Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Newport Beach or San Diego, CA Bank of AmericaSr. Relationship Manager - Global Commercial Banking (Middle Market) - Newport Beach or San Diego, CANewport Beach, CaliforniaCollaborates with domestic and international 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 in order to design and deliver financial solutions to clients and prospects. Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.
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.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsEl Segundo, CaliforniaKey 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. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
Business Banking Market Executive - South Bay/ Long Beach Bank of AmericaBusiness Banking Market Executive - South Bay/ Long BeachEl Segundo, CaliforniaDrives overall team performance by managing a salesforce that delivers the full suite of solutions to clients, acquiring new business, driving digital adoption, and utilizing new technology by raising awareness through meetings in collaboration with relevant key partners, driving individual accountability and monitoring data/metrics. This job is responsible for leading a team to grow a commercial banking portfolio, increase market share, and deliver top-notch service to clients while serving as an external bank ambassador to the business community within a particular geographic area.
Consumer Group, Investment Banking - Summer Analyst - 2028 Grads D.A. DavidsonConsumer Group, Investment Banking - Summer Analyst - 2028 GradsIrvine, CADavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm's Investment Banking Group.
Consumer Group, Investment Banking – Summer Analyst – 2028 Grads D.A. DavidsonConsumer Group, Investment Banking – Summer Analyst – 2028 GradsIrvine, CATemporaryWork on various projects to support client relations · Support business development activities of senior investment bankers · Monitor and update contact/deal database as needed for specific deal teams · Assist deal teams with other necessary day to day responsibilities Qualifications: Finance, Accounting, Economics, or Business majors with a minimum 3.5 GPA. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Credit Underwriter II - Portfolio Management/Commercial Real Estate Banking Bank of America CorpCredit Underwriter II - Portfolio Management/Commercial Real Estate BankingNewport Beach, CA$95,000–$144,000 / yearResponsibilities:Leads the credit analysis process with the support of other analysts and associatesPartners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirementsMonitors operating performance and financial condition, proactively identifying issues and opportunitiesAssists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making processReviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedureMay have primary coverage responsibility for a portfolio of clients with credit approval for certain credit actionsParticipate in loan structure conversations and completion of loan documentation with internal/external legal partnersExecutes post‑close credit activities, including documenting conditions, administering approved extensions, and coordinating related legal documentationPerforms comprehensive portfolio monitoring and maintenance activities, including covenant compliance, construction and collateral reviews, financial and guarantor analysis, and ongoing risk assessmentContributes to process improvement and simplification initiatives to enhance portfolio oversight, credit execution, and operational efficiencyRequired Qualifications: 5+ years commercial credit financial analysis and portfolio management experience5+ years of financial accounting, financial modeling or loan structuring. Commercial Credit TrainingDesired Qualifications: Bachelor's degree in finance, accounting, economics or similarCertificate from accredited real estate educational programLarge money center bank experienceCRE portfolio management experienceSkills:Attention to DetailCredit and Risk AssessmentFinancial AnalysisUnderwritingWritten CommunicationsAnalytical ThinkingCredit Documentation RequirementsFinancial Forecasting and ModelingRecording/Organizing InformationBusiness AcumenCollaborationCollateral ManagementLoan StructuringPrioritizationPortfolio ManagementShift: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.
Investment Banking Managing Director Selby Jennings LtdInvestment Banking Managing DirectorManhattan Beach, CAThis opportunity is ideal for a proven originator with an established book of business looking to partner with an entrepreneurial firm that offers strong execution support, business development resources, and flexibility in location. A growing middle-market advisory platform is seeking an experienced Managing Director to join its M&A practice.
Technology & Media Investment Banking, Associate, LA, Global Advisory RothschildTechnology & Media Investment Banking, Associate, LA, Global AdvisoryLos Angeles, CA$175,000–$225,000 / yearOur Technology clients range from large cap global leaders and financial sponsors to emerging growth companies and business owners in industry verticals that include enterprise software, media and entertainment, technology services, consumer / internet, automotive, legal, government, education, supply chain, IoT, insurance, and more. Operating as an integral part of our expansive global Technology franchise, our North American Technology team of 40 investment bankers possesses a team-oriented culture of talent development and advancement, dedication to excellence, and a growth mindset and has executed more than 85 deals valued at over $200bn since inception.
Technology & Media Investment Banking, Vice President, LA, Global Advisory RothschildTechnology & Media Investment Banking, Vice President, LA, Global AdvisoryLos Angeles, CA$250,000–$275,000 / yearOperating as an integral part of our expansive global Technology franchise, our North American Technology team of 40 investment bankers possesses a team-oriented culture of talent development and advancement, dedication to excellence, and a growth mindset and has executed more than 90 deals valued at over $200bn of transaction value since the US group's inception a decade ago. Our Technology clients range from large cap global leaders and financial sponsors to emerging growth companies and business owners in industry verticals that include enterprise software, media and entertainment, technology services, consumer / internet, automotive, legal, government, education, supply chain, IoT, insurance, and more.
Corporate & Institutional Banking Undergraduate Intern - Treasury Management The PNC Financial Services Group IncCorporate & Institutional Banking Undergraduate Intern - Treasury ManagementIrvine, CA$18–$35 / hourAs a leader in digital payment transformation, PNC Treasury Management (TM) helps clients to navigate these business challenges by developing and consulting on cutting-edge solutions to help our clients optimize working capital, achieve faster, more secure transactions, and take advantage of data-driven insights to unlock new potential for their company. Required Education and Experience: Working toward bachelor's degree, preferred business relevant majors (e.g., Marketing, Sales, Finance, Accounting, IT, Economics, Innovation, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Operations, junior status, Minimum GPA 3.2.
Corporate & Institutional Banking Undergraduate Intern - Business Credit The PNC Financial Services Group IncCorporate & Institutional Banking Undergraduate Intern - Business CreditPasadena, CA$18–$35 / hourJob Profile: Performs or assist the core activities of the group by applying knowledge learned to drive business results (e.g., deal, sales, process support, internal or external customer interaction, or supporting internal projects). PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Banking Operations - Senior Product Manager East West BankBanking Operations - Senior Product ManagerEl Monte, CaliforniaFull timeOur 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. The Product Manager oversees end-to-end operational and technology workflows, ensuring that incidents, enhancement requests, defects, and customer inquiries are properly prioritized, assigned, tracked, and resolved within established service levels.
Corporate & Institutional Banking Undergraduate Intern - Agency Finance The PNC Financial Services Group IncCorporate & Institutional Banking Undergraduate Intern - Agency FinanceCalabasas, CA$18–$35 / hourRequired 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).
Commercial Banking Portfolio Manager - Transportation US BankCommercial Banking Portfolio Manager - TransportationLos Angeles, CA$133,365–$156,900 / 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. 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.
Corporate Banking Portfolio Manager - Aerospace, Defense, And ESG US BankCorporate Banking Portfolio Manager - Aerospace, Defense, And ESGLos Angeles, CA$124,355–$146,300 / 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. The Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage Institutional Client Group (ICG) credit account relationships in the Aerospace and Defense sector as well as the Environmental Services Group (ESG).
NewAgency / Mortgage Banking Producer - Grandbridge Real Estate Capital Truist Financial CorporationAgency / Mortgage Banking Producer - Grandbridge Real Estate CapitalLos Angeles, CARemoteBackground Check Requirements: Section 19 of the Federal Deposit Insurance Act (FDIA) requires federally insured banks to conduct a "reasonable" inquiry into a job candidate's criminal history and prohibits people from working for or participating in the activities of FDIC-insured institutions if the individual has a criminal history involving dishonesty, breach of trust or money laundering within certain time periods. Additional restrictions that may limit employment at Truist include the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act, Regulation Z of the Truth in Lending Act, Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, FINRA Rule 3110(e), and the Investment Advisors Act of 1940.
Business Banking Credit Lending Authority Management Leader US BankBusiness Banking Credit Lending Authority Management LeaderLos Angeles, CA$133,365–$156,900 / yearThe Business Banking Credit Lending Authority Management leader will manage a newly developed team of Lending Authority Management professionals within the Business Banking Credit Services organization. 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.
Business Banking Merchant Account Executive U.S. BancorpBusiness Banking Merchant Account ExecutiveCA$80,370–$98,230 / yearElavon, a leader in payment solutions, is seeking an experienced outside Sales Account Executive to support our Business Banking relationship management partners across the This role is also open to Los Angeles and Orange County. Territory Coverage: This position is responsible for driving business development and referral partnerships throughout Los Angeles and Orange County - requiring frequent in-person engagement with clients, prospects, and bank partners across the territory.
Corporate Banking Relationship Manager - Global Industrials And Services US BankCorporate Banking Relationship Manager - Global Industrials And ServicesLos Angeles, CA$192,420–$235,180 / yearThe Relationship Manager's primary focus involves expanding and servicing a variety of large and highly complex customer relationships, taking a leadership role in all aspects of client relationship management, including dedication to customers, quality, accountability, loan and deposit growth, and fee income growth. 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.