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  • San Francisco, CA, USA ● Req #2299
    Sunday, June 23, 2024
    GENERAL SUMMARY   Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues.  As needed, will process teller transactions and provide operational support.  Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience.  Follow regulations and bank security procedures to protect customers as well as minimi ... More
  • Fremont, CA, USA ● Req #2298
    Sunday, June 23, 2024
    GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity.  Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering ... More
  • City of Industry, CA, USA ● Req #2296
    Thursday, June 20, 2024
    GENERAL SUMMARY Responsible for supervising and coordinating all day-to-day activities of a client service team that responds to client questions, issues, and requests. Ensure team members consistently deliver high level quality client service. Assist and support development of department procedures and processes. Ensure regulatory compliance and adherence to bank policies and procedures.    DIRECT REPORTS The incumbent supervises Client Service Specialists.     ESSENTIAL FUNCTIONS Responsible ... More
  • El Monte, CA, USA ● Req #2259
    Monday, May 20, 2024
    GENERAL SUMMARY Within established policies and department procedures, the Marketing Officer, Corporate Events is charged with developing, implementing, and leading in-person and virtual events to support the bank’s expanding business and service network. We are seeking a dynamic Marketing Officer, Corporate Events, to join our team. The ideal candidate will have a passion for organizing and executing successful events, possess excellent communication skills, and thrive in a fast-paced environme ... More
  • City of Industry, CA, USA ● Req #2258
    Monday, May 20, 2024
    GENERAL SUMMARY Responsible for assisting and servicing clients through inbound and outbound calls.  Perform regular daily officer functions which include coordinating daily activities of a client service team and responding to client inquiries. Act as second-tier support for complex account servicing. Provide training and daily supervision to team members. Consistently deliver a high level client service experience. Ensure regulatory compliance and adherence to bank policies and procedures.   E ... More
  • Mountain View, CA, USA ● Req #2243
    Monday, May 6, 2024
    GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity.  Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering ... More
  • Cupertino, CA, USA ● Req #2199
    Thursday, April 11, 2024
    GENERAL SUMMARY Responsible for supporting the branch operations administration and managing a customer portfolio of Retail branch customers (consumer & business) and business development activities.  Primary responsibilities include deepening customer relationships by cross selling bank products/services and referring customers to other areas of the bank as appropriate. Providing operational support (as needed conducting teller and new account opening transactions), while delivering exceptional ... More