30 Results for

Banking Jobs in Casa Blanca, CA

Jobs

Orange, California15 days ago

$40,000–$40,000

As a Member Service Consultant (MSC), you will play an integral role in delivering a superior experience to both new and existing members at our Orange, CA location. Join a dynamic financial institution dedicated to providing exceptional customer service and empowering community members with financial solutions.

Anaheim, CA30+ days ago

$250,000–$250,000

Backed by one of the most prominent private equity firms in the private lending space, we offer unlimited access to capital, allowing us to deliver unmatched flexibility and customized lending solutions for real estate investors of every size. The CFO will serve as a strategic partner to executive leadership, providing clear financial insight, risk management, and decision support to drive profitability and sustainable growth.

Irvine, CA30+ days ago

$142,500–$235,000 Per Year

Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Irvine, California30+ days ago

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, recommending changes in goals and plans, Provides financial management information by preparing financial status analyses and reports.

Newport Beach, CA30+ days ago

Full-time

Skills and Attributes:Excellent analytical skills and understanding of relevant financial and accounting principles; Ability to express ideas effectively and fluently; Comfortable with client interaction; Ability to work effectively with minimal direction under tight deadlines and multiple priorities, while maintaining a keen attention to detail; Strong proficiency in MS Office, Excel, PowerPoint, and similar software applications; Fast learner, self-motivated, organized, and willing to work within a flexible, demanding, and fast paced environment; and. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S. Investment Banking Senior Analysts are an important part of deal teams, work closely with senior-level bankers, and are responsible for assisting in the execution of M&A and capital raising transactions for public and private companies.

Irvine, CA30+ days ago

$100,000–$130,000 Per Year

The Senior Lending Specialist is expected to lead, mentor, and manage team members in loan pipeline oversight, and is an expert on credit policy, lending origination systems, and regulatory requirements involved in or commercial real estate/multi-family lending and C&I/business banking lending. + Manages end-to-end loan process with clients, internal/external partners from inquiry through post-closing (e.g., presents loan to Credit Officer for approval, locks & submits loans, collects conditions, assists with closing coordination and any post-closing requests).

Ontario, California30+ days ago

Remote

$92,114–$156,880 Per Year

This may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. Additional QualificationsPreferred to be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and be registered/licensed with the “Nationwide Mortgage Licensing System and Registry” (NMLS); or must be able to be registered under the Safe Act.

Irvine, California30+ days ago

Remote

$127,626–$237,014 Per Year

This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential .

Irvine, CA30+ days ago

Full-time

As a Portfolio Manager in Real Estate Banking, you will manage a portfolio of commercial real estate credits and relationships, partnering with coverage teams and clients to ensure the quality and resilience of our loan book. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Irvine, CA30+ days ago

Full-time

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Upland, CA30+ days ago

Full-time

Ontario, California14 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

San Juan Capistrano, CA30+ days ago

$21.21–$25.45 Per Hour

Handles multiple transaction types such as, accepts checks for cash and deposit, verifies cash, endorsements, and issues receipts; accepts deposits including bulk coin/currency, savings and checking deposits, issue cashier checks, and currency orders and shipments. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.

Irvine, California30+ days ago

$55,000–$62,000

Strongly preferred minimum of two year of business-to-business (B2B) client/customer service experience; preferably consultative customer service experience working within the banking, insurance, hospitality, retail and/or legal industry. Provide consultative customer service; help to determine customer goals, compliance challenges, and business needs, while utilizing product and industry knowledge to provide solutions and initiate orders crucial to corporate legal compliance.

Loma Linda, CA30+ days ago

$39,520–$46,810 Per Year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function.

Anaheim, CA30+ days ago

$20.71–$24.85 Per Hour

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. + Performs minor account maintenance tasks, as trained and assigned per branch needs, including but not limited to, address changes, debit card maintenance & check ordering.

Anaheim, CA15 days ago

$17–$22 Per Hour

We're a fast-growing financial technology provider helping business owners lower costs, increase revenue, and improve their quality of life. SALARY: This role includes biannual profit-sharing bonuses as part of a total compensation package, in addition to a full range of medical, dental, retirement planning, and/or other benefits.

New!

Costa Mesa, CA3 days ago

$50,000–$150,000 Per Year

Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

Irvine, CA30+ days ago

To support our growth, Barupon is seeking a highly experienced Managing Director – Sovereign & Institutional Capital who can build relationships with sovereign wealth funds, institutional investors, and banking institutions to secure large-scale capital partnerships. The Managing Director – Sovereign & Institutional Capital will lead Barupon's institutional fundraising and sovereign investment partnerships, focusing on attracting capital from global investors, financial institutions, and domestic banking networks.

New!

Irvine, CA1 day ago

$100,000–$300,000 Per Year

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

Diamond Bar, California28 days ago

The client is looking to add a Financial Advisor member to their team who can deliver thoughtful, intelligent, and insightful investment guidance through goal based planning. In this role, you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique goals as your primary focus.

Newport Beach, California13 days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Chino Hills, California30+ days ago

$20–$21.50 Per Hour

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.

Irvine, California30+ days ago

$20–$21.50 Per Hour

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.

Irvine, CA14 days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Fullerton, California23 days ago

New!

Hemet, California2 days ago

Irvine, California30+ days ago

$24–$27 Per Hour

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Branch Operations Lead at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.

Irvine, California12 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This role requires a strong understanding of lending models, payment ecosystems, capital structures, venture capital, regulatory considerations, and emerging financial technologies (technology evolution - startup to maturity), and is critical to enhancing Baker Tilly's market position and delivering differentiated value to clients.

Irvine, CA30+ days ago

$122,535–$208,715 Per Year

Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. As a member of City National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits.

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Banking Jobs in Casa Blanca, CA

Jobs

Customer Banking AssociateUltimate Staffing Services

Mortgage Banking CFOTeam Architects

Portfolio Banker - Emerging Middle Market Banking - Executive DirectorJPMorgan Chase

Wealth & Private Banking Regional ManagerEast West Bank

Investment Banking Senior AnalystRoth Capital Partners

Sr Private Bank, Lending Specialist Business BankingCitizens

Relationship Manager Business Banking SrCity National Bank

Relationship Manager Senior Corporate BankingCity National Bank

Credit Risk, Senior Associate - Real Estate BankingJPMorgan Chase Bank, N.A.

Relationship Executive - Emerging Middle Market Banking - Executive DirectorJPMorgan Chase Bank, N.A.

Relationship Executive- Emerging Middle Market Banking- Executive DirectorJPMorgan Chase Bank, N.A.

Financial AdvisorNorthwestern Mutual

Teller IIEnterprise Bank & Trust

Customer Success AssociateWolters Kluwer

Part Time Teller (20 hour) Loma Linda BranchCitigroup

Teller IEnterprise Bank & Trust

Bilingual Customer Service RepresentativeQuantum Electronic Payments

Financial AdvisorGoldBook Financial

Managing Director – Sovereign & Institutional CapitalBaRupOn LLC

Financial AdvisorSagient

Financial Advisor (Sacramento CA)Pathways

Registered Client Service AssociateStifel

In-Store Associate BankerEast West Bank

Associate BankerEast West Bank

Financial Advisor-SeattleRK Partners

Customer Service Representative (Bilingual)Community Choice Financial Family of Brands

Customer Service RepresentativeCommunity Choice Financial Family of Brands

Branch Operations LeadEast West Bank

Business Development Director - Specialty Finance + FinTechBaker Tilly Advisory Group, LP

Trust AdvisorCity National Bank

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