Banking And Financial Services Jobs in Surfside, CA
327 positions found
This customer service focused team member is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping.
They will be responsible for taking orders, coordinating activities in the Store, providing pricing and product information, and recommending appropriate FedEx Office products and services.
The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority.
GENERAL DUTIES AND RESPONSIBILITIES: (This is a representative list of the general duties the position may be asked to perform, and is not intended to be all-inclusive) People Follows instructions of supervisors and assists other team members in performing store functions Assists in the training of store team members Service Demonstrates consultative behaviors in a retail environment to understand each customer’s individualized need Provides customer expertise in printing, signs and graphics and shipping product lines and can recommend appropriate FedEx Office products and services Provides an outstanding customer service experience by using consultative skills to anticipate customer needs, suggest alternatives, and find solutions to meet customer needs Ensures all customer problems are resolved quickly and to the satisfaction of the customer Takes complex customer orders using order systems and provides accurate pricing information Assembles parcels and prepares goods for shipping by wrapping items in insulation, inserting items into shipping containers, weighing packages, and affixing labels to parcels Sets up and operates printing, binding, and other related equipment using customer supplied original media and documents Maintains a safe, clean and orderly retail Store Profit Ensures confidentiality of customer data and careful handling of documents, media, and packages Processes financial transactions using a Point of Sale terminal (POS),including handling cash and making change Cleans, repairs, and stocks all retail store printing and shipping equipment and supplies to provide optimal performance and availability Stays current on retail Store merchandising materials and ensures proper display of all retail area product and signage Takes preemptive action to prevent errors and waste Completes required financial paperwork and may assist with financial reporting including daily sales, close-outs and bank deposits Follows FedEx Office standard operating procedures as well as adhering to legal, HR, safety , customer service and security policies and procedures Self-Management Performs multiple tasks at the same time Looks for opportunities to improve knowledge and skills within the retail Store Able to operate with minimal supervision Adheres to all FedEx Office team member and retail store standards, as outlined in the team member handbook All other duties as needed or required MINIMUM QUALIFICATIONS AND REQUIREMENTS: High school diploma or equivalent education 6+ months of specialized experience Excellent verbal and written communication skills ESSENTIAL FUNCTIONS: Ability to stand during entire shift, excluding meal and rest periods Ability to move and lift 55 pounds Ability, on a consistent basis, to bend/twist at the waist and knees Ability, on a consistent basis, to communicate effectively with customers, vendors, and other team members Ability, on a consistent basis, to perform work activities requiring cooperation and instruction Ability, on a consistent basis, to function in a fast-paced environment, under substantial pressure Ability, on a consistent basis, to maintain attention and concentration for extended periods of time Ability, on a consistent basis, to work with minimal supervision Ability, on a consistent basis, to report regularly to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting could include regular attendance at a physical location and/or maintaining established business hours depending on the scope and nature of the position Preferred Qualifications: Pay Transparency: This compensation range is provided as a reasonable estimate of the current starting salary range for this role across all potential locations.
If this opportunity includes multiple job levels, the salary information represents the job level minimum and the job level maximum.
Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law.
An employee may be eligible for additional pay, premiums, or bonus potential.
The Company offers eligible employees health, vision and dental insurance, retirement, and tuition reimbursement.
Pay: $19.70
- $23.17/hr Additional Details: LA County: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance , and the California Fair Chance Act.
FedEx complies with criminal history and Security Threat Assessment (STA) screening requirements defined by the Transportation Security Administration (TSA) for positions requiring security identification display area (SIDA) access, Department of Transportation (DOT) Federal Motor Carrier Safety Administration (FMCSA) regulations for commercial driving positions, Department of Defense Facility Security Office standard procedures in covered facilities, and all other laws, regulations, or executive orders, including those required by federal, state, or local government contract, or which the Attorney General determines to be essential for an employer to do business with an agency or department of the federal, state, or local government.
Quality Driven Management strives to deliver market-leading customer experience, business excellence, and financial return through a Quality-oriented culture and day-to-day application of Quality science.
Suggests areas for improvement in internal processes along with possible solutions.
Works with management to reduce company costs/wastes, and to optimize profitability in areas of responsibility.
Applies Quality concepts presented at training during daily activities.
Supports FedEx Office Quality initiatives.
FedEx Office is an Equal Opportunity Employer including, Vets/Disability.
Know Your Rights Pay Transparency FedEx Office will provide reasonable accommodations to qualified individuals with disabilities, including throughout the application and hiring process, if requested.
Applicants who require reasonable accommodations in the application or hiring process should email .
FedEx Office will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, and the New York City Fair Chance Act.
The existence of a criminal record is not an automatic or absolute bar to employment and a candidate’s criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information.
If you are applying in Philadelphia, PA, you can click here to learn about Philadelphia’s fair chance hiring law.
For more information, click here .
Take in person and phone orders
Complete transactions with guest at the register
Help other stations when needed
Clean as you go
Follow food safety standards
Good customer service skills
Help prep pizza items and label with date
Make pizzas when needed
Pass background test
Over 18 years old
All your information will be kept confidential according to EEO guidelines.
This job posting is for a position in a store owned and operated by an independent franchisee, not Domino's Pizza LLC, Domino's Pizza Franchising LLC, or Domino's Pizza, Inc. (\"Domino's Corporate\"). This means, among other things, that the independent franchisee is alone responsible for and will independently make all decisions concerning employment matters for the store, including those relating to hiring, firing, discipline, supervision, compensation and benefits, staffing, and scheduling. Domino's will not receive a copy of any application you submit for this job posting and will not have any control over whether you receive an interview and/or are ultimately hired. Further, Domino's does not control and is not responsible for the employment policies and practices of independent franchisees. If you are hired for this job posting, the independent franchisee will be your only employer, and you will not be an employee of Domino's.
NOTE: This position must be performed in Washington, DC so relocation to Washington, DC will be required.
Recruitment Incentive: Applicants may be eligible for a $75,000 recruitment incentive in accordance with regulatory requirements. Click apply to view full details and eligibility of this recruitment incentive.
At their core, those who join the Secret Service are courageous, intelligent, strong and determined. A diverse team capable of balancing our investigative mission and fulfilling our protective legacy. Proven to be worthy of trust and confidence. Be tomorrow's Secret Service.
Duties
During the course of their careers, Secret Service Police carry out assignments in protection. Duties include:
- Providing protection for The White House Complex, The Vice President's Residence, The Main Treasury Building and Annex, and foreign diplomatic missions and embassies in the Washington, D.C. area.
- Traveling in support of the Presidential, Vice Presidential, and foreign heads of state/government missions.
- Enforcing mandated protective responsibilities as described under Title 18, United States Code, Section 3056A.
Requirements
- U.S. citizenship is required.
- Possess a current valid U.S. driver's license.
- Must be at least 21 years old at the time of application and under 40 at referral. Exceptions may apply for those with current or prior service in federal law enforcement positions covered by special retirement provisions. The Secret Service has determined that age is essential to the performance of this position.
- Carry and use a firearm. Maintaining firearm proficiency is also mandatory.
- Possess uncorrected visual acuity of no worse than 20/100 binocular. Possess corrected visual acuity of 20/20 or better in each eye.
- Hearing loss, as measured by an audiometer, must not exceed 25 decibels (A.S.A. or equivalent I.S.O.) in either ear in the 500, 1000, and 2000 Hz ranges. Applicants must be able to hear the whispered voice at 15 feet with each ear without the use of a hearing aid.
- Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
- Complete 12 weeks of intensive training at the Federal Law Enforcement Training Center (FLETC) in Glynco, GA or Artesia, NM and 17 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
- Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.
Overview:
Our client, is a U.S. Fortune 1,000 company and a major process services provider to government health and human services agencies in the United States seeks a Bilingual Customer Service representative.
*** Candidate must be authorized to work in USA without requiring sponsorship ***
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*** Location: Rancho Cordova, CA 95670
*** Duration: 3+ months
Important:
- Schedule: Monday–Friday, 9:00 AM–6:00 PM PST
- Work Arrangement: Initial training onsite; remote work permitted after training completion
Job Overview:
The Bilingual CSR will support customers by handling inbound and outbound calls, assisting with enrollment-related transactions, and providing accurate information regarding program services, policies, and procedures. This role requires strong communication skills, adaptability, and the ability to perform effectively in a fast-paced, production-driven environment.
Job Functions:
- Respond to inbound 800-line calls and complete outbound support calls.
- Answer customer questions clearly and professionally, escalating or referring callers to supervisors, county representatives, or state agencies when needed.
- Assist beneficiaries with enrollment transaction requests, as applicable.
- Maintain current knowledge of client programs, policies, procedures, and desk guidelines.
- Ensure adherence to contract compliance provisions relevant to the role.
- Follow all position-specific policies and procedures while meeting quality and production expectations.
Required Qualifications:
- High school diploma, GED, or equivalent certification.
- At least 1 year of experience in customer service, call center, or a related field.
- Bilingual fluency in English and one of the following languages: Spanish, Japanese, Thai, Laotian, Mandarin, Cantonese, Cambodian, Korean, Russian, Vietnamese, Tagalog, or Armenian.
- Strong computer literacy and ability to quickly learn new software programs.
- Ability to follow procedures and meet established quality and productivity standards.
- Excellent organizational, interpersonal, written, and verbal communication skills.
- Ability to work both independently and collaboratively as part of a team.
Preferred Requirement:
- Experience in a health or human services environment.
- Prior public-facing call center experience.
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I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.
Sam Banga
Lead Recruiter
Company Overview:
Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.
Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.
Remote working/work at home options are available for this role.
Director of Customer Service & Call Center Operations
The Director of Customer Service & Call Center Operations is a senior leader responsible for building and leading a high-performing, culturally competent contact center serving a predominantly Asian senior Medicare population within a fully delegated, full-risk PCP IPA / MSO environment.
This role oversees patient, provider, and broker service experience while driving operational excellence, team development, and value-based care outcomes.
Key Responsibilities
Patient & Partner Experience Leadership
- Champion a patient-first, culturally aligned service model for Asian elderly patients and caregivers
- Ensure high standards for empathy, clarity, first-call resolution, and timely access to care
- Oversee service delivery for patients, PCP practices, specialists, and broker partners
- Translate feedback and complaints into measurable service improvements
People Leadership & Culture
- Lead, coach, and develop managers and frontline customer service teams
- Foster a respectful, accountable, and service-driven culture
- Oversee onboarding and training focused on Medicare Advantage, cultural sensitivity, and service excellence
Operations & Performance Management
- Oversee daily contact center operations (phone, digital, portal)
- Manage KPIs including CSAT, NPS, FCR, ASA, abandonment rate, and quality scores
- Optimize staffing, workforce planning, and seasonal readiness (AEP/OEP)
- Use data and dashboards to drive continuous improvement
Value-Based Care & Clinical Partnership
- Align contact center workflows with care gap closure, AWVs, preventive screenings, and post-discharge outreach
- Partner with Clinical, Quality, and Care Management teams to improve outcomes and member retention
Compliance & Systems
- Ensure compliance with HIPAA, CMS, and Medicare Advantage regulations
- Partner with IT to optimize telephony, CRM, and contact center technologies
Qualifications
Required:
- Bachelor's degree in Healthcare Administration, Business, or related field preferred
- 7+ years of healthcare customer service or call center leadership experience
- Experience in Medicare Advantage, managed care, IPA/MSO, ACO, or value-based care environments
- Proven success leading large frontline service teams
- Bilingual in English and at least one Asian language (e.g., Korean, Chinese, Vietnamese, or Tagalog) – Required
- Strong understanding of culturally competent service for senior populations
Preferred:
- Experience serving Asian or immigrant senior populations
- Familiarity with EMR, CRM, and workforce management systems
- Lean, Six Sigma, or Service Excellence training
Success Measures
- Improved patient, provider, and broker satisfaction
- Reduced escalations and complaints
- Improved access metrics and first-contact resolution
- Strong employee engagement and retention
AMM BENEFITS
When you join AMM, you're not just getting a job—you're getting a benefits package that puts YOU first:
- Health Coverage You Can Count On: Full employer-paid HMO and the option for a flexible PPO plan.
- Wellness Made Affordable: Discounted vision and dental premiums to help keep you healthy from head to toe.
- Smart Spending: FSAs to manage healthcare and dependent care costs, plus a 401(k) to secure your future.
- Work-Life Balance: Generous PTO, 40 hours of sick pay, and 13 paid holidays to enjoy life outside of work.
- Career Development: Tuition reimbursement to support your education and growth.
- Team Fun: Paid company outings and lunches because we work hard, but we also know how to have fun!
The pay range per hour is $25.00 - $42.50. Pay is based on several factors which vary based on position. These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself and your family. Target offers eligible team members and their dependents comprehensive health benefits and programs, which may include medical, vision, dental, life insurance and more, to help you and your family take care of your whole selves. Other benefits for eligible team members include 401(k), employee discount, short term disability, long term disability, paid sick leave, paid national holidays, and paid vacation. Find competitive benefits from financial and education to well-being and beyond at Target.
All About Target
Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture.
All About Service & Engagement
Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest interaction and recovery. Advocates of both in-store and digital services and solutions who are knowledgeable about capabilities and features that drive adoption, usage and ultimately guest loyalty. Empowered to make shopping quick and easy for guests at the checklanes, guest services, gift registry, pick-up and drive up while ensuring exceptional quality.
At Target, we believe in our leaders having meaningful experiences that help them build and develop skills for a career. The role of a Service and Engagement Team Leader can provide you with the skills and experience of:
- Guest service fundamentals, experience building a guest first team culture and driving loyalty programs
- Guest engagement; problem solving and resolution
- Retail business fundamentals including: department sales trends, inventory management, guest shopping patterns, pricing and promotions strategies
- Planning department(s) daily/weekly workload to support business priorities and deliver service and sales goals
- Leading a team of hourly team members; including skills in interviewing, developing, coaching, evaluating and retaining talent
As a Service and Engagement Team Leader, no two days are ever the same, but a typical day will most likely include the following responsibilities:
- Demonstrate inclusivity by valuing diverse voices and approaches, being authentic and respectful, and creating equitable experiences.
- Lead a team of passionate and knowledgeable Guest Advocates, Service Advocates and Front of Store Attendants who strive to exceed guest service expectations by focusing on decreasing wait time, friendly guest interactions, quality of service, resolution, driving loyalty and cleanliness standards.
- Lead and demonstrate a culture of executing all best practices as outlined with team onboarding and learning; help close skill gaps through development, coaching and team interactions.
- Understand sales goals, business reporting and guest insights to plan and execute daily/weekly workload, to deliver on store sales goals, guest engagement and troubleshoot opportunity areas as needed throughout the day.
- Support Target Loyalty Programs to ensure your team can educate and promote the suite of benefits, features and offerings that reward our guest and/or enhance their shopping experience.
- Support your direct leader by following up on training completion, checking for understanding and supporting continuous education opportunities to drive proficiencies for all front of store experiences.
- Engage in consistent, meaningful development conversations throughout the critical touch points within the teams career path.
- Personalize recognition and appreciation of your team to reinforce critical guest service behaviors and promote a positive team and guest centric culture.
- With guidance from your direct leader, help lead a culture of accountability through clear expectations and performance management (listen, observe, recognize and coach) on critical Service and Engagement behaviors.
- Quickly respond to any concerns with a guests shopping experience by de-escalating the situation and ensuring your team understands and feels supported to resolve or address guest concerns and issues.
- Ensure your team members stay up-to-date on upcoming major promotions, brand launches and events.
- Evaluate candidates for open positions and develop a guest-centric team.
- Work a schedule that aligns to guest and business needs (this includes early morning, evening, closing, overnight shifts, holidays and weekends).
- Support and enable team members to deliver pick up and drive up orders (including drive up returns and Starbucks) efficiently and accurately to digital guests, following all federal, state and local adult beverage laws. Support guest services as needed.
- Demonstrate a culture of ethical conduct and compliance; lead team to work in the same way and hold others accountable to this commitment.
- Lead and demonstrate a safety culture through modeling and recognizing safe behaviors, identifying and correct hazards, holding team accountable to following safety expectations, assisting with incident response, and reporting/investigating injuries timely and accurately.
- Model creating a welcoming experience by greeting guests as you & your team are completing daily tasks.
- Demonstrate how to engage with guests when assistance is needed, engage with guests in a welcoming way, and help solve their specific needs.
- Lead by thanking guests and let them know we're happy they chose to shop at Target.
- Model the execution of physical security processes in order to enhance the instore security culture.
- Support merchandise protection strategies across the total store; including ordering, storage and application as directed by best practices.
- If applicable, as a key carrier, follow all safe and secure training and processes.
- Address all store emergency and compliance needs.
- All other duties based on business needs.
What We Are Looking For
This may be the right job for you if:
- You enjoy interacting and helping others - including guests that shop our store and fellow team members you work with.
- You thrive in a fast-moving, highly active and physically demanding role, where teamwork, flexibility, and creative problem solving are key to success.
- You are open to working a flexible work schedule with varying hours, days or shifts (including nights, weekends, and other peak shopping times).
The good news is that we have some amazing training that will help teach you everything you need to know to be a Service and Engagement Team Leader. But, there are a few skills you should have from the get-go:
- High school diploma or equivalent
- Must be at least 18 years of age or older
- Previous retail experience preferred, but not required
- Lead and hold others accountable
- Ability to communicate on multiple frequency devices and operate handheld scanners, and other technology equipment as directed. Work independently and as part of a team
- Manage workload and prioritize tasks independently and with a team
- Welcoming and helpful attitude
- Effective communication skills
- Capability to remain focused and composed in a fast-paced environment and accomplish multiple tasks within established timeframes
We are an awesome place to work and care about our teams, so we want to make sure we are clear on a few more basics that we expect:
- Access all areas of the building to respond to guest or team member issues
- Interpret instructions, reports and information
- Accurately handle cash register operations, cash transactions, and oversee cash office processes as needed
- Scan, handle and move merchandise efficiently and safely, including frequently lifting or moving merchandise up to 10 pounds and occasionally lifting or moving merchandise up to 44 pounds without additional assistance from others
- Climb up and down ladders as needed
- Flexible work schedule (e.g., nights, weekends and holidays) and reliable and prompt attendance necessary
- Capable of working in and exposure to varying temperatures, humidity, and other elements while performing certain job duties including but not limited to Drive-Up, carryout, etc. as needed
- Ability to remain mobile for the duration of a scheduled shift (shift length may vary)
Target will consider for employment qualified applicants with criminal histories in a manner consistent with the San Francisco and City of Los Angeles Fair Chance Ordinances.
OVERVIEW: Our client, a US Fortune 1,000 company and a major process services provider to Government Health and Human services agencies in the US, seeks an accomplished “Bilingual Customer Service Rep (Local-REMOTE)”
Position: Bilingual Customer Service Rep (Local-REMOTE)
Location: Rancho Cordova, CA (Full address: 3130 Kilgore Road, Rancho Cordova, CA 95670)
Duration: 3-4 months+ Contract with high possibility of extension!!!
Pay rate: $20.25/hr on W2
Note:
- Initial Training will be ONSITE, after training, the candidate is allowed to work remotely.
- Work from home will be allowed.
- Work schedule is 9-6pm PST.
- Bilingual fluency in English and one of these commonly spoken languages: Spanish, Japanese, Thai, Laotian, Mandarin, Cantonese, Cambodian, Korean, Russian, Vietnamese, Tagalog, and Armenian.
- Equipment will be provided by the client, however the candidate needs to have High speed wired internet connection to work REMOTELY.
JOB DESCRIPTION:
- One year of experience in the field or related area.
- High School diploma, GED, or equivalent certification.
- Computer literacy with the ability to quickly learn new software programs.
- Demonstrated ability to follow procedures and meet quality and production standards set for the position or equivalent.
- excellent organizational, interpersonal, written, and verbal communication skills; ability to perform comfortably in a fast-paced, deadline-oriented work environment.
- Ability to successfully execute many complex tasks simultaneously.
- Ability to work as a team member, as well as independently; and computer literacy with the ability to quickly learn new software programs.
- Preferred qualifications include experience in a health or human services field dealing with the public in a call center environment.
JOB RESPONSIBILITIES:
- Responds to inbound 800-line calls and completes outbound support calls, provides responses to questions, and in specific instances, refers callers to the appropriate supervisor, county or state agency representatives for service and/or when problems or concerns occur.
- Assists beneficiaries by completing enrollment transaction request transactions, as applicable.
- Maintains updated knowledge of the Client program, including its policies and procedures as referenced in the employee manual and other policies adopted by corporate, the project and/or client and as referenced in desk procedures for the position.
- Maintains knowledge of contract compliance provisions of the project and meets those provisions that are applicable to this job position.
- Follows policies and procedures applicable to the position.
Recruiter Contact Info
Gurjant Singh
Phone: 925-297-5994
Email:
'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.
Company Overview:
Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with a service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients’ businesses forward.
Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Applicants with criminal histories are considered in a manner that is consistent with local, state and federal laws.
Remote working/work at home options are available for this role.
JOB SUMMARY
Under supervision, performs central operations activities. Assisting branches by handling customer issues and ensuring daily transactions are processed appropriately at the branch levels and assisting the Bank Operation Officers within all aspects of the Department. Performs a variety of Operations Support and services functions; such as reviewing reports, preparing correspondence and participating in special projects designated to the department. Complies with all regulations which apply within the scope of the position, including Bank Secrecy Act.
DUTIES
- Processes and performs the following functions: OASIS Review, Chargebacks, Foreign Item Collections, ATM Settlement, Cash Vault Balancing, Debit Card orders, FCRM Review.
- Business and Personal online banking password resets.
- Answer inquiries from branches regarding new accounts and other Bank policies and procedures.
- Balance daily branch transit checks.
- Process daily EIM-NSF/OD/Non-posted items.
- Charge daily returned item and e-mail to branches.
- Review daily non-posted GL.
- Review Mobile Deposits and e-mail to branches
- Research and adjustments.
- Process ACH/ATM/POS disputes
- Signature Card Scanning
- Issuing Interest Checks
- Process Bank Levies/Subpoenas
- Process incoming and outgoing wires
- Perform other duties as assigned
QUALIFICATIONS
- EDUCATION: High school diploma or higher.
- EXPERIENCE: 2-3 years branch/teller experience; knowledge of banking regulations
SKILLS/ABILITIES
- PC literate
- detail-oriented
- strong communication skills
- bilingual (English/Mandarin) a plus.
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k)
- Disability insurance
Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
We are currently seeking a high professional to join our team as a Premier Relationship Manager. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Working collaboratively with our internal teams, you will support client's entire life journey by providing professional and comprehensive financial advice to suit the client's needs. You will also provide support on contacting clients proactively, handling clients' banking queries timely and ensuring all the compliance and regulations are met.
Responsibilities include:
- Develop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients
- Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals
- Demonstrate genuine curiosity about clients, helping them reach their financial ambitions. Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience
- Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients
- Promote our products and services to potential clients, exploring their needs and making referrals to other business units where appropriate
- Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance
- Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB
- May perform other duties as assigned
Qualifications include:
- Bachelor's degree or equivalent experience
- FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining
- 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes
- Relationship management experience with high-net-worth clients or equivalent
- Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills
- Strong relationship management, client service, time management and prioritization skills
- Broad knowledge of financial products and services
- Understanding of the business banking client segment and products/services appropriate to complement Premier offerings.
- A strong sense of ownership, responsibility, and accountability
- Excellent understanding of financial planning, wealth management, and client-needs assessment
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation: The base pay range for this position is USD $71,000.00/Yr. - USD $130,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Job Title: Senior Facility Planning & Capital Asset Analyst
Pay: Competitive Market Rate
Job Type: long term consultant (W2 contract w/ benefits)
Location: Onsite - Long Beach, CA
The CSI Companies are seeking a Senior Facility Planning & Capital Asset Analyst to support long-term capital planning, facility space management, and infrastructure improvements for a large healthcare campus. This role will collaborate with hospital services, leadership teams, and planning groups to evaluate facility needs, analyze data, and develop strategic plans that guide capital improvements and operational efficiency over the next 10 years.
The ideal candidate will have strong data analysis, project planning, and reporting skills, along with experience supporting facility planning, capital asset management, or healthcare infrastructure projects.
Key Responsibilities
- Attend weekly Capital Asset Management (CAM) meetings and collaborate with hospital service working groups to support facility planning initiatives.
- Conduct research using internal databases and planning systems to analyze space utilization, patient projections, and facility capacity needs.
- Develop formal reports and analytical summaries assessing the current state of hospital space, infrastructure, and operational support.
- Translate facility and space requirements into multi-year project plans, outlining capital projects and improvements needed over a 10-year planning horizon.
- Review existing Master Facility Plans and identify areas requiring updates based on operational changes or infrastructure assessments.
- Provide timely responses to requests for information (RFIs), calls, and email inquiries related to facility planning and capital projects.
- Assist with space management surveys and site assessments to document the function, ownership, and use of spaces across the campus.
- Support the planning and coordination of space relocations and departmental moves associated with renovations, construction, or operational needs.
- Develop visualization materials, briefs, and presentations for leadership, stakeholders, and external audiences.
- Participate in planning sessions to scope future infrastructure projects and identify areas requiring specialized technical expertise.
- Ensure planning recommendations align with federal regulations, facility standards, and compliance requirements.
- Assist in developing architectural and engineering planning documentation for campus facilities, including utilities and infrastructure systems.
- Contribute to pre-SCIP design planning efforts, including project impact assessments, space gap analysis, and infrastructure evaluations.
- Support the development of movement mitigation strategies to minimize disruptions to medical center operations during construction or renovation projects.
- Assist with cost estimation and budget forecasting for planned capital projects based on pre-design investigations and planning results.
- Participate in Facility Master Planning coordination meetings, providing analysis and recommendations for future capital investments.
- Identify, evaluate, and recommend solutions for complex infrastructure and facility planning challenges affecting campus operations.
- Support planning for improvements including building renovations, interior upgrades, utility systems, water distribution, drainage systems, roads, and campus infrastructure.
Qualifications & Experience
- Bachelor’s degree required (Architecture, Engineering, Data Analytics, Healthcare Administration, Urban Planning, or related field preferred).
- 2+ years of experience in data analytics, facility planning, healthcare planning, or related analytical roles.
- 1+ year of project planning or project management experience supporting infrastructure or facility initiatives.
- Knowledge of data analysis tools and methodologies, including data mining, database management, statistical analysis, and reporting.
- Experience working with data tools such as SQL, R, SAS, or similar analytical platforms is preferred.
- Familiarity with healthcare facility operations and Patient-Centered Care culture is highly desirable.
- Experience supporting master planning or strategic planning efforts within healthcare or commercial environments.
- Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) required.
- Exposure to AutoCAD, Revit, or Microsoft Project is a plus.
About CSI Companies
CSI Companies is a national workforce solutions firm that delivers strategic staffing and consulting services across technology, healthcare, financial services, and professional services industries. We partner with leading organizations, including global consulting firms, to connect top talent with impactful career opportunities.
Benefits Offered:
- Weekly pay
- Medical, dental, and vision coverage
- Voluntary Life and AD&D coverage
- Paid Training
- Opportunity for advancement upon performance and availability
