Careers

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

16.90-21.00

LOCATION

4515 Quail Lakes Dr

Stockton, CA 95207

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.

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

16.90-21.00

LOCATION

6808 Pacific Ave

Stockton, CA 95207

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.

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:

• Primary function will be to assist in preparing business and personal financial spreads.

Input of financial information (financial statements, tax returns) into Sageworks software.

Training will be provided.

• Work with various software programs and internal forms to assist in processing Financial Analysis Requests.

• Work as back up to the A/R Specialist

• Participate in analysis/software training and continuing education as required by Manger.

• Assist in the Sageworks platform set up and problem resolution when necessary.

• Assist in projects as requested by department manager.

SECONDARY DUTIES

The position of Credit Analyst 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 Credit Analyst 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)
• Willingness to learn the Sageworks commercial platform
• Effective oral and written communication skills
• Good interpersonal skills

HOURLY PAY RANGE

16.90-30.00

LOCATION:

301 E Miner Ave

Stockton, CA 95202

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.

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

HOURLY PAY RANGE

16.90-30.00

LOCATION:

301 E Miner Ave

Stockton, CA 95202

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.