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.
Emerging Middle Market Relationship Manager, Vice President Bank of MontrealEmerging Middle Market Relationship Manager, Vice PresidentSacramento, CA$122,400–$228,000 / yearBuilds 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. BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life.
VP, Commercial Relationship Manager Bank of MontrealVP, Commercial Relationship ManagerLos Angeles, CA$122,400–$228,000 / yearBuilds 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. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Relationship Manager, Pac Rim Division Bank of MontrealRelationship Manager, Pac Rim DivisionSan Jose, CA$88,800–$165,600 / yearThe successful candidate will have a proven sales track record, a strong COI network, and solid commercial credit expertise to identify opportunities, structure complex lending solutions, and deliver exceptional client experiences. 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.
Senior Relationship Manager, Pac Rim Division Bank of MontrealSenior Relationship Manager, Pac Rim DivisionNewport Beach, CA$88,800–$165,600 / yearThe successful candidate will have a proven sales track record, a strong COI network, and solid commercial credit expertise to identify opportunities, structure complex lending solutions, and deliver exceptional client experiences. 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.
Relationship Manager East West BankRelationship ManagerSan Francisco, 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. Experience in dealing with a wide array of corporate clients and credit structures; Thorough knowledge of the banking and financial services industries; Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances; 10+ years of experience within the venture debt or venture lending industry or C&I lending.
Relationship Manager Austin Financial ServicesRelationship ManagerLos Angeles, CARemote$100,000–$160,000 / yearFull timeAbility to sit for extended periods of time, twist, bend, sit, walk, use hands to twist, handle or feel objects, tools or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk or hear. • Build and maintain strong relationships with existing and prospective clients to understand their needs and preferences to provide sound advice.
Wealth Relationship Manager HSBC Holdings PlcWealth Relationship ManagerBeverly Hills, CAYou will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. If you're looking to apply your wealth planning expertise in a role focused on deepening client relationships and building portfolio growth, this is a chance to make that impact at HSBC.
Senior Manager International Operations East West Bancorp IncSenior Manager International OperationsPasadena, CAOur 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 Senior Manager provides leadership in evaluating complex trade transactions, managing operational risks, identifying potential credit-related risks and exceptions within trade transactions for appropriate escalation and review, implementing strategic initiatives, and driving process improvements that enhance efficiency, scalability, and customer experience.
Portfolio Manager - Commercial and Industrial Bank of MontrealPortfolio Manager - Commercial and IndustrialDowney, 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.
Portfolio Manager - Commercial And Industrial BMO (Bank of Montreal)Portfolio Manager - Commercial And IndustrialLos Angeles, 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.
Senior Operations Manager WorkwaySenior Operations ManagerMurrieta, CA$160,000–$185,000 / yearCurrently, we have a Senior Operations Manager opportunity with a California-based community bank headquartered in Murrieta, CA dedicated to helping local businesses, entrepreneurs, and individuals achieve their financial goals through relationship-focused banking. #Banking #Operations #BankingManagemetn #OperationsManagement #CommunityBanking #CSS
Assistant Retail Service Manager - Sonoma Exchange BankAssistant Retail Service Manager - SonomaSonoma, CA$24.75–$30.32 / hourDemonstrate sound decision making by approving exception items and transactions; through the review of overdrawn accounts and determination on whether to pay items; and by identifying when situations require escalation or knowledge from an outside resource, and how to effectively access that resource to ensure a superior customer experience. POSITION SUMMARY: The Assistant Retail Service Manager is responsible for managing branch operations, addressing customer needs, assisting and coaching bankers, ensuring regulatory requirements are met and guaranteeing sound operational practices are followed.
NewAssistant Retail Service Manager - Reinking Branch Exchange BankAssistant Retail Service Manager - Reinking BranchSanta Rosa, CA$24.75–$30.32 / hourDemonstrate sound decision making by approving exception items and transactions; through the review of overdrawn accounts and determination on whether to pay items; and by identifying when situations require escalation or knowledge from an outside resource, and how to effectively access that resource to ensure a superior customer experience. POSITION SUMMARY: The Assistant Retail Service Manager is responsible for managing branch operations, addressing customer needs, assisting and coaching bankers, ensuring regulatory requirements are met and guaranteeing sound operational practices are followed.
District Senior Manager - Peninsula Gateway District Wells Fargo & CoDistrict Senior Manager - Peninsula Gateway DistrictPalo Alto, CA$143,000–$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. 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.
Branch Manager Central Coast Wells Fargo BankBranch Manager Central CoastPaso Robles, CaliforniaRelevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting. Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially.
GTP Treasury Portfolio Manager East West BankGTP Treasury Portfolio ManagerPasadena, 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. Overview: This position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for potential revenue lift.
NewDistrict Senior Manager Bay Area Region Wells Fargo BankDistrict Senior Manager Bay Area RegionSunnyvale, 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. In partnership with regional and national stakeholders, you will execute National Branch Network strategies and grow the district’s consumer, affluent, and small business banking business while operating with strong risk discipline, compliance focus, and ethical leadership.
Client Manager, Commercial Lines PCF Insurance ServicesClient Manager, Commercial LinesBakersfield, CARanked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. This role is responsible for building and maintaining strong client relationships, delivering exceptional service, and ensuring clients receive tailored insurance solutions that protect their businesses, operations, and long-term success.
NewSenior Account Services Manager East West BankSenior Account Services ManagerSanta Clara, 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. This role will have a strong focus on supporting and managing payment-related business relationships, including Visa Direct, Third-Party Payment Processors (TPPP), Alipay, TikTok, Tencent Pay, and Supply Chain Financing programs.