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3 Days AgoSaved
In-Office
Walnut Creek, CA, USA
20-23 Hourly
Junior
20-23 Hourly
Junior
Financial Services
Sell bank products and services to new and existing business customers; open and maintain accounts; identify and pursue sales opportunities and referrals; meet personal and cross‑sales goals; use ChexSystems, OFAC, and process CIP information; perform telemarketing, participate in training and community outreach, and ensure regulatory and documentation compliance.
Top Skills: ChexsystemsCipOfac
3 Days AgoSaved
In-Office
Ontario, CA, USA
35-50 Hourly
Junior
35-50 Hourly
Junior
Financial Services
Support FP&A Manager by maintaining and enhancing FP&A reporting systems, performing month-end data loads, reconciliations, variance and ad-hoc analyses, building financial reports in Power BI, and improving data quality and automation across FP&A processes.
Top Skills: AtaccamaExcelFp&A SoftwareKci ControlMS OfficePower BISQLVBA
4 Days AgoSaved
In-Office
San Francisco, CA, USA
104K-151K Annually
Mid level
104K-151K Annually
Mid level
Financial Services
Manage a portfolio of commercial clients to grow loans, deposits, and banking products. Support center sales and service efforts, ensure regulatory and policy compliance, assist with center budgeting and audit procedures, participate in community activities, and deliver strong customer service to retain and expand relationships.
4 Days AgoSaved
In-Office
Upland, CA, USA
74K-191K Annually
Mid level
74K-191K Annually
Mid level
Financial Services
Manage a portfolio of commercial clients to grow loans, deposits, and other banking products; support center sales/service efforts, ensure compliance with policies and lending procedures, assist with budgets, audits, CRA objectives, and participate in community activities.
4 Days AgoSaved
In-Office
West Sacramento, CA, USA
104K-151K Annually
Mid level
104K-151K Annually
Mid level
Financial Services
Manage a portfolio of commercial clients to grow deposits, commercial loans, and other bank products. Support center sales/service efforts, ensure policy and audit compliance, meet financial goals, participate in community activities, and deliver excellent customer service.
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4 Days AgoSaved
In-Office
Brea, CA, USA
20-24 Hourly
Junior
20-24 Hourly
Junior
Financial Services
Sell and cross-sell bank products and services to new and existing commercial customers, open and maintain accounts, ensure compliance with policies and regulations, use ChexSystems/OFAC and CIP processes, participate in sales meetings, telemarketing, and community outreach to meet sales goals.
4 Days AgoSaved
In-Office
San Gabriel, CA, USA
20-22 Hourly
Junior
20-22 Hourly
Junior
Financial Services
Sell and cross-sell bank products to new and existing commercial customers, open and maintain accounts, identify sales opportunities, use ChexSystems/OFAC and CIP procedures, meet personal and center sales goals, participate in sales training and community outreach, and ensure regulatory and documentation compliance.
Top Skills: ChexsystemsOfac
4 Days AgoSaved
In-Office
Burbank, CA, USA
104K-151K Annually
Expert/Leader
104K-151K Annually
Expert/Leader
Financial Services
Perform complex credit analysis for businesses and individuals, including financial statement, tax return, and cash flow analysis. Prepare clear Report of Credit Extended (RCE), review credit files, ensure regulatory and policy compliance, refer exceptions, discuss requests with stakeholders, and mentor/train junior credit officers.
4 Days AgoSaved
In-Office
Rancho Cucamonga, CA, USA
20-26 Hourly
Junior
20-26 Hourly
Junior
Financial Services
Support CRA program data collection, validation, classification, and reporting. Review loan originations, maintain CRA data logs and systems, assess community development qualifications, assist with regulatory exam preparation, and provide analytical and administrative support under direction of CRA/Compliance leadership.
Top Skills: ExcelMicrosoft AccessPowerPointWord
4 Days AgoSaved
In-Office
San Mateo, CA, USA
20-22 Hourly
Junior
20-22 Hourly
Junior
Financial Services
Sell and cross-sell bank products to new and existing commercial customers, open and maintain accounts, identify sales opportunities, perform telemarketing, ensure regulatory and documentation compliance (CIP, ChexSystems, OFAC), participate in sales training and community outreach, and meet personal and center sales goals.
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