Finance Associate Jobs in La Presa, CA

Northwestern Mutual's, downtown San Diego office is actively looking to grow our team of Financial Sales Representatives. We are one of the top producing offices nationwide and are eager to continue building on our winning culture. Our in-depth sales training program equips sales and business professionals with the education, licensing, and development strategies needed to become successful. (No previous experience in the finance industry is required). We will surround you with resources to help gain financial expertise to confidently provide advice to your clients on investment & insurance options to help clients Save, Grow, and Protect their wealth. As a Financial Representative, you have the opportunity to: Build-Work to build a client base through effective outreach, prospecting, networking, and referrals. Educate-Develop expert knowledge of Northwestern Mutual financial products and market trends through sponsored training, licensing, and exposure to top representatives nationwide. Influence- Present clients with meaningful recommendations to protect, optimize, and grow their assets using expert perspective and influence. Compensation & Benefits: Uncapped performance-based pay in addition to $45K provided to support training and early development in the first 12 months. Average yearly income of the top 25% performers in first 3 years: $137K+ Year 1 $192K+ Year 2 $250K+ Year 3 Expense allowances & residual income per client starting in second year. Paid support for: insurance licensing, SIE, Series 6, Series 63, CFP , and more. Company funded retirement package and pension plan. Competitive and comprehensive medical, vision, and dental plans. Qualifications: You could be right for this opportunity if you have: Bachelors degree and 3+ years of Sales, Account Management, Business Development, or Leadership experience. Entrepreneurial ambitions. Desire for continuous learning within the financial industry. Outstanding communication ability Legal authorization to work in the US without sponsorship Available for flexible on-site work in our downtown, San Diego office.

Have you decided that you want to take the next step in your financial institution career and get onto the MANAGEMENT track? Are you ready to learn more operational duties while leveraging your current skills to maintain and deepen relationships with current members? Do you have a passion for helping others better their financial future? How does working with a great team where you will feel supported and appreciated sound? If this sounds interesting to you, below are a few more details. Most important in this job, we want you to take good care of our members because they are everything to us! Senior Relationship Bankers actively work on the platform opening new accounts, new shares for existing members, processing and funding all consumer loan applications and processing real estate applications. This includes interviewing potential and existing members to determine appropriate products and services which will meet their financial needs. Accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings. May act in the capacity of a supervisor in the absence of manager. Assists Management with branch opening, processing of the monthly, quarterly, or yearly branch certifications, and organizing outbound activities including phone calls to seek additional growth opportunities for the branch. Here is what we are looking for: To be successful in this role, you'll need at least 3 years of financial institution experience, and at least 1 years' experience opening new accounts and processing loan applications, including real estate applications. Ability to actively cross-sell products & services. You know this already, but you must be able to maintain the confidentiality of member's info! What we offer: Great team! Professional yet relaxed environment! Training. Lots and lots of training to take your career to the next step! 18 days of PTO in your first year plus 12 holidays a year! 6% 401(k) match Full benefits package including medical, dental, vision, life insurance, etc. If this sounds like an amazing opportunity to you (because ya, it is!), we want to hear from you! Base Pay/Salary: $26.00 - $33.00 an hour, plus incentives Actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law. Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”)/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who are subject to the CCPA/CPRA. Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.

Contract Duration: 6-12 months San Diego, CA (Onsite) You will own the process of generating key reports, visualizing data, ensuring data quality, and collaborating with various teams to improve sales effectiveness and revenue growth. Key Responsibilities: Data Modeling & Analytics Enablement Utilize historical data and trends to accurately forecast future business outcomes. Design optimized data models to support revenue forecasting, financial planning, and sales performance analytics. Enable self-service analytics by developing datasets for BI tools like Looker, Power BI, or Tableau. Apply machine learning models, when appropriate, to derive deeper insights and enhance forecasting accuracy. Performance Optimization & Data Governance Improve query performance using indexing, partitioning, and caching strategies. Ensure data quality, governance, and compliance (GDPR) Business Collaboration & Strategic Insights Partner with Finance, FP&A, and Sales Ops to translate business needs into scalable data solutions. Support executive decision-making with data-driven insights on revenue, profitability, and sales performance. Innovation and Documentation Drive automation and process improvements to reduce manual reporting efforts. Document all processes, etc. Required Qualifications: Bachelor's degree in a quantitative field (e.g., Business, Finance, Economics, Mathematics, Statistics, Computer Science) or equivalent experience. Proven experience (3+ years) in a business operations, data analysis, or sales operations role, preferably in a SaaS environment. Strong proficiency in Excel, including advanced formulas and data manipulation techniques. Experience with project management and communication tools such as Confluence, JIRA, and Slack Strong data storytelling skills and visualization experience. Experience working in cross-functional teams supporting finance, accounting, or business intelligence functions. Strong communication and presentation skills, with the ability to effectively communicate complex data to both technical and non-technical audiences. Ability to work independently and as a part of a team Preferred: Experience working with CRM databases (Salesforce, Netsuite, or UKGdata sources preferred). Experience with relational databases, SQL (experience with Snowflake, Databricks) preferred. Experience using Microsoft Power BI for data visualization in a financial or corporate setting. Strong attention to detail with the ability to monitor data accuracy and reliability throughout the various phases of the data pipeline. Applicants should apply via The Mice Groups Inc. website (******************* or through this careers site posting. We are an equal opportunity employer and value diversity at The Mice Groups Inc. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. The Mice Groups Inc. values your privacy. Please consult our Candidate Privacy Notice, for information about how we collect, use, and disclose personal information of our candidates. Privacy Policy One of the basic principles The Mice Groups follows in designing and operating this website is that we ask for only the information we need to provide the service you've requested. The Mice Groups does not currently collect personal identifying information via its website except (i) to the extent that you provide this information in an online job application and (ii) to the extent that your web browser provides personal identifying information. The Mice Groups will use your personally identifying information solely for the purpose for which you submitted the information. The Mice Groups may, however, aggregate certain elements of your personal identifying information with the information of other users of our website to analyze the usefulness and popularity of various web pages on its website. The Mice Groups reserves the right to change this policy at any time by posting a new privacy policy at this location. Questions regarding this statement should be directed to *******************

About the job If you're excited about making an impact, shaping the future of Luna Grill, and growing your career in a fast-growing, dynamic environment, we want to hear from you! Apply today and let's create something amazing together. At Luna Grill, we're not just serving up bold Mediterranean flavors, we're on a mission to inspire better food choices and create an environment where people truly thrive. As a fast-growing, purpose-driven brand, we're building something special: a company that puts people first and makes an impact in the communities we serve. Ready to Make a Difference? Here's Your Moment. As Luna Grill's Financial Analyst, you will play a pivotal role in driving the future of our rapidly growing brand. You'll take charge of turning data into actionable insights that fuel smart decision-making, empower our leaders, and help us continue our growth trajectory. If you're a numbers enthusiast who thrives on making a real impact-this role is for you. Why You'll Love This Role: Be the Game Changer: Your expertise will influence critical decisions that drive our business forward, shaping the success of Luna Grill. Ride the Growth Wave: We're expanding fast, and you'll be at the center of it all, contributing to exciting new opportunities and challenges. Collaborate with a Rockstar Team: Work alongside a high-energy, passionate crew who loves to innovate and win together. Live Our Culture: We're all about being Social, Transparent, Positive, and Prideful. Every day, we embody our values to make Luna Grill a great place to work. Purpose-Driven Work: At Luna Grill, it's not just about numbers-it's about fueling growth with integrity, heart, and purpose. Competitive Pay: We value your skills-and we compensate accordingly. You'll love what you do and what you earn! What You'll Do: Turn Data into Strategy: Analyze performance trends, key metrics, and financial results to uncover actionable insights that steer our business forward. Guide Decisions with Confidence: Deliver detailed weekly and monthly financial insights to keep us aligned with our big-picture goals. Spot Opportunities: Dive deep into marketing campaigns, product tests, and new initiatives to find ways to maximize ROI and drive growth. Collaborate Across Teams: Work with departments across the business to provide the analytical support that fuels the expansion of Luna Grill. Support Strategic Growth: Be a key player in budgeting, forecasting, and the planning process that powers our continued success. What We're Looking For: We're seeking an ambitious, analytical thinker who is ready to dive in, solve problems, and turn numbers into meaningful strategies. You're the perfect fit if you: Thrive on Problem-Solving: You love tackling complex challenges with a strategic and sharp mindset. Communicate Clearly & Confidently: You can easily explain financial insights to all levels of the organization. Juggle Multiple Priorities: You can navigate a fast-paced, high-growth environment with ease. Excel with Financial Tools: You're highly skilled in Excel and financial modeling, with bonus points for experience with Business Intelligence tools! Understand the Industry: Experience in the restaurant or retail industry is a plus, but not a deal-breaker. We value fresh perspectives! What You Need to Succeed: Degree: A Bachelor's in Accounting, Finance, or a related field. Experience: 1-3 years as a Financial Analyst (preferably in multi-unit restaurants or retail). A Work Environment You'll Love: San Diego / Carlsbad HQ: Enjoy sunshine, ocean breezes, and a work environment that fosters collaboration and creativity. High-Growth Excitement: Every day brings new challenges and opportunities in a fast-paced environment. Innovative Culture: We believe in transparency, teamwork, and creating a workplace that empowers everyone to grow. Room to Grow: Luna Grill is expanding quickly, and we're offering you the chance to grow with us-both professionally and personally. Dog-Friendly Office: Bring your four-legged coworker! We love having pets around to keep the good vibes going.

Senior Universal Banker Job Type: Full-Time Join Our Team as a Senior Universal Banker! We are looking for a Senior Universal Banker who is passionate about delivering exceptional customer service, driving business growth, and excelling in branch operations. This role is perfect for a motivated, customer-focused professional with expertise in banking operations, financial products, and client relationship management. If you thrive in a fast-paced environment and are looking for an opportunity to lead, develop, and make an impact, this is the role for you! Key Responsibilities: Customer Service & Sales Engage with customers to identify financial needs and recommend suitable banking products and services. Build long-term client relationships, ensuring a seamless and personalized banking experience. Proactively cross-sell financial products, including checking/savings accounts, CDs, IRAs, and Trust & Estate accounts. Support business clients with Treasury Services, such as RDC (Remote Deposit Capture), armored, and courier services. Operations & Compliance Open and maintain consumer and business accounts, ensuring accuracy and compliance with bank policies and state/federal regulations. Process teller transactions while maintaining an exceptional balancing record. Review branch documentation, reports, and account openings for adherence to compliance standards. Ensure adherence to Bank Secrecy Act (BSA) and regulatory guidelines. Leadership & Team Development Assist in training and mentoring junior staff to enhance operational efficiency and customer service skills. Support the Branch Manager in setting team goals and executing promotional activities. Provide guidance on complex transactions, ensuring staff and customer concerns are effectively resolved. Qualifications & Experience 3+ years of experience in retail banking, including new accounts and teller services. Advanced expertise in opening consumer and business accounts. Strong customer service and sales skills, with the ability to recommend financial products. Working knowledge of banking regulations (BSA, AML, and Information Security). Proficiency in MS Word, Excel, Outlook, and banking software. Notary Public certification preferred. Why Join Us? Career Growth - Gain valuable leadership experience and progress within retail banking. Exciting Work Environment - Be part of a high-energy team that values collaboration and innovation. Community Impact - Participate in minimum 10 hours of CRA volunteer service annually, contributing to local community initiatives. Comprehensive Benefits - Competitive compensation and benefits package. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

A nationally recognized Finance & Banking practice is seeking a mid-level associate (4-6 years) to join its Fund Finance team in San Diego. This position offers the opportunity to work on complex fund finance transactions with high-profile clients across the private equity and investment fund landscape. Key Responsibilities: Represent lenders and fund sponsors in a wide range of subscription credit facilities and other fund finance transactions Draft and negotiate loan documents and fund-related agreements Manage deal process and client communication alongside partners and senior attorneys Conduct due diligence and support closings on complex credit arrangements Qualifications: 4-6 years of finance experience at a law firm, with exposure to fund finance strongly preferred Excellent academic credentials and legal research skills Superior verbal and written communication abilities Must be licensed and in good standing in California Compensation: Salary range: $275,000 - $350,000, depending on experience This is a compelling opportunity for a finance associate looking to specialize in a growing and sophisticated niche within the broader financial services industry.

Department Traders Employment Type Full Time Location California Workplace type Onsite Compensation Competitive Reporting To Management Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************

About Us: EDF Renewables North America is a market-leading independent power producer and service provider with over 35 years of experience. We deliver grid-scale power: wind (onshore and offshore), solar photovoltaic, and storage projects; distribution-scale power: solar and storage; asset optimization: technical, operational, and commercial expertise to maximize the performance of generating projects, and onsite solutions, through the Company's PowerFlex affiliate, offering a full suite of onsite energy solutions for commercial and industrial customers: solar, storage, EV charging, energy management systems, and microgrids. Be a part of an innovative and collaborative team environment that fosters our goal of delivering renewable solutions to lead the transition to a sustainable energy future. Pay range: The full pay range for this role is $17.50 to $29.00 per hour. The target pay for this position is $22.00 to $25.00 per hour. We generally base our salary decisions on factors such as internal equity, candidate work and/leadership experience, educational credentials, and in some cases, candidate work location. Summary: This Financial Reporting internship position will assist with day-to-day accounting tasks, i.e. monthly reconciliations, research reconciling differences, journal entries, etc. This is a 12- week internship from May 2025 until August 2025 and is based in San Diego, CA. Responsibilities Be a resource for the team in compiling data, conducting research, etc. Complete various projects. Provide an opportunity for existing team members to mentor and guide an entry level accountant. Gain an understanding of day-to-day accounting. Enhance technical skills for accounting journal entries. Opportunity to receive mentorship from the leaders in Accounting. Working Conditions: Hybrid schedule with three days in the office and remaining two days at your discretion; either working remotely or in the office. Time spent in an office environment, utilizing computers, phones, and general office equipment. Qualifications Education/Experience: Graduate or Undergraduate Degree in Accounting Pursuing a degree in Accounting Eligible to work in the US without employment sponsorship. Available for full time hours. Skills/Knowledge/Abilities: Ability to learn quickly Strong excel skills to perform pivot ables, vlookup, etc Excellent interpersonal and communication skills Strong analytical and research skills Proficient with Microsoft Office, Excel, Outlook, PowerPoint, and Word Ability to maintain confidentiality and work with minimum supervision Entrepreneurial, energetic, and flexible personality with a bias towards action Possess strong analytical and research skills Able to learn quickly Skilled in interpersonal relationships with strong communication skills Interested in growing a career in the renewable energy market.

The Opportunity QuidelOrtho unites the strengths of Quidel Corporation and Ortho Clinical Diagnostics, creating a world-leading in vitro diagnostics company with award-winning expertise in immunoassay and molecular testing, clinical chemistry and transfusion medicine. We are more than 6,000 strong and do business in over 130 countries, providing answers with fast, accurate and consistent testing where and when they are needed most - home to hospital, lab to clinic. Our culture puts our team members first and prioritizes actions that support happiness, inspiration and engagement. We strive to build meaningful connections with each other as we believe that employee happiness and business success are linked. Join us in our mission to transform the power of diagnostics into a healthier future for all. The Role QuidelOrtho is looking for OneERP Finance Intern that wants to spend their 2025 summer working towards our mission: Changing Lives, One Test at a Time. Interns will have the opportunity to gain knowledge and develop their skills all while contributing to key company projects and initiatives. Our team will help students apply their educational background and broaden their knowledge base within their role and learn more about working in the medical device/biotech industry. Interns will work with a mentor(s) on a guided and impactful project and will be able to collaborate with and be part of a supportive and dedicated team. This Internship is a full-time (40 hours per week) paid program for 12-weeks. Start dates are June 2nd or June 16th, 2025 Office Location: San Diego, CA - Students must be in the area for duration of the program. QuidelOrtho is unable to provide housing accommodations. The Responsibilities * Support go-live readiness * Validate master data and balances * Participate in user acceptance testing * Support change impact analysis with finance business * Support training on system functionality * Assist in troubleshooting and resolving S/4 issues after go-live * Perform other work-related duties as assigned The Individual Required: * Must be at least 18 years old * Must be currently enrolled as a full-time student in a Bachelor's or Master's program in the Fall Semester 2024 at an accredited university or college. Field of Study: Finance and Accounting * Minimum GPA 3.0 or higher * Able to start on either June 2nd or June 16th * Ability to complete a consecutive 10-12 week internship * Highly motivated, intellectually curious, intermediate MS Excel skills * Clear communication - excellent writing skills and articulate communicator * Must have work authorization in the United States at the time of hire and maintain ongoing work authorization during employment Preferred: * Rising Junior or Senior at an accredited university or college The Work Environment No strenuous physical activity, though occasional light lifting of files and related materials is required. 30% of time in meetings, working with team, or talking on the phone, 70% of the time at the desk on computer, doing analytical work. Salary Transparency The salary range for this position takes into account a wide range of factors including education, experience, knowledge, skills, geography, and abilities of the candidate, in addition to internal equity and alignment with market data. The salary range for current Freshman, rising Sophomore is 18.00/hour; Sophomore, rising Junior is 20/hour; Junior, rising senior is $23.00/hour to $26.00/hour; Senior, enrolled in school for fall 2024 is 25.00/hour to 28.00/hour; or currently enrolled Graduate, MBD, PhD program is 28.00/hour to 30.00/hour. At QuidelOrtho, compensation decisions are dependent on the facts and circumstances of each case. Equal Opportunity QuidelOrtho believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. QuidelOrtho is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform the duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at **************************.

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Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. /pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:inherit"/pdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivp style="text-align:left"bJoin our Talent Community/bbr/br/span Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. /spanbr/br/span Expand your limits and create a new future together at RBC. 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Why Work at Mercer Advisors? For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here Job Summary: As an intern of the Financial Planning Group, you will have the opportunity to attend client meetings with various advisors across the country and learn the role and responsibility of a financial planning analyst at our firm. The FPG Intern will learn to create comprehensive financial planning analysis, attend client meetings, and document meeting discussions. Our advisor teams work to ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with background and/or interest in client service, financial planning and/or sales. Individuals must be able to work in a dynamic, fast-paced environment and be comfortable with a client facing role and working on the phone. The Internship will have a Leadership Mentor to provide an opportunity to discuss career and industry education. Essential Job Functions for the Internship will include: Attending client meetings to observe, take detailed client notes, and capture actionable items for follow up. Enter notes into our Contact Relationship Management system to track client information and data Prepare and update financial plans using eMoney and proprietary tools Adhere to all compliance/risk procedures and follows corporate and industry protocols Other duties as needed Competencies: Eagerness to learn Strong analytical skills and ability to interpret Self-motivated Communication Skills (written and verbal) Required Knowledge, Ability and Skills: High school diploma or equivalent required Enrolled in an accredited bachelor's degree program (industry related discipline preferred) Excellent analytical, decision-making, problem-solving, teamwork, and time management skills while maintaining an attention for detail Interest and/or passion for development of financial services industry knowledge Proficiency with Microsoft Office programs including Word, Excel, Outlook and PowerPoint Strong communications skills (written/verbal) and professionalism Ability to work independently and remain flexible as priorities change Work Schedule Daytime Hours: Monday-Friday 8:30am-5:30pm. Salary The compensation for this role is $20/hour. Location This will be a Hybrid role based out of either the San Diego Appaloosa or San Diego Sorento Valley California offices. Duration The internship will be 12 weeks long starting on May 5th and ending July 25th. Working Conditions Professional office environment. Working inside, siting, standing. Will be assigned to a work station.

Who We Are: For over 40 years, Islands has provided guests with craveable bites and great service. Our fresh cut fries, juicy burgers, and the coldest beer in town are served in an upbeat, social environment that encourages connection among guests and team members. It is our people who set us apart and are the foundation for our many years of success. We celebrate everyone's unique qualities and attributes and recognize that there is strength in our differences, which make us better as a whole. If you want to be part of a company that cares about you as a unique individual, Islands is the place for you! Who We Are Looking For: Financial Analyst with a Bachelors degree in accounting or finance and 2-5 years prior experience as a financial analyst. Must have advanced Excel skills and experience with NetSuite is a plus. What You'll Gain: $75,000-$85,000 annual compensation 401 (k) with company match Performance based promotions Medical, Dental, Vision benefits Paid time off What You'll Do: As a financial analyst at Islands, you will: Manage pricing in the POS system and implement changes as needed Evaluate ROI and financial impact of proposed marketing initiatives Report on and evaluate the financial impact of company tests Provide ongoing trend reports for key operational metrics Analyze company performance on a weekly and period end basis Learn more about Islands and hear what our employees have to say about us at ************************************************ Islands is proud to be an equal opportunity employer committed to workplace diversity and creating an environment that promotes inclusion and belonging. Islands is an E-Verify employer. To view Islands applicant privacy policy visit click here

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR II: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None Back Up Supervisory Responsibilities: Senior New Accounts/CSR III: Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Handles difficult client situations in the absence of the Branch Manager or his/her backup Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review Fair Chance Ordinance . CA Privacy Notice to Applicants/Employees Salary Description $20.00-$28.60/hour DOE

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. The ideal candidate will be fully bilingual in conversational Spanish and English, with excellent communication skills and a passion for helping others. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required. PFR I : 1 year experience in a financial institution or other related field PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service PFR III : 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Fully bilingual in conversational Spanish and English. Excellent verbal and written communication skills in both languages. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep I: $19.7490 - $24.6863 Personal Financial Rep II: $21.5468 - $26.9336 Personal Financial Rep III: $23.9440 - $29.9300

As a member of the Financial Aid and Scholarships team in Enrollment Management Services (EMS), the Financial Aid Specialist will assist in providing the highest level of quality service to students, parents, former students, staff and faculty and will assist in the delivery of more than $100 million in federal, state, private, and institutional financial aid to more than 8,000 students annually. Position Summary Financial Aid Specialist (Student Services Professional IB) This is a full-time, non-exempt position, which will lead toward permanent status following the successful completion of a probationary period. For a complete list of responsibilities and required qualifications, please review the position description linked at the top of the page. Pay, Benefits, and Work Schedule Anticipated Hiring Salary Amount: $4,482 per month CSU Classification Salary Range: $4,482 - $6,342 per month Salary is commensurate with the background and experience of the individual selected. This position is eligible for a broad range of benefits, including medical, dental, vision, life and disability insurances, retirement (CalPERS), tuition waiver, vacation and sick leave. In addition, 14 paid holidays are offered each year; 13 scheduled on specific days and a Personal Holiday that may be taken any time during the year. A comprehensive benefits summary for this position is available online by visiting our Benefits Portal. The CSU Total Compensation Calculator demonstrates the significance of the benefits package. This position is eligible for a hybrid work schedule. California State University San Marcos A mid-size university located in San Diego's vibrant North County, we are dedicated to service, innovation, leadership and diversity. We have an attentive faculty and state-of-the-art facilities which offer our students hundreds of opportunities to learn, lead, play and serve. California State University San Marcos is a new kind of university, pushing the boundaries of innovation to prepare tomorrow's leaders, build stronger communities and solve pressing issues. Cutting-edge research meets hands-on application at our campus and in the real world. Application Process This position is open until filled. For assurance of full consideration, please submit application, cover letter and resume by 11:59pm on February 18, 2025. Application requires answers to supplemental questions. Applicants who require an accommodation during the application or testing process due to a disability recognized under the Americans with Disabilities Act (ADA)/CA Fair Employment and Housing Act (FEHA) should notify the Office of Human Resources at ************** or e-mail: ************. Supplemental Information Following a conditional offer of employment, satisfactory completion of a background check (including criminal records check) is required prior to beginning employment. Any offer of employment rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. California State University San Marcos is an Equal Opportunity Employer. We consider qualified applicants for employment without regard to age, physical or mental disability, gender or sex, genetic information, gender identity, gender expression, marital status, medical condition, nationality, race or ethnicity, religion or religious creed, sexual orientation, and veteran or military status. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act or Clery Act Notification can be found at *********************************************** Pursuant to the CSU Out-of-State Employment Policy, as of January 1, 2022, the California State University is prohibited from hiring employees to perform CSU-related work outside the state of California. California State University San Marcos is not a sponsoring agent for staff or management positions (i.e. H1-B visas).

Essential Duties and Responsibilities: This role will perform a variety of sales and service functions using a high degree of personal service skills. A Client Service Representative is responsible for efficiently processing a variety of client transactions and promptly responding to all client information and transaction requests. In addition, a banker should be knowledgeable of all Bank services and products and is trained to promote and deliver those service, to include, but not limited to deposit accounts, cash requests, funds transfers, wire transfers and stop payments. This individual must be able to work in a fast paced environment that requires accuracy and the highest level of service. This role will be accountable for the operational efficiency and effectiveness of the branch while providing leadership and direction to colleagues. Duties will include, but are not limited to the following: Processing customer transactions efficiently and accurately in a fast- paced environment; maintaining and balancing a cash drawer; and adhering to policies and procedures. Greeting customers and facilitating a welcoming and customer- focused environment. Responding to customer inquiries and concerns; researching and identifying solutions. Generating new business and expanding relationships with current customers by cross-selling bank products and services that would benefit each individual Building customer loyalty by developing relationships and always offering exceptional service. Represent the bank in a positive, courteous and professional manner by promptly greeting each client. Provide efficient and accurate service in processing transactions. Ensure proper functioning of day-to-day operations, including opening and closing procedures, cash levels and vault activities. Assist in ensuring compliance with bank's policies and procedures and provide proper training as necessary. Assist with overall facilities management function to include purchasing supplies keeping a professional image of break rooms and conference rooms. *This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency. Required Skills: Minimum of 2 years of cash handling responsibilities Excellent customer-service skills, including oral and written communication Ability to effectively contribute to a positive team environment and work toward achieving goals Careful attention to detail and strong organizational skills. Must adhere closely to bank procedures and regulations Strong work ethic and high integrity Strong computer and 10 key skills Outgoing, assertive, confident, and enthusiastic personality Preferred Skills: Knowledge of banking products and procedures Successful sales record in a sales or banking environment Proficiency with all Microsoft applications (Word, Outlook, Excel etc.) Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Salary Range: $20.00 - $25.00 per hour. Exact compensation may vary based on skills, experience, and location.

Job Title: Financial Analyst Coronado, CA Salary: $60K Clearance: Secret Travel: Not Anticipated Purpose: The purpose of this task is to perform duties in support of the customers Travel Program. Efforts will include, but are not limited to; performing the 'reviewer' routing official function, reconciliation of travel transactions and reporting in accordance with prescribed policy, guidelines and timelines and customer service for the customer and subordinate command's travelers. Responsibilities (include but not limited to): Perform the reviewer routing official function in the prescribed travel system e.g. Defense Travel System (DTS). Perform reconciliation of travel transactions in the prescribed feeder and official accounting systems e.g. Funds Administrator and Standard Document Automation System (FASTDATA), Standard Accounting and Reporting System/Field Level (STARS/F), Standard Accounting, Budgeting and Reporting System (SABRS) Maintain and update required documentation to support the Dormant Accounts Review Quarterly (DAR-Q) and audit readiness. Create, update and distribute travel reports (to include but not limited to an Un-submitted Ver: Jun 2016 voucher report & SOU and Cardholder Training Report). Assist customers with travel related questions e.g. voucher/authorization processing. General Requirements: Have a minimum of 5 years specialized experience using Defense Travel System (DTS). Have a minimum of 5 years' specialized experience in DoD/DON travel processing/policies in order to ensure the contractor is equipped with the particular knowledge, skills and abilities to perform successfully the duties of the position. Have an active Secret Clearance. Be able to operate a Personal Computer (PC) with common/standard business software programs. Be proficient in Microsoft Office application, to include Word, Outlook, Excel and PowerPoint. Possess an excellent work ethic. Have excellent verbal and written communication skills. Pay strong attention to detail and be highly accurate in performing all tasks. Perform duties independently, with minimal oversight. Be able to write correspondence in a military format, when necessary. Navy experience preferred. Specific Requirements Perform the reviewer routing official function in the prescribed travel system e.g. Defense Travel System (DTS). Perform reconciliation of travel transactions in the prescribed feeder and official accounting systems e.g. Funds Administrator and Standard Document Automation System (FASTDATA), Standard Accounting and Reporting System/Field Level (STARS/F), Standard Accounting, Budgeting and Reporting System (SABRS) Maintain and update required documentation to support the Dormant Accounts ReviewQuarterly (DAR-Q) and audit readiness. Create, update and distribute travel reports (to include but not limited to an Un-submitted Ver: Jun 2016 voucher report & SOU and Cardholder Training Report). Assist customers with travel related questions e.g. voucher/authorization processing. About Our Company: As a Service Disabled, Veteran Owned Small Business (SDVOSB) we are a provider of Information Technology (IT) professional services, software solutions and professional development training. Our core competencies evolved from leveraging IT enablers for knowledge management with an emphasis on Web Based Knowledge Portals and Portal Services, Server/System Services, SharePoint Development and System Administration and SQL Server Services. Our capabilities have expanded to include software development, technical training support and field support services. Guiding Principles Satisfy the customer - "Exceed expectations" Set the Example - "Be out front" Be Responsive - "Timing is everything" Persevere - "Find a way" Benefits PTP offers a comprehensive benefits program: Medical insurance Dental insurance Vision insurance Supplemental benefits (Short Term Disability, Cancer & Accident). Employer-sponsored Basic Life & AD&D Insurance Employer-sponsored Long Term Disability Employer-sponsored Value Adds - FreshBenies 401(k) with matching Holidays and Annual Leave 10 Paid Holidays 120 hours PTO accrual per year

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required. PFR I : 1 year experience in a financial institution or other related field PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service PFR III : 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep I: $19.7490 - $24.6863 Personal Financial Rep II: $21.5468 - $26.9336 Personal Financial Rep III: $23.9440 - $29.9300