9 Client Relations Manager jobs in Santa Ana
Sr Customer Relationship Officer - Downey
Posted today
Job Viewed
Job Description
**BANC OF CALIFORNIA AND YOUR CAREER**
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
**THE OPPORTUNITY**
Senior Customer Relationship Officers are primarily responsible for coaching and training the Teller team to process transactions accurately, efficiently, and in accordance with established policies and procedures. Senior Customer Relationship Officers create a positive team environment in Branch Banking by modeling excellent customer service, and coach Tellers by using in-depth policy and procedure knowledge to handle more complex transactions and issues. May step in as a team leader when needed. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
**HOW YOU'LL MAKE A DIFFERENCE**
+ Provide support to the Branch Operations Manager with Teller supervision by coaching and mentoring performance relative to losses, differences, and mitigating risk. When appropriate, assist with coaching for improved performance.
+ Approve customer and Bank transactions within established limits, including Cashier's Checks, wire transfers and deposit processing.
+ Ensure training and review of banking policies and procedures are implemented within staff.
+ Contribute significantly to the branch's overall audit and certification results.
+ Ensure branch security including the security and accountability of all cash and negotiable items. Maintain appropriate branch and ATM cash limits
+ Have a knowledge of new accounts and be a reliable back-up. This requires handling all facets of new accounts, including opening accounts, superseding accounts and research projects.
+ Respond to emails, calls and other requests from back-office Operations and other business units.
+ Identify customer needs and refer financial products and services.
+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
+ Performs other duties and projects as assigned.
**WHAT YOU'LL BRING**
+ Minimum four years of recent experience in branch operations is required, including at least 1 year new accounts experience is preferred
+ High School Diploma or equivalent is required
+ Solid understanding of Treasury Management including wire procedures and policies is required
+ Mastery of all key branch systems; basic end-user knowledge of Word and Excel is required
+ Detailed and accurate with ability to organize and prioritize; resourceful and reliable; solutions-oriented; draws on broad experience to effectively handle multiple functions at the same time including the ability to understand when and to whom to escalate is required
+ Ability to manage increased complexity of staff or client relationship management, depending on branch size is required
+ Ability to step in as a team leader when needed is required
+ Models excellent client service and client relationships; ability to ensure client needs are fully resolved and can work through complex issues is required
+ Responsive; establishes and maintains relationships internally and externally by understanding needs; can resolve many different issues and de-escalate situations, while knowing who to bring in when needed; can guide and support tellers in client resolution questions is required
+ Engages, influences, and guides others reliable, credible, confident manner; ability to effectively interact with internal partners and high-touch clients is required
+ Takes responsibility and initiative to learn and grow; stays current on all new products, technology, and procedures and other coming changes is required
+ Knows what action to take and able to problem solve without extensive direction and is effective across multiple concurrent tasks is required
+ Accountable for handling appropriate level of risk and making decisions appropriate to level is required
**HOW WE'LL SUPPORT YOU**
+ **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
+ **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
+ **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
+ **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off.
+ **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
**SALARY RANGE**
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
Know Your Customer Relationship Officer
Posted 17 days ago
Job Viewed
Job Description
As a Know Your Customer Relationship Officer within the Commercial and Investment Banking Know Your Customer (KYC) Organization, you will be responsible for managing the timely completion of the KYC process by coordinating with internal partners and obtaining required information from clients. You will support KYC periodic renewal, remediation and onboarding efforts for the client relationships that you cover. This role provides an opportunity to work in a global financial services firm and contribute to its commitment to providing comprehensive financial services.
Job Responsibilities:
- Cultivate client and partner relationships with a consultative approach, ensuring clear expectations and understanding.
- Take ownership of the KYC/AML and client experience, delivering exceptional service and expertise.
- Guarantee the fulfillment of KYC/AML deliverables, holding internal partners accountable for their roles.
- Maintain a deep understanding of KYC/AML processes, adeptly navigating delays and inefficiencies.
- Mitigate operational risks through vigilant awareness and proactive management of process vulnerabilities.
- Escalate risk items appropriately and drive resolutions to closure with determination.
- Effectively manage client risk by supporting bankers in the client selection process.
- Independently oversee the renewal cycle of DDFs, collaborating seamlessly with Relationship Management partners.
- Ensure timely portfolio management while upholding high standards of quality and excellence.
Required qualifications, capabilities and skills:
- Proficient in identifying AML risks with a comprehensive understanding of AML/KYC policies.
- Exceptional verbal and written communication skills that convey clarity and professionalism.
- Outstanding time management and organizational abilities, ensuring efficiency and productivity.
- Highly developed analytical and problem-solving skills, adept at tackling complex challenges.
Preferred qualifications, capabilities and skills:
- Bachelor's degree required.
- Minimum 2 years of experience in AML/KYC, Risk Management, Security, or Law Enforcement, focusing on fraud and illicit money movement.
- Preferably experienced in financial services, especially Corporate/Commercial Banking.
- Familiarity with risk factors affecting specific products and industries.
- Skilled at multitasking and effectively utilizing internal resources.
- Strong attention to detail and client-centric approach, able to collaborate with diverse teams and client coverage.
- Self-driven and adaptable, thriving in dynamic environments, with experience in credit training or underwriting and managing complex client relationships.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Please note this role is not eligible for employer immigration sponsorship.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Irvine,CA $68,640.00 - $87,500.00
Know Your Customer Relationship Officer
Posted 23 days ago
Job Viewed
Job Description
As a Wholesale Know Your Customer (KYC) Officer within our Compliance Team, you will work closely with Bankers and AML/KYC Operations to ensure all client KYC records adhere to strict regulatory standards. Your role is crucial in ensuring the high-quality and timely completion of due diligence requirements at both the inception and renewal of client relationships. You will be part of a team that is dedicated to excellence and compliance in every client interaction.
Job Responsibilities:
- Consultatively manage client and partner expectations and understanding.
- Take ownership of the KYC/AML and client experience.
- Ensure KYC/AML deliverables are met, holding internal partners accountable.
- Maintain a thorough understanding of KYC/AML processes, addressing delays and inefficiencies.
- Effectively manage operational risk by maintaining diligent awareness of process risks.
- Escalate risk items appropriately and drive issues to resolution.
- Support bankers in the client selection process to effectively manage client risk.
- Independently oversee the renewal cycle of Due Diligence Forms in partnership with Relationship Management.
- Be accountable for timely portfolio management while upholding quality standards.
Required qualifications, capabilities and skills:
- BA/BS degree or equivalent work experience in financial services.
- Ability to properly identify AML risks and apply the AML/KYC policy concepts.
- Strong verbal and written communication skills.
- Excellent time management and organizational skills.
- Strong analytical and problem-solving skills.
- Willingness to travel as needed (less than 25%) to support various client coverage teams.
Preferred qualifications, capabilities and skills:
- Working knowledge of risk factors that may impact specific products and industries.
- Ability to multi-task effectively and leverage internal resources.
- Excellent attention to detail.
- Strong client focus and ability to partner with various internal groups.
- Independent, self-motivated with an ability to adapt and be flexible in a team environment.
- Previous credit training or underwriting experience.
- Ability to navigate client relationships and product usage.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Irvine,CA $75,050.00 - $107,000.00 / year
Sr Customer Relationship Officer - Long Beach
Posted today
Job Viewed
Job Description
**BANC OF CALIFORNIA AND YOUR CAREER**
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
**THE OPPORTUNITY**
Senior Customer Relationship Officers are primarily responsible for coaching and training the Teller team to process transactions accurately, efficiently, and in accordance with established policies and procedures. Senior Customer Relationship Officers create a positive team environment in Branch Banking by modeling excellent customer service, and coach Tellers by using in-depth policy and procedure knowledge to handle more complex transactions and issues. May step in as a team leader when needed. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
**HOW YOU'LL MAKE A DIFFERENCE**
+ Provide support to the Branch Operations Manager with Teller supervision by coaching and mentoring performance relative to losses, differences, and mitigating risk. When appropriate, assist with coaching for improved performance.
+ Approve customer and Bank transactions within established limits, including Cashier's Checks, wire transfers and deposit processing.
+ Ensure training and review of banking policies and procedures are implemented within staff.
+ Contribute significantly to the branch's overall audit and certification results.
+ Ensure branch security including the security and accountability of all cash and negotiable items. Maintain appropriate branch and ATM cash limits
+ Have a knowledge of new accounts and be a reliable back-up. This requires handling all facets of new accounts, including opening accounts, superseding accounts and research projects.
+ Respond to emails, calls and other requests from back-office Operations and other business units.
+ Identify customer needs and refer financial products and services.
+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
+ Performs other duties and projects as assigned.
**WHAT YOU'LL BRING**
+ Minimum four years of recent experience in branch operations is required, including at least 1 year new accounts experience is preferred
+ High School Diploma or equivalent is required
+ Solid understanding of Treasury Management including wire procedures and policies is required
+ Mastery of all key branch systems; basic end-user knowledge of Word and Excel is required
+ Detailed and accurate with ability to organize and prioritize; resourceful and reliable; solutions-oriented; draws on broad experience to effectively handle multiple functions at the same time including the ability to understand when and to whom to escalate is required
+ Ability to manage increased complexity of staff or client relationship management, depending on branch size is required
+ Ability to step in as a team leader when needed is required
+ Models excellent client service and client relationships; ability to ensure client needs are fully resolved and can work through complex issues is required
+ Responsive; establishes and maintains relationships internally and externally by understanding needs; can resolve many different issues and de-escalate situations, while knowing who to bring in when needed; can guide and support tellers in client resolution questions is required
+ Engages, influences, and guides others reliable, credible, confident manner; ability to effectively interact with internal partners and high-touch clients is required
+ Takes responsibility and initiative to learn and grow; stays current on all new products, technology, and procedures and other coming changes is required
+ Knows what action to take and able to problem solve without extensive direction and is effective across multiple concurrent tasks is required
+ Accountable for handling appropriate level of risk and making decisions appropriate to level is required
**HOW WE'LL SUPPORT YOU**
+ **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
+ **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
+ **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
+ **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off.
+ **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
**SALARY RANGE**
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
Sr Customer Relationship Officer - Long Beach
Posted today
Job Viewed
Job Description
**BANC OF CALIFORNIA AND YOUR CAREER**
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
**THE OPPORTUNITY**
Senior Customer Relationship Officers are primarily responsible for coaching and training the Teller team to process transactions accurately, efficiently, and in accordance with established policies and procedures. Senior Customer Relationship Officers create a positive team environment in Branch Banking by modeling excellent customer service, and coach Tellers by using in-depth policy and procedure knowledge to handle more complex transactions and issues. May step in as a team leader when needed. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
**HOW YOU'LL MAKE A DIFFERENCE**
+ Provide support to the Branch Operations Manager with Teller supervision by coaching and mentoring performance relative to losses, differences, and mitigating risk. When appropriate, assist with coaching for improved performance.
+ Approve customer and Bank transactions within established limits, including Cashier's Checks, wire transfers and deposit processing.
+ Ensure training and review of banking policies and procedures are implemented within staff.
+ Contribute significantly to the branch's overall audit and certification results.
+ Ensure branch security including the security and accountability of all cash and negotiable items. Maintain appropriate branch and ATM cash limits
+ Have a knowledge of new accounts and be a reliable back-up. This requires handling all facets of new accounts, including opening accounts, superseding accounts and research projects.
+ Respond to emails, calls and other requests from back-office Operations and other business units.
+ Identify customer needs and refer financial products and services.
+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
+ Performs other duties and projects as assigned.
**WHAT YOU'LL BRING**
+ Minimum four years of recent experience in branch operations is required, including at least 1 year new accounts experience is preferred
+ High School Diploma or equivalent is required
+ Solid understanding of Treasury Management including wire procedures and policies is required
+ Mastery of all key branch systems; basic end-user knowledge of Word and Excel is required
+ Detailed and accurate with ability to organize and prioritize; resourceful and reliable; solutions-oriented; draws on broad experience to effectively handle multiple functions at the same time including the ability to understand when and to whom to escalate is required
+ Ability to manage increased complexity of staff or client relationship management, depending on branch size is required
+ Ability to step in as a team leader when needed is required
+ Models excellent client service and client relationships; ability to ensure client needs are fully resolved and can work through complex issues is required
+ Responsive; establishes and maintains relationships internally and externally by understanding needs; can resolve many different issues and de-escalate situations, while knowing who to bring in when needed; can guide and support tellers in client resolution questions is required
+ Engages, influences, and guides others reliable, credible, confident manner; ability to effectively interact with internal partners and high-touch clients is required
+ Takes responsibility and initiative to learn and grow; stays current on all new products, technology, and procedures and other coming changes is required
+ Knows what action to take and able to problem solve without extensive direction and is effective across multiple concurrent tasks is required
+ Accountable for handling appropriate level of risk and making decisions appropriate to level is required
**HOW WE'LL SUPPORT YOU**
+ **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
+ **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
+ **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
+ **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off.
+ **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
**SALARY RANGE**
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
Account Management Associate
Posted today
Job Viewed
Job Description
As an Account Management Associate at Zymo Research, you will play a pivotal role in our business development department, reporting directly to the MiDOG CEO. Your role involves generating networked leads, servicing marketing leads, and boosting sales for MiDOG's cutting-edge diagnostic tool, the All-in-One Test. We seek a qualified candidate with a passion for science and healthcare combined with an entrepreneurial spirit driven by achievement. Your efforts will guarantee the delivery of top-notch results for customers passionate about infectious disease testing for all animals.
Essential Duties and Responsibilities:
- Learn, promote, and evangelize assorted microbiome-focused MiDOG products and services.
- Educate clients on the benefits of NGS-based diagnostics for their clinical cases in veterinary medicine.
- Develop a deep understanding of MiDOG's diagnostic capabilities, especially how it compares to other offerings on the market.
- Work with business intelligence, marketing, and business development teams to identify and engage prospects and take advantage of emerging opportunities.
- Engage with existing customers regularly via phone, email, and in-person.
- Develop strong relationships with clients to maintain an ongoing influx of business opportunities.
- Partner with product and services teams to understand offerings thoroughly and provide customer feedback to assist in future innovation.
- Present engaging, educational, and informative product presentations to clients if needed.
- Maintain internal databases (e.g., NetSuite, CRM 'Monday') with customer information.
- Generate, prepare, and present professional and accurate account management reports.
- Monitor industry trends and market changes.
- Perform regular check-ins with customers to gauge their satisfaction and anticipate future needs.
- Provide customer feedback to research teams to assist in future sample collection and diagnostic innovation.
- 1-2+ years of experience in Customer Service, Account Management, Technical Support, or sales preferably in veterinary/pharma or a related industry.
- Strong oral and written communication skills, with a customer-first mindset.
- A self-starter with excellent organizational and problem-solving skills.
- Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).
- A Bachelor degree in Sciences is encouraged.
- An eagerness to learn and a passion for delivering exceptional customer experiences.
- Experience with NetSuite software is a plus.
About Us:
Since its inception in 1994, Zymo Research has been proudly serving the scientific community by providing innovative, reliable, and high-quality research tools and products. Whether it's DNA, RNA, epigenetics, microbiomics, protein, or yeast-based research, our philosophy remains the same: To provide the highest quality products in the industry while ensuring they are both simple to use and reliable in their performance.
Recognized as a Top Workplace by the Orange County Register in 2021, 2022, and named a Top Workplace USA in 2023, Zymo Research continues to be a vibrant community where employees thrive, feel connected, and are inspired by their work. If you are passionate about contributing to scientific advancement and want to be part of an exceptional team in a dynamic, growing company, we'd love to hear from you!
Compensation:
The estimated base compensation range for this position is $68,640 - $70,000 per annum at the time of posting. Actual compensation details will be provided in writing at the time of offer, if applicable, and is based on several factors we believe fairly and accurately impact compensation, including geographic location, experience, knowledge, skills, abilities, and other job permitted factors.
Equal Employment Opportunity Employer:
Zymo Research welcomes candidates of all backgrounds. These include sex, age, color, race, religion, marital status, national origin, ancestry, sexual orientation, gender, gender identity, gender expression, physical & mental disability, medical condition, genetic information, military and veteran status, or any other protected status as defined by federal, state, or local law.
Location:
Onsite - Bentley Cir. Tustin, CA 92780
Director of Account Management
Posted today
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Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.Our Newest Opportunity: Summary:The Manager of the Account Management is responsible for leading the team including: handling performance reviews and performance improvement plans, case load distribution, budgeting for future growth of the team and managing escalated service issues.Essential Duties and Responsibilities:Manage performance reviews and improvement plansManage quarterly bonuses for the teamAssign and/or re-distribute client accounts to the teamBudgeting new hires and interview/source new talent as neededServe as department manager for escalated issues with client and carriersDevelop training processes and service templatesAttend client meetings as neededQualifications, Skills and Requirements:Strong attention to detailStrong verbal and written communication skillsAbility to work independently as well as in a team environmentStrong organizational skillsPositive attitudeAbility to thrive in fast-paced environmentStrong analytical and problem solving skillsAbility to establish and maintain collaborative working relationships with others of all levelsAbility to maintain a high level of confidentialityAbility to work with clients and partners at a strategic levelServant leadership mentalityEducation, Training and Experience:5+ years insurance industry experience, required;Bachelor's degree, preferred;5 + years of Management / Leadership experience, preferred;5+ years of customer service experience, required;Experience with Microsoft Suite, required;Life and Health License; required.The typical base pay range for this role nationwide is ($ to $) per (hour/year).Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.To learn more, visit: is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:City and County of San FrancsicoCity of Los AngelesCounty of Los AngelesEmployment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry (or 'ban the box') laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.In short, we believe in hiring the most qualified applicant for the position, regardless of background.If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence (AI) technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.Thank you for your interest in joining the OneDigital team!
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Senior Account Manager, Management Liability Irvine, CA
Posted 9 days ago
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Senior Account Manager, Management Liability Irvine, CA Who We Are Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward. We believe in supporting the whole lives and careers of our employees. That’s why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish. As an employee-owned company, we build toward the next decade, not just the next quarter. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. At Woodruff Sawyer, you own your future . How We Work We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week. All roles are hybrid unless otherwise indicated on the job post. Find our office locations here. About the Role Senior Account Managers provide service to and manage the largest and most complex accounts. They are responsible for strategizing with Producers and Account Executives, managing a smooth insurance placement process from start to finish, staying current with the latest market changes and trends, as well as providing technical support and expertise to clients. The ideal candidate is a great communicator, with excellent written and verbal communication skills. Clear communication is key as you will be working with and building relationships with people across diverse disciplines. In addition, the candidate must be highly organized, confident, energetic and detail oriented. What You’ll Do Develop and cultivate long-term strategic relationships with a portfolio of clients Support relationship management efforts of Account Executives and Client Relationship Directors Analyze carrier quotes and coverage offerings and negotiate terms with carriers to provide the best recommendations to clients Field daily client questions and delegate administrative tasks to assigned Account Coordinators and Representatives Complete all account management and renewal tasks Develop specifications, securing underwriting information, analyzing existing coverages and making coverage comparisons Deliver client service in the absence of an Account Executive Support execution of client account strategy This job is for you if… You have a diligent understanding of business insight and development You have a motivating, inspiring, and positive demeanor towards achieving goals You love establishing relationships. Even your toughest client/coworker interactions are handled with tact and professionalism You’re a forward-thinking learner with excellent judgment. You know when to problem solve on your own and when to raise to management You’re phenomenal with task management and prioritization You are a great teammate. You’re willing to provide backup when others need your help and give to a positive and respectful work environment. You are confident in your communication. You can purposefully exchange ideas and thoughts, as well as optimally resolve conflict. Experience & Qualifications 7+ years of related insurance brokerage experience Proficient with Microsoft Excel, Word, PowerPoint, and Outlook College degree preferred, high school diploma or equivalent required Exceptional communication skills, both verbal and written Broker’s license required to be obtained during onboarding period Required to obtain the applicable insurance license(s) within 90 days of date of hire Valid Driver’s license and reliable transportation required Previous supervisory, training and/or formal mentoring experience desirable More About Us Compensation: Anticipated salary between $86,250 – $143,750. Salary offered will be dependent upon geography, experience, and expertise of the candidate. This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance. Our Benefits Include Medical, Dental, and Vision coverage 401k Retirement Plan with company match Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing Paid vacation, holidays, and sick days Life Insurance, Short-term, and Long-Term Disability benefits Flexible Spending Account (FSA) Wellness programs and workplace flexibility benefits Professional development and reimbursement programs Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc. Woodruff Sawyer is an Equal Opportunity Employer. Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Apply for this job #J-18808-Ljbffr
Account Executive Officer/Sr. Underwriter - Management Liability
Posted today
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Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$106,300.00 - $175,400.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Private & Non-Profit Liability team which provides financial protection private and non-profit companies. Team members work in a fast-paced environment that analyzes complex data related to financial performance, industry and economic exposures, and risk management practices Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud Expense Reimbursement.
The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource.
As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual agency sales plans that align with region/group sales plans to drive team success.
+ Train and mentor less experienced underwriters.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Five to eight years of applicable underwriting experience.
+ Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
+ Experience coaching and mentoring others.
**What is a Must Have?**
+ Four years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( ) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit .