div id="dmFirstContainer">Progressive regonal CPA firm needs both an Audit Manager and an Audit Senior, who have a Non-Profit specialization- Fast track to Director - Reasonable work life balance - Hybrid work envirronment
The Manager is the liaison between the Partner, the client, and the professional staff.
Responsible for creating, tracking and adhering to budgets for assigned Assurance and Advisory engagements; responsible for investigating and explaining budget overruns to Director or Partner and actively looking for change order opportunities.Woodland Hills, CA9 days ago
div id="dmFirstContainer">Progressive CPA firm needs both an Audit Senior and an Audit Manager who have Non-Profit industry audit experience.
Responsible for creating, tracking and adhering to budgets for assigned Assurance and Advisory engagements; responsible for investigating and explaining budget overruns to Director or Partner and actively looking for change order opportunities.Under the direction of the Site Manager, this role ensures seamless operations, outstanding customer and donor experiences, and strong team performance — all while advancing our mission of Transforming Lives Through the Power of Work. Goodwill Southern California is seeking a Retail Service & Operations Manager to help lead one of our retail stores, boutiques, or attended donation centers.
Westlake Village, CA30+ days ago
Develop strong working relationships with internal Product Marketing/Management team members to provide voice-of-customer and market observations to help optimize and develop successful long-term portfolio strategies. Drive appropriate utilization of approved products with (but not limited to) Heart Failure (HF) specialists, cardiology, nephrology, emergency medicine, advanced practitioners, HF clinic staff, and all other health care professionals within assigned accounts.
Manage, 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.
li>Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. - Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Beverly Hills, CA30+ days ago
The role requires a strong understanding of entertainment specific business models and credit structures, with the ability to serve as a trusted advisor to clients across the entertainment and media ecosystem, including film, television, music, and related sectors. What you'll do: As a Relationship Manager, you''ll be in a key business development and relationship management role that executes the division''s strategic plan and guide the team in its efforts to meet the Bank''s annual growth and customer retention targets.
Valencia, California30+ days ago
li>Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Woodland Hills, CA22 days ago
Prepare various portfolio analytical reports and presentations; stay connected with industry trends and macro issues which may impact the portfolio; recommend changes or action impacting specific clients or groups of clients. This position's function is to identify and bring new specialty deposit clients and be able to manage a portfolio of specialty deposit clients such as but not limited to Title & Escrow, Property Management, HOA, Retentions, Law Firms and QSF deposits.
Beverly Hills, CA30+ days ago
Credit Quality: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring clients compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Job Responsibilities: New Business Origination: Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).
Overview: RELATIONSHIP MANAGER BUSINESS BANKING SR
Encino, CA
. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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Woodland Hills, CA21 days ago
Review, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions. Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions.
li>Credit Quality: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring clients compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels.
Job Responsibilities:
El Segundo, California2 days ago
p style="text-align:inherit"/>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. Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. Capture holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
Beverly Hills, CA30+ days ago
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. U.S. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts-from loan generation to deposit growth to fee‑based production.
3+ years of experience in sales/account management leadership, with experience leading client-facing teams, managing revenue retention and growth, and delivering high renewal rates and customer satisfaction. Manage revenue performance across assigned accounts, including forecasting, renewals, retention trends, and growth opportunities, while driving high renewal rates and protecting strategic client revenue.
p>As 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.
Sherman Oaks, CA30+ days ago
p>Expert level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, Customer Relationship Building. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Ventura, California30+ days ago
Market Bank’s Cash Management products and services and is therefore expected to demonstrate sufficient knowledge to establish new clients and to provide expertise in demonstrations internally and externally. Provide a high level of personalized sales and service support to key client and Strategic Relationships within the Bank.
Develop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients • Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals • Demonstrate genuine curiosity about clients, helping them reach their financial ambitions • Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience • Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients • Promote our products and Services to potential clients, exploring their needs and making referrals to other business units where appropriate • Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance • Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB • May perform other duties as assigned. Bachelor's degree or equivalent experience FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes Relationship management experience with high-net-worth clients or equivalent Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills Strong relationship management, client service, time management and prioritization skills Broad knowledge of financial products and services Understanding of the business banking client segment and products/services appropriate to complement Premier offerings A strong sense of ownership, responsibility, and accountability Excellent understanding of financial planning, wealth management, and client-needs assessment.
Woodland Hills, CA6 days ago
li>Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
El Segundo, CA30+ days ago
p>• Sales Effectiveness • Persuasive Skills • Customer Focus • Technical Skills • Problem Solving • Planning/Organizing • Judgment • Team Work • Composure • Strong Verbal and Written Communication Skills • Quality and Accuracy of Work. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate.
Sherman Oaks, CA30+ days ago
p>Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building.
Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Encino, California8 days ago
They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification & Implementation of Advanced Planning techniques for clients as needed .
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
Sherman Oaks, CA30+ days ago
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million.
Santa Clarita, CA30+ days ago
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Westlake Village, CA30+ days ago
Manage, 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.
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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Encino, California14 days ago
Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies. Lead periodic team huddles to actively manage opportunities in the Sales POD pipeline, ensuring timely receipt of borrower, property, and operational information (e.g., rent rolls, utility structures, park-owned homes, and occupancy data).
Experian''s people first, inclusive and purpose driven culture is multi award-winning; World''s Best Workplaces 2025 (Fortune Global Top 25), Great Place To Work in 26 countries to name a few. The Relationship Manager will collaborate to maintain and expand business relationships, conduct and support retention, client satisfaction and development activities within an assigned account territory for Experian''s Employer Services.
p>The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank. Four year college or university program degree; or three (3) to five (5) years Commercial Real Estate or Banking experience and/or training; or equivalent combination of education and experience.
Woodland Hills, CA30+ days ago
Responsibilities: Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture Required Qualifications: Has proven success in consultative sales in financial services or in business-to-business sales Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers Is passionate about outside sales and enjoys spending time prospecting Wants to enhance existing relationships and exceed sales goals Can analyze financial conditions of clients and industry trends Can understand and interpret financial statements and cash flow analysis Has excellent communication skills and demonstrated leadership ability Enjoys partnering and negotiating with a team of bank employees to solve client issues Demonstrated management of a client portfolio with focus on relationship development and deepening Thorough knowledge of small business financial products and services Familiarity with CRM platforms and other banking systems Desired Qualifications: Community leadership Strong computer skills with an ability to multitask in a demanding environment Undergraduate degree in business, finance or economics preferred or seven years relevant work experience Skills: Client Experience Branding Client Management Client Solutions Advisory Customer and Client Focus Pipeline Management Credit Documentation Requirements Financial Analysis Oral Communications Prioritization Written Communications Coaching Interpret Relevant Laws, Rules, and Regulations Prospecting * Risk Management Minimum Education Requirement: High School Diploma/GED or equivalent work experience Shift: 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. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources.
As a Senior Relationship Manager, you will be responsible for maintaining and expanding client relationships, driving revenue growth, and identifying up-sell and cross-sell opportunities across Experian''s data, analytics, and solution portfolio. Success in this role requires building credibility through reliability, business insight, and a strong customer-centric approach, while collaborating across internal teams to exceed revenue goals.
Granada Hills, CA12 days ago
li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients.
Sherman Oaks, CA27 days ago
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Encino, California30+ days ago
li>Responsive; establishes and maintains relationships internally and externally by understanding needs; can resolve many different issues and de-escalate situations, while knowing who to bring in when needed; can guide and support tellers in client resolution questions is required. 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.
Sherman Oaks, California30+ days ago
div>Genesis Capital(the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate.
Essential Functions include the following (other duties may be assigned):
- Manage pipeline by assisting Loan Officer and Relationship Manager in building sponsor and loan files, collecting conditions, managing loan processes, and communicating status to customers.
Woodland Hills, CA23 days ago
The AVP/VP, Client Service Manager is responsible for establishing and managing relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for our commercial banking and assigned clients. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com.
Works directly with customers in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD's, investments, etc.) to free Relationship Managers from performing these duties. - Highest level of Account Manager requiring comprehensive knowledge of all aspects of operational banking functions including technical proficiency with product utilization and basic proficiency with all Treasury Products.
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At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
WHAT WILL YOU DO?
- Primary contact with customers/prospects for day-to-day operational needs, providing proactive, collaborative and consultative support.