Career Opportunities

Connect with a
dynamic, growing team.
Connect with a dynamic, growing team.

Career Opportunities At Avidbank

Working at Avidbank you will find no two days alike. We are growing fast and are looking for like-minded individuals to join our team. We take pride in building long-lasting relationships with our clients, and we have lots of fun while doing so. We are advocates for our clients as well as our colleagues. Responsive, Collaborative & Accountable. We do what we say.

Below is a listing of current job openings along with all the details. To apply, click on the email link at the top of the job posting. Please be sure to attach your cover letter and resume.

Avidbank is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis.

Premier Banking Portfolio Manager – San Francisco

Job Posting

Updated: February 21, 2018

Click here to apply for this position.

Title: 

Premier Banking Portfolio Manager

Position Type:  

Full-Time

Location: 

San Francisco

Summary: 

The Premier Banking group provides ultra-high-touch banking while providing extraordinary client service. We are the experts in providing personal banking and business banking services by offering a full range of Avidbank products. We build relationships one client at a time. The Premier Banking Group will take the time to understand your needs, so that we can serve you at each stage of your life. You will have a team of experienced professionals who will bring the bank to you. We want to be your partner in every step. We do what we say.

The Premier Banking Portfolio Manager is integral to the day-to-day operations. The ideal candidate comes to us with a strong work ethic, great communication, attention to detail, ability to retain information and excellent client service.

Essential Functions and Basic Duties:

  • Coordinate new accounts through operations
  • Responsible for obtaining all required documentation from clients and prospects
  • Detailed knowledge of account analysis
  • Transitioning the client over from previous bank, ensure smooth transition
  • Knowledge of Cash Management services (online banking/remote deposit, etc.)
  • Coordinate the ordering of checks/debit cards/supplies through operations
  • Thorough knowledge of bank products
  • Provide on-going exceptional client service on the phone, in person
  • Supporting the Premier Banking team in day to day needs
  • Adhering to and complying with the applicable, Federal and State laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)
  • Adhering to Bank policies and procedures
  • Identifying and reporting suspicious activity to the BSA Officer
  • Perform duties & responsibilities as required or assigned by supervisor

Qualifications and Desired Skills:

  • Exceptional interpersonal skills to interface with clients, prospects, colleagues
  • Excellent organizational and communication skills (both verbal and written)

Experience Required:

  • College degree preferred
  • Minimum 3-5 year experience in banking