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.

Customer Service Representative – Palo Alto

Job Posting

Updated: June 8, 2018

Click here to apply for this position.

Title: 

Customer Service Representative

Position Type:  

Full-Time

Location: 

Palo Alto

Summary: 

This position is a client-facing role and is an integral part of our day-to-day Bank operations. The ideal candidate comes to us with a strong work ethic, great communication, and excellent customer service skills.

Essential Functions and Basic Duties:

  • Performs routine and intermediate branch and customer services duties; accepts retail and commercial checking and savings deposits; cashes checks and savings withdrawals and other client transactions as requested
  • Promotes business for the Bank by maintaining quality customer relations and referring customers to appropriate staff for new services.
  • Processes client transactions as requested, ensuring that all necessary documents are properly authorized, in proper form, within authorized limits, and completed accurately:
    • Receives retail and commercial checking and savings deposits and issues receipts.
    • Cashes checks, savings withdrawals, and prepares change orders.
    • Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.
    • Issues cashier's checks
    • Receives and processes stop payment and hold orders.
    • Other duties as assigned by management
  • Balances and reconciles cash drawer daily and verifies cash being returned to the vault.
  • Establishes proper identification of new customers and determines need and extent of reference investigation.
  • Assists with night depository duties.
    • Logs bags.
    • Processes deposits.
    • Makes change orders.
    • Issues receipts and returns bags to customers
  • Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated.
  • Records, files, updates information, prepares wire transfers and sorts mail or reports as required.
  • May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.).
  • Processes, credit ratings, verification of deposit, certifications, change orders and deposit slip corrections.
  • Performs safe deposit duties by controlling access, assisting customers and processing affiliated reports.
  • Maintains files, copies and faxes documents, and orders and distributes supplies.
  • May assist in opening and closing the vault daily; assists in balancing vault currency and coin.
  • May prepare and research data for levies and garnishments.
  • Assist clients with debit card transaction research, including ordering new debit cards.
  • Assist clients with Online Banking including but not limited to, resetting passwords, bill pay and basic functionality.
  • May assist clients with Mobile Banking and Mobile Remote Deposit Capture including but not limited to, enrollment and basic functionality
  • May assist New Accounts required, or for back up to other personnel.
  • Assists management in insuring compliance with applicable banking regulations, with particular emphasis on the Bank Secrecy Act. Understands government regulations with particular emphasis on the Bank Secrecy Act and related regulations and the fact that compliance with BSA regulations is an enterprise responsibility.
  • Responsible for ensuring compliance with all aspects of job related laws and regulations. Responsible for keeping compliance knowledge current by attending compliance related training seminars and/or staff meetings (or reviewing minutes when not in attendance for actual meetings) and by reading pertinent compliance related materials. Job related laws and regulations include" but are not limited to the following:
    • Expedited Funds Availability - Regulation CC
    • Red Flags - Identity Theft
    • Error Resolution - Regulation E
    • Truth in Savings - Regulation DD
    • Reserve Requirements for Depository Institutions - Regulation D
    • Privacy of Consumer Financial Information - Regulation P/GLBA
    • Prohibition on Funding of Unlawful Internet Gambling- Regulation GG

Qualifications and Desired Skills:

  • Basic Microsoft Office skills
  • Effective organizational, multi tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Knowledge and understanding of banking products and services
  • Ability to provide exceptional customer satisfaction to retain and grow customer banking relationships

Experience Required:

  • 2+ years of experience in commercial banking preferred

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