Lead Banking Specialist II
Community Bank
Job Title
Assist with operations and service-related responsibilities while adhering to Bank policy, and work collaboratively to support the Business Financial Center's service objectives.
Essential Duties And Responsibilities
- Comply with and stay abreast of all policies and procedures, federal and state laws applicable to the job.
- Provide customer service that meets or exceeds all service levels by promoting individual and team enthusiasm and pride.
- Support customer service program objectives.
- Increase customer satisfaction by recognizing and managing difficult situations promptly.
- Provide timely resolution of customer inquiries and complaints.
- Maintain thorough product knowledge of all existing and newly introduced products, services and programs.
- Apply Bank policies to minimize losses, defalcations, and service representative differences.
- Implement monthly control and timely submission of Center reports.
- Generally assist Service Manager, including with respect to controlling and properly accounting for non-interest expenses, operating losses, service representative differences, overtime, and overall compensation.
- Assists with the preparation of annual performance reviews for all non-exempt associates and assists with the preparation and discovery for disciplinary action for non-exempt associates.
- Performs opening and/or closing procedures in accordance with the policy and procedures of the Bank.
- Commitment to teamwork and a focus on delivering The Citizens Experience.
- Other duties as assigned.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
Language Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone. And reach with hands and arms. The employee is occasionally required to stand, walk, and sit. The employee must occasionally lift and/or move up to 25 pounds.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Community Bank$65k - $100k
...Avidbank is a $2.6 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond. We are a highly... ...in Redwood City and San Francisco. Title of position: Fraud Specialist Position type: Full-time Pay range: $65,000 - $100,...SuggestedFull timeWork at officeLocal area- ...IT Team Lead Make Next Happen Now. For more than 30 years, The Bank has helped innovative companies and their investors move bold ideas forward, fast. The Bank provides targeted financial services and expertise through its offices in innovation centers around the world...SuggestedWork experience placementShift work
$27 - $30 per hour
Cathay Bank is seeking a Relationship Banking Officer to manage a customer portfolio in Cupertino, California. This position involves building and expanding customer relationships while cross-selling bank products to meet financial goals. The ideal candidate will require...SuggestedHourly pay$44.3k - $66.4k
...in Santa Clara, California is seeking a part-time customer service representative. The ideal candidate will guide clients through banking services, provide personal investment advice, and use analytical skills to meet customer needs. This role requires strong interpersonal...SuggestedPart time$50.03k - $65.27k
A leading financial services company in California is seeking a Universal Banker for an entry-level role focused on customer service and... ...resolving service issues, and executing transactions while adhering to bank policies. The ideal candidate should have 1-3 years of relevant...Suggested$80k - $100k
...USI INC is seeking a motivated and detail-oriented Document Control Specialist to support project teams by managing document versions and accuracy across all departments. This role requires at least 5 years of experience in a similar position and a college degree in Business...- ...The Project Specialist II is responsible for delivering and maintaining the network and hardware for external events (both consumer-facing... ...trade shows. The Specialist will to serve as the authoritative lead for telecom/IP network planning, design integrity, and OSS...For contractors
$75k - $120.75k
...breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at jnj.com . About the Role We are hiring a Complaints Specialist II - Shockwave Medical to join our team located in Santa Clara, CA . The role focuses on compliance with FDA, European MDD/MDR, and...Local areaImmediate start- Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product...Flexible hoursShift work
$250k
...and escalating, managing and reporting control issues with transparency Qualifications 0‑2 years of relevant experience Previous banking, retail, or sales experience preferred Knowledge of Smart Banking tools and technologies NMLS registration; Safe Act compliant...Full time- ...Job Description Job Description Position: Cybersecurity Lead Location: San Jose, CA (Hybrid) Type: Full-Time Company... ...products to maximize business impact for our clients in telecom, Banking, Wealth Management, product engineering and life science&...Full time
$36 - $38 per hour
WOODMONT REAL ESTATE SERVICES L P is looking for a Lead Apartment Maintenance Technician for The Birchwood Apartments in Sunnyvale, California. This full-time role involves responding to service requests and performing maintenance to ensure the property remains safe and...Hourly payFull timeFlexible hoursShift work$44.3k - $66.4k
...further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch... ...specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to...Contract workPart timeLocal areaDay shift$22 - $23.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi‑cultural professionals help guide businesses and...Weekend work- ...Job Description Job Description Job Summary The Health Care Associate II (Front Desk) serves as the first point of contact for patients, supporting registration, scheduling, payments, and administrative operations. This role ensures accurate documentation in...
- ...brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with... ...pretrial diversions or program entries. About Us Chase is a leading financial services firm, helping nearly half of America's...Part time
- Fleet Coordinator Onsite San Jose CA Scheduling and Operations: Coordinate vehicle assignments across agency units for daily operations, meetings, training, and business travel. Optimize schedules to ensure efficient resource allocation. Inspect vehicles upon return...Work at office
$40.52 - $52.4 per hour
...promote self‑healing, self‑expression, understanding, and mastery; leading patient and family‑centered care practice; delivering and... ...Music, or Play Therapy, or a directly related field. Child Life Specialist Certificate required at hire. Additional Requirements...Hourly payDaily paidWork experience placementShift work- ...s degree in Finance or Accounting and at least 3 years of experience in corporate finance roles. Responsibilities include managing banking relationships, coordinating letters of credit, and supporting insurance programs. Proficiency in Microsoft Excel and knowledge of treasury...
$88.8k - $165.6k
BMO U.S. is seeking a Bank Manager in Los Gatos, California, to support branch expansion and drive client growth. The role includes developing business strategies, managing customer relationships, and ensuring operational excellence. Ideal candidates will have 5-7 years...$40.52 - $52.4 per hour
Kaiser Permanente is seeking a Child Life Specialist to join our Santa Clara Medical Offices. This individual contributor role will focus on normalizing the environment for children undergoing medical procedures and providing necessary therapeutic support. The ideal candidate...Hourly pay$31.4 - $38.61 per hour
...Schedule : Monday - Friday, 9am-5pm Overview: The Family Specialist II trains or oversees the development of a strength-based... ...implementation and achievement of goals and outcomes. Initiates and leads groups in developing resources within the community to serve...Work at officeMonday to Friday$229.9k - $262.4k
...we are creating responsible and reliable AI systems, changing banking for good. For years, Capital One has been an industry leader in... ...applied science and engineering teams to deliver our industry leading capabilities with breakthrough product experiences and scalable...Full timePart timeLocal area$80k - $90k
...our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an Assurance Associate II, you will assist in audits, consult and communicate with leaders and client personnel to complete assurance engagements...Summer workLocal areaRemote workFlexible hours$19.45 per hour
...E Commerce Associate II Main Plant - San Jose, CA 95112 Overview Salary Range $19.45 - $19.45 Hourly Position Type Full Time... ...agency policies and procedures. Other duties as assigned by a lead or manager. Requirements Knowledge of general arithmetic (adding...Hourly payFull timeContract workWork at officeLocal areaShift work- ...exposure, structured professional development, and a clear path to future lead advisory roles. Applicants should have 2-5 years of experience in wealth management, financial planning, private banking, or related fields, with a preference for those with exposure to HNW/...
- Pacific Clinics seeks a qualified Clinician to provide comprehensive behavioral health support for children and youth facing significant challenges. The role includes conducting assessments, treatment planning, and working collaboratively in a team environment. Qualified...
$23 - $31 per hour
...relationships with customers by supporting everyday banking needs through in-branch interactions,... ...with growth. As a member of a leading financial institution, this role... ...seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the...Full timeWork experience placementMonday to FridayFlexible hours- ...Job Description Job Description Description The Customs Specialist supports customs operations execution across the Americas, ensuring accurate, compliant, and timely import, export, and in bond activities within a highly regulated medical device supply chain. This...Hourly payFull timeTemporary workLocal areaFlexible hours
$24.5 - $34.1 per hour
Applied Materials, Inc. is seeking a Process Technician in Santa Clara, CA to prepare wafers for experimentation and operate advanced equipment. The role involves operating reactors and scanning electron microscopes (SEM) for analyses. The ideal candidate will have a technical...Hourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Banking Specialist II. Be the first to apply!
- mental health specialist San Jose, CA
- instructional technology specialist San Jose, CA
- privacy specialist San Jose, CA
- assessment specialist San Jose, CA
- sourcing specialist San Jose, CA
- program specialist San Jose, CA
- title specialist San Jose, CA
- art specialist San Jose, CA
- remote outreach specialist San Jose, CA
- information technology specialist San Jose, CA


