Relationship Manager - Fiduciary Banking/Specialty Deposits Flagstar Bank NARelationship Manager - Fiduciary Banking/Specialty DepositsCA$102,281.25–$160,918 / yearCredit Quality and Onboarding: When client/prospect lending needs arise, work with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. The position is supported by treasury management specialists, product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship.
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.).
Division Credit Manager - Consumer, SBA, Business Banking, Card City National BankDivision Credit Manager - Consumer, SBA, Business Banking, CardLos Angeles, CaliforniaRemote$195,995–$364,003 / yearFull timeThe Division Manager works with Credit Managers to coordinate and review reports submitted to various internal credit-related committees and prepare for and lead quarterly Portfolio Review meetings for each region or sub-verticals within their line of business to ensure that these sessions are efficient and meet Credit Risk's requirements. Industry Awareness: Stays informed about industry trends, market conditions, economic trends, regulatory changes, and competitor activities to proactively address potential impacts on the business line and portfolio.
Preferred Banking RM City National BankPreferred Banking RMIrvine, CaliforniaRemote$78,970–$126,140 / yearFull timeThe Preferred Banking RM is responsible for cultivating and expanding the Bank's affluent and future high net worth personal banking relationships through outbound and inbound sales efforts, including, but not limited to: establishing relationships with centers of influence (COIs), developing internal and external client referrals, pursuing qualified digital marketing leads and other channels. Outside Sales: Individually source and originate new banking and wealth relationships primarily through professional relationships and referrals (example: realtors, attorneys, CPAs, business managers, financial advisors) that fit within the banks overarching financial strategy.
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.
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.
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.
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.
Associate Relationship Manager, Banking Services (Hybrid) First AmericanAssociate Relationship Manager, Banking Services (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. The Associate Relationship Manager, Banking Services supports Relationship Managers and Business Development Managers in delivering exceptional client service and strengthening banking relationships.
NewCorporate & Institutional Banking Development Program Analyst/Associate - Business Credit The PNC Financial Services Group IncCorporate & Institutional Banking Development Program Analyst/Associate - Business CreditPasadena, CA$39,100–$126,500 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Underwriter III- Real Estate Banking The PNC Financial Services Group IncUnderwriter III- Real Estate BankingCalabasas, CA$67,500–$172,500 / yearThe Entity Finance Underwriter is responsible for performing comprehensive credit underwriting and portfolio management across complex entity-level real estate transactions, including private and institutional real estate funds, homebuilders, real estate operating companies (REOCs), and subscription/capital call facilities. Accuracy and Attention to Detail, Coaching Others, Credit Analysis and Verification, Decision Making and Critical Thinking, Knowledge of Underwriting, Managing Multiple Priorities, Market Research, Real Estate Development, Real Estate Practice, Real Estate Property Data Analysis, Real Estate Sales Closings and Agreements, Regulatory Environment - Financial Services.
NewCorporate & Institutional Banking (C&IB) Development Program Analyst/Associate - Agency Finance The PNC Financial Services Group IncCorporate & Institutional Banking (C&IB) Development Program Analyst/Associate - Agency FinanceCalabasas, CA$39,100–$126,500 / yearRequired Education and Experience: 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), Minimum GPA 3.2. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
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.
Private Mortgage Banking Associate Manager (SAFE) Wells Fargo & CoPrivate Mortgage Banking Associate Manager (SAFE)Los Angeles, 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. Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service.
NewCA WA Private Mortgage Banking Associate Manager Wells Fargo BankCA WA Private Mortgage Banking Associate ManagerIrvine, CaliforniaThey 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. Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service.
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.
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.
Business Banking Sr Relationship Manager Bank of AmericaBusiness Banking Sr Relationship ManagerEl Segundo, CaliforniaThe role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management and contract renewals. Collaborates 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.
NewFinancial Planner (CFP®) - Private Banking Flagstar Bank NAFinancial Planner (CFP®) - Private BankingNewport Beach, 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.