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Branch Operations Specialist or Branch Operations Officer at Poppy Bank
Corte Madera, California, United States - Full Time
Skills Needed
Banking Operations, Staff Leadership, Regulatory Compliance, Customer Service, Account Management, Sales Implementation, Business Development, Performance Management, Risk Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Staff Training, Financial Product Knowledge, Operational Auditing, Conflict Resolution
Specialization
Requires 5 to 8 years of banking experience with a minimum of 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, and a Notary Public certification is preferred.
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)
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)
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)
Maintenance Technician at Unity Bank
Franklin Township, New Jersey, United States - Full Time
Skills Needed
Building Maintenance, Carpentry, Electrical Systems, Mechanical Systems, Plumbing, Troubleshooting, Preventive Maintenance, Blueprint Reading, Time Management, Microsoft Word, Microsoft Excel, Power Tools, Hand Tools, Asset Assessment, Vendor Communication
Specialization
Candidates must have a high school diploma and at least five years of experience in building maintenance. A valid driver's license and the ability to perform physical tasks, such as lifting up to 100 lbs and working in confined spaces, are required.
Experience Required
Minimum 5 year(s)
Branch Manager at Poppy Bank
Rocklin, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Oversight, 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, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Branch Manager at Poppy Bank
La Mesa, 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, Business Networking
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of 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)
Branch Specialist at F & M Bank
Harrisonburg, Virginia, United States - Full Time
Skills Needed
Branch Operations, Customer Service, Cross Selling, Leadership, Problem Solving, Staff Training, Business Development, Account Opening, Cash Handling, Interpersonal Communication, Multitasking, Referral Management
Specialization
Requires a high school diploma and three to five years of branch experience. Must be proficient in at least two branch operational areas and possess strong leadership and communication skills.
Experience Required
Minimum 2 year(s)
Branch Manager at Poppy Bank
San Ramon, 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, Business Networking, Microsoft Word, Microsoft Excel, Microsoft Outlook, Account Servicing
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 10 year(s)
Loan Operations Specialist II (Funding/Boarding) at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Loan Funding, Loan Boarding, Commercial Loan Documentation, Loan Servicing, Compliance, Microsoft Excel, Payment Processing, Wire Transfers, Ach Transactions, Customer Service, Time Management, Organizational Skills, Interpersonal Skills, Written Communication, Verbal Communication, Problem Solving
Specialization
Candidates must have a minimum of 3 years of experience in funding, boarding, or loan operations. Proficiency in commercial loan documentation and intermediate Microsoft Excel skills are required.
Experience Required
Minimum 2 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
La Mesa, California, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Customer Service, Regulatory Compliance, Financial Product Sales, Relationship Management, Branch Security, Account Maintenance, Performance Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Risk Management, Business Development, Conflict Resolution, Operational Auditing
Specialization
Requires 5 to 8 years of banking experience, including 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
San Ramon, California, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Customer Service, Regulatory Compliance, Sales Leadership, Relationship Management, Risk Management, Account Maintenance, Financial Product Knowledge, Microsoft Word, Microsoft Excel, Microsoft Outlook, Branch Security, Performance Management, Conflict Resolution, Notary Public
Specialization
Requires 5 to 8 years of banking experience with 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
Rocklin, California, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Customer Service, Regulatory Compliance, Relationship Management, Sales Leadership, Risk Management, Account Management, Financial Product Knowledge, Staff Training, Operational Auditing, Conflict Resolution, Microsoft Word, Microsoft Excel, Microsoft Outlook, Notary Public
Specialization
Requires 5 to 8 years of banking experience with at least 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Loan Operations Specialist I (Customer Service) at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Customer Service, Administrative Support, Loan Processing, Microsoft Word, Microsoft Excel, Pdf Software, Data Entry, Clerical Support, Multi Tasking, Report Distribution, Ach Processing, Cashier's Checks
Specialization
Requires a minimum of 2 years of administrative or receptionist experience, with preferred knowledge in banking, real estate, or lending. Candidates must possess intermediate computer skills and the ability to manage multiple priorities in a fast-paced environment.
Experience Required
Minimum 2 year(s)
Learning and Development Specialist at VisionBank
Grimes, Iowa, United States - Full Time
Skills Needed
Instructional Design, Learning Management System, Training Facilitation, E Learning Development, Curriculum Development, Data Analysis, Communication, Problem Solving, Project Management, Budget Management, Technical Writing, Presentation Skills, Articulate, 360 Degree Feedback, Vendor Management, Strategic Planning
Specialization
Candidates must possess a bachelor's degree in Education, Human Resources, or a related field. A minimum of 1-3 years of experience in instructional design, training, or a related field is required.
Experience Required
Minimum 2 year(s)
Teller I at First Bank
Leland, North Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Bank Operations, Data Entry, Time Management, Organizational Skills, Communication Skills, Computer Literacy, Vault Management, Cross Selling, Problem Solving, Attention To Detail, Interpersonal Skills, Compliance, Security Procedures
Specialization
Candidates must possess a high school diploma or GED and have intermediate knowledge of bank operations and computer systems. Exceptional communication skills and the ability to work effectively in a team environment are required for this role.
Teller I at First Bank
Washington, North Carolina, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Bank Operations, Cross Selling, Vault Management, Regulatory Compliance, Time Management, Interpersonal Communication, Data Entry, Problem Solving, Organizational Skills, Financial Record Keeping
Specialization
Candidates must have a high school diploma or GED and intermediate knowledge of bank operations and computer systems. Strong communication skills and the ability to handle physical demands of a professional office environment are required.
Relationship Manager II at Hanmi Bank
Los Angeles, California, United States - Full Time
Skills Needed
Business Development, Relationship Management, Financial Analysis, Credit Analysis, Loan Documentation, Sales Management, Negotiation, Risk Evaluation, Cash Management, Customer Service, Strategic Planning, Time Management, Interpersonal Communication, Analytical Skills, Presentation Skills, Mathematical Proficiency
Specialization
Candidates must hold a Bachelor's degree in Business, Finance, or Accounting, or possess 4+ years of experience in banking or financial services. Strong skills in financial analysis, sales management, and client relationship building are essential for this role.
Experience Required
Minimum 2 year(s)
Credit Admin Intern at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Credit Analysis, Financial Statement Analysis, Credit Underwriting, Appraisal Review, Collateral Coverage, Risk Rating, Loan Processing, Construction Loan Management, Problem Loan Management, Market Research, Management Analysis, Banking Regulations, Compliance, Relationship Management
Specialization
The candidate is expected to learn and apply bank policies, procedures, and federal banking regulations. The role focuses on developing an understanding of credit culture, underwriting processes, and asset management.
Portfolio Manager (Des Moines Metro) at VisionBank
Grimes, Iowa, United States - Full Time
Skills Needed
Commercial Lending, Portfolio Management, Credit Analysis, Financial Analysis, Risk Management, Loan Documentation, Financial Statements, Credit Structuring, Regulatory Compliance, Relationship Management, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Analytical Skills, Problem Solving
Specialization
Candidates must have a bachelor's degree in Finance, Accounting, or Business Administration and at least 5 years of experience in commercial lending or credit analysis. Strong knowledge of financial statements, risk management principles, and proficiency in Microsoft Office are required.
Experience Required
Minimum 5 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
Corte Madera, California, United States -
Full Time

Start Date

Immediate

Expiry Date

16 Sep, 26

Salary

39.13

Posted On

18 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Banking Operations, Staff Leadership, Regulatory Compliance, Customer Service, Account Management, Sales Implementation, Business Development, Performance Management, Risk Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Staff Training, Financial Product Knowledge, Operational Auditing, Conflict Resolution

Industry

Banking

Description
Description This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below. Summary for Both Positions: Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities for Both Positions Include the Following: Schedules branch staff to ensure appropriate branch coverage Works with staff to ensure a positive customer experience Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures Ensures Branch Certification package is accurate and complete Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits Informs and advises clients of resolution on account disputes and other account activity Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance Reviews new account openings for adherence to published procedures and regulatory requirements Answer phones and handles escalated customer service concerns Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Branch Operations Officer Sales Responsibilities: Actively leads team in implementation of sales programs to generate targeted branch deposit growth Evaluates needs of potential clients and offers appropriate financial products and services Works closely with Branch Manager on business customer prospecting / business development, including outside calling Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business Generates new business to assist in meeting established profitability goals Assists with promotional activities as needed Branch Operations Specialist Leadership/Service: Provide ongoing operational guidance, training, and development of staff Recognizes staff for exceptional customer service, sales, and operations Actively engages staff to cultivate and encourage professional development Works with Branch Manager to set team goals and assist with promotional activities Actively listens to clients and maintains a friendly, positive, professional attitude Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility Partners with Branch Manager in customer retention activities Evaluates needs of potential clients and offers appropriate financial products and services Branch Operations Officer Leadership/Service: Provide ongoing operational guidance, training, and development of staff Recognizes staff for exceptional customer service, sales, and operations Actively engages staff to cultivate and encourage professional development Works with Branch Manager to set team goals and motivates staff to success Actively listens to clients and maintains a friendly, positive, professional attitude Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility Partners with Branch Manager in customer retention activities Branch Operations Specialist Supervisory Responsibilities: Expected to manage up to 2 branch employees Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations Actively assist in managing employee schedules and confirming accurate timecards Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time Approves transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager with various assigned duties Supports in client situations in the absence of the Branch Manager Branch Operations Officer Supervisory Responsibilities: Expected to manage up to 5 branch employees Provide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staff Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations Manage employee schedules and confirm accurate timecards Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Manages all client matters in the absence of the Branch Manager Branch Operations Specialist Qualifications: Minimum of 5 years banking experience Minimum of 2 year’s supervisory experience Minimum 2 years of operations experience Must be proficient using Word, Excel and Outlook applications and banking programs Notary Public preferred Branch Operations Officer Qualifications: Minimum of 8 years banking experience Minimum of 4 years supervisory experience Minimum 4 years of operations experience Must be proficient using Word, Excel and Outlook applications and banking programs Notary Public preferred Physical/Mental Demands & Work Environment for Both Positions: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review 2026 Fair Chance Ordinance. 2026 CA Privacy Notice to Applicants/Employees
Responsibilities
Oversees daily branch operations, ensures regulatory compliance, and provides leadership and training to branch staff. Manages customer relationships, handles escalated service concerns, and supports branch growth through sales and business development.
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
Corte Madera, California, United States - Full Time
Skills Needed
Banking Operations, Staff Leadership, Regulatory Compliance, Customer Service, Account Management, Sales Implementation, Business Development, Performance Management, Risk Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Staff Training, Financial Product Knowledge, Operational Auditing, Conflict Resolution
Specialization
Requires 5 to 8 years of banking experience with a minimum of 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, and a Notary Public certification is preferred.
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)
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)
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)
Maintenance Technician at Unity Bank
Franklin Township, New Jersey, United States - Full Time
Skills Needed
Building Maintenance, Carpentry, Electrical Systems, Mechanical Systems, Plumbing, Troubleshooting, Preventive Maintenance, Blueprint Reading, Time Management, Microsoft Word, Microsoft Excel, Power Tools, Hand Tools, Asset Assessment, Vendor Communication
Specialization
Candidates must have a high school diploma and at least five years of experience in building maintenance. A valid driver's license and the ability to perform physical tasks, such as lifting up to 100 lbs and working in confined spaces, are required.
Experience Required
Minimum 5 year(s)
Branch Manager at Poppy Bank
Rocklin, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Oversight, 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, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Branch Manager at Poppy Bank
La Mesa, 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, Business Networking
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of 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)
Branch Specialist at F & M Bank
Harrisonburg, Virginia, United States - Full Time
Skills Needed
Branch Operations, Customer Service, Cross Selling, Leadership, Problem Solving, Staff Training, Business Development, Account Opening, Cash Handling, Interpersonal Communication, Multitasking, Referral Management
Specialization
Requires a high school diploma and three to five years of branch experience. Must be proficient in at least two branch operational areas and possess strong leadership and communication skills.
Experience Required
Minimum 2 year(s)
Branch Manager at Poppy Bank
San Ramon, 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, Business Networking, Microsoft Word, Microsoft Excel, Microsoft Outlook, Account Servicing
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 10 year(s)
Loan Operations Specialist II (Funding/Boarding) at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Loan Funding, Loan Boarding, Commercial Loan Documentation, Loan Servicing, Compliance, Microsoft Excel, Payment Processing, Wire Transfers, Ach Transactions, Customer Service, Time Management, Organizational Skills, Interpersonal Skills, Written Communication, Verbal Communication, Problem Solving
Specialization
Candidates must have a minimum of 3 years of experience in funding, boarding, or loan operations. Proficiency in commercial loan documentation and intermediate Microsoft Excel skills are required.
Experience Required
Minimum 2 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
La Mesa, California, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Customer Service, Regulatory Compliance, Financial Product Sales, Relationship Management, Branch Security, Account Maintenance, Performance Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Risk Management, Business Development, Conflict Resolution, Operational Auditing
Specialization
Requires 5 to 8 years of banking experience, including 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
San Ramon, California, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Customer Service, Regulatory Compliance, Sales Leadership, Relationship Management, Risk Management, Account Maintenance, Financial Product Knowledge, Microsoft Word, Microsoft Excel, Microsoft Outlook, Branch Security, Performance Management, Conflict Resolution, Notary Public
Specialization
Requires 5 to 8 years of banking experience with 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
Rocklin, California, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Customer Service, Regulatory Compliance, Relationship Management, Sales Leadership, Risk Management, Account Management, Financial Product Knowledge, Staff Training, Operational Auditing, Conflict Resolution, Microsoft Word, Microsoft Excel, Microsoft Outlook, Notary Public
Specialization
Requires 5 to 8 years of banking experience with at least 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Loan Operations Specialist I (Customer Service) at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Customer Service, Administrative Support, Loan Processing, Microsoft Word, Microsoft Excel, Pdf Software, Data Entry, Clerical Support, Multi Tasking, Report Distribution, Ach Processing, Cashier's Checks
Specialization
Requires a minimum of 2 years of administrative or receptionist experience, with preferred knowledge in banking, real estate, or lending. Candidates must possess intermediate computer skills and the ability to manage multiple priorities in a fast-paced environment.
Experience Required
Minimum 2 year(s)
Learning and Development Specialist at VisionBank
Grimes, Iowa, United States - Full Time
Skills Needed
Instructional Design, Learning Management System, Training Facilitation, E Learning Development, Curriculum Development, Data Analysis, Communication, Problem Solving, Project Management, Budget Management, Technical Writing, Presentation Skills, Articulate, 360 Degree Feedback, Vendor Management, Strategic Planning
Specialization
Candidates must possess a bachelor's degree in Education, Human Resources, or a related field. A minimum of 1-3 years of experience in instructional design, training, or a related field is required.
Experience Required
Minimum 2 year(s)
Teller I at First Bank
Leland, North Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Bank Operations, Data Entry, Time Management, Organizational Skills, Communication Skills, Computer Literacy, Vault Management, Cross Selling, Problem Solving, Attention To Detail, Interpersonal Skills, Compliance, Security Procedures
Specialization
Candidates must possess a high school diploma or GED and have intermediate knowledge of bank operations and computer systems. Exceptional communication skills and the ability to work effectively in a team environment are required for this role.
Teller I at First Bank
Washington, North Carolina, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Bank Operations, Cross Selling, Vault Management, Regulatory Compliance, Time Management, Interpersonal Communication, Data Entry, Problem Solving, Organizational Skills, Financial Record Keeping
Specialization
Candidates must have a high school diploma or GED and intermediate knowledge of bank operations and computer systems. Strong communication skills and the ability to handle physical demands of a professional office environment are required.
Relationship Manager II at Hanmi Bank
Los Angeles, California, United States - Full Time
Skills Needed
Business Development, Relationship Management, Financial Analysis, Credit Analysis, Loan Documentation, Sales Management, Negotiation, Risk Evaluation, Cash Management, Customer Service, Strategic Planning, Time Management, Interpersonal Communication, Analytical Skills, Presentation Skills, Mathematical Proficiency
Specialization
Candidates must hold a Bachelor's degree in Business, Finance, or Accounting, or possess 4+ years of experience in banking or financial services. Strong skills in financial analysis, sales management, and client relationship building are essential for this role.
Experience Required
Minimum 2 year(s)
Credit Admin Intern at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Credit Analysis, Financial Statement Analysis, Credit Underwriting, Appraisal Review, Collateral Coverage, Risk Rating, Loan Processing, Construction Loan Management, Problem Loan Management, Market Research, Management Analysis, Banking Regulations, Compliance, Relationship Management
Specialization
The candidate is expected to learn and apply bank policies, procedures, and federal banking regulations. The role focuses on developing an understanding of credit culture, underwriting processes, and asset management.
Portfolio Manager (Des Moines Metro) at VisionBank
Grimes, Iowa, United States - Full Time
Skills Needed
Commercial Lending, Portfolio Management, Credit Analysis, Financial Analysis, Risk Management, Loan Documentation, Financial Statements, Credit Structuring, Regulatory Compliance, Relationship Management, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Analytical Skills, Problem Solving
Specialization
Candidates must have a bachelor's degree in Finance, Accounting, or Business Administration and at least 5 years of experience in commercial lending or credit analysis. Strong knowledge of financial statements, risk management principles, and proficiency in Microsoft Office are required.
Experience Required
Minimum 5 year(s)