Los Gatos Job Description Sample
Store Team Member
Job Description Store Team Members play a meaningful role within the CVS Health family. At CVS Health, we’re shaping the future of health care for people, businesses, and communities.
With your talents and expertise, you can help us play a more active and supportive role in each person’s unique healthcare needs. Join our team of thousands as we positively impact millions…one customer at a time. The Store Team Member position provides an opportunity, in a leading retail setting, to excel in a growing, high impact, customer focused role, working both independently and as a member of a team, to positively impact the lives of others.
Essential Functions: • Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues • Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed • Accurately operating a cash register - handling cash, checks and credit card transactions with precision while following company policies and procedures • Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager • Supporting opening and closing store activities, when needed • Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools • Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development •Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health
Required Qualifications • At least 16 years of age
• Remaining upright on the feet, particularly for sustained periods of time • Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting • Visual Acuity
- Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details
Preferred Qualifications • Previous experience in a retail or customer service setting
Education • High School diploma or equivalent
Business Overview CVS Caremark, through our unmatched breadth of service offerings, is transforming the delivery of health care services in the U.S. We are an innovative, fast-growing company guided by values that focus on teamwork, integrity and respect for our colleagues and customers.
What are we looking for in our colleagues? We seek fresh ideas, new perspectives, a diversity of experiences, and a dedication to service that will help us better meet the needs of the many people and businesses that rely on us each day. As the nation's largest pharmacy health care provider, we offer a wide range of exciting and fulfilling career opportunities across our three business units
- MinuteClinic, pharmacy benefit management (PBM) and retail pharmacy. Our energetic and service-oriented colleagues work hard every day to make a positive difference in the lives of our customers.
CVS Caremark is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws. Furthermore, we comply with the laws and regulations set forth in the following EEO is the Law Poster:
EEO IS THE LAW at http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. If you require assistance to apply for this job, please contact us by clicking AA EEO CVS Caremark at mailto:AA_EEO@cvscaremark.com
Data Warehouse Engineer - Santa Cruz, CA
Data Warehouse Engineer
Santa Cruz, CA Data Warehouse Engineer
Santa Cruz, CA
Data Warehousing, Ssis, SQL, ETL, Enterprise Data Warehouse, OLAP, T-SQL, Data Modeling, Dimensional Modeling, Business Intelligence Job Title: Data Warehouse Developer Job Location: Santa Cruz, CA Salary: $95k - $140k (DOE) Based in the sunny Santa Cruz area, we are a well-known and well-established SaaS company catering to the healthcare and financial services industries! If you're a Data Warehouse Specialist with significant experience, please apply today! Or send your resume AND salary requirements to me directly at: email@example.com
What You Will Be Doing Responsible for the full cycle corporate enterprise data warehouse including maintenance and support of software applications and database systems Architect and Design ODS, ETL applications, exception logs, reporting cubes and dimensional modeling Lead software development projects, new feature implementations, architecture analysis and testing Determine sizing requirements and preform DBA tasks associated with development of the Data Warehouse environment and Design data mart and create reporting templates and reporting architecture
What You Need for this Position Bachelors degree and 4+ years of experience as a data engineer with knowledge of: Enterprise Data Warehouse development & design Proficient with SQL and building SSIS packages Relational data models, ETL projects and launching new data initiatives Building data platforms and new features implementation Nice to have skills: Microsoft PDW (Parallel Data Warehouse) and WhereScape Red experience preferred (Not required) What's In It for You - Competitive salaries: $100k - $145k (DOE) EXCELLENT benefits Including: - Company paid healthcare
Vacation/PTO - Medical
401(k) and much more! So, if you're a Data Warehouse expert with SSIS experience, please apply today! Applicants must be authorized to work in the U.S. CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.
Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
*Data Warehouse Engineer
- Santa Cruz, CA* CA-Los GatosBB7-1418684
Sales Associate - Old Town Center
Sales Associate - Old Town Center
25 UNIVERSITY AVENUE Los Gatos, California
Date Posted:Jan. 05, 2018
Job Status: Part-time As a global specialty retailer, Banana Republic is focused on delivering versatile, contemporary classics. Our customers seek to make the most of every moment. How we do it is just as important as what we do. We value people who are confident, optimistic and curious, because we believe in unleashing creativity and greatness every day.
OVERVIEW: At Banana Republic Specialty Stores, we value people who are energetic, confident, optimistic, and curious. You’re a team player. You’re always there to help and engage with the customer.
KEY RESPONSIBILITIES: As a Sales Associate on the Banana Republic team, you will work together to meet goals, surrounded by energetic teammates, respectful leadership, and a caring company. Come join our team at Banana Republic if you:
Love an environment where everyone works together to service our customers
Want freedom to work a flexible schedule
Are passionate about working in a fast- paced retail environment
Appreciate a generous discount at Banana Republic, Gap, Old Navy and Athleta
KEY EXPERIENCES: As a Sales Associate, you will:
Engage with our customers, by assessing their needs and offering assistance whenever needed
Enhance the customer experience through digital offerings
Help team drive loyalty through BR card and email capture
Create an exceptional experience and ensure every customer leaves satisfied
Execute operational processes effectively and efficiently
- Flexible to perform a variety of duties to support the needs of the store Other
Tech savvy: comfortable with mobile devices, tablets and computers
Ability to maneuver around sales floor, stockroom and office
Ability to lift up to 30 lbs.
Merchandise discount for our brands: 50% off regular-priced merchandise at Gap, Banana Republic and Old Navy, 30% off at Outlet and 25% off at Athleta.
One of the most competitive Paid Time Off plans in the industry.*
Employees can take up to five “on the clock” hours each month to volunteer at a charity of their choice.*
Extensive 401(k) plan with company matching for contributions up to four percent of an employee’s base pay.*
Employee stock purchase plan.*
Employees receive medical, dental, vision and life insurance.*
Employees can apply for tuition reimbursement.*
Family care programs.
Pet Discount Program. *For eligible employees Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. In 2016, Gap Inc. was named one of the Best Places to Work by the Human Rights Campaign for the thirteenth consecutive year and was the sole winner of the Catalyst award for equality at http://www.catalyst.org/knowledge/gap-inc-women-and-opportunity in the workplace in 2016. Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status.
Quality Control Senior Underwriter
Job Description: s: Position Purpose: Auditing of FHA/VA and Conventional mortgage loan files both in pre-funding and post funding stages. Provide recommendations for corrections and improving processes. Reporting on individual loan file findings and compiling overall data of quality performance. Essential Functions and Basic Duties:
Performs daily audit of loans in process as selected randomly using set credit and risk criteria.
Audit loans for compliance with all federal, state and local laws and regulations.
Audit originated loans for compliance with established corporate policy and procedure.
Audit canceled and denied loans for compliance with applicable federal regulations.
Analyze originated loans for compliance with proper funding procedures.
Analyze funded loan documents for compliance with RESPA and HOEPA.
Verify documents provided are acceptable and reasonable. Note any "unusual" discrepancies or possible fraudulent document. Perform due diligence with vendors and institutions to validate the accuracy of file documentation and information.
Provide compilation of daily audit forms for review by key executives and operations management..
Ability to train new underwriters on FHA/VA guidelines and assist to achieve DE delegation.
Anaylze HUD Deficiencies and or Repurchase Requests for agency compliance and response
- Communication and interaction with all departments. Required Experience: Experience and
College degree (Bachelors degree preferred)
Minimum 5 years FHA/VA underwriting experience; DE Required, VA SAR preferred
Minimum 5 years experience working in mortgage lending operations.
Recent experience with CFPB
Knowledge of quality requirements and prior fraud training preferred.
Ability to review files and make independent determination of issues.
Familiarity with quality and fraud vendors and products is preferred.
Strong verbal and written communication skills.
Experience communicating with various levels within an organization.
Experience using MS Office products required.
Prior use of Loan Origination software preferred.
Ability to be flexible and to perform various departmental tasks upon request Keyword: FHA/VA underwriting experience; DE Required, VA SAR preferred From: First California Mortgage Company
Retail Customer Service Associate
Job Number: 1929804BR Employment Type: Regular Full-Time Job Category:
Retail Shift: Any Region: 040 : Bay Area Address Line 1: 15545 Los Gatos Blvd City: Los Gatos State:
California Zip Code: 95032 Career Preview To learn more about working at our FedEx Office Centers, follow the link below for an inside look at a career with us. FedEx Office Career Preview Position Summary At FedEx Office, team members with a passion for delivering the best customer service, who are confident and knowledgeable, make all the difference. Apply today to bring your friendly face and positive attitude to support our customers in a retail location.
You can make a positive impact in the lives of our customers each and every day! The Good StuffVariety! Connect with our valued and diverse customers to provide custom solutions.
Get creative! Collaborate with customers to build top notch and complex projects. Never a dull moment!
Fast-paced and exciting environment. Professionalism! Refine your skills and add value to your talents. Opportunities! At FedEx Office it is not just a stable job, but the opportunity to build a career.
About FedEx Office At FedEx Office, we help transform ideas from digital to physical by enabling customers to print and ship what, when and where they want, with the peace of mind expected of FedEx. FedEx Office is an equal opportunity employer. FedEx Office will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance. General Duties and Responsibilities (This is a representative list of the general duties the position may be asked to perform, and is not intended to be all-inclusive) PeopleFollows instructions of supervisors and assists other team members in performing center functions
Assists in the training of center team members ServiceDemonstrates consultative behaviors in a retail environment to understand each customer’s individualized need
Provides customer expertise in printing, signs and graphics and shipping product lines and can recommend appropriate FedEx Office products and services
Provides an outstanding customer service experience by using consultative skills to anticipate customer needs, suggest alternatives, and find solutions to meet customer needs
Ensures all customer problems are resolved quickly and to the satisfaction of the customer
Takes complex customer orders using order systems and provides accurate pricing information
Assembles parcels and prepares goods for shipping by wrapping items in insulation, inserting items into shipping containers, weighing packages, and affixing labels to parcels
Sets up and operates printing, binding, and other related equipment using customer supplied original media and documents
Maintains a safe, clean and orderly retail Center ProfitEnsures confidentiality of customer data and careful handling of documents, media, and packages
Processes financial transactions using a Point of Sale terminal (POS),including handling cash and making change
Cleans, repairs, and stocks all retail center printing and shipping equipment and supplies to provide optimal performance and availability
Stays current on retail Center merchandising materials and ensures proper display of all retail area product and signage
Takes preemptive action to prevent errors and waste
Completes required financial paperwork and may assist with financial reporting including daily sales, close-outs and bank deposits
Follows FedEx Office standard operating procedures as well as adhering to legal, HR, safety , customer service and security policies and procedures Self ManagementPerforms multiple tasks at the same time
Looks for opportunities to improve knowledge and skills within the retail CenterAble to operate with minimal supervision
Adheres to all FedEx Office team member and retail center standards, as outlined in the team member handbook
All other duties as needed or required Minimum Qualifications and Requirements High school diploma or equivalent education6+ months of specialized experience
Excellent verbal and written communication skills
For new hires, must meet all FedEx Office employment qualifications in force at time of hiring
For current FedEx Office team members, must meet hiring criteria for the position and transfer requirements as outlined in the Team Member Handbook Essential Functions ESSENTIAL FUNCTIONS:Ability to stand during entire shift, excluding meal and rest periods
Ability to move and lift 55 pounds
Ability, on a consistent basis, to bend/twist at the waist and knees
Ability, on a consistent basis, to communicate effectively with customers, vendors, and other team members
Ability, on a consistent basis, to perform work activities requiring cooperation and instruction
Ability, on a consistent basis, to function in a fast-paced environment, under substantial pressure
Ability, on a consistent basis, to maintain attention and concentration for extended periods of time
Ability, on a consistent basis, to work with minimal supervision
Ability, on a consistent basis, to report regularly to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting could include regular attendance at a physical location and/or maintaining established business hours depending on the scope and nature of the position Quality Driven Management (QDM) (Quality Driven Management strives to deliver market-leading customer experience, business excellence, and financial return through a Quality-oriented culture and day-to-day application of Quality science.)Suggests areas for improvement in internal processes along with possible solutions
Works with management to reduce company costs/wastes, and to optimize profitability in areas of responsibility
Applies Quality concepts presented at training during daily activities
Supports FedEx Office Quality initiatives EEO Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. All offers of employment made by FedEx Office are contingent upon the successful completion of a background investigation and a pre-employment drug screen (which must be completed within 2 business days of any conditional offer of employment). The existence of a criminal record is not an automatic or absolute bar to employment and a candidate’s criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information.
FedEx Office will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance. If you have a disability and you need assistance in order to apply for a position with FedEx Office, please email us at HR.BrassRingHelp@FedEx.com.
Full Time Car Washer - Los Gatos - Los Gatos Blvd.
Equal Opportunity Employer/Disability/Veterans Enterprise Rent-A-Car is the largest and fastest growing privately owned automotive rental and leasing company in the U.S. With over 9,000 branch offices worldwide, Enterprise ranks #1 in the Insurance Replacement Market with yearly revenues of over $20 billion. The Service Agent cleans vehicles inside and out (vehicles may be cleaned by hand or by operating washing equipment). The Service Agent also performs regular maintenance (non-mechanical services), moves vehicles, and performs other duties assigned by the manager, all completed in a safe and timely manner. This full time position pays $13.50 per hour and is located on Los Gatos Blvd in Los Gatos. This position includes paid time off, 401K matching, and discounts on rentals. The service agent position does require a drivers license. The Service Agent is responsible for the care and maintenance of the cars on the lot. This includes vacuuming and prepping the cars, shuttling cars to and from car washes and dealerships for servicing, car transports to and from offices, checking fluid levels, and changing tires.
Clean vehicle exterior by hand, brush or by operating washing equipment
Polish, dry and clean vehicle windshields, windows, lights, mats and exterior body, by hand
Vacuum, shampoo, add air freshener and clean vehicle interior (some stain removal may be required)
Determine need for and add windshield fluid, gas, oil, water and antifreeze
Perform basic maintenance check: antenna, under the hood, inside the vehicle, inside the trunk, and outside vehicle
Verify appropriate stickers are attached to vehicle (registration, plates, etc.)
May be responsible for maintaining an inventory of cleaning supplies
May assist with local automobile deliveries
Perform miscellaneous job-related duties as assigned
Must be at least 18 years old
Must have at least 6 months of prior work experience
Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future
Apart from religious observations, must be able to work 40 hours/week within the following schedule: Monday to Friday 730am to 6pm Every other Saturday 830am-1230pm We will consider qualified applicants with criminal histories as required by, and consistent with, applicable law.” Requisition Number: 2017-230179 External Company Name: Enterprise Holdings External Company URL: www.erac.com
Tutors must complete C2 Teacher Training Program and additional on-going training.
Instruct students in classes with a 3-to-1 student-teacher ratio.
Keep detailed records of tutoring sessions using C2 Student Progress Records and/or relevant forms.
Track and analyze student progress.
Tutors must prepare lessons to meet student needs.
Attend Teacher Team Meetings.
Work closely with Center Program Director to meet students’ academic goals. Key Competencies/Success Factors: Communicates Effectively
Delivers information in a clear, compelling, and concise manner.
Actively listens and checks for understanding.
Adjusts communication content and style to meet the diverse and distinct needs of C2 students.
Provide student feedback in a manner that supports learning. Drives Engagement
Builds immediate rapport with students.
Fosters a positive and motivating environment for students.
Invites participation and makes students feel that their contributions are valued.
Understands interpersonal and group dynamics and reacts in an effective manner. Passion for Results
Ability to organize and manage multiple responsibilities successfully.
Sets challenging goals and has high standards.
Manages the learning environment with a student-centered focus.
Maintain current knowledge base and proactively seeks to stay up to date in subjects Qualifications Position Qualifications
Bachelor’s Degree or higher is required
AP-level knowledge in at least one or more subjects (English, Humanities, Math, and/or Science).
High SAT or ACT scores preferred. We're looking for teachers who can score at or above the 95 percentile.
Highly skilled, motivated, versatile, dependable, and dynamic individuals with strong communication skills.
Friendly, patient, and sensitive to the needs of a diverse student population .
No teacher certification required.
No previous teaching or tutoring experience required but candidate must possess a love for teaching. Job ID2016-1876 # of Openings1 CategoryTeaching
Specialist (Los Gatos R240)
As a Specialist, you’re highly skilled at uncovering customers’ needs, then following through with enlightening solutions. Not only are you the first person customers meet when they enter the store, but you’re also the person who guides them — advising, selling, and even setting up their new products.
You perform other roles within the store too, whether it’s maintaining visual merchandising or assisting team members. Always curious, you stay on top of news about products and initiatives, ready to apply your learning in customer interactions. Your success is measured by team and individual productivity as well as overall store performance.
You’re proud to represent Apple, and you get great satisfaction from helping customers develop lifelong relationships with Apple. Apple is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Brand Ambassador Part Time Sales_Ty
Brand Ambassador Sales Part Time_TY If you are interested in helping to generate sales and increase brand awareness for some of the leading brands that you know and love, then we have the perfect position for you. A successful Brand Ambassador is responsible for engaging consumers, promoting brand awareness and driving product sales through live featured product demonstrations. The ideal candidate understands the importance of sales and customer engagement while working in retail locations. Things to consider:
You will be part of a leading team but will be assigned a territory; access to reliable transportation within your territory is critical.
For this position you may be transporting a branded demo kit that consists of a folding table, a picnic umbrella and sometimes crock pots or skillets depending upon what you are cooking up; when needed you will need to be able to transport your demo kit to each of your stores.
Shifts are generally 6-8 hours on Thursday-Sunday from 10am-4pm or 2pm-8pm depending upon when customers are most active in your area.
Pay rates are competitive starting at $14/hr.
commission. If this sounds like the right fit for you, we would love to talk with you! Who knows?! In a few weeks you could be a Brand Ambassador for Advantage Solutions a leading Sales & Marketing agency!
Brand awareness, positive product impressions and increased sales through product demonstration, customer engagement and effective communication of brand talking points
Excellent presentation skills and the ability to expertly articulate product features and benefits
Transport and set-up demonstration kit
Complete demonstration ownership and product representation with an emphasis on cleanliness, organization and the ability to follow instructions
Timely and accurate event reporting, submission of paperwork and online training
High School Diploma, G.E.D. or 1- 2 years equivalent applicable work experience.
Experience in event marketing, demonstrations, sales, brand promotion or retail/grocery.
Interact in a friendly, enthusiastic, energetic and outgoing manner with management, clients, and consumers in any setting.
A self-starter, able to work independently with little or no supervision.
Ability to work a full-time or part-time retail schedule, Thursday through Sunday.
Stand comfortably for up to 8 hours a day.
Able to regularly travel within your assigned territory up to 40 miles from your home.
Daily access to a PC computer with internet/email access.
Strong working knowledge Windows and Microsoft Office. Advantage Solutions is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. Advantage Solutions services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Advantage Sales and Marketing, LLC dba Advantage Solutions is proud to be an Equal Opportunity Employer.
Responsibilities Advantage Sales and Marketing, LLC dba Advantage Solutions is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. Advantage Solutions services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.
Position Summary The Brand Ambassador generates excitement, brand awareness, and increases product sales through event sampling and promotion. The individual will interact with consumers, clients, customers, and is responsible for understanding and implementing promotional techniques. This position will perform a wide range of activities ranging from brand promotion, training, product merchandising, and selling of products and services.
Essential Job Duties and Responsibilities
Brand Awareness & Sales:
Create brand awareness and positive impressions of the product by engaging consumers through sampling/distributing product and demonstrating product features.
Interaction with consumers through sampling/distributing products and creating brand awareness and positive impressions.
Responsible for ensuring brand talking points are communicated effectively with consumers.
Seek sales opportunities in departments throughout the store and other venues to maximize sales and sales of related attachments. Event Set-up and Breakdown:
Responsible for event set-up, sampling, and program breakdown.
Ensure demonstration area is clean, organized, and correctly set up according to the instructions provided.
Communicate pro-actively with event Supervisor. Personal Development/Training/Reporting :
Accurately complete and timely submit HR paperwork and reports online; call reports, expense reports (if applicable), training certification quizzes, etc... Participate in mandatory on-line training and conference calls (paid).
Attends initial training via on-line and conference call (specific date still TBD) as well as possible ongoing monthly product training, team meetings, client trainings, etc… (Paid) as a requirement.
Supervisory Responsibilities Direct Reports This position does not have supervisory responsibilities for direct reports Indirect Reports This position does not have guidance or mentoring responsibilities for indirect reports Travel and/or Driving Requirements Travel is not an essential duty and function of this job. Driving is an essential duty or function of this job.
Minimum Qualifications Education Level: (Required) High School Diploma or GED or equivalent experience Field of Study/Area of Experience: Click here to enter text. -Significant experience in event marketing, demonstrations, sales, or retail/grocery is highly desirable
Skills, Knowledge and Abilities
Ability to work effectively with management
Excellent written communication and verbal communication skills
Good interpersonal skills
Ability to work independently and prioritize duties with minimal supervision, in order to meet deadlines
Ability to make oral presentations
Environmental & Physical Requirements
Field / Administrative Requirements Incumbent must be able to perform the essential functions of the job. Work may be performed in an office, field, retail store, or warehouse environment. Typically requires the ability to spend 66%+ hours each work day doing the following activities: engage in considerable physical activity, ability to lift and/or push up to 50 pounds, stand on feet for long periods of time, use products or cook food as appropriate for the demonstration, and may be required to work in extremely cold conditions (i.e. refrigerated and freezer sections). Also required to travel and drive. The use of proper safety practices when handling the products and/or cooking is essential. A detailed Environmental and Physical Requirements document is available in the Total Rewards department.
Additional Information Regarding Advantage Solutions Job Duties and Job Descriptions Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. Advantage Solutions reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Advantage Solutions shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).
Important Information The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified. Are you passionate about Service Excellence, Results, Integrity, Entrepreneurial Focus and Leadership: These are our values at Advantage Solutions. Come learn why “Winning Together” is more than just words on a piece of paper. It is the vision by which we live our mission as an organization: "To create outstanding value for clients and customers through superior sales execution, operational excellence and innovative marketing services." AdvantageSolutionsis committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, AdvantageSolutionsshall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Advantage Solutions will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. All of our positions require the satisfactory completion of a background check. Please be aware that acknowledging or having criminal convictions does not constitute an automatic bar to employment. Factors including, but not limited to age and time of the offense, seriousness and nature of the violation, and rehabilitation will be taken into account.
Position TypePart Time
CategoryProduct and Event Demonstrations
Financial Advisor- Retirement & Investments
Financial Advisor- Retirement & Investments
Description COME GROW YOUR CAREER AT BANK OF THE WEST! What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West.
There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic.
We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.
BWIS Financial Advisor Job Description Summary Provides retirement planning strategies for Mass Affluent clients by assessing the client’s past, present and future financial needs, objectives and requirements. Meets needs by proactively building relationships with clients, providing ongoing advice and drawing on the range of available R&I products by using the BOW pitch book, playbook and conducting in-depth Premier Retirement checkup analysis for clients. Initiates and proactively cultivates relationships with bank partners including Branch Managers and others.
Essential Job Functions 1. Provides retirement strategies for client’s needs by collecting and analyzing client financial data to determine which products best meet the client’s retirement needs, and providing ongoing advice to the client as to what investment products are in the client’s best interest. 2. Must be able to develop / maintain cumulative IAS book of business of $0 - $9mm over period of years. 3.
Maintains an in-depth knowledge of the Bank’s products and offerings, and promotes these products and offerings amongst clients as appropriate. 4. Provides training to and promotes products amongst bank branch personnel in conjunction with BWIS Regional Manager and WMG Relationship Managers. 5. Establishes and maintains relationships with 3-5 bank branches to generate viable referrals for Retirement & Investment products. 6.
Provides outstanding customer service by following up on any client service request. 7. Fulfills all regulatory and firm compliance obligations as detailed in policies, procedures and regulations. 8. Creates financial plans for customers and deepens relationships with existing book of business clients. 9.
Collaborates with WMG and BOTW partners. 10. Responsible to grow IAS book of business to meet and exceed annual goal levels. 11. Performs other duties as assigned. * LI-LH1
- Bachelor’s Degree in Finance, Business Administration or related field
Required License(s) includes Series 7, Series 65/66 and State Life Insurance
Requires advanced knowledge of job area typically obtained through advanced education combined with experience. May have practical knowledge of project management.
Requires 5 years minimum prior relevant experience.
Knowledge of securities and financial industry; Bank products and service knowledge desired.
Demonstrated ability to effectively communicate with diverse clientele.
Demonstrated proficiency in MS office software (Word, Excel, and PowerPoint) and ability to navigate easily through Internet based systems.
Knowledge and experience with Appian and Microsoft Dynamics is preferred.
Excellent communication skills required in verbal and written communication, customer service, planning, organizational and making presentations. Equal Employment Opportunity Policy Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer
- Minority / Female / Disabled / Veteran. Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Location: United States-California-Los Gatos
Requisition ID: 034943
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