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Branch Manager at Poppy Bank
San Jose, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Consumer Lending/New Accounts Specialist (Ames/Boone) at VisionBank
Ames, Iowa, United States - Full Time
Skills Needed
Consumer Lending, Account Opening, Credit Analysis, Customer Relationship Management, Cross Selling, Loan Processing, Financial Analysis, Regulatory Compliance, Ira And Hsa Administration, Risk Assessment, Microsoft Office, Customer Service
Specialization
Candidates must have a high school diploma or GED and at least two years of retail banking experience, including prior consumer lending experience. Ability to obtain an NMLS number and possess reliable transportation is required.
Experience Required
Minimum 2 year(s)
Branch Manager at Poppy Bank
Roseville, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Business Networking, Risk Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Officer Mortgage Operations at Scotiabank
Bogota, Bogota D.C., Colombia - Full Time
Skills Needed
Mortgage Servicing, Data Verification, Compliance Monitoring, Service Level Agreements, Case Correspondence, Microsoft Office, English Proficiency, Risk Management, Anti Money Laundering, Customer Service, Administrative Support, Reporting
Specialization
Requires a high school diploma and at least 2 years of relevant working experience. Candidates must possess basic computer skills and an advanced level of English (B2-C1).
Experience Required
Minimum 2 year(s)
Commercial Relationship Manager at F & M Bank
Warrenton, Virginia, United States - Full Time
Skills Needed
Financial Analysis, Relationship Management, Commercial Lending, Credit Evaluation, Risk Management, Loan Documentation, Real Estate Appraisal, Business Development, Regulatory Compliance, Customer Service, Financial Planning, Portfolio Management
Specialization
Candidates must have a Bachelor's degree in Finance or Business and at least four years of lending and bank management experience. Proficiency in lending regulations, real estate laws, and NMLS registration is required.
Experience Required
Minimum 5 year(s)
Deposit & Payment Risk Specialist at Poppy Bank
Roseville, California, United States - Full Time
Skills Needed
Fraud Detection, Risk Mitigation, Financial Investigations, Ach Processing, Wire Transfers, Online Banking Security, Sar Referrals, Loss Prevention, Microsoft Office Suite, Regulatory Compliance, Analytical Reasoning, Client Relationship Management
Specialization
Candidates need between 3 to 5 years of risk and operations experience within a financial institution depending on the level. Proficiency in Microsoft Office and the ability to handle high-impact client situations in a fast-paced environment are required.
Experience Required
Minimum 5 year(s)
Senior Financial Accountant at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Financial Accounting, Loan Accounting, Regulatory Reporting, Advanced Excel, Analytical Skills, Balance Sheet Reconciliation, Tax Return Preparation, Financial Analysis, General Ledger Monitoring, Liquidity Analysis, Fdicia Control Testing, Corporate Credit Card Processing, Cra Compliance, Multi Tasking, Attention To Detail, Internal Communication
Specialization
A bachelor's degree with accounting coursework and at least 5 years of accounting or finance experience are required. Proficiency in advanced Excel and experience in the banking industry are strongly preferred.
Experience Required
Minimum 5 year(s)
Branch Manager at Poppy Bank
Los Angeles, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Human Resources Generalist at VisionBank
Ames, Iowa, United States - Full Time
Skills Needed
Payroll Processing, Benefits Administration, Hris Management, New Hire Orientation, Performance Review Administration, Employment Law Compliance, Cobra Administration, Data Entry, Customer Service, Recordkeeping, Microsoft Office Suite, Analytical Skills, Problem Solving, Project Management, Interpersonal Skills, Written Communication
Specialization
The role requires prior experience with payroll, benefits administration, and HRIS systems. Candidates should possess strong organizational skills, proficiency in Microsoft Office, and the ability to travel to various bank locations.
Experience Required
Minimum 2 year(s)
VP, Business Development Officer of Treasury Management at Poppy Bank
Costa Mesa, California, United States - Full Time
Skills Needed
B2b Sales, Cash Management, Treasury Management, Relationship Management, Strategic Thinking, Problem Solving, Time Management, Business Acumen, Interpersonal Skills, Client Onboarding, Lead Generation, Portfolio Management
Specialization
Requires a bachelor's degree or at least 5 years of related work experience with extensive B2B sales expertise. Candidates must possess strong knowledge of cash management products and the ability to work effectively in a fast-paced environment.
Experience Required
Minimum 5 year(s)
VP, Systems & Reports Analyst at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Core Banking Systems Administration, Custom Report Generation, Project Management, System Configuration, Troubleshooting, Technical Support, Requirement Gathering, Audit Documentation, Vendor Management, System Validation Testing, Security Protocols, Business Process Streamlining
Specialization
Candidates need a minimum of 5 years of analyst experience with core banking systems and a bachelor's degree or equivalent experience. A PMP certification and proficiency in writing custom reports and using project management tools are preferred.
Experience Required
Minimum 5 year(s)
Accounting Specialist at F & M Bank
Timberville, Virginia, United States - Full Time
Skills Needed
Accounts Payable, Credit Card Reconciliation, Federal Reserve Account Balancing, 1099 Preparation, Financial Reporting, Audit Documentation, Microsoft Excel, Microsoft Word, Communication, Problem Solving, Organization, Confidentiality
Specialization
Requires a one-year certificate from a college or technical school and at least six months of related experience. Proficiency in Microsoft Office and the ability to handle confidential financial information are essential.
Commercial Loan Processor - Clewiston, FL at First Bank
Clewiston, Florida, United States - Full Time
Skills Needed
Loan Processing, Underwriting, Commercial Real Estate Lending, Loan Documentation, Financial Analysis, Compliance, Ms Word, Excel, Access, Powerpoint, Time Management, Problem Solving, Interpersonal Communication, Attention To Detail, Organizational Skills, Loan Servicing
Specialization
Candidates must have a high school diploma or GED and 2-5 years of relevant experience in loan administration or commercial real estate lending. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Teller/Customer Service Representative at First Bank
Fort Myers Shores, Florida, United States - Full Time
Skills Needed
Customer Service, Sales, Interpersonal Communication, Account Maintenance, Cross Selling, Fraud Detection, Problem Resolution, Computer Proficiency, Organizational Skills, Banking Operations
Specialization
Candidates should have a High School Diploma or GED and preferably one to three years of banking experience. Strong communication, sales, and computer skills are required to effectively manage customer relationships.
Experience Required
Minimum 2 year(s)
VP, Systems & Data Analyst at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Data Analytics, Systems Optimization, Ai Strategy, Project Management, Data Pipeline Design, Financial Reporting, Automation, Data Governance, Data Architecture, System Integration, Business Intelligence, Regulatory Reporting, Machine Learning, Strategic Leadership, Stakeholder Management, Self Service Analytics
Specialization
Requires a Bachelor's degree in a quantitative or technical field and 8-10+ years of experience in data analytics or banking technology. Preference is given to candidates with direct experience in Fiserv DNA, Prologue, Axiom Reporting, and regulated financial environments.
Experience Required
Minimum 10 year(s)
Branch Manager at Poppy Bank
San Jose, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Oversight, Performance Management, Relationship Building, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required, with a Notary Public certification preferred.
Experience Required
Minimum 10 year(s)
Loan Operations Specialist III (Payoff Desk) at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Loan Payoff Processing, Collateral Release, Insurance Processing, Loan Funding, Customer Service, Microsoft Excel, Time Management, Problem Solving, Communication Skills, Organizational Skills, Multi Tasking, Interpersonal Skills
Specialization
Requires a minimum of 5 years of banking experience specifically within Loan Operations. Candidates must possess strong communication skills and intermediate proficiency in Microsoft Excel.
Experience Required
Minimum 5 year(s)
Ejec Singular at Scotiabank
, Coahuila, Mexico - Full Time
Skills Needed
Financial Advisory, Portfolio Management, Premium Client Relations, Sales Strategy, Business Development, Kyc Compliance, Aml Prevention, Customer Experience, Financial Analysis, Relationship Management
Specialization
Requires a bachelor's degree in economic-administrative fields (completed or in progress). Candidates must have at least 3 years of experience in financial services sales within the premium sector.
Experience Required
Minimum 2 year(s)
Cajero/a Unico/a (Eve) at Scotiabank
, Nuevo León, Mexico - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Operations, Client Relationship Management, Results Orientation, Communication Skills
Specialization
Seeking individuals with a passion for customer service and a results-oriented mindset. Candidates should have a desire for professional development within the banking sector.
Treasury Management Operations Support I-III at Poppy Bank
Roseville, California, United States - Full Time
Skills Needed
Treasury Management, Client Onboarding, Ach Processing, Remote Deposit Capture, Positive Pay, Cash Management, Relationship Management, Technical Support, Financial Analysis, Risk Management, Microsoft Office Suite, Crm Reporting, Compliance, Mentoring, Communication Skills, Time Management
Specialization
Requires 1 to 5 years of experience in banking or treasury management depending on the level (I, II, or III). Proficiency in Microsoft Office and technical support skills are required, with a preference for ACH Accredited Professional certification.
Experience Required
Minimum 2 year(s)
Branch Manager at Poppy Bank
San Jose, California, United States -
Full Time

Start Date

Immediate

Expiry Date

26 Aug, 26

Salary

107525.0

Posted On

28 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software

Industry

Banking

Description
Description The Branch Manager is responsible for the administration and efficient daily operation of a full-service bank branch including operations, client service, product sales, and security and safety in accordance with the Bank's objectives. This position is expected to work in office. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities include the following: Management Activities Hires and develops quality staff ensuring proper skills and staffing levels to ensure the highest level of customer service Regularly (at a minimum monthly) meets one-on-one with each direct report to determine team needs and career goals. Conversations should be documented for coaching opportunities Ultimately responsible for ensuring that all staff are trained in sales and service techniques Promotes core deposit growth through creation and management of in branch sales promotions Monitors branch trends via daily review of the Vital View Dashboard to monitor deposit base, transaction counts, cost of funds; ensures the staff is aware of the branch progress via staff meetings white boards, etc. Also investigates and follows up on significant changes in branch status of existing customers. Informs the VP Area Manager of potential issues Ensures effective communication to staff regarding items communicated in Branch Manager meetings and any implementation of policy and procedure changes as approved by Senior Management; also, schedules and conducts any necessary training for staff to ensure all staff members are aware of changes Quickly resolves issues of non-performance including termination in accordance with Poppy Bank policies and procedures Conducts annual performance and compensation reviews for direct reports Maintains knowledge of security and safety policies and strictly adheres to established procedures; and ensures branch staff is properly trained and made aware of any changes to the branch’s plan and procedures Operational Activities Communicates goals to staff regarding the overall profitability of the branch; implements costs controls, income generation, and branch marketing efforts; monitors expenses to ensure compliance with budget. Partner with Branch Operations Officer/Branch Operations Specialist in the completion of monthly Certification packages, and review for completeness prior to submission Ultimately accountable for branch performance on audits and compliance with established bank operating procedures and practices Ensures operational quality control based on published procedures and initiates corrective actions; ensures that the branch is following established Bank policies, procedures and state and federal regulations Participates and directs day to day operations for the branch; approves large deposits and withdrawals; reviews and approves daily reports according to published procedures Reviews NSF and overdraft reports for the branch and approves or declines such exceptions within established limits in the Transaction Approval Authority matrix Customer Service/Retention Activities Enforces superior customer service through example along with periodic meetings and presentations on this topic. Manages the branch mystery shops and provides coaching to accomplish the branch goal Creates a warm, welcoming, and friendly experience for all customers and employees. Models’ exemplary customer service qualities demonstrating a positive, can-do attitude and customer first culture Actively manages client issues before they escalate to senior management. Manages processes, solves, and answers complex business and consumer account transactions, i.e., is proactive Works with staff to generate ways to pleasantly surprise customers, differentiating the bank from competitors Assists customers with account servicing needs and resolves difficult customer issues with diplomacy May function in any branch capacity and serves as a resource for complex account servicing needs Sales Leadership Develop and execute sales strategies, relationship building and community strategies that are aligned with the branch’s goals. Strategies include but are not limited to outbound/appointment calls, in person meetings, business networking and participation in branch and community events Research branch market area to create and implement effective sales techniques which will generate additional new accounts and new deposits Develop and coach branch team sales skills while ensuring high product knowledge Ensure branch team is actively profiling customers to understand their complete financial picture and to identify opportunities to deepen and grow relationships Implement tactical plans to actively call on new and prospective customers, exploring needs and cross-selling bank products and services Work closely with Area Manager and SVP Regional Sales Manager to partner in joint marketing plans and cross-selling efforts Refer small business credit opportunities and work with the loan department to facilitate application process Coaches team to participate in initiating quality referrals Community Relations Activities Promotes the Bank’s CRA policies and programs; participates in various professional, civic and community activities; as needed, forwards all related documents, comments, or requests to the CRA Officer 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 Supervisory Responsibilities Expected to manage 2 or more branch employees Provide ongoing operational guidance, training, and development to all staff members Responsible for regularly assessing all staff member performance, addressing performance management situations, and completing Mid-year and/or Annual Evaluations Actively assist in managing employee schedules and confirming accurate timecards Qualifications Proven sales ability and documented branch growth Minimum of 7 years in a branch environment Minimum of 5 years branch management experience Minimum of 3 years management of complex business and consumer accounts Excellent interpersonal, verbal, and written communication skills Leadership and experience in teamwork (or team building) and customer service Experience in hiring, training, coaching and performance management of employees Active involvement in business related local community organizations (i.e., Rotary, Chamber of Commerce, etc.) Notary Public preferred Must be proficient using Word, Excel and Outlook applications and banking programs Requires the ability to work flexible hours in some cases beyond scheduled hours Current California driver’s license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities 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. Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel. 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 2026 Fair Chance Ordinance. 2026 CA Privacy Notice to Applicants/Employees
Responsibilities
The Branch Manager oversees the daily administration and operation of a full-service bank branch, focusing on client service, product sales, and regulatory compliance. They are responsible for leading staff development, driving deposit growth, and ensuring operational security and safety.
Branch Manager at Poppy Bank
San Jose, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Consumer Lending/New Accounts Specialist (Ames/Boone) at VisionBank
Ames, Iowa, United States - Full Time
Skills Needed
Consumer Lending, Account Opening, Credit Analysis, Customer Relationship Management, Cross Selling, Loan Processing, Financial Analysis, Regulatory Compliance, Ira And Hsa Administration, Risk Assessment, Microsoft Office, Customer Service
Specialization
Candidates must have a high school diploma or GED and at least two years of retail banking experience, including prior consumer lending experience. Ability to obtain an NMLS number and possess reliable transportation is required.
Experience Required
Minimum 2 year(s)
Branch Manager at Poppy Bank
Roseville, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Business Networking, Risk Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Officer Mortgage Operations at Scotiabank
Bogota, Bogota D.C., Colombia - Full Time
Skills Needed
Mortgage Servicing, Data Verification, Compliance Monitoring, Service Level Agreements, Case Correspondence, Microsoft Office, English Proficiency, Risk Management, Anti Money Laundering, Customer Service, Administrative Support, Reporting
Specialization
Requires a high school diploma and at least 2 years of relevant working experience. Candidates must possess basic computer skills and an advanced level of English (B2-C1).
Experience Required
Minimum 2 year(s)
Commercial Relationship Manager at F & M Bank
Warrenton, Virginia, United States - Full Time
Skills Needed
Financial Analysis, Relationship Management, Commercial Lending, Credit Evaluation, Risk Management, Loan Documentation, Real Estate Appraisal, Business Development, Regulatory Compliance, Customer Service, Financial Planning, Portfolio Management
Specialization
Candidates must have a Bachelor's degree in Finance or Business and at least four years of lending and bank management experience. Proficiency in lending regulations, real estate laws, and NMLS registration is required.
Experience Required
Minimum 5 year(s)
Deposit & Payment Risk Specialist at Poppy Bank
Roseville, California, United States - Full Time
Skills Needed
Fraud Detection, Risk Mitigation, Financial Investigations, Ach Processing, Wire Transfers, Online Banking Security, Sar Referrals, Loss Prevention, Microsoft Office Suite, Regulatory Compliance, Analytical Reasoning, Client Relationship Management
Specialization
Candidates need between 3 to 5 years of risk and operations experience within a financial institution depending on the level. Proficiency in Microsoft Office and the ability to handle high-impact client situations in a fast-paced environment are required.
Experience Required
Minimum 5 year(s)
Senior Financial Accountant at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Financial Accounting, Loan Accounting, Regulatory Reporting, Advanced Excel, Analytical Skills, Balance Sheet Reconciliation, Tax Return Preparation, Financial Analysis, General Ledger Monitoring, Liquidity Analysis, Fdicia Control Testing, Corporate Credit Card Processing, Cra Compliance, Multi Tasking, Attention To Detail, Internal Communication
Specialization
A bachelor's degree with accounting coursework and at least 5 years of accounting or finance experience are required. Proficiency in advanced Excel and experience in the banking industry are strongly preferred.
Experience Required
Minimum 5 year(s)
Branch Manager at Poppy Bank
Los Angeles, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Human Resources Generalist at VisionBank
Ames, Iowa, United States - Full Time
Skills Needed
Payroll Processing, Benefits Administration, Hris Management, New Hire Orientation, Performance Review Administration, Employment Law Compliance, Cobra Administration, Data Entry, Customer Service, Recordkeeping, Microsoft Office Suite, Analytical Skills, Problem Solving, Project Management, Interpersonal Skills, Written Communication
Specialization
The role requires prior experience with payroll, benefits administration, and HRIS systems. Candidates should possess strong organizational skills, proficiency in Microsoft Office, and the ability to travel to various bank locations.
Experience Required
Minimum 2 year(s)
VP, Business Development Officer of Treasury Management at Poppy Bank
Costa Mesa, California, United States - Full Time
Skills Needed
B2b Sales, Cash Management, Treasury Management, Relationship Management, Strategic Thinking, Problem Solving, Time Management, Business Acumen, Interpersonal Skills, Client Onboarding, Lead Generation, Portfolio Management
Specialization
Requires a bachelor's degree or at least 5 years of related work experience with extensive B2B sales expertise. Candidates must possess strong knowledge of cash management products and the ability to work effectively in a fast-paced environment.
Experience Required
Minimum 5 year(s)
VP, Systems & Reports Analyst at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Core Banking Systems Administration, Custom Report Generation, Project Management, System Configuration, Troubleshooting, Technical Support, Requirement Gathering, Audit Documentation, Vendor Management, System Validation Testing, Security Protocols, Business Process Streamlining
Specialization
Candidates need a minimum of 5 years of analyst experience with core banking systems and a bachelor's degree or equivalent experience. A PMP certification and proficiency in writing custom reports and using project management tools are preferred.
Experience Required
Minimum 5 year(s)
Accounting Specialist at F & M Bank
Timberville, Virginia, United States - Full Time
Skills Needed
Accounts Payable, Credit Card Reconciliation, Federal Reserve Account Balancing, 1099 Preparation, Financial Reporting, Audit Documentation, Microsoft Excel, Microsoft Word, Communication, Problem Solving, Organization, Confidentiality
Specialization
Requires a one-year certificate from a college or technical school and at least six months of related experience. Proficiency in Microsoft Office and the ability to handle confidential financial information are essential.
Commercial Loan Processor - Clewiston, FL at First Bank
Clewiston, Florida, United States - Full Time
Skills Needed
Loan Processing, Underwriting, Commercial Real Estate Lending, Loan Documentation, Financial Analysis, Compliance, Ms Word, Excel, Access, Powerpoint, Time Management, Problem Solving, Interpersonal Communication, Attention To Detail, Organizational Skills, Loan Servicing
Specialization
Candidates must have a high school diploma or GED and 2-5 years of relevant experience in loan administration or commercial real estate lending. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Teller/Customer Service Representative at First Bank
Fort Myers Shores, Florida, United States - Full Time
Skills Needed
Customer Service, Sales, Interpersonal Communication, Account Maintenance, Cross Selling, Fraud Detection, Problem Resolution, Computer Proficiency, Organizational Skills, Banking Operations
Specialization
Candidates should have a High School Diploma or GED and preferably one to three years of banking experience. Strong communication, sales, and computer skills are required to effectively manage customer relationships.
Experience Required
Minimum 2 year(s)
VP, Systems & Data Analyst at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Data Analytics, Systems Optimization, Ai Strategy, Project Management, Data Pipeline Design, Financial Reporting, Automation, Data Governance, Data Architecture, System Integration, Business Intelligence, Regulatory Reporting, Machine Learning, Strategic Leadership, Stakeholder Management, Self Service Analytics
Specialization
Requires a Bachelor's degree in a quantitative or technical field and 8-10+ years of experience in data analytics or banking technology. Preference is given to candidates with direct experience in Fiserv DNA, Prologue, Axiom Reporting, and regulated financial environments.
Experience Required
Minimum 10 year(s)
Branch Manager at Poppy Bank
San Jose, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Oversight, Performance Management, Relationship Building, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required, with a Notary Public certification preferred.
Experience Required
Minimum 10 year(s)
Loan Operations Specialist III (Payoff Desk) at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Loan Payoff Processing, Collateral Release, Insurance Processing, Loan Funding, Customer Service, Microsoft Excel, Time Management, Problem Solving, Communication Skills, Organizational Skills, Multi Tasking, Interpersonal Skills
Specialization
Requires a minimum of 5 years of banking experience specifically within Loan Operations. Candidates must possess strong communication skills and intermediate proficiency in Microsoft Excel.
Experience Required
Minimum 5 year(s)
Ejec Singular at Scotiabank
, Coahuila, Mexico - Full Time
Skills Needed
Financial Advisory, Portfolio Management, Premium Client Relations, Sales Strategy, Business Development, Kyc Compliance, Aml Prevention, Customer Experience, Financial Analysis, Relationship Management
Specialization
Requires a bachelor's degree in economic-administrative fields (completed or in progress). Candidates must have at least 3 years of experience in financial services sales within the premium sector.
Experience Required
Minimum 2 year(s)
Cajero/a Unico/a (Eve) at Scotiabank
, Nuevo León, Mexico - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Operations, Client Relationship Management, Results Orientation, Communication Skills
Specialization
Seeking individuals with a passion for customer service and a results-oriented mindset. Candidates should have a desire for professional development within the banking sector.
Treasury Management Operations Support I-III at Poppy Bank
Roseville, California, United States - Full Time
Skills Needed
Treasury Management, Client Onboarding, Ach Processing, Remote Deposit Capture, Positive Pay, Cash Management, Relationship Management, Technical Support, Financial Analysis, Risk Management, Microsoft Office Suite, Crm Reporting, Compliance, Mentoring, Communication Skills, Time Management
Specialization
Requires 1 to 5 years of experience in banking or treasury management depending on the level (I, II, or III). Proficiency in Microsoft Office and technical support skills are required, with a preference for ACH Accredited Professional certification.
Experience Required
Minimum 2 year(s)