Personal banker jobs in Richmond, CaliforniaCreate job alerts

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under general managerial review: Achieves sales goal objectives by developing and managing a client portfolio. Provides customers with information and resolves banking problems. Promotes sales of bank services and products. Financial Plan • Attend daily 8 am sales meeting., • Meet or exceed quarterly and annual deposit and loan production goals., • Generate non-interest income through the sale of fee-based services., • Consistently deliver excellence in service by adhering to the Bank’s service standards., • Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio., • Daily boxtime is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily boxtime session., • Maintain a minimum of 4 pipeline and 7 pre-pipeline deals., • Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.)., • Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM., • Work existing client base for business expansion and referrals., • Develop and leverage referral sources (CPA’s, Attorneys, Physicians, etc.). Position yourself as their banker of choice., • Generate 1 SPF referral per month., • Generate 2 third party referrals annually., • Generate 2 Business Elan applications per month., • Ensure maturing loans assigned to portfolio are renewed., • Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting., • Work with borrower’s support contacts (CPA’s, attorneys, CFO’s, etc.) to gain referrals and to stay attuned to borrower’s plans., • Make yourself available to borrowers to ensure you are the banker of choice., • Monitor and manage for BBO/BRM, assigned commercial loan portfolio to ensure retention and expansion., • Adhere to Reg B/Flood requirements., • Complete all assigned tutorials and Compliance Training., • Focus on Majority/Minority census tracts as assigned by RMM., • Focus on Small Business/Small Farm loans assigned goals., • Meet CRA Hours., • Meet new CRA loan production goals., • Renew all assigned existing CRA loans/lines., • Attend daily sales meetings; provide mentoring and encouragement as appropriate., • As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM., • Communicate problems, successes and challenges to RMM and Credit Hub on a timely basis., • Attend two seminars/functions during the year to promote WAB in the community and develop new business., • Adhere to the Bank’s Guiding Principles; integrate into all that you do., • Become involved in one community organization which will help build our image as a community bank and you as a community banker, while recognizing CRA service hours opportunities. Previous sales management experience, commercial underwriting and credit experience. Applicant must possess excellent communication, interpersonal, organizational, business development and marketing skills. Four-year college degree preferred. For purposes of business travel, a valid driver’s license as well as a personal vehicle to drive is required. 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 the job. • Constant travel to conduct outside sales calls., • Works non-standard business hours., • Effectively communicate with clients and prospects., • Retain and shares knowledge of WAB products, services and fees., • Obtain enough confidential data to identify client’s financial status., • Identify additional service opportunities., • Apply basic math skills to determine fees and saving opportunities. 10-key machine, fax, photocopier, Microsoft based computers, smart phones. DECISION MAKING: • Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements., • Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client., • Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations., • Selects methods to improve sales/marketing skills of subordinate staff. Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Requirements: EOE Westamerica Bank's Privacy Policy may be found at:

Personal Banker Safe Act, Piedmont Avenue Branch, Officer. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropriately assess risk when business decision

Personal Banker Safe Act, Piedmont Avenue Branch, Officer. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropriately assess risk when business decision

Personal Banker Safe Act, Bilingual Spanish Speaking Preferred, Oakland Fruitvale Branch, Officer. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropri

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

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the

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

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the

Personal Banker Safe Act, Oakland Fruitvale Branch, Officer. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropriately assess risk when business decisi

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.

Cintas Corporation - - Responsibilities: Drive company trucks to designated areas in the facility for unloading of soiled products; Load clean uniforms, floor mats and additional customer products onto trucks based on customer routes; Maintain the cleanliness of the work area; Meet or exceed a stan

SSA Attractions Group - 9777 Golf Links Road - Responsibilities: Execute daily warehouse duties under the direction of the Warehouse Management Team; Work with Food & Beverage locations to ensure they are properly stocked and fill daily rec orders; Maintain a clean, safe and organized work environme

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.

Radius Recycling - - Responsibilities: Receive and count stock items, and record data associated with the close of purchase orders; Determine shipping methods for materials using knowledge of related procedures, routes, and rates; Verify inventory computations by conducting cycle counts, and corres

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.

Alta Planning + Design is looking for an Administrative Assistant for our Oakland office.If you are looking to join an innovative organization and do work that connects people to places while advancing social justice, safety, and environmental resilience, apply with Alta today!.Alta Planning + Desig

Mondays and Wednesdays - 2 days a week; occasional Fridays as needed.As a Medical Receptionist at Golden State Dermatology, you'll play a pivotal role in ensuring the smooth operation of our front desk and providing exceptional service to our patients.Your day will involve warmly welcoming patients,

Temporary Administrative Assistant.AC Transit is actively searching for an experienced Temporary Administrative Assistant for its office in Oakland, California.This position will provide professional administrative support to AC Transit's Service Supervision Department.In this role, the Temporary Ad

Excellent interpersonal and communication skills required.

Amergis Healthcare Staffing is looking for qualified Administrative Assistants to be responsible for a variety of administrative and clerical duties to help improve efficiencies at an organization.The Administrative Assistants will be the initial contact person for patients when they enter the medic

Administrative Assistant III (EHS).Lawrence Berkeley National Laboratory (LBNL) is hiring an Administrative Assistant III to support the Environment, Health, and Safety (EHS) Division.Reporting to the EHS Division Office Administrative Manager, this position will provide a comprehensive range of adm

Professional phone presence and interpersonal skills.

Your earning potential via commission is limited only by your own personal drive and willingness to succeed. Successfully attain personal sales revenue targets. Friendly, warm, compassionate, and welcoming personality.

Strong interpersonal, organizational, and planning abilities.

High degree of interpersonal skills in interacting with staff, clients and the public.

Allen Brothers Commitment To Excellence.Consistent Quality | Responsible and Strategic Sourcing | Unmatched Craftsmanship / Service.Allen Brothers sources the highest quality product available in the market.Our team of master butchers hand cuts each piece of consistently aged meat to perfection.Deli

Claremont Resort & Club Job Opportunity.At Claremont Resort & Club, we believe that exceptional hospitality starts with extraordinary people.For over a century, our iconic resort has set the standard for luxury and service in the Bay Area.We take pride in creating memorable experiences for our guest

Apex Focus Group partners with research organizations, academic institutions, and brands seeking genuine consumer feedback.We connect individuals with flexible remote research opportunities that help shape products, services, and user experiences.We're inviting individuals from all backgrounds, incl

Lead Attendant For Front Desk And Ship's Store.The San Francisco Yacht Club seeks an energetic, outgoing, engaging, and customer focused Lead Attendant for Front Desk and Ship's Store dedicated to providing excellent customer service to our members and their guests.This is a part time position with

Strong oral and written communication, interpersonal, and organizational skills, with a high degree of tact and professionalism.

Work where you personally know the managing attorney and have daily interaction with the clients we serve.

The primary responsibility is to manage the operations and projects of their assigned program(s) for the College of Nursing (CON).This includes overseeing administrative processes and activities, collaborating with administrative peers, faculty, and students, giving direction and oversight to studen

Do you thrive in an environment where meaningful work happens every day? Do you want to make a difference in the lives of older adults?.Mercy Retirement & Care Center has been at the forefront of senior care for more than 150 years.Situated on our lush campus in Oakland, we provide assisted living,

Vacation and Sick Leave or Personal Time Off.

School Receptionist & Office Assistant.Shu Ren International School (Pre-K5th grade) inspires a lifelong love of learning through an inquiry-based, Mandarin immersion program that empowers students to thrive in a rapidly changing world.Founded in Berkeley, California in 2008, Shu Ren is accredited b

Personal Conduct/Attitude/Teamwork.

Must be able to cross state lines (no K restriction).Weekly minimum $1,540 when on route.Newer trucks/equipment, all automatics, ramp work, touch freight, breakdown mixed pallets.Competitive pay and benefits, including Day 1 Health & Wellness Benefits, Employee Stock Purchase Plan, 401K Employer M

Cardinal Health - - Responsibilities: Prepares and makes deliveries to customer accounts on assigned route using a company vehicle; Packages radiopharmaceutical medication for shipment, performs testing, and loads/unloads containers; Uses a handheld tablet to scan customer orders for accuracy, obta

Delivery Driver / $18-$25 an hour] - Full-time or Part-time / Earn Extra Cash (Delivery, Tips, & Bonus Incentives) / Flexible Scheduling - Delivery.As a delivery driver with Delivery.Play a crucial role in ensuring prompt and efficient delivery of orders to our customers; Safely and responsibly oper

Insomnia Cookies - 2580 Bancroft Way - Responsibilities: Check orders for quality and accuracy before they leave the store.Deliver our cookies, milk and ice cream to our loyal fan base, in a timely and safe fashion.Provide quality customer service through positive and professional interaction with c

Delivery Driver] - Earn up to $23.Age 21+ or Older / Generate Extra Revenue (FT or PT) - As a Medical Delivery Driver, you will: Deliver medical supplies and equipment to various healthcare facilities and patients; Verify delivery locations and ensure all items are correctly labeled and packaged; Lo

Kellermeyer Bergensons Services - 5800 Coliseum Way - Responsibilities: Clean restrooms, break areas, and office areas; Sweep, mop, dust, and remove trash; Ensure walkways are clean and tidy; Clean totes and other items; Some deep cleaning as needed.

Personal Shopper] As a Grocery Delivery Driver at Shipt you will: Get paid to shop by filling customer orders and delivering to their door; Earn up to $22/hour* shopping for and delivering things people love from stores they trust; Set your own hours - part-time - full time - or any time; Be at leas