Top 40 Financial services Jobs in Tulare, Ca

Business Banker
Mission Bank —Visalia, CA
- $61,743 - $75,000 a year
- Full-time
- Word processing
- Computer literacy
- Basic math
- Paid holidays
- Disability insurance
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Mortgage Loan Officer
US Mortgage Corporation —California
- $50,000 - $203,178 a year
- Full-time
- Remote
- Background check
- Customer service
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Loan Officer Trainee
Golden State Farm Credit —Hanford, CA
- $63,472 - $95,754 a year
- Up to 50% travel
- English
- Office
1d
Senior Business Development Manager Ericsson Mobile Financial Services
Ericsson —Visalia, CA
- $149,600 - $202,650 a year
- 8 hour shift
- Hybrid work
- Up to 50% travel
- Office
- 8 years
- Paid parental leave
- AD&D insurance
Business Relationship Manager
WESTAMERICA BANK —Hanford, CA
- $70,304.00 - $71,694.59 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Sales Agent / Financial Professional
New York Life - Fresno —Visalia, CA
- Part-time
- Background check
- Sales
- Computer literacy
- Paid training
- Disability insurance
Quick Apply
Local Financial Advisor at Exeter, CA location
HARVEST WEALTH GROUP —Exeter, CA
- $85,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Wealth Relationship Manager - Hanford
Citi —Hanford, CA
- $78 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Disability insurance
Remote Mortgage Loan Officer Build Your Book With Real Support
Satori Mortgage —Visalia, CA
- $50,000 - $250,000 a year
- Full-time
- Remote
- Google Workspace
- 11+ years
- Business development
- Opportunities for advancement
- Flexible schedule
Quick Apply
Corporate Leadership Position - Fast Track Management
New York Life - Fresno —Visalia, CA
- Full-time
- Background check
- Management
- Customer service
- Health savings account
- AD&D insurance
Quick Apply
Loan Officer
Panorama Mortgage Group LLC —Visalia, CA
- Full-time
- Spanish
- English
- Mid-level
Quick Apply
VP, Loan Officer
Golden State Farm Credit —Hanford, CA
- $97,454 - $151,095 a year
- Up to 50% travel
- 5 years
- English
1d
Loan Officer or Senior Loan Officer
Golden State Farm Credit —Kingsburg, CA
- $78,521 - $134,590 a year
- Up to 50% travel
- English
- Mid-level
1d
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Mortgage Loan Officer | National Lender | Remote
Leadling —United States
- $100,000 - $300,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
Quick Apply
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Financial Services Professional
New York Life —Dublin, OH
You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8…
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Financial Representative
Modern Woodmen Fraternal Financial —Columbus, OH
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financial services jobs near tulare, ca

Business Banker

Mission Bank -
Visalia, CA

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Job Details

Full-time
$61,743 - $75,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
Opportunities for advancement

Qualifications

Computer operation
Customer communication
Word processing
Computer literacy
Spreadsheets
Driver's License
Desktop applications
Productivity software

Full Job Description

Job Description:

Shift: First Shift

The Business Banker position has a wide variety of responsibilities and duties: These include: Thorough knowledge of the Bank's products and services including Treasury Management. Calls on potential or existing customers to develop new business and increase or retain existing business relationships. Opens and processes all types of new accounts and assists customers in choosing appropriate types of accounts and other services; Accepts retail and commercial checking and savings deposits, processes loan payments, cashes checks and savings withdrawals; Promotes business for the Bank by maintaining customer relationships; Provides superior specialized service to our customers for problem resolution, information, and account servicing; Ensures compliance with all federal and state laws and regulations; Helps maintain Business Banking Center security.

Interviews customers to obtain information; promotes and recommends Bank's products and services by using professional sales techniques to assist customers in their selections to meet their needs.
Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.
Expert knowledge of Treasury Management products and services. Ability to sell all Treasury Management products independently.
Maintain and establish a customer base acting as customer advisor and take full ownership of the customers' relationship.
5. Proactively looks to expand client base by cultivating referral relationships, participating in networking functions, soliciting/telemarketing target market clients/prospects and building a book of business in the local community.
Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues.
Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Receives and processes stop payment and hold orders.
Cashes checks, savings withdrawals, make cash advances, and accepts loan, installment and collection payments. Confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing.
Issues official checks, money orders, traveler's checks and savings bond applications.
Balances cash differences as it relates to general ledger accounts and Business Banking Center cash totals.
Records, files, microfilms, updates information, prepares wire transfers and sorts mail or reports as required.
Gathers data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)
Processes address changes, check and deposit slip orders, endorsement stamp orders, ATM deposits, incoming and outgoing collections, incoming and outgoing wires, credit ratings, certifications, change orders and deposit slip corrections. Debit card orders and maintenance.
Processes statements, renewal notices, and interest payments for IRA and certificate of deposit accounts.
May assist in opening and closing the vault daily; prepares and processes incoming and outgoing shipments; and assists in balancing vault currency and coin. Adheres to cash control, cash limits, key control, opening and closing procedures, loss prevention and liability and other security issues as presented in the Security Manual.
Gathers data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)
Records, files, scans, updates information, prepares wire transfers and sorts mail or r

Target Compensation: $61,743 - $75,000 annual, depending on experience
Experience and Skills:

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines and assignment of specific duties.

Desired Requirements

Intermediate experience, knowledge and training in Business Banking Center operation activities, terminology and products and services.
Intermediate knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.

Minimum Requirements

Project a businesslike professionalism to the client in both appearance and manner.
Possess a strong customer service orientation, and a willingness to place the customer first.
Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
Basic skills in computer terminal and personal computer operation; and word processing and spreadsheet software.
Ability to work with minimal supervision while performing duties.
Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Job Benefits:

401K, Competitive Medical, PPO, HMO, Vision, Dental, Short- and long-term disability, 11 paid federal holidays

Mission Bank is an Equal Opportunity Employer and with opportunities for advancement. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories.

EEO is the law - Click here for more information.

From: Mission Bank

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Refine Your Search

financial services jobs in tulare, ca

Business Banker

Mortgage Loan Officer

Loan Officer Trainee

Senior Business Development Manager Ericsson Mobile Financial Services

Business Relationship Manager

Sales Agent / Financial Professional

Local Financial Advisor at Exeter, CA location

Wealth Relationship Manager - Hanford

Remote Mortgage Loan Officer Build Your Book With Real Support

Corporate Leadership Position - Fast Track Management

Loan Officer

VP, Loan Officer

Loan Officer or Senior Loan Officer

Remote Financial Advisor

Mortgage Loan Officer | National Lender | Remote

Regional Vice President of Sales (Northeast)

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