Top 28 Bank of marin Jobs

Client Services Officer - WMT (Wealth Management)
BANK OF MARIN —Novato, CA
- $30.61 - $41.31 an hour
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
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Security & Facilities Coordinator
BANK OF MARIN —Novato, CA
- $22.85 - $32.47 an hour
- Weekends as needed
- Mid-level
- Office
- Administrative experience
- Health insurance
- Tuition reimbursement
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Retail Banker
BANK OF MARIN —San Rafael, CA
- $20.44 - $37.17 an hour
- Full-time
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
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Business Services Associate
BANK OF MARIN —Rancho Cordova, CA
- $23.74 - $33.72 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Tuition reimbursement
Credit Analyst - Senior
BANK OF MARIN —Napa, CA
- $37.49 - $50.59 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
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Market Manager
BANK OF MARIN —Roseville, CA
- $84,902 - $158,711 a year
- Full-time
- 7 years
- Senior level
- Health insurance
- Tuition reimbursement
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Credit Analyst
BANK OF MARIN —Novato, CA
- $31.53 - $42.55 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Operations Specialist
BANK OF MARIN —Rancho Cordova, CA
- $27.99 - $39.77 an hour
- Full-time
- 5 years
- Office
- Trade school
- Health insurance
- Tuition reimbursement
Portfolio Manager
BANK OF MARIN —San Francisco, CA
- $83,524 - $112,758 a year
- Full-time
- Mid-level
- Office
- Typing
- Health insurance
- Tuition reimbursement
Senior Relationship Manager
BANK OF MARIN —San Francisco, CA
- $155,666 - $255,718 a year
- Full-time
- Microsoft Outlook
- 5 years
- Computer literacy
- Health insurance
- Tuition reimbursement
Compliance Support Analyst
BANK OF MARIN —Novato, CA
- $27.54 - $37.17 an hour
- Full-time
- Customer service
- Research
- Mid-level
- Health insurance
- Tuition reimbursement
Loan Boarding Specialist
BANK OF MARIN —Novato, CA
- $26.74 - $36.09 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Imaging & Administrative Services Associate II
BANK OF MARIN —Novato, CA
- $22.18 - $31.52 an hour
- Full-time
- Mid-level
- Office
- Quality control
- Health insurance
- Tuition reimbursement
Loan Operations Specialist
BANK OF MARIN —Novato, CA
- $27.54 - $37.17 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
- Health insurance
- Tuition reimbursement
Senior Portfolio Manager
BANK OF MARIN —Napa, CA
- $132,845 - $185,979 a year
- Full-time
- 7 years
- Office
- Typing
- Health insurance
- Tuition reimbursement
Portfolio Manager II
BANK OF MARIN —Napa, CA
- $104,723 - $146,615 a year
- Full-time
- Mid-level
- Office
- Typing
- Health insurance
- Tuition reimbursement
Portfolio Manager - Senior I
BANK OF MARIN —Oakland, CA
- $128,976 - $180,562 a year
- Full-time
- 7 years
- Customer service
- Office
- Health insurance
- Tuition reimbursement

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Client Services Officer - WMT (Wealth Management)

BANK OF MARIN -
Novato, CA

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Job Details

Full-time
$30.61 - $41.31 an hour

Benefits

Health insurance
Tuition reimbursement
Employee stock ownership plan
Opportunities for advancement
Retirement plan

Qualifications

Estate administration
Office equipment routine maintenance
Committee work
Cash amount verification
Financial services customer support
Account maintenance
Sales
Investment operations
Spreadsheets
Filing
Client file management
Data reporting
Mid-level
Tax reporting management
Trust administration
Managing clients in a customer support role
Client invoicing
Real estate sales
Bachelor's degree
Anti-Money Laundering (AML) compliance (compliance procedures implemented)
Investment account customer support
Probate process support
Trade school
Productivity software
Account management
Balancing end-of-day transactions
Experience at securities companies
Account opening
Trust accounting
Bill payment support

Full Job Description

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal twelve years in a row, is seeking a Client Services Officer to join our Wealth Management and Trust Services team at our corporate headquarters in Novato.

In a team-oriented environment, the Client Services Officer will be responsible for assisting trust officers and relationship officers. Responsibilities will include in handling client service request activities and operational tasks on behalf of agency account clients, trustees and beneficiaries, including, but not limited to the administration of securities transactions and real property for trusts, probate and final distribution as directed by the governing document and current pertinent law. Additional duties include providing assistance to co-CSO(s) and performing the duties as back-up when absent. CSO will be responsible for multiple departmental operational and marketing tasks.

Essential Duties:

Daily balancing of all securities and cash transactions via custody bank reconciliation, Bank of Marin DDA/Trust funds Account Reconciliation.
Real Estate: Assist with management, or sale of trust owned real estate.
Assist with monthly Trust Investment Committee reviews, both Administrative and Investment.
Reconciliation of fees – monthly, quarterly and fees paid to Advisors.
Preparation of quarterly/annual Call Report.
Collect, assemble and mail quarterly commentaries/notices to clients.
Open/close accounts, Transfer of Assets (TOA -incoming), YTD tracking, maintain BSA/CIP data spreadsheets.
TOA outgoing closed account process for all closed accounts.
Resolve overdrafts, errors, loss reporting in conjunction with Director or Trust Officers.
“Tax season” – coordinates activities and tax reporting with Trust Officer.
Maintenance of Proxy service activities.
Client bill payment processing, filing & client file folder maintenance.
Printer maintenance and supplies.
Monitor and distribute WMT group emails from BMO.
Assist team members with Excel, PowerPoint and Word document creation to support activities.
Will participate and attend (under direction of supervisor) educational sessions that enhance knowledge in Trust and Investments.
Other duties may be assigned.

Professional / Educational Experience: 3 – 5 years in a service and operations position in a trust department/firm or in the securities industry customer service or operations function. Bachelor’s degree from four-year college or university, or technical school; or equivalent combination of education and experience and/or training.

The hiring pay range for this position is $30.61 to $41.31. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.

The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.

Bank of Marin is an equal opportunity employer. EOE Vet/Disability

Quick Apply

Refine Your Search

bank of marin jobs

Client Services Officer - WMT (Wealth Management)

Security & Facilities Coordinator

Retail Banker

Business Services Associate

Credit Analyst - Senior

Market Manager

Credit Analyst

Operations Specialist

Portfolio Manager

Senior Relationship Manager

Compliance Support Analyst

Loan Boarding Specialist

Imaging & Administrative Services Associate II

Loan Operations Specialist

Senior Portfolio Manager

Portfolio Manager II

Portfolio Manager - Senior I

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