Current jobs related to Banking Services Officer - Walnut Creek - California Bank of Commerce
-
Business Banking Officer
4 months ago
Walnut Creek, United States Westamerica Bank Full timeJob DescriptionJob DescriptionDescription:Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with...
-
Commercial Banking Relationship Manager
1 week ago
Walnut Creek, California, United States United Business Bank Full timeJob SummaryUnited Business Bank is seeking an experienced Commercial Banking Relationship Manager to join our team at our Walnut Creek Corporate Headquarters. As a Commercial Banking Relationship Manager, you will be responsible for developing and maintaining relationships with our commercial banking clients, identifying their financial needs, and providing...
-
Banking Associate
5 days ago
Walnut Creek, California, United States PNC Full timeJob DescriptionPNC is seeking a skilled Teller to join our Retail Branch organization. As a key member of our team, you will provide exceptional customer service, accurately process high-volume customer banking transactions, and educate customers on new technology and banking product opportunities.Key ResponsibilitiesDeliver a unique customer experience...
-
Commercial Loan Officer III
4 weeks ago
Walnut Creek, United States United Business Bank Full timeUnited Business Bank is looking for an experienced Client Relationship Manager III (Commercial Loan Officer III) for our Walnut Creek Corporate Headquarters - Commercial Banking experience required. POSITION PURPOSE The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial...
-
Commercial Loan Officer III
3 months ago
Walnut Creek, United States United Business Bank Full timeUnited Business Bank is looking for an experienced Client Relationship Manager III (Commercial Loan Officer III) for our Walnut Creek Corporate Headquarters - Commercial Banking experience required.POSITION PURPOSEThe Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs...
-
Commercial Loan Officer III
3 months ago
Walnut Creek, United States United Business Bank Full timeUnited Business Bank is looking for an experienced Client Relationship Manager III (Commercial Loan Officer III) for our Walnut Creek Corporate Headquarters - Commercial Banking experience required.POSITION PURPOSEThe Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs...
-
Banking Services Consultant
1 week ago
Oak Creek, Wisconsin, United States WaterStone Bank Full timeRetail Banking SpecialistJob Category: Retail Branch BankingRequisition Number: RETAI001293Job OverviewThe Retail Banking Specialist plays a crucial role in the onboarding process for new employees across all Retail Banking positions, ensuring a smooth transition into their roles.Key ResponsibilitiesCoordinate and oversee the onboarding process for new hires...
-
Business Development Officer, NorCal
3 days ago
Walnut Creek, California, United States Fresno First Bank Full timeAbout Fresno First BankFresno First Bank is a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005. Our mission is to redefine the banking experience by delivering top-notch services and earning recognition in the industry. We recognize the uniqueness of each individual and strive to craft personalized banking solutions that cater...
-
Senior Credit Analyst
3 weeks ago
Walnut Creek, California, United States City National Bank Full timeSENIOR CREDIT ANALYST - COMMERCIAL BANKING WHAT IS THE ROLE? The Senior Credit Analyst plays a pivotal role in the loan management process by delivering expertise in credit assessment and loan underwriting to a Commercial Banking division. This position involves evaluating potential loan transactions and assessing the creditworthiness of borrowers. The...
-
Senior Credit Analyst
3 weeks ago
Walnut Creek, California, United States City National Bank Full timeSENIOR CREDIT ANALYST - COMMERCIAL BANKING WHAT IS THE ROLE? The Senior Credit Analyst plays a crucial role in the loan management process by delivering expertise in credit assessment and loan underwriting to a Commercial Banking team. This position involves evaluating potential loan transactions and assessing the creditworthiness of borrowers. The analyst...
-
Office Services Coordinator
51 minutes ago
Walnut Creek, California, United States AGG Legal Staffing Full timeOffice Services SpecialistAGG Legal Staffing is seeking an Office Services Specialist to support their team in Walnut Creek. This is a full-time, in-office position requiring five days of work per week.Key Responsibilities:Sort and deliver incoming mail, collect and send outgoing mailAssist with photocopying, scanning, and digital filing of documentsMaintain...
-
PBO Assistant Manager
2 weeks ago
Walnut Creek, California, United States First Republic Full timeAbout the RoleWe are seeking a highly skilled PBO Assistant Manager to join our team at First Republic. As a key member of our Preferred Banking Offices team, you will play a critical role in supporting our clients' banking needs and developing long-term relationships through exceptional, personalized service.Key ResponsibilitiesSupport sales and business...
-
Senior Credit Analyst
3 weeks ago
Walnut Creek, California, United States City National Bank Full timeSENIOR CREDIT ANALYST - COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? The Senior Credit Analyst plays a pivotal role in the loan management process by offering expert credit analysis and loan underwriting support to the Commercial Banking team. This position involves assessing potential loan transactions and evaluating the creditworthiness of borrowers. The...
-
Business Development Officer, NorCal
2 weeks ago
Walnut Creek, California, United States Fresno First Bank Full timeAbout the PositionThe Business Development Officer is a key role within Fresno First Bank, responsible for driving business growth and expansion through strategic partnerships and relationship-building. This position plays a critical role in identifying and pursuing new business opportunities, developing and maintaining strong relationships with clients, and...
-
Business Development Officer, NorCal
3 hours ago
Walnut Creek, California, United States Fresno First Bank Full timeAbout Fresno First BankFresno First Bank is a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005. We're on a mission to redefine the banking experience by delivering top-notch services and earning recognition in the industry.Our CommitmentWe recognize the uniqueness of each individual who walks through our doors and strive to...
-
Office Services Specialist
1 day ago
Walnut Creek, United States AGG Legal Staffing Full timeLaw firm in Walnut Creek is seeking an Office Service Specialist to join their team! This position requires in-office work five days a week. Duties and Responsibilities:Sorting, delivering incoming mail/collecting, sending outgoing mailAssist with photocopying, scanning and digital filing of documentsMonitoring and maintaining kitchen and office supplies...
-
Senior Credit Officer
1 week ago
Walnut Creek, California, United States City National Bank Full timeAbout the RoleWe are seeking a highly skilled Senior Credit Officer to join our Commercial Banking team at City National Bank. As a key member of our team, you will be responsible for providing credit and loan underwriting expertise to our clients.Key ResponsibilitiesLoan Review and Analysis: Review loan request applications, financial information, and...
-
Office Services Coordinator
2 days ago
Walnut Creek, California, United States Novate Legal Search Full timeAbout the Office Services Clerk role at Novate Legal Search:**Key Responsibilities:*** Manage incoming mail and documents, scanning and profiling them into our document management system* Provide overflow phone coverage for the receptionist* Maintain office supplies for general office and kitchen needs* Set up coffee and water for meetings and depositions*...
-
Business Development Officer, NorCal
3 days ago
Walnut Creek, United States Fresno First Bank Full timeJob DescriptionJob DescriptionDescription:Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize...
-
Business Development Officer, NorCal
5 days ago
Walnut Creek, California, United States Fresno First Bank Full timeAbout Fresno First BankFresno First Bank is a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005. Our mission is to redefine the banking experience by delivering top-notch services and earning recognition in the industry. We recognize the uniqueness of each individual and strive to craft personalized banking solutions that cater...
Banking Services Officer
4 months ago
BANKING SERVICES OFFICER
The Banking Services Officer (BSO) will work under the direction of the Enterprise Process Manager, learning to assist with the servicing of a loan and deposit portfolio. The Banking Service Officer (BSO) will gain an understanding of comprehensive Commercial Banking relationships, which may include both depository and credit components.
ESSENTIAL FUNCTIONS
- Provide consistent client service, facilitating and directing various client requests, both written and verbal, including but not limited to account inquiries, account transactions, and wires with the ability to discern potential risks to client deposit activity.
- Preparation of deposit, loan, and cash management documentation.
- Coordinate loan closings with appropriate personnel, including interfacing with title companies.
- Complete assigned paperwork and reports for management and Relationship Managers. Complete records and reports promptly and accurately. Monitor files to assure completeness, including appropriate approvals, as required.
- Maintain client files including updating financial reporting tracking system, requesting required client financial information, as well as collateral, insurance and entity verification documentation.
- Develop proficiencies around utilizing the Bank’s file maintenance system, providing regular status updates to related parties/Relationship Managers, as well as recognizing and articulating areas of concern.
- Assume responsibility for establishing and maintaining effective and professional business relationships with clients and external contacts while answering client questions pertaining to deposit accounts, loans, balances, and payoffs.
- Assist with initiating requests for appraisal quotes, providing required information to appropriate personnel and completing forms as necessary. Perform same process for necessary environmental reports.
- Participate in meetings with clients to establish and/or install Cash Management products and services while providing support to Cash Management clients as needed.
EDUCATION/EXPERIENCE/QUALIFICATIONS
- High School diploma or equivalent.
- Minimum three (3) years office experience.
- Minimum one (1) year commercial loan servicing experience.
- Ability to commute to office and client locations.
- Basic word processing and computer database skills with knowledge of Microsoft Office applications and Bank approved systems used in tracking customer accounts.
- Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.
EEOC COMPLIANT
