field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

city

state

<h3>Job Description</h3>
Job DescriptionJob Title: Banking Operations Experience Required: 1–2 years Supervision Level: General supervision, mostly independent work Job Summary: Responsible for handling and processing various financial transactions. Tasks may include signature verification, posting payments, deposit reviews, account adjustments, transaction research, fraud claim management, and clearing exceptions. Involves transaction reviews, reporting, and making account status changes. Understanding of debits/credits, accounting, or general ledger is highly recommended. Key Responsibilities: Handles second-day transaction reviews and decides to approve or reject them. Reviews mobile and ATM deposits queued for inspection. Posts, research, and reconciles general ledger entries. Identifies and resolves client matters within established guidelines. Meets time-sensitive and daily deadline-driven tasks. Collaborates effectively with internal and external clients/partners. Understands core aspects of banking and accounting/reconciliation. Aims to become proficient in all areas of the job. Generates, creates, and presents formal reports. Proactively assesses client needs and refers complex issues to subject matter experts or supervisors. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: <a href="https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf" target="_blank">https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRi…</a> The pay transparency policy is available here: <a href="https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank">https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_…</a> For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. <a href="https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf" target="_blank">https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Partici…</a> We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #8820 Company DescriptionThis company offers growth and a great group of people to work with. 
<h3>Company Description</h3>
This company offers growth and a great group of people to work with.

Banking Operations Specialist

<h3>Job Description</h3>
Job Description
Overview
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
 
Responsibilities
A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
<ul>
<li>Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism </li>
<li>Determine customer needs, explain and sell products and services</li>
<li>Actively participate in lobby management, greeting customers and proactively taking ownership of the customer’s in-branch experience</li>
<li>Telephone customers to schedule sales appointments and promote products suitable to the customer’s needs</li>
<li>Participate in branch prospecting efforts and sales initiatives</li>
<li>Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.</li>
<li>Serve as a liaison between customer and operational areas</li>
<li>Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines</li>
<li>Ability to understand directions and adhere to established policy and procedures</li>
<li>Able to remain focused and organized to successfully complete responsibilities</li>
<li>Actively participate in branch meetings and training to enhance knowledge and development of skills </li>
<li>Other related duties as assigned or directed</li>
<li>
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
</li>
<li>May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels</li>
</ul>
 
Qualifications
Education, Training and Skills Requirements:
<ul>
<li>High School Diploma or GED required</li>
<li>Excellent interpersonal and communication skills</li>
<li>Accurate and proficient math skills</li>
<li>Documentation skills with attention to detail</li>
<li>Clear thinking and ability to remain focused</li>
<li>Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence</li>
<li>Internal product knowledge and teller training (provided after hire)</li>
</ul>
Experience/Other:
<ul>
<li>Two (2) years of customer service and/or banking normally required </li>
<li>All applicants must be 18 years of age or older.</li>
</ul>

Relationship Banking Representative

<h3>Job Description</h3>
Job DescriptionTop Firm! // Great Reputation! // Huge Growth Opportunities // Apply Now! This Jobot Job is hosted by: Megan Bastian Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $200,000 - $225,000 per year 
A bit about us:
 Mid-sized, well-respected Law Firm (60 Attorneys) seeking to add a Banking &amp; Finance Associate to their team. An Ideal candidate will have 2-5 years of banking and finance firm experience with experience drafting and reviewing loan documents (ex: credit agreements, collateral documents) in a highly structured middle market. The ideal candidate should also have experience with asset-based lending, acquisition, and real estate finance transactions. If you have a background representing banks as an administrative agent that is a PLUS! 
Why join us?
 Comprehensive benefits No Billable Hour Requirement! Exceptional growth potential Work with multiple lenders, not just one big account! Laid back and relaxed firm, not a sweat shop! 4 days a week in office (Monday-Thursday) Flexible with you when life happens! (ex: If a situation comes up with your family and you need to work from home that day, no problem!) 401(k) PTO: 3 weeks 
Job Details
 Requirements 
<ul>
<li> 2-5 years of banking and finance experience (Lender-side)</li>
<li> Experience representing Banks and other Financial institutions</li>
<li> Licensed to practice law in New York, New Jersey is a PLUS</li>
<li> J.D. from an accredited law school with a strong academic record.</li>
<li> Highly motivated with substantial growth potential.</li>
<li> Bankruptcy experience is a PLUS</li>
</ul>
 Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. 
<h3>Company Description</h3>
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Banking & Finance Attorney

<h3>Job Description</h3>
Job Description
WE HAVE AN IMMEDIATE TEMP TO PERM OPPORTUNITY FOR A MORTGAGE LOAN PROCESSOR/ PARALEGAL WORKING WITHIN OUR BANKING DEPT. 2+ YEARS OF EXPERIENCE REQUIRED. 
*Duties and Responsibilities:*
<ul>
<li>Must be fully familiar with TRID process</li>
<li>Prepare CD’s for closing</li>
<li>Prepare CEMA’s, 255’s, Schedule A Mortgage Schedules</li>
<li>Ability to fully review CEMA collateral and spot issues</li>
<li>Communicate with brokers, banks, clients, attorneys, and title companies from beginning to end of loan process.</li>
<li>Coordinate with parties to schedule closings</li>
<li>Prepare loan closing documents for both real property and coop loans for various lender clients</li>
</ul>
*Required Skills:*
<ul>
<li>Must be a self-starter and quickly master handling a heavy pipeline of loan files (ability to handle files from start to finish )</li>
<li>Excellent verbal and written communication skills for interaction with a variety of parties inside and outside of our offices.</li>
<li>Ability to elicit, interpret, analyze, and evaluate given information relative to loan closing guidelines and lender requirements.</li>
<li>Excellent organization skills, detail-oriented aptitude and ability to multi-task in a fast paced environment.</li>
<li>General administrative abilities to include typing, filing, and use of computer, calculator, copier and facsimile machines.</li>
</ul>

Mortgage Banking Paralegal

<h3>Job Description</h3>
Job DescriptionLHH 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>
 ]]&gt;

Chicago- Banking Paralegal

<h3>Job Description</h3>
Job Description
First Merchants Bank is seeking a Banking Center Manager to join our team! This position will focus on developing and implementing sales plans, coaching and developing their team, providing strong managerial leadership and direction to the banking center staff, and overseeing the operational soundness of the banking center.
As part of this role you will: 
<ul>
<li>Oversee and inspect all operations and compliance of the banking center.</li>
<li>Develop and implement an aggressive sales and marketing strategy to drive deposit, loan and partner referrals with new and existing client relationships.
<ul>
<li>Regularly conduct outside sales calls to nurture and grow established relationships and grow market share for the banking center(s) through frequent participation in business development activities with existing business customers in the market area.</li>
<li>Market all types of business and consumer banking functions including deposits, lending, Private Wealth, brokerage, merchant processing, treasury management, etc.</li>
</ul>
</li>
<li>Ensure banking center team and partners deliver upon Gold Standard for Service expectations.
<ul>
<li>Promote an understanding of business deposit and lending products and expand relationships with new and existing clients through ongoing outside business calling activities.</li>
<li>Open accounts and process loan applications for both consumer and business customers.</li>
<li>Resolve customer inquiries, problems and complaints with scope of authority while proactively using service to sales techniques to provide solutions to customers for current financial needs.</li>
</ul>
</li>
<li>Create and foster a robust employee experience within the banking center.
<ul>
<li>Implement effective Sales Management routines designed to coach, teach, train and inspect sales activities within the banking center(s).</li>
<li>Conduct weekly sales and pipeline meetings, daily huddles, touch bases with direct reports.</li>
<li>Complete formal and informal coaching conversations monthly focusing on sales and service behavioral observation and the associated production from those behaviors.</li>
<li>Coach bankers to the effective use of the guided conversation and associated sales tactics to expand relationships and increase share of wallet. </li>
</ul>
</li>
</ul>
To be successful in this position, we require the following:
<ul>
<li>High school diploma or equivalent (GED).</li>
<li>A minimum of three (3) years of sales, management, banking, or related experience including serving in a lead or supervisory capacity.</li>
<li>This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.</li>
<li>Obtain Notary Public designation within six (6) months of employment. </li>
</ul>
The following would be a plus:
<ul>
<li>Demonstrated ability to sell and cross-sell bank products and services.</li>
<li>Consumer lending experience.</li>
<li>Supervisory experience in the banking industry.</li>
<li>Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals.</li>
<li>Bachelor’s degree.</li>
</ul>
First Merchants offers the following:
<ul>
<li>Base Pay PLUS Bonuses</li>
<li>Medical, Dental and Vision Insurance</li>
<li>401k</li>
<li>Health Savings and Flexible Spending Accounts</li>
<li>Vacation/Sick Time</li>
<li>Paid Holidays</li>
<li>Paid Parental Leave</li>
<li>Tuition Reimbursement</li>
<li>Additional Benefits</li>
</ul>
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!

Banking Center Manager

<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.
 
 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>

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