Finance Service Representative Jobs in Rancho Mirage, CA

The Customer Services Representative, reporting into the Care Center Manager plays a critical role in supporting our veterinary clinic partners by managing their accounts and ensuring seamless service delivery. This position involves regular communication with clinics, addressing their needs, coordinating account-related tasks, and safely transporting pets from clinics to the company's care centers. The Customer Services Representative is customer-focused, highly organized, and comfortable working in a mobile setting with multiple clinics. Customer Services Representative (Route Service Driver) West Coast Pet Memorial - 42353 Avenida Alvarado, Temecula, CA 92590 Work Hours: Full Time Mon - Fri 5am- 1:30pm Pay Rate: $19 hour Duties & Responsibilities Relationship management: Serve as the relationship account manager for assigned clinics, providing exceptional customer service and account management. Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency. Maintain and support growing account base. Develop and maintain strong relationships with veterinary clinic staff. Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency. Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction. Collect feedback to improve service quality and enhance the overall customer experience. Service delivery: Conduct pet pickups from clinics and ensure their safe and timely transport to the care center. Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time. Follow proper handling and transportation protocols to ensure the well-being of all pets in transit. Ensure that clinics are fully stocked with all necessary supplies. Anticipate clinic needs before requested, ensuring the highest level of quality service. Transport and deliver cremains, urns, and other memorial products to clinics for pet parents to collect. Maintain proper documentation and tracking for all pet pickups and deliveries. Ensure compliance with company policies and industry best practices regarding pet aftercare handling. Address any service issues proactively and escalate concerns to the appropriate department when necessary. Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations. Assist with administrative tasks related to client accounts, including billing inquiries and service modifications. Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards. Adhere to all company policies, safety regulations, and industry standards. Ensure compliance with proper uniform use and daily vehicle cleanliness. A positive and welcoming attitude is a must. Product and Service Promotion: Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents. Distribute authorized marketing materials to clinics and ensure product information is up to date. Identify potential sales leads and redirect them to the Business Development Manager for follow-up. Monitor inventory levels of promotional materials and request replenishments as needed. Key Performance Indictors Same Store Sales Growth - Increase in revenue from existing veterinary clinic partners. Organic Growth - Expansion of services and product sales within assigned routes. Client Attrition Rate - Retention and satisfaction of veterinary clinic partners. Net Promoter Score (NPS) - Measurement of customer satisfaction and likelihood of referral. Customer Complaints Received - Reduction in service-related issues and concerns. On Time Delivery and Customer Complaints. Education, Training & Qualifications High school diploma or GED required as minimum Prior experience in customer service, account management, or sales/route sales is highly desirable. Proficiency in CRM systems and sales tracking tools. Ability to work early morning hours, weekends, and holidays as needed. Basic math and computer skills for order placement and inventory tracking. Valid driver's license with a clean driving record. Skills and Abilities Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided. Service Excellence: Dedication to delivering exceptional, white-glove customer service. Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care. Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills. Energy and Professionalism: A proactive approach with strong interpersonal skills. Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery. Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset. Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts. Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided. Independent Decision-Making: Capable of working autonomously in a fast-paced environment. Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications. Physical Capability: Able to safely lift and transport animals of various sizes. Working conditions This role requires frequent travel between veterinary clinics and company care centers. Work may involve exposure to various weather conditions while transporting animals. Lift and carry up to 50 lbs., operate a company vehicle, and work in a physically active environment.

As a top-performing financial institution, Pacific Premier Bank is dedicated to taking care of our customers and employees and making all feel welcomed and valued through building long-lasting relationships, doing the right thing, exceeding expectations, and strongly committing to diversity and inclusion. Using the latest banking solutions combined with the most welcoming and friendly service, you will be front and center representing our brand and culture. You will help deliver a memorable experience through our Client Service Standards, ensuring consistent customer satisfaction, loyalty, and trust. When we do the right thing every time with the highest ethical standards, we will exceed our customers' expectations and achieve success. The Sr. Financial Services Representative at Pacific Premier Bank contributes significantly to the success of the branch by delivering exceptional customer experiences, dedicated relationship management, and new business development. Individually, you will serve as the dedicated relationship manager to a group of clients where you will take a tailored and consultative approach to deepen their relationship and help them grow and thrive financially. Additionally, you'll team up with your branch team and other internal partners to help drive new client acquisition strategies. When you are not managing existing relationship and cultivating new relationships, you will be helping your branch be successful operationally by being flexible and dynamic with other branch needs. The Sr. Financial Services Representative is a key role at the branch and is often the first point of contact for our existing clients and new clients to the bank. As the trusted banker, whether to help open new accounts, make referrals to internal partners, or help perform a transaction, a Sr. Financial Services Representative is there to help! RESPONSIBILITIES * Engage in outbound calling efforts to drive sales of Bank products to new business and consumer customers * Develop strategies and campaigns to generate referrals for new relationships to the bank. * Attend networking events to grow brand awareness and uncover opportunities to gain new customers * Actively participate in joint call with RMs (#team). * Helps to create outbound leads for branch management and internal partners to develop new business. * Play a leading role in originating loans and establishing banking relationships with CRA qualified small businesses and individuals. * Schedule appointments for internal partners for meet with new prospects. * Proactively manage assigned relationships using the bank's CRM system. * Assist with servicing and managing relationships assigned to internal partners. * Use a consultative approach to drive sales of bank products to existing business and consumer customers achieving both individual and branch sales goals. * Performs follow up with clients to ensure satisfaction. * Proactively responds to incoming calls assisting with client requests and resolving client issues. * Account Maintenance / Supersedes / new accounts / Debit card / check orders. * Ability to review and understand the documentation needed for different types of sophisticated business accounts in order to satisfy the Bank's requirements. * Regularly connect with top customers to ensure a high level of banking satisfaction. * Follows up with every new customer in alignment with the Bank's customer onboarding strategies. * Assists clients in opening consumer and business checking, savings and certificate of deposit accounts. * Complies with CIP standards and reviews all new account documentation for accuracy, insuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management (new account QC). * May maintain a cash drawer to support teller transactions. * Responsible for reviewing and verifying daily reports assigned by management. * May perform notary duties. * May perform branch supervisory responsibilities as needed (branch reviews, certs, etc.) * Responsible for performing a broad range of transactions and assigned tasks with accuracy, speed, efficiency, and professionalism. * Play a leading role in participating in CRA volunteer activities to support and meet the Bank's CRA service hour requirements. * Other duties as assigned. KNOWLEDGE, SKILLS, ABILITIES REQUIRED * Committed to ensuring customer satisfaction through extreme follow-up utilizing CRM customer relationship management tools regularly. * Generates trust and establishes a personal brand through engaging customers, offering them a memorable experience. * Makes informed decisions with a sense of urgency and takes appropriate action under challenging situations. * Prioritizes tasks and manages time effectively on a daily basis to balance sales and operations. * Ability to handle difficult and stressful situations with professional composure. * Identifies training opportunities and proactively trains others to help support branch goals and objectives. * Cash handling experience. QUALIFICATIONS * 2+ years of bank experience. * 2+ years of sales experience. * Able to work from our Palm Desert branch Monday - Friday from 8:00AM - 5:00PM. A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $20.26/hr. to $27/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A business line incentive may be provided ranging from 0% - 20% of the base salary offered, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https:************************* CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) ("Section 19"). In accordance with Section 19, the Company will consider an applicant's criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing. #LI-Onsite #LI-FG1

As a top-performing financial institution, Pacific Premier Bank is dedicated to taking care of our customers and employees and making all feel welcomed and valued through building long-lasting relationships, doing the right thing, exceeding expectations, and strongly committing to diversity and inclusion. Using the latest banking solutions combined with the most welcoming and friendly service, you will be front and center representing our brand and culture. You will help deliver a memorable experience through our Client Service Standards, ensuring consistent customer satisfaction, loyalty, and trust. When we do the right thing every time with the highest ethical standards, we will exceed our customers' expectations and achieve success. The Sr. Financial Services Representative at Pacific Premier Bank contributes significantly to the success of the branch by delivering exceptional customer experiences, dedicated relationship management, and new business development. Individually, you will serve as the dedicated relationship manager to a group of clients where you will take a tailored and consultative approach to deepen their relationship and help them grow and thrive financially. Additionally, you'll team up with your branch team and other internal partners to help drive new client acquisition strategies. When you are not managing existing relationship and cultivating new relationships, you will be helping your branch be successful operationally by being flexible and dynamic with other branch needs. The Sr. Financial Services Representative is a key role at the branch and is often the first point of contact for our existing clients and new clients to the bank. As the trusted banker, whether to help open new accounts, make referrals to internal partners, or help perform a transaction, a Sr. Financial Services Representative is there to help! RESPONSIBILITIES Engage in outbound calling efforts to drive sales of Bank products to new business and consumer customers Develop strategies and campaigns to generate referrals for new relationships to the bank. Attend networking events to grow brand awareness and uncover opportunities to gain new customers Actively participate in joint call with RMs (#team). Helps to create outbound leads for branch management and internal partners to develop new business. Play a leading role in originating loans and establishing banking relationships with CRA qualified small businesses and individuals. Schedule appointments for internal partners for meet with new prospects. Proactively manage assigned relationships using the bank's CRM system. Assist with servicing and managing relationships assigned to internal partners. Use a consultative approach to drive sales of bank products to existing business and consumer customers achieving both individual and branch sales goals. Performs follow up with clients to ensure satisfaction. Proactively responds to incoming calls assisting with client requests and resolving client issues. Account Maintenance / Supersedes / new accounts / Debit card / check orders. Ability to review and understand the documentation needed for different types of sophisticated business accounts in order to satisfy the Bank's requirements. Regularly connect with top customers to ensure a high level of banking satisfaction. Follows up with every new customer in alignment with the Bank's customer onboarding strategies. Assists clients in opening consumer and business checking, savings and certificate of deposit accounts. Complies with CIP standards and reviews all new account documentation for accuracy, insuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management (new account QC). May maintain a cash drawer to support teller transactions. Responsible for reviewing and verifying daily reports assigned by management. May perform notary duties. May perform branch supervisory responsibilities as needed (branch reviews, certs, etc.) Responsible for performing a broad range of transactions and assigned tasks with accuracy, speed, efficiency, and professionalism. Play a leading role in participating in CRA volunteer activities to support and meet the Bank's CRA service hour requirements. Other duties as assigned. KNOWLEDGE, SKILLS, ABILITIES REQUIRED Committed to ensuring customer satisfaction through extreme follow-up utilizing CRM customer relationship management tools regularly. Generates trust and establishes a personal brand through engaging customers, offering them a memorable experience. Makes informed decisions with a sense of urgency and takes appropriate action under challenging situations. Prioritizes tasks and manages time effectively on a daily basis to balance sales and operations. Ability to handle difficult and stressful situations with professional composure. Identifies training opportunities and proactively trains others to help support branch goals and objectives. Cash handling experience. QUALIFICATIONS 2+ years of bank experience. 2+ years of sales experience. Able to work from our Palm Desert branch Monday - Friday from 8:00AM - 5:00PM. A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $20.26/hr. to $27/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A business line incentive may be provided ranging from 0% - 20% of the base salary offered, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https:************************* CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) (“Section 19”). In accordance with Section 19, the Company will consider an applicant's criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing. #LI-Onsite #LI-FG1

div class="job-preview-details" div class="vertical-padding" div Full-time/div /div div class="job-listing-header"Description/div divp /ppustrong POSITION DESCRIPTION:/strong/u/pp The Visitor Service Officer is an employee of The Annenberg Foundation Trust at Sunnylands who reports to the Director of Security and works in partnership with other Trust employees. The Visitor Service Officer provides security for the facility and ensures the safety of the exhibits, art objects, visitors, guests and staff. /ppustrong ESSENTIAL FUNCTIONS/strong/u/pp· Work location: Onsite, rotating shifts, weekend work/pp· Provides a welcoming experience at the Center amp; Gardens, Historic House and Grounds. /pp· Monitors all entry points of the Center amp; Gardens and Historic Estate to prevent unauthorized access into the facility./pp· Monitors and controls visitor flow into the Center amp; Garden spaces at entry and exit points; reporting any issues with visitors flow to Security Manager./pp· Collaborates with and supports the Director and Deputy Director of the Center and Gardens to ensure delivery of high-quality visitor experiences through outstanding customer service and identification of opportunities to strengthen visitor experiences./pp· Develops a good working knowledge of the facility, the exhibits, and activities taking place within the Center amp; Gardens and Historic Estate./pp· Provide visitors and guests with relevant information regarding tours, special events, programs and The Annenberg Foundation Trust at Sunnylands, while always maintaining a courteous and helpful attitude./pp· Accurately answers visitor questions regarding topics including: general information about Annenberg history, the Historic Estate, the Center and Gardens and exhibits; utilizing information received during training./pp· Assists visitors with finding their way around the Center and Gardens./pp· Enforces the policies and procedures of the Center amp; Gardens and Historic Estate as directed by the Director of Security,/pp· Effectively and courteously, communicate with visitors and guests, as necessary, to ensure that exhibits and art objects are not moved or handled inappropriately risking safety and condition./pp· Monitors activity in assigned areas and immediately report any discrepancies observed regarding exhibits, art objects, lighting, facility, etc./pp· Provides information and monitors conduct of visitors in adherence to site rules at assigned posts./pp· Exercises judgement in balancing competing demands, complex operational needs and priorities while remaining professional and providing superior, quality response./pp· Monitors radio traffic and maintains radio volume to a minimum, eliminating potential disturbance to guests or other staff./pp· Ability to perform life saving techniques, CPR and First Aid and the ability to utilize emergency equipment such as fire extinguishers./pp· Responds to medical emergencies and provides direction for guests and staff in case of fire or other emergencies requiring evacuation and/or shelter./pp· Escorts staff, guides, volunteers and guests to or from parking lots upon request./pp· Responds to visitor concerns and complaints by using instruction and information received during training, reporting any concerns to Security Manager timely and efficiently./pp· Provides the Director of Security with incident reports when they occur within the premises of the Center amp; Gardens and Historic Estate./pp· Commits to visitor and guest safety as top priority./pp· Commits to not leaving an assigned post until properly relieved by replacement or until approved to do so by Management. /pp· Ensures uniform and personal appearance is neat and professional and adhere to Trust policy./pp· Available to work additional hours or work an extra shift, on occasion, due to department needs./pp· Available to work weekdays, weekends, evenings and maintain flexible hours/shifts./pp This position description identifies only the major functions and responsibilities of this job. It does not include all aspects of the position, or additional duties that may be assigned by management. Please note there may be a requirement to help others complete special projects and other work for the company's overall benefit./ppustrong SKILLS REQUIRED:/strong/u/pp· Dependable, punctual and in uniform at all times while on duty. (uniforms provided)/pp· Ability to effectively communicate with colleagues, guests, customers and management./pp· Ability to work independently with minimal supervision./pp· Ability to work in a collaborative, team environment./pp· Ability to balance multiple priorities effectively, be enthusiastic, self-motivated, and committed to excellence./pp· Ability to demonstrate cultural sensitivity and respect for diverse perspectives and audiences./pp· Must have ability to behave and respond calmly and authoritatively in emergency situations./pp· Ability to respond to changing or unusual situations in a professional manner./ppustrong QUALIFICATIONS: /strong/u/pp· High school diploma or general education (GED) is required./pp· Possession of guard certificate from the State of California within 30 days of hire is required./pp· Possession of CPR and First Aid certification within 30 days of hire is required./pp· Possession of a valid and unencumbered California driver's license./pp· General knowledge and/or experience of enforcement of fire, safety and security measures./pp· Prior police officer training or senior security officer experience preferred./p/div div class="job-listing-header"Requirements/div div data-bind="html: Job.Requirements"p ustrong PHYSICAL REQUIREMENTS/strong/ustrong:/strong/pp The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the position. /pp While performing the duties of this position, the individual is regularly required to stand and walk for periods up to eight (8) hours per day with scheduled breaks. While performing the duties of this position, the individual is frequently required to climb and trim trees at long intervals. The individual must have the physical ability to perform life saving techniques, CPR and First Aid and the ability to utilize emergency equipment. While performing the duties of this job, the individual may be required to stand, walk, read, hear, talk, balance, climb, use hands, use fingers, reach, stoop, kneel, crouch, crawl, push or pull. The individual may be required to move or lift objects weighing up to 30 pounds. Specific vision abilities required for this position include close vision, distance vision, peripheral vision, color vision and the ability to adjust focus. While performing duties in this position, the employee will work outdoors and may be exposed to wet and/or hot conditions, moving mechanical parts, toxic or caustic chemicals, fumes or airborne particles, risk of electrical shock, sharp objects, extreme heat and/or open flame. The noise environment in the work environment is usually moderate. The individual must be able to work in a fast-paced environment. The individual must be able to operate a golf cart, shuttle or motor vehicle./ppstrong The job description does not constitute an employment agreement between the employer and employee for employment of any specific duration. Employment is at-will and is subject to change by the employer as the needs of the employer and requirements of the job change./strong/p/div div class="job-listing-header"Salary Description/div div$20.60 - $22.88/div /div

Full-time Description Provide AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs. Promote and cross-sell bank products and services, provide support to other Branch and Department team members as needed to perform other duties and functions as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES: Promote bank products and services when possible, actively identifying opportunities to cross-sell bank products and services. Provide AMAZING customer experience to all branch clients. Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction. Able to perform all transactions necessary to meet customer needs, including opening new accounts and all teller functions: Client transaction processing Debit card ordering and servicing Online banking setup and servicing (as applicable) Printed check orders Branch cash ordering and shipping (as applicable) Branch Certifications (as assigned) Stop payments Holds Reg. E Claims Safe Deposit Box opening, closing and servicing (as assigned) Demonstrated proficiency and understanding of all compliance regulations in support of opening new accounts, proper account titling and ownership, to mitigate risk to the bank: Bank Secrecy Act Customer Information Program Beneficial Ownership Office of Foreign Asset Control Trust Account documentation Fiduciary Account documentation Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits. Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations. Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations. Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required. Ensure the office is operating in a safe and effective manner. Reliable and regular attendance on the job. Other duties as assigned. Requirements REQUIRED SKILLS AND ABILITIES: Knowledge/Skills/Abilities Computer skills to include use of Microsoft Office products and other programs as required. Strong mathematical ability. Strong analytical skills. Excellent oral and written communication skills. Outstanding interpersonal skills. Effective time management and organizational skills. Attention to detail and follow through. Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback. Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base. Thorough understanding of banking rules and regulations especially BSA. Ability to count cash accurately. Education/ Licenses/ Work Experience High school diploma or GED equivalent required. One to three years of branch banking experience required. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those of which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access file cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to-position with, and/or to bend body downward and forward, and/or extending hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $17.67 to $21.00 per hour. Pay range may vary based on skills, experience, and location. Salary Description $17.67 to $21.00 per hour

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. **Responsibilities:** + Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk + Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews + Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time + Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities + Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals + Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment + Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture **Required Qualifications:** + Has proven success in consultative sales in financial services or in business-to-business sales + Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers + Is passionate about outside sales and enjoys spending time prospecting + Wants to enhance existing relationships and exceed sales goals + Can analyze financial conditions of clients and industry trends + Can understand and interpret financial statements and cash flow analysis + Has excellent communication skills and demonstrated leadership ability + Enjoys partnering and negotiating with a team of bank employees to solve client issues + Demonstrated management of a client portfolio with focus on relationship development and deepening + Thorough knowledge of small business financial products and services + Familiarity with CRM platforms and other banking systems **Desired Qualifications:** + Community leadership + Strong computer skills with an ability to multitask in a demanding environment + Undergraduate degree in business, finance or economics preferred or seven years relevant work experience **Skills:** + Client Experience Branding + Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Credit Documentation Requirements + Financial Analysis + Oral Communications + Prioritization + Written Communications + Coaching + Interpret Relevant Laws, Rules, and Regulations + Prospecting + Risk Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Hemet, CA1390 E Florida Ave, Hemet, CA 92544, United States of America Pay : $16.50 - $17.00 It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities • Greet members, prospective members and guests, providing exceptional customer service. • Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. Take prospective members on tours. Sign up new members calculating rates and monthly payment amounts. Assist the Club Manager in counting out the drawer as needed. • Facilitate needed updates to member's accounts. • Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed. • Assist in maintaining the neatness and cleanliness of the club. Completing daily assigned within first hour of your shift. Helping complete priority cleaning list each day. Completing walk-around and bathroom checks periodically. Helping complete any special cleaning projects as needed. • Other duties and responsibilities based on club needs. Qualifications • Must be 18 years of age or older. • High School diploma/GED equivalent required. • Customer service background preferred. • Basic computer proficiency. • Punctuality and reliability are a must. • Ability to work independently as well as part of a team. • A positive, upbeat attitude and a passion for fitness and health! • Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. • Strong listener with the ability to empathize and problem solve. • Demonstrate diplomacy in all interactions while using appropriate behavior and language. Physical Demands • Continual standing and walking during shift. • Continual talking in person or on the phone during shift. • Must be able to occasionally lift up to 50 lbs. • Will occasionally encounter toxic chemicals during shift. Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Taymax Group never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process. NOTE: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest in a position with Taymax Group. Taymax Group is an equal opportunity employer in the terms and conditions of employment. We believe in providing an inclusive and diverse workplace environment and welcome talent from all backgrounds and perspectives. Our success is directly related to our people and as a company, we strive to foster an inclusive and diverse environment where we all work toward our common goal; to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the Judgement Free Zone. This commitment applies to all candidates and employees regardless of race, color, ethnicity, citizenship, place of origin, creed, religion, age, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability and any other protected characteristic. Taymax Group welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you are a person with a disability and require accommodation in order to successfully submit an application, please contact Human Resources at ****************** to make an accommodation request.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Ability to work independently and in a team environment Working knowledge of savings and checking products, accounts and services May be required to participate and complete specialized training (in Business Services, IRA, MLO, notary, etc.), per business need Effective active listening skills to accurately respond to inquiries and account requests Effective organizational, planning and time management skills Effective research, analytical, and problem solving skills Effective skill building effective relationships through rapport, trust, diplomacy and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill maintaining composure in a high production and changing environment Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective skill performing mathematical calculations and working accurately with numbers Effective verbal and written communication skills Desired Qualifications Experience in member/customer service preferably in a call center, retail banking or financial institution Experience in working in a credit union environment Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 39826 Winchester Rd, Temecula, California 92591 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** . Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities to cross service products and increase product penetration Perform platform banking functions Assist level I team members Understand and comply with federal and other regulations relating to financial products and services May assist with Branch Office vault opening, closing and balancing procedures May serve as a Branch Office and/or ATM vault custodian Perform other duties as assigned

/strong/p pFounded in 1956 by Gordon Blunden, Provident Savings Bank was built on the vision of creating a lasting business that would serve the community for generations. Our mission is to empower and support our community by offering exceptional financial services with integrity and a personalized touch. We foster a positive, supportive work environment for our employees, providing opportunities for professional growth, competitive benefits, and a culture of respect and collaboration. By investing in our team, we ensure they can deliver the best service to our customers. Together, we focus on building enduring relationships, supporting local growth, and contributing to the overall prosperity of our community./p pstrong Overview:/strong/p pThe Community Banker is responsible for providing superior customer service at the retail banking center, receiving and processing funds as required, balancing out all daily transactions, and successfully cross-selling services and products of the Bank. /p pspan This is a prime-time position, which typically involves working between 35 and 38 hours per week. The role is also eligible for a comprehensive benefits package, including medical, dental, and vision insurance, as well as accrued vacation, sick leave, and personal time. /span/p pspan Your potential work schedule will be as follows: /span/p pspan Monday through Thursday: Approximately 8:30 a.m. to 5:30 p.m. /span/p pspan Friday: Approximately 8:30 a.m. to 6:30 p.m. /span/p pspan Saturday: Approximately 9:30 a.m. to 2:30 p.m. (half-day shift)/span/p pstrong The hourly pay for this position is $19.00 /strong/p pstrong Reports to / Supervision Received/strong/p ol li Manager: Branch Service/Operations Manager/li li Next-Level Manager: Community Banking Manager/li li Senior Manager: Senior Vice President, Retail Banking/li /ol pstrong Essential Functions:/strong/p ul li Will meet or exceed all established goals and objectives for this position./li li Performs all tasks in full compliance with established policies and procedures; such tasks to include posting deposit and withdrawal transactions, and handling all check-cashing requests in full compliance with Regulation CC./li li Maintain and ensure that approved cash drawer limits are adhered to as outlined in the cash control procedure, and maintains proper records of all transactions; balancing of cash drawer on a daily basis in a timely manner; when required, may assist in proofing daily transactions./li li Responsible for designated duties, which may include completion of money order, or cashier checks, and processing of loan payments; ensuring proper identification of customer is received and collects service fees, as applicable; and merchant transactions as required./li li Professionally and effectively maintain a level of communication throughout all customer interaction including the need to explain various decisions made on transactions./li li Ensures that all security procedures are adhered to. These procedures include opening and closing procedures, cash drawer limits, dual control functions, elder abuse reporting, and compliance with BSA regulations./li li Actively generates new business relationships and participates in outside sales activities including: cold calling, prospecting, community events, telemarketing, Bank-At-Work events, etc. Must possess strong presentation skills and the ability to creatively develop new business relationships inside and outside of the branches. Requires flexibility to participate in offsite business development endeavors and will maintain a business pipeline./li li Arranges for transfers between accounts; and handles loan payment transactions. Accurately prepares documents, i.e., allotment visa debit card applications, visa debit card lost/stolen, as well as filing of various records relating to accounts./li li Assists in the handling of daily mail, including the processing of deposits and loan payments, Responsible for the proper control of cash, as well as protection of confidential financial information, to include non-disclosure of password and teller number, and control of teller keys/combos at all times. Protects the confidentiality of all financial data relating to bank operations and its customers./li li Maintains inventory of supplies, forms and equipment at the banking center at a satisfactory level; makes recommendations for additions and/or deletions to the Community Banking Manager./li li Establishes and maintains the necessary records and files for the banking operation; records and directs pick-up, opening, delivery and depositing of mail for the Center, as necessary./li li Ensures that all credit card cash advance transactions are handled in accordance with established policies and procedures with proper identification and approval./li li Confidently possesses sufficient product knowledge and seeks opportunities to explain, promote, or sell/cross-sell benefits of bank services and products to customers, while providing quality customer service. Maintains a prospect log and follows up with potential relationships and responds to customer inquiries in a professional, courteous, and timely manner./li li Responsible for maintaining high level of job performance to meet and/or exceed the standard for this position in order to ensure achievement of the Department's goals./li /ul pstrong Supervisory Responsibility/strong/p pThis position generally does not supervise other staff members./p pstrong Required Education and/or Experience/strong/p ul li High school diploma or equivalent./li li Successful completion of in-house training program or other approved training program./li /ul pstrong Skills/strong/p ul li Must maintain working knowledge of all federal and state banking regulations as they relate to tasks being performed./li li Must have ability to work well with customers and staff, both in person and by telephone; good interpersonal skills./li li Sales skills a plus./li /ul pstrong Certificates, Licenses, Registrations/strong/p pMust have a valid California driver's license and carry current auto insurance that meets or exceeds the minimum requirements of the California DMV./p

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.

Job Details Coachella, CA Full Time $18.50 Hourly Graveyard AccountingDescription This position is responsible for assisting the Cage Shift Management Team in balancing the Casino Cage by consolidating all cash and cash equivalents, while also serving as the repository for gaming chips, casino currency, and coins. In addition, we strive to deliver our Five Star Experience to Guests and fellow Team Members. This includes being committed to our Service Promise: We are the Twenty-Nine Palms Band of Mission Indians Team, where your experience is our top priority. Every person and detail matters. ESSENTIAL DUTIES AND RESPONSIBILITIES: The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Provide outstanding customer service to guests and all other employees by exceeding our mission statement. Deliver our Five Star Experience to Guests and all Team Members by embodying our Mission Statement and Service Promise while adhering to department service standards. This entails consistency performing our service expectations of: Welcoming, Proactive, Seamless, Personalized and Valued. Maintain all Cage and Casino assets in the Main Bank room located within the Cage area. Responsible for accounting for assets using the Main Bank Accountability and Inventory sheets and ensuring they are balanced at the end of each shift. Accurately completes the Inventory section sheet by recording chips, cash, checks, total impress window figures, and all casino banks issued, while the Accountability section tracks items that increase or decrease the main bank inventory. Must be able to operate a 10-key calculator. Maintain security and accountability to company funds located in the cage during a shift. Assist employees with monetary transactions. Receive Slot Machine currency drop. Receive Table Games chip and currency drop. Verify/replenish currency for ATR cassettes Receive miscellaneous casino revenues. Prepare daily bank deposit. Replenish all cage windows to the imprest amount. Receive all slot tickets cashed during the shift. Receive all checks cashed during the shift. All required documents must be filled out completely with legible print. Communicate with all departments as needed using professionalism. Solely responsible and accountable for main bank inventory during their shift. Must process all transactions accurately and maintain variances to an absolute minimum. Ensure compliance with all Minimum Internal Control Standards (MICS) as well as all Tribal Internal Control Standards (TICS). Present a positive image of the Tribal organization to its guests and vendors and to assist them as required. Must follow all safety policies and procedures and attend all scheduled safety meetings and training as a condition of employment. Provides overrides to Cashiers for required transactions. Perform any other duties that may be assigned from time to time. SUPERVISORY RESPONSIBILITIES: Assist management in supervising Cage Team Members both directly and indirectly, while ensuring adherence to the Tribal organization's policies, procedures, and applicable laws. Qualifications EDUCATION AND EXPERIENCE (MUST BE DOCUMENTED): Must possess a high school diploma or equivalent. Six months banking, cashiering and/or related experience and/or training; or equivalent combination of education and experience. CERTIFICATION, LICENSES AND ANY ADDITIONAL REQUIREMENTS: Must pass periodic random drug screens. Must be able to pass background suitability investigation. Must obtain a Tribal Gaming License. Must obtain all other applicable certifications and licenses. Must provide proof of eligibility to work in the United States within 72 hours of employment. 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 this job. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use upper extremities, including but not limited to, hands and fingers to handle, or feel; reach with hands and arms. They may be occasionally required to climb or balance, stoop, bend, push, pull, twist, kneel, crouch, or crawl. The employee must occasionally lift up to 25 pounds and/or push, pull up to 50 pounds. The employee is occasionally required use repetitive movements to complete tasks. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Employee may be occasionally required to work in low light conditions, and may be exposed to loud noise for extended periods. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Multiple locations. Some enterprises are open 24 hours per day, 7 days per week; therefore, you must be flexible to work any and all hours. Must be available for emergency calls 24/7. Must be available to work weekend and holidays. Some enterprises are gaming facilities. Some enterprises are not a smoke-free environment. Surveillance cameras and audio equipment monitor the premises recording activity throughout most of the facilities on 24 hours per day, 7 days per week basis. INDIAN PREFERENCE ACT: The Twenty-Nine Palms Band of Mission Indians has a resolution on file with Human Resources to ensure that Indian Preference will be adhered to in the following order in accordance with IPA:

The Operations Customer Service Representative, reporting into the Operations Care Center Manager, is responsible for a daily route, picking up deceased pets from veterinary clinics and homes, and bringing them back to our care centers for cremation. In addition, the Operations Customer Service Representative will act as an extension of the client care team, meeting with veterinary staff, troubleshooting issues on-site, escalating if need and assisting operations staff when necessary. Customer Service Representative ( Route Service Driver) West Coast Pet Memorial - 42353 Avenida Alvarado, Temecula, CA 92590 Work Hours: Full Time Mon Tues Thurs Fri 6:00am - 4:30pm Pay Rate: $19 hour Duties & Responsibilities Operate a company vehicle along a pre-designed daily route for 8-10 hours to pick up deceased pets from local veterinary clinics and bring them back to our care center. Pack and unpack the vehicle properly and with care. Act as an extension of the client care team - is the face of Gateway Services in the veterinary community. Continuously meet and communicate with veterinary staff. Maintain a positive, empathetic, and professional attitude toward customers at all times. Respond promptly to customer inquiries to ensure customer satisfaction, troubleshooting issues on-site whenever possible. Ensure issues are escalated to other team members when necessary. Ensure that Gateway processes are thoroughly understood and answers customer questions accordingly. Keep records of customer interactions, transactions, comments, and complaints and reports to Facility Manager Keep records on vehicle maintenance issues and communicates to Facility Manager Communicate and coordinate with other team members, as necessary. Provide feedback on the efficiency of the customer service process. Work with minimal supervision Ensure service standards are met based on well established procedures. Manages difficulties to achieve positive results. Assist the operations staff when necessary. Education, Training & Qualifications High school diploma or equivalent education Minimum of 12 months experience in a service industry, specifically related to driving. Valid driver's license and clean driving record Skills & Abilities Excellent problem solving skills by being able to develop solutions and quick thinking Proven team player who is flexible and adaptable. Energetic, self-motivated, and results oriented. Good verbal communication skills. Excellent time management skills with a proven ability to meet deadlines. The ability to feel comfortable building and maintaining relationships with other industry professionals and pet parents; able to work independently or as part of a team. Safety - Committed to working in a safe environment Strong attention to detail Working Conditions Regularly bending, stooping, crouching, kneeling, sitting, repetitive motion, hand/wrist/finger motion Regular lifting/moving 100+ lbs Regularly be exposed to elevated noise levels. Regularly be exposed to elevated heat levels. Regular handling of deceased pets.

Provide AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs. Promote and cross-sell bank products and services, provide support to other Branch and Department team members as needed to perform other duties and functions as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Promote bank products and services when possible, actively identifying opportunities to cross-sell bank products and services. * Provide AMAZING customer experience to all branch clients. * Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction. * Able to perform all transactions necessary to meet customer needs, including opening new accounts and all teller functions: * Client transaction processing * Debit card ordering and servicing * Online banking setup and servicing (as applicable) * Printed check orders * Branch cash ordering and shipping (as applicable) * Branch Certifications (as assigned) * Stop payments * Holds * Reg. E Claims * Safe Deposit Box opening, closing and servicing (as assigned) * Demonstrated proficiency and understanding of all compliance regulations in support of opening new accounts, proper account titling and ownership, to mitigate risk to the bank: * Bank Secrecy Act * Customer Information Program * Beneficial Ownership * Office of Foreign Asset Control * Trust Account documentation * Fiduciary Account documentation * Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits. * Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations. * Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations. * Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required. * Ensure the office is operating in a safe and effective manner. * Reliable and regular attendance on the job. * Other duties as assigned. Requirements REQUIRED SKILLS AND ABILITIES: Knowledge/Skills/Abilities * Computer skills to include use of Microsoft Office products and other programs as required. * Strong mathematical ability. * Strong analytical skills. * Excellent oral and written communication skills. * Outstanding interpersonal skills. * Effective time management and organizational skills. * Attention to detail and follow through. * Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback. * Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base. * Thorough understanding of banking rules and regulations especially BSA. * Ability to count cash accurately. Education/ Licenses/ Work Experience * High school diploma or GED equivalent required. * One to three years of branch banking experience required. Work Environment * Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those of which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Prolonged periods sitting at a desk and working on a computer. * Remain in a stationary position for sustained periods of time. * Occasionally move about inside the office to access file cabinets and/or other office machinery. * Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to-position with, and/or to bend body downward and forward, and/or extending hands and/or arms in any direction to access files and/or other office machinery. * Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. * Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. * Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. * Regularly required to communicate verbally employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $17.67 to $21.00 per hour. Pay range may vary based on skills, experience, and location. Salary Description $17.67 to $21.00 per hour

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: * Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk * Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews * Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time * Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities * Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals * Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment * Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture Required Qualifications: * Has proven success in consultative sales in financial services or in business-to-business sales * Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers * Is passionate about outside sales and enjoys spending time prospecting * Wants to enhance existing relationships and exceed sales goals * Can analyze financial conditions of clients and industry trends * Can understand and interpret financial statements and cash flow analysis * Has excellent communication skills and demonstrated leadership ability * Enjoys partnering and negotiating with a team of bank employees to solve client issues * Demonstrated management of a client portfolio with focus on relationship development and deepening * Thorough knowledge of small business financial products and services * Familiarity with CRM platforms and other banking systems Desired Qualifications: * Community leadership * Strong computer skills with an ability to multitask in a demanding environment * Undergraduate degree in business, finance or economics preferred or seven years relevant work experience Skills: * Client Experience Branding * Client Management * Client Solutions Advisory * Customer and Client Focus * Pipeline Management * Credit Documentation Requirements * Financial Analysis * Oral Communications * Prioritization * Written Communications * Coaching * Interpret Relevant Laws, Rules, and Regulations * Prospecting * Risk Management Shift: 1st shift (United States of America) Hours Per Week: 40

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Ability to work independently and in a team environment Working knowledge of savings and checking products, accounts and services May be required to participate and complete specialized training (in Business Services, IRA, MLO, notary, etc.), per business need Effective active listening skills to accurately respond to inquiries and account requests Effective organizational, planning and time management skills Effective research, analytical, and problem solving skills Effective skill building effective relationships through rapport, trust, diplomacy and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill maintaining composure in a high production and changing environment Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective skill performing mathematical calculations and working accurately with numbers Effective verbal and written communication skills Desired Qualifications Experience in member/customer service preferably in a call center, retail banking or financial institution Experience in working in a credit union environment Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 4920 Adobe Rd, Twentynine Palms, California 92277 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** . Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities to cross service products and increase product penetration Perform platform banking functions Assist level I team members Understand and comply with federal and other regulations relating to financial products and services May assist with Branch Office vault opening, closing and balancing procedures May serve as a Branch Office and/or ATM vault custodian Perform other duties as assigned

Job Details Twentynine Palms, CA Full Time $18.50 - $18.50 Hourly Any AccountingDescription This position is responsible for assisting the Cage Shift Management Team in balancing the Casino Cage by consolidating all cash and cash equivalents, while also serving as the repository for gaming chips, casino currency, and coins. In addition, we strive to deliver our Five Star Experience to Guests and fellow Team Members. This includes being committed to our Service Promise: We are the Twenty-Nine Palms Band of Mission Indians Team, where your experience is our top priority. Every person and detail matters. ESSENTIAL DUTIES AND RESPONSIBILITIES: The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Provide outstanding customer service to guests and all other employees by exceeding our mission statement. Deliver our Five Star Experience to Guests and all Team Members by embodying our Mission Statement and Service Promise while adhering to department service standards. This entails consistency performing our service expectations of: Welcoming, Proactive, Seamless, Personalized and Valued. Maintain all Cage and Casino assets in the Main Bank room located within the Cage area. Responsible for accounting for assets using the Main Bank Accountability and Inventory sheets and ensuring they are balanced at the end of each shift. Accurately completes the Inventory section sheet by recording chips, cash, checks, total impress window figures, and all casino banks issued, while the Accountability section tracks items that increase or decrease the main bank inventory. Must be able to operate a 10-key calculator. Maintain security and accountability to company funds located in the cage during a shift. Assist employees with monetary transactions. Receive Slot Machine currency drop. Receive Table Games chip and currency drop. Verify/replenish currency for ATR cassettes Receive miscellaneous casino revenues. Prepare daily bank deposit. Replenish all cage windows to the imprest amount. Receive all slot tickets cashed during the shift. Receive all checks cashed during the shift. All required documents must be filled out completely with legible print. Communicate with all departments as needed using professionalism. Solely responsible and accountable for main bank inventory during their shift. Must process all transactions accurately and maintain variances to an absolute minimum. Ensure compliance with all Minimum Internal Control Standards (MICS) as well as all Tribal Internal Control Standards (TICS). Present a positive image of the Tribal organization to its guests and vendors and to assist them as required. Must follow all safety policies and procedures and attend all scheduled safety meetings and training as a condition of employment. Provides overrides to Cashiers for required transactions. Perform any other duties that may be assigned from time to time. SUPERVISORY RESPONSIBILITIES: Assist management in supervising Cage Team Members both directly and indirectly, while ensuring adherence to the Tribal organization's policies, procedures, and applicable laws. Qualifications EDUCATION AND EXPERIENCE (MUST BE DOCUMENTED): Must possess a high school diploma or equivalent. Six months banking, cashiering and/or related experience and/or training; or equivalent combination of education and experience. CERTIFICATION, LICENSES AND ANY ADDITIONAL REQUIREMENTS: Must pass periodic random drug screens. Must be able to pass background suitability investigation. Must obtain a Tribal Gaming License. Must obtain all other applicable certifications and licenses. Must provide proof of eligibility to work in the United States within 72 hours of employment. 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 this job. Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use upper extremities, including but not limited to, hands and fingers to handle, or feel; reach with hands and arms. They may be occasionally required to climb or balance, stoop, bend, push, pull, twist, kneel, crouch, or crawl. The employee must occasionally lift up to 25 pounds and/or push, pull up to 50 pounds. The employee is occasionally required use repetitive movements to complete tasks. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Employee may be occasionally required to work in low light conditions, and may be exposed to loud noise for extended periods. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Multiple locations. Some enterprises are open 24 hours per day, 7 days per week; therefore, you must be flexible to work any and all hours. Must be available for emergency calls 24/7. Must be available to work weekend and holidays. Some enterprises are gaming facilities. Some enterprises are not a smoke-free environment. Surveillance cameras and audio equipment monitor the premises recording activity throughout most of the facilities on 24 hours per day, 7 days per week basis. INDIAN PREFERENCE ACT: The Twenty-Nine Palms Band of Mission Indians has a resolution on file with Human Resources to ensure that Indian Preference will be adhered to in the following order in accordance with IPA: <

Job Description California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union’s policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required. o PFR I: 1 year experience in a financial institution or other related field o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300