CalPrivate is an equal opportunity employer, committed to diversity, equity & inclusion.
Job Title - Relationship Officer
Department - Branch Operations
Reports To - Client Service Manager
FLSA Status - Non-Exempt
Job Summary
Interviews and determines customer's banking needs. Aides in selecting accounts and services best suited for the customer's particular needs and requirements. Accurately and efficiently opens new accounts and cross sells need-based bank products. Responsible for responding to customer inquiries, resolving issues relative to deposit accounts, services and treasury management. Performs to standards that meet or exceed the Bank's objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times.
Duties and Responsibilities
BSA/AML/Compliance
Responsibilities
This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program.
Qualifications:
Competencies
Physical Demands
US - CA - CA - Concord
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Windsor
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Saint Helena
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Santa Rosa
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Point Reyes Station
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Martinez
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Delano
November 5, 2024
Registered Dietitian Registered Dietitians build trusting relationships with patients and their families and utilize dietary education and planning to directly affect their patients' quality of life. Responsibilities include completing patient assessments, creating patient specific nutritional...
US - CA - CA - Fairfax
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Point Reyes Station
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Vineburg
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Danville
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Novato
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
University of California San Francisco
US - CA - CA - San Francisco
November 14, 2024
Digital Transformation in Education Project Manager IT Project Management Full Time 81900BR Job Summary The Digital Transformation in Education Project Manager provides leadership on the full workstream for projects related to the design, development, implementation and continuous optimization of...
US - CA - CA - Fairfield
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Cotati
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Alamo
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Richmond
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Cazadero
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Pope Valley
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - San Rafael
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Rutherford
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Dillon Beach
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Cloverdale
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Fairfield
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Saint Helena
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Vacaville
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Rutherford
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...