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.
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.
Senior Vice President- Commercial Banking Western Alliance BancorpSenior Vice President- Commercial BankingCA$169,410–$209,270 / yearli>Gather 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.
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.
Customer Banking Associate Ultimate Staffing ServicesCustomer Banking AssociateOrange, California$40,000–$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.
Commercial Banking Assistant First BankCommercial Banking AssistantNewport Beach, CAp>High 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.
Relationship Advisor II- Corporate Banking First Citizens BancShares IncRelationship Advisor II- Corporate BankingIrvine, CA$67,500–$90,000 / yearFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client "KYC" for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
NewCommercial Banking Specialist (Hybrid) First American Financial CorpCommercial Banking Specialist (Hybrid)Santa Ana, CAFirst 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.
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.
Banking Specialist III-Sales First BankBanking Specialist III-SalesHuntington Beach, CA$23.75–$29 / hourp>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. Client Acquisition and Engagement: Acquire and deepen the branch client base through proactive service and sales activities, including needs assessments and tailored financial solutions.
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.
Banking 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 .
Private Banking- Business Insights Manager Citizens Financial Group IncPrivate Banking- Business Insights ManagerNewport Beach, CA$161,000–$189,000 / yearYou will apply your domain expertise to train and lead a team of Business Insights Analysts in providing predictive, prescriptive, diagnostic, and descriptive data analytics to support business initiatives and data requests. As the Business Insights Manager, you will lead a team that is responsible for synthesizing complex data to deliver meaningful, actionable business insights and strategic guidance to our business partners.
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.
Relationship Executive - Emerging Middle Market Banking - Executive Director JPMorgan Chase & CoRelationship Executive - Emerging Middle Market Banking - Executive DirectorIrvine, CASeven plus years lending or credit support related experience with a focus on business relationships • Understanding of Commercial Banking products and services • Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs • Ability to collaborate with internal partners and resources • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor • Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners • Deep local connections and market knowledge. • Champion a culture of innovation and a customer-centric mindset • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships • Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies • Develop a weekly sales plan prioritizing revenue-generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling.
Business Development Executive - Innovation Economy Technology Banking - Executive Director JPMorgan Chase & CoBusiness Development Executive - Innovation Economy Technology Banking - Executive DirectorIrvine, CAIn this role, you will be a creative and strategic thinker to build community and brand awareness in the local market including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market. 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.
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.
NewCommercial Real Estate- Real Estate Banking Program Analyst JPMorgan Chase & CoCommercial Real Estate- Real Estate Banking Program AnalystIrvine, CAYou will gain hands-on exposure by working directly with team members, participating in projects, and learning the end-to-end sales process across Sales/Originations, Credit/Risk, Treasury Services, and Portfolio Management. As a Real Estate Banking Analyst within the Commercial Real Estate (CRE) group, you… support national and regional real estate clients by helping develop customized financial solutions and transaction support.
Senior Client Service Associate (Middle Market Banking) City National BankSenior Client Service Associate (Middle Market Banking)Long Beach, CARemote$71,869–$114,797 / yearReviews large deposits and either approves or declines immediate credit based on knowledge of clientele account balance account history and other related factors within delegated authority. Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clientsprospects.
Core Banking System Architect - Director PricewaterhouseCoopers LLPCore Banking System Architect - DirectorCAp>• 12+ 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.
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.
Corp Banking Portfolio Mgr 3 U.S. BancorpCorp Banking Portfolio Mgr 3CA$98,175–$115,500 / yearResponsibilities include: • Underwriting all types of credit account exposure • Managing an assigned credit portfolio • Successfully closing new business relationships and expanding existing relationships • Managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships • Providing customer service • Participating in joint sales calls with Relationship Manager(s) • Identifying customer needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Commercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CA California Bank & TrustCommercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CAIrvine, 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.
Senior Banking Wire Operations Representative (On-Site) First American Financial CorpSenior Banking Wire Operations Representative (On-Site)Santa Ana, CAFirst 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. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years.
Customer Remediation Quality Control Data Analyst - Consumer & Business Banking Risk U.S. BancorpCustomer Remediation Quality Control Data Analyst - Consumer & Business Banking RiskCA$105,400–$124,000 / yearem> Maintain awareness of bank, regulatory, and industry changes and trends Responsibilities may also include contributing to CBB Risk Data Team projects or project implementation Perform other duties as assigned BASIC QUALIFICATIONS Seven to ten years of applicable experience Bachelor's degree or equivalent work experience PREFERRED SKILLS/EXPERIENCE SQL/SAS coding experience Five years of experience with bank systems Five years in a reporting, analytics, or technology environment Strong problem-solving, process facilitation, project management, and analytical skills Excellent interpersonal, written, and verbal communication skills Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact CBB Advanced understanding of CBB products, services, systems, and associated risks/controls, as well as supporting operational functions Python experience Advanced Excel computer skills and database knowledge Experience with SharePoint or TEAMS Comfortable working in a team environment with layers of required review/approval Ability to work in a fast-paced environment with large workloads If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. RESPONSIBILITIES Customer Remediation Support: The CBB Risk Data Team supports issue and business line management with research, data analysis, documentation and execution Credible Challenge: The CBB Risk Data Team accepts ownership of the data used within all CBB customer remediation events.
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.
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.
Processing Operations Manager, Commercial Term Lending - Commercial Real Estate Banking - Vice President JPMorgan Chase & CoProcessing Operations Manager, Commercial Term Lending - Commercial Real Estate Banking - Vice PresidentIrvine, CAp>As a Processing Operations Manager in Commercial Real Estate you will be responsible for day-to-day leadership of the processing function supporting commercial real estate products, with accountability for throughput, cycle times, quality, and control effectiveness. The role partners closely with Credit, Underwriting, Sales/Relationship Management, Closing/Funding, Compliance, Quality Assurance, and Technology to maintain an efficient operating model and to drive measurable improvements in productivity, risk outcomes, and employee engagement.
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.
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.
Business Banking Relationship Manager Bank of AmericaBusiness Banking Relationship ManagerNewport Beach, CaliforniaKey responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. 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.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsCarlsbad, Californiap style="text-align:inherit"/>US - CA - Carlsbad - 7700 El Camino Real - La Costa (CA0222), US - CA - La Jolla - 7680 Girard Ave - La Jolla Main (CA0112), US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165), US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819). Key responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution.
Relationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CA Bank of AmericaRelationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CANewport Beach, CaliforniaJob 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. 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 needed.
Foreign Subsidiary Banking Relationship Manager U.S. BancorpForeign Subsidiary Banking Relationship ManagerIrvine, CA$139,230–$163,800 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The RM grows revenue as directed by senior management by successfully prospecting and closing new business relationships while retaining and expanding existing customer relationships.
Business Banking Relationship Manager 3 - VP - Los Angeles East Team U.S. BancorpBusiness Banking Relationship Manager 3 - VP - Los Angeles East TeamDowney, CA$111,095–$130,700 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. U.S. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts-from loan generation to deposit growth to fee‑based production.
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 / yearp>Note: 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.).
Relationship Banking Specialist II California Bank of CommerceRelationship Banking Specialist IIRancho Santa Margarita, CA$22–$25 / 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 servicing accounts, superseding accounts, and proper account titling and ownership, to mitigate risk to the bank: Bank Secrecy Act.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourAdditional Qualifications Basic experience in credit management and lending operations with a strong understanding of risk management principles Desire to build leadership and coaching skills with the ability to train and develop talent Strong communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams Basic analytical skills with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise. 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.
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.
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.
Consumer Banking Market Leader Bank of AmericaConsumer Banking Market LeaderNewport Beach, California5+ years of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team; in lieu of this requirement, has successfully completed the Bank of America Academy-led Market Leadership Development Program. 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.
US MD Commercial Banking Bank of MontrealUS MD Commercial BankingNewport Beach, CA$164,400–$285,600 / yearDrives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Business Banking Relationship Manager Bank of MontrealBusiness Banking Relationship ManagerDowney, CA$57,500–$106,500 / yearli>Builds 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.
Commercial Banking - Technology Vertical Portfolio Manager Bank of MontrealCommercial Banking - Technology Vertical Portfolio ManagerNewport Beach, CA$88,800–$165,600 / yearp>Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients in the technology industry. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards.
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.
Technical Product Lead, Commercial Banking Deloitte Touche Tohmatsu LtdTechnical Product Lead, Commercial BankingCA$116,200–$229,100 / yearYou will work directly with commercial lending officers, treasury managers, and credit risk professionals to understand their work and help synthesize those across: current state understandings, target state hypothesis, process documentation, requirements, and / or and platform configuration decisions that drive measurable outcomes. As a Senior Consultant, you will lead Commercial Banking functional workstreams on large-scale banking transformation programs, translating complex business requirements into actionable solution designs while bridging the gap between business stakeholders and technology implementation teams.
Senior Business Banking Relationship Manager (LO) Wells Fargo & CoSenior Business Banking Relationship Manager (LO)Anaheim, CA$104,000–$168,000 / 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.