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Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Camarillo Branch. The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day to day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with
Posted 16 days ago
Mechanics Bank is currently searching for a full time Sr. Universal Banker to join our team at our Newport Beach Branch . The Sr. Universal Banker performs the full range of new account transactions according to established procedures. Identifies and closes ethical and appropriate sales and service opportunities for Retail Banking consumer and business customers and prosp
Posted 16 days ago
Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi
Posted 16 days ago
Under supervision and following established policies and department procedures operate various fund transfers and communication computer systems as described in Essential Functions. ESSENTIAL FUNCTIONS Operate Payplus wire application and process funds transfers (incoming and outgoing). Operate SWIFT system and process various types of SWIFT messages. Input outgoing wires
Posted 16 days ago
Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the c
Posted 16 days ago
Responsible for primarily opening new accounts, cross selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional cu
Posted 16 days ago
Responsible for primarily handling teller transactions, providing operational support, cross selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as ap
Posted 16 days ago
Responsible for primarily handling teller transactions, providing operational support, cross selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as ap
Posted 16 days ago
Provides overall support for the department ensuring CRA activities are correctly qualified under the Community Reinvestment Act. Responsible for the coordination of service activities, completion of reports that monitor and track CRA service test performance. Assists with other assignments that contribute to the implementation and maintenance of an effective CRA complian
Posted 16 days ago
The Vendor Management Risk Analyst is responsible for the ongoing monitoring of vendor relationships, coordinating and facilitating vendor risk assessments, conducting and performing due diligence/quality assurance reviews, assisting with the training of relationship managers and subject matter experts, coordinating and facilitating subject matter expert reviews of vendor
Posted 16 days ago
Travel to various branches within assigned region to assist branches or work as substitute for Customer Service and Sales Manager during absences, including vacations and emergency situations. Perform all regular daily functions including supervising operations staff. May assist in preparing reports for branch pre and post audit reviews. Provide training and guidance to b
Posted 16 days ago
Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi
Posted 16 days ago
Responsible for primarily handling teller transactions, providing operational support, cross selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as ap
Posted 16 days ago
Responsible for primarily opening new accounts, cross selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional cu
Posted 16 days ago
Documentation, Closing & Funding Department is responsible for preparing commercial loan documentation in LaserPro or reviewing attorney prepared loan documents, drafting Lender's Instructions, and coordinate loan closing ensuring that all the loan documents are properly executed, and all loan terms/conditions are fulfilled and collateral perfection within allowed timefra
Posted 16 days ago
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