✓ Banking and Financial Services ✕ Clear
Banking and Financial Services Jobs in Avila Beach
3 positions found
F
Financial Tips Evaluator (Remote)
$29 per hour - monthly
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
J
Finance Director
🏢 Jobot
Salary not disclosed
Fast Growing Home Builder This Jobot Job is hosted by: Milan Kacar Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $175,000
- $230,000 per year A bit about us: Fast Growing Home-Builder Why join us? 2 weeks vacation 401k Match Car/Cell phone stipend Excellent Health Benefits Job Details Creating and updating project proformas/business plans Overseeing the accounting department Obtaining bank financing for real estate development projects A&D Loans Production loans Takeout loans Reporting and maintaining relationships with equity investment partners Maintaining current corporate cashflow reports and other financial statements Tracking and maintaining admin budgets Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $175,000
- $230,000 per year A bit about us: Fast Growing Home-Builder Why join us? 2 weeks vacation 401k Match Car/Cell phone stipend Excellent Health Benefits Job Details Creating and updating project proformas/business plans Overseeing the accounting department Obtaining bank financing for real estate development projects A&D Loans Production loans Takeout loans Reporting and maintaining relationships with equity investment partners Maintaining current corporate cashflow reports and other financial statements Tracking and maintaining admin budgets Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
J
Universal Banker
🏢 Jobot
Salary not disclosed
Health Benefits and 401k! This Jobot Consulting Job is hosted by: Jennifer Whitworth Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $25
- $27 per hour A bit about us: Join a well-established, community-focused specialty bank serving local businesses and professionals throughout California.
This branch operates with low teller transaction volume and a strong emphasis on relationship banking, making it an excellent opportunity for a Universal Banker who enjoys meaningful client interactions, account management, and supporting lending activities.
Job Title: Universal Banker Salary: $25
- $27/hour, based on experience Location: San Luis Obispo, CA Why join us? Medical, dental, vision, and life insurance plans Weekly pay 40 hours of paid sick time Access to a 401(k) Job Details We are seeking a customer-focused Universal Banker who is comfortable handling teller transactions while also supporting new account openings and lending-related activities.
This role is ideal for a banker who thrives in a relationship-driven environment and enjoys variety in their day-to-day responsibilities.
Due to minimal teller traffic at this branch, the successful candidate will spend a significant portion of time assisting clients with deposit accounts, supporting loan processes, and identifying opportunities to deepen customer relationships.
Key Responsibilities Teller Responsibilities Process customer deposits, withdrawals, and loan payments accurately Issue cashier’s checks, money orders, and currency orders Balance cash drawers and maintain accurate transaction records Provide professional, high-quality customer service and resolve routine inquiries Universal Banker Responsibilities Open and maintain personal and business deposit accounts Support lending activities, including gathering documentation and providing product information Perform teller transactions as needed to support branch operations Identify opportunities to recommend appropriate bank products and services based on customer needs Ensure compliance with all banking regulations, policies, and procedures Qualifications One or more years of banking, financial services, or high-touch customer service experience preferred Experience opening deposit accounts and supporting loan documentation strongly preferred Strong attention to detail and ability to manage multiple priorities Professional communication style with a relationship-first mindset Comfortable working independently in a low-transaction branch environment Ability to handle cash transactions accurately Ability to pass a pre-employment background check If this sounds like a great fit, apply online or send your resume directly to /> Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $25
- $27 per hour A bit about us: Join a well-established, community-focused specialty bank serving local businesses and professionals throughout California.
This branch operates with low teller transaction volume and a strong emphasis on relationship banking, making it an excellent opportunity for a Universal Banker who enjoys meaningful client interactions, account management, and supporting lending activities.
Job Title: Universal Banker Salary: $25
- $27/hour, based on experience Location: San Luis Obispo, CA Why join us? Medical, dental, vision, and life insurance plans Weekly pay 40 hours of paid sick time Access to a 401(k) Job Details We are seeking a customer-focused Universal Banker who is comfortable handling teller transactions while also supporting new account openings and lending-related activities.
This role is ideal for a banker who thrives in a relationship-driven environment and enjoys variety in their day-to-day responsibilities.
Due to minimal teller traffic at this branch, the successful candidate will spend a significant portion of time assisting clients with deposit accounts, supporting loan processes, and identifying opportunities to deepen customer relationships.
Key Responsibilities Teller Responsibilities Process customer deposits, withdrawals, and loan payments accurately Issue cashier’s checks, money orders, and currency orders Balance cash drawers and maintain accurate transaction records Provide professional, high-quality customer service and resolve routine inquiries Universal Banker Responsibilities Open and maintain personal and business deposit accounts Support lending activities, including gathering documentation and providing product information Perform teller transactions as needed to support branch operations Identify opportunities to recommend appropriate bank products and services based on customer needs Ensure compliance with all banking regulations, policies, and procedures Qualifications One or more years of banking, financial services, or high-touch customer service experience preferred Experience opening deposit accounts and supporting loan documentation strongly preferred Strong attention to detail and ability to manage multiple priorities Professional communication style with a relationship-first mindset Comfortable working independently in a low-transaction branch environment Ability to handle cash transactions accurately Ability to pass a pre-employment background check If this sounds like a great fit, apply online or send your resume directly to /> Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
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