Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Lead Banking Specialist I

Expired Job

CVB Financial Corporation Irvine , CA 92606

Posted 3 months ago

Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top ranked bank, life at our company includes a working environment that thrives on collaboration, integrity, and mutual respect for one another. We encourage our associates to ask questions, learn, care deeply, and make an impact. Our dedication to customers and associates is at the core of our business culture and is represented by five core values: financial strength, superior people, customer focus, cost-effective operation, and having fun

Lead Banking Specialist I


Assist with operations and service-related responsibilities while adhering to Bank policy, and work collaboratively to support the Business Financial Center's service objectives.


  • Comply with and stay abreast of all policies and procedures, federal and state laws applicable to the job.

  • Provide customer service that meets or exceeds all service levels by promoting individual and team enthusiasm and pride.

  • Support customer service program objectives.

  • Increase customer satisfaction by recognizing and managing difficult situations promptly.

  • Provide timely resolution of customer inquiries and complaints.

  • Maintain thorough product knowledge of all existing and newly introduced products, services and programs.

  • Apply Bank policies to minimize losses, defalcations, and service representative differences.

  • Implement monthly control and timely submission of Center reports.

  • Generally assist Service Manager, including with respect to controlling and properly accounting for non-interest expenses, operating losses, service representative differences, overtime, and overall compensation.

  • Assists with the preparation of annual performance reviews for all non-exempt associates and assists with the preparation and discovery for disciplinary action for non-exempt associates.

  • Performs opening and/or closing procedures in accordance with the policy and procedures of the Bank.

  • Commitment to teamwork and a focus on delivering The Citizens Experience.

  • Other duties as assigned.


This job has no supervisory responsibilities.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.


Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.


Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.


Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone. And reach with hands and arms. The employee is occasionally required to stand, walk, and sit. The employee must occasionally lift and/or move up to 25 pounds.


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.

The noise level in the work environment is usually moderate.

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Business Banking Sales Support Specialist Irvine CA

US Bank

Posted 4 days ago

VIEW JOBS 11/11/2018 12:00:00 AM 2019-02-09T00:00 U.S. Bank is seeking a Sales Support Specialist to support a team of Business Banking Relationship Managers. The Sales Support Specialists primary responsibility will be processing and closing new commercial loans. They will work with a multitude of internal departments, communicate directly with new and existing clients to clear conditions and coordinate directly with title and escrow and insurance agencies. The average file load is between 15-20 commercial loans at a time for both existing and new customers. The workload can increase at any time due to deal flow and the need for additional coverage support for the region. The ideal candidate will have experience working with title/escrow, clearing loan exceptions, sending wires, and any function for seeing the loan through to closing. This is a fast paced environment and the candidate will need to have strong multi-tasking and time management skills. Basic Qualifications * High school diploma or equivalent * Six or more years of clerical experience Preferred Skills/Experience * Proficient computer skills, especially Microsoft Office applications * Familiarity using Salesforce or a related CRM is a plus * Ability to manage multiple tasks/projects and deadlines simultaneously in a fast paced environment * Ability to resolve complex problems with minimal guidance * Proven customer service/relations skills * Excellent interpersonal, verbal and written communication skills * At least 3 years of loan processing/closing experience US Bank Irvine CA

Lead Banking Specialist I

Expired Job

CVB Financial Corporation