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Associate to the President

Sunwest Bank

  • Irvine, California
  • 30+ days ago
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    Skills

    • Analysis Skillsunmatched
    • Artificial Intelligence (AI)unmatched
    • Bank Secrecy Actunmatched
    • Banking Regulationsunmatched
    • Business Analysisunmatched
    • Compensation and Benefitsunmatched
    • Computer Scienceunmatched
    • Data Analysisunmatched
    • Economic Modelingunmatched
    • Economicsunmatched
    • Emerging Technologyunmatched
    • Executive Assistant Skills unmatched
    • Finance Softwareunmatched
    • Financial Analysisunmatched
    • Financial Modelingunmatched
    • Financial Operationsunmatched
    • Investment Servicesunmatched
    • Leadershipunmatched
    • Machine Learningunmatched
    • Operational Auditunmatched
    • Performance Reviewsunmatched
    • Physical Demandsunmatched
    • Presentation/Verbal Skillsunmatched
    • Private Bankingunmatched
    • Process Developmentunmatched
    • Profit & Lossunmatched
    • Project/Program Managementunmatched
    • Regulationsunmatched
    • Reporting Skillsunmatched
    • Software Engineeringunmatched
    • Strategic Planningunmatched
    • Technical Supportunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

    Description

    Job Title: Associate to the President
    Department:
    Executive - 64
    Reports to:
    President
    Status:   Exempt  Non-Exempt

    About the Role

    The Strategic Initiatives & AI Associate plays a critical role in supporting executive‑level initiatives and advancing the Bank’s adoption of AI‑driven solutions. This position provides exposure to strategic decision‑making, business analysis, and emerging technology while supporting projects that directly impact organizational growth and innovation. The role is designed as a 2–3 year accelerated development opportunity for a high‑potential professional.
     

    Work Details

    Schedule: Monday – Friday, This role requires flexibility in scheduling to support executive‑level priorities and critical initiatives, particularly during the early stages of employment.
    Work Location: Onsite  Hybrid  Remote
    Travel: None
     

    What You’ll Do

    • Execute strategic and tactical initiatives assigned by executive leadership, ensuring timely and high‑quality delivery
    • Support the planning, execution, and monitoring of cross‑functional strategic projects
    • Evaluate, implement, and optimize AI and machine learning solutions across the organization
    • Analyze financial, operational, and market data to generate executive‑level insights
    • Prepare confidential reports, presentations, models, and materials for C‑suite leadership and the Board
    • Translate complex data into clear, actionable recommendations for senior decision‑makers
    • Lead and coordinate internal teams in support of bank‑wide initiatives
    • Provide flexible support across initiatives ranging from administrative execution to advanced data analysis

    What We’re Looking For

    (Required)
    • Bachelor’s degree in Computer Science, Data Analytics, Economics, Financial Modeling, or a related field
    • 1–3 years of experience in data analytics, finance, software engineering, investment banking, or private equity
    • Working knowledge of AI, machine learning, or related technical disciplines
    • Advanced Excel modeling and analytical capabilities
    • Strong understanding of P&L dynamics and unit economics
    • Ability to manage projects independently and escalate issues appropriately
    • Exceptional written, verbal, and presentation skills
     
    (Nice to Have)
    • Experience supporting executive leadership or strategy teams
    • Exposure to evaluating private or AI process development 
    • Experience presenting to senior leadership, partners, or boards

    Why You’ll Love Working Here

    • Team Culture
    • Growth Opportunities
    • Benefits or Perks
     

    Posting Location(s):

    • Irvine Corporate Office; 2050 Main Street, Suite 300, Irvine, CA 92614

    Compensation

    $80,000 – $90,000 / year + bonus + benefits
     

    Physical Demands:

    In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.
    (Check the box that applies by double clicking on the box.)
      Sedentary: Limited activity, no lifting, limited walking
       Moderate: Mostly standing, walking, bending, frequent lifting
       Light: Office work, some lifting, bending, stooping or kneeling, walking
       Arduous: Heavy lifting, bending, crawling, climbing
     

    The Fine Print

    This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
     
    Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
     
    Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position.
     
    Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
     
    Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.
    •  

    Numbers & Facts

    LocationIrvine, California
    IndustryBanking
    Company Size50 to 99 employees
    Year Founded1970
    Websitehttps://www.sunwestbank.com/

    About Company

    Sunwest Bank has been consistently named one of the top performing banks in the United States by American Banker and SNL Financial. Sunwest’s primary focus is commercial business and real estate banking. Through 12 targeted locations across the Western United States, Sunwest offers a full suite of private and commercial banking services to its clients.

    Since 2009, Sunwest has completed five failed bank acquisitions beginning with the acquisitions of MetroPacific Bank of Irvine. Later that year, Sunwest expanded the franchise south to San Diego with the acquisition of Pacific Coast National Bank. Its expansion continued beyond the California border with the acquisition of First State Bank of Flagstaff from the FDIC, adding a presence in Northern Arizona. In 2013, the Bank expanded into the Northwest by acquiring the Washington-based Westside Community Bank which added two locations outside of Tacoma. Sunwest then broadened its Northwest presence to Boise through acquiring the failed Syringa Bank from the FDIC, adding nearly $140 million in assets and a network of five Idaho branches. In the latter half of last year, the Bank broadened its footprint further by adding LPOs in both the Salt Lake City and Phoenix, Arizona markets. These three out-of-state acquisitions and two de novo LPOs have positioned Sunwest well as it embarks on its next expansionary phase.

    Sunwest Bank operates with an iron clad balance sheet of $885 million in assets, $111 million in tangible capital and $4MM in reserves, making it well poised to continue its growth.

    Sunwest Bank is the flagship of H Bancorp, a $1.3 billion privately-owned bank holding company with a controlling interest in Bay Bank located in the Baltimore/D.C. corridor. H Bancorp provides strategic leadership, access to capital and an opportunity to participate credits across the entire H Bancorp family.

    SUNWEST BANK – AN ENTREPRENEURIAL BUSINESS BANK
    Sunwest prides itself on being an entrepreneurial and innovative commercial business bank. The Bank positions itself through deep knowledge in lending niches ensuring our people are regarded as trusted advisors and not simply bankers. It is with this approach that we provide impeccable service to our clients.

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