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Operational Branch Services Officer at WESTAMERICA BANK

Fairfield, California, United States - Full Time

Skills Needed
Customer Service, Sales Support, Communication, Problem Solving, Teamwork, Decision Making, Compliance, Cash Handling, Training, Cross Selling, Audit Readiness, Operational Tasks, Security Procedures, Transaction Accuracy, Regulatory Knowledge, Math Skills

Specialization
Candidates should possess good customer relations and basic math skills. There are no specific educational requirements mentioned, but experience in customer service is implied.

OLBB Fraud Analyst at Bank of Montreal

Halifax, Nova Scotia, Canada - Full Time

Skills Needed
Risk Knowledge, Regulatory Requirements, Banking Products, Verbal Communication, Written Communication, Organization Skills, Collaboration Skills, Team Skills, Analytical Skills, Problem Solving Skills, Bilingual, Financial Crime Management, Data Analysis, Investigation Skills, Documentation Skills, Customer Service

Specialization
Candidates should have knowledge of financial crime risk trends and banking processes. Good communication, organization, and analytical skills are essential, along with fluency in French and English.

Financial Service Representative I at THIRD COAST BANK

Nixon, Texas, United States - Full Time

Skills Needed
Customer Service, Cash Handling, Account Management, Banking Regulations, Communication Skills, Organizational Skills, Time Management, Problem Solving, Computer Skills, Math Skills, Notary Services, Cross Selling, Record Keeping, Compliance Knowledge, Teller Operations, Online Banking

Specialization
Candidates should have a high school diploma or equivalent, with 2-5 years of experience in customer service and banking operations. Intermediate knowledge of banking regulations and computer skills are also required.

Experience Required
Minimum 2 year(s)

Accounting Specialist at New Tripoli Bank

New Tripoli, Pennsylvania, United States - Full Time

Skills Needed
Accounting Principles, Mathematics Skills, Pc Skills, Excel Proficiency, Interpersonal Skills, Communication Skills, Document Review, Transaction Monitoring, Financial Reporting, Tax Reporting, General Ledger Maintenance, Cash Management, Data Compilation, Regulatory Compliance, Accounts Payable, Spreadsheet Maintenance, Auditing Support

Specialization
Candidates should have a minimum of an associate degree in Accounting or Finance, with a bachelor's degree preferred. A minimum of two years of related experience is typically preferred.

Experience Required
Minimum 2 year(s)

Teller at WESTAMERICA BANK

Yountville, California, United States - Full Time

Skills Needed
Customer Service, Sales, Communication, Accuracy, Compliance, Decision Making, Math Skills, Teamwork

Specialization
Candidates should possess good customer relations and basic math skills. There are no specific educational requirements mentioned in the posting.

Temp - Accounting Clerk at WESTAMERICA BANK

Santa Rosa, California, United States - Full Time

Skills Needed
Customer Service, Risk Management, Fraud Detection, Analytical Skills, Detail Oriented, Communication Skills, Multi Tasking, Microsoft Excel, Google Sheets, Team Collaboration, Problem Solving, Investigative Skills, Merchant Services, Underwriting, Account Maintenance, Industry Trends

Specialization
Candidates should have 1-2 years of experience in the merchant services industry, preferably with a focus on fraud and risk. Strong communication skills and the ability to work in a fast-paced environment are essential.

Client Service Assistant, Private Wealth at Bank of Montreal

Oakville, Ontario, Canada - Full Time

Skills Needed
Client Service, Organization Skills, Collaboration, Analytical Skills, Problem Solving, Communication Skills, Wealth Management Knowledge, Technology Familiarity

Specialization
Candidates should have 1-2 years of relevant banking or administrative experience, with knowledge of wealth management operations being an asset. Good communication, organization, and analytical skills are also required.

Commercial Lender - Duncan at BANK OF COMMERCE

Duncan, Oklahoma, United States - Full Time

Skills Needed
Commercial Lending, Business Development, Customer Relations, Loan Underwriting, Financial Analysis, Risk Assessment, Sales Skills, Communication Skills, Credit Analysis, Problem Solving, Team Collaboration, Regulatory Compliance, Negotiation Skills, Portfolio Management, Customer Service, Leadership

Specialization
Candidates should have a bachelor's degree in a related field and a minimum of 3-5 years of experience in bank lending or compliance. A strong understanding of commercial and consumer lending practices, along with excellent sales and communication skills, is essential.

Experience Required
Minimum 5 year(s)

Equities Derivative Trade Desk Support Associate at Bank of Montreal

New York, New York, United States - Full Time

Skills Needed
Customer Service, Analytical Skills, Problem Solving, Collaboration, Communication, Data Analysis, Technical Proficiency, Prioritization, Influence Skills, Multi Tasking, Governance, Change Management, Training Development, Operational Programs, Risk Management, Financial Accounting

Specialization
Candidates should have 2-4 years of relevant experience and a post-secondary degree in a related field. In-depth knowledge of the business unit's products, processes, and regulatory requirements is essential.

Experience Required
Minimum 2 year(s)

Senior Land Manager at Environment Bank

Sheffield, England, United Kingdom - Full Time

Skills Needed
Land Management, Communication, Collaboration, Data Analysis, Project Management, Negotiation, Stakeholder Engagement, Ecology, Legal Knowledge, Environmental Matters, Microsoft Office, Organizational Skills, Self Starter, Due Diligence, Farm Business Tenancies, Biodiversity Net Gain

Specialization
Candidates should have experience working with farmers and landowners, with knowledge of Farm Business Tenancies and environmental matters. Strong communication skills and proficiency in data analysis are also required.

Experience Required
Minimum 5 year(s)

Senior Accountant - Financial Reporting at BankUnited, Inc.

Miami Lakes, Florida, United States - Full Time

Skills Needed
Financial Reporting, Gaap, Accounting Research, Journal Entries, Financial Analysis, Reconciliations, Accounting Policies, Supervisory Skills, Accounting Software, Excel, Word, Banking Regulations, Anti Money Laundering, Investment Securities, Derivatives, Earnings Per Share

Specialization
Candidates must have a Bachelor's degree in Accounting and 4-6 years of relevant experience, preferably in a CPA firm or bank accounting. Supervisory experience and a CPA certification are preferred.

Experience Required
Minimum 5 year(s)

AVP, Branch Manager at CENTREVILLE BANK

West Warwick, Rhode Island, United States - Full Time

Skills Needed
Sales Strategy Development, Business Development, Relationship Management, Customer Experience, Team Leadership, Coaching, Sales Goal Setting, Operational Integrity, Performance Evaluation, Staff Scheduling, Compliance, Problem Resolution, Needs Based Sales, Loan Application Preparation, Mortgage Loan Origination, Critical Thinking

Specialization
Candidates must possess a Bachelor’s degree or equivalent experience, along with 3 to 5 years of business development experience and proven leadership capabilities. Essential requirements include extensive knowledge of current banking procedures and regulations, the ability to coach staff, and mandatory registration as a mortgage loan originator with the NMLS.

Experience Required
Minimum 2 year(s)

Regional Administrative Assistant at WESTAMERICA BANK

Atwater, California, United States - Full Time

Skills Needed
Data Collection, Data Analysis, Report Generation, Written Communication, Verbal Communication, Customer Complaint Handling, Budget Preparation, Schedule Management, Meeting Documentation, Calendar Management, Mail Sorting, Hotel Reservations, Attention To Detail, Discretion, Judgment, Time Management

Specialization
Candidates must have a minimum of two years of previous executive-level support experience, coupled with exceptional written and verbal communication skills and strong organizational aptitude. Successful applicants need a high level of discretion for confidential information, strong common sense for priority setting, and the ability to manage multiple tasks aggressively to meet deadlines.

Experience Required
Minimum 2 year(s)

Trust & Investments Internship - Summer 2026 at CBI Bank & Trust

Muscatine, Iowa, United States - Full Time

Skills Needed
Trust Administration, Farm Management, Investment Analysis, Document Drafting, System Development, Financial Analysis, Agricultural Economics, Collaboration, Communication, Microsoft Excel, Initiative, Leadership

Specialization
Candidates must be working towards a Bachelor’s degree in Business Administration, Finance, an Agriculture-related field, or Pre-Law, preferably at the junior level, with a minimum GPA of 2.8. Preference is given to applicants with relevant experience, agricultural understanding, and an interest in the legal or investment fields.

Manager, Change Risk Management at Bank of Montreal

Toronto, Ontario, Canada - Full Time

Skills Needed
Risk Management, Internal Control Framework, Governance, Regulatory Compliance, Internal Controls, Stakeholder Management, Change Management, Data Governance, Issue Identification, Action Planning, Strategic Planning, Data Analysis, Policy Development, Control Testing, Risk Mitigation, Communication Planning

Specialization
Candidates typically need 5 to 7 years of relevant experience along with a post-secondary degree, or an equivalent combination of education and experience. Preferred experience includes risk management, audit, compliance, governance, and project management, with in-depth knowledge of business and regulatory environments and risk policy frameworks like COSO.

Experience Required
Minimum 5 year(s)

Provincial Manager at Capitec Bank Ltd

Durban, Occitania, France - Full Time

Skills Needed
Communication Skills, Computer Literacy, Planning Skills, Organising Skills, Coordination Skills, Problem Solving Skills, Interpersonal Skills, Relationship Management Skills, Commercial Thinking Skills, Influencing Skills, Decision Making Skills, Attention To Detail, Strategic Thinking Skills

Specialization
Candidates should have 5-8 years of experience in business or retail banking, with at least 3 years managing a regional team. A Bachelor's Degree in Commerce or Business Management is required, along with knowledge of business economics and sales principles.

Experience Required
Minimum 5 year(s)

Customer Service Representative at Bank of Montreal

Châteauguay, Quebec, Canada - Full Time

Skills Needed
Customer Service, Financial Solutions, Digital Tools, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Sales, Banking Services

Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a commitment to helping customers.

Investment Executive (Financial Advisor) - Lexington, KY at Fifth Third Bank

Lexington, Kentucky, United States - Full Time

Skills Needed
Coaching, Sales, Financial Advisory, Client Relationship Management, Investment Strategies, Securities Products, Team Development, Risk Management, Communication, Presentation Skills, Problem Solving, Client Needs Assessment, Training, Mentoring, Financial Solutions, Business Development

Specialization
Candidates must have prior brokerage industry experience and hold necessary licenses such as Series 7 and 66. Strong sales skills and the ability to motivate and coach others are essential.

Experience Required
Minimum 5 year(s)

Operational Branch Services Officer at WESTAMERICA BANK

Napa, California, United States - Full Time

Skills Needed
Customer Service, Sales Support, Communication, Problem Solving, Decision Making, Teamwork, Compliance, Cash Handling, Training, Cross Selling, Audit Readiness, Operational Tasks, Security Procedures, Transaction Accuracy, Regulatory Knowledge, Customer Relations, Basic Math Skills

Specialization
Candidates should possess good customer relations and basic math skills. There are no specific educational requirements mentioned, but experience in customer service is implied.

Commercial/Agricultural Lender at BANK OF COMMERCE

Anadarko, Oklahoma, United States - Full Time

Skills Needed
Agricultural Lending, Credit Investigations, Loan Monitoring, Collateral Monitoring, Business Lending, Client Relations, Loan Documentation, Product Knowledge, Cross Selling, Appraisals, Annual Reviews, Farm Inspections, Repayment Management, Loan Extensions, Financial Analysis, Risk Assessment

Specialization
A bachelor's degree in Business Administration, Finance, Ag Econ, or a related area is required. Preferred experience includes agricultural lending and banking.

Experience Required
Minimum 2 year(s)

Operational Branch Services Officer at WESTAMERICA BANK

Fairfield, California, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Apr, 26

Salary

0.0

Posted On

22 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales Support, Communication, Problem Solving, Teamwork, Decision Making, Compliance, Cash Handling, Training, Cross Selling, Audit Readiness, Operational Tasks, Security Procedures, Transaction Accuracy, Regulatory Knowledge, Math Skills

Industry

Banking

Description

Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 Essential Functions: Customer Service Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It’s your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Adhere to QIS standards minimum 95%. Actively contributes to team success through clear, effective communication with Co-workers. Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Sales Support Meets goal of $110/FTE per month on average. Assist CSM with internal sales activity for new product and service referrals. Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. Cross sell appropriate products and services to clients and prospects. Contributes to Key Initiatives. Decision Making and Accountability Exercise sound judgment to protect Bank assets and control losses. Assist CSM with Audit readiness of branch. Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. Coach / train staff. Meet attendance guidelines. Respond well to constructive feedback and work to correct any noted concerns. Support CSM with teller line coverage and schedules. Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security Adhere to Control Consciousness policies and procedures. Follow branch security procedures in opening, closing, and branch operations. Transaction Accuracy Meet established standards for accuracy and compliance with policies and procedures. Employee’s cash differences and operating losses are within loss limits and BSA errors within allowable limits Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Promotional Guidelines: BSO’s are eligible for promotion based upon the following minimum criteria: Must be in current position for six months. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria. Must not have been on counseling for same six-month period. Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category. CSM may require additional training/classes based upon specific branch need. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. Equipment Used To Perform Functions: 10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. Decision Making: (Give examples of decisions and recommendations made by incumbent) Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Supervisory Responsibility: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- Financial Impact: Inaccurate transactions will impact branch’s cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Accurately count and dispense funds to customer. Recognize opportunities to cross-sell products. Respond positively to challenging customers. Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: www.westamerica.com/about/privacy

Responsibilities

The Operational Branch Services Officer provides quality service to customers and promotes sales of bank services and products. They assist with operational tasks, ensure compliance with policies, and support the Customer Service Manager.

Operational Branch Services Officer at WESTAMERICA BANK

Fairfield, California, United States - Full Time

Specialization
Candidates should possess good customer relations and basic math skills. There are no specific educational requirements mentioned, but experience in customer service is implied.

OLBB Fraud Analyst at Bank of Montreal

Halifax, Nova Scotia, Canada - Full Time

Financial Service Representative I at THIRD COAST BANK

Nixon, Texas, United States - Full Time

Experience Required
Minimum 2 year(s)

Accounting Specialist at New Tripoli Bank

New Tripoli, Pennsylvania, United States - Full Time

Experience Required
Minimum 2 year(s)

Teller at WESTAMERICA BANK

Yountville, California, United States - Full Time

Skills Needed
Customer Service, Sales, Communication, Accuracy, Compliance, Decision Making, Math Skills, Teamwork

Specialization
Candidates should possess good customer relations and basic math skills. There are no specific educational requirements mentioned in the posting.

Temp - Accounting Clerk at WESTAMERICA BANK

Santa Rosa, California, United States - Full Time

Client Service Assistant, Private Wealth at Bank of Montreal

Oakville, Ontario, Canada - Full Time

Skills Needed
Client Service, Organization Skills, Collaboration, Analytical Skills, Problem Solving, Communication Skills, Wealth Management Knowledge, Technology Familiarity

Commercial Lender - Duncan at BANK OF COMMERCE

Duncan, Oklahoma, United States - Full Time

Experience Required
Minimum 5 year(s)

Equities Derivative Trade Desk Support Associate at Bank of Montreal

New York, New York, United States - Full Time

Experience Required
Minimum 2 year(s)

Senior Land Manager at Environment Bank

Sheffield, England, United Kingdom - Full Time

Experience Required
Minimum 5 year(s)

Senior Accountant - Financial Reporting at BankUnited, Inc.

Miami Lakes, Florida, United States - Full Time

Experience Required
Minimum 5 year(s)

AVP, Branch Manager at CENTREVILLE BANK

West Warwick, Rhode Island, United States - Full Time

Experience Required
Minimum 2 year(s)

Regional Administrative Assistant at WESTAMERICA BANK

Atwater, California, United States - Full Time

Experience Required
Minimum 2 year(s)

Trust & Investments Internship - Summer 2026 at CBI Bank & Trust

Muscatine, Iowa, United States - Full Time

Manager, Change Risk Management at Bank of Montreal

Toronto, Ontario, Canada - Full Time

Experience Required
Minimum 5 year(s)

Provincial Manager at Capitec Bank Ltd

Durban, Occitania, France - Full Time

Experience Required
Minimum 5 year(s)

Customer Service Representative at Bank of Montreal

Châteauguay, Quebec, Canada - Full Time

Skills Needed
Customer Service, Financial Solutions, Digital Tools, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Sales, Banking Services

Investment Executive (Financial Advisor) - Lexington, KY at Fifth Third Bank

Lexington, Kentucky, United States - Full Time

Experience Required
Minimum 5 year(s)

Operational Branch Services Officer at WESTAMERICA BANK

Napa, California, United States - Full Time

Specialization
Candidates should possess good customer relations and basic math skills. There are no specific educational requirements mentioned, but experience in customer service is implied.

Commercial/Agricultural Lender at BANK OF COMMERCE

Anadarko, Oklahoma, United States - Full Time

Specialization
A bachelor's degree in Business Administration, Finance, Ag Econ, or a related area is required. Preferred experience includes agricultural lending and banking.

Experience Required
Minimum 2 year(s)