NewPortfolio Banker JobotPortfolio BankerFullerton, CA$130,000–$155,000 / yearThe Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and credit needs of prospective and existing Commercial Real Estate (CRE) borrowers. 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.
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.
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.
Private Banker City National BankPrivate BankerIrvine, CARemote$127,626–$237,014 / yearPartner with City National Securities CNS Investment Officer IO to communicate with clients about current conditions in the financial markets investment alternatives asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust investment and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
Team Lead Private Banker City National BankTeam Lead Private BankerIrvine, CARemote$141,830–$263,408 / yearPartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
Relationship Banker - Los Angeles South Market - Bilingual Spanish Required Bank of America CorpRelationship Banker - Los Angeles South Market - Bilingual Spanish RequiredDowney, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Back to search results Relationship Banker - Los Angeles South Market - Bilingual Spanish Required Downey, California; Walnut Park, California; Downey, California; Los Angeles, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Relationship Banker - Orange County South Market - Bilingual Spanish Required Bank of America CorpRelationship Banker - Orange County South Market - Bilingual Spanish RequiredSan Juan Capistrano, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Back to search results Relationship Banker - Orange County South Market - Bilingual Spanish Required San Juan Capistrano, California; San Juan Capistrano, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Relationship Banker - Los Angeles North Orange Bank of America CorpRelationship Banker - Los Angeles North OrangeLakewood, CA$25–$27.88 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role View transcript Close transcript [Music in background throughout] [Bankers working with clients in-person and on video chat.]
Relationship Banker - Orange County West Coast Bank of America CorpRelationship Banker - Orange County West CoastFountain Valley, CA$25–$27.88 / hourBack to search results Relationship Banker - Orange County West Coast Garden Grove, California; Newport Beach, California; Newport Beach, California; Huntington Beach, California; Huntington Beach, California; Fountain Valley, California; Newport Beach, California; Laguna Beach, California; Westminster, California; Costa Mesa, California; Newport Beach, California; Corona Del Mar, California; Newport Beach, California; Huntington Beach, California; Huntington Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Relationship Banker - Orange County North Market Bank of America CorpRelationship Banker - Orange County North MarketAnaheim, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker - Orange County Central Market Bank of America CorpRelationship Banker - Orange County Central MarketSanta Ana, CA$25–$27.88 / hourBack to search results Relationship Banker - Orange County Central Market Santa Ana, California; La Palma, California; Garden Grove, California; Anaheim, California; Santa Ana, California; Garden Grove, California; Anaheim, California; Garden Grove, California; Santa Ana, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Relationship Banker - Orange County East Market Bank of America CorpRelationship Banker - Orange County East MarketLaguna Niguel, CA$25–$27.88 / hourBack to search results Relationship Banker - Orange County East Market Irvine, California; Irvine, California; Lake Forest, California; Laguna Niguel, California; Newport Beach, California; Tustin, California; Irvine, California; Irvine, California; Irvine, California; Tustin, California; Santa Ana, California; Irvine, California; Rancho Santa Margarita, California; Irvine, California; Foothill Ranch, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Relationship Banker - Orange County South Market Bank of America CorpRelationship Banker - Orange County South MarketSan Clemente, CA$25–$27.88 / hourBack to search results Relationship Banker - Orange County South Market San Clemente, California; Laguna Niguel, California; Lake Forest, California; San Juan Capistrano, California; Mission Viejo, California; Mission Viejo, California; Ladera Ranch, California; Dana Point, California; San Clemente, California; San Clemente, California; Aliso Viejo, California; Laguna Niguel, California; Laguna Hills, California; Dana Point, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Relationship Banker - Los Angeles Coast Market Bank of America CorpRelationship Banker - Los Angeles Coast MarketLong Beach, CA$25–$27.88 / hourBack to search results Relationship Banker - Los Angeles Coast Market Long Beach, California; Torrance, California; Harbor City, California; Wilmington, California; San Pedro, California; Rolling Hills Estates, California; Long Beach, California; Long Beach, California; San Pedro, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Personal Banker Associate I - Carlsbad/El Camino and Hops Fifth Third BankPersonal Banker Associate I - Carlsbad/El Camino and HopsCarlsbad, California$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
NewPersonal Banker Associate I - Tustin Fifth Third BancorpPersonal Banker Associate I - TustinTustin, CA$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Director Investment Sales Berkadia Proprietary Holding LLCDirector Investment SalesIrvine, CARemoteStay informed about commercial real estate and market trends by reviewing industry literature and attending conventions, seminars, and association meetings. The Director will facilitate the representation of clients in the buying and selling of commercial properties, providing essential support in negotiations between buyers and sellers.
Personal Banker Associate II - Mesa-Val Vista Fifth Third BankPersonal Banker Associate II - Mesa-Val VistaVista, ArizonaPrimarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Relationship Banker Imperial Gateway Wells Fargo & CoRelationship Banker Imperial GatewayPARAMOUNT, CA$27–$41 / 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. Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes.
Senior Premier Banker Downtown Orange County District Wells Fargo & CoSenior Premier Banker Downtown Orange County DistrictCA$37–$65.50 / 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker North Orange County District Wells Fargo & CoSenior Premier Banker North Orange County DistrictLa Mirada, CA$37–$65.50 / 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
NewSenior Premier Banker Palomar Place Wells Fargo BankSenior Premier Banker Palomar PlaceCarlsbad, 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Relationship Banker Central Inland Empire District Wells Fargo & CoRelationship Banker Central Inland Empire DistrictRiverside, CA$25–$38 / 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. Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes.
NewSenior Premier Banker - Crown Valley Wells Fargo & CoSenior Premier Banker - Crown ValleyLaguna Niguel, CA$37–$65.50 / 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
NewRelationship Banker - Crown Valley & Greenfield Wells Fargo & CoRelationship Banker - Crown Valley & GreenfieldLaguna Niguel, CA$27–$41 / 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. Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Senior Premier Banker North San Diego District Wells Fargo & CoSenior Premier Banker North San Diego DistrictOceanside, CA$37–$65.50 / 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker La Mirada Wells Fargo & CoSenior Premier Banker La MiradaLa Mirada, CA$37–$65.50 / 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Relationship Banker Quarry Creek Wells Fargo & CoRelationship Banker Quarry CreekOceanside, CA$27–$41 / 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. Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Senior Premier Banker - Laguna Beach Wells Fargo & CoSenior Premier Banker - Laguna BeachLaguna Beach, CA$37–$65.50 / 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker Tustin Wells Fargo & CoSenior Premier Banker TustinTUSTIN, CA$37–$65.50 / 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
ICG Middle Office Support Banker U.S. BancorpICG Middle Office Support BankerBrea, CA$25.63–$34.18 / hourIn 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. A core expectation of the role is to provide timely, reliable, and high-quality support that enables Relationship Managers (RMs) and Portfolio Managers (PMs) to meet client needs and production goals.
Managing Director, Private Banker, Orange County Citigroup IncManaging Director, Private Banker, Orange CountyCosta Mesa, CAExtensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise.
Relationship Banker East West Bancorp IncRelationship BankerIrvine, CA$22–$23.50 / 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. Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products.
Relationship Banker - Atlantic City - SW NJ Market Bank of AmericaRelationship Banker - Atlantic City - SW NJ MarketLong Beach, CaliforniaUS - NJ - Forked River - 711 Lacey Rd - FORKED RIVER BC (NJ7161), US - NJ - Manahawkin - 785 Route 72 E - Manahawkin - Route 72 (NJ7166), US - NJ - Ship Bottom - 1501 Long Beach Blvd - SHIP BOTTOM BC (NJ7164). We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker - Central Heights Market, Bilingual Mandarin Required Bank of AmericaRelationship Banker - Central Heights Market, Bilingual Mandarin RequiredHacienda Heights, CaliforniaThis 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. Job Description : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker Bank of AmericaRelationship BankerEastvale, CaliforniaUS - CA - Chino - 12747 Central Ave - CHINO VALLEY MAIN OFFICE (CA7154), US - CA - Chino Hills - 4100 CHINO HILLS PKWY - CHINO HILLS BC (CA7169), US - CA - Eastvale - 12511 Limonite Ave (CA6234), US - CA - Eastvale - 14284 Schleisman Rd - West Eastvale (CA6265). 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.
Relationship Banker -Escondido-Oceanside Market Bank of AmericaRelationship Banker -Escondido-Oceanside MarketOceanside, CaliforniaUS - CA - Carlsbad - 2550 El Camino Real - CARLSBAD MAIN OFFICE (CA0157), US - CA - Escondido - 220 S Escondido Blvd - Escondido Main (CA0111), US - CA - Fallbrook - 1125 S Main Ave - FALLBROOK BC (CA0107), US - CA - Oceanside - 3756 Mission Ave - SAN LUIS REY VALLEY BC (CA0174), US - CA - San Diego - 10511 CRAFTSMAN WAY (CA0239), US - CA - San Diego - 16849 Bernardo Ctr DR - RANCHO BERNARDO BC (CA0163), US - CA - San Marcos - 601 S Rancho Santa Fe Rd - San Marcos BC (CA0169). 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.
Relationship Banker - Central Heights Market Bank of AmericaRelationship Banker - Central Heights MarketHacienda Heights, CaliforniaThis 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. Job Description : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Associate Banker Bank of MontrealAssociate BankerSanta Fe Springs, CA$41,714–$50,500 / yearProbes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Senior Portfolio Banker / BMO Family Office - Capital Advisory Services Bank of MontrealSenior Portfolio Banker / BMO Family Office - Capital Advisory ServicesNewport Beach, CA$102,000–$190,000 / yearProtects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.
Retail Relationship Banker - Long Beach (Long Beach Blvd.), CA Bank of MontrealRetail Relationship Banker - Long Beach (Long Beach Blvd.), CALong Beach, CA$45,900–$75,900 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Retail Relationship Banker Bank of MontrealRetail Relationship BankerHuntington Beach, CA$45,900–$75,900 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
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.
Fund Banking Analyst Stifel Financial CorpFund Banking AnalystIrvine, CAStifel 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.
Director of Corporate Development CSC Generation Enterprise IncDirector of Corporate DevelopmentOrange County, CAWithin your first 6-12 months, success means independently leading at least one acquisition to close, establishing repeatable diligence and integration playbooks, and building trusted relationships with lenders, advisors, and portfolio leadership. As Director of Corporate Development, you will lead transactions end-to-end from LOI through close, develop sector theses and proprietary deal flow, and partner with portfolio company operators to design and execute value-creation roadmaps.
Commercial Relationship Manager IV Fifth Third BancorpCommercial Relationship Manager IVNewport Beach, CA$121,900–$262,100 / yearPartner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Middle Market Business Development Officer Fifth Third BancorpMiddle Market Business Development OfficerLong Beach, CA$121,900–$262,100 / yearPartner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Producer - Transactional Risk Sales (Remote - US) First American Financial CorpProducer - Transactional Risk Sales (Remote - US)Santa Ana, CARemoteFirst 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. Compiles lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet Web sites, and other sources.
Client Service Associate StifelClient Service AssociateNewport Beach, CaliforniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Registered Client Service Associate StifelRegistered Client Service AssociateIrvine, CaliforniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.