Personal Banker Jobs in Salida, CA

Responsibilities 1. Project Finance Analysis • Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives • Collaborate with the project development team to prepare and review project budgets, forecasts, and financial reports • Build and maintain asset-level financial models used across the organization (Project Development, Business Development, and Executive teams) • Conduct financial due diligence for potential projects, including reviewing project assumptions, contracts, and financial performance 2. Data Management and Analysis • Collaborate cross-functionally to analyze renewable energy project economics • Develop and automate financial reports and models, enhancing the efficiency and accuracy of financial data analysis • Maintain and manage extensive financial databases and spreadsheets, ensuring data integrity and accessibility 3. Reporting and Insights • Prepare monthly, quarterly, and annual financial reports for various stakeholders • Support the Director of Project Development in presenting analytical insights to senior management, aiding strategic decision-making • Communicate clearly to multiple stakeholders (Board of Directors, banks/capital markets, financiers, executives and team members) • Support and improve the corporate FP&A processes (corporate modeling, financial planning, budgeting, and forecasting) Basic Qualifications • Undergraduate degree • 2-4 years' experience in project finance, development finance, corporate finance, or related • Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis • Advanced Excel skills and demonstrated ability to create detailed financial reports and models • Understanding of the three financial statements • Excellent organizational skills and keen attention to details and accuracy • Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively • Excellent interpersonal, organizational, and communication skills • Proactiveness in identifying problems/opportunities and finding solutions • Located in (or willingness to relocate to) the Bay Area Preferred Qualifications • Experience modeling solar asset finance • Experience raising asset-level financing facilities • Understanding of GAAP accounting a plus Benefits • Competitive compensation package, including salary, equity, and performance bonuses • Comprehensive health, dental, and vision insurance plans • Generous vacation and paid time off policies • Professional development opportunities Benefits • Competitive compensation package, including salary, equity, and performance bonuses • Comprehensive health, dental, and vision insurance plans • Generous vacation and paid time off policies • Professional development opportunities

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success. By joining our team, you'll have access to the following: Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP. Unique opportunity to pursue leadership and specialized roles. An award-winning training program to help you get started. Personalized coaching, assistance with market development, and administrative support. Benefits: Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation. While you help your clients achieve financial security, Northwestern Mutual will also help you. Comprehensive medical coverage. Two company-funded retirement plans. Group life and disability income insurance. Sponsorship of licensing and designations. Personalized mentorship from top-performing advisors. Mentorship and professional development training throughout your entire career. A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards. Full financial support for professional designations and professional business growth certifications. Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends. Responsibilities: Identify potential clients with marketing and branding resources provided by NM. Schedule appointments and meetings with potential clients. Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Make product recommendations to help your clients meet their financial goals. Provide ongoing support and service for your clients Manage and update client portfolios. Answer client questions about financial plans and provide financial advice. Qualifications Bachelor's Degree. Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance. Strong interpersonal, verbal, and written communication skills. Ability to work independently. A commitment to ongoing learning, including staying current on financial changes. Must complete a background check.

MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo Are you passionate about building relationships? Do you enjoy helping people grow and achieve their goals? If so, you might be the perfect fit for our team at MassMutual Northern California! We welcome individuals who are new to the financial industry. If you're looking to align with a stable, dependable firm and have a passion for insurance and investments, there's no better place to work. Whether you're interested in exploring new market opportunities, expanding your products and services, or providing your clients with greater stability, we can support you every step of the way. Why Join Us? | At MassMutual Northern California, we value the skills and experiences that come from diverse backgrounds. We offer a unique blend of resources from large advisory firms and the entrepreneurial spirit of independent practices. This combination allows us to provide a supportive environment where you can thrive. Desired Skills + Experience | As a Financial Professional you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics: Self-Motivated and Disciplined: Able to work effectively and independently. Outgoing and Relationship-Oriented: Enjoy developing relationships and have a sincere desire to help others. Organized and Detail-Oriented: Excellent time-management skills. Experienced: Background in sales, military, police, finance management, mortgage, real estate, or similar fields. Qualified: Bachelor's degree in finance or business and/ or Life, Accident, Health license (preferred) Tech-Savvy: Proficient in PC skills including Word, Excel, Outlook, Zoom, and able to navigate multiple applications during call handling. Compensation + Benefits | Our compensation structure is comprehensive and robust, offering high payouts across multiple product lines and various planning platforms. We also provide multiple supplemental compensation opportunities to support your practice growth, all while building an equity-based independent ownership model. • 401(k) matching • Health & Dental insurance • Health savings account • Life insurance • Retirement plan • Vision insurance Join our world-class planning firm and see for yourself why MassMutual Northern California is the best place to build your career. Apply today! ************************************** | ************************

At Aspire, we are more than just a financial firm; we are a thriving community of dedicated professionals who believe in fostering a positive learning environment and building strong, lasting relationships with our clients. Our agency is renowned for providing our independent agents with the essential tools and support they need to thrive in the financial services industry. We are committed to maintaining a high standard of excellence, ensuring consistent client referrals, and continuously generating opportunities. As one of the fastest-growing organizations in the industry, we are actively seeking top-performing Financial Services Agents to join our team as independent contractors. Position: Financial Representative - Independent Contractor Location: Must be physically located in the United States About Us: At Aspire, we are not just in the business of financial services; we are in the business of making financial dreams come true. We take pride in being more than a financial firm; we are a family that supports and empowers each other. Our agency has a rich history of success and a strong commitment to nurturing a positive learning environment. We believe in continuous growth and development, both for our independent contractors and our clients. Compensation: 100% Commission Bonuses Paid 2x weekly Our Approach: Cultivating Relationships: We understand that financial services go beyond numbers; it's about building trust and lasting connections with our clients. Our team is dedicated to establishing meaningful relationships that go beyond financial planning, ensuring that our clients have the support they need to achieve their financial goals. Client Success: Our mission is to empower our clients with the essentials for financial success. We provide them with comprehensive financial education, expert personal finance strategies, and unwavering support throughout their journey. Our commitment to client success is what sets us apart in the industry. Sustainable Growth: We are proud to be one of the fastest-growing organizations in the financial services industry. Our commitment to excellence has allowed us to consistently generate client referrals and new business opportunities for our agents all throughout the United States. We are determined to maintain this growth trajectory by bringing on board top-performing Financial Services Agents who share our vision and dedication. What You'll Do: As a Financial Services Representative you will: Build strong and lasting relationships with clients, ensuring their financial goals are met. Stay up-to-date with industry trends and market insights to provide clients with expert financial guidance. Utilize innovative methods and strategies to help clients achieve their financial objectives. Collaborate with a supportive team of professionals who are committed to your success. Enjoy access to cutting-edge tools, reports, and technology to enhance your services. Work independently, managing your own schedule and business operations. What We Offer: Competitive compensation structure with uncapped earning potential based on your performance. Ongoing training, mentorship, and professional development opportunities. Access to exclusive financial planning resources and industry-leading technology. A positive and collaborative work culture that values your contributions. Opportunities to network and build your brand within the financial community. Flexibility and the autonomy to run your own firm.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas. Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introducing loan products and ability to transition a member/non-member to the appropriate employee as necessary. Primary Responsibilities: Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking. Ensure branch documents are completed, imaged and audited Performs transactions using our core system as requested by members. Provide recommendations or feedback to management for process improvement. Utilize credit union resources to assist with member inquiries or perform credit union processes. Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices. May also assist from time to time at other branch locations or departments as needed Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities Other duties as assigned Prerequisites: Excellent written and oral communication skills Strong organizational, problem-solving, and analytical skills Detail oriented Basic knowledge of MS Office Suite This position requires at least one year of similar customer service experience High School diploma or equivalent Hourly Wage will range from $20.75/hour to $32.00/hour. Wages posted are for grades 6 through 8 and will depend on experience. 1st United Credit Union is an Equal Opportunity Employer

EEO Statement: It is the ongoing policy and practice of Pueblo Bank & Trust Company (PB&T Bank) to provide equal opportunity in employment to all employees and applicants. No person shall be discriminated against in any condition of employment because of age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. The policy of equal employment opportunity (EEO) shall apply to all terms, conditions, and privileges of employment, including hiring, probation, testing, training and development, promotion, transfer, compensation, benefits, educational assistance, termination, layoffs, social and recreational programs, and retirement. PB&T Bank is committed to making employment decisions based on valid requirements, without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. PB&T Bank will analyze its personnel actions rigorously to ensure compliance with this policy. PB&T Bank will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c) PB&T Banks EEO Coordinator is, Human Resources. They are responsible for compliance with state and federal EEO laws and affirmative action regulations. They are also responsible for implementing the Banks Affirmative Action Plan (AAP), including equal employment practices, monitoring, and internal reporting. If you believe you have not been treated in accordance with this policy, please contact the EEO Coordinator. Our AAP for Veterans and the Disabled is available to you in PB&T Banks Human Resources office during regular office hours or by appointment. All employees and applicants for employment are protected, by both company policy and equal employment opportunity/affirmative action regulations and law, from coercion, intimidation, interference, or discrimination for filing a complaint or assisting in an investigation. Introduction: PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has endured and become a stronger, more secure bank, while remaining independently owned and operated, allowing for a more personal banking experience. Our customers have come to know they can trust and count on PB&T Bank for excellent customer service and equally excellent products. We stand by our Signature Banking culture which is the highest level of customer service each customer receives from an employee of PB&T Bank. Building relationships with internal and external customers based on confidence and trust that PB&T Bank is conducting banking business by taking ownership of customer needs and providing follow up after resolution. We put customers at ease knowing we have completed transactions to the best of our ability. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work. Introduction: PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has endured and become a stronger, more secure bank, while remaining independently owned and operated, allowing for a more personal banking experience. Our customers have come to know they can trust and count on PB&T Bank for excellent customer service and equally excellent products. We stand by our Signature Banking culture which is the highest level of customer service each customer receives from an employee of PB&T Bank. Building relationships with internal and external customers based on confidence and trust that PB&T Bank is conducting banking business by taking ownership of customer needs and providing follow up after resolution. We put customers at ease knowing we have completed transactions to the best of our ability. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work. Job Type: Full-Time Pay Range: $19-$22 Hourly Depending On Experience Location: Salida, CO Benefits * Competitive Pay * Health and Dental with generous bank contribution (Full-Time Employees) * Vision and other supplemental benefits (Full-Time Employees) * Bank Paid Group Term Life, Long-Term Disability, Accidental Death Insurance (Full-Time Employees) * Vacation earned after 90 days * Sick Time earned on DOH * Birthday Time Off * 401(k) * Employee Assistance Program * Referral Incentive Program * Flexible Spending Account General Purpose This position is responsible for providing professional and exemplary customer service to our bank customers by processing deposits and paying out funds in accordance with bank procedures, promoting and cross-selling financial products and services, including but not limited to depository, investment, loan and trust products. Manages the customer relationship to include identification, prospecting and cross selling our products. Actively pursues potential new customers using effective selling techniques that creates interest and follow through to obtain the business. Essential Duties/Responsibilities ? Comply with requirements of Signature Banking ? Processing deposits and paying out funds in accordance with bank procedures ? Assist customers with personal and business accounts, while promoting and selling additional products and services. Displays knowledge and proficiency in administering the banks products while building long-term customer relationships ? Sells and promotes a variety of deposit products and services to customers. Actively pursues potential customers using effective selling techniques that create interest and follow through to obtain the business ? Adhere to the requirements of the BSA, AML, KYC, and OFAC programs ? Directly assist customers with loan requests for a variety of consumer loans ? Basic understanding of safe deposit rules and regulations. May be required to open new safe deposit accounts and allow customers access to Safe Deposit Boxes, if applicable ? Process loan payments, prepare and verify cashiers checks, process night drop deposits, ? Analyze and identify possible money laundering activity in accordance with anti-money laundering guidelines ? Balancing assigned cash drawer daily within the established guidelines, reporting any differences, balancing the vault, coin machine or cash dispense machine when applicable ? Performing other duties and responsibilities as assigned ? Regular predictable absences ? Travel as needed to provide support to other branches Other Duties/Responsibilities ? Perform other duties and responsibilities as assigned Knowledge ? Basic accounting knowledge ? Principles of Banking ? Check negotiability ? Proficient in the use of Microsoft Office software: MS Word, Excel, Outlook, etc. ? Accurate data entry skills ? Detail oriented ? Teller & Deposit account procedures Skills ? Ability to communicate effectively, both orally and in writing with customers, co-workers and vendors ? Effective organizational and time management skills Ability ? Prioritizing and meeting critical deadlines ? Attention to detail ? Handle multiple projects and details simultaneously ? Commit to a high level of confidentiality ? Be a flexible team player and work successfully in a changing environment ? Reasoning and Problem solving Education ? Successful completion of High School Diploma or G.E.D. Certificate Experience ? One year of accurate cash handling. ? One year customer experience. ? One year of sales experience. Equipment ? Personal computer ? Telephone, telephone headset, fax machine, scanner and copier ? Calculator and 10-key ? Branch captured machine and scanner. ? Document encoder, currency counter, and coin sorter Physical Demands and Work Environment The physical demands and the work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit or stand for long periods of time and repetitive arm/hand movements while operating a computer or equipment. This position is fast paced with frequent interruptions. The employee is occasionally required to reach with hands and arms; stoop, kneel, or crouch. Proper lifting techniques are required to lift, pull, push and/or move objects weighing up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. The duties listed in this are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. This job description does not constitute an employment agreement between the employer and the employee and is subject to change as the needs and/or requirements of the job change deemed by the employer.

Full-time Description 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-$31.90/hour DOE

Full-time Description NOTE: This is an in-person role and the selected candidate must be available to work Saturdays during business hours. Excite is a relatable, jean-wearing, highly-caffeinated, value-based community credit union. We believe in giving everyone a chance to build a financially stronger future so that together we can build a stronger community. We are looking to hire a Financial Service Representative (Teller) for our Curtner Branch. This position will provide a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sale of negotiable instruments, etc. This person will also actively promote and advise on credit union products and services. In order to safeguard the trust that members place in our institution, the Financial Service Representative is expected to perform their job duties accurately, efficiently and with the highest degree of integrity. People matter at Excite Credit Union - we always take ownership, set the bar high, and pull together as a team to ensure we do right and good for each other and our members. We are passionate advocates making an impact in our community. What we offer Competitive pay ($21-$24/hour depending on experience) Comprehensive benefits plan Retirement plan with matching contribution Wellness, and Well-being programs Financial education and planning Opportunity for professional development and continuing education allowance Team member loan discounts And so much more Essential Functions Include but are not limited to: Responsible for being knowledgeable of and ensuring that service standards, as defined and established by the Credit Union, are actively pursued and routinely achieved in the day to day performance of job duties Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions Within established levels of authority, inspects and verifies negotiable instruments for deposits, places appropriate account holds, obtains necessary authorizations and performs a variety of other FSR functions as directed and in accordance with established policies and procedures Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift Answers basic questions from members and effectively communicates the credit union's products, services and membership requirements Handles all negotiable items, such as cashier's checks, money orders, gift cards and temporary checks, in an accurate and efficient manner Redeems US Savings Bonds Performs financial center opening and closing duties as assigned Meets or exceeds all sales, service and productivity goals to assist the financial center in meeting its goals Makes effective referrals to other specialists when appropriate Uses effective communication skills to learn about each member and builds relationships Actively seeks to uncover “unexpressed” member needs during each interaction Ensures sales goals do not interfere with doing what is best for the member, the team and the credit union Requirements High school diploma or equivalent Minimum 1-year customer-facing experience in a retail environment Experience working in positions with sales/referral goals (team & individual) Previous cash handling experience Demonstrated ability to be fiscally responsible Desirable Experience and Education Experience with DNA and Meridian Link a plus Previous financial industry experience Bi-lingual skills (English/Spanish) Salary Description $21-$24/hour DOE

Responsibilities 1. Project Finance Analysis • Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives • Collaborate with the project development team to prepare and review project budgets, forecasts, and financial reports • Build and maintain asset-level financial models used across the organization (Project Development, Business Development, and Executive teams) • Conduct financial due diligence for potential projects, including reviewing project assumptions, contracts, and financial performance 2. Data Management and Analysis • Collaborate cross-functionally to analyze renewable energy project economics • Develop and automate financial reports and models, enhancing the efficiency and accuracy of financial data analysis • Maintain and manage extensive financial databases and spreadsheets, ensuring data integrity and accessibility 3. Reporting and Insights • Prepare monthly, quarterly, and annual financial reports for various stakeholders • Support the Director of Project Development in presenting analytical insights to senior management, aiding strategic decision-making • Communicate clearly to multiple stakeholders (Board of Directors, banks/capital markets, financiers, executives and team members) • Support and improve the corporate FP&A processes (corporate modeling, financial planning, budgeting, and forecasting) Basic Qualifications • Undergraduate degree • 2-4 years' experience in project finance, development finance, corporate finance, or related • Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis • Advanced Excel skills and demonstrated ability to create detailed financial reports and models • Understanding of the three financial statements • Excellent organizational skills and keen attention to details and accuracy • Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively • Excellent interpersonal, organizational, and communication skills • Proactiveness in identifying problems/opportunities and finding solutions • Located in (or willingness to relocate to) the Bay Area Preferred Qualifications • Experience modeling solar asset finance • Experience raising asset-level financing facilities • Understanding of GAAP accounting a plus Benefits • Competitive compensation package, including salary, equity, and performance bonuses • Comprehensive health, dental, and vision insurance plans • Generous vacation and paid time off policies • Professional development opportunities Benefits • Competitive compensation package, including salary, equity, and performance bonuses • Comprehensive health, dental, and vision insurance plans • Generous vacation and paid time off policies • Professional development opportunities

Project Finance Associate - Clean Energy Piper Maddox is partnered with a leading developer and technology provider specializing in innovative solar solutions. We are currently seeking a Finance Associate to join their growing team and support financial planning and analysis for renewable energy projects. In this role, you'll support financial decision-making by providing detailed data analysis, financial modeling, and insightful reporting. Key Responsibilities: Conduct detailed financial analysis and build project finance models Collaborate with project teams to prepare budgets, forecasts, and financial reports Manage financial databases, ensuring data integrity and accessibility Prepare and present financial insights to leadership, supporting strategic decisions Assist in corporate financial planning, budgeting, and forecasting Qualifications: Experience in solar asset finance modeling. Proven track record of raising asset-level financing. Familiarity with GAAP accounting principles is a plus. Benefits: Competitive compensation package, including base salary, equity opportunities, and performance-based bonuses Comprehensive health, dental, and vision insurance coverage Generous vacation time and paid time off benefits If you are interested in this opportunity, please apply here or reach out to me directly, *************************

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience