Director, Banking and Payments IT M&A – Due Diligence, Integration and Separation – Strategy KPMGDirector, Banking and Payments IT M&A – Due Diligence, Integration and Separation – StrategySan Francisco, CA$195,415–$370,530 / yearDemonstrated success in leading high-impact IT-focused Mergers and Acquisitions projects with expertise in at least three of the following: systemintegration/separation, platform migration, IT architecture modernization,outsourcing of IT operations, or regulatory technology implementation; advancedprogram management skills, with the capacity to oversee large, complex projectsand deliver strategic insights to executive audiences; familiaritywith leveraging AI-powered platforms for due diligence, synergy analysis, andintegration/separation planning is a significant plus. Establish and manage program governance frameworks,ensuring rigorous oversight of execution across complex, multi-vendor paymentsenvironments; lead development of governance work products including statusreporting, risk management, and issue tracking; implement AI-powered tools forpredictive analytics on project timelines and risks and collaborate with seniorcross-functional teams to identify technology dependencies, risks, andopportunities across payments operations, product, risk, and compliancefunctions.
NewDe Novo Relationship Banker BMO FinancialDe Novo Relationship BankerSan Francisco, CA$50,100–$82,800 / 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.
NewBANK BRANCH MANAGER, RETAIL BANKING WorkwayBANK BRANCH MANAGER, RETAIL BANKINGLa Mesa, CA$74,880–$107,000 / yearYour specific duties will include: Manage the administration and efficient daily operations of a full-service bank branch, including operations, customer service, product sales, security, and safety. #Bank #RetailBank #BranchManager #AssistantBranchManager #CSS
Retail Banking Specialist First Bank & TrustRetail Banking SpecialistSan Francisco, South DakotaProvide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities weserve. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first.
Retail Banking Group Administrative Assistant Oak Valley Community BankRetail Banking Group Administrative AssistantOakdale, CA$22.12–$27.88 / hourThis position is responsible for administrative coordination, including onboarding support, shared inbox management, responding to routine inquiries, maintaining tracking systems, and assisting with reporting and documentation. As the RBG Administrative Assistant, you will work in a clerical, task-oriented support role for Treasury Management and Retail Banking Operations.
Retail Banking Manager Accenture PlcRetail Banking ManagerMountain View, CAWe bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance, Industry and Enterprise, Song, Supply Chain and Engineering, and Talent, with advanced capabilities in AI and Data, Industry and Process, and Technology.
Retail Banking Senior Manager Accenture PlcRetail Banking Senior ManagerSan Diego, CAWe bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. As a Management Consulting Senior Manager within the Banking Consulting practice, you are a strategic advisor and visionary leader, setting direction for large-scale transformation programs that leverage AI, data, and automation.
Senior Director of Retail Banking San Francisco Federal Credit UnionSenior Director of Retail BankingSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. This position is responsible for driving operational excellence across all branch locations by leading continuous improvement initiatives, strengthening operational efficiency, and ensuring a seamless, high-quality member experience.
Investing Banking - Consumer & Retail - Vice President JPMorgan Chase Bank, N.A.Investing Banking - Consumer & Retail - Vice PresidentLos Angeles, CAFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Investment Banking - Consumer & Retail - Associate JPMorgan Chase Bank, N.A.Investment Banking - Consumer & Retail - AssociateLos Angeles, CAFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Strategic Account Executive, Retail & Commercial Banking - FSI Anthropic PBCStrategic Account Executive, Retail & Commercial Banking - FSISan Francisco, CA$380,000–$450,000 / yearEngage personally with C-level and senior technical stakeholders (CIOs, CTOs, Heads of Risk, Heads of Data/AI) - building business cases and value narratives, and navigating complex procurement, security, regulatory, and legal review through to production deployment and expansion. The ideal candidate is energized by building a new category in an established, highly regulated industry - identifying high-potential accounts across retail and commercial banks, and running the strategies to win them.
Banking Specialist III - Sales Personal Banker Relationship Banker First BankBanking Specialist III - Sales Personal Banker Relationship BankerMarina Del Rey, CA$23.75–$29 / hourYou will serve as a key contributor to branch growth by acquiring new client relationships, expanding existing relationships, generating referrals, and partnering with internal business lines to deliver comprehensive financial solutions. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors.
Community Banking Supervisor Provident Financial Holdings, Inc.Community Banking SupervisorCorona, CA$21–$25 / hourThis is a hands-on leadership role - you'll work alongside your team on the teller line and platform, motivate staff to achieve sales goals, support compliance and operational excellence, and step in to guide the team in the absence of the Branch Service/Operations Manager. As a Community Banking Supervisor, you will help lead daily operations within the Retail Banking Center while ensuring exceptional customer service remains our top priority.
Private Banking Team Lead MRISpokanePrivate Banking Team LeadPalo Alto, CASenior candidates may be considered for an expanded producing Area Leader designation, with oversight responsibility for private bankers across Northern California and a direct role in shaping regional strategy alongside executive leadership. A well-capitalized and growing private banking platform is seeking a seasoned Private Banking Team Lead to cultivate and manage a portfolio of high-net-worth and ultra-high-net-worth clients across the Peninsula.
Banking Payments Senior Manager Accenture PlcBanking Payments Senior ManagerSan Diego, CAAccenture is a leading solutions and services company that helps the world's leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed across the enterprise, bringing together the talent of our approximately 786,000 people, our proprietary assets and platforms, and deep ecosystem relationships. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience.
Fair Banking Officer American Riviera BancorpFair Banking OfficerSanta Barbara, CAThe Fair Banking Officer is responsible for developing, implementing, and administering all aspects of American Riviera Bank's Fair Lending Program with primary responsibility for ensuring adherence to all fair lending and banking laws and regulations and upholding ethical practices within various product lines such as mortgage, small business, auto lending, personal loans, and retail products. Complies with all bank policies and procedures and all applicable government regulations including, but not limited to: Ensuring products and advertising comply with applicable regulations; Staying current and knowledgeable of all policies, procedures and regulations related to the job functions, and completing all assigned training on time, requesting additional training as needed to be proficient in all job responsibilities; Cooperating with internal and external auditors and bank examiners by providing full cooperation and timely delivery of requested documentation and information; and.
Commercial Banking Assistant First BankCommercial Banking AssistantNewport Beach, CAHigh school diploma or general education degree GED required some college preferred and 1-2 years commercial or retail deposit product knowledge along with loan experience and/or training or equivalent combination of education and experience Minimum of 1-2 years of administrative assistant experience required PC proficiency in a Windows environment is required working knowledge of Word and Excel strongly preferred Minimum 6 months previous customer service experience Excellent organizational skills and attention to detail Friendly and strong orientation towards customer service a must. Open CDs and track CD maturity dates for further customer follow up Balance Cash Items Report Overdraft Report and send in Activity Reports Perform various administrative responsibilities for the Managing Director and Relationship Managers including but not limited to opening sorting and distributing mail processing invoices and creating and typing correspondence.
NewRelationship Manager I - Business Banking PNC BankRelationship Manager I - Business BankingElk Grove, IllinoisIn 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. PNC 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.
Virtual Business Banking Officer-Hybrid Logix Federal Credit UnionVirtual Business Banking Officer-HybridValencia, California$33.78–$50.66 / hourFull timeMonitors individual pipeline of applications that are placed into processing while preparing and providing production and status reports and documents as required or requested by the Business Banking Services, Manager or the Vice President of Commercial Lending and Business Services. Cross-sells and refers other CU products as appropriate and introduces new borrowers to the Branch Sales Manager of the retail branch most convenient to the business member’s business address for establishment to provide cross selling opportunity of LFCU products and services.
Regional Banking Supervisor, South/West Regions Dollar Bank, Federal Savings BankRegional Banking Supervisor, South/West RegionsCAAll employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. One year demonstrated track record of achieving sales goals is required with either College (Associate's) degree OR a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry.
Business Banking Officer-Hybrid Logix Federal Credit UnionBusiness Banking Officer-HybridValencia, California$91,676.08–$142,097.92 / yearFull timeUnder minimal supervision and in accordance with Credit Union policies and procedures, the business banking officer will proactively interact with both internal and external members to identify sales opportunities, make referrals to appropriate sales partners including but not limited to internal team members and third party vendors. Monitors individual pipeline of applications that are placed into processing while preparing and providing production and status reports and documents as required or requested by the Business Banking Services, Manager or the Vice President of Commercial Lending and Business Services.
New2027 Global Investment Banking Full Time Analyst Program JPMorgan Chase & Co2027 Global Investment Banking Full Time Analyst ProgramLos Angeles, CANew York City Industry Coverage Groups include Business Services, Consumer & Retail, Diversified Industries, Financial Institutions Group, Healthcare, Mid-Cap IB, Media & Communications, Natural Resources, Real Estate IB, Strategic Investor Group (SIG), and Technology. As you build your skills, you''ll contribute to live client situations, develop technical and analytical skills, and work alongside experienced bankers across industry, M&A, and Capital Markets teams.
NewBranch Banking - Client Consultant II Flagstar Bank NABranch Banking - Client Consultant IIVictorville, CA$17.12–$26.97 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Client Manager, Emerging Middle Market Investment Banking Coverage -Managing Director JPMorgan Chase & CoClient Manager, Emerging Middle Market Investment Banking Coverage -Managing DirectorLos Angeles, CAJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewClient Relationship Consultant 2 (Banking) - West Sacramento, CA (38hrs) U.S. BancorpClient Relationship Consultant 2 (Banking) - West Sacramento, CA (38hrs)West Sacramento, CA$23.19–$28.35 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. 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.
Wealth Banking Specialist (SAFE) Wells Fargo & CoWealth Banking Specialist (SAFE)Los Angeles, CA$82,000–$125,000 / 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. Required Qualifications: 2+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
NewBranch Banking - Client Consultant I - Float Flagstar Bank NABranch Banking - Client Consultant I - FloatVictorville, CA$17–$22.55 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.
Credit Risk, Senior Associate - Real Estate Banking JPMorgan Chase & CoCredit Risk, Senior Associate - Real Estate BankingIrvine, CAAs a Portfolio Manager in Real Estate Banking, you will manage a portfolio of commercial real estate credits and relationships, partnering with coverage teams and clients to ensure the quality and resilience of our loan book. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewBranch Banking - Client Consultant I (Part Time) Flagstar Bank NABranch Banking - Client Consultant I (Part Time)Victorville, CA$17–$22.55 / hourThe Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.
NewBranch Banking - Client Consultant I Flagstar Bank NABranch Banking - Client Consultant IVictorville, CA$17–$22.55 / hourThe Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.
Banking / SCON - Payments Infosys LtdBanking / SCON - PaymentsCA$116,875–$148,125 / year148417BRCalifornia, Georgia, Illinois, Massachusetts, New Jersey, New York, TexasUSAInfosys Limited Senior Associate - Business ConsultingITL USA Atlanta, GA, Basking Ridge, NJ, Boston, MA, Chicago, IL, Dallas, TX, New York, NY, San Francisco, CABankingProcess|Consulting processes|Technology Consulting process Senior Consultant, Business Consulting - Payments Transformation116875148125. 2245938No5439236410.00.006/02/2026Banking / SCON - PaymentsThe Role: As a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization.
Business Banking Officer - San Diego Area First BankBusiness Banking Officer - San Diego AreaChula Vista, CAExpected to meet or exceed annual production goals Direct call on top 40% of existing clients of assigned branches, in coordination with Branch Managers, with focus on relationship retention and new opportunities for loans, deposits, fees and alternative bank products and services for the retail branch network Develop and implement a marketing plan to increase loan referrals from outside referral sources and assigned retail branches Provide on-the-job training of branch sales staff to augment core training offered by Corporate Training on all business products and services to increase internal referrals Meet with customers to discuss business needs, recommend ways in which the Bank can serve their needs and obtain complete application packages for submission to respective loan centers for processing Complete basic analysis of business financial information to match bank products accordingly Provide monthly and quarterly Sales Reports to management to measure sales performance to required sales objectives Assist assigned Branch Managers with servicing the branch portfolio of business credits including Control of delinquencies and proactive maturing loan management Qualifications, Competencies and Skills Bachelor's degree (B. About this Role A Business Banking Officer III is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of credit relationships including, but not limited to, lines of loans up to $1 million, Commercial Real Estate loans to $2 million and all government loan programs.
Technical Architect - Banking & Payments Deloitte Touche Tohmatsu LtdTechnical Architect - Banking & PaymentsCA$148,200–$292,300 / yearAs a Technical Architect on the Banking and Capital Markets team, focusing on Commercial Banking, Retail Banking and Payments, you will be responsible for: Leading technical architecture and solution design for commercial banking, retail banking, and payments engagements. Deloitte's unique strength lies in our deep industry experience and capability to align comprehensive resources across Audit & Assurance, Tax, and Consultative Offerings-supporting clients to drive strategic transformation and sustainable growth.
Business Banking Sr Relationship Manager Bank of AmericaBusiness Banking Sr Relationship ManagerEl Segundo, CaliforniaThe role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management and contract renewals. Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions to clients and prospects.
Investment Banking Analyst - Technology (San Francisco, CA) Oppenheimer Holdings IncInvestment Banking Analyst - Technology (San Francisco, CA)San Francisco, CA$100,000–$110,000 / yearQualifications: At least 1-2 years of experience in investment banking, primarily Technology related Passion for the Technology industry Strong Microsoft Excel skills essential Strong verbal and written communication skills Elevated attention to detail and consistency in work product Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment Organized and proactive; motivation to contribute to a positive, collaborative team culture Strong interpersonal skills Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Investment Banking Associate – Consumer (Lifestyle Brands) Mitsubishi UFJ Financial GroupInvestment Banking Associate – Consumer (Lifestyle Brands)Los Angeles, New YorkIntrepid’s Lifestyle Brands team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the consumer industry including consumer lifestyle brands, omni-channel brands, digitally native brands, experiential retail formats, and consumer services. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
Business Banking Relationship Manager II Fifth Third BancorpBusiness Banking Relationship Manager IICA$71,100–$145,900 / yearThe 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. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Business Banking Relationship Manager III Fifth Third BancorpBusiness Banking Relationship Manager IIILos Angeles, CA$82,100–$172,500 / yearActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. 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.
Business Banking Relationship Manager II (Long Beach) Fifth Third BankBusiness Banking Relationship Manager II (Long Beach)Long Beach, California$71,100–$145,900 / yearThe 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. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Business Banking Relationship Manager III (LA) Fifth Third BankBusiness Banking Relationship Manager III (LA)Los Angeles, California$82,100–$172,500 / yearActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. 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.
Business Banking Relationship Manager III (San Jose) Fifth Third BankBusiness Banking Relationship Manager III (San Jose)San Jose, California$82,100–$172,500 / yearActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. 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.
Business Banking Relationship Manager III (San Francisco) Fifth Third BankBusiness Banking Relationship Manager III (San Francisco)San Francisco, California$82,100–$172,500 / yearActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. 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.
Business Banking Relationship Manager II (City of Industry) Fifth Third BankBusiness Banking Relationship Manager II (City of Industry)City of Industry, California$71,100–$145,900 / yearThe 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. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer Holdings IncInvestment Banking Associate - Technology (San Francisco, CA)San Francisco, CA$150,000–$160,000 / yearQualifications: At least 3 years of experience in investment banking, primarily Technology related Strong Microsoft Excel skills essential Successful candidates must have particularly strong quantitative, writing and interpersonal skills Elevated attention to detail and consistency in work product Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment Organized and proactive; motivation to contribute to a positive, collaborative team culture Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 FINRA registrations and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Associate - Private Banking Commercial Real Estate City National BankCredit Associate - Private Banking Commercial Real EstateCARemote$34.55–$55.19 / hourIn partnership with Portfolio Managers and Credit Lead this role will support the Private Banking Commercial Real Estate portfolio while it is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types multifamily retail industrial office self-storage and unsecured. Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills actively seeking opportunities for professional growth and development eventually leading to ownership of a portfolio of credits.
Banking Operations Management Trainee East West Bancorp IncBanking Operations Management TraineeEl Monte, CA$31–$36 / 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. Through a combination of rotational assignments, on-the-job and classroom training, formalized feedback and mentoring, trainees will gain direct hands-on experience in lending products and loan operations as well as exposures to deposit operations, trade operations, customer service, and other banking functions.
De Novo Retail Relationship Banker Bank of MontrealDe Novo Retail Relationship BankerRancho Cordova, 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.
Investment Banking Associate - Consumer (Lifestyle Brands) MUFG Americas Holdings CorpInvestment Banking Associate - Consumer (Lifestyle Brands)Los Angeles, CAIntrepid's Lifestyle Brands team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the consumer industry including consumer lifestyle brands, omni-channel brands, digitally native brands, experiential retail formats, and consumer services. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
NewIRE Senior Lead Commercial Banking Relationship Manager Wells Fargo BankIRE Senior Lead Commercial Banking Relationship ManagerOntario, CaliforniaLead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions. Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships.