Careers

San Francisco, CA (On-Site)

POSITION OVERVIEW:

Are you looking to support a fast-growing, fast-paced, client-oriented boutique bank with opportunity to learn and grow? Bank of San Francisco is seeking a Central Operations Supervisor to become a critical part of our team. Please contact us today to discuss this opportunity!

RESPONSIBILITIES:

• Responsible for back-office functions including, but not limited to: Fraud Alerts and Dispute processing related to Debit Cards, Real Time Payments, Checks, Wires, and ACH transactions.
• Review and process Wire Transfers and Foreign Check Collections, accurately and timely.
• Complete timely disposition and resolution of exception items, such as NSF, Nonpost, Stop Payments, Incoming Chargebacks or Returns, Outgoing Chargebacks and Returns, and Positive Pay items.
• Reconcile daily GL of work-in-process accounts.
• Responsible for accurate processing and review of back-office client account maintenance including, but not limited to: Debit Card (rush orders and travel exceptions), stop payment request, virtual vault onboarding, research requests, verifications of deposit, legal orders and subpoenas, daily/periodic client notices or statements, dormant account and escheatment processing.
• Perform Monthly and Quarterly departmental certifications.
• Regularly review fraud monitoring system parameters and propose updates to ensure accurate activity patterns in current environment are reviewed and updates as transaction risks are identified.
• Regularly review and update departmental processes and procedures to enhance efficiency and ensure compliance.
• Work with Bank regulators and independent auditors to provide requested documentation and reports.
• Provide support to Client Services and Cash Management, as needed.
• Represent the Bank in a courteous and professional manner.
• Provide prompt, efficient and accurate service in processing requests.
• Prepare correspondence to clients using knowledge of Bank products and Bank policy.
• Resolve client inquiries while maintaining contact with client through telephone or written communication.

REQUIREMENTS:

• Minimum 5 years of banking experience from a financial institution and/or branch with management and back-office support experience.
• College degree preferred.
• Effective oral, written, and interpersonal communication skills with the ability to apply and carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients and employees.
• Ability to deal with routine problems involving multiple facets and variables in standardized situations.
• Effective management skills that coach and lead employees to maximize team efficiencies and foster employee growth potential while maintaining a balanced and productive work environment.
• Ability to work with minimal supervision while performing duties.
• A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively to current and potential clients.
• Ability to multitask, prioritize, and employ reasonable judgement in managing workload and various isolated situations.
• Experience, knowledge and training in fraud and fraud disputes related to Reg E, NACHA rules, Mastercard rules, and Check disputes and related timeframes.
• Experience, knowledge and training in branch and back-office operation activities, terminology and products and services.
• Experience, knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
• Ability to operate standard office equipment and proficient with Microsoft Office suite and Zoom.

To apply please send your resume or inquiry to humanresources@bankbsf.com.

Pay: $80,000 - $110,000 per year

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.

BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.

San Francisco, CA

POSITION OVERVIEW:

Under general supervision, the Digital Banking Specialist is responsible for providing exceptional service and support to our digital banking clients, ensuring a seamless online banking experience. This role requires a strong understanding of digital banking platforms, excellent communication skills, and a proactive approach to problem-solving. This position is responsible for performing a wide variety of services, such as assisting clients with questions, changes, or concerns regarding Digital Banking products and services.

This position is responsible for implementing and maintaining new Digital Banking Services following the close of sale through initial client product usage. It ensures that products are correctly set up in accordance with published service level agreements, provides implementation support to the Relationship Managers and line unit personnel by providing and recommending the appropriate processes for implementing a product.

In this role, they will handle all Digital Banking related product offerings and processes, including account analysis, online and mobile banking, remote deposit, wire remittance, positive pay, ACH originations, and Bill Pay.

When necessary, the Digital Banking Officer will provide backup support to the Client Services Team by opening and servicing new and existing accounts and assuring compliance with all applicable State and Federal banking regulations, bank policies, and procedures, including, but not limited to, the Bank Secrecy Act/Anti-Money Laundering Program and Information Systems Security Policies.

RESPONSIBILITIES:

• Represents the Bank to clients in a courteous and professional manner.
• Provides prompt, efficient, and accurate service in processing requests and transactions.
• Determines clients’ digital banking needs, explains various banking services offered, and processes agreements related to digital banking services.
• Assists clients with navigating digital platforms, including online banking, mobile banking, and digital payment services.
• Educates clients on the features and functionalities of our digital banking products and services.
• Troubleshoots and resolves client inquiries, technical issues, and account-related concerns via phone, email, or chat.
• Identifies opportunities proactively to improve clients' digital banking experience, providing management feedback as needed.
• Collaborates with cross-functional teams to address client feedback and enhance digital banking offerings.
• Conducts training sessions with clients regarding digital banking tools and processes.
• Assists the Digital Banking Supervisor with training internal staff regarding digital banking products and processes.
• Monitors activities in Bank’s general email inbox and digital banking chat platform.
• Analyzes, prepares, and presents Analyzed account statements, products and services to Relationship Managers and clients.
• Visits Remote Deposit Capture clients’ offices to perform regulatory-required site visits and equipment installations.
• Completes various reports related to banking transactions; reviews prepares and processes various daily operational reports, as well as the daily RDC/ACH/PosPay/Bill Pay checklist and Operations certifications.
• Resolves client concerns and inquiries; maintains contact with clients through telephone, chat, or written communication, as required.
• Performs other duties as assigned or as the situation dictates.

REQUIREMENTS:

• College degree in business, related field or equivalent working experience.
• Minimum 5 years’ experience in banking or a financial institution required.
• Minimum 3 years’ experience in Treasury/Cash Management required.
• Knowledge of Microsoft Office programs such as Outlook, PowerPoint, Word and Excel; knowledge of the use of various types of office equipment such as multi-line phones, printers and scanners.
• Proficiency in the use of network and PC-based software applications including menu-driven work processing, spreadsheet, database, and information reporting software.
• Ability to gather, arrange, compile, interpret, analyze, summarize, and evaluate information and data to formulate conclusions and recommended actions.
• Strong written and verbal communication skills.
• Ability to interact effectively with management and staff at all levels.
• A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively to current and potential clients.
• Ability to multi-task between different stages of a Digital Banking package (approval, set-up, install and training, etc.).
• Must be a self-starter.
• Ability to work independently as well as part of a team.
• A thorough knowledge of all Bank products and services.
• Attention to detail.
• Strong organizational skills, including prioritizing, multi-task and maintaining well-organized electronic files.

To apply please send your resume or inquiry to humanresources@bankbsf.com.

Pay: $78,000-$100,000 per year

Employee must assure compliance with all applicable State and Federal banking regulations, Bank policies and procedures, including but not limited to, the Bank Secrecy Act/Anti Money Laundering Program and Information Systems Security Policies.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.

BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply. 

San Francisco, CA (On-Site)

POSITION OVERVIEW:

Are you looking to support a fast-growing, fast-paced, client-oriented boutique bank with opportunity to learn and grow? Bank of San Francisco is seeking a Loan Documentation and Compliance Manager to become a critical part of our team. Please contact us today to discuss this opportunity!

RESPONSIBILITIES:

• Prepare loan documents for all commercial loans within expected timelines, ensuring that all documents are in compliance with applicable regulations and procedures.
• Manage all documentation and pre-closing workflow for all commercial loans, from approval through funding.
• Review signed document packages and approve funding for all loans.
• Work with title companies, outside legal counsel, and other vendors to ensure all loans are documented and funded within expected timeframes.
• Verify that all conditions are met and approved as outlined in the approved Loan Presentation (LP) prior to releasing documents.
• Review and approve process flows to enhance documentation and funding.
• Ensure Laser Pro updates are maintained and in compliance at all times.
• Review all entity documentation for compliance with signing requirements and BSA/AML compliance requirements.
• Ensure that all documentation software systems used by the Bank are updated and in compliance.
• Review all loan documentation drafted by other staff members and approve for release.
• Verify that insurance requirements are met prior to funding.
• Review post-closing items such as recorded documents and Title Policies.
• Assist with questions regarding payoff and collateral release.
• Serve as the key resource for all documentation and legal issues and questions that may otherwise require outside legal counsel.
• Manage the preparation and filing of Reg CC HMDA reports.
• Serve on the Bank’s CRA Committee and assist with preparation and management of CRA reports.

REQUIREMENTS:

• Proficient in Microsoft Excel, Word, and Laser-Pro.
• Accuracy and attention to detail.
• Excellent oral and written communication skills.
• Capable of being assigned specific projects and monitoring projects for completion within expected time frames.
• High degree of flexibility to react to an environment of growth and change.
• Bachelor’s degree in business, finance (or other related field) preferred.
• Minimum 5 years of banking experience in loan documentation and funding department.

To apply please send your resume or inquiry to Sue at humanresources@bankbsf.com.

Pay: $90,000 - $120,000 per year

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.

BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.