Business Services Associate jobs in United States
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Bank of Marin · 1 month ago

Business Services Associate

Bank of Marin, voted by our employees as one of the 'Best Places to Work' in the North Bay Business Journal, is seeking a Business Services Associate to join our Operations team onsite in Novato, California or Rancho Cordova, California. This position plays a vital role in maintaining our commitment to compliance and operational excellence, providing knowledge and support to our branch network and expert guidance on bank policies and procedures.

BankingConsultingWealth Management

Responsibilities

Strong knowledge of bank operations, policies, and procedures
Knowledge of applicable operating and computer systems
Basic understanding of banking laws and regulations
Knowledge and ability to perform new account ‘opening’ process which includes establishing a new customer relationship on core banking system
Knowledge and ability to collect necessary supporting signatures and required documentation when establishing any new account relationship
Proficient in Microsoft Word, Excel, and Outlook
Ability to professionally communicate in writing in a clear and concise manner with internal and external clients

Qualification

Bank operations knowledgeBanking laws understandingCore banking systemMicrosoft WordMicrosoft ExcelMicrosoft OutlookProfessional communication

Required

Strong knowledge of bank operations, policies, and procedures
Knowledge of applicable operating and computer systems
Basic understanding of banking laws and regulations
Knowledge and ability to perform new account ‘opening' process which includes establishing a new customer relationship on core banking system
Knowledge and ability to collect necessary supporting signatures and required documentation when establishing any new account relationship
Proficient in Microsoft Word, Excel, and Outlook
Ability to professionally communicate in writing in a clear and concise manner with internal and external clients
6 months - 1 year related experience and/or training
High school diploma or general education degree (GED) and/or one year certificate from college or technical school; or equivalent combination of education and experience

Benefits

Comprehensive health care coverage
A retirement savings plan with employer matching opportunity
Bank paid employee stock ownership plan
Tuition reimbursement
Employee volunteer program

Company

Bank of Marin

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Bank of Marin is the community and business bank in Marin County with 21 offices in Marin, San Francisco, Napa, Sonoma and Alameda.

Funding

Current Stage
Public Company
Total Funding
$45M
2025-11-19Post Ipo Debt· $45M
1999-12-31IPO

Leadership Team

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Misako Stewart
Executive Vice President and Chief Credit Officer
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Company data provided by crunchbase