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
Retail Investment Sales Assistant - Full Time - Retail Investments Dept (Stockton)
SUMMARY
Provides administrative support services to Retail Investment Officers and/or employees in department.
Licensing Requirements Preferred
Must obtain valid FINRA Life Insurance, Series 6 & 63 Licenses
Education:
In past years, this job category was deemed suitable for high school graduates. Today, in concert with the general increase in the minimum educational attainment expected for many positions, a bachelor’s degree or equivalent is preferred. Coursework in finance, accounting and/or economics is helpful, though not required.
ESSENTIAL DUTIES
- Coordinate, schedule and make appointments for Retail Investment officers
- Responds to customer questions and provide customer support on routine matters
- Assist clients and Sales Representatives as needed
- A sale assistant screens telephone calls to financial advisors and solves operational problems, such as issues with statements, deposits, checks and credit card transactions. A sales assistant thus has large influence over client satisfaction
- No Special certifications are required, except for registered sales assistants. People in this subcategory of the field can accept and process unsolicited securities trade orders, placed by clients entirely on their own initiative.
- The position performs duties specific to the position and other functions as assigned.
SECONDARY DUTIES
COMPLIANCE RESPONSIBILITIES
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 Investment Sales Assistant will not be responsible for the supervision of staff.
ENVIROMENTAL AND PHYSICAL ACTIVITY
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.
The employee for this position may operate any or all of the following: telephone, cellular telephone, copy, scan and fax machines, adding machine (calculator), typewriter, computer terminal, personal computer and related printers. Software includes, but is not limited to word, excel and CBS.
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
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.
- Attention to detail
- Clerical Skills
- Strong PC skills utilizing Excel, Word and Outlook
- Good oral and written communication skills
- Working knowledge of accounting
- Organization and administrative skills
- Good understanding of grammar, punctuations and spelling
- Customer service / interpersonal skills
- Basic knowledge of banking operations
- Basic understanding of Life Insurance products as well as investment ( Life Insurance and Series 6 Licenses preferred)
- Great customer service/interpersonal skills
HOURLY PAY RANGE
16.50-24.00
Customer Service Representative - Full Time - Quail Lakes (Stockton)
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
Pay Range
16.50 - 21.00 per hour
Customer Service Representative (Teller) - Full Time - Modesto: J Street
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
Pay Range
16.50 - 21.00 per hour
OTHER OPEN POSITIONS
Image Processor - 36 Hours - Image Department (Stockton)
SUMMARY
Under close supervision, performs two or more Item Processing functions that may include receiving and preparing proof of deposit and inclearing items. Utilizes an image reader/sorter to capture images; ensures that all transactions are in balance and performs related processing duties in accordance with established bank policies and procedures within defined timelines. Prepares outgoing transit cash letters, creates daily image files for statement cycles.
ESSENTIAL DUTIES
- Prepare work for processing
- Perform amount entry
- Perform reject correction
- Perform balancing
- Make proper adjustment to customer accounts
- Operate and maintain an image reader/sorter
- Create send and receive image files
- Create and send data files to host
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. Employee must follow all policies and procedures as set forth by the Bank as well as any regulations. Employee must also have knowledge of with all lending related regulations including but not limited to: Reg Z, FEMA, HMDA, Fair Lending, FCRA, RESPA, and Predatory Lending.
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
This position is not responsible for the supervision of any employees within the branch.
ENVIROMENTAL AND PHYSICAL ACTIVITY
The Image Processor 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, knelling 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.
- Excellent data entry skills
- Excellent problem solving skills related to balancing
- Microsoft Windows XP or greater operating skills
- Microsoft Office Suite skills
- The ability to work in a fast paced deadline-oriented environment
Pay Range: 16.50-20.00 Per Hour
Director of Human Resources - Full Time - Stockton
Job Overview
As the Director of Human Resources, you will play a crucial role in overseeing all aspects of the HR department. You will be responsible for developing and implementing HR strategies to support the organization's goals and objectives as well as comply with all federal, state and local laws.
Duties
- Manage all human resources functions including recruitment, employee relations, payroll, salary/wages, and conflict management
- Present HR metrics and reports to senior management
- Utilize HRIS systems such as Paycom for data collection and analysis
- Develop and implement HR policies and procedures to ensure compliance with regulations
Qualifications
- Bachelor's degree in Human Resources or related field
- Proven experience in human resources management
- Strong knowledge of HR practices and employment laws
- Excellent communication and interpersonal skills
- Ability to work effectively in a fast-paced environment
- Short and Long range planning abilities
- Ability to manage multiple, complex projects and activities simultaneously
- Ability to resolve customer complaints
- PC skills (word processing, spreadsheets)
Job Type: Full-time
Pay: $165,000.00 - $250,000.00 Annually