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Sales & Service Associate at Five Star Bank
Buffalo, New York, United States - Full Time
Skills Needed
Customer Service, Financial Advising, Cash Handling, Account Management, Digital Banking, Consultative Selling, Regulatory Compliance, Communication Skills, Detail Oriented, Adaptability, Relationship Building, Sales
Specialization
Candidates must have a high school diploma or GED and at least 2 years of experience in a customer-facing role. NMLS registration is required in accordance with SAFE Act regulations.
Experience Required
Minimum 2 year(s)
Teller at ChoiceOne Bank
Saint Charles Township, Michigan, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Financial Services, Transaction Processing, Communication, Relationship Building, Banking Regulations, Attention To Detail, Adaptability, Time Management, Problem Solving, Teamwork, Integrity, Sales, Referral Generation
Specialization
Candidates must have a high school diploma or GED and possess strong communication and interpersonal skills. A minimum of 6 months of cash handling experience is preferred.
Teller - Full Time at Northwest Bank
Tonawanda, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Financial Wellness, Problem Resolution, Transaction Processing, Referral Identification, Microsoft Office, Compliance, Risk Management, Communication, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller Systems, Dual Control Processes
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and Microsoft Office.
Teller - Part Time at Northwest Bank
Grand Island, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Problem Resolution, Financial Wellness, Referral Identification, Microsoft Office, Dual Control Processes, Compliance, Risk Management, Communication, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller Systems
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and compliance procedures.
Teller - Part-time at Northwest Bank
Lakewood, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Problem Resolution, Financial Needs Analysis, Dual Control Balancing, Microsoft Office, Compliance Adherence, Risk Management, Communication Skills, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller System Knowledge, Professionalism
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and Microsoft Office.
Records Management Clerk II at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Records Management, Document Scanning, Data Retrieval, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Written Communication, Verbal Communication, Analytical Thinking, Detail Oriented, Organization, Time Management, Teamwork, Compliance, Data Entry
Specialization
Requires a high school diploma and 2-3 years of records management experience, including experience with debit and credit entries. Must be proficient in Microsoft Office and capable of performing physical tasks like lifting 30 pounds.
Experience Required
Minimum 2 year(s)
Part-Time Teller at ChoiceOne Bank
Coopersville, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Transactions, Sales Referrals, Communication Skills, Technical Skills, Attention To Detail, Adaptability, Punctuality, Bank Secrecy Act Compliance, Usa Patriot Act Compliance, Financial Services Knowledge
Specialization
Candidates must have a High School diploma or GED and preferably at least 6 months of cash handling experience. The role requires strong communication skills and the ability to work in a physical office environment.
Fitness Coordinator at East Bank Club
Chicago, Illinois, United States - Full Time
Skills Needed
Administrative Support, Member Engagement, Fitness Testing, Customer Service, Time Management, Conflict Management, Microsoft Office, Sales, Scheduling, Communication, Organization, Fitvue, Staff Supervision, Promotional Outreach, Inventory Management, Cpr/Aed
Specialization
Candidates must be authorized to work in the USA and hold a current CPR/AED certification. Experience in fitness clubs, hospitality, or customer service is required, along with proficiency in Microsoft Office.
Experience Required
Minimum 2 year(s)
Executive Administrative Officer at Profinium Bank
Owatonna, Minnesota, United States - Full Time
Skills Needed
Attention To Detail, Adaptability, Customer Orientation, Verbal Communication, Written Communication, Time Management, Problem Solving, Teamwork, Initiative, Judgment, Flexibility, Numerical Aptitude, Confidentiality, Computer Skills, Loan Documentation, Credit Administration
Specialization
Requires a high school diploma or equivalent, with a preference for a post-secondary degree or 2-4 years of related experience. Candidates must possess strong organizational skills, numerical aptitude, and the physical ability to handle office equipment and files.
Experience Required
Minimum 2 year(s)
Full-Time Teller at ChoiceOne Bank
Fremont, Michigan, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Communication, Banking Products, Financial Services, Atm Balancing, Data Entry, Problem Solving, Attention To Detail, Adaptability, Time Management, Regulatory Compliance, Sales, Referral Generation
Specialization
Candidates must have a High School diploma or GED and at least 6 months of cash handling experience is preferred. The role requires strong communication skills and the ability to comply with federal and state banking regulations.
Wealth Advisor at STRIDE BANK NA
Oklahoma City, Oklahoma, United States - Full Time
Skills Needed
Financial Planning, Investment Management, Relationship Management, Client Service, Estate And Gift Taxes, Trust Structures, Income Tax Planning, Philanthropy, Networking, Fiduciary Responsibility, Cash Flow Analysis, Financial Market Analysis
Specialization
A bachelor's degree in Finance, Economics, or Business and at least 5 years of client-facing financial services experience are required. Professional certifications such as CFA, CFP, CPA, or JD are preferred.
Experience Required
Minimum 5 year(s)
Portfolio Manager III at STRIDE BANK NA
Oklahoma City, Oklahoma, United States - Full Time
Skills Needed
Commercial Loan Underwriting, Financial Analysis, Portfolio Management, Credit Quality Monitoring, Risk Analysis, Client Relationship Management, Compliance, Critical Thinking, Interpersonal Communication, Jack Henry, Abrigo, Construction Management Software, Microsoft Office Suite
Specialization
Requires a bachelor's degree in business, finance, economics, or accounting, or equivalent experience. Candidates must have at least 7 years of experience in commercial lending, asset management, or commercial loan underwriting.
Experience Required
Minimum 5 year(s)
Application Administrator IT at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Application Support, Application Administration, Database Knowledge, It Infrastructure, Analytical Thinking, Problem Solving, Time Management, Communication, Collaboration, Financial Systems
Specialization
Requires a bachelor's degree in IT or equivalent experience with 3 to 5 years of experience in application support. Candidates must possess strong analytical skills and the ability to work flexible hours including evenings and weekends.
Experience Required
Minimum 2 year(s)
Client Relationship Manager at ChoiceOne Bank
Troy, Michigan, United States - Full Time
Skills Needed
Relationship Management, Business Development, Cross Selling, Staff Coaching, Treasury Management, Private Banking, Prospecting, Regulatory Compliance, Underwriting, Strategic Thinking, Delegation, Analytical Skills, Communication, Leadership, Financial Services Sales, Portfolio Management
Specialization
Candidates should have a minimum of five years of banking experience and a bachelor's degree in a business-related major is preferred. Previous experience as a Branch Manager, Treasury Management Officer, or Private Banker is required, along with NMLS licensing.
Experience Required
Minimum 5 year(s)
Collections Specialist at Bluestone Bank
Raynham, Massachusetts, United States - Full Time
Skills Needed
Collections, Loan Servicing, Customer Service, Communication Skills, Organizational Skills, Analytical Skills, Financial Products, Debt Collection Laws, Problem Resolution, Data Aggregation, Reporting, Microsoft Excel, Word Processing, Mortgage Lending, General Ledger Reconciliation, Insurance Tracking
Specialization
Candidates must have a high school diploma or equivalent and three or more years of experience in banking, loan servicing, or collections. Strong understanding of consumer debt collection laws and excellent communication skills are also required.
Experience Required
Minimum 2 year(s)
Part-Time Teller | Memphis at ChoiceOne Bank
Memphis, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Transactions, Sales Referrals, Communication Skills, Technical Skills, Attention To Detail, Adaptability, Punctuality, Bank Secrecy Act Compliance, Usa Patriot Act Compliance, Relationship Management
Specialization
Candidates must have a High School diploma or GED and preferably at least 6 months of cash handling experience. The role requires strong communication skills and the ability to work in a physical office environment.
Branch Manager at Five Star Bank
Chico, California, United States - Full Time
Skills Needed
Branch Operations, Staff Management, Customer Service, Compliance, Account Maintenance, Financial Reporting, Problem Solving, Communication, Attention To Detail, Risk Management, Teamwork, Organizational Skills
Specialization
Candidates must have at least 5 years of banking operations experience, including management experience. A high school diploma or equivalent is required, along with proficiency in Microsoft Office and strong communication skills.
Experience Required
Minimum 5 year(s)
Teller at Red River Bank
Shreveport, Louisiana, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Transaction Processing, Attention To Detail, Banking Regulations, Computer Skills, Confidentiality, Accuracy, Communication
Specialization
Requires a high school diploma or GED, or a combination of equivalent education and limited related experience. Must possess basic computer skills and the physical ability to lift up to 50 pounds.
Portfolio Manager at Preferred Bank
Irvine, California, United States - Full Time
Skills Needed
Underwriting, Loan Portfolio Management, Commercial Real Estate Lending, Financial Analysis, Risk Rating, Client Relationship Management, Loan Structuring, Loan Pricing, Compliance Tracking, Communication Skills, Leadership, Decision Making, Problem Solving
Specialization
A bachelor's degree in business administration or a related field is preferred. Candidates must have a minimum of 5 years of underwriting experience in lending or commercial real estate.
Experience Required
Minimum 5 year(s)
Chief Financial Officer at Bank Five Nine
Oconomowoc, Wisconsin, United States - Full Time
Skills Needed
Financial Strategy, Balance Sheet Management, Capital Planning, Regulatory Reporting, Risk Management, Asset Liability Management, Liquidity Management, Gaap, Budgeting, Forecasting, Executive Leadership, Wealth Management Oversight, Property Management Oversight, Net Interest Margin Optimization, Internal Controls, Audit Management
Specialization
Candidates must have a bachelor's degree and at least 10 years of progressive financial leadership experience within the banking or regulated financial services sector. Deep expertise in ALM, GAAP, and regulatory compliance is required, with a CPA or graduate banking education preferred.
Experience Required
Minimum 10 year(s)
Sales & Service Associate at Five Star Bank
Buffalo, New York, United States -
Full Time


Start Date

Immediate

Expiry Date

02 Sep, 26

Salary

21.0

Posted On

04 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Financial Advising, Cash Handling, Account Management, Digital Banking, Consultative Selling, Regulatory Compliance, Communication Skills, Detail Oriented, Adaptability, Relationship Building, Sales

Industry

Banking

Description
Join the Five Star Bank Team as a Sales & Service Associate At Five Star Bank, we believe in more than just banking — we believe in building lasting relationships and making a positive impact in the communities we serve. As a Sales & Service Associate, you’ll do more than handle transactions — you’ll be a trusted advisor, helping customers achieve their financial goals through personalized service and smart solutions.   What You’ll Do * Support Daily Banking Needs: Process deposits, withdrawals, payments, and account service requests with professionalism and accuracy. * Deliver Personalized Financial Guidance: Engage in meaningful conversations to understand customers’ financial goals and recommend appropriate solutions. * Open New Accounts: Assist customers with opening personal and small business accounts, and support lending applications in line with bank standards. * Promote Digital Tools: Educate customers on self-service and digital banking channels including online banking, mobile apps, and Interactive Teller Machines (ITMs). * Represent Five Star: Participate in local events and branch outreach to strengthen our connection to the community. * Refer with Purpose: Identify complex needs and connect clients to Relationship Bankers or other business partners. * Ensure Compliance: Follow regulatory requirements, bank policies, and operational procedures — including assigned compliance training. * Maintain Operational Excellence: Support secure cash handling, audit readiness, and general branch functions to ensure smooth daily operations. What We’re Looking For * High School Diploma or GED required. * At least 2 years of experience in a customer-facing role, preferably in banking, retail, hospitality, or sales. * Confidence balancing service and sales responsibilities with a customer-first approach. * Excellent communication skills with a consultative mindset. * Comfort using digital tools and helping others navigate technology. * A team player who is detail-oriented, self-motivated, and adaptable. Licensing * Registration with the Nationwide Mortgage Licensing System (NMLS) is required in accordance with SAFE Act regulations. * Familiarity with banking or teller systems is a plus; training and support are provided. Physical Requirements * Ability to stand for prolonged periods. * Ability to lift between 1–10 lbs regularly, occasionally up to 30 lbs. * Extensive computer and phone use. * Ability to travel between office locations as needed. * Repetitive motions may be required. Schedule * Branch schedules vary to meet customer needs, including a rotating Saturday shift from 9:00 AM to 12:00 PM. Evening hours may also be required based on branch needs. * May involve occasional travel to nearby branch locations based on staffing needs. Why Five Star Bank * Community Commitment: Make a difference through programs like Work of Heart week, where associates volunteer with local organizations. * Career Growth: Clear advancement opportunities into roles such as Relationship Banker. * Stability: Being in business for over 200 years.  * Comprehensive Benefits: * 17 Days of PTO and 11 Company-Paid Holidays * Medical, Dental, and Vision Insurance * Health Savings and Flexible Spending Accounts * Retirement Savings Accounts including Pension and 401(k) Plans  * Company-Paid Life Insurance and Disability Coverage * Voluntary Benefits (Life, Critical Illness, Accident, Hospital Indemnity, Legal Insurance) * Tuition Reimbursement and Employee Referral Program * Wellness Reimbursement and Star Volunteer Program * Employee Banking Perks   Ready to make a difference? Apply today and join a team that values service, community, and growth. The expected rate of pay for this position is shown above.   Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained.   Market and organizational factors are also considered.  In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.
Responsibilities
The associate handles daily banking transactions and provides personalized financial guidance to help customers achieve their goals. They are also responsible for opening new accounts, promoting digital banking tools, and ensuring operational compliance.
Sales & Service Associate at Five Star Bank
Buffalo, New York, United States - Full Time
Skills Needed
Customer Service, Financial Advising, Cash Handling, Account Management, Digital Banking, Consultative Selling, Regulatory Compliance, Communication Skills, Detail Oriented, Adaptability, Relationship Building, Sales
Specialization
Candidates must have a high school diploma or GED and at least 2 years of experience in a customer-facing role. NMLS registration is required in accordance with SAFE Act regulations.
Experience Required
Minimum 2 year(s)
Teller at ChoiceOne Bank
Saint Charles Township, Michigan, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Financial Services, Transaction Processing, Communication, Relationship Building, Banking Regulations, Attention To Detail, Adaptability, Time Management, Problem Solving, Teamwork, Integrity, Sales, Referral Generation
Specialization
Candidates must have a high school diploma or GED and possess strong communication and interpersonal skills. A minimum of 6 months of cash handling experience is preferred.
Teller - Full Time at Northwest Bank
Tonawanda, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Financial Wellness, Problem Resolution, Transaction Processing, Referral Identification, Microsoft Office, Compliance, Risk Management, Communication, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller Systems, Dual Control Processes
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and Microsoft Office.
Teller - Part Time at Northwest Bank
Grand Island, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Problem Resolution, Financial Wellness, Referral Identification, Microsoft Office, Dual Control Processes, Compliance, Risk Management, Communication, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller Systems
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and compliance procedures.
Teller - Part-time at Northwest Bank
Lakewood, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Problem Resolution, Financial Needs Analysis, Dual Control Balancing, Microsoft Office, Compliance Adherence, Risk Management, Communication Skills, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller System Knowledge, Professionalism
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and Microsoft Office.
Records Management Clerk II at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Records Management, Document Scanning, Data Retrieval, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Written Communication, Verbal Communication, Analytical Thinking, Detail Oriented, Organization, Time Management, Teamwork, Compliance, Data Entry
Specialization
Requires a high school diploma and 2-3 years of records management experience, including experience with debit and credit entries. Must be proficient in Microsoft Office and capable of performing physical tasks like lifting 30 pounds.
Experience Required
Minimum 2 year(s)
Part-Time Teller at ChoiceOne Bank
Coopersville, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Transactions, Sales Referrals, Communication Skills, Technical Skills, Attention To Detail, Adaptability, Punctuality, Bank Secrecy Act Compliance, Usa Patriot Act Compliance, Financial Services Knowledge
Specialization
Candidates must have a High School diploma or GED and preferably at least 6 months of cash handling experience. The role requires strong communication skills and the ability to work in a physical office environment.
Fitness Coordinator at East Bank Club
Chicago, Illinois, United States - Full Time
Skills Needed
Administrative Support, Member Engagement, Fitness Testing, Customer Service, Time Management, Conflict Management, Microsoft Office, Sales, Scheduling, Communication, Organization, Fitvue, Staff Supervision, Promotional Outreach, Inventory Management, Cpr/Aed
Specialization
Candidates must be authorized to work in the USA and hold a current CPR/AED certification. Experience in fitness clubs, hospitality, or customer service is required, along with proficiency in Microsoft Office.
Experience Required
Minimum 2 year(s)
Executive Administrative Officer at Profinium Bank
Owatonna, Minnesota, United States - Full Time
Skills Needed
Attention To Detail, Adaptability, Customer Orientation, Verbal Communication, Written Communication, Time Management, Problem Solving, Teamwork, Initiative, Judgment, Flexibility, Numerical Aptitude, Confidentiality, Computer Skills, Loan Documentation, Credit Administration
Specialization
Requires a high school diploma or equivalent, with a preference for a post-secondary degree or 2-4 years of related experience. Candidates must possess strong organizational skills, numerical aptitude, and the physical ability to handle office equipment and files.
Experience Required
Minimum 2 year(s)
Full-Time Teller at ChoiceOne Bank
Fremont, Michigan, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Communication, Banking Products, Financial Services, Atm Balancing, Data Entry, Problem Solving, Attention To Detail, Adaptability, Time Management, Regulatory Compliance, Sales, Referral Generation
Specialization
Candidates must have a High School diploma or GED and at least 6 months of cash handling experience is preferred. The role requires strong communication skills and the ability to comply with federal and state banking regulations.
Wealth Advisor at STRIDE BANK NA
Oklahoma City, Oklahoma, United States - Full Time
Skills Needed
Financial Planning, Investment Management, Relationship Management, Client Service, Estate And Gift Taxes, Trust Structures, Income Tax Planning, Philanthropy, Networking, Fiduciary Responsibility, Cash Flow Analysis, Financial Market Analysis
Specialization
A bachelor's degree in Finance, Economics, or Business and at least 5 years of client-facing financial services experience are required. Professional certifications such as CFA, CFP, CPA, or JD are preferred.
Experience Required
Minimum 5 year(s)
Portfolio Manager III at STRIDE BANK NA
Oklahoma City, Oklahoma, United States - Full Time
Skills Needed
Commercial Loan Underwriting, Financial Analysis, Portfolio Management, Credit Quality Monitoring, Risk Analysis, Client Relationship Management, Compliance, Critical Thinking, Interpersonal Communication, Jack Henry, Abrigo, Construction Management Software, Microsoft Office Suite
Specialization
Requires a bachelor's degree in business, finance, economics, or accounting, or equivalent experience. Candidates must have at least 7 years of experience in commercial lending, asset management, or commercial loan underwriting.
Experience Required
Minimum 5 year(s)
Application Administrator IT at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Application Support, Application Administration, Database Knowledge, It Infrastructure, Analytical Thinking, Problem Solving, Time Management, Communication, Collaboration, Financial Systems
Specialization
Requires a bachelor's degree in IT or equivalent experience with 3 to 5 years of experience in application support. Candidates must possess strong analytical skills and the ability to work flexible hours including evenings and weekends.
Experience Required
Minimum 2 year(s)
Client Relationship Manager at ChoiceOne Bank
Troy, Michigan, United States - Full Time
Skills Needed
Relationship Management, Business Development, Cross Selling, Staff Coaching, Treasury Management, Private Banking, Prospecting, Regulatory Compliance, Underwriting, Strategic Thinking, Delegation, Analytical Skills, Communication, Leadership, Financial Services Sales, Portfolio Management
Specialization
Candidates should have a minimum of five years of banking experience and a bachelor's degree in a business-related major is preferred. Previous experience as a Branch Manager, Treasury Management Officer, or Private Banker is required, along with NMLS licensing.
Experience Required
Minimum 5 year(s)
Collections Specialist at Bluestone Bank
Raynham, Massachusetts, United States - Full Time
Skills Needed
Collections, Loan Servicing, Customer Service, Communication Skills, Organizational Skills, Analytical Skills, Financial Products, Debt Collection Laws, Problem Resolution, Data Aggregation, Reporting, Microsoft Excel, Word Processing, Mortgage Lending, General Ledger Reconciliation, Insurance Tracking
Specialization
Candidates must have a high school diploma or equivalent and three or more years of experience in banking, loan servicing, or collections. Strong understanding of consumer debt collection laws and excellent communication skills are also required.
Experience Required
Minimum 2 year(s)
Part-Time Teller | Memphis at ChoiceOne Bank
Memphis, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Transactions, Sales Referrals, Communication Skills, Technical Skills, Attention To Detail, Adaptability, Punctuality, Bank Secrecy Act Compliance, Usa Patriot Act Compliance, Relationship Management
Specialization
Candidates must have a High School diploma or GED and preferably at least 6 months of cash handling experience. The role requires strong communication skills and the ability to work in a physical office environment.
Branch Manager at Five Star Bank
Chico, California, United States - Full Time
Skills Needed
Branch Operations, Staff Management, Customer Service, Compliance, Account Maintenance, Financial Reporting, Problem Solving, Communication, Attention To Detail, Risk Management, Teamwork, Organizational Skills
Specialization
Candidates must have at least 5 years of banking operations experience, including management experience. A high school diploma or equivalent is required, along with proficiency in Microsoft Office and strong communication skills.
Experience Required
Minimum 5 year(s)
Teller at Red River Bank
Shreveport, Louisiana, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Transaction Processing, Attention To Detail, Banking Regulations, Computer Skills, Confidentiality, Accuracy, Communication
Specialization
Requires a high school diploma or GED, or a combination of equivalent education and limited related experience. Must possess basic computer skills and the physical ability to lift up to 50 pounds.
Portfolio Manager at Preferred Bank
Irvine, California, United States - Full Time
Skills Needed
Underwriting, Loan Portfolio Management, Commercial Real Estate Lending, Financial Analysis, Risk Rating, Client Relationship Management, Loan Structuring, Loan Pricing, Compliance Tracking, Communication Skills, Leadership, Decision Making, Problem Solving
Specialization
A bachelor's degree in business administration or a related field is preferred. Candidates must have a minimum of 5 years of underwriting experience in lending or commercial real estate.
Experience Required
Minimum 5 year(s)
Chief Financial Officer at Bank Five Nine
Oconomowoc, Wisconsin, United States - Full Time
Skills Needed
Financial Strategy, Balance Sheet Management, Capital Planning, Regulatory Reporting, Risk Management, Asset Liability Management, Liquidity Management, Gaap, Budgeting, Forecasting, Executive Leadership, Wealth Management Oversight, Property Management Oversight, Net Interest Margin Optimization, Internal Controls, Audit Management
Specialization
Candidates must have a bachelor's degree and at least 10 years of progressive financial leadership experience within the banking or regulated financial services sector. Deep expertise in ALM, GAAP, and regulatory compliance is required, with a CPA or graduate banking education preferred.
Experience Required
Minimum 10 year(s)
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