Associate Director of Digital Banking & Treasury Services JobotAssociate Director of Digital Banking & Treasury ServicesSeal Beach, CA$160,000–$220,000 / yearThe Associate Director of Digital Banking & Treasury Services partners closely with the Director of Digital Banking to provide enterprise leadership across the Bank’s digital channels, treasury services, payments, and card functions during a period of significant transformation and growth. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Payments Fraud Analyst (Banking) JobotPayments Fraud Analyst (Banking)Riverside, CA$65,000–$75,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role monitors transactions, analyzes data to identify fraud patterns, works closely with management to escalate incidents, and provides quarterly statistical metrics based on system performance and results.
Part time Banking Representative (Bank experience preferred) Ultimate Staffing ServicesPart time Banking Representative (Bank experience preferred)Cerritos, California$20–$24 / hourResponsibilities include: *Provides excellent customer service to clients in the processing of deposits, withdrawals, cashadvances, stop payments, blocks, wire transfers, and other transactions. Handles over the counter teller transactions, opens new accounts, responds to customer inquiries, complies with Bank policies and procedures.
Customer Banking Associate Ultimate Staffing ServicesCustomer Banking AssociateOrange, California$40,000As 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.
NewData Transmissions Specialist - Treasury Banking Operations Automatic Data Processing IncData Transmissions Specialist - Treasury Banking OperationsSan Dimas, CAKeep management apprised of all bank/vendor issues and potential bank processing deadline concerns by submitting incident notification report via email and providing periodic status updates timely. We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.
Commercial Banking Specialist (Hybrid) First AmericanCommercial Banking Specialist (Hybrid)Santa Ana, CaliforniaFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. Typically has 2-4 years’ related experience in a financial institution or commercial banking role, preferably with new accounts experience and familiarity with commercial banking products and services.
Senior Vice President- Commercial Banking Western Alliance BancorpSenior Vice President- Commercial BankingCA$169,410–$209,270 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Community Banking Supervisor Provident Financial Holdings, Inc.Community Banking SupervisorCorona, CA$21–$25 / hourThis is a hands-on leadership role - you'll work alongside your team on the teller line and platform, motivate staff to achieve sales goals, support compliance and operational excellence, and step in to guide the team in the absence of the Branch Service/Operations Manager. As a Community Banking Supervisor, you will help lead daily operations within the Retail Banking Center while ensuring exceptional customer service remains our top priority.
Banking Specialist II First BankBanking Specialist IIIrvine, CA$20.75–$25.50 / hourEffective Communications: Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Problem Solving: Knowledge of approaches, tools, and techniques for recognizing, anticipating, and resolving organizational, operational, or process problems; ability to apply this knowledge appropriately to diverse situations.
Commercial Banking Assistant First BankCommercial Banking AssistantNewport Beach, CAHigh school diploma or general education degree GED required some college preferred and 1-2 years commercial or retail deposit product knowledge along with loan experience and/or training or equivalent combination of education and experience Minimum of 1-2 years of administrative assistant experience required PC proficiency in a Windows environment is required working knowledge of Word and Excel strongly preferred Minimum 6 months previous customer service experience Excellent organizational skills and attention to detail Friendly and strong orientation towards customer service a must. Open CDs and track CD maturity dates for further customer follow up Balance Cash Items Report Overdraft Report and send in Activity Reports Perform various administrative responsibilities for the Managing Director and Relationship Managers including but not limited to opening sorting and distributing mail processing invoices and creating and typing correspondence.
Floating Banking Specialist II First BankFloating Banking Specialist IICosta Mesa, CA$20.75–$25.50 / hourEffective Communications: Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Problem Solving: Knowledge of approaches, tools, and techniques for recognizing, anticipating, and resolving organizational, operational, or process problems; ability to apply this knowledge appropriately to diverse situations.
Industry Executive-Multinational Corporation Banking-Executive Director JPMorgan Chase & CoIndustry Executive-Multinational Corporation Banking-Executive DirectorIrvine, CAIn addition, the Industry Executive partners closely with credit underwriting, treasury sales, client service, an administrative assistant, and other functional areas inside and outside of the Commercial & Specialized Industries to deliver products and solutions to clients. As a Multinational Corporation Banking (MNC) Industry Executive you will lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Multinational Corporation Banking clients.
Client Success Senior Associate - Tech/Startup Banking JPMorgan Chase & CoClient Success Senior Associate - Tech/Startup BankingIrvine, CAThis role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer will be a critical partner for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Banking Specialist III-Sales First BankBanking Specialist III-SalesHuntington Beach, CA$23.75–$29 / hourThe range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. Client Acquisition and Engagement: Acquire and deepen the branch client base through proactive service and sales activities, including needs assessments and tailored financial solutions.
Core Banking System Architect - Director PricewaterhouseCoopers LLPCore Banking System Architect - DirectorCA12+ years of experience in core banking architecture, design, and solution delivery, including hands-on experience with major core banking platforms (e.g., Temenos T24, Infosys Finacle, FIS, Oracle FLEXCUBE). You will work closely with clients, stakeholders, and PwC professionals to architect scalable, secure, and resilient core banking platforms that support business growth and regulatory requirements.
Investment Banking Associate, Consumer Group D.A. Davidson & Co.Investment Banking Associate, Consumer GroupIrvine, CA$160,000–$170,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed.
SVP, Relationship Manager, Commercial Banking - Orange County Banc of CaliforniaSVP, Relationship Manager, Commercial Banking - Orange CountyAnaheim, CaliforniaIntermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Agentic Commerce Senior Manager | Banking Accenture PlcAgentic Commerce Senior Manager | BankingIrvine, CAAs financial services customer journeys evolve beyond traditional websites and apps toward AI-mediated discovery, conversational interfaces, and intelligent agents, banks must modernize their platforms, product data, content ecosystems, and integration architectures. This Senior Manager will play a critical role in helping clients operationalize these changes by leading key workstreams across platform architecture, digital discoverability, content ecosystems, and AI-ready data infrastructure.
Senior Associate - Business Development Officer - Middle Market Banking JPMorgan Chase & CoSenior Associate - Business Development Officer - Middle Market BankingIrvine, CAAs a Business Development Officer within the Middle Market Banking team, you will be leading national business development initiatives for the Pacific Region with market responsibility of Southern California (San Diego, Inland Empire, Orange County, Los Angeles and Central Coast) under the guidance of the National Head for Business Development and Business Development Team Lead. Your role will involve generating high-quality sales leads for middle market bankers by engaging prospective clients in meaningful dialogue about their banking needs and identifying opportunities to create mutually-beneficial relationships.
NewBanking Coordinator FirstService ResidentialBanking CoordinatorIrvine, CA$23.50–$24 / hourFull timeRequesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. Self-motivated and proactive, with a collaborative mindset and a commitment to continuous improvementFamiliarity with banking platforms and treasury functions such as account management, signature authority, and cash management is strongly preferred .
VP, Relationship Manager, Commercial Banking - Inland Empire Banc of CaliforniaVP, Relationship Manager, Commercial Banking - Inland EmpireBrea, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
VP, Relationship Manager, Commercial Banking - Los Angeles Banc of CaliforniaVP, Relationship Manager, Commercial Banking - Los AngelesBrea, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Credit Risk, Senior Associate - Real Estate Banking JPMorgan Chase & CoCredit Risk, Senior Associate - Real Estate BankingIrvine, CAAs 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.
Fund Banking Analyst StifelFund Banking AnalystIrvine, CaliforniaFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Experienced Investment Banking Analyst - Consumer Group D.A. Davidson & Co.Experienced Investment Banking Analyst - Consumer GroupIrvine, CA$105,000–$115,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
Sr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA) Bank of America CorpSr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA)Newport Beach, CA$140,000–$235,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDICShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
NewAssociate Relationship Manager, Banking Services (Remote) First American Financial CorpAssociate Relationship Manager, Banking Services (Remote)Santa Ana, CARemoteFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. The Associate Relationship Manager, Banking Services supports Relationship Managers and Business Development Managers in delivering exceptional client service and strengthening banking relationships.
Commercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CA California Bank & TrustCommercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CATustin, CA$190,000–$230,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for Best Bank and Best Commercial Bank from the readers of San Diego Union-Tribune and Orange County Register.
Business Banking Relationship Manager II Fifth Third BancorpBusiness Banking Relationship Manager IICA$71,100–$145,900 / yearThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Business Banking Relationship Manager II (City of Industry) Fifth Third BankBusiness Banking Relationship Manager II (City of Industry)City of Industry, California$71,100–$145,900 / yearThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Relationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CA Bank of America CorpRelationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CANewport Beach, CA$140,000–$235,000 / yearResponsibilities:Acts as a trusted advisor for clients and prospects with annual revenues of $50 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as neededDevelops an in-depth understanding of clients'/prospects corporation, organization, and the related industry in addition to their strategy and needs, while responding to changes in the business environment or client/prospect needsLeverages ideas, insights, and relationships to generate new and incremental business for Bank of AmericaCollaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange, and Wealth ManagementFacilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance frameworkDesigns and implements a business plan that will maximize the profitability of each client and prospectBuilds relationships with internal and external sales referral partnersMotivates and influences client team members appropriately and collaborates in their onboarding, coaching, and developmentRequired Qualifications:10+ years of demonstrated sales experience, with a proven ability to drive revenue and build client relationshipsSecurities Industry Essentials (SIE), Series 7 and 63 licenses required to be obtained within 180 days of start dateStrong business development and analytical capabilitiesStrong interpersonal and communication skillsDemonstrated resilience and commitment to continuous learningStrong business acumenAbility to read and interpret both audited and unaudited company financial statementsPreferred Qualifications:Established local network of business referral sources and centers of influence (COIs)Skills:Business DevelopmentPipeline ManagementProspectingReferral IdentificationSales StrategyClient Experience BrandingFinancial AnalysisReferral ManagementRisk ManagementSales Performance ManagementData and Trend Analysis Minimum Education Requirement:Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. Job expectations include leveraging activity-based training modules, engaging in national and local leader and peer coaching, and developing knowledge of credit, treasury, and other operational services, while building client relationships, creating business plans, and influencing team performance.
Business Banking Sr Relationship Manager Bank of AmericaBusiness Banking Sr Relationship ManagerNewport Beach, CaliforniaCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions to clients and prospects. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Relationship Banking Specialist I California Bank of CommerceRelationship Banking Specialist IIrvine, CA$28–$33 / hourOccasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Demonstrated proficiency and understanding of all compliance regulations in support of opening new accounts, proper account titling and ownership, to mitigate risk to the bank: Bank Secrecy Act.
Business Banking Support Officer - Irvine or San Diego, CA California Bank & TrustBusiness Banking Support Officer - Irvine or San Diego, CAIrvine, CA$117,000–$144,000 / yearThis role is responsible for overseeing the business banking portfolio by ensuring strong portfolio management, monitoring pricing and lending workflows, supporting credit processes, and coordinating across stakeholders to drive profitability, risk management, and operational efficiency. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Banking Operations Management Trainee East West Bancorp IncBanking Operations Management TraineeEl Monte, CA$31–$36 / hourOur 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. Through a combination of rotational assignments, on-the-job and classroom training, formalized feedback and mentoring, trainees will gain direct hands-on experience in lending products and loan operations as well as exposures to deposit operations, trade operations, customer service, and other banking functions.
Senior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CA California Bank & TrustSenior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CAIrvine, CA$135,000–$192,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Analyst-Mortgage Banking Associate Newmark Group IncAnalyst-Mortgage Banking AssociateIrvine, CA$75,000–$90,000 / yearNote: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Portfolio Manager II - Business Banking City National BankPortfolio Manager II - Business BankingIrvine, CARemote$44.28–$75.42 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Primary responsibilities include: Underwrite and portfolio manage Business Banking clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
Credit Associate - Private Banking Commercial Real Estate City National BankCredit Associate - Private Banking Commercial Real EstateCARemote$34.55–$55.19 / hourIn partnership with Portfolio Managers and Credit Lead this role will support the Private Banking Commercial Real Estate portfolio while it is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types multifamily retail industrial office self-storage and unsecured. Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills actively seeking opportunities for professional growth and development eventually leading to ownership of a portfolio of credits.
Business Banking Relationship Manager Bank of MontrealBusiness Banking Relationship ManagerCA$63,300–$117,200 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
Assistant Vice President, Franchise Finance Commercial Banking Bank of MontrealAssistant Vice President, Franchise Finance Commercial BankingNewport Beach, CA$88,800–$165,600 / yearAnalyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
NewIRE Senior Lead Commercial Banking Relationship Manager Wells Fargo BankIRE Senior Lead Commercial Banking Relationship ManagerOntario, CaliforniaLead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions. Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships.
Commercial Banking Portfolio Management Manager Wells Fargo & CoCommercial Banking Portfolio Management ManagerIrvine, CA$119,000–$224,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. About this role: Wells Fargo is seeking a a Commercial Banking Portfolio Management Manager for C&I clients with annual revenue of $25 million to $2B+ supporting several Markets in the Southwest Division.
NewCredit Underwriter II – Portfolio Management/Commercial Real Estate Banking Bank of AmericaCredit Underwriter II – Portfolio Management/Commercial Real Estate BankingNewport Beach, CaliforniaThe Credit Underwriter II is responsible for the ongoing management and primary accountability for all monitoring and maintenance activities for an assigned portfolio of commercial real estate loans, primarily consisting of larger/complex client relationships. The Credit Underwriter II demonstrates strong judgement, sound credit skills, and is an active participant with the Credit Team in the credit approval process for complex clients/transactions.
Relationship Executive - Emerging Middle Market Banking - Executive Director JPMorgan Chase Bank, N.A.Relationship Executive - Emerging Middle Market Banking - Executive DirectorIrvine, CAFull timeJPMorganChase, 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.
Relationship Executive- Emerging Middle Market Banking- Executive Director JPMorgan Chase Bank, N.A.Relationship Executive- Emerging Middle Market Banking- Executive DirectorUpland, CAFull timeJPMorganChase, 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.
Banking Coordinator FirstService CorpBanking CoordinatorIrvine, CA$23.50–$24 / hourRequesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. Self-motivated and proactive, with a collaborative mindset and a commitment to continuous improvementFamiliarity with banking platforms and treasury functions such as account management, signature authority, and cash management is strongly preferred.
Fund Banking Analyst Stifel Financial CorpFund Banking AnalystIrvine, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Credit Risk, Senior Associate - Real Estate Banking JPMorgan Chase Bank, N.A.Credit Risk, Senior Associate - Real Estate BankingIrvine, CAFull timeAs 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.