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Full Time
9/11/2024
Escondido, CA 92025
(33.3 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsFinancial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
9/7/2024
Tustin, CA 92780
(40.4 miles)
Are you ready to lead and inspire in the world of construction and restoration BluSky Restoration is looking for a dynamicConstruction Project Directorto successfully carry our projects across the finish line. This role is at the heart of our operations, combining expertise in estimating, sales, and project management to deliver exceptional results.This high-paying career opportunity offers uncapped commission potential, a base salary of $70,000 - $100,000, and an OTE of $70,000 - $200,000.At BluSky, you'll engage with diverse and creative projects that challenge and reward you, providing ample avenues for professional growth and development. Join a supportive, collaborative team where your expertise is valued and your contributions are recognized.As the quarterback of each project, you'll steer it from inception to completion. You'll collaborate closely with property owners and managers across various sectors, including commercial, multifamily, senior living, healthcare, hospitality, and residential. Your work will have a real impact, restoring and renovating properties damaged by disasters and making a difference in communities.If you're passionate about construction and excited to take on a leadership role, we want to hear from you!Principal Accountabilities:Sales:Achieve sales goals, negotiate contracts, and convert opportunities.Revenue:Oversee revenue production, ensure timely billing, and collaborate with project teams.Profit Margins:Manage project budgets, improve profitability, and monitor costs.AR & Collections:Set AR expectations, perform collection calls, and maintain a DSO of =75 days.Project Management:Close leads, maintain client communication, and document in CRM.Business Development:Attend meetings and events, entertain clients, and partner with the VP for sales.Estimating:Use sketching and Xactimate technology for accurate project estimates.Customer Satisfaction:Communicate with key partners, set expectations, and ensure project updates.Internal Coordination:Collaborate with Mitigation, Reconstruction, Business Development, and Project Accounting teamsWhy You'll Love Working for Us:BluSky offers a competitive base salary, a bonus plan for qualified positions, auto allowance, and a comprehensive benefits package that includes: a matching 401(k) plan, health insurance (medical, dental, and vision), paid time off, disability, equipment appropriate to the position (i.e., laptop, smartphone, etc.), and corporate apparel allowance.We also offer extended benefits such as: Working Remotely, Employee Assistance Program, Accident & Critical Illness Coverage, LegalShield, Professional Development, Paid Referral Program, and more.What We Need:5+ years in marketing/business development and sales in the restoration or construction industry with a solid track record of sales growth.Extensive construction estimating and catastrophe experience.Intermediate Microsoft Office skills and Xactimate (and other estimating software) proficiency preferred.OSHA 10/30, CPR, and First Aid certifications preferred.Ability to attend Business Development networking functions 2-3 evenings a weekMinimal out of state travel is required. Some out-of-area and overnight travel may be expected for training, meetings, or jobs.Bachelor's degree or equivalent experience preferred.EEOC:BluSky is dedicated to the principles of equal employment opportunity. BluSky prohibits unlawful discrimination against applicants or employees based on race, sex, color, religion, national origin, disability, genetic information, sexual orientation, or any other applicable status protected by Federal, State, or local law.It is and will continue to be the policy of BluSky that all persons are entitled to equal employment opportunity based on their individual qualifications, performance, and potential without regard for any protected status, as required by state and federal law.Application Duration:To ensure a thorough and fair selection process, we would like to inform you that the application deadline for this position is 10/4/2024. Please ensure that your application is submitted by this date for consideration.To be considered for this position you must complete the online application by applying through the employee ADP Careers page using your ADP credentials.
Full Time
10/1/2024
Rialto, CA 92316
(36.1 miles)
Description Position at Thompson Pipe Group - Los Angeles Who We Are Thompson Pipe Group is a privately held family business of engineers, contractors, and manufacturers based in Rialto, California. From the humble beginnings, we built a family of products to meet the needs of all kinds of infrastructure. Each generation of products is better than the previous. Thompson Pipe Group is now the largest and most diverse drainage, sanitary, pressure and trench-less pipe provider, with manufacturing locations across the country and serving not just the US, but all of North America. Please visit our website at www.thompsonpipegroup.com What We Offer Top-tier Medical, Dental, and Vision BenefitsLife and Supplement LifeCompany Matched 401K Retirement PlanPaid HolidaysFun EventsTraining and DevelopmentEmployee DiscountsCareer Opportunity! Thompson Pipe Group is currently looking for an Estimator TheEstimatoris responsible for bid preparation and submittal in pursuit of projects related to the manufacturing and supplying of precast pipe, box culverts, manholes, and structures. The Estimator should be experienced in the full-cycle estimating process to bid projects. Key Results Areas: Accountable for the performance of the estimating tasks; Ensure estimating activities align with organizational priorities; Establish and improve estimating procedures supporting the estimating and proposal cycle.Develop, maintain, and grow knowledge base for estimating within the industry; Ensure estimates are accurate and account for all requirements and specifications while complying with industry, regulatory, and contractual requirements.Effective collaboration with Sales, Engineering, and Project Coordination; Proactively engage sales team to identify market strategy and prepare estimating strategy to support; Involve project coordination and plant operations management when contract and technical expertise is needed for bid preparation. Responsibilities: Prepare or assist in the preparation of cost estimates for standard and special products on all projects bid.Maintain or assist in the maintenance of current cost information on materials, supplies, and services purchased.Through regular contact with the Engineering and Production Functions be knowledgeable of current design and fabrication techniques which affect pipe or fittings costs. Revise or assist in revising estimating procedures to reflect accurate costs.Assist other functions on request by preparing cost analysis of alternate design, procedural, or production methods that affect products in the marketplace. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Qualifications High level knowledge, skills, and ability in the estimating for proposals of manufactured steel and concrete pipe.Experience with regulatory requirements and industry standards.Experience with discipline-specific industry standards.Ability to produce accurate estimates from conceptual and schematic drawings.Ability to produce detailed, final contract estimates.Ability to assess site exposures/construction risks and be able to appropriately analyze cost and reflect these in an estimate.Ability to identify constructability issues through the estimating process.Ability to identify value-engineering alternatives. Desired Qualifications Experience in a strong business, construction management, and delivery methodologies background. Mental Requirements Knowledge and ability to read plans and specifications. Understanding the difference between different awarding agencies. Language Skills: Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to top management, public groups, and/or boards of directors.Mathematic Skills: Ability to work with mathematical concepts. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.Reasoning Ability: Ability to define problems, collects data, establishes facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. CompetenciesTo perform the job successfully an individual should demonstrate the following competencies. Problem Solving and Innovation: Works well alone and in groups to identify and resolve problems in a timely manner; Meets challenges with resourcefulness and generates suggestions for improving work; Exhibits sound and accurate judgment.Organizational Support: Follows all policies and procedures; Supports organization's goals and values; Completes administrative tasks correctly and on time.Planning/Organizing: Uses time efficiently; sets goals and objectives; Develops realistic action plans; Completes administrative duties to facilitate accounting, payroll, and HR departments; Collaborates with Company management on special projects involving construction methods and processes to improve the safety, quality, and efficiency of the organization; Efficiently delegates, organizes or schedules personnel and their tasks.Communication: Listens and gets clarification; Responds well to questions; participates in meetings and demonstrates group discussion skills; Writes clearly and informatively; Reads and interprets written information effectively; Presents numerical data effectively.Self-Management: Assess own strengths and weaknesses; Strives to continuously build knowledge and skills; Demonstrates persistence and overcomes obstacles; Seeks increased responsibilities and volunteers readily; Shares expertise with others; Asks for and offers help when needed.Attendance/Dependability/Flexibility: Consistently at work and meetings on time; Takes responsibility for own actions; Commits to assigned hours of work to reach goals; Follows managerโ€™s directions; Keeps commitments and completes tasks on time; Ensures work responsibilities are covered when absent; Deals effectively with frequent delays, unexpected events and changes in/or approaches/methods to best fit the situation.Quality/Cost Management: Meets productivity standards and completes work in timely manner; Looks for ways to improve and promote safety and quality; Monitors own work to ensure quality, accuracy and thoroughness; conserves organizational resources.Leadership: Fosters and upholds Company values, quality, integrity, and ethics; Exhibits confidence in self and others; Inspires and motivates others to perform well; Gives appropriate recognition to others; Sets and achieves goals; Provides regular performance feedback and supports employee efforts to succeed.Interpersonal Skills/Professionalism: Focuses on solving conflict, not blaming; Maintains confidentiality; Keeps emotions under control; Reacts well under pressure; Interacts with managers and peers in a professional manner.Teamwork: Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Treats fellow employees with respect; Contributes to building a positive team spirit; Shows respect and sensitivity for others; Includes employees in planning, decision making, and process improvement. Candidates must be legally authorized to work in the United States. No Sponsorships available at this time. Apply now www.thompsonpipegroup.com
Full Time
9/4/2024
Escondido, CA 92025
(33.3 miles)
Overview: This position aids fair lending and community goals by providing mortgages for culturally diverse organizations. Originates government, conventional, nonconforming, construction, and permanent mortgage products to strategically drive diverse loan production. Leverages mortgage business opportunities through a variety of sales techniques, including outbound calling for sourced leads. Aids diverse lending and business development efforts to drive revenue aligned with the Bank's goals and objectives. Responsibilities: Sales - Accomplishes mortgage loan production goals by initiating sales calls, conducting presentations, participating in networking activities, and other sales techniques. Utilizes referral sources to create sales opportunities, solidifying relationships with bank partners and enhancing the referral process for all involved parties.Loan Processing - Interviews applicants to assess their needs, evaluate their financial position, and identify appropriate product offerings. Utilizes information to facilitate a complete and thorough loan application, prequalifying applicants, obtaining all required documents, and submitting a detailed loan application.Loan Support - Manages the progression of loans throughout the loan process. Ensures adherence to regulatory and corporate guidelines, and that quality and service standards are upheld. Provides updates and responds to client inquiries. Works closely with processing support on follow up on all necessary conditions or stipulations per investor and company requirements.Relationship Development - Establishes a rapport with clients to identify business needs and leverage sales opportunities. Builds and maintains a strong network with both internal and external referral sources. Qualifications: Bachelor's Degree and 2 years of experience in Mortgage Origination OR High School Diploma or GED and 6 years of experience in Mortgage OriginationLicense or Certification Type: Must complete federal registration and annual renewal as required by the SAFE Act RequiredSkill(s): Proven track record in financial product sales. , Demonstrate strong relationship management skills.The base pay for this position is generally between $16 and $17 per hour. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.First Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be bound here: https://jobs.firstcitizens.com/benefits
Full Time
10/1/2024
Oceanside, CA 92058
(42.8 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
9/3/2024
Rancho Santa Margarita, CA 92688
(26.7 miles)
Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.The successful candidate will demonstrate:Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolution Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following:Engaging customers in conversation to understand their banking needs and preferencesProcessing transactions accurately and efficientlyProviding assistance with account servicing needsFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications: High School Diploma or GED and 6 months customer service experience, cash handlingPreferred Area of Experience: Sales, previous banking is strongly preferredSkill(s): Financial literacy, Knowledge of retail banking products and servicesThe base pay for this position is generally between $17.96 and $26.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits
Full Time
10/1/2024
Irvine, CA 92618
(34.6 miles)
Overview: Are you a people person Be a First Citizens person. Join our branch team and make a difference.As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller transactions and other customer service requests. Facilitates customer awareness and education of bank capabilities, tools and resources. Responsible for identifying and referring sales opportunities to the appropriate bank partner. This position supports the sales efforts of a branch team.A successful candidate will demonstrate: Management Skills: Capable of managing and developing members on a team to ensure operational soundnessCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technology and can effectively relay those changes to the teamTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to support direct reports in daily tasksInfluence: Capable of building rapport with different personalities to drive positive resultsAgility: Able to process information and move quickly through problem resolutionCommunication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation with different audiences Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following:Operational oversight for a branch location, ensuring compliance with all branch operations policy and proceduresResearch and resolve transaction/cash discrepanciesHiring, supervision, and performance management of service line associatesProcessing transactions accurately and efficientlyFacilitating customer awareness and education of bank services, including digital banking capabilitiesIntroducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs Qualifications: Bachelor's Degree and 1 years of experience in Financial services, customer service, bank operations, or branch operations managementORHigh School Diploma or GED and 5 years of experience in Financial services, customer service, bank operations, or branch operations managementPreferred Area of Experience: Bank Management or Bank supervisory experienceSkill(s): Financial literacy, Knowledge of retail banking products and services, Operations managementThe base pay for this position is generally between $24.21 and $36.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.
Full Time
9/6/2024
Chino Hills, CA 91709
(42.8 miles)
Overview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Services Representative at First Citizens Bank, you will be responsible for supporting sales and service delivery in the branch. You will build and expand banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services; as well as identifying and referring sales opportunities to the appropriate bank partner. Responsibilities: Marketing ResponsibilitiesSales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank.Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Qualifications: Bachelor's degree with a minimum of 1 year experience in a sales, customer service, and financial services sales role- Or -High school diploma or GED with a minimum of 5 years experience in a sales, customer service, and financial services sales role.Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and servicesThe base pay for this position is generally between $23.67 and $33.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.
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