BE PART OF OUR WINNING TEAM
For 153 years, Bank of Stockton has proudly served generations of families and businesses with unprecedented customer service. We take great pride in helping our customers find solutions to their financial needs. Behind every year of “Withstanding the Test of Time”, we have had loyal bank employees from the communities we serve, who treat our customers like family. We strive to be a great place t work and a great place to bank. With 20 branches and growing, we are looking for people that share our service philosophies to join our team. We may have opportunities beyond what you see listed. If you’re interested in becoming part of our team, let’s connect!
As a Bank of Stockton employee we offer a rich benefits package to support you and your family.
Health Plan
Employees are offered a self-funded health plan utilizing providers from one of the largest and top rated PPO network. You will receive a premium healthcare package which includes Medical, Dental, Vision, Pharmacy and free Telemedicine 24/7/365. We also offer health insurance waivers if you are already covered by another plan.
Holidays
The Bank observes all Federal Reserve System Holidays.
Paid Leave
You will accrue at least 10-20 days of vacation a year depending on your service, status or work schedule.
Sick leave accruals range between 4 - 8 hours per month.
Annual Performance
With the Bank’s performance review process, you will receive an annual performance evaluation.
401(k) Plan
All employees are eligible to contribute up to the IRS limitation towards their 401(k).
Employer Contribution 401(k)
Regardless if you make your own 401(k) contribution or not, Bank of Stockton will make contributions to an employer portion in your 401(k) though a schedule and vesting requirements.
Term Life Insurance
We provide a term life insurance benefit amount to all employees, spouse and child(ren).
Long Term Disability (LTD) coverage
We protect each employee from loss of income in the event of the inability to work due to illness, injury of accident for a long period of time.
Voluntary Term Life Insurance
We offer optional plans for additional life insurance for employee, spouse and child(ren).
Voluntary Accidental Death and Dismemberment (AD&D) Insurance
We offer optional plans for additional AD&D insurance for employee, spouse and child(ren).
Flexible Spending Account (FSA)
Reduce your healthcare out of pocket expenses with this optional spending arrangement. A flexible spending account (FSA) allows you to set aside a portion of your salary, before taxes, to pay for qualified medical or dependent care expenses. Because that portion of your income is not taxed, you end up with more money in your pocket. We offer optional Healthcare FSA and Dependent Care FSA(Daycare, Afterschool Programs).
24/7 Life Assistance Program
A life assistance and work/life support program is available to all Bank employees to help you and your family find a solution and restore your peace of mind.
AFLAC Supplemental Insurance
We offer optional supplemental AFLAC insurance for employees to help pay benefits major medical insurance doesn't cover.
Continuous Employee Development
To cultivate a culture of learning and performance, Bank of Stockton provides continuing education and development opportunities utilizing various modes of training delivery for our employees.
Annual Family Picnic
Bank of Stockton hosts a spectacular and grand event filled with fun activities, entertainment, and great food/drinks. We top it off with a years-of-service recognition awards ceremony. A wonderful chance to bring your family to meet and enjoy your work family.
Some benefits vary by position and/or employee election. Bank of Stockton reserves the right to amend, modify, or terminate any of its benefits plans/options, programs, policies at any time, for any reason, with or without notice. Modifications may apply to both current and future employees and their dependents and beneficiaries.
OPEN POSITIONS IN RETAIL BANKING
Customer Service Representative (Full Time) - Lodi (Downtown) Branch - Lodi, CA
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 supports 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 in 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 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 skills
- Prior Sales, Service and cash handling experience preferred
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.
Customer Service Representative/Teller (20 Hours) - Carson Oaks Branch - Stockton, CA
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 supports 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 in 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 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 skills
- Prior Sales, Service and cash handling experience preferred
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.
Customer Service Representative/Teller (Full TIme) - Carson Oaks Branch - Stockton, CA
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 supports 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 in 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 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 skills
- Prior Sales, Service and cash handling experience preferred
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.
Customer Service Representative (Full Time) - Kettleman Branch - Lodi, CA
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 supports 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 in 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 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 skills
- Prior Sales, Service and cash handling experience preferred
Customer Service Representative (20 Hours) - Kettleman Branch - Lodi, CA
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 supports 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 in 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 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 skills
- Prior Sales, Service and cash handling experience preferred
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.
Personal Banker (New Accounts) - Napa Branch - Napa, CA
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 has no/ or limited supervisory responsibility.
ENVIROMENTAL AND PHYSICAL ACTIVITY
The Personal Banker, 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
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.
Customer Service Representative/Teller (Full TIme) - Headquarters Branch - Stockton, CA
ESSENTIAL DUTIES
• Ensure that the branch sales and service supports 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 in 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 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 skills
- Prior Sales, Service and cash handling experience preferred
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.
Branch Specialist - Headquarters Branch - Stockton, CA
SUMMARY
Provides excellent customer service, support referral goals at each branch of assignment. Performs personal and business customer transactions according to Bank standards for accuracy and efficiency. With coordination through Ops Admin, to provide temporary coverage at any branch Bank wide at any given time.
ESSENTIAL DUTIES
- Ensure that the branch sales and service supports the overall bank objective to provide superior service.
- Participates in branch sales and service programs to enhance the customer service experience.
- Support referral goals at each assigned Branch.
- Create a professional and positive team environment in the branch by modeling appropriate behaviors.
- Assist customer by using in-depth policy and procedure knowledge to handle 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 when necessary.
- Open, maintain and balance cash drawer on a daily basis.
- Maintain proper documentation for customer transactions (e.g., Currency Transaction Report)
- Perform a variety of branch clerical duties (e.g., filing, answering phones, opening, sorting mail, and ordering supplies)
- 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.
- Maintains accurate sales records and regulary reviews sales results with sales & service Mananger 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 inquires and updates for customers.
- Participate actively in branch sales and service meetings.
- Obtain and provide Notary Public services.
- Serve as back-up for other branch responsibilities (e.g., new accounts, safe deposit, vault)
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 Branch Specialist I is responsible for the supervision of employees as necessary.
ENVIROMENTAL AND PHYSICAL ACTIVITY
This position requires extensive travels, 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
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 skills
-2 years or greater of Sales, and Service experience
OTHER OPEN POSITIONS
Sageworks Systems Specialist - Credit Department - Stockton, CA
SUMMARY
Incumbent should be familiar with the Bank of Stockton’s Loan Systems and its’ procedures. They should also have acquired the skill necessary to read Financial Statements for the purpose of preliminary analysis and risk evaluation. And lastly they should be conversant with; spreadsheet programs, word-processing techniques and database management as it relates to report generation. This position directly impacts the performance of the commercial lending department by properly administrating financial analysis within the banks’ lending portfolio.
ESSENTIAL DUTIES
Key duties should be viewed as a platform to grow and mature. These duties include, but are not limited to, the following:
- input the ticklers and covenants on loans directly after boarding
- be a resource for those that require assistance in maintaining ticklers
- work with the manager to keep the systems updated
- work with the manager to assist in testing and implementing processes in Sageworks
- Work with the manager to assist in changes to the system utilizing the bank’s change control process.
- Work on any special projects as needed
SECONDARY DUTIES
The position of Sageworks System Specialist performs duties specific to the position and other functions as assigned.
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
This position is not responsible for the supervision of any employees within the branch.
ENVIROMENTAL AND PHYSICAL ACTIVITY
The Sageworks Systems Specialist 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
Employee must be able demonstrate their 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.
- Basic knowledge of Balance Sheet & Profit and Loss/Tax Returns, Credit Reports and its impact on credit quality
- Strong PC skills (word-processor, spreadsheets and database management)
- Must be familiar or able to learn the Sageworks commercial platform
- Effective oral and written communication skills
- Good interpersonal skills
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.
Consumer Loan Operations Supervisor (Full Time) - Consumer Loans - Stockton, CA
SUMMARY
Supervises staff regarding data entry of information received regarding applications for credit into CRIF ACTion loan application software. Oversees staff regarding the processing of loan contracts received from Indirect sources for funding, working closely with Loan Center to assure proper payment. Assures compliance with current Bank policy and procedures, consistent with Fed/State. Prepares a variety of reports for department manager and Administration. Organizes and stores documents as required by law.
ESSENTIAL DUTIES
- Supervises staff responsible for receiving and data entry of direct and indirect consumer loan applications for credit and related materials.
- Manages the validation of information and funding processes through CRIF ACTion with indirect contract loan packages, making sure that package is consistent with department approval guidelines and Credit Policy.
- Responsible for generation, notification and retention of denied applications.
- Responds to customer/dealer/branch/Loan Center/Collection Dept inquiries conducting research for resolution
- Prepare and gather information from various sources to compile department and Administration reports
- Communicates system/clerical problems, taking action necessary to resolve
- Monitor, evaluate and prepare performance review of staff as well as preparation of Officers Exempt Absentee report
- Provides back-up to AVP/CLD Systems Coordinator regarding CRIF ACTion system.
- Kar Power Administrator
- Logs department billings/invoices confirming accurate amount and forwards to Accounting
- Backup to department telephone calls and cross trained on other job positions within department
SECONDARY DUTIES
The position of Consumer Loan Operations Supervisor 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. Employee must also have knowledge of all lending related regulations including but not limited to: Reg Z, FEMA, HMDA, Fair Lending, FCRA, RESPA, and Predatory Lending. 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.
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 Consumer Loan Operations Supervisor is responsible for the supervision of Consumer Loan Assistant staff.
ENVIROMENTAL AND PHYSICAL ACTIVITY
The Consumer Loan Operations Supervisor 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), 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
Employee must be able to demonstrate their 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.
• Excellent computer and mathematical skills
• Well acquainted with systems software (Word, Excel, CRIF ACTion, etc.)
• Familiar with applicable regulations (e.g., Reg. B, Z, Rees-Levering, Unrue, etc.)
• Knowledge of Bank of Stockton Credit Policy, CLD policies and procedures.
• BA/BS degree or equivalent preferred
• 5 or more years computer and consumer related 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.
Operations Assistant - Full Time - Wealth Management - Stockton, CA
SUMMARY
Balances a variety of functions within the trust accounting framework in accordance with established standards and timeframes. Maintains records of the Wealth Management Group in accordance with established standards. Performs a variety of clerical duties as related to operational aspects of the Wealth Management Group.
ESSENTIAL DUTIES
Balances a variety of accounts and/or functions utilizing a variety of electronic and manual methods.
Maintains records in accordance with established standards.
Responsible for processing and maintaining electronic formats of trust documentation in accordance with established standards.
Processes a high volume of transactions utilizing a variety of electronic and manual methods.
Work cooperatively with Wealth Management Group staff to resolve issues.
Performs a variety of clerical functions in support of the Wealth Management Group.
Cross-trains in a variety of operational functions.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
SECONDARY DUTIES
The position of Wealth Management Operations Assistant 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, and Closing 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
This position is not responsible for the supervision of any employees within the department.
ENVIRONMENTAL AND PHYSICAL ACTIVITY
The Trust Operations Assistant 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
Employee must be able demonstrate their ability to read documents or instruments, and complete detailed work accurately.
Employee must be adept at handling 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.
Basic math skills
Attention to detail
PC Skills – Word and Excel required
One or more years accounting experience or education a plus
High School Graduate, GED or equivalent
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.