Join our team!
Since 1867, Bank of Stockton has proudly served generations of families and businesses with unprecedented customer service. Behind every year of “Withstanding the Test of Time” are loyal bank employees who treat our customers like friends and family because they live in the communities that we serve. We strive to be a great place to work and a great place to bank! With 21 branches and growing, we are looking for people that share our service philosophy. If you’re interested in becoming part of our team, submit your resume today!
OPEN POSITIONS IN RETAIL BANKING
Personal Banker - Full Time - Manteca
SUMMARY
Promotes, open and maintains personal and business products and services to new and existing customers while providing excellent customer service.
ESSENTIAL DUTIES
• Ensure that the branch sales and service supports the overall branch objective to provide superior service.
• Develop new business by identifying and determining customer’s financial needs and offer appropriate products and services.
• Market and actively promote Bank products and services through professional and community events.
• Refer customers to appropriate personnel for additional financial service products and then follow-up to ensure that the sales or service expectation was successfully met.
• Meet both branch and individual referral sales goals as assigned.
• Maintains accurate sales records and regularly reviews sales results with Sales & Service Manager and prepares an action plan taking appropriate steps to meet or exceed sales goals.
• Demonstrate the ability to open, process and maintain all Bank products and services using the most approved Bank resources and system.
• Perform account inquiries and updates for customers.
• Prepares for and participates actively in branch sales and service meetings.
• Provide backup and support to branch staff including vault, counting cash, daily ATM procedures, cash/coin processing, ordering supplies and opening/closing branch as required.
• Obtain and provide Notary Public services at Sales and Services Manager's discretion.
SECONDARY DUTIES
The position of Personal Banker I performs duties specific to the position and other functions as assigned.
COMPLIANCE RESPONSIBILITIES
Must be familiar with all deposit related regulations and receive training on a regular basis as appropriate. This includes but in not limited to BSA, Reg E, Reg CC, Reg DD, BPA, RFPA/Reg P, Reg D and Branch Closing Procedures. Personal Banker I must follow all policies and procedures as set forth by the Bank as well as any regulations.
The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.
This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems.
SUPERVISORY RESPONSIBILITY
The position of Personal Banker I has no/ or limited supervisory responsibility.
ENVIROMENTAL AND PHYSICAL ACTIVITY
The Personal Banker I, is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc,
This employee in the course of performing this position spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.
This employee for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS
This employee in this position must be able accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions.
MINIMUM REQUIREMENTS
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’s abilities may result in some deviation from these guidelines.
-Interpersonal and oral communication skills
-Basic math & PC skills
-Attention to detail
-Customer service & Organization skills
-1 year or greater of business development and sales experience
HOURLY PAY RANGE
16.50-24.00
LOCATION
660 N. Main St.
Manteca CA , 95336
Customer Service Representative (Teller) - Full Time - Sonora
SUMMARY
Provides excellent customer service and meets referral goals. Performs personal and business customer transactions according to Bank standards for accuracy and efficiency.
ESSENTIAL DUTIES
• Ensure that the branch sales and service support the overall bank objective to provide superior service.
• Participates in branch sales and service programs to enhance the customer service experience.
• Meet referral goals as assigned.
• Create a professional and positive team environment in the branch by modeling appropriate behaviors.
• Assist customers by using policy and procedure knowledge to handle routine to more complex transactions and expectations.
• Process and audit branch transaction and processes, including vault/counting cash night drop, ATM procedures and certifications.
• Process full range of routine to complex customer transactions (e.g., deposits withdrawals, traveler's checks, cashier checks, loan payments, savings bonds, change orders, etc.)
• Resolve routine to complex customer service issues.
• Perform Sales & Service Representative duties to assist with customer service.
• Open, maintain and balance cash drawer on a daily basis.
• Maintain proper documentation for customer transactions (e.g., Currency Transaction Report)
• Refer customers to appropriate Bank personnel for additional Bank products and services.
• Perform a variety of branch clerical duties (e.g., filing, answering phones, opening and sorting mail)
• May be assigned primarily to specialized duties (e.g., exchange, merchant, vault)
• Serve as back-up for other branch responsibilities (e.g., new accounts, safe deposit, and vault)
SECONDARY DUTIES
The position of Customer Service Representative performs duties specific to the position and other function as assigned.
COMPLIANCE RESPONSIBILITIES
Must be familiar with all deposit-related regulations and receive training on a regular basis as appropriate. This includes but is not limited to BSA, Reg E, Reg CC, Reg DD, BPA, RFPA/Reg P, Reg D and Branch Closing Procedures. Customer Service Representative I must follow all policies and procedures as set forth by the Bank as well as any regulations.
The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.
This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems.
SUPERVISORY RESPONSIBILITY
The position of Customer Service Representative is not responsible for the supervision of staff.
ENVIROMENTAL AND PHYSICAL ACTIVITY
The Customer Service Representative is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.,
This employee while performing this position spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.
This employee for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS
This employee in this position must be able accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions.
MINIMUM REQUIREMENTS
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. Individuals’ abilities may result in some deviation from these guidelines.
- Interpersonal and oral communication skills
- Basic math & PC skills
- Attention to detail
- Customer service skills
- Prior Sales, Service and cash handling experience preferred
HOURLY PAY RANGE
16.50-21.00
LOCATION
549 South Washington
Sonora CA , 95370
Customer Service Representative (Teller) - Full Time - Brentwood
SUMMARY
Provides excellent customer service and meets referral goals. Performs personal and business customer transactions according to Bank standards for accuracy and efficiency.
ESSENTIAL DUTIES
• Ensure that the branch sales and service support the overall bank objective to provide superior service.
• Participates in branch sales and service programs to enhance the customer service experience.
• Meet referral goals as assigned.
• Create a professional and positive team environment in the branch by modeling appropriate behaviors.
• Assist customers by using policy and procedure knowledge to handle routine to more complex transactions and expectations.
• Process and audit branch transaction and processes, including vault/counting cash night drop, ATM procedures and certifications.
• Process full range of routine to complex customer transactions (e.g., deposits withdrawals, traveler's checks, cashier checks, loan payments, savings bonds, change orders, etc.)
• Resolve routine to complex customer service issues.
• Perform Sales & Service Representative duties to assist with customer service.
• Open, maintain and balance cash drawer on a daily basis.
• Maintain proper documentation for customer transactions (e.g., Currency Transaction Report)
• Refer customers to appropriate Bank personnel for additional Bank products and services.
• Perform a variety of branch clerical duties (e.g., filing, answering phones, opening and sorting mail)
• May be assigned primarily to specialized duties (e.g., exchange, merchant, vault)
• Serve as back-up for other branch responsibilities (e.g., new accounts, safe deposit, and vault)
SECONDARY DUTIES
The position of Customer Service Representative performs duties specific to the position and other function as assigned.
COMPLIANCE RESPONSIBILITIES
Must be familiar with all deposit-related regulations and receive training on a regular basis as appropriate. This includes but is not limited to BSA, Reg E, Reg CC, Reg DD, BPA, RFPA/Reg P, Reg D and Branch Closing Procedures. Customer Service Representative I must follow all policies and procedures as set forth by the Bank as well as any regulations.
The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.
This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems.
SUPERVISORY RESPONSIBILITY
The position of Customer Service Representative is not responsible for the supervision of staff.
ENVIROMENTAL AND PHYSICAL ACTIVITY
The Customer Service Representative is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.,
This employee while performing this position spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.
This employee for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS
This employee in this position must be able accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions.
MINIMUM REQUIREMENTS
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. Individuals’ abilities may result in some deviation from these guidelines.
- Interpersonal and oral communication skills
- Basic math & PC skills
- Attention to detail
- Customer service skills
- Prior Sales, Service and cash handling experience preferred
LOCATION
6590 Lone Tree Way
Brentwood CA , 94513
PAY RANGE
16.50-21.00 per hour
Bank of Stockton and its subsidiaries are equal opportunity/affirmative action employers. It is our policy to recruit, advertise, employ, promote, transfer, discipline and discharge without regard to race, religion, color, national origin, age, physical or mental disability, veteran status, sex, and any other basis protected by federal, state, or local law.
OTHER OPEN POSITIONS
Wealth Management Portfolio Manager - Full Time - Stockton, CA
SUMMARY
Working in collaboration with the firm's Investment Committee, the candidate will be responsibility for monitoring, researching, shaping and evolving portfolio investment strategies, products and portfolio models.
ESSENTIAL DUTIES
The position of Wealth Management Portfolio Manager performs duties specific to the position and other functions as assigned:
- Portfolio modeling and construction;
- Detailed quantitative and qualitative investment research (including past and forward-thinking performance and attribution assessment);
- Benchmark and peer group performance evaluation;
- Competitive analysis; and
- Verbal and written communication that fosters the confidence of internal staff, prospective and current clients, and the professional community.
- In collaboration with leadership and the Investment Committee, monitor, research, and make recommendations regarding investment strategies, products, portfolio models and vehicles that may be appropriate for clients.
- Review, develop, and assess the various risk metrics of our investment portfolios and asset allocation models and make recommendations for models based upon client risk tolerances and goals.
- Attend and communicate our strategies for client and prospect meetings; explaining our investment perspectives and portfolio recommendations and performance.
- Provide regular and on-demand verbal and written research and investment commentary to support both internal and external business development efforts, and client service activities including monthly, quarterly and annual investment updates.
- Track, monitor, evaluate and provide regular and up-to-date analysis, perspective and written commentary on investment portfolios.
COMPLIANCE RESPONSIBILITIES
Must be familiar with all related regulations and receive training on a regular basis as appropriate. This includes but is not limited to BSA, Reg R, and departmental procedures. Employee must follow all policies and procedures as set forth by the Bank as well as any regulations.
The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.
This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank’s internet and technology systems.
SUPERVISORY RESPONSIBILITY
MENTAL DEMANDS
ENVIROMENTAL AND PHYSICAL ACTIVITY
The Wealth Management Portfolio Manager is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc,
This employee, in the course of performing this position, spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.
This employee may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MINIMUM REQUIREMENTS
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’s abilities may result in some deviation from these guidelines.
- Client services skills
- Basic knowledge of investments
- Financial analysis skills
- Marketing and sales skills
- Oral and written communication skills
- Organization skills
- PC skills (e.g., word processing, spreadsheets)
- CFA certification preferred
- 2-10 years of Investment Experience with a preference for portfolio management and client facing experience.
- BA/BS degree or equivalent experience
ANNUAL SALARY RANGE
80,000.00 - 100,000.00
LOCATION
555 West Benjamin Holt Dr Bldg A
Stockton, CA 95207
Business Banking Officer - Full Time - Lodi, CA
SUMMARY
Business Banking Officer will strive to establish a competitive advantage for the Bank through its business commercial lending products and services, commitment to provide excellent customer service and by reducing the costs and increasing efficiencies.
ESSENTIAL DUTIES
• Determine customer qualifications for loans through analysis of financial information, customer discussions, etc.
• Develop loan structure and pricing
• Originate loans/loan terms within established lending limits
• Prepare credit authorizations for submission to Credit Administration or Directors’ Loan Committee which meet standards for thoroughness and quality
• Monitor credits to ensure ongoing loan quality (e.g., review reports, resolve issues, etc.)
• Ensure loan delinquency and non-accrual levels are maintained within established standards and that non-performing credits are referred to Special Assets Department as necessary
• Develop community network and represent the Bank at community affairs
• Develop new business by calling on potential customers and expanding relationships with current customers
• Respond to numerous and varied customer inquiries
• Maintain awareness of current industry practices and trends
• May provide work direction to other employees
SECONDARY DUTIES
The position of Business Banking Officer performs duties specific to the position and other functions as assigned.
COMPLIANCE RESPONSIBILITIES
Must be familiar with all lending related regulations and remain current on all related regulations. Attend regulatory training, seminars and roundtable meetings as necessary. This includes but not limited to Reg Z, FEMA, HMDA, Fair Lending, FCRA, RESPA and Predatory Lending. The Business Banking Center Manager must have knowledge of and be in compliance with all lending and non-lending related laws and regulations including: BSA, Reg E, Reg CC, Reg DD, BPA, RFPA/Reg P, Reg D and Branch Opening and Closing Procedures.
This employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis. The employee must demonstrate their understanding of the regulatory training by adhering to all policies and procedures to ensure that the Bank remains in compliance and reduces Bank exposure and losses.
This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems.
SUPERVISORY RESPONSIBILITY
The position of Business Banking Officer has no direct supervisory responsibilities.
ENVIROMENTAL AND PHYSICAL ACTIVITY
The Business Banking Officer is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.
This employee in the course of performing this position spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.
This employee in this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS
This employee in this position must be able to demonstrate the ability to read documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions.
MINIMUM REQUIREMENTS
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’s abilities may result in some deviation from these guidelines.
-BA or BS degree in finance or a related field or equivalent work experience
-Five or more years of Commercial Lending experience
-Knowledge of Lending Products, Services and Functions
-Excellent oral and written communication skills
-Excellent analytical and reasoning skills
-PC skills/system management skills
-Strong Leadership skills
ANNUAL SALARY RANGE
80,000.00 - 150,000.00 Based on experience
Bank of Stockton and its subsidiaries are equal opportunity/affirmative action employers. It is our policy to recruit, advertise, employ, promote, transfer, discipline and discharge without regard to race, religion, color, national origin, age, physical or mental disability, veteran status, sex, and any other basis protected by federal, state, or local law.