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Vice President, CBO IV - Middle Market - San Gabriel, CA - Comerica - Industry, CA
Vice President, Commercial Banking Officer We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so... From Comerica - 20 May 2012 21:29:33 GMT - View all Industry jobs
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SAP Banking Associate Partner
SAP Banking Associate Partner Job ID GBS-0487938 Job type Full-time RegularWork country USA Posted 15-May-2012Work city - Any, Job area Consulting & ServicesTravel Up to 5 days a week (home on weekends-based on project requirements) Job category ConsultantBusiness unit ConServ Job role Business Sales & Delivery Executive Job role skillset SAPCommissionable/Sales-Incentive jobs only No Job descriptionThe SAP Banking Associate Partner (AP) has direct accountability for the scope, quality and financials of large-scale SAP engagements involving technology, process, & organizational change initiatives. The Banking AP provides hands-on leadership & direction to the team as well as manages client executive relationships. The AP may also responsible for leading business case development & performance measurement. This is a hands-on consulting delivery role in a complex & integrated environment which is multi-functional, multi-national, &/or crosses multiple locations. Experience in large, complexity transformation roles across multiple vendor environment. Although this is not a sales position, the AP is expected to develop/maintain senior client relationships and to participate in business development activities.Position requires candidates to be located in one of the 21 core cities as well as 100% travel.Required Bachelor's Degree At least 5 years experience in managing a team of 30+ full-time employees (FTEs) and externally contracted team resources At least 3 years experience in proposal development of at least 3 proposals with one having a TCV over 10m At least 3 years experience in finance and revenue management of project Readiness to travel Up to 5 days a week (home on weekends-based on project requirements) English: Intermediate Preferred Master's Degree IBM is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Location: San Francisco, CA, 94175, USA
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RBG Bus Banking Officer II[Grade 12]
37567RBG Bus Banking Officer II[Grade 12] Full Time Regular posted 05/16/2012Santa Barbara, CARequirementsPurpose StatementGenerates Small Business loans, deposits and fee income for the Regional Banking Group. Develops new business banking relationships both independently and in partnership with Branch Managers and other Branch sales staff. Responsible for originating and boarding new business relationships in designated area. Business target market is companies, including sole proprietorships, with sales generally around 20 million in annual revenues.Essential Functions1. Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients throughout a designated geography2. Achieves quarterly goals through business generation of small business loans, deposits, cash management and other products detailed in the Business Banking Officers' incentive plan.3. Develops and implements marketing activities within the budgetary constraints established by supervisor. Also works with the retail Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing area is designated by the National Small Business Banking Manager. Marketing activities outside designated area will require supervisory approval4. Works to foster new and expand existing customer relationships through cross-selling products and services5. Maintains and applies a thorough understanding of the bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages.6. Actively participates in local business functions with assigned marketing area.7. Provides management with input regarding current policies and practices8. Assists the bank in the promotion of all product lines offered in assigned market9. Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing areaEducationRequired Education or Equivalent Experience. High School Diploma or GED required. Bachelor's Degree in Business Admin., finance, accounting preferredRequired Experience. 3 - 5 years of business development experience within the financial services industry.Administrative/Technical Skills/ Other Information. Lending experience. Bank Product, Marketing and Service knowledge. Analytical and credit skills. Negotiating skills. Planning & organizational skills. PC Skills including knowledge of Microsoft Office products. Written and verbal communicationsLevel Supervised. none Location: Santa Barbara, CA, 93110, USA
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Business Banking Relationship Manager II
37546Business Banking Relationship Manager II Full Time Regular posted 05/15/2012Sherman Oaks, CARequirementsPurpose StatementResponsible for the sourcing, securing, developing, and retaining profitable business banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services and retaining and expanding existing relationships. Responsible for contributing to the assigned Region's credit portfolio quality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of moderate to complex business banking or community market commercial relationships. This position is the mid-level of the Relationship Manager job family.Essential Job Functions1. Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs.2. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Deposit Products, Cash Management, Trade Services, Capital Markets products, loan products and personal banking products and services.3. Obtains financial statements, tax returns, and other credit information and maintains electronic credit files for all existing customers. Conducts analysis of pertinent credit information and/or credit checks.4. Works closely with central underwriting teams for new credit requests and renewals ensuring that all relevant financial and non-financial information is available to the underwriter.5. Generally underwrites new relationship credit requests for approval.6. Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Works closely with centralized underwriting and portfolio management teams to ensure responsiveness to portfolio management needs and timeliness of reporting responses.EducationRequired Education or Equivalent Experience. High School Diploma or GED required. Bachelor's Degree in Business or Finance required. Master's/Advanced Degree in Business or Finance preferredRequired Experience. Five or more years of directly related experienceAdministrative/Technical Skills/ Other Information. Solid understanding of underwriting and analysis for mid-size companies of all complexities.. Strong comfort and familiarity with use and application of commercial lending principles.. Active understanding and ongoing use of Touchpoint, electronic underwriting systems and other enterprise level systems.Level Supervised. none Location: Sherman Oaks, CA, 91413, USA
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Senior Private Banking Lender - Wealth Management
37523Senior Private Banking Lender - Wealth Management Full Time Regular posted 05/15/2012Los Angeles, CANewport Beach, CA RequirementsPosition SummaryResponsible for facilitating and supporting the bank's objectives to increase earning assets and maintain quality standards by providing credit and loan underwriting expertise to a team of Wealth Advisors and Private Banking Relationship Managers. Generally works with lending requests of a moderate to high complexity, providing structuring solutions and creative approaches. Ensures expansion and retention of customer base and development of customer relationships through cross-selling all appropriate products and services in accordance with secured and unsecured lending limits, laws and regulations, corporate policies and procedures, and bank objectives.Position Accountabilities1. Works closely with Commercial / National Banking Groups and other major areas of the Bank to manage the risk of complex financial products and services.2. Facilitates Private Banking loan originations by working with line officers in structuring, development and refinement of Credit Request loan proposals (CR) to meet the customers' or prospects' needs while conforming to bank and regulatory requirements. Makes joint client/prospect calls with the assigned Relationship Managers as needed.3. Analyzes prospective loan transactions and credit worthiness of borrowers. Reinforces adherence to bank underwriting policies and procedures and growth, quality and profit objectives through the loan approval process.4. Develops innovative credit solutions to meet customer/prospect credit needs.5. Responsible for conducting all due diligence on new credit requests for the purposes of making approval or decline recommendations to Credit Approval authorities.6. Establishes pricing for loans within approval authority provides input regarding loan product pricing and features for loans over approval authority.7. Ensures quality control and risk management of credit relationships managed. Identifies, classifies and monitors problems or potential problem loans in compliance with the internal credit review policy. Directly, or through credit officers or analysts, tracks and monitors receipt of financial reporting and covenant compliance certificates.8. Interacts with Credit Administration, Appraisal, Legal and other related Bank personnel regarding issues of credit quality, appropriate compensation for risk, as well as new business and related trends.9. Assists in monitoring compliance with internal and regulatory requirements.10. Validates commercial loan risk ratings to ensure maintenance of a quality loan portfolio.11. Assists in identifying and managing troubled assets and potential troubled assets in assigned area. Attempts to collect accounts that are delinquent including negotiating payment schedules, obtaining proper pre-approval if required.12. May act as specialist for the Bank in specific industry. Keeps current on all economic and other issues impacting industry.13. Keeps informed of competitors' rates and loan programs and recommends appropriate changes to current bank programs and rates.14. May conduct training classes on new or updated procedures.15. Performs other duties as assigned or requested.Job SpecificationsRequired Education or Equivalent Experience. Bachelor's degree in business or related subject.. Master's degree in business or related subject, preferredRequired Experience. Minimum ten years as a successful relationship manager. Minimum of five years private banking experience with an emphasis on the provision of creditField of Experience. Formal credit training from a major commercial bank or equivalent experience required. Thorough knowledge of all activities associated with private banking/wealth management, including products and service needs of high net worth individuals, and the associated regulatory/legal issues.. Thorough knowledge of commercial lending policies, procedures, practices and documentation including accounting, financial statement and cash flow analysis. Thorough knowledge of the commercial lending function with the capability to qualify for a 500,000 - 1 million lending authority.. Demonstrated experience in loan portfolio management and quality control. Geographic market knowledge preferableAdministrative/Technical Skills. Strong credit fundamentals and lending experience. Analytical skills and research abilities. Bank product and service knowledge. Coordinate and manage meetings. Ability to work well independently and in teams and interact effectively with all levels of Bank personnel and outside contacts. Ability to assume responsibility and accountability for decision making. Negotiation skills. Excellent verbal, written and interpersonal communications skills. Problem solving. Personal computer skills. Organizational skills. Leadership skillsLevel Supervised. May supervise associates, credit analysts and/or support staffPhysical Requirements. Sedentary Work: lifting a maximum of 10 pounds, frequent standing/walkingThe above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Location: Los Angeles, CA, 90006, USA
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Orange Coast - Teller - Part Time - Bella Terra Banking Center - Huntington Beach, CA
Title: Orange Coast - Teller - Part Time - Bella Terra Banking Center - Huntington Beach, CALocation: US-CA-Huntington BeachOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Huntington Beach, CA, 92648, USA
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Diablo Northeast - Full Time - Teller - Lafayette Banking Center - Lafayette, CA
Title: Diablo Northeast - Full Time - Teller - Lafayette Banking Center - Lafayette, CALocation: US-CA-LafayetteOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Lafayette, CA, 94596, USA
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Orange Coast - Teller - Part Time - Bella Terra Banking Center - Huntington Beach, CA
Title: Orange Coast - Teller - Part Time - Bella Terra Banking Center - Huntington Beach, CALocation: US-CA-Huntington BeachOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Huntington Beach, CA, 92648, USA
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Monterey Bay - Teller - Part-time - 41st And Capitola Banking Center - Capitola CA
Title: Monterey Bay - Teller - Part-time - 41st And Capitola Banking Center - Capitola CALocation: US-CA-CapitolaOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Capitola, CA, 95062, USA
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Southeast LA - Teller - Full Time - Whittwood Center Banking Center - Whittier, CA(Spanish Preferred)
Title: Southeast LA - Teller - Full Time - Whittwood Center Banking Center - Whittier, CA(Spanish Preferred)Location: US-CA-WhittierOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual Spanish (fluent verbal and written skills). Location: Whittier, CA, 90602, USA
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Peninsula North - Teller - Part-time - San Carlos Banking Center - San Carlos CA
Title: Peninsula North - Teller - Part-time - San Carlos Banking Center - San Carlos CALocation: US-CA-San CarlosOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: San Carlos, CA, 94070, USA
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San Jose East - Teller - Part-time - Irvington Banking Center - Fremont CA
Title: San Jose East - Teller - Part-time - Irvington Banking Center - Fremont CALocation: US-CA-FremontOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Fremont, CA, 94536, USA
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West San Gabriel -Teller- Part Time - Colorado Bonnie Banking Center - Pasadena,CA
Title: West San Gabriel -Teller- Part Time - Colorado Bonnie Banking Center - Pasadena,CALocation: US-CA-PasadenaOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Pasadena, CA, 91116, USA
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Orange Coast - Teller - Full Time - Irvine industrial Banking Center - Newport Beach, CA
Title: Orange Coast - Teller - Full Time - Irvine industrial Banking Center - Newport Beach, CALocation: US-CA-Newport BeachOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Newport Beach, CA, 92662, USA
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Tri-Valley-Part-Time-Teller-Universal City Banking Center-Universal City, CA
Title: Tri-Valley-Part-Time-Teller-Universal City Banking Center-Universal City, CALocation: US-CA-Universal CityOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Universal City, CA, 91618, USA
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Monterey Bay - Teller - Part-time - Bilingual Spanish Preferred - 41st And Capitola Banking Center - Capitola CA
Title: Monterey Bay - Teller - Part-time - Bilingual Spanish Preferred - 41st And Capitola Banking Center - Capitola CALocation: US-CA-CapitolaOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual Spanish(fluent verbal and written skills). Location: Capitola, CA, 95062, USA
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San Jose Central - Teller - Part-time - Hester Banking Center - San Jose CA
Title: San Jose Central - Teller - Part-time - Hester Banking Center - San Jose CALocation: US-CA-San JoseOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: San Jose, CA, 95115, USA
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Peninsula North - Teller - Part-time - San Carlos Banking Center - San Carlos CA
Title: Peninsula North - Teller - Part-time - San Carlos Banking Center - San Carlos CALocation: US-CA-San CarlosOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: San Carlos, CA, 94070, USA
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Central San Diego - Teller - Solana Beach Banking Center, Solana Beach, CA
Title: Central San Diego - Teller - Solana Beach Banking Center, Solana Beach, CALocation: US-CA-Solana BeachOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Solana Beach, CA, 92075, USA
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Peninsula North - Teller - Part-time - Laurelwood Banking Center - San Mateo CA
Title: Peninsula North - Teller - Part-time - Laurelwood Banking Center - San Mateo CALocation: US-CA-San MateoOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: San Mateo, CA, 94407, USA
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North Valley Market Teller Full Time Chatsworth Banking Center Chatsworth, CA. Spanish Preferred
Title: North Valley Market Teller Full Time Chatsworth Banking Center Chatsworth, CA. Spanish PreferredLocation: US-CA-ChatsworthOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Chatsworth, CA, 91311, USA
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Northern California- Part time Teller (25 hours)-Fresno Banking Center- Fresno , CA-Spanish Required
Title: Northern California- Part time Teller (25 hours)-Fresno Banking Center- Fresno , CA-Spanish RequiredLocation: US-CA-FresnoOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual -Spanish (fluent verbal and written skills). Location: Fresno, CA, 93744, USA
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Central San Diego - Part-time Teller - La Jolla Plaza Banking Center - San Diego, CA
Title: Central San Diego - Part-time Teller - La Jolla Plaza Banking Center - San Diego, CALocation: US-CA-San DiegoOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: San Diego, CA, 92108, USA
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San Gabriel Valley - Teller - Part Time - Montrose Banking Center - Montrose, CA
Title: San Gabriel Valley - Teller - Part Time - Montrose Banking Center - Montrose, CALocation: US-CA-MontroseOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Montrose, CA, 91021, USA
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South San Diego Market - Teller - Part Time - Spanish Speaking Required - Palm Plaza Banking Center - San Diego, CA
Title: South San Diego Market - Teller - Part Time - Spanish Speaking Required - Palm Plaza Banking Center - San Diego, CALocation: US-CA-San DiegoOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: San Diego, CA, 92108, USA
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South San Diego - Teller - Part Time - Spanish Speaking Preferred - Gaslamp Banking Center - San Diego, CA
Title: South San Diego - Teller - Part Time - Spanish Speaking Preferred - Gaslamp Banking Center - San Diego, CALocation: US-CA-San DiegoOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: San Diego, CA, 92108, USA
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Central California -Teller (20 hours) Riverlakes Village Banking Center-BAKERSFIELD CA
Title: Central California -Teller (20 hours) Riverlakes Village Banking Center-BAKERSFIELD CALocation: US-CA-BakersfieldOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Bakersfield, CA, 93302, USA
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Palm Springs Desert Market Teller Part Time Hemet Banking Center Spanish Preferred
Title: Palm Springs Desert Market Teller Part Time Hemet Banking Center Spanish PreferredLocation: US-CA-HemetOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Hemet, CA, 92543, USA
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North San Diego Market- Teller- Full time- Poway Banking Center- Poway, CA
Title: North San Diego Market- Teller- Full time- Poway Banking Center- Poway, CALocation: US-CA-PowayOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Position is located at the North San Diego. Poway, CA Banking Center. Full time 38 hours Availability: Monday-Friday: 8:00am-6:00pm Saturday: 8:00am-6:00pm.Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Poway, CA, 92074, USA
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San Diego - Part-time Teller (Bilingual Spanish Preferred) - North Park Banking Center - San Diego, CA
Title: San Diego - Part-time Teller (Bilingual Spanish Preferred) - North Park Banking Center - San Diego, CALocation: US-CA-San DiegoOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual Spanish (fluent verbal and written skills). Location: San Diego, CA, 92108, USA
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Senior Manager, Federal Tax Banking Job
Business Title:Senior Manager, Federal Tax Banking Requisition Number:31669 Function:Tax Services Area of Interest:Banking Tax State:California City:Los Angeles Description: When you choose KPMG as the place to build your career in tax, you can really add value. KPMGs tax partners and professionals pride themselves on understanding our clients business strategy and needs, providing a broad range of federal, state, local and international tax services to meet those needs. We are currently seeking a Banking Senior Tax Manager to join our Federal Tax practice in our Los Angeles office. Responsibilities: Provide tax compliance and advisory services to partnerships, corporations, and S:corporations for a variety of clients from Fortune 100 to emerging businesses Work as part of a multi:disciplinary team helping to provide Banking industry knowledge and experience Manage a portfolio of clients of varying size and scope and act as the first point of contact for internal and external clients Manage teams of tax professionals and assistants working on client projects Manage risk and financial performance of engagements including billings, collections and the project budgets Advise clients and be responsible for delivering high quality tax service and advice Qualifications: Eight years of corporate tax experience in an accounting firm, corporation, and/or law firm Bachelors degree from an accredited college/university Licensed CPA or J.D./LL.M. (Please note that any candidate hired by KPMG into this position that doesnt currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment) Strong knowledge of FAS 109 Experience with corporate taxation, consolidations, and partnerships Excellent verbal and written communication skills with the ability to articulate complex information KPMG offers a comprehensive compensation and benefits package. No phone calls or agencies please. KPMG Affirmative Action, Equal Opportunity Employer, M/F/D/V. KPMG maintains a drug:free workplace. GL:3 GF:15300 Location: United States, California, Los Angeles County - los angeles
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Business Banking Officer - San Fernando Valley
Business Banking Officer - San Fernando Valley Job ID: SBCASLS12-1360 Company Name: First BankDescription:Our Most Valuable Asset? Our People.Dollars and cents aren't our only focus. At First Bank, we're about people, the type of people who are talented, responsible and seek rewarding careers. We encourage our employees to help us build a productive atmosphere of both personal and corporate growth. The result -- outstanding career paths for our employees the best possible service for our customers and a strong financial institution that represents trust, dignity and integrity.Why First Bank? A Wea re not for sale! Wea ve been First Bank since 1910 and wea re going to stay that way A We trust our employees to achieve great things and we will work with you to develop your professional career A We empower employees,fostering an entrepreneurial spirit that embraces self-responsibility without the pitfalls of micro-managementAlthough we're one of the most diverse banks in the nation, wea d like to be better known as your friendly bank down the street. The First Bank team is made up of the people who make up our community. Become a part of our dynamic company and make an impact in the following role:BUSINESS BANKING OFFICERBe part of an entrepreneurial environment! Your primary responsibilities will be: Direct calling on prospective new clients to generate loans, deposits, fees and alternative bank products and services for the retail branch network. Expected to meet or exceed production goals of XXXXX annually. Direct calling on top 40% of existing clients of assigned branches, in coordination with Branch Managers, with focus on relationship retention and new opportunities for loans, deposits, fees and alternative bank products and services for the retail branch network. Develops and implements a marketing plan to increase loan referrals from outside referral sources and assigned retail branches. Provides on-the-job training of branch sales staff to augment core training offered by Corporate Training on all business products and services to increase internal referrals. Meets with customers to discuss business needs, recommend ways in which the Bank can serve their needs and obtain complete application packages for submission to respective loan centers for processing. Completes basic analysis of business financial information to match bank products accordingly. Provides monthly and quarterly Sales Reports to management to measure sales performance to required sales objectives. Assists assigned Branch Managers with servicing the branch portfolio of business credits including control of delinquencies and proactive maturing loan management. Other duties may be assigned.We are seeking talented individuals with the following qualifications: Bachelor's degree (B. A.) in a business-related field from four-year College or University preferred. Minimum of five years Sales experience and/or training, preferably in a banking environment or equivalent combination of education and experience. PC proficiency in Microsoft Windows environment preferred. Knowledge of SBA regulations preferred. Join the First Bank team. We are growing and invite you to become part of our exciting growth! Apply today!EOE M/F/D/VRequirements:Required Expertise: Lending/Sales - Small Business Lending SalesType of Job: Full TimeWork Location(s) CA - Los Angeles, CA - Woodland Hills, CA - EncinoRequired Years of Experience: 3-5 years Location: Los Angeles, CA, CA, 90006, USA
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Business Intelligence/Data Warehousing - Banking - Senior Manager
Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world's most well-known and respected companies, including more than 75 percent of the Fortune 100.At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you'll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities and your benefits. And our culture of innovation means your ideas on how to improve our business and your clients' will be heard.Visit www.deloitte.com/us/careers to learn more about our culture, benefits and opportunities.Deloitte Consulting LLP is one of the world's leading management consulting firms for executable strategy, operations, technology, and human capital advisory services. The consulting practice is built around integrated core capabilities - people, process and technology and industry expertise - the capabilities needed to help clients to tackle their most complex challenges.TECHNOLOGYDeloitte Consulting's technology professionals help clients identify and solve their most critical information and technological challenges. We provide advisory through end-to-end implementation services as well as outsourcing services and are recognized in the marketplace for capabilities across the spectrum. Our experienced technology professionals offer deep technical experience in their area of focus and are committed to delivering efficient, technology-based solutions to our clients. Our professionals are also aligned to industry sectors. By combining our technical capabilities with our industry experiences, we create unmatched market offerings to solve our clients' business issues. Additionally, we have long-term partnerships with many of the world's leading technology companies, allowing us to understand solution alternatives and recommend and support the most appropriate solution for our clients. By leveraging these elements, we are able to help our clients convert leading edge ideas into tangible results. Our professionals are aligned with a technology service line to promote the development of deep technical skills and experiences and improve our ability to tailor solutions to solve our clients' business issues. Our service lines include: Application Management Services Information Management Oracle Package Technologies SAP Package Technologies Emerging Solutions Technologies Systems Integration Technology Strategy & ArchitectureApplication Management Services: Provide complete operations services for application management, custom development, and business process outsourcing for clients. Develop the post implementation go-live support environment, construct the transition plan from the project team to the support team, and support and maintain the client applications and technology infrastructureInformation Management: Plan, design, and implement solutions that deliver and analyze information efficiently for competitive advantageOracle Package Technologies: Performs advisory and implementation services to address manufacturing, financial, human resources, customer relationship management, procurement, order management, supply chain, and other business needs throughout the enterprise leveraging the full suite of Oracle products (ie Oracle EBS, PeopleSoft, JD Edwards, Siebel, and Edge Products)SAP Package Technologies: Perform advisory and implementation services to address manufacturing, financial, human resources, customer relationship management, supply chain, and other business needs throughout the enterprise with the full suite of SAP productsEmerging Solutions Technologies: Builds new practices that differentiate, complement, and augment our existing offerings in the enterprise application and eCommerce arenas. Systems Integration: Provide Technology Solution Development and Integration across the SDLC including requirements, functional specs, design, custom development, integration, testing, and deployment. Deloitte's SI Capability maintains a strong focus on structuring, managing, and implementing complex technical solutions requiring deep business expertise, process optimization, and business operations knowledge to achieve significant and measurable business valueTechnology Strategy & Architecture: Deliver Technology Advisory and Implementation solutions that extract and maximize business value from IT investments. Encompasses architecture, engineering, and operations services for the IT strategy, innovation, operations, and infrastructure required to deliver efficient and effective platforms fundamental to business successFinancial ServicesDeloitte Consulting's Financial Services Industry Practice offers a broad range of advisory services including strategic, regulatory, mergers and acquisitions, risk management and management consulting to clients in many financial industries.BankingTheBankingconsulting practice provides services to major banks around the globe and works in virtually all banking areas and competencies. Retail Banking:Consumer deposits accounts, loans (e.g., auto, home equity), individual retirement accounts (IRAs) Mortgage:Consumer Loans secured by real estate (e.g., personal residence). This includes the underwriting, approval, servicing and collections. Payments:Payments initiation, processing and settlement. Includes credit cards Wholesale Banking:Cash management services (e.g., lockbox, fund management), merchant services, business banking services (deposits and loans), institutional trust and securities custody services to commercial and corporate institutions.InsuranceInsurance Consulting provides support to major insurers around the globe and works in virtually all service areas and competencies. We provide strategic, operational, financial and technology related advisory services to Life, P&C, Reinsurance and Insurance Brokerage firms. Deloitte's professionals are recognized as leaders in the insurance industry holding leadership positions in numerous professional industry organizations. Moreover, Deloitte's Insurance Consulting Practice continues to be recognized for its capabilities.SecuritiesThe Securities Consulting practice provides support to major investment banks, brokerages and exchanges around the globe. The primary business activities of these clients include underwriting new stock and bond issues to the primary market, broker/dealer services exchanging securities in the secondary market, and settling securities trades, asset management and wealth management.Our professionals are recognized for their contributions to advancing the global understanding of the evolving securities industry, Our partners actively participate in many of the securities industry's regulatory and standard-setting groups.Essential functions of a Senior Manager at Deloitte Consulting:A Senior Manager at Deloitte is expected to contribute to the firm's growth and development in a variety of ways, including: Engagement Management: Lead engagement planning and budgeting mobilize and manage engagement teams define deliverable structure and content facilitate buy-in of proposed solutions from top management levels at the client direct on-time, quality delivery of work products manage engagement economics manage engagement risk Client Management: Manage day to day interactions with executive clients and sponsors Business Development: Develop and maintain contact with top decision makers at key clients organize and lead pursuit teams participate and lead aspects of the proposal development process contribute to the development of proposal pricing strategies Practice Development & Eminence: Develop practical solutions and methodologies develop "thoughtware" and "point-of-view" documents participate in public speaking events get published in industry periodicals People Development: Perform role of counselor and coach provide input and guidance into the staffing process actively participate in staff recruitment and retention activities provide leadership and support for delivery teams and staff in local officesSenior Managers in the Business Intelligence and Data Warehousing practice are required to have:Information Management Sr. Manager Candidates are required to have: At least 6 years recent experience working for a consulting firm in a similar capacity, serving Financial Services clients in the Banking sector At least 4 years of experience managing large technology engagements for banking clients 8+ years experience architecting BI/DW solutions for Financial Services clients, with deep knowledge of the banking industry 4+ years managing BI/DW project teams (5-20 in size) through the full lifecycle - scoping and planning, requirements gathering, design, development, testing, go-live Deep knowledge of different types of Data Warehousing, EPM and Business Intelligence solutions A minimum of 6 full life cycle implementations Bachelor's Degree To conceptualize, design and assist in the implementation of new and existing systems, middleware, data warehouse and production architectures Identify and promote best practices and patterns for data modeling, and provide oversight for all activities related to data cleansing, data quality and data consolidation using standard data modeling methodologies and processes Provide support on data quality components during the implementation of the solution architecture Provide technical recommendations for optimized data access and retention for the data warehouse A willingness to travel 80 - 100% of the time Ability to recommend BI/DW process, governance, organizational and platform models, tool selections and application integration options to clientsQualified Senior Manager candidates are also required to have at least one full lifecycle project experience in one or more of the following areas: Development of statements of work and/or client proposals Broad system level expertise across multiple computing platforms and technologies with the ability to influence direction around information management at the Enterprise Level Organize knowledge transfer to clients Develop and manage vendor relationships Lead workshops for client education Identify opportunities to add value to the client's organization by effective use of information management Build relationships with CXOs and key stakeholders responsible for information and performance management in client's organization Ability to scope out the effort and cost for an enterprise reporting solution Ability to define how an enterprise information system will align with the organization's business and strategic objectives Ability to manage multiple teams on a data warehousing engagement In addition, successful Senior Managers will have the following preferred background: Experience leading executive-level governance boards Exposure to data disguising technology (e.g. data obfuscation, data redaction, data masking) Ability to work independently and manage multiple task assignments Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint) Strong problem solving and troubleshooting skills with the ability to exercise mature judgment Eagerness to mentor junior staff An advanced degree in a related fieldRef: FSI2011About DeloitteAs used in this document, "Deloitte" means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Deloitte LLP and its subsidiaries are equal opportunity employers.Disclaimer: If you are not reviewing this job posting on our Careers' site (careers.deloitte.com) or one of our approved job boards, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at careers.deloitte.com. Location: Los Angeles, CA, 90006, USA
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Business Banking Relationship Manager - San Francisco, CA
Title: Business Banking Relationship Manager - San Francisco, CALocation: CA-San FranciscoPOSITION SUMMARYExecute integrated sales, service and relationship strategies to support growth and retention of business customers. Develops new-to-bank business relationships as well as cross-marketing of services to exiting clients through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability. Current business segment includes those clients with revenues from 5 to 20 million annually. Business banking clients in this segment typically use more standard product offerings and receive credit decisions through a centralized utility.POSITION RESPONSIBILITIES. Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.. Responsible for client satisfaction and relationship profitability, while providing business customers with single point of contact within Citi.. Provide product specialists with qualified referrals for cross-sell. Assist in closing deals across all products.. Use sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer. Ensure customers meet credit/compliance criteria before submitting to centralized credit for approval. . Partner with other Citi businesses (i.e. Retail Banking, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.. Maintain frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.. Through extensive involvement, create local community awareness that the bank is critically focused on partnering in the community and providing broad, multi-product banking solutions to the middle market companies housed in the marketplace.. Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.EXPERIENCE. Undergraduate business degree. Should have a minimum of 5 years banking experience, preferably in business bankingSKILLS/ABILITIES. Must have a sharp, proven business development focus, preferably within a large financial institution. Must be team oriented. Must have superior organizational skills. Excellent verbal and written communication/presentation skills. Demonstrated ability to motivate and influence others. Must be able to express a sound opinion, able to agreeably present another viewpoint. Knowledge of credit process/credit training a plus Location: San Francisco, CA, 94175, USA
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Business Banking Relationship Manager III
37381Business Banking Relationship Manager III Full Time Regular posted 05/07/2012Sacramento, CARequirementsPurpose StatementResponsible for the sourcing, securing, developing, and retaining profitable business banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services and retaining and expanding existing relationships. Responsible for contributing to the assigned Region's credit portfolio quality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities and cross selling business and personal banking products to existing clients. Takes primary responsibility as the assigned officer for a portfolio of the most complex business banking or community market commercial relationships. May act in a lead capacity over Associate Relationship Managers and Relationship Managers providing guidance and supporting work flow. This position is the most experienced level of Relationship Manager job family and is typically responsible for the largest and most complex business banking and community market commercial relationships as applicable to the line of business.Essential Job Functions1. Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understand current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs.2. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Deposit Products, Cash Management, Trade Services, Capital Markets products, loan products and personal banking products and services.3. Obtains financial statements, tax returns, and other credit information and maintains individual credit files for all existing customers. Conducts analysis of pertinent credit information and/or credit checks.4. Works closely with central underwriting teams for new credit requests and renewals ensuring that all relevant financial and non-financial information is available to the underwriter.5. Generally underwrites new relationship credit requests for approval.6. Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Works closely with centralized underwriting and portfolio management teams to ensure responsiveness to portfolio management needs and timeliness of reporting responses.EducationRequired Education or Equivalent Experience. High School Diploma or GED required. Bachelor's Degree in Business or Finance required. Master's/Advanced Degree in Business or Finance preferredRequired Experience. Eight or more years of directly related experience. Some supervisory/managerial experience helpfulAdministrative/Technical Skills/ Other Information. Solid understanding of underwriting and analysis for small and mid-size companies of all complexities.. High degree of comfort and familiarity with use and application of commercial lending principles. Active understanding and ongoing use of Touchpoint, electronic underwriting systems and other enterprise level systems.Level Supervised. Serves as a role model for less experienced staff in actions, behaviors, and results. Location: Sacramento, CA, 94278, USA
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Peninsula North - Part-time Teller (Bilingual Chinese Preferred) - Serramonte Plaza Banking Center - Daly City, CA
Title: Peninsula North - Part-time Teller (Bilingual Chinese Preferred) - Serramonte Plaza Banking Center - Daly City, CALocation: US-CA-Daly CityOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual Chinese (fluent verbal and written skills). Location: Daly City, CA, 94014, USA
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South Bay Gateway - Teller - Full-Time - Hawthorne Banking Center - Hawthorne, CA - Spanish preferred
Title: South Bay Gateway - Teller - Full-Time - Hawthorne Banking Center - Hawthorne, CA - Spanish preferredLocation: US-CA-HawthorneOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills) in Spanish Location: Hawthorne, CA, 90251, USA
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Central Coast Market - Teller - Part time - Atascadero Banking Center - Atascadero, CA
Title: Central Coast Market - Teller - Part time - Atascadero Banking Center - Atascadero, CALocation: US-CA-AtascaderoOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Atascadero, CA, 93422, USA
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San Jose West - Part-time Teller - Valley Fair Banking Center, Santa Clara, CA
Title: San Jose West - Part-time Teller - Valley Fair Banking Center, Santa Clara, CALocation: US-CA-Santa ClaraOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Santa Clara, CA, 95054, USA
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Palm Springs Desert Market Teller Spanish Required Part Time Ramon Banking Center Palm Springs, CA.
Title: Palm Springs Desert Market Teller Spanish Required Part Time Ramon Banking Center Palm Springs, CA.Location: US-CA-Palm SpringsOther Locations:Responsibilities: Professional Tellers are responsible for the processing of transactions accurately and efficiently in a fast paced environment. Your duties will include, but are not limited to the following: Ability to work within established policies, procedures and guidelines. Identify customer needs and refer financial products and services. Consistently seek to delight our customers and deliver exceptional customer service with a positive attitude. Build customer loyalty establish customer relationships through courtesy and friendliness, including addressing each customer by name. Contribute to a positive team environment in the banking center through teamwork, team spirit and coaching. May be required to work Saturdays and or extended hours as needed. Required Skills: Minimum of six months cash handling experience. Minimum of six months customer service experience. Ability to work effectively as a team member. Strong oral and written communication skills. Ability to respond and assist customers with inquires and/or problem resolution. Careful attention to detail and time management. Desired Skills/Assets: Previous cross-sales and/or referral experience. Ability to identify customer financial needs, goals and objectives. Proficiency in basic computer skills. Previous banking/financial services/teller experience. Bilingual (fluent verbal and written skills). Location: Palm Springs, CA, 92262, USA
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