<p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
We are looking for a dedicated Property Administrator to join our team in Carmel, California. This contract-to-permanent position involves working with high-end luxury properties, providing exceptional service to clients, and managing various administrative and operational tasks. The role offers opportunities for career growth and the chance to work in a collaborative and dynamic environment.<br><br>Responsibilities:<br>• Coordinate and oversee daily property management tasks, including scheduling events, floral arrangements, and dry cleaning services.<br>• Manage construction projects and liaise with contractors to ensure smooth operations.<br>• Provide exceptional customer service to high-profile clients, maintaining attention to detail and discretion.<br>• Utilize tools like Asana, Microsoft Outlook, and Nines for efficient project tracking and communication.<br>• Conduct fieldwork in Carmel and Pebble Beach, with mileage reimbursement provided.<br>• Collaborate with team members to develop and enhance concierge services.<br>• Maintain appropriate business attire while working in high-end environments.<br>• Support potential future roles in home services coordination.<br>• Assist with budgeting processes and billing functions related to property management.<br>• Build strong relationships with clients and stakeholders through proactive communication.
We are looking for a Property Administrator to join our team in Watsonville, California. This is a long-term contract position that offers an exciting opportunity to contribute to the management of affordable housing properties. The ideal candidate will play a key role in ensuring smooth operations, maintaining compliance, and assisting with tenant-related processes.<br><br>Responsibilities:<br>• Assist with rent collection and collaborate with the accounting department to manage financial data effectively.<br>• Prepare and complete tenant recertifications while issuing notices for non-compliance as required.<br>• Prioritize service requests for both residential and commercial units to ensure timely resolution.<br>• Process invoices accurately and oversee the turnover of units to maintain occupancy rates.<br>• Coordinate with maintenance teams and assist in sourcing vendors to address property needs.<br>• Support affordable housing programs by ensuring compliance with tax credit requirements.<br>• Utilize property management software, including Yardi, to streamline operations.<br>• Maintain organized documentation and records related to tenants and property management.<br>• Communicate professionally with tenants, vendors, and team members to foster positive relationships.<br>• Ensure adherence to housing regulations and city program guidelines.