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Job Description Classification: Exempt Job Summary: As a Sales Consultant, you’ll be the driving force behind the top-line growth of the branch you report into. In this position, you will report to a Regional Sales Manager that will train you, coach you and assist you in closing new business. After your 13-week training period, you will be ready to identify and secure new customers, build relationships, and deliver customized solutions for all types of businesses in food & beverage, industrial and healthcare industries that use linen, uniforms, and facility services like first aid and restroom supplies. With the support of a dedicated team, you’ll develop your skills, meet your financial goals, and help your branch achieve its growth goals. About Us: At Alsco Uniforms, we don’t just sell uniforms and linen laundry services – we offer solutions to help businesses maintain a safe and clean environment for their employees and customers. Since 1889, Alsco Uniforms has been a family-owned company that is headquartered in Salt Lake City, Utah. Today, the company operates over 80 laundry facilities throughout North America and proudly serves more than 125,000 customers in all industries. What makes Alsco Uniforms special? It’s our people. Our team members are the driving force behind our success, fueling decades of strong financial performance, innovation, and unmatched service. We’re looking for ambitious sales professionals who are ready to grow their careers with us. If you’re seeking competitive pay, excellent benefits, and a company that invests in your success, Alsco Uniforms is where you belong. Your sales mission is simple: Showcase to prospects why It Pays to Keep Clean with Alsco Uniforms. This is done by offering tailored solutions that keep businesses safe, spotless, and ready to thrive, ensuring a healthier and more professional environment for their employees and customers. Join our team and take the next step toward a fulfilling and dynamic career path! Our full-time employees enjoy: • Medical, Dental, Vision, FSA/HSA, • Life Insurance, Disability Insurance, • Vacation, Sick Time, Holidays, • Choice of Global Cash Card or Direct Deposit, • Career Advancement, • Learning & Development Opportunities, • Inclusive and Diverse Team Environment Benefits may vary for positions covered by a collective bargaining agreement. Daily Position Activities: • Build a pipeline of new business by identifying prospects, cold calling, qualifying, • leads, and presenting tailored proposals., • Meet and exceed weekly sales quotas by proactively managing your Salesforce sales funnel., • Collaborate with internal teams to ensure smooth onboarding for new customers., • Prepare for and participate in weekly branch growth meetings to outline your upcoming customer installations., • Foster strong relationships with new customers to ensure smooth transition to service team., • Safely operate a company vehicle and follow all policies and procedures., • Other duties as assigned by management. What this Position Requires for Success: • Strong communication and interpersonal skills to engage customers and colleagues., • A motivated, results-driven mindset with time management and territory management skills., • Desire to effectively utilize the company CRM to drive your results., • Proven history of successful sales experience and desire to be consistent and disciplined to meet and exceed your weekly goals., • A valid driver’s license with a clean driving record. Compensation and Benefits • Competitive base salary - $42,000 - $45,000 based with uncapped commissions., • Company vehicle with gas card and insurance included., • Unlimited earning potential with no commission caps on industrial, healthcare and facility services customers., • Up to 15:1 multiplier, highest in the industry., • Over $10,000 potential in quarterly and annual bonuses., • No account size max., • Receive commission on current contracted corporate accounts., • Ability to upsell into all current customers in your assigned territory., • Largest and most protected sales territories in the industry, offering a vast pool of potential customers in every territory., • Exclusive Winners Circle Awards Conference at a luxurious all-inclusive resort—earn your spot by achieving 125% of your sales quotas. No competition with other Sales Consultants, your success is based entirely on your own performance., • 401(k) with 25% match up to 6% of total income with overall 401(k) contribution up to 5.5% of annual income., • Education reimbursement., • Employee assistance program., • Comprehensive benefits, including medical, dental, vision, HSA with company match and fully funded long-term disa Company Compensation Stats: • Top Sales Consultants make over $200,000., • Top 10% Sales Consultants make over $150,000., • Top 25% Sales Consultants make over $125,000., • Sales Consultants that achieve the standard weekly quotas will earn $100,000. Working Conditions and Tools • Daily travel within designated sales territory., • Work in a mix of office, industrial, and customer environments., • iPhone, Laptop/iPad, Salesforce and anything else required to get the job done. Typical Physical Activity: • Physical Demands/Requirements consist of standing, sitting, walking, stooping, driving, grasping, moving equipment, pushing, pulling, reading, speaking, hearing, and lifting up to 30 lbs. Typical Environmental Conditions: • Vehicles on public roads, inside general offices, customer locations, areas of a typical industrial laundry facility, Service Center or depot. Travel Requirements: • Daily, driving by vehicle within a designated sales territory. Ready to launch your career with a company that values your ambition and rewards your success? Apply today and become part of the Alsco Uniforms growth journey. Requirements Qualifications: • Excellent verbal and written communication skills in English, ability to comprehend and follow direction, as well as strong time management skills., • Proficient computer skills in Microsoft Office., • Have and maintain a valid driver’s license and maintain a driving record free of chargeable accidents, speeding, safety or other violations., • Recognize colors, sizes and types of product. Count, add and subtract accurately., • Excellent interpersonal skills and ability to work successfully in a team environment., • College degree preferred or two years of outside sales experience. For a general description of benefits that are being offered for this position, please visit alsco.com/benefits . Alsco Uniforms is an Equal Employment Opportunity Employer. Candidates are considered for employment with Alsco Uniforms without regard to their race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status (specifically status as a disabled veteran, recently separated veteran, armed forces service medal veteran, or active duty wartime or campaign badge veteran), or other classification protected by applicable federal, state, or local law. Revised: 2/6/2025

Job Description We are looking for an experienced bilingual Spanish/English speaking Office Manager to oversee daily operations in Pacheco, California. This Long-term Contract position is ideal for someone who can work independently and serve as a steady resource for office, payroll, and employee support needs. The role requires a practical, organized, detail-oriented individual with construction industry experience who can help keep administrative processes running smoothly while supporting both office staff and field personnel. Responsibilities: • Oversee the office operations and ensure efficient workflow., • Support with payroll and billing processes., • Coordinate all back-office activities, including communication and data management., • Support the onsite crew of approximately 20 workers, including equipment pickup and return after lunchtime., • Assist the two onsite managers in handling client interactions and other tasks., • Provide support to the occasional workers who work on and off the yard. Qualifications: • Proven experience as an office manager or in a similar role., • Strong organizational and management skills., • Excellent communication and interpersonal abilities., • Ability to work independently and as part of a team., • Reliable and punctual. Preferred Skills: • Experience in coordinating blue-collar contractor-related activities., • Familiarity with payroll and billing processes. Actual use of quickbooks and payroll software is not required. That’s handled different office, • Ability to work remotely from a location that is not centrally located within the company., • Fluency in Spanish and English is required If you are interested in this Office Manager role, please apply today! • Minimum of 3 years of relevant experience in office administration, with prior work in the construction industry required., • Ability to manage branch operations independently and demonstrate sound judgment in a fast-paced environment., • Experience supporting payroll processes and maintaining accurate administrative records., • Working knowledge of general office procedures, supply management, and receptionist responsibilities., • Familiarity with accounts payable support and related documentation practices., • Strong communication and interpersonal skills, including the ability to assist employees with HR-related questions., • Spanish language proficiency is required., • Availability to work a permanent schedule of 7:00 a.m. to 3:00 p.m., with flexibility for a part-time schedule of approximately 6 hours per day if needed.

Job Description Job Title: Tree Care Business Developer Location: Martinez, CA Compensation: $70,304 - $85,000 + commissions. Benefits: (401k, Medical, Dental, Vision): • Comprehensive health and wellness coverage, • 401(k) with company match, • Paid Time Off (PTO), • Employee stock purchase program About the Role: The Tree Care Service (TCS) Business Developer (BD) manages the tree care services pipeline from prospecting to closing. The TCS Business Developer collaborates with partners, including operations, finance, marketing, and proposal administration to manage responses to bids in an effort to meet tree care services sales targets. The TCS Business Developer is a proactive leader, has a strong work ethic, and is a self-starter that enjoys interacting with the public and other employees. Duties and Responsibilities: • Sell and estimate Tree Care Services work in regional territories., • Perform sales prospecting using consultative sales techniques to build long-standing business relationships, marketing, and pricing., • Work with Landscape Maintenance Account Managers and Branch Manager to develop Tree Care programs and estimates for existing clients., • Prepare and conduct heavy phone prospecting, sales presentations, and web-ex demonstrations, and handles contract negotiations with minimum supervision., • Network to increase penetration for new tree care services accounts in assigned vertical or targeted accounts., • Achieve tree care services sales goals and is able to work independently., • Logs activity consistently and reliably in Salesforce, • Collaborate with internal resources to drive larger tree care services sales and opportunities., • Build and maintain trust-based professional relationships with key decision makers., • Work in a fast-paced environment while operating with a high sense of urgency., • Communicate proactively with all decision makers and influencers., • Plan daily, hit specific activity benchmarks, and close business. Education and Experience: • Bachelor’s Degree or equivalent work experience, • Appropriate Tree Care Industry certifications (TCIA or Certified Arborist), • ISA Certification Required, • Extensive face-to-face (B2B) selling experience at the mid-to-senior levels, 3-5 years of experience., • Experience in the service industry with commercial contract sales desirable, • Experience managing multiple projects and able to multi-task in a large territory., • Proficient with computer software programs, including MS Office Suite (Word, Excel, Outlook, and PowerPoint), • Experience with a CRM or SFA tool is beneficial., • Proven track record of sales goal attainment in a longer selling cycle environment., • Highly competitive, positive, and results-driven salesperson., • Excellent presentation skills, • Excellent oral and written communication skills to build client-centric and solution/value-based proposals., • Self-motivation and self-directed, • Local knowledge and contacts in one or more market segments preferred. Physical Demands/Requirements: • Constant operation of a computer and other office equipment such as a laptop, cell phone and sales programs/tools., • The position is a combination of mobile and sedentary work; must be able to remain in a stationary position for extended periods of time., • Customarily and regularly spends more than half of the time working away from our client’s places of business, selling, and obtaining orders or contracts for our client’s services., • Ability to travel by car, train, and plane., • Position needs to be able to traverse uneven grounds and walk on job sites with clients and branch teams for periods of time up to 4 hours. Work Environment: • Works both indoors and outdoors, • Field-based position, combination of office and customer facing. Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

Job DescriptionBrightView Landscape Services Looking for an opportunity where success comes naturally? Then you may have found your crew. We’re looking for an Account Manager to join our team. Here’s what you’d do: You’d be the primary contact for your clients, building long-term relationships that foster satisfaction, retention, and ancillary sales. You’d also oversee field operations and supervise a Production Manager, who works with the crew to deliver fantastic service in the field. You’d be responsible for: • Client Satisfaction:, • Developing and maintaining long-term relationships with clients, • Performing site walkthroughs with clients to ensure quality and service expectations are met, • Facilitating the resolution of client concerns to ensure renewal, • Sales:, • Proactively presenting site enhancement ideas to your clients, • Generating referrals from existing clients and passing them to the Business Developer, • Developing accurate estimates for new and existing clients, maintaining acceptable gross margins that support the branch’s financial goals, • Operations:, • Assisting in overall leadership of the branch, • Maintaining satisfactory accounts receivable levels, • Coordinating with the Branch Administrator to ensure branch databases contain up-to-date client information You might be a good fit if you have: • 1 year minimum of supervisory experience in the landscape or service industry, • An associate’s degree in a business-related field or equivalent experience, • A minimum of 3 years of prior customer service, management, and leadership experience within an organization, the landscaping industry or local marketplace And while not mandatory, it would be great if you also have: • The ability to coach and develop teams Here’s what to know about working here: At BrightView, we’re a tight-knit crew who are as passionate about caring for our clients as we are about each other. Though we’re the nation’s leading landscape company, we maintain a small company feel and supportive environment that makes our team members feel at home. If you’re looking to join a crew of talented go-getters who tackle big vision projects other companies could only dream of, you might just have found your match. With our range of services, including landscape design, development, maintenance and enhancements, there’s no limit to what we can do, and what you can achieve. In addition to industry-leading development opportunities, you’ll also have benefits and perks like: • Competitive salary, • Paid time off, • Medical, dental, and vision insurance Think you’ve found your crew? BrightView is an Equal Employment Opportunity and E-Verify Employer.

Walnut Creek, California (hybrid)Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software.ALSO open to considering Experienced Staff/Seniors (prep and review) with advisory experience!We are an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. We deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. We are a high growth, private equity backed, multi branch Registered Investment Advisor. Founded over 30 years ago in Sacramento, California, and still run by its original founders, we are primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. We are widely recognized as a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. We're currently seeking a Tax Manager for our Walnut Creek, CA office. The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. This is a full-time, Exempt role based out of Walnut Creek, CA. This position is a hybrid role. The base salary range for this role is $130,000 - $140,000 per year. In addition, we also provide generous benefits to all our full-time employees. You will apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback Review situations and transactions to determine federal, state and local filing requirements Analyze and respond to IRS, state, and local tax agency notices Participate in internal strategy discussions with clients and collaborate with their financial advisors Identify and resolve client tax related questions and issues Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management Performs other duties as assigned BS/BA Degree, accounting preferred Valid CPA license 6+ years individual, trust and gift tax return preparation and review experience Proficiency in income tax planning and compliance Multi-state tax preparation/filing experience preferred Form 1041 Trust & Estate and Form 709 Gift return experience Strong Excel and other software skills Intuit Lacerte tax software experience preferred Excellent oral and written communication skills and attention to detail Strong interpersonal and client service skills Ability to handle multiple priorities, clients and tight deadlinesBenefitsWe value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions This is an Exempt position. Exempt associates qualify for our "flexible" paid time off policy to take as needed. Option to participate in our Equity Purchase Program Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American's Bond Division has been underwriting surety and fidelity bonds for over 90 years. Great American is known for expert underwriting, solid financial strength, market leadership and creative solutions to all bonding needs. With a highly diverse product line, Great American is one of the top surety companies in the United States. Bonds - Great American Insurance Group Our Bonds Division is hiring for a Contract Surety Underwriting Manager to manage our Walnut Creek office! This position involves in-office work and traveling within the assigned territory. Essential Job Functions and Responsibilities • Understand and analyze business reports needed in the underwriting processes, including credit checks, bank agreements, and financial statements., • Responsible for all risk selection/rejection, pricing, retention, growth, and profitability for their branch office., • Assess risk quality in compliance with company guidelines., • Review the underwriting of others and make recommendations for extending surety credit including the terms and conditions., • Develop and maintain strategic relationships with internal and external stakeholders., • Communicate effectively., • Must be highly organized to handle a variety of responsibilities., • Deliver exceptional customer service., • Make timely, informed decisions., • Operate with integrity and honesty., • Hold self and team accountable for achieving established objectives., • Use independent judgment and initiative to support business goals., • Coach and develop team. Job Requirements • Education: Bachelor's Degree or equivalent experience., • Field of Study: Finance, Accounting or a related discipline, • Experience: Generally looking for 7+ years of related experience. Progression toward certification in area of expertise preferred; appropriate certifications could include Associate in Surety and Fidelity Bonding (AFSB), Certified Public Accountant (CPA) and/or Registered Professional Liability Underwriter (RPLU). Business Unit: Bond Salary Range: $180,000.00 - $225,000.00 Benefits: Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs. We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities. Responsibilities: • People Management, • Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office, • Maximize talent via employee development and coaching, • Facilitate a strong team culture and the sharing of best practices across an office or team, • Partner with Client Service Leadership Team to facilitate ongoing CSS training and development, • Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports, • Operations Management, • Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office, • Ensure an exceptional client experience in the office/team, • Act as a local contact for any operational issues or challenges, • Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers, • Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits, • Leadership, • Directly impact growth and client retention and monitor progress toward team goals, • Participate as a member of the Sr. Manager's leadership team along with other managers/directors to contribute to local strategy decisions, • Coordinate team meetings and events, • Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm, • Support Branch Operations on new projects and initiatives, • Support Learning and Development on Client Service Specialist trainings, • Office management responsibilities as assigned Requirements: Education: · Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: · Minimum 2 years of financial industry related experience · Minimum 2 years of client-facing experience · Experience with interacting with individuals at all income levels in a professional and confidential manner Certifications: · Notary designation a plus Job Skills: · Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion · Excellent verbal, written, analytical and organization skills · Technical and analytical training and ability to multi-task and manage multiple projects at once · Proficiency with financial planning software, Salesforce and MS Office Suite · Flexible, Reliable, Trustworthy, and Confidential with all matters Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $100,000—$110,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Accounting Operations & Credit Manager to lead the day-to-day accounting operations, credit, collections, and receivables management functions of the business. Serve as accounting support resource for branch managers and department leaders. Accounting Operations & Credit Manager.

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support • Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It’s your time, 24hrs or bust, Statement of fact, Everybody makes a difference), • Meet SERVICE standards for external customers., • Conduct/facilitate daily 8a.m. sales meetings., • Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions., • Support Sales efforts through coaching and mentoring., • Focus on stabilization of transaction accounts., • Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives., • Ensure that average monthly teller incentive goal of $110/FTE is met., • Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals., • Maintain or grow branch deposits., • Meet or exceed NII goal as outlined in your annual budget., • Meet minimum Elan goals., • Meet established QIS standards of 95% or above. Ownership & Accountability • Maintain control and tracking of operational losses and teller cash differences., • Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations., • Manage overall operations of the branch through effective delegation & follow-up., • Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities., • Ensure training & cross-training of staff. Identify any training, coaching or scripting needs., • Ensure all necessary reports are completed and forwarded on a timely basis., • Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard., • Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service., • Implement changes to policies and procedures timely and effectively., • Personal losses within loss limit., • Meet attendance guidelines. Administrative Control, Security & Audit • Ensure satisfactory ratings by Internal Audit., • Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1)., • Follow security protocols in opening, closing and internal operations procedures., • Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures., • Ensure branch remains within established loss limits. Compliance Responsibilities • Complete regulatory tutorials to ensure understanding of compliance standards & expectations., • Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations., • Answer regulatory questions correctly during Audit/Branch Review., • Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) • Approves non-standard transactions based on knowledge of client’s account history., • Schedules appropriate number of staff to successfully meet varying service demands and address any training needs., • Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual’s dignity and comply with established banking policies. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: • Must have all audits and branch reviews rated satisfactorily., • Must obtain an “at expectation” or better in all categories on the annual performance appraisal., • Consistent pattern of growth in all areas of sales support.Requirements: MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: • Successfully prioritize demands and meet quality and quantity service standards., • Apply basic math skills to balance cash and reconcile ledger accounts., • Evaluate job performance and identify training needs of subordinate staff., • Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: www.westamerica.com/about/privacy

Job DescriptionDescription: Quipt Home Medical is a rapidly growing leader in the provision of clinical respiratory equipment and service in the durable medical equipment industry. We are looking for driven individuals to come grow with us. Position: Customer Service Representative Position Reports To Branch Manager/CSR Director Position Summary As a Customer Service Representative, you are a direct point of contact for any patient, care giver, referral source, or commercial account that contacts Care Medical either in person, over the telephone or via the internet, to provide equipment and/or services. All CSSs are able to interact with customers to provide information in response to inquiries about products or services and to handle and resolve any complaints. A CSS is to receive, qualify, and process, according to procedure, all customer orders in a timely, efficient, accurate, and courteous manner. A CSS is often involved in investigating and responding to customer inquiries regarding shipments, products, deliveries and complaints. Let’s start with what’s important to you. The Benefits..... • Medical Insurance- multiple plans to choose from, • Dental & Vision Insurance, • Short Term Disability & Long Term Disability Options, • Life Insurance, • Generous PTO plan, • Paid Holidays, • 401K, • 401K match, • Competitive Pay Essential Responsibilities: Have a comprehensive understanding of the following: • All products we carry, • Companywide Policies, Procedures, Standards, Specifications, Guidelines and Training Programs, • Basic Brightree Functions, • Proper Intake Procedures, • Insurance Verification and Eligibility, • CMN Requirements and Prior Authorizations, • Documentation Requirements of the Equipment, • Patient’s Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade), • Difference Between Verbal, Written and WOPD orders, • Complaint Resolution Procedures, • Answers the telephone using the company’s professional greeting and taking complete, accurate and detailed messages. Transfers callers to appropriate person or voice mail number., • Greets all visitors coming on their arrival. Ensure that they are properly directed to the appropriate personnel who might assist them., • Distributes mail daily and monitors the fax machine for incoming transmissions. Distributes correspondence to appropriate personnel or mailbox depending on the priority of the correspondence., • Qualify orders by identifying the customer’s diagnosis and insurance coverage and ensure verification of the necessary insurance reimbursement information to process the third party billing when appropriate. Informs customers of financial responsibility., • Inputs customers’ orders or changes into the computer system timely. Processes work order and necessary paperwork as well as prescriptions for physicians., • Arranges for convenient customer delivery/pickup time with patient and/or caregivers. Conveys orders to Clinical Specialists and/or delivery personnel., • Handles customer complaints courteously using appropriate techniques, problem solving skills and follow-up logs., • Audits, confirms and files all deliveries, pick-up or exchange paperwork daily. Reviews various edit reports to assure accuracy., • Tracks active rentals, automatic reorders, and concentrator maintenance, processing in a timely as per policy and procedure., • Obtains appropriate prior authorization number and time frame from appropriate third party payer. Logs information into database., • Obtains verbal and written orders from physicians, discharge planners and other healthcare professionals as needed., • Ensure that all assigned procedures, including but not limited to, billing, posting, insurance, denials, inquiries, orders, and paperwork are processed in an accurate and timely manner., • All patient files and information are maintained and current at all times., • Participates in company training programs, • Demonstrates excellent oral and written communication skills with referrals, handling complaints and qualifying orders., • Timely filing of all necessary paperwork into patient charts., • Assist in working various computer reports for quality assurance., • Instruct the customer or caregiver in the proper and safe use of all equipment delivered in the store and provide each customer with the appropriate PIC sheet or other instructional material. Obtain required signatures and provide customers with a copy of the signed Delivery and Customer Information Checklists., • Strict adherence to all company policies and procedures., • Performs schedules hours, staggered shifts in accordance to the needs of the company., • Perform all above duties in other company locations when required., • May perform other duties not specifically listed in this position description as assigned by supervisor., • Continually strive to develop your knowledge and skills in all areas of your job. Requirements: Position Qualifications • High School Diploma or equivalent, • Previous experience in a Clerical or Customer Service environment, • Knowledge of Microsoft Office (Word, Excel) etc., • Proficient general office skills (typing, computer, fax, filing, multiple phone line), • Neat personal appearance with pleasing manner and interpersonal skills · Strong communication skills with capacity to make independent decisions · Medicare/Medicaid and insurance billing, bookkeeping or medical office experience preferred Continuing Education As designated by management to include company in services and off-site training programs as appropriate to industry and position. FLSA Status Non-Exempt Licenses, etc. None

Job Description The Inside Territory Sales Manager actively engages with COD House Accounts to grow sales and build a higher degree of customer loyalty. Increases sales of HVAC products to smaller accounts including commercial accounts for prospective and established customers. Is responsible for meeting established targets and quotas. This role requires one that is results driven and has a passion for sales. Position Responsibilities may include; • Plan, organize, maintain, develop and grow a volume driven and profitable base of ~50 Inside Sales Key Accounts., • The ITSM will nurture and develop these Key Accounts to the point where the account’s sales volume, rate of growth, and interest in partnership warrants graduating the account to an outside Territory Sales Manager., • When an ITSM successfully graduates accounts to TSMs, the ITSM will backfill those Inside Sales Key Accounts from the region’s House Account list., • The ITSM will coordinate with their ASM to confirm which accounts are ready for graduation to TSMs. The ASM will facilitate the account transfer and select the TSM to manage the graduated account., • Maintain and improve sales revenue and gross margin., • Effectively recruit new dealers; train, support, and develop their business., • Develop proposals for presentation to prospective customers., • Maintain customer relationships with customer decision makers & support personnel through proactive communication., • Directly manage all aspects of ITSM Key Account customer base., • Update and maintain customer and sales information in CRM., • Establish and maintain collaborative relationships with the corporate office staff as well as the field sales organization., • Obtain and provide local market intelligence and feedback to the Sales Manager., • Develop annual business plan in conjunction with the Manager, which details activities to follow during the fiscal year and will focus the Sales Associate on meeting or exceeding sales quotas., • Responsible for all sales activities, from lead generation through close in an assigned territory., • Perform additional projects/duties to support ongoing business needs., • Develop and execute territory strategies, dealer success plans, and engagement initiatives, while managing opportunities and leading dealer meetings to drive growth and strengthen partnerships, • Perform other tasks as assigned Nature & Scope: • Works within well-defined instructions, • Uses established procedures and works under supervision to perform assigned tasks, • Work is closely supervised Knowledge & Skills: • HVAC knowledge preferred, • SAP knowledge preferred, • Knowledge of advertising and sales promotion techniques, • Strong abilities to educate and influence partners on HVAC products and programs, • Possess excellent verbal & written communication and presentation skills, • Analytical skills to forecast channel sales and results, • Proven record of achieving planned quota, • Proficient in MS Office - Word, Excel, and Power Point, • Ability to establish positive working relationships with internal and external customers and employees, • Ability to apply good judgement and strong work ethics and integrity on the job and results driven, • Visibility requires maintaining a professional appearance and providing a positive company image to the public, • Self-disciplined individual, who is able to manage a territory from in a Branch, • Work requires willingness to work a flexible schedule and occasional overnight travel, • Participating in Branch Lunch Learns, Open Houses, CAD days, and participating in batting cages., • Assigned accounts within their territory to help grow new business. Experience: • 3+ years sales experience preferred, • HVAC experience preferred Education/Certification: High School Diploma or Equivalent People Management: No Physical Requirements / Work Environment: Must be able to perform essential responsibilities with or without reasonable accommodations. Reports To: Area Sales Manager Pay: $22.00 to $28.00 Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States. The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.

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