NewPsychiatry Area Sales Manager - Los Angeles LundbeckPsychiatry Area Sales Manager - Los AngelesWilmington, CA$180,000–$210,000Internal Candidates must have a minimum of 1 year of Commercial experience in areas such as: Sales Management, Training, Market Access, Sales Operations, or Marketing or a minimum of 2 years consistent sales success within Lundbeck. Set and lead the development of area strategic direction and tactical sales plans using robust analytical skills to identify strengths and opportunities, while minimizing weaknesses and threats to execute those plans and meet or exceed sales goals.
Retail Service and Operations Manager Goodwill Southern CaliforniaRetail Service and Operations ManagerLos Angeles, CAUnder the direction of the Site Manager, this role ensures seamless operations, outstanding customer and donor experiences, and strong team performance — all while advancing our mission of Transforming Lives Through the Power of Work. Goodwill Southern California is seeking a Retail Service & Operations Manager to help lead one of our retail stores, boutiques, or attended donation centers.
Sales Account Manager UlineSales Account ManagerTorrance, CA$80,000–$110,000 / yearFull timeUline, a name millions of businesses across North America know and trust, is looking for an experienced Sales Account Manager to build our growing Torrance, California market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
Territory Sales Manager UlineTerritory Sales ManagerTorrance, CA$80,000–$110,000 / yearFull timeUline, a name millions of businesses across North America know and trust, is looking for an experienced Territory Sales Manager to build our growing Torrance, California market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
Business Development Specialist (Sales) Kinetic Personnel GroupBusiness Development Specialist (Sales)Newport Beach, CA$55,000–$70,000 / yearKinetic Personnel Group [KPG] is looking for driven sales professionals who want to grow their careers, increase their earning potential, lead teams, and open new markets. What this role looks like: As a Client Relationship Manager, you will be responsible for driving business development and recruitment efforts across Orange County, California.
Middle Market Relationship Manager III Columbia BankMiddle Market Relationship Manager IIIPasadena, CAMaintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Middle Market Relationship Manager Columbia BankMiddle Market Relationship ManagerLos Angeles, CA$147,000–$265,000 / yearMaintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Sr Relationship Manager Columbia BankSr Relationship ManagerIrvine, CAMaintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
VP, Relationship Manager, SBA Beneficial State BankVP, Relationship Manager, SBALos Angeles, CAAct as the primary contact of the bank with the client and is held accountable to understand and articulate to clients, prospects and community members in regard to the mission of Beneficial State Bank and at all time represents Beneficial State Bank in an ethical and professional manner. Maintains a record of planned and completed calling and sales activities; results of business development efforts, new relationships and follow-up efforts through established bank information systems.
Vice President, Relationship Manager - Entertainment Banking Western Alliance BancorpVice President, Relationship Manager - Entertainment BankingBeverly Hills, CA$140,000–$175,000 / yearThe role requires a strong understanding of entertainment specific business models and credit structures, with the ability to serve as a trusted advisor to clients across the entertainment and media ecosystem, including film, television, music, and related sectors. What you'll do: As a Relationship Manager, you''ll be in a key business development and relationship management role that executes the division''s strategic plan and guide the team in its efforts to meet the Bank''s annual growth and customer retention targets.
NewCorporate Trust Associate Relationship Manager I UMB Financial CorpCorporate Trust Associate Relationship Manager ICosta Mesa, CA$51,291–$75,460 / yearThis role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Commercial Relationship Manager III-Food, Beverage & Agribusiness UMB Financial CorpCommercial Relationship Manager III-Food, Beverage & AgribusinessCAAs the Relationship Manager, you will be responsible for increasing the Bank's profitability by cultivating new commercial relationships and the expansion/retention of existing relationships. The team includes relationship managers, treasury management officers and others that provide a suite of products and services that serve companies of this size.
Senior Vice President, Relationship Manager - Digital Asset Group Western Alliance BancorpSenior Vice President, Relationship Manager - Digital Asset GroupCAGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Sr. Client Relationship Manager, Employee Benefits - IAS, West Baldwin Group ColleagueSr. Client Relationship Manager, Employee Benefits - IAS, WestIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs.
Government Guaranteed Lending Relationship Manager Fifth Third BancorpGovernment Guaranteed Lending Relationship ManagerCA$82,100–$172,500 / yearThis role serves as a key partner to Relationship Managers, SBA partners, Credit, Community Reinvestment Act (CRA) teams, and external partners to structure compliant, value‑added financing solutions for commercial clients. SKILLS FOR SUCCESS: Qualified candidates will possess an advanced degree of proficiency (typically from 5+ years of relevant experience), across a suite of skills including, but not limited to: Business Development Orientation: Proactively identifies opportunities to expand SBA utilization and drive regional growth.
NewConsultant Relationship Manager - Retirement Solutions (Government & Institutional Plans) Nationwide Mutual Insurance CoConsultant Relationship Manager - Retirement Solutions (Government & Institutional Plans)CARemote$144,000–$216,000 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. You will be responsible for advancing the Nationwide brand and reputation with the targeted consultants by demonstrating that we thoroughly understand each consulting firm's needs, processes and expectations while also delivering value-added thought leadership and industry knowledge so that the consultant is the expert with their clients.
Senior Relationship Manager, Agribusiness KeyCorpSenior Relationship Manager, AgribusinessCA$128,000–$268,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank's capabilities and strategic goals.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerSanta Monica, CAIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentLos Angeles, CAManage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
NewBusiness Relationship Manager Senior Acquisition - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Acquisition - Vice PresidentWestlake Village, CAAcquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Relationship Manager II - Business Credit PNC BankRelationship Manager II - Business CreditPasadena, CaliforniaPNC 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. In 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.
Senior Relationship Manager, Trust Counsel (Hybrid) First AmericanSenior Relationship Manager, Trust Counsel (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. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years.
Commercial Real Estate Relationship Manager III - Senior Housing Citizens Financial Group IncCommercial Real Estate Relationship Manager III - Senior HousingLos Angeles, CA$240,000–$300,000 / yearThe Senior Housing Relationship Manager is responsible for originating, structuring, and managing complex commercial real estate relationships with a focus on senior housing, healthcare real estate, and related operating platforms. The banker will drive growth through proactive origination, disciplined credit underwriting, and strategic client advisory, partnering across the Bank to deliver a "One Bank" approach to institutional and middle market clients.
NewCobrand Relationship Manager Sunbit IncCobrand Relationship ManagerLos Angeles, CARemote$120,000–$150,000 / yearSunbit is recognized as one of the fastest-growing and most admired fintech companies, earning honors from Inc. 5000 (four consecutive years), Forbes Fintech 50, Deloitte Technology Fast 500, Financial Times, and FinTech Breakthrough for its innovation and impact. As a key member of the Cards organization, you will serve as the primary partner-facing lead for strategic retail partnerships, helping to strengthen executive relationships, drive launch readiness, and ensure long-term program success.
Sr Client Relationship Manager, Employee Benefits - IAS, West Baldwin Group ColleagueSr Client Relationship Manager, Employee Benefits - IAS, WestIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs.
CRE Relationship Manager Los Angelos PGM TekCRE Relationship Manager Los AngelosLos Angeles, CaliforniaAccording to the bank's risk appetite, fully understand the competition status of the market segment in which the bank is located, formulate and implement marketing strategies that meet market demand. Positive working attitude, fully understand and discover new needs of customers, carry out cross-marketing, and complete business deposit goals.
Sr. Relationship Manager Alteryx IncSr. Relationship ManagerCA$73,500–$93,660 / yearOwn and drive renewal opportunities, including value justification discussions, navigating procurement processes, and negotiating high value contracts to ensure timely renewals. This role focuses on managing existing named Enterprise accounts across the Mid-West region, driving retention, and supporting long-term customer growth.
SVP, Relationship Manager Cathay General BancorpSVP, Relationship ManagerEl Monte, CA$175,000–$200,000 / yearReview clients accounts and portfolios in order to identify, evaluate, and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP Employee Relations Manager at 626-582-7370 or mickey.hsucathaybank.com.
Senior Commercial Relationship Manager Banner BankSenior Commercial Relationship ManagerLos Angeles, CA$151,017–$177,667 / yearIn addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank.
Supplier Relationship Management Mgr Amgen IncSupplier Relationship Management MgrThousand Oaks, CAIn addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. This includes leading supplier engagement and cross-functional teams with clear accountability for performance to ensure the supply, quality, and cost of raw materials from our global network of suppliers consistently meets the needs of our manufacturing operations.
HOA Relationship Development Manager Columbia BankHOA Relationship Development ManagerLos Angeles, CA$90,000–$175,000 / yearDevelop new depository relationships with prospective HOA and property management clients through telephonic outreach, face-to-face visits, and written communication introducing Columbia Bank’s products and services. + Effectively negotiate deposit and credit product pricing, terms and conditions with managers or officers of property management companies; negotiate terms of credit agreements including financial covenants and reporting to protect the Bank from excessive credit risk.
Relationship Manager - VP or SVP level Customers Bancorp, Inc.Relationship Manager - VP or SVP levelCA$150,000–$250,000 / yearWhat You'll Do: We are seeking a highly motivated and experienced Relationship Manager at a Vice President or Senior Vice President level to join our Venture Banking team on the West Coast (San Francisco or San Diego area), dedicated exclusively to the Life Science and Healthcare sector. The Relationship Manager will serve as a trusted financial partner to founders, management teams, and venture capital investors - bringing deep sector expertise, a robust professional network, and a consultative approach to client development.
Strategic Partner Relationship Manager Ultimate Staffing ServicesStrategic Partner Relationship ManagerIrvine, California$105,000–$155,000This role blends strategy, business development, and relationship management, working cross-functionally with internal teams and external partners (including carriers, digital platforms, agencies, and lead providers). The Manager, Strategic Partner Relationships is responsible for driving profitable growth by identifying, developing, and managing strategic partnerships that support customer acquisition and premium growth.
Senior Manager, Premier Relationship Management Morgan StanleySenior Manager, Premier Relationship ManagementLos Angeles, CA$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Additionally, the Senior Manager will oversee team managers and assure their teams meet targets for daily, weekly, monthly, and annual performance metrics.
NewClient Relationship Manager - Employee Benefits - IAS, West Baldwin Group ColleagueClient Relationship Manager - Employee Benefits - IAS, WestIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
Middle Market Relationship Manager Management Recruiters of SpokaneMiddle Market Relationship ManagerLos Angeles, CaliforniaResponsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. Requires a bachelor’s degree and 8+ years’ experience with commercial lending, credit, underwriting, or other directly related experience.
JPMorgan Chase Private Client Relationship Manager, Vice President - Los Angeles, CA JPMorgan Chase & CoJPMorgan Chase Private Client Relationship Manager, Vice President - Los Angeles, CALos Angeles, CALook for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture.
Relationship Manager EverTrust BankRelationship ManagerLos Angeles, CA$90,000–$150,000 / yearWork with the designated underwriter and/or other loan support staff to prepare Credit Approval Report for new loans, renewals, and amendments. Work with the Portfolio Manager to review and prepare credit and financial analysis and ensure each portfolio is properly risk rated based on the bank's rating system.
Relationship Manager Financial Statement Services, IncRelationship ManagerSanta Ana, CA$90,000–$100,000Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA .
SVP, Relationship Manager, Commercial Banking - Orange County Banc of CaliforniaSVP, Relationship Manager, Commercial Banking - Orange CountyAnaheim, CaliforniaIntermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
SVP, Relationship Manager, Commercial Banking - Los Angeles (South Bay) Banc of CaliforniaSVP, Relationship Manager, Commercial Banking - Los Angeles (South Bay)Valencia, CaliforniaIntermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Enterprise Client Relationship Manager The Capital Group Companies, Inc.Enterprise Client Relationship ManagerLos Angeles, CA$152,000–$177,000 / yearThe Enterprise Client Relationship Manager will deliver Capital Group's enterprise value proposition to a select set of strategically important AI partner firms to drive innovation and firm-wide strategic benefit. This role will act as a strategic connector across Capital Group's businesses, orchestrating senior-level engagement and ensuring long-term, mutually beneficial partnerships.
Commercial Relationship Manager City First Bank of DCCommercial Relationship ManagerLos Angeles, CA$150,000–$160,000 / yearRequired Education/Experience: Bachelor's Degree in finance, accounting or business required or 3 additional years of experience in commercial credit analysis and commercial underwriting • 3+ years of portfolio management and commercial underwriting experience • 3+ years of proven sales record in meeting or exceeding goals in commercial lending • Formal or in-house credit training; counts toward one year of experience • Preferred Education/Experience: Supervision of a team or in a leadership role. In addition, the RM is responsible for soliciting new business and managing relationships of the bank's commercial real estate customers (investors and developers) and prospects including office, retail, shopping strips, warehouse, industrial, facilities and land development, primarily for investment purposes.
Small Business Sales Manager - Relationship Management - CA Region U.S. BancorpSmall Business Sales Manager - Relationship Management - CA RegionLos Angeles, CA$147,420–$180,180 / yearThe ideal candidate is an experienced sales leader with strong business acumen, proven success managing consultative sales teams, and the ability to balance revenue growth with sound risk management and exceptional client experiences. 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.
Senior Manager, Bank Relationship Management Oaktree Capital Management LPSenior Manager, Bank Relationship ManagementLos Angeles, CA$135,000–$170,000 / yearThe role will be expected to identify opportunities to streamline and automate reporting processes, improve data transparency, and deliver actionable insights to Finance leadership and business stakeholders while leveraging Oaktree's global banking relationships and enterprise scale to enhance service delivery, optimize commercial outcomes, and support the firm's financing and liquidity objectives. A key responsibility will be establishing and enhancing the bank relationship management infrastructure, including the development of centralized reporting and data management capabilities related to bank balances, interest rates, fee structures, service utilization, and banking partner performance.
NewCapital Sales - Customer Relationship Manager - Capital ACV Auctions IncCapital Sales - Customer Relationship Manager - CapitalLos Angeles, CAGenerous paid time off options, including uncapped vacation days, the greater of 3 paid sick days or in accordance with the applicable state or local paid sick leave law, 6 paid company holidays, 2 floating holidays, parental leave, bereavement leave, jury duty leave, voting leave, and other forms of paid leave as required by applicable law or regulation. Our network of brands include ACV Auctions, ACV Transportation, ClearCar, MAX Digital and ACV Capital within its Marketplace Products, as well as, True360 and Data Services.
Sr Private Bank Relationship Manager Columbia BankSr Private Bank Relationship ManagerIrvine, CaliforniaThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.
Long Beach - Relationship Manager 2 - Full Time - Onsite (So.CA) Nuvision Federal Credit UnionLong Beach - Relationship Manager 2 - Full Time - Onsite (So.CA)Long Beach, CAFull timeThe RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. The RM II position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending).
17th St Costa Mesa - Relationship Manager 2 - Full Time - Onsite (So.Ca) Nuvision Federal Credit Union17th St Costa Mesa - Relationship Manager 2 - Full Time - Onsite (So.Ca)Costa Mesa, CAFull timeThe RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. The RM II position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending).
AVP, Portfolio Relationship Manager, C & I Banc of CaliforniaAVP, Portfolio Relationship Manager, C & ISanta Ana, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.