Business Banker Chino Commercial BankBusiness BankerChino, CA$70,304–$75,000 / yearOpen new accounts, both business and personal by assigning account numbers; completes forms requiring customer signature(s); checks Chexsystem history; accepts initial deposits; prepares all documents and items pertaining to business and personal checking accounts, savings accounts and certificates of deposit for processing. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
Retail Relationship Banker BMO (Bank of Montreal)Retail Relationship BankerSanta Ana, CA$41,714–$69,000 / 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.
Relationship Banker Bank of MontrealRelationship BankerBrea, 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.
Senior Business Banker Sunwest BankSenior Business BankerIrvine, CaliforniaSedentary: Limited activity, no lifting, limited walking Moderate: Mostly standing, walking, bending, frequent lifting Light: Office work, some lifting, bending, stooping or kneeling, walking Arduous: Heavy lifting, bending, crawling, climbing The Fine Print. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures.
Corporate & Institutional Banking Undergraduate Intern - Real Estate Banking The PNC Financial Services Group IncCorporate & Institutional Banking Undergraduate Intern - Real Estate BankingIrvine, CA$18–$35 / hourOpportunities are available throughout PNC's footprint and could include, but not limited to: Atlanta, GA; Boca Raton, FL; Boston, MA; Dallas, TX; Denver, CO; East Brunswick, NJ; Los Angeles, CA; Irvine, CA; New York, NY; San Francisco, CA; New York, NY; San Diego, CA; Houston, TX or Washington, D.C. Learn more about PNC's Internships by visiting www.pnc.jobs/students. Required Education and Experience: Working toward bachelor's degree, preferred business relevant majors (e.g., Real Estate, Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), junior status.
New Accounts Representative (1440) Sharp Decisions, IncNew Accounts Representative (1440)Brea, CAMakes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signatures; checks credit history; accepts initial deposits; and prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing. Assists consumer and business customers in selecting various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
NewNew Accounts Representative (1446) Sharp Decisions, IncNew Accounts Representative (1446)Brea, CAMakes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments in a timely manner.
Teller - Float Columbia BankTeller - FloatFullerton, California$20–$22 / hourWith guidance from the Float Manager, various Branch Managers and Assistant Branch Managers, the Teller- Float role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.
NewBusiness Banker (LO) Corona, CA Wells Fargo & CoBusiness Banker (LO) Corona, CACorona, CA$30.77–$45.67 / 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. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
Regional Coach OC/IE Ontario, Covina, Riverside Wells Fargo & CoRegional Coach OC/IE Ontario, Covina, RiversideCovina, CA$143,000–$224,000 / yearIn this role, you will: Deliver Workshops: Coordinate logistics and facilitate pre-developed workshop content in person (and at times virtually), to support skill, knowledge, and execution of the Behavior Framework, Management Cycle, affluent and small business activities, partner products, and other priority topics (e.g., transformation of operating model in branches). Coach Select District Managers: Conduct branch visits to coach the Behavior Framework, Management Cycle, and affluent activities with select District Managers (i.e. new District Managers identified by Regional Executives) to support their understanding and execution of the Behavior Framework, Management Cycle, affluent and small business priorities, and other focus areas.
Personal Banker Chino Commercial BankPersonal BankerCorona, CA$24–$30 / hourOpen new accounts, both business and personal by assigning account numbers; completes forms requiring customer signature(s); checks Chexsystem history; accepts initial deposits; prepares all documents and items pertaining to business and personal checking accounts, savings accounts and certificates of deposit for processing. The Personal Banker is responsible for developing new business relationships through marketing, calling and being active in business functions; promoting business for the Bank by maintaining good customer relations, cross selling Bank products; and referring customers to appropriate staff for new and additional services.
Personal Banker Chino Commercial BancorpPersonal BankerCorona, CA$24–$30 / hourOpen new accounts, both business and personal by assigning account numbers; completes forms requiring customer signature(s); checks Chexsystem history; accepts initial deposits; prepares all documents and items pertaining to business and personal checking accounts, savings accounts and certificates of deposit for processing. The Personal Banker is responsible for developing new business relationships through marketing, calling and being active in business functions; promoting business for the Bank by maintaining good customer relations, cross selling Bank products; and referring customers to appropriate staff for new and additional services.
Teller - Float Columbia Banking System, Inc.Teller - FloatFullerton, CA$20–$22 / hourWith guidance from the Float Manager, various Branch Managers and Assistant Branch Managers, the Teller- Float role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorIrvine, CaliforniaThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Private Client Advisor Columbia BankPrivate Client AdvisorIrvine, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Regional Director Real Estate - San Francisco, CA California Bank & TrustRegional Director Real Estate - San Francisco, CAIrvine, CA$223,000–$313,000 / 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.
Merchant Services Representative Chino Commercial BancorpMerchant Services RepresentativeCorona, CA$20–$22 / hourThe position of Merchant Services Rep is responsible for regularly supporting the Merchant Services department manager, ensures the smooth and efficient operation of a number of accounting duties; reconciles all asset and liability accounts for the Merchant Services Department; processes accounts payable transactions. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
Senior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorIrvine, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Service Support IV Citizens Business BankService Support IVRancho Cucamonga, CABachelor's degree from a four-year College or University; or three to five years of banking operations, branch operations, deposit operations, support services, related financial institution experience; or an equivalent combination of education and experience. Under the direction of the Centralized Service Manager, the Center Operations Generalist supports the achievement of Bank and departmental goals through the execution of operational responsibilities, advanced decision-making, and associate support.
Regional Director - Southern California - Corona, CA JPMorgan Chase & CoRegional Director - Southern California - Corona, CACorona, CAAs a Regional Director of Banking in Consumer Bank, you will lead a world class customer experience strategize to increase the growth of the deposits and banking business, develop and coach Market Directors, and oversee the management of the region alongside other executive leaders. We have a passion for taking care of our customers and employees, making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.