div>Senior Business Banker - San Diego, CA MarketThe Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams.
Primary responsibilities include meeting with prospects to bring in new relationships, developing strong COIs in the marketplace, and closing new business opportunities.
Laguna Niguel, CA23 days ago
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
CITY OF INDUSTRY, CA30+ days ago
In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner. They 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.
Calabasas, CA30+ days ago
In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner. They 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.
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. Identifies prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management, wealth management, etc.).
Los Angeles, CA30+ days ago
p>Knowledge of business services business models 3+ years of direct lending, credit support, or related experience, with a focus on business relationships Understanding of Commercial Banking credit and treasury products Strong oral and written communication skills Ability to collaborate with internal partners and resources Demonstrated experience in meeting or exceeding goals Sales management and business development skills FINRA Series 79, 63, and Securities Exam Essentials licenses required or must be obtained within 180 days of hire. Bachelor's degree and formal credit training preferred Strong creative solution and problem-solving abilities Proficiency in building and maintaining positive stakeholder relationships Proven ability to self-start and complete projects.
This position may require 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 to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.
Santa Monica, CA30+ days ago
ul style="margin-top:0in;margin-bottom:0in">High school diploma required, associates or 4 year college degree, or 3 plus years personal banking sales experience required. A Member Relationship Banker, is the liaison between consumers or businesses and the financial institution, building and maintaining that relationship and offering advice on everything from personal and business accounts to loans and other services.
Chico, California14 days ago
If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com. 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.
Murrieta, California18 days ago
If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed.
Paso Robles, CA14 days ago
p>Under the general direction of the Branch/Service Manager, the position of Senior Personal Banker is responsible for demonstrating expert level proficiency in processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. - Complies with all bank policies and procedures and all applicable government regulations including, but not limited to Federal Regulations - Reg DD, Reg CC, Reg D, Reg E, Reg P, Reg Z; Staying current and knowledgeable of all policies, procedures and regulations related to the job functions and completing all assigned training on time, and 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 reporting concerns about compliance to the Compliance Officer to enable prompt remediation.
Banner Bank - Floating Banker Floating Banker Chico, California Community Banking - Northern California Division / Full Time - Hourly / On-site apply for this job More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
p>Skills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our 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.
Riverside, CA30+ days ago
Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. In 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.
Newport Beach, CA5 days ago
ul>Client Acquisition and Engagement: Acquire and deepen the branch client base through proactive relationship banking, business development activities, and client engagement strategies, including needs assessments, cross-selling, and tailored 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.
Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. In 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.
Pleasanton, CA26 days ago
Gather 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.
li>Gather 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.
Los Angeles, CA30+ days ago
Built by experienced middle-market bankers with strong ties to the Los Angeles deal community, the firm is in an exciting stage of development and is building a high-performing team to support an active and expanding transaction pipeline. Build, maintain, and audit detailed financial models, including operating models, valuation work, LBOs, public comps, accretion/dilution analyses, and precedent transaction analyses.
San Francisco, CA30+ days ago
Demonstrate the ability to build a brand within your market that represents the Healthcare Technology team as the "Leading Innovation Economy bank serving the best and most diverse clients" • Develop new business in your market by acquiring new relationships, evaluating credit opportunities, deepening existing relationships by delivering the entire Firm • Lead internal strategic discussions with partners across all our solutions including Investment Banking, Capital Markets, Risk Management, and Payments • Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately • Research prospects and participate in 'discovery' to determine the banking tools they need to power their business while also identifying opportunities for strategic partnerships • Be part of a dynamic and growing team with over 10,000 prospects nationally. 5+ years of related experience Credit experience with investor backed companies Strong understanding of Commercial Banking products and services Understanding and interest in high growth software, payments, ecommerce and marketplaces Excellent sales management and business development skills Proficiency in building and maintaining positive client relationships Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Ability to leverage established relationships within venture capital and private equity ecosystem to drive new business Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire.
San Francisco, CA30+ days ago
p>As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) team within Commercial Banking, you will be responsible for acquiring, prospecting, growing, and retaining relationships in Middle Market Banking & Specialized Industries, with a focus on Healthcare, Higher Education, and Non-Profit 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.
San Francisco, CA30+ days ago
p>Five plus years of lending or credit support related experience with a focus on business relationships Understanding of Commercial Banking products and services Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Deep local connections and market knowledge Corporate finance expertise and strong transaction execution skills FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire. • Act as a primary interface with our Mid-Cap Investment Banking Team • Acquire new clients and maintaining and deepening a portfolio of relationships • Act as the interface between our financial sponsors team and portfolio companies • Growing and retain profitable relationships within the Mid-Corporate Banking target market • Champion a culture of innovation and a customer centric mindset • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships • Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies.
San Francisco, CA30+ days ago
p>5+ years of related experience Strong business development skills; including tactical selling and negotiation Understanding of Commercial Banking products and services Proficiency in building and maintaining positive client relationships Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done. A core component of the role will involve a deep understanding of JP Morgan & Chase Commercial Bank products and services and working in a cross-functional and highly collaborative manner with internal teams, including partnering with our banking team, credit staff and other product partners as appropriate.
Los Angeles, CA30+ days ago
p>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. 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.
li>Open new accounts, both business and personal by assigning account numbers; completes forms requiring customer signature(s); checks Chexsystem history; accepts initial deposits; prepares all documents and items pertaining to business and personal checking accounts, savings accounts and certificates of deposit for processing. The Personal Banker is responsible for developing new business relationships through marketing, calling and being active in business functions; promoting business for the Bank by maintaining good customer relations, cross selling Bank products; and referring customers to appropriate staff for new and additional services.
p>How you will spend your time: - Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs.
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.
Los Angeles, CA30+ days ago
CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for Low Income Housing Tax Credit (LIHTC) developments and bond purchases. As a Community Development Banking Associate within our Commercial Real Estate team, you will provide support and assistance in the underwriting and approval process for acquisition, construction, and/or permanent loans sourced by senior banker colleagues.
El Segundo, CA30+ days ago
p>Experience: - Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation. We seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve.
Beverly Hills, California17 days ago
Los Angeles, CA30+ days ago
Through our resources, CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for Low Income Housing Tax Credit developments and bond purchases. As a Community Development Banker within Commercial Real Estate, you will be an integral part of the team that is proud to support vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide!
Los Angeles, CA30+ days ago
Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. 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.
Los Angeles, CA30+ days ago
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. 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.
Montecito, CA30+ days ago
Executes and/or submits client account servicing activities within appropriate time frames, including but not limited to processing wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
San Francisco, CA30+ days ago
li>Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. 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.
This role is critical to driving the adoption and expansion of our financial products and services amongst Broker-Dealers (BDs) and Registered Investment Advisors (RIAs), helping them better serve their Financial Advisors and clients with innovative lending and banking solutions. The expected salary range for this particular position is $120,000-$200,000, (New York), $99,000-$176,000, (Los Angeles, Chicago), $90,000-$160,000, (Denver, Dallas, Miami) depending on your experience, skills, and registration status, market conditions and business needs.
San Jose, California30+ days ago
Position Summary: The Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and offering excellent service.
May delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.
San Francisco, CA2 days ago
As a Banker Associate, you are responsible for helping bankers uncover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. 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.
Atascadero, CA30+ days ago
This position may require 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 employees assessment of the consumers 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 to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.
Los Angeles, CA30+ days ago
A core component of the role will involve a deep understanding of JP Morgan & Chase Commercial Bank products and services and working in a cross-functional and highly collaborative manner with internal teams, including partnering with our banking team, credit staff and other product partners as appropriate. The ideal candidate is an experienced business developer with a history of relationships in the early-stage tech sector who is capable of independent activity, and has excellent partnership, communication, and marketing skills.
Santa Clara, CA30+ days ago
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. 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.