As a community bank that focuses on economic and environmental sustainability and takes a triple-bottom-line approach, we believe that a healthy environment is necessary for economic prosperity. We also believe that we can be a catalyst for positive change in our communities by providing fair, transparent, and sustainable banking products and services.
If you have a passion for building prosperity in our communities through beneficial banking services delivered in an economically and environmentally sustainable manner, we invite you to come join us. Together our vision of delivering a banking industry that is fair to the person with the least bargaining power; provides access to financial services for all our communities, particularly the traditionally under-served; results in the long-term prosperity of responsible consumers; promotes financial system stability; and contributes to the sustainability of the environmental commons will be realized.
Candidate should send their resumes to firstname.lastname@example.org.
AVP, Portfolio Manager, Business Banking
Location: Oakland, CA or Portland, OR
Portfolio Manager, Business Banking, is responsible for the risk management of specific assigned lending relationships of SBA, C&I, and/or Commercial Banking segments by loan exposure amount and/or borrower size, though mainly focus in Business Banking. As a client team member, one may act as or be the primary account manager for loan clients without a designated Relationship Manager. Risk management of account(s) includes partnering with RM and client to ensure compliance of financial reporting, covenants and accurate risk ratings in addition to renewals, modifications and increases/new loans.
AVP, Underwriter, Business Banking
Location: Oakland, CA or Portland, OR
The role as Underwriter, Business Banking, is responsible for the underwriting and coordination to closing mix loans of C&I (including SBA, Business Banking and/or Commercial Banking segments by loan exposure amount and/or borrower size) and investor CRE loans. Credit exposures can range in complexity and loan sizes, with this position capable to effectively execute large and complex relationships. This role is responsible for spreading, managing, and maintaining financial background on present and prospective customers which includes performing special financial statement analysis involving complex and interlocking relationships.
Location: Oakland, CA, Porterville, CA, and Seattle, WA
The primary duties of a Beneficial Banker vary from greeting customers, processing deposits and payments, and maintaining our customers’ accounts. Beneficial Bankers will also assist in verifying customer identities, posting loan payments, and balancing all daily transactions.
Commercial Loan Servicing Specialist II
Location: Portland, OR or Sacramento, CA
Commercial Loan Servicing Specialist II is responsible for loan servicing activities such as payment, wire settlements, and maintenance on existing loan and collateral file. This role may also be responsible for loan insurance follow up and interaction with Bank’s insurance vendor, loan boarding and/or call back, and quality control of new and renewed loans.
Relationship Manager Associate
Location: Portland, OR
Relationship Manager Associate is responsible in providing support to the VP, Relationship Managers by assisting with all client servicing needs and supporting the sales process with excellent customer service. Duties include answering client queries and completing administrative work to process loan and deposit requests, support the sales process, and business development prospecting of RMs including managing prospect lists and organizational tasks.
Portfolio Manager, CRE
Location: Santa Rosa, CA or Portland, OR
Portfolio Manager, CRE, is responsible for the risk management of specific assigned lending relationships of SBA, Business Banking, and/or Commercial Banking segments by loan exposure amount and/or borrower size, though main focus is in CRE. As a client team member, one may act as or be the primary account manager for loan clients without a designated Relationship Manager. Risk management of account(s) includes partnering with RM and client to ensure compliance of financial reporting, covenants and accurate risk ratings in addition to renewals, modifications and increases/new loans.
Senior Beneficial Banker
Location: Portland, OR
Senior Beneficial Banker is responsible for performing routine branch and customer services duties which includes the responsibility for efficient and accurate cash handling, opening and closing IRA’s, CDs, checking and savings accounts, and processing deposits/withdrawals; selling company products and services, ensuring customer awareness of all products and services. Operating a bank window to serve the Bank’s customers by processing checking, savings IRA’s, and CD deposits and withdrawals, verifying cash and endorsements, and providing customers with their receipts.
SVP, Regional Manager
Location: East Los Angeles, CA or Seattle, WA
The Regional Manager is responsible for the oversight of all sales and business development activities in the designated market related to commercial and small business lending, deposit products, cash management sales, and other commercial products and services offered by the Bank. This position will be active in the market communities, engaging with local non-profits and business associations/industry groups, promoting positive leadership and direction for the region, and seen as a market leader in the community. This position directly supervises the market team of Commercial and Small Business Relationship Managers, with indirect leadership of Client and Treasury Management Sales Officer(s) to ensure that loan; deposit; fee income and loan pricing goals are achieved or exceeded.
Location: Portland, OR
The Underwriter, SBA, has the primary duties of analyzing financial data and portfolio credit quality, preparing initial credit analysis, and assisting with any ongoing financial analysis of existing lending relationships. This position will assist the Underwriting Manager in analyzing and spreading financial statements and underwriting a variety of industries, loan products, and collateral types, though key focus are SBA loans.
VP, Client & Treasury Manager
Location: Fresno, CA and Portland, OR
Client & Treasury Manager is responsible for the development and analysis of new commercial, small business and non-profit organizations, and deposit and treasury management business; which includes the expansion of existing relationships and servicing customers. This position develops and presents sales proposals, acts as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues; providing support to complex customer relationships to ensure all needs are addressed while monitoring the market condition/trends.
VP, Relationship Manager
Location: East Los Angeles, CA
Relationship Manager is responsible for day to day client relationship and sales/business development efforts that will result in meeting and/or exceeding individual performance goals and achieving the Bank’s growth objective. Act is the primary contact of the bank with the client and is held accountable to understand and articulate to clients, prospects and community members in regard to the mission of Beneficial State Bank and at all time represents Beneficial State Bank in an ethical and professional manner. Relationship Manager maintain a record of all sales and relationship management activities through the use of established bank client management and internal communication systems.
At Beneficial State Bank, we focus on the total team member and promote a work-life balance.
We offer a competitive benefits package, which includes the following:
Beneficial State Bank is an affirmative action and equal opportunity employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, sexual orientation, gender identity, disability or veteran status.
To build the pipeline for the next generation of leaders, Beneficial State Bank and Foundation are proud to offer an intensive summer internship program which provides valuable work and learning experience to high-caliber students interested in beneficial banking, community economic development and responsible financial services. Through this 9-week program – with tracks for both collegiate and MBA students – interns work on challenging projects and complete deliverables designed to advance key initiatives and programs at Beneficial State.
Under the direction and mentorship of bank staff, each intern will complete a capstone project and present their findings to the executive leadership team at the end of the program. Additionally, to supplement the learning experience, interns gain exposure to community and socially-responsible banking through the "Beneficial Banking" Curriculum & Speaker Series. Led by experts in the fields of community banking, investing, and responsible finance, these workshops provide exposure to the challenges confronted by professionals in the industry and include site visits for interns to see the work in action.
Past interns have both joined the Beneficial State team after graduation and leveraged their rich internship experience into careers in financial services and a variety of socially-responsible sectors.
Get a sense of the program through our internship cohorts:
Each year, we conduct a nationwide search for the best and brightest to join Beneficial State. We look for highly skilled individuals whose passion for economic justice and environmental sustainability match the vision and goals of our organization. While we primarily target students pursuing an MBA or a related graduate degree, we will have a track for exceptional undergraduates who are completing their degrees this year or have graduated within the last year. Individuals from other academic disciplines are also strongly encouraged to submit an application.
Visit the Foundation’s Internship webpage to learn more.
If you would like to have Beneficial State Bank and Foundation represented at your campus internship fairs or career panels, please contact Maritessa Bravo Ares, the Foundation’s Community Engagement Officer at email@example.com who can identify the most appropriate person on our team.
Contact Maritessa Bravo Ares, the Foundation’s Community Engagement Officer at firstname.lastname@example.org to be added to the email list for internship opportunities.