Jobot
Private Banking Representative - Livermore CAThis Jobot Job is hosted by:
Brett TolmieAre you a fit? Easy Apply now by clicking the Quick Apply buttonand sending us your resume.
Salary:
$60,000 - $75,000 per yearA bit about us:
Our client is a very well-established and one of the oldest and locally owned banks in the Bay Area.
They were founded over 50 years ago and they offer a wide range of services including personal and business banking, SBA, construction, multifamily, lines of credit and commercial loans.
They also handle trust services, estate planning, retirement planning and wealth management.
With over 20 branches and 800
employees, they continue to grow their business.
Aside from generous compensation and benefits packages, they also offer tremendous stability and growth potential.
Currently, they are looking to add an additional Underwriter to the team who will be responsible for reviewing, conditioning, analyzing and issuing decisions on mortgage loans originated from the Retail Channel.
The Underwriter determines and assesses borrower's creditworthiness and risk with sound analytics supported by file documentation.
Why join us?401(k)Dental insuranceHealth insurancePaid time offVision insuranceJob DetailsCurrently they are looking to add another Private Banking Representative to their team out of the Livermore office and this will be a full-time permanent role.
Responsibilities:
Answer incoming correspondence (calls, emails, faxes, voicemail) within established department standardsAssist clients with new products and servicesOpen new accountsInternal and external inquiries and research requestsProcess client transactions including deposits, transfers and wire transfersDaily client contact - overdraft report, check and wire verification, return deposited items, etc.
Verification of Deposit/Credit rating requestsClient supply orders (checks, deposit slips, endorsement stamps, etc.
)Cross sell additional Bank products and servicesAssigned daily and monthly tasks and dutiesCoordinate and participate in Department meetingsEnsure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.
)Support Bank Associates with setup of all additional product and services as requiredAccount Maintenance, (client contact and follow-up)Support Fremont Bank Senior Management as requiredPrepare and process account change requestsComplete Department supply ordersClient site travel as required (new accounts, transactions, maintenance)Adhere to established Department standards and guidelinesClient and Bank event assistance as neededEscalation of client concerns as appropriateRequirements:
1
years in branch banking experience including corporate/business accounts, cash/treasury management, online banking, remote deposit capture, small business bill pay, and wire transfer.
Ability to handle escalation, recommending and opening new business accountsHigh level client service skillsExperience solving customer problems and working with high touch customersProfessional communication skillsExperience working with a Windows-based computer environment, working knowledge of Microsoft OfficeHave or acquire Signing AuthorityStrong time management and organizational skills requiredInterested in hearing more? Easy Apply now by clicking the Quick Apply button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From HomeAbout the Company:
Jobot Company Size:
500 to 999 employeesIndustry:
InsuranceFounded:
2018Website:
https:
//jobot.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
Brett TolmieAre you a fit? Easy Apply now by clicking the Quick Apply buttonand sending us your resume.
Salary:
$60,000 - $75,000 per yearA bit about us:
Our client is a very well-established and one of the oldest and locally owned banks in the Bay Area.
They were founded over 50 years ago and they offer a wide range of services including personal and business banking, SBA, construction, multifamily, lines of credit and commercial loans.
They also handle trust services, estate planning, retirement planning and wealth management.
With over 20 branches and 800
employees, they continue to grow their business.
Aside from generous compensation and benefits packages, they also offer tremendous stability and growth potential.
Currently, they are looking to add an additional Underwriter to the team who will be responsible for reviewing, conditioning, analyzing and issuing decisions on mortgage loans originated from the Retail Channel.
The Underwriter determines and assesses borrower's creditworthiness and risk with sound analytics supported by file documentation.
Why join us?401(k)Dental insuranceHealth insurancePaid time offVision insuranceJob DetailsCurrently they are looking to add another Private Banking Representative to their team out of the Livermore office and this will be a full-time permanent role.
Responsibilities:
Answer incoming correspondence (calls, emails, faxes, voicemail) within established department standardsAssist clients with new products and servicesOpen new accountsInternal and external inquiries and research requestsProcess client transactions including deposits, transfers and wire transfersDaily client contact - overdraft report, check and wire verification, return deposited items, etc.
Verification of Deposit/Credit rating requestsClient supply orders (checks, deposit slips, endorsement stamps, etc.
)Cross sell additional Bank products and servicesAssigned daily and monthly tasks and dutiesCoordinate and participate in Department meetingsEnsure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.
)Support Bank Associates with setup of all additional product and services as requiredAccount Maintenance, (client contact and follow-up)Support Fremont Bank Senior Management as requiredPrepare and process account change requestsComplete Department supply ordersClient site travel as required (new accounts, transactions, maintenance)Adhere to established Department standards and guidelinesClient and Bank event assistance as neededEscalation of client concerns as appropriateRequirements:
1
years in branch banking experience including corporate/business accounts, cash/treasury management, online banking, remote deposit capture, small business bill pay, and wire transfer.
Ability to handle escalation, recommending and opening new business accountsHigh level client service skillsExperience solving customer problems and working with high touch customersProfessional communication skillsExperience working with a Windows-based computer environment, working knowledge of Microsoft OfficeHave or acquire Signing AuthorityStrong time management and organizational skills requiredInterested in hearing more? Easy Apply now by clicking the Quick Apply button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From HomeAbout the Company:
Jobot Company Size:
500 to 999 employeesIndustry:
InsuranceFounded:
2018Website:
https:
//jobot.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
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