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Personal Banker Safe Act, Piedmont Avenue Branch, Officer.

Job DescriptionOur SelectLeaders client is a U.S.-based commercial bank that offers a broad range of financial services, with a particular strength in international trade and small business lending. They provide products such as export-import financing, commercial real estate loans, business and personal checking and savings accounts, and digital banking solutions and are seeking established Relationship Managers to support their growing team. The Relationship Manager is responsible for originating, managing, and growing the bank’s portfolio, specifically focusing on businesses with operating lines of credit, equipment financing, working capital needs, and other related lending structures backed by real estate collateral and examines, evaluates, and authorizes or recommends approval of customer applications for commercial loans. In addition to technical lending expertise, this officer must serve as a true advisor to business owners. The Relationship Manager must possess strong business acumen, patience, innovative thinking, and the ability to deeply understand a client’s operations and financial needs. The ideal candidate is not your typical "cookie cutter" banker, but a thoughtful, solutions-oriented advisor who can creatively utilize the bank’s products and confidently propose appropriate loan structures.Essential Job Functions • Assist lending team in all facets of growing and managing the bank’s commercial real estate loans., • Develop new and additional deposits, cash management and bank services revenue., • Work with clients to resolve account or service-related problems, • Maintain ongoing visibility with client base, • Call and visit target customers to promote and sell establishment products and services., • Promote and cross-sell other establishment products and services as appropriate to customer requirements, such as business checking, business credit card, and letters of credit., • Develop, revise, or eliminate products and services experiencing less than satisfactory performance., • Acquire and grow profitable account relationships with moderately complex business customers and commercial real estate investors/owners., • Accurately analyze borrowers’ financial status, credit and property evaluations, credit histories, corporate financial statements and other relevant financial information to determine feasibility of granting loans; prepare loan presentations with the assistance of loan processors to Loan Committee for approval., • Review and update credit and loan files and loan agreements to ensure that they are complete and accurate according to policy., • Cohesively partner with team members and business lines to deliver exemplary customer service of the bank’s full complement of products and offerings., • Compile and analyze market research data to develop a portfolio of products and services focused on needs of the target market., • Generate new products and services to complement the current portfolio., • Generate and screen leads following establishment policies and procedures to attain new business relationships and product sales., • Design selling program to promote establishment consumer and business loan products., • Oversee all stages of the loan development program to ensure compliance with establishment policies and procedures.Qualifications, • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data., • Knowledge of business and management principles., • Knowledge of principles and processes for providing customer and personal services., • Bachelor Degree/Master’s Degree or equivalent., • Actively strive to increase customers' deposit business within the bank., • Demonstrated sales experience, negotiation skills, business development, portfolio management skills, accounting and/or financial acumen.

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:

Job Description Commercial Loan Officer/Business Banker Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple San Francisco Bay Area communities for over 55 years and Texas. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do. We are currently seeking an enthusiastic individual for the Commercial Loan Officer/Business Banker position. The Ideal candidate should have a successful track record in developing and generating small business loan/SBA loan, C&I, mortgage, commercial loans, home equity lines, and deposits. Successful candidate will have strong knowledge in underwriting, and standard bank lending practices. Candidate will be responsible for performing duties and activities associated with generating, developing, retaining, expanding, maintaining and servicing customer relationships with mortgage loans, commercial loans, C&I, small business loans, home equity lines, and deposit accounts. The loan officer is also responsible for identifying direct sales opportunities for individual goal achievement and referral opportunities. This position incorporates a needs based sales approach through customer relationship management practices established by the bank. Responsibilities: · Supports the Bank’s sales objectives and campaigns by originating or expanding commercial, C&I, small business, and home equity loans by interviewing and profiling applicants, determining financial needs, advising and counseling new and existing customers on appropriate structuring of financial products to meet their needs. · Negotiates loan type, terms and conditions within established guidelines. Ensures all loan documentation is accurately completed. · Identifies sales and service opportunities, develops and implements tactics included in individual and branch market plans to attract new customers, retain and expand existing relationships through sales process activities. · Activities include but are not limited to: profiling customers and prospects, maintaining an effective calling program, networking, telemarketing, direct mailing, cross-selling of additional products. · Creates and updates customer profiles with current, accurate and useful information. Uses the information to develop, expand and document customer relationships. The Business Banker should be familiar with the utilization of the Bank's customer/prospect tracking system. · Responsible for attainment of assigned product, service, revenue and sales goals. · Exhibits ability to provide all elements of customer service/interaction, selling skills and knowledge of all bank products and services. · Resolves unusual or non-routine inquiries to ensure customer satisfaction, ensures positive public perceptions of the bank by extending a courteous greeting and welcome to customers and visitors and by providing accurate and timely customer service. · Attends civic, cultural and community events to maintain communication links and promote the Bank and its services. · Stays up to date on the trends of the financial services industry, and uses knowledge of field to target clients for the Bank's financial services. · Actively works with customers to understand each customer’s normal account activity. Requirement Bachelors degree in Business, Finance, or related field or certification in related discipline prefer. Minimum 6 years increasingly responsible experience in business development of SBA loan, commercial, real estate, and consumer lending. Minimum 6 years in sales and marketing experience. Must know and understand the regulatory environment and how the lending function fits in that environment. Full knowledge of lending principles, practices and services in banking. Excellent oral communication skills with the ability to develop excellent business development initiatives and build concrete customer relationships. Ability to define problems, analyze data, and design and implement solutions to enhance the Bank’s sales culture. Excellent written communication skills, and the ability to clearly and concisely express analytical conclusions and recommended actions with tact and diplomacy. Ability to use knowledge, experience, discretion and independent judgment in solving problems and answering questions in a fast-paced, changing environment. Bilingual Speaking Preferred Email resume to: Visit our website at: for additional information. Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.

Job Description Job Summary The C&I Relationship Manager is responsible for originating, managing, and growing a portfolio of Commercial & Industrial (C&I) clients by providing tailored financing, deposit, and treasury solutions. This role focuses on businesses with operating lines of credit, equipment financing, working capital needs, and other C&I-related lending structures backed by real estate collateral. In addition to technical lending expertise, this officer must serve as a true advisor to business owners. The Relationship Manager must possess strong business acumen, patience, innovative thinking, and the ability to deeply understand a client’s operations and financial needs. The ideal candidate is not a "cookie cutter" banker, but a thoughtful, solutions-oriented advisor who can creatively utilize the bank’s products and confidently propose appropriate loan structures to Credit Administration. The C&I Relationship Manager will build strong, long-term client relationships, assess creditworthiness, and partner closely with internal teams to deliver comprehensive banking solutions. Essential Job Functions • Proactively develop and manage a portfolio of C&I clients, including manufacturers, distributors, professional services firms, and other operating businesses., • Originate and structure credit facilities such as working capital lines, term loans, equipment financing, and accounts receivable financing based on client needs and cash flow., • Generate new business opportunities by identifying prospects, conducting outreach, and leveraging existing relationships within the local business community., • Work with treasury managers to develop deposit relationships, cash management opportunities, and cross-sell the bank’s full suite of business banking products (e.g., treasury services, merchant services, business cards)., • Maintain accurate records of client interactions, pipeline activity, and portfolio performance., • Keep up to date with market trends, industry regulations, and competitor offerings to ensure GBC’s solutions remain competitive and relevant., • Act as a trusted advisor to clients by demonstrating patience, thoughtful listening, and the ability to understand core business operations and challenges., • Apply innovative thinking to identify customized financial solutions using the bank’s product suite., • Confidently propose well-structured loan requests to Credit Administration, supported by sound credit rationale and a strong understanding of borrower needs. Supervisory Responsibility This position has no supervisory responsibilities but may serve as a lead staff member of staff unit. Knowledge: • Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data., • Knowledge of business and management principles., • Knowledge of principles and processes for providing customer and personal services. The ability to: • Communicate information and ideas clearly so others can understand., • Apply general rules to specific problems to produce sound answers., • Listen effectively and understand information and ideas presented verbally., • Advise clients with patience, insight, and strong business understanding. Qualifications/Requirements • Bachelor Degree/Master’s Degree or equivalent., • Actively strive to increase customers' deposit business within the bank., • Demonstrated sales experience, negotiation skills, business development, portfolio management skills, accounting and/or financial acumen. Consecutive Absence Requirements Employees with Officer Titles of Vice President and above are required to be absent from their regular work duties a minimum of two (2) consecutive weeks (i.e. fourteen (14) consecutive calendar days) each calendar year. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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