field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

city

state

<h3>Job Description</h3>
Job Description
LHH is actively recruiting experienced Banking Paralegal candidates for open positions we anticiapte our law firm and our clients within various corporations will be reaching out to us about in the near future.&nbsp;
Outlined below are the required credentials and necessary experience that one must demonstrate in order to be a competitive candiate for these upcoming opportunities we anticipate recruiting for.&nbsp;
<ol>
<li>
Perform a variety of duties to assist attorneys according to established policies and procedures. Maintains positive contact with clients and observes confidentiality of client matters.
</li>
<li>
Prepare UCC financing statements and amendments and tracks filing status.
</li>
<li>
Order and review corporate due diligence (including UCC lien searches, entity formation documents, certificates of good standing, and litigation and bankruptcy searches) and prepares summaries analyzing search results.
</li>
<li>
Draft routine loan documents including maintenance of closing checklists.
</li>
<li>
Prepare signature page packets, coordinates execution of documents, and prepares for and facilitates completion of loan closing requirements.
</li>
<li>
Prepare and coordinate distribution of loan documentation closing binders.
</li>
<li>
Assist with real estate matters, such as ordering/reviewing title work and surveys, preparing summaries to analyze results, performing real estate due diligence searches, reviewing title commitments/policies and recorded exceptions to title.
</li>
<li>
Assist with post-closing matters, including recording real estate documents and review of closing binders.
</li>
<li>
Perform some legal research, including review of city, county and state regulations pertaining to real estate transactions.
</li>
<li>
Assist banking attorneys with other documentation and diligence tasks, as needed.
</li>
<li>
Utilize computerized techniques and software as applicable.
</li>
</ol>
Qualifications:
<ol>
<li>
Knowledge of legal principles and practices at a level normally acquired through formal paralegal training or its equivalent. Paralegal certificate from a qualified institution preferred. Bachelor’s degree in related subject matter also considered.
</li>
<li>
Three years’ experience in related field, particularly banking and/or real estate, preferred
</li>
</ol>
Please note that all resume submissions are kept strictly confidential.
 Pay Details: $85,000.00 to $125,000.00 per year Search managed by: Nicholas Romley Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to <a href="https://www.lhh.com/us/en/candidate-privacy" target="_blank">https://www.lhh.com/us/en/candidate-privacy</a> The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: 
<ul>
<li>The California Fair Chance Act</li>
<li>Los Angeles City Fair Chance Ordinance</li>
<li>Los Angeles County Fair Chance Ordinance for Employers</li>
<li>San Francisco Fair Chance Ordinance</li>
</ul>

Chicago- Banking Paralegal

<h3>Job Description</h3>
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
<ul>
<li>Attend daily 8 am sales meeting.</li>
<li>Meet or exceed quarterly and annual deposit and loan production goals.</li>
<li>Generate non-interest income through the sale of fee-based services.</li>
<li>Consistently deliver excellence in service by adhering to the Bank’s service standards.</li>
<li>Adhere to the standards of the Bank’s sales culture as outlined in the current Sales Culture Handbook.</li>
</ul>
Business Development
<ul>
<li>Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio.</li>
<li>Daily boxtime is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily boxtime session.</li>
<li>Maintain a minimum of 4 pipeline and 7 pre-pipeline deals.</li>
<li>Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.).</li>
<li>Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM.</li>
<li>Work existing client base for business expansion and referrals.</li>
<li>Develop and leverage referral sources (CPA’s, Attorneys, Physicians, etc.). Position yourself as their banker of choice.</li>
<li>Generate 1 SPF referral per month.</li>
<li>Generate 2 third party referrals annually.</li>
<li>Generate 2 Business Elan applications per month.</li>
<li>Ensure maturing loans assigned to portfolio are renewed.</li>
<li>Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting.</li>
<li>Work with borrower’s support contacts (CPA’s, attorneys, CFO’s, etc.) to gain referrals and to stay attuned to borrower’s plans.</li>
<li>Make yourself available to borrowers to ensure you are the banker of choice.</li>
<li>Utilize projected maturity report to renew/extend loans prior to maturity.</li>
</ul>
Leadership
<ul>
<li>Monitor and manage for BBO/BRM, assigned commercial loan portfolio to ensure retention and expansion.</li>
<li>Monitor and provide guidance on commercial lending protocols for BBO/BRM.</li>
</ul>
Compliance Related Activity
<ul>
<li>Adhere to Reg B/Flood requirements.</li>
<li>Complete all assigned tutorials and Compliance Training.</li>
<li>Focus on Majority/Minority census tracts as assigned by RMM.</li>
<li>Focus on Small Business/Small Farm loans assigned goals.</li>
<li>Meet CRA Hours.</li>
<li>Meet new CRA loan production goals.</li>
<li>Renew all assigned existing CRA loans/lines.</li>
<li>Answer regulatory questions correctly during Audit/Branch Review.</li>
</ul>
Ownership, Accountability and Work Habits
<ul>
<li>Attend daily sales meetings; provide mentoring and encouragement as appropriate.</li>
<li>As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM.</li>
<li>Communicate problems, successes and challenges to RMM and Credit Hub on a timely basis.</li>
<li>Attend two seminars/functions during the year to promote WAB in the community and develop new business.</li>
<li>Adhere to the Bank’s Guiding Principles; integrate into all that you do.</li>
<li>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.</li>
<li>Meet attendance guidelines.</li>
</ul>
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:
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. 
<ul>
<li>Constant travel to conduct outside sales calls.</li>
<li>Works non-standard business hours.</li>
<li>Drives to sales calls. Must maintain a current driver’s license and proof of insurance.</li>
</ul>
MENTAL DEMANDS:
<ul>
<li>Effectively communicate with clients and prospects.</li>
<li>Retain and shares knowledge of WAB products, services and fees.</li>
<li>Obtain enough confidential data to identify client’s financial status.</li>
<li>Identify additional service opportunities.</li>
<li>Apply basic math skills to determine fees and saving opportunities.</li>
<li>Formulate sales action plans.</li>
</ul>
EQUIPMENT USED TO PERFORM FUNCTIONS:10-key machine, fax, photocopier, Microsoft based computers, smart phones. DECISION MAKING: 
<ul>
<li>Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements.</li>
<li>Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client.</li>
<li>Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations.</li>
<li>Selects methods to improve sales/marketing skills of subordinate staff.</li>
<li>Structures credits based on client needs and available bank products.</li>
</ul>
SUPERVISORY RESPONSIBILITY:
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: <a href="http://www.westamerica.com/about/privacy" target="_blank">www.westamerica.com/about/privacy</a>

Business Banking Officer

<h3>Job Description</h3>
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.
 
 Financial Plan
<ul>
<li>Meet or exceed quarterly and annual deposit and loan production goals. Generate non-interest income through the sale of fee-based services.</li>
<li>Attend daily 8 am sales meeting.</li>
<li>Consistently deliver excellence in service by adhering to the Bank’s service standards.</li>
<li>Adhere to the standards of the Bank’s sales culture as outlined in the current Sales Culture Handbook.</li>
<li>Ensure maturing loans assigned to portfolio are renewed.</li>
<li>Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting.</li>
<li>Work with borrower’s support contacts (CPA’s, attorneys, CFO’s, etc.) to gain referrals and to stay attuned to borrower’s plans.</li>
<li>Make yourself available to borrowers to ensure you are the banker of choice.</li>
<li>Utilize projected maturity report to renew/extend loans prior to maturity.</li>
</ul>
Business Development
<ul>
<li>Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio.</li>
<li>Daily box time is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily box time session.</li>
<li>Maintain a minimum of 4 pipeline and 7 pre-pipeline deals.</li>
<li>Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.).</li>
<li>Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM.</li>
<li>Work existing client base for business expansion and referrals.</li>
<li>Develop and leverage referral sources (CPA’s, Attorneys, Physicians, etc.). Position yourself as their banker of choice.</li>
<li>Generate 1 SPF referral per month.</li>
<li>Generate 2 third party referrals annually.</li>
<li>Generate 2 Business Elan applications per month.</li>
</ul>
Compliance Related Activity
<ul>
<li>Adhere to Reg B/Flood requirements.</li>
<li>Complete all assigned tutorials and Compliance Training.</li>
<li>Focus on Majority/Minority census tracts as assigned by RMM.</li>
<li>Focus on Small Business/Small Farm loans assigned goals.</li>
<li>Meet CRA Hours.</li>
<li>Meet new CRA loan production goals.</li>
<li>Renew all assigned existing CRA loans/lines.</li>
<li>Answer regulatory questions correctly during Audit/Branch Review.</li>
</ul>
Ownership, Accountability and Work Habits
<ul>
<li>As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM.</li>
<li>Communicate problems, successes and challenges to RMM/RSM on a timely basis.</li>
<li>Consistently adhere to the “No Surprises” standards.</li>
<li>Adhere to the Bank’s Guiding Principles.</li>
<li>Adhere to established standards and provide superior customer service.</li>
<li>Meet attendance guidelines.</li>
</ul>
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:Previous sales experience preferably within a financial services environment. Four (4) year college degree preferred. Previous retail sales, banking experience and/or lending a plus, preferably commercial real estate knowledge. 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. 
<ul>
<li>Constant travel to conduct outside sales calls.</li>
<li>Works non-standard business hours.</li>
<li>Drives to sales calls. Must maintain a current driver’s license and proof of insurance.</li>
</ul>
MENTAL DEMANDS:Effectively communicate with clients and prospects.
<ul>
<li>Retain and shares knowledge of WAB products, services and fees.</li>
<li>Obtain enough confidential data to identify client’s financial status.</li>
<li>Identify additional service opportunities.</li>
<li>Apply basic math skills to determine fees and saving opportunities.</li>
<li>Formulate sales action plans.</li>
</ul>
EQUIPMENT USED TO PERFORM FUNCTIONS:10-key machine, fax, photocopier, Microsoft based computers, smart phones. DECISION MAKING: 
<ul>
<li>Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements.</li>
<li>Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client.</li>
<li>Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations.</li>
<li>Structures credits based on client needs and available bank products.</li>
</ul>
SUPERVISORY RESPONSIBILITY: Directly Supervised: -0- Supervised by Subordinates: -0- 
Requirements:
 
EOE
Westamerica Bank's Privacy Policy may be found at: <a href="http://www.westamerica.com/about/privacy" target="_blank">www.westamerica.com/about/privacy</a>

<h3>Job Description</h3>
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.
 
Manages branch's commercial loan portfolio/deposits/growth. Works to achieve branch's identified profitability goals by increasing the existing Book of Business:
<ul>
<li>Contacts prospect/clients to establish new bank relationships through the selling of appropriate bank products.</li>
<li>Contacts current clients to retain and expand present bank relationships by cross-selling bank products.</li>
</ul>
 
Directs sales activities of branch sales force:
<ul>
<li>Conducts daily sales meeting.</li>
<li>Actively sells Westamerica's bank products/services.</li>
<li>Monitors results of sales activities as outlined in current WAB Sales Culture Booklet.</li>
<li>Determines training needs.</li>
<li>Performs screening and interviewing of applicants.</li>
</ul>
Represents the bank in various civic and community activities in an effort to enhance the Bank's image and attract new business.
Communicates Bank policies, programs, procedures, and sales information during staff meetings.
Reviews and makes recommendations regarding branch budgets.
Reviews and recommends staffing actions for branch sales personnel.
Reviews delinquent loans and implements appropriate action to help correct situation.
 
EOE
Westamerica Bank's Privacy Policy may be found at: <a href="http://www.westamerica.com/about/privacy" target="_blank">www.westamerica.com/about/privacy</a>
 
Requirements:

<h3>Job Description</h3>
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
<ul>
<li>Attend daily 8 am sales meeting.</li>
<li>Meet or exceed quarterly and annual deposit and loan production goals.</li>
<li>Generate non-interest income through the sale of fee-based services.</li>
<li>Consistently deliver excellence in service by adhering to the Bank’s service standards.</li>
<li>Adhere to the standards of the Bank’s sales culture as outlined in the current Sales Culture Handbook.</li>
</ul>
Business Development
<ul>
<li>Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio.</li>
<li>Daily boxtime is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily boxtime session.</li>
<li>Maintain a minimum of 4 pipeline and 7 pre-pipeline deals.</li>
<li>Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.).</li>
<li>Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM.</li>
<li>Work existing client base for business expansion and referrals.</li>
<li>Develop and leverage referral sources (CPA’s, Attorneys, Physicians, etc.). Position yourself as their banker of choice.</li>
<li>Generate 1 SPF referral per month.</li>
<li>Generate 2 third party referrals annually.</li>
<li>Generate 2 Business Elan applications per month.</li>
<li>Ensure maturing loans assigned to portfolio are renewed.</li>
<li>Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting.</li>
<li>Work with borrower’s support contacts (CPA’s, attorneys, CFO’s, etc.) to gain referrals and to stay attuned to borrower’s plans.</li>
<li>Make yourself available to borrowers to ensure you are the banker of choice.</li>
<li>Utilize projected maturity report to renew/extend loans prior to maturity.</li>
</ul>
Leadership
<ul>
<li>Monitor and manage for BBO/BRM, assigned commercial loan portfolio to ensure retention and expansion.</li>
<li>Monitor and provide guidance on commercial lending protocols for BBO/BRM.</li>
</ul>
Compliance Related Activity
<ul>
<li>Adhere to Reg B/Flood requirements.</li>
<li>Complete all assigned tutorials and Compliance Training.</li>
<li>Focus on Majority/Minority census tracts as assigned by RMM.</li>
<li>Focus on Small Business/Small Farm loans assigned goals.</li>
<li>Meet CRA Hours.</li>
<li>Meet new CRA loan production goals.</li>
<li>Renew all assigned existing CRA loans/lines.</li>
<li>Answer regulatory questions correctly during Audit/Branch Review.</li>
</ul>
Ownership, Accountability and Work Habits
<ul>
<li>Attend daily sales meetings; provide mentoring and encouragement as appropriate.</li>
<li>As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM.</li>
<li>Communicate problems, successes and challenges to RMM and Credit Hub on a timely basis.</li>
<li>Attend two seminars/functions during the year to promote WAB in the community and develop new business.</li>
<li>Adhere to the Bank’s Guiding Principles; integrate into all that you do.</li>
<li>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.</li>
<li>Meet attendance guidelines.</li>
</ul>
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: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. 
<ul>
<li>Constant travel to conduct outside sales calls.</li>
<li>Works non-standard business hours.</li>
<li>Drives to sales calls. Must maintain a current driver’s license and proof of insurance.</li>
</ul>
MENTAL DEMANDS:
<ul>
<li>Effectively communicate with clients and prospects.</li>
<li>Retain and shares knowledge of WAB products, services and fees.</li>
<li>Obtain enough confidential data to identify client’s financial status.</li>
<li>Identify additional service opportunities.</li>
<li>Apply basic math skills to determine fees and saving opportunities.</li>
<li>Formulate sales action plans.</li>
</ul>
EQUIPMENT USED TO PERFORM FUNCTIONS:10-key machine, fax, photocopier, Microsoft based computers, smart phones. DECISION MAKING: 
<ul>
<li>Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements.</li>
<li>Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client.</li>
<li>Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations.</li>
<li>Selects methods to improve sales/marketing skills of subordinate staff.</li>
<li>Structures credits based on client needs and available bank products.</li>
</ul>
SUPERVISORY RESPONSIBILITY: 
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: <a href="http://www.westamerica.com/about/privacy" target="_blank">www.westamerica.com/about/privacy</a>

<h3>Job Description</h3>
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
<ul>
<li>Attend daily 8 am sales meeting.</li>
<li>Meet or exceed quarterly and annual deposit and loan production goals.</li>
<li>Generate non-interest income through the sale of fee-based services.</li>
<li>Consistently deliver excellence in service by adhering to the Bank’s service standards.</li>
<li>Adhere to the standards of the Bank’s sales culture as outlined in the current Sales Culture Handbook.</li>
</ul>
Business Development
<ul>
<li>Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio.</li>
<li>Daily boxtime is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily boxtime session.</li>
<li>Maintain a minimum of 4 pipeline and 7 pre-pipeline deals.</li>
<li>Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.).</li>
<li>Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM.</li>
<li>Work existing client base for business expansion and referrals.</li>
<li>Develop and leverage referral sources (CPA’s, Attorneys, Physicians, etc.). Position yourself as their banker of choice.</li>
<li>Generate 1 SPF referral per month.</li>
<li>Generate 2 third party referrals annually.</li>
<li>Generate 2 Business Elan applications per month.</li>
<li>Ensure maturing loans assigned to portfolio are renewed.</li>
<li>Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting.</li>
<li>Work with borrower’s support contacts (CPA’s, attorneys, CFO’s, etc.) to gain referrals and to stay attuned to borrower’s plans.</li>
<li>Make yourself available to borrowers to ensure you are the banker of choice.</li>
<li>Utilize projected maturity report to renew/extend loans prior to maturity.</li>
</ul>
Leadership
<ul>
<li>Monitor and manage for BBO/BRM, assigned commercial loan portfolio to ensure retention and expansion.</li>
<li>Monitor and provide guidance on commercial lending protocols for BBO/BRM.</li>
</ul>
Compliance Related Activity
<ul>
<li>Adhere to Reg B/Flood requirements.</li>
<li>Complete all assigned tutorials and Compliance Training.</li>
<li>Focus on Majority/Minority census tracts as assigned by RMM.</li>
<li>Focus on Small Business/Small Farm loans assigned goals.</li>
<li>Meet CRA Hours.</li>
<li>Meet new CRA loan production goals.</li>
<li>Renew all assigned existing CRA loans/lines.</li>
<li>Answer regulatory questions correctly during Audit/Branch Review.</li>
</ul>
Ownership, Accountability and Work Habits
<ul>
<li>Attend daily sales meetings; provide mentoring and encouragement as appropriate.</li>
<li>As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM.</li>
<li>Communicate problems, successes and challenges to RMM and Credit Hub on a timely basis.</li>
<li>Attend two seminars/functions during the year to promote WAB in the community and develop new business.</li>
<li>Adhere to the Bank’s Guiding Principles; integrate into all that you do.</li>
<li>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.</li>
<li>Meet attendance guidelines.</li>
</ul>
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: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. 
<ul>
<li>Constant travel to conduct outside sales calls.</li>
<li>Works non-standard business hours.</li>
<li>Drives to sales calls. Must maintain a current driver’s license and proof of insurance.</li>
</ul>
MENTAL DEMANDS:
<ul>
<li>Effectively communicate with clients and prospects.</li>
<li>Retain and shares knowledge of WAB products, services and fees.</li>
<li>Obtain enough confidential data to identify client’s financial status.</li>
<li>Identify additional service opportunities.</li>
<li>Apply basic math skills to determine fees and saving opportunities.</li>
<li>Formulate sales action plans.</li>
</ul>
EQUIPMENT USED TO PERFORM FUNCTIONS:10-key machine, fax, photocopier, Microsoft based computers, smart phones. DECISION MAKING: 
<ul>
<li>Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements.</li>
<li>Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client.</li>
<li>Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations.</li>
<li>Selects methods to improve sales/marketing skills of subordinate staff.</li>
<li>Structures credits based on client needs and available bank products.</li>
</ul>
SUPERVISORY RESPONSIBILITY:
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: <a href="http://www.westamerica.com/about/privacy" target="_blank">www.westamerica.com/about/privacy</a>

<h3>Job Description</h3>
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
<ul>
<li>Attend daily 8 am sales meeting.</li>
<li>Meet or exceed quarterly and annual deposit and loan production goals.</li>
<li>Generate non-interest income through the sale of fee-based services.</li>
<li>Consistently deliver excellence in service by adhering to the Bank’s service standards.</li>
<li>Adhere to the standards of the Bank’s sales culture as outlined in the current Sales Culture Handbook.</li>
</ul>
Business Development
<ul>
<li>Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio.</li>
<li>Daily boxtime is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily boxtime session.</li>
<li>Maintain a minimum of 4 pipeline and 7 pre-pipeline deals.</li>
<li>Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.).</li>
<li>Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM.</li>
<li>Work existing client base for business expansion and referrals.</li>
<li>Develop and leverage referral sources (CPA’s, Attorneys, Physicians, etc.). Position yourself as their banker of choice.</li>
<li>Generate 1 SPF referral per month.</li>
<li>Generate 2 third party referrals annually.</li>
<li>Generate 2 Business Elan applications per month.</li>
<li>Ensure maturing loans assigned to portfolio are renewed.</li>
<li>Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting.</li>
<li>Work with borrower’s support contacts (CPA’s, attorneys, CFO’s, etc.) to gain referrals and to stay attuned to borrower’s plans.</li>
<li>Make yourself available to borrowers to ensure you are the banker of choice.</li>
<li>Utilize projected maturity report to renew/extend loans prior to maturity.</li>
</ul>
Leadership
<ul>
<li>Monitor and manage for BBO/BRM, assigned commercial loan portfolio to ensure retention and expansion.</li>
<li>Monitor and provide guidance on commercial lending protocols for BBO/BRM.</li>
</ul>
Compliance Related Activity
<ul>
<li>Adhere to Reg B/Flood requirements.</li>
<li>Complete all assigned tutorials and Compliance Training.</li>
<li>Focus on Majority/Minority census tracts as assigned by RMM.</li>
<li>Focus on Small Business/Small Farm loans assigned goals.</li>
<li>Meet CRA Hours.</li>
<li>Meet new CRA loan production goals.</li>
<li>Renew all assigned existing CRA loans/lines.</li>
<li>Answer regulatory questions correctly during Audit/Branch Review.</li>
</ul>
Ownership, Accountability and Work Habits
<ul>
<li>Attend daily sales meetings; provide mentoring and encouragement as appropriate.</li>
<li>As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM.</li>
<li>Communicate problems, successes and challenges to RMM and Credit Hub on a timely basis.</li>
<li>Attend two seminars/functions during the year to promote WAB in the community and develop new business.</li>
<li>Adhere to the Bank’s Guiding Principles; integrate into all that you do.</li>
<li>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.</li>
<li>Meet attendance guidelines.</li>
</ul>
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:
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. 
<ul>
<li>Constant travel to conduct outside sales calls.</li>
<li>Works non-standard business hours.</li>
<li>Drives to sales calls. Must maintain a current driver’s license and proof of insurance.</li>
</ul>
MENTAL DEMANDS:
<ul>
<li>Effectively communicate with clients and prospects.</li>
<li>Retain and shares knowledge of WAB products, services and fees.</li>
<li>Obtain enough confidential data to identify client’s financial status.</li>
<li>Identify additional service opportunities.</li>
<li>Apply basic math skills to determine fees and saving opportunities.</li>
<li>Formulate sales action plans.</li>
</ul>
EQUIPMENT USED TO PERFORM FUNCTIONS:10-key machine, fax, photocopier, Microsoft based computers, smart phones. DECISION MAKING: 
<ul>
<li>Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements.</li>
<li>Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client.</li>
<li>Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations.</li>
<li>Selects methods to improve sales/marketing skills of subordinate staff.</li>
<li>Structures credits based on client needs and available bank products.</li>
</ul>
SUPERVISORY RESPONSIBILITY:
Directly Supervised: Depends on size of branch
Supervised by Subordinates: Depends on size of branch 
Requirements:
Qualifications:
Basic Qualifications:
<ul>
<li>Bachelor Degree in business, accounting or finance, or equivalent work experience</li>
<li>Three to Five years of outside sales and customer service experience in the financial services industry.</li>
<li>Adherence to policies, procedures and regulatory banking requirements.</li>
</ul>
Preferred Experience and Skills:
<ul>
<li>Strong product knowledge within the banking/financial services industry.</li>
<li>Ability to provide a pro-forma analysis and narrative on credit requests.</li>
<li>Excellent business development and b2b sales/service skills.</li>
<li>Demonstrate the ability to make both one on one and group presentations.</li>
<li>Strong interpersonal, verbal and written communication skills.</li>
<li>Strong outbound telephone sales skills.</li>
</ul>
EOE
Westamerica Bank's Privacy Policy may be found at: <a href="http://www.westamerica.com/about/privacy" target="_blank">www.westamerica.com/about/privacy</a>

<h3>Job Description</h3>
Job DescriptionDescription:
Join Our Schumacher Automotive Group Family
 
At Schumacher Auto Group, we strive to create a positive and challenging workplace that promotes excellence and achievement, and we aim to deliver the very best experience possible to our customers. We are looking for dedicated and motivated professionals who share that same passion to join our team. If you are ready for a rewarding career and opportunities to excel and advance, join us! 
 
Position Description
Schumacher Automotive Group in West Palm Beach is seeking a Full-Time Banking Specialist! 
Are you an automotive accountant Pro? Do you have a passion for reconciling numbers and researching information to reconcile accounts? 
The Automotive Banking Specialist is responsible for contributing to the success of the dealership. Their primary role is to provide the accounting team with banking support in reconciliation and receipt of deposits and/or monies related to car purchases. This position supports the Controller, Assistant Controller and other accounting team members as needed.
 
Essential Job Responsibilities 
<ul>
<li>Reconciles and deposit service and parts receipts -including charge cards- daily.</li>
<li>Receipts all monies received from vehicle sales, checks for money due, and provides drafts for dealer signatures.</li>
<li>Enters finalized cash receipts and updated accounts receivable ledger by customer.</li>
<li>Files all cash receipt records, check stubs and bank receipts.</li>
<li>Prepares cash deposits and fills out the cash control sheet daily.</li>
<li>Reconciles statements and follows up collections as necessary.</li>
<li>Processes daily credit card deposits.</li>
<li>Reconcile banking related schedules.</li>
<li>Completes research and processes chargebacks, returns and bad checks.</li>
<li>Other duties or projects as assigned by Management.</li>
</ul>
Who are we looking for?
<ul>
<li>Associate’s degree or equivalent experience in accounting required.</li>
<li>Strong mathematical and analytical skills relevant to accounting.</li>
<li>2-4+ years’ experience in accounting roles, preferably in banking and billing.</li>
<li>Automotive dealership experience preferred</li>
<li>Strong written and verbal communication skills required.</li>
<li>Excellent computer and software knowledge skills essential, including Excel, Word, Outlook.</li>
<li>CDK software experience preferred.</li>
<li>Data entry experience required.</li>
<li>Must be accustomed to working under strict deadlines.</li>
<li>Strong work ethic.</li>
</ul>
A valid driver's license. All applicants must pass pre-employment testing to qualify for employment. Pre-Employment testing includes a successful background check and drug testing.
Requirements:
<ul>
<li>Associate’s degree or equivalent experience in accounting required.</li>
<li>Strong mathematical and analytical skills relevant to accounting.</li>
<li>1-3+ years’ experience in accounting roles, preferably in banking and billing.</li>
<li>Automotive dealership experience preferred.</li>
<li>Excellent computer and software knowledge required. Excel, Word, Outlook.</li>
</ul>
Schumacher Auto provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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