETENCIES • Self-starter and be able to work independently., • Must have excellent high-level engineering skills., • Customer-oriented, solid business acumen and excellent communication skills., • Proven track record of performance against goals year over year., • Knowledge of IT best practices and the ability to use best judgement to service clients needs., • Ability to effectively communicate both orally and in writing, with all levels of internal and external professionals, especially professionals with non-technical understanding., • Adaptability in various business cultures and environments., • Strong relationship building skills with customers and business partners. EDUCATION/TECHNICAL SKILLS Qualifications could Include but is not limited to: • Virtualization Technologies (VMWare, Hyper-V, Citrix, etc.), • Windows Server 2008, 2012, 2016 and 2019, • Cloud Solutions (Azure, AWS), • Proficiency in Active Directory, • Desktop support and user support, • Windows Client Operating Systems (Window 7, 10), • PSA or RMM experience, • Certifications: MCSA, MCP, A+, Network+, CCNA, Security+ VCP (recent certification or recertification) BENEFITS FIT Solutions has your back, and is proud to offer a rich benefit package to our employees, including: • Health, Dental & Vision Insurance (premiums paid up to 99% for employee coverage). Options include, PPO, HDHP, HMO and ACO. Multiple carrier options., • FSA (dependent and medical), HSA options (for qualified plans) and supplemental insurance options, • $10,000 employer-paid Life Insurance & AD&D (employees have the option to buy up), • Paid holidays, • Paid time off, • Paid sick leave, • Flexible hybrid work environment, • Retirement plan (401K), • Professional training & development opportunities PHYSICAL REQUIREMENTS • Ability to spend prolonged periods of time standing, speaking, walking, driving, and/or sitting., • Requires ability to occasionally lift up-to 25lbs., • Position may require travel. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential requirements. 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. Essential functions may require maintaining the physical condition necessary for sitting, walking or standing for prolonged periods of time; operating a computer and keyboard; near visual acuity to review written documentation; ability to hear and understand speech at normal room levels and on the telephone; manual dexterity to operate process equipment; lifting 25 pounds, bending and stooping; lifting computers; running network cables; connecting and testing networking; traveling to client sites; and walking and carrying devices on stairs and crawl spaces. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate. Employees may be exposed to heat, cold, sharp edges, metal racks, high voltage outlets, and normal electrical cabling in the office and closet environments. AAP/EEO Statement: FIT Solutions is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics.