Process cash and securities transactions in the trust accounting system related to private equity and real estate position onboarding. Ensure all transactions are processed accurately and according to the relevant documentation. Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce. Review relevant documentation for private

Process deposits, withdrawals, check cashing and other Bank Transactions including night deposit, courier and ATM deposits within assigned limits servicing as the first line of defense from a risk management perspective. Balance and maintain cash drawer in accordance with branch performance standards. Proactively respond to incoming calls and serve as a customer advocate

The Document Services Associate performs document Quality Control review, utilizing the banks taxonomy as a guide. Verifies that documents in PPBI's system of record are in the proper placeholder; on the correct loan; dated correctly; pages rotated correctly; separate documents as needed; and remove duplicate documents. Responsible for document preparation, scanning and i

Assists clients in opening all types of personal and complex non personal checking, savings and certificate of deposit accounts. Complies with CIP standards and reviews all new account documentation for accuracy, ensuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management. Has a thorough knowledge of bank products

Process deposits, withdrawals, check cashing and other Bank Transactions including night deposit, courier and ATM deposits within assigned limits servicing as the first line of defense from a risk management perspective. Balance and maintain cash drawer in accordance with branch performance standards. Proactively respond to incoming calls and serve as a customer advocate

Process deposits, withdrawals, check cashing and other Bank Transactions including night deposit, courier and ATM deposits within assigned limits servicing as the first line of defense from a risk management perspective. Balance and maintain cash drawer in accordance with branch performance standards. Proactively respond to incoming calls and serve as a customer advocate

Process deposits, withdrawals, check cash and other transactions quickly and accurately. Ensure that negotiable instruments and cash are accounted for by following proper security policies and procedures. Answer branch telephone calls and assist with customer requests or issues. Review and verify daily reports assigned by Branch Management. Perform all functions of assign

The Sr. Loan Processor is responsible for processing complex commercial loans from start to finish and other Bank loans as requested. Responsible for the building of Loan Files (hard or electronic, as applicable) according to the Bank's credit policies and Prepares Introduction Letter to applicant with a detailed list of informational items necessary to process the loan.

Demonstrate independence in the execution of the annual enterprise RCSA workshops and quarterly enterprise RCSA updates in collaboration with first and second line of defense risk owners. As part of the RCSA process, assist senior and executive management in identifying and assessing existing and emerging risks, and developing metrics and thresholds for key risk indicator

Process deposits, withdrawals, check cashing, and other Bank Transactions including night deposit, courier and ATM deposits within assigned limits serving as the first line of defense from a risk management perspective. Balance and maintain cash drawer in accordance with branch performance standards. Proactively respond to incoming calls and serves as a customer advocate

Review accuracy of client submissions and reroute if necessary in Salesforce. Update or maintain priority and status of outstanding transactions daily. Record client contact and outstanding requests for internal reference and record keeping. Maintain, organize, and archive purchase documents with consistency and detail. Complete asset setup in systems consistent with inte

Opens accounts. Closes accounts. Performs account maintenance. Pulls daily operational reports and processes within allowed timeframe. Maintains treasury management systems with current account information. Special projects as assigned. Other duties as assigned. QUALIFICATIONS Data entry experience. 1+ years of Banking experience preferred. Previous mortgage processor ski

Review and make decision to approve retail banking transactions including but not limited to over the counter transactions, ATM debit card increases, wires etc. Respond to approval requests promptly and professionally within established service level agreements. Handle escalations from branch staff and approves transactions that fall over established limits/guidelines. Ap

Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution Make appropriate decisions on behalf of the customer quickly and effectively. Provide information and knowledgeable assistance efficiently and professionally. Ability to effectively prioritize work to ensure efficie

Responsible for supervisory duties such as hiring/firing, training, coaching, directing work, performance evaluation, work assignment/scheduling, timecard/time off approval, employee grievances, disciplinary action, pay decisions, etc. Supervise, mentor, coach, and train staff incorporating existing knowledge, credit principles, and Omega training. Encourage teamwork and