Banking Specialist III - Sales Personal Banker Relationship Banker First BankBanking Specialist III - Sales Personal Banker Relationship BankerMarina Del Rey, CA$23.75–$29 / hourYou will serve as a key contributor to branch growth by acquiring new client relationships, expanding existing relationships, generating referrals, and partnering with internal business lines to deliver comprehensive financial solutions. The 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.
Corporate Banking Relationship Representative Info Resume EdgeCorporate Banking Relationship RepresentativeLos Angeles, CaliforniaThis role is pivotal in building and maintaining relationships with corporate clients, identifying financial solutions to meet their needs, and driving revenue growth through effective sales strategies. Sales Execution: Promote and cross-sell the banks products and services, including credit facilities, treasury management, deposit accounts, and other corporate banking solutions.
Banking Operations Processor WorkwayBanking Operations ProcessorLos Angeles, CA$20.50–$22.50 / hourAs a certified Community Development Financial Institution (CDFI), the Bank focuses on expanding access to affordable financial services, promoting financial literacy, and helping individuals and businesses build long-term wealth. Your specific duties will include: Monitoring and processing checks received through remote deposit, posting incoming wire transfers, and managing online banking access, remote deposit access, and transaction limits.
Corporate & Institutional Banking Undergraduate Intern – Agency Finance PNC BankCorporate & Institutional Banking Undergraduate Intern – Agency FinanceCalabasas, CaliforniaRequired Education and Experience : Working toward bachelor’s degree, preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), junior status. Interns will work directly with the Relationship Team and senior management to support daily operations related to underwriting (portfolio administration, periodic reviews, due diligence reviews, loan documentation and fulfillment) and sales functions (pre-call planning, client research, pre-screen, relationship reviews, and loan structuring).
NewInvestment Banking Vice President | Commercial Services Selby Jennings LtdInvestment Banking Vice President | Commercial ServicesLos Angeles, CAThe firm has invested heavily in senior talent and is now focused on building out the team beneath a highly regarded leadership group, creating strong opportunities for growth, mentorship, and advancement. I'm representing a growing middle-market investment bank seeking a Vice President (or experienced Senior Associate) to join its Commercial Services team.
Managing Director Investment Banking - Aerospace Defense Government Services MUFG Americas Holdings CorpManaging Director Investment Banking - Aerospace Defense Government ServicesLos Angeles, CA10+ years of experience in sell-side M&A advisory Minimum 5 years of industry specific M&A Deep understanding of the aerospace, defense and government services sectors Extensive record and experience of originating and executing M&A transaction in the aerospace, defense and government services sectors Outstanding academic credentials from a top tier school Team player willing to take an integral role in Intrepid's growth Excellent written and oral communications skills Self-starter willing to work in an entrepreneurial, demanding, and fast paced environment Ability to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing other senior bankers into these relationships FINRA Series 7, 63 or 79 license, Series 24. Managing Directors are involved in all phases of origination and execution including: • Building relationships with deal referral sources and business owners • Identifying, qualifying, and generating new prospect leads • Managing the client relationship and overseeing all client and counter-party communication • Leading a specific practice or product area, as applicable, and developing thought leadership in target sectors • Overseeing all aspects of the transaction • Assisting other bankers in firm building activities (training, recruiting, mentoring, etc.).
NewInvestment Banking Managing Director Selby Jennings LtdInvestment Banking Managing DirectorLos Angeles, CAAdditionally, ideal candidates are client facing and capable of leveraging business development resourcing, deal execution staff, and have a track record in mentoring Investment Banking Directors to Investment Banking Managing Directors. Ideal candidates are current Investment Banking Managing Directors focused on M&A, and specialized within Technology, Healthcare, Business Services, Industrials, and Consumer, and generating $3mm+ revenue per year.
NewInvestment Banking Managing Director | M&A Selby Jennings LtdInvestment Banking Managing Director | M&ALos Angeles, CAAdditionally, ideal candidates are client facing and capable of leveraging business development resourcing, deal execution staff, and have a track record in mentoring Investment Banking Directors to Investment Banking Managing Directors. Ideal candidates are current Investment Banking Managing Directors focused on M&A, and specialized within Technology, Healthcare, Business Services, Industrials, and Consumer, and generating $3mm+ revenue per year.
Managing Director, Banking Account Growth and Advisory West Monroe Partners, LLCManaging Director, Banking Account Growth and AdvisoryLos Angeles, CA$280,000–$330,000 / yearUnlike a traditional business development role focused on net-new logos, this position emphasizes growing existing client accounts by uncovering business challenges, developing strategic account plans, and aligning West Monroe''s technology capabilities to deliver measurable value. As a Director or Partner within our Banking Practice, you''ll play a pivotal role in helping clients navigate complex transformation initiatives while driving the continued growth of one of our fastest-growing practices.
NewFinancial Planner (CFP®) - Private Banking Flagstar Bank NAFinancial Planner (CFP®) - Private BankingEl Segundo, CA$90,000–$121,000 / yearFamily Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
NewCA-WA Private Mortgage Banking Associate Manager (SAFE) Wells Fargo & CoCA-WA Private Mortgage Banking Associate Manager (SAFE)El Segundo, CAThey 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. In this role you will: Responsible for coaching, directing and managing the sales activities of a small group of residential Home CA-WA Private Mortgage Bankers (at a minimum of 3 and maximum of 7 sales origination direct reports) under the direction of a Private Mortgage Banking Manager.
Banking & Finance Associate - NY, LA, SF OrrickBanking & Finance Associate - NY, LA, SFLos Angeles, CA$260,000–$390,000 / yearOur practice is focused on representing lenders and borrowers in a wide range of debt financings, both domestically and internationally, including private credit transactions, receivables financings, structured credit, distressed financings, syndicated credit facilities and growth capital financings. For attorney positions, a 'qualified applicant' is an individual who is a member of the State Bar of California, admitted in good standing, and is eligible to practice[1]; or whose admission to the State Bar of California and eligibility to practice remains subject only to successful completion of the California Bar Examination.
Solutions Architect - Financial Services Banking and Payments Databricks IncSolutions Architect - Financial Services Banking and PaymentsLos Angeles, CA$180,000–$247,500 / yearThis is a customer-facing role, where you will work with customers, your teammates, the product team, and our post-sales teams, to identify use cases for Databricks, develop architectures and solutions using our platform, and guide customers through the implementation, to accomplish value. Consult on big data architecture, implement proof of concepts for strategic customer projects, data science and machine learning projects, and validate integrations with cloud services and other 3rd party applications.
Wealth Banking Specialist (SAFE) Wells Fargo & CoWealth Banking Specialist (SAFE)Los Angeles, CA$82,000–$125,000 / 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. Required Qualifications: 2+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Senior Wealth Management Banking Coordinator (SAFE) Wells Fargo & CoSenior Wealth Management Banking Coordinator (SAFE)Los Angeles, CA$34.62–$52.40 / hourThey 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. In this role, you will: Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities.
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.
Credit Risk Manager - CREB Community Development Banking Bank of AmericaCredit Risk Manager - CREB Community Development BankingLos Angeles, CaliforniaTechnical knowledge and skills pertinent to federal and state tax credit equity investments (especially Low Income Housing Tax Credits and Historic Tax Credits), or prior experience in a risk management role. Key responsibilities include focusing on but not limited to credit, market, and reputational risk; as well as adherence to credit risk policies and external/internal reporting, including but not limited to Top of House (TOH) and Line of Business (LOB) specific reports or regulatory related reporting.
Relationship Manager Technology Banking City National BankRelationship Manager Technology BankingLos Angeles, CARemoteRELATIONSHIPS IN PORTFOLIO MAY CONTAIN NUMEROUS ACCOUNTS REQUIRING EXTENSIVE OPERATIONAL EXPERTISE TO MANAGE WORKFLOW TO MATCH CLIENT NEEDS, RISK CONTROL AND MAXIMIZE CROSS SELLING POTENTIAL. 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.
Audit Manager - Insurance and Banking Weaver And Tidwell LLPAudit Manager - Insurance and BankingManhattan Beach, CA$120,000–$160,000 / yearYou will be responsible for managing the day-to-day execution of complex financial services audits, mentoring and developing Associates, Senior Associates, and Supervisors, and collaborating closely with Partners on client service, project management, and business development. Working knowledge of U.S. GAAP and Statutory Accounting Principles (SAP) as they apply to property & casualty and/or life insurance companies, including familiarity with statutory financial reporting, the Model Audit Rule, and state insurance department regulatory requirements.
Associate, Capital Markets - Investment Banking StoutAssociate, Capital Markets - Investment BankingLos Angeles, New YorkBoth our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Responsible for the coordination and production of various investment banking projects and tasks, including: Underwrite, structure, and place live transactions using strong credit expertise.