NewSr. Relationship Manager (CRE) JobotSr. Relationship Manager (CRE)Costa Mesa, CA$130,000–$210,000 / yearActively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy. 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.
NewSenior Manager, Capital Markets JobotSenior Manager, Capital MarketsEl Segundo, CA$160,000–$200,000 / yearInformation 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. The successful candidate will have a strong background in capital market operations, including equity and debt financing, public filings, and strategic financing planning.
Senior Applications Developer (OVC) Pinnacle Technical ResourcesSenior Applications Developer (OVC)Irvine, California$120,000–$135,000 / yearThis is a unique and fulfilling opportunity to work in a specialized hybrid domain that includes custom-built Oracle solutions spanning commodity trading, supply chain logistics, procurement, order management, financial management, and contract lifecycle management. This role also involves close collaboration with cross-functional development and functional analyst teams to facilitate designs, resolve interdependencies, and deliver robust Oracle solutions that continuously provide measurable business value.
Senior Vice President- Commercial Banking Western Alliance BancorpSenior Vice President- Commercial BankingCA$169,410–$209,270 / yearGather 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.
Client Success Senior Associate - Tech/Startup Banking JPMorgan Chase & CoClient Success Senior Associate - Tech/Startup BankingIrvine, CAThis role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer will be a critical partner for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Banking & Capital Markets Tax Senior Manager PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior ManagerCA$124,000–$335,000 / yearDemonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - innovating through new and existing technologies, along with experimenting with digitization solutions.- working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.- utilizing digitization tools to reduce hours and optimize engagements. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.
Agentic Commerce Senior Manager | Banking Accenture PlcAgentic Commerce Senior Manager | BankingIrvine, CAAs financial services customer journeys evolve beyond traditional websites and apps toward AI-mediated discovery, conversational interfaces, and intelligent agents, banks must modernize their platforms, product data, content ecosystems, and integration architectures. This Senior Manager will play a critical role in helping clients operationalize these changes by leading key workstreams across platform architecture, digital discoverability, content ecosystems, and AI-ready data infrastructure.
Strategy& Consumer Banking & Payments Consulting Senior Associate PricewaterhouseCoopers LLPStrategy& Consumer Banking & Payments Consulting Senior AssociateCA$77,000–$202,000 / yearIn this role, you will analyze client needs and provide consulting services across different strategic areas, offering guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
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.
Retail Banking Senior Manager Accenture PlcRetail Banking Senior ManagerCulver City, 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 Associate - Business Development Officer - Middle Market Banking JPMorgan Chase & CoSenior Associate - Business Development Officer - Middle Market BankingIrvine, CAAs a Business Development Officer within the Middle Market Banking team, you will be leading national business development initiatives for the Pacific Region with market responsibility of Southern California (San Diego, Inland Empire, Orange County, Los Angeles and Central Coast) under the guidance of the National Head for Business Development and Business Development Team Lead. Your role will involve generating high-quality sales leads for middle market bankers by engaging prospective clients in meaningful dialogue about their banking needs and identifying opportunities to create mutually-beneficial relationships.
Sr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA) Bank of America CorpSr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA)Newport Beach, CA$140,000–$235,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDICShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. 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.
NewBusiness 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.
Senior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CA California Bank & TrustSenior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CAIrvine, CA$135,000–$192,000 / 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.
Credit Risk, Senior Associate - Real Estate Banking JPMorgan Chase Bank, N.A.Credit Risk, Senior Associate - Real Estate BankingIrvine, CAFull timeAs 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.
Trade & Working Capital Sales, Commercial Banking - Senior Vice President Citigroup IncTrade & Working Capital Sales, Commercial Banking - Senior Vice PresidentCA$163,600–$245,400 / yearThe successful candidate will bring deep core trade expertise-particularly in Documentary Trade (Letters of Credit and SBLCs)-and a proven ability to structure and deliver solutions in sophisticated client environments. This individual will lead the execution of the team's sales strategy across priority client segments and industries, with a strong focus on originating and delivering complex Trade and Working Capital solutions.
NewCommunity 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.
NewIndustry Executive-Multinational Corporation Banking-Executive Director JPMorgan Chase & CoIndustry Executive-Multinational Corporation Banking-Executive DirectorIrvine, CAIn addition, the Industry Executive partners closely with credit underwriting, treasury sales, client service, an administrative assistant, and other functional areas inside and outside of the Commercial & Specialized Industries to deliver products and solutions to clients. As a Multinational Corporation Banking (MNC) Industry Executive you will lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Multinational Corporation Banking clients.
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.
VP, Relationship Manager, Commercial Banking - Inland Empire Banc of CaliforniaVP, Relationship Manager, Commercial Banking - Inland EmpireBrea, 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). 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.
VP, Relationship Manager, Commercial Banking - Los Angeles Banc of CaliforniaVP, Relationship Manager, Commercial Banking - Los AngelesBrea, 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). 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.
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.
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.
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.
Investment Banking Manager Accenture PlcInvestment Banking ManagerCulver City, CASynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Portfolio Manager II - Business Banking City National BankPortfolio Manager II - Business BankingIrvine, CARemote$44.28–$75.42 / hourPortfolio 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. Primary responsibilities include: Underwrite and portfolio manage Business Banking clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
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.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourAdditional Qualifications Basic experience in credit management and lending operations with a strong understanding of risk management principles Desire to build leadership and coaching skills with the ability to train and develop talent Strong communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams Basic analytical skills with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise. 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.
Investment Banking Associate MUFG Americas Holdings CorpInvestment Banking AssociateCAAssociates work on dedicated industry groups such as Healthcare, Media, Industrials, Consumer etc. to execute M&A transactions as well as our Special Situations group which specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Investment Banking Analyst MUFG Americas Holdings CorpInvestment Banking AnalystCAAnalysts work on dedicated industry groups such as Healthcare, Media, Industrials etc. to execute M&A transactions as well as our Special Situations group which specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Analyst-Mortgage Banking Associate Newmark Group IncAnalyst-Mortgage Banking AssociateIrvine, CA$75,000–$90,000 / yearNote: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Relationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CA Bank of America CorpRelationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CANewport Beach, CA$140,000–$235,000 / yearResponsibilities:Acts as a trusted advisor for clients and prospects with annual revenues of $50 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as neededDevelops an in-depth understanding of clients'/prospects corporation, organization, and the related industry in addition to their strategy and needs, while responding to changes in the business environment or client/prospect needsLeverages ideas, insights, and relationships to generate new and incremental business for Bank of AmericaCollaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange, and Wealth ManagementFacilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance frameworkDesigns and implements a business plan that will maximize the profitability of each client and prospectBuilds relationships with internal and external sales referral partnersMotivates and influences client team members appropriately and collaborates in their onboarding, coaching, and developmentRequired Qualifications:10+ years of demonstrated sales experience, with a proven ability to drive revenue and build client relationshipsSecurities Industry Essentials (SIE), Series 7 and 63 licenses required to be obtained within 180 days of start dateStrong business development and analytical capabilitiesStrong interpersonal and communication skillsDemonstrated resilience and commitment to continuous learningStrong business acumenAbility to read and interpret both audited and unaudited company financial statementsPreferred Qualifications:Established local network of business referral sources and centers of influence (COIs)Skills:Business DevelopmentPipeline ManagementProspectingReferral IdentificationSales StrategyClient Experience BrandingFinancial AnalysisReferral ManagementRisk ManagementSales Performance ManagementData and Trend Analysis Minimum Education Requirement:Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. Job expectations include leveraging activity-based training modules, engaging in national and local leader and peer coaching, and developing knowledge of credit, treasury, and other operational services, while building client relationships, creating business plans, and influencing team performance.
NewBusiness 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 II Fifth Third BancorpBusiness Banking Relationship Manager IILong Beach, CA$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.
NewBusiness 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.
Audit Manager - Insurance and Banking Weaver And Tidwell LLPAudit Manager - Insurance and BankingManhattan Beach, CA$120,000–$160,000 / yearYou will be responsible for managing the day-to-day execution of complex financial services audits, mentoring and developing Associates, Senior Associates, and Supervisors, and collaborating closely with Partners on client service, project management, and business development. Working knowledge of U.S. GAAP and Statutory Accounting Principles (SAP) as they apply to property & casualty and/or life insurance companies, including familiarity with statutory financial reporting, the Model Audit Rule, and state insurance department regulatory requirements.
Banking / PR - Knowledge Engineering and Decision Systems Infosys LtdBanking / PR - Knowledge Engineering and Decision SystemsCA$154,375–$193,125 / year148037BRCalifornia, Georgia, Illinois, Massachusetts, New Jersey, New York, Texas, WashingtonUSAInfosys Limited Principal - Business ConsultingITL USA Atlanta, GA, Basking Ridge, NJ, Boston, MA, Chicago, IL, Dallas, TX, New York, NY, San Francisco, CA, Seattle, WABanking, Financial servicesProcess|Consulting processes|Technology Consulting process Principal, Business Consulting - Knowledge Engineering and Decision Systems154375193125. As a Principal Knowledge Engineering and Decision Systems, you will operate at the intersection of formal knowledge representation, rules engine design, and AI-assisted compliance intelligence translating complex, multi-jurisdictional regulatory requirements into a system that is computable, auditable, and maintainable at production scale.
NewSenior Business Banker Sunwest BankSenior Business BankerIrvine, CaliforniaSedentary: Limited activity, no lifting, limited walkingModerate: Mostly standing, walking, bending, frequent liftingLight: Office work, some lifting, bending, stooping or kneeling, walkingArduous: 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.
Sr. Teller Bank of HopeSr. TellerBuena Park, CATransaction Processing & Oversight: Process deposits, withdrawals, check cashing, loan payments, and other routine transactions accurately and efficiently. Required: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
Project Finance Investment Banking - Analyst MUFG Americas Holdings CorpProject Finance Investment Banking - AnalystCA$110,000–$120,000 / yearAdditionally, 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. The team works closely with dedicated partners in MUFG's debt capital markets and global markets teams to seamlessly deliver debt financing and risk management solutions for clients across markets.
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.
Client Success Senior Associate - Life Sciences JPMorgan Chase & CoClient Success Senior Associate - Life SciencesIrvine, CAThis role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
Senior Director, Tax & Treasury Collectors Holdings, Inc.Senior Director, Tax & TreasurySanta Ana, CA$250,000–$310,000 / yearThis is a senior leadership role spanning domestic and international tax compliance, tax planning and strategy, transfer pricing, M&A tax structuring, joint venture tax considerations, and the full treasury function including cash management, debt and capital structure, foreign exchange, and banking relationships. • Experience building or leading a treasury function, including cash management, FX risk management, banking relationships, and debt/credit facility management; candidates with combined tax and treasury leadership experience will be prioritized.
Sr Portfolio Manager - Specialty Credit Texas Capital Bancshares IncSr Portfolio Manager - Specialty CreditCAHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
NewSenior Member Account Protection Investigator Johnson Service GroupSenior Member Account Protection InvestigatorAnaheim, CA$43.97–$54 / hourJohnson Service Group (JSG) is partnering with a leading financial institution in North Orange County to identify an experienced Senior Member Account Protection Investigator to support a high-priority regulatory reporting initiative. The successful candidate will conduct complex investigations, review transaction alerts, prepare case narratives and documentation for suspicious activity reporting, and ensure compliance with applicable regulatory requirements, including FinCEN guidelines.
Senior Payroll Analyst GTT, LLCSenior Payroll AnalystCulver City, CAThe Senior Analyst also partners cross-functionally with HR, Finance, Tax, and Legal teams to ensure accurate payroll execution and supports projects that drive operational excellence. Act as payroll liaison for internal and external audits, including SOX and year-end audits, ensuring timely and accurate documentation.
Client Service Senior Associate JPMorgan Chase & CoClient Service Senior AssociateIrvine, CAInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. 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.
Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentIrvine, 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.
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.