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United States
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Redding
17 jobs found
18.11.2025
BOA

Bank Of America Relationship Banker - Redding Area United States, California, Redding

Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Description:


This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator

1st shift (United States of America)

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18.09.2025
JPM

JPMorgan Part Time Hours Associate Banker Redding Main Branch CA United States, California, Redding

Limitless High-tech career opportunities - Expoint
Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations. Execute reporting and governance of controls, policies, issue management, and measurements, offering...
Description:

As a Tech Risk & Controls Lead in Cybersecurity and Technology Controls , you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards. You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards. We value your capabilities and contributions and encourage you to apply your deep technical expertise and problem-solving methodologies to tackle a diverse array of cybersecurity challenges that span multiple technology domains. By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will not only contribute to the reporting of a comprehensive technology risk posture and its impact on the business, but also help shape the future of cybersecurity in our organization.

Job responsibilities

  • Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
  • Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
  • Leverages tools and emerging technology to lead the execution of technical risk assessments at a large scale across the Asia Pacific technology estate of ‘last mile’ applications and in-country applications
  • Guides the evaluation of current cybersecurity principals, processes, and controls, and leads the evaluation of new technology using existing standards and frameworks
  • Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals

Required qualifications, capabilities, and skills

  • Bachelor’s Degree in Computer Science, Cybersecurity, Data Science, or related disciplines
  • 7+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on managing risk identification, assessment, and mitigation.
  • Hands-on practical experience delivering enterprise level cybersecurity solutions and controls
  • Advanced knowledge of cybersecurity architecture, applications, data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
  • Ability to tackle design and functionality problems independently with little to no oversight
  • Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
  • Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives

Preferred qualifications, capabilities, and skills

  • In-depth knowledge of the financial services industry and their IT systems
  • CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
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09.09.2025
JPM

JPMorgan Part Time hours Associate Banker North Sacramento Redding CA United States, California, Redding

Limitless High-tech career opportunities - Expoint
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...
Description:
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.
Job Responsibilities
  • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
  • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
  • Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
  • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
  • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
  • Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
  • Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
  • Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
  • Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
  • Ability to quickly and accurately learn products, services, and procedures.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offerdiversions or program entries.

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27.08.2025
WF

Wells Fargo Relationship Banker Northern Valley District Redding United States, California, Redding

Limitless High-tech career opportunities - Expoint
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer- coaching
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

Locations:

  • 1515 Pine Street, Redding, CA 96001
  • 555 Walnut Street, Red Bluff, CA 96080
  • Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting.

Pay Range

$25.00 - $38.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

26 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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19.08.2025
JPM

JPMorgan Part Time Hours Associate Banker Redding Main Branch CA United States, California, Redding

Limitless High-tech career opportunities - Expoint
Strategic Control and Team Vision: architect and implement a best in class control model for the organization. Lead junior talent by managing book of work, trainings and develop a mindset...
Description:

As a Vice President in the Treasury Chief Investment Office Controls team, you will join the CTMO Strategy and Controls team responsible for designing, implementing, and managing a comprehensive control environment for the team, ensuring operational excellence and regulatory compliance across global operations. You will focus on strategic team management, operating model and controls, stakeholder management, management of regulatory requests and internal audit, process improvement, and sustainability.

Job responsibilities:

  • Strategic Control and Team Vision: architect and implement a best in class control model for the organization. Lead junior talent by managing book of work, trainings and develop a mindset of operational excellence
  • Operating Model and Controls: design, implement and maintain consistent and streamlined operating models and controls across the global team and across risk stripes. Review and assess current control frameworks. Partner with CTMO stakeholders across the globe to ensure consistency of operations and strength of controls.
  • Stakeholder Management: manage relationships across internal stakeholders including LOBs, Policy, Strategy and Risk. Lead regular touchpoints to review ongoing performance of reporting, and the support of adhoc requests. Compile metrics, synthesize key themes and present updates to senior management for review & escalation as required.
  • Management of Regulatory Requests and Internal Audit - Interface with risk and control, internal auditors and CTMO team leads to satisfy internal and external control requirements. Collaborate with BAU teams to own and remediate Action Plans (formally documented control gaps) specific to operating model enhancements – includes partnering with BAU team to design & implement sustainable processes whilst minimizing operational risk. Collaborate with strategy and risk teams to comply with regulatory exams and requests.
  • Process Improvement: enhance and redesign existing processes to increase efficiencies and reduce operational risk.
  • Sustainability: support ongoing periodic recertifications to meet audit and regulatory requirements, maintaining comprehensive documentation

Qualifications, capabilities and skills:

  • 6+ years’ experience preferably in project management related roles
  • Strong independent analysis and research skills with limited oversight
  • Requires attention to detail to ensure consistency across processes and submissions
  • Knowledge of or willingness to learn Microsoft Office software (Teams, Sharepoint etc.) and Atlassian product suite (Confluence, JIRA etc.)
  • Bachelor’s degree in liberal arts or a quantitative field, or relevant experience
  • Excels in critical thinking, investigative problem-solving and autonomous decision-making
  • Excellent writing and communication skills, including the ability to understand and distill information from multiple sources into concise messaging for senior management
  • Proficiency in organizing complex information strategically with expertise in Excel, Lucid, and PowerPoint techniques
  • Experience in project management and delivering of key work streams and tasks
  • Collaboration skills to effectively engage with diverse teams and management levels – fostering communication and partnership
  • Strong time management, planning, and organizational skills, with the ability to multitask, in order to handle a variety of different responsibilities at the same time and bring tasks to closure
  • Strong analytical skills including proficiency in Excel. Alteryx and Tableau are a plus
  • Understanding of interest rate risk principals, funds transfer pricing, and regulatory liquidity reports is a plus
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13.08.2025
BOA

Bank Of America Advisor Development Program - Financial Solutions United States, California, Redding

Limitless High-tech career opportunities - Expoint
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are...
Description:

Job Description:

Merrill 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.

Job Description:

As a
Financial Solutions Advisor within the centralized segment of the Advisor Development Program,your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.

The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.

During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.

We’ll help you

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from Academy managers who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
  • Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to

  • Unlimited potential for financial growth.
  • A strong referral base from across the business through our relationship with one in every two households.
  • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
  • Robust marketing support to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
  • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

We’re a culture that

  • Believes in responsible growth and has a proven dedication to supporting the communities we serve.
  • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
  • Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
  • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required Qualifications:

  • Displays confidence working in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA

1st shift (United States of America)

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05.07.2025
J

Jacobs Project Manager - Undergrounding Program Chico Area United States, California, Redding

Limitless High-tech career opportunities - Expoint
Create and maintain project plans — define activities, work breakdown structures, predecessors, successors, resources, and baselines. Prepare business cases, contingency releases, and manage project budgets within established project governance rules....
Description:
Your impact

Responsibilities:

· Create and maintain project plans — define activities, work breakdown structures, predecessors, successors, resources, and baselines

· Prepare business cases, contingency releases, and manage project budgets within established project governance rules

· Develop, monitor, and update cash flow projections

· Ensure project scope control and documentation is maintained

· Analyze and report on variances for project cost and schedule

· Create and maintain Excel spreadsheets for reporting and analysis

· Measure the progress of activities and milestones in project plans

· Lead meetings for project scoping, constructability review, design review, competitive bid, construction inspection, commissioning, and as-built incorporation.

· Negotiate and execute contracts, process change orders and report actual costs

· Drive consensus, communicate responsibilities, and ensure ownership and accountability

· Arbitrate and resolve conflicts within the project

· Manage change control, involving project sponsor and stakeholders

· Conduct design and drawing reviews on-site with various project stakeholders to identify and mitigate any issues and challenges identified during this process

· Prepare and present timely and actionable status updates

· Facilitate focused and cross-functional meetings and calls

· Draft and communicate meeting minutes, risk registers, decision logs and status reports

· Represent the client to government agencies and make presentations to senior management and stakeholders

· Work with various government entities in submitting and obtaining permit approvals

· Interact with customers concerning land rights

· Lead the project team in identifying, tracking, and mitigating risks, issues, and opportunities

· Escalate risks and issues in order to keep projects on schedule and on budget

· Identify and communicate lessons learned and incorporate into projects as best practices

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Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Description:


This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator

1st shift (United States of America)

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