- Banc of California (Santa Ana, CA)
- …class professional servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) - Community Banking Support ... 1 year of client services experience required. + 1 year of Banking or Financial Services, business, or equivalent work experience required. + Experience in… more
- Banc of California (Irvine, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Banc of California (Dana Point, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Banc of California (Santa Ana, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Banc of California (Santa Ana, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Banc of California (Santa Ana, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- JPMorgan Chase (Woodland Hills, CA)
- …to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking , you will generate new treasury management business and ... execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions)… more
- Citizens (Newport Beach, CA)
- Description The Private Bank Senior Credit Officer is responsible for overseeing the credit approval process, assessing credit risk, and ensuring the bank's lending ... part in maintaining a high-quality credit portfolio across private banking clients, including high-net-worth individuals, family offices, and select corporate… more
- JPMorgan Chase (Oceanside, CA)
- …Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking , you'll be helping to improve the lives of our clients and the well-being ... by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and… more
- Enterprise Bank & Trust (Anaheim, CA)
- …**Together, there's no stopping you!** **Job Title:** AVP, Business Development Officer **Job Description:** **Summary:** Position is responsible for generating and ... Contributes to the profitability and growth of the Business Banking Unit by building and developing new and expanded... Unit by building and developing new and expanded client relationships. Consults with customers and prospects about their… more
- Citigroup (Santa Ana, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, and… more
- PNC (Riverside, CA)
- …needed to be successful in this position. **Preferred Skills** Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, ... an opportunity to contribute to the company's success. As a(n) Supervising Mortgage Loan Officer within PNC's Mortgage organization, you will be based in you will be… more
- Citigroup (Mission Viejo, CA)
- …Get Member (MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers + ... Deliver client services/outbound calls/inbound calls to acquire new relationships and...**Qualifications:** + 0-2 years of relevant experience + Previous banking , retail, or sales experience preferred + Knowledge of… more
- PNC (Irvine, CA)
- …needed to be successful in this position. **Preferred Skills** Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, ... have an opportunity to contribute to the company's success. As a(n) Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the greater Orange… more
- Zions Bancorporation (Irvine, CA)
- …Banker (ESOP) We are seeking a production-driven and knowledgeable middle-market ESOP Lending Officer to join our growing Commercial Banking team. This role is ... Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We… more
- JPMorgan Chase (Irvine, CA)
- …appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by ... JP Morgan's Chief Investment Officer . You will also provide advice to existing clients...experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals… more
- Citizens (Newport Beach, CA)
- …Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking , grow deposits, and expand in key growth markets. We are looking for ... white glove experience to clients that results in long-term client loyalty. Ideal candidates will have a client...from inquiry through post-closing (eg, presents loan to Credit Officer for approval, locks & submits loans, collects conditions,… more
- Huntington National Bank (Newport Beach, CA)
- …and other pertinent underwriting issues to present to the approving Credit Officer . + Ensures underwriting and structuring decisions reflect commitment to strong ... development of marketing presentations and pitch books highlighting product solutions for client needs. + Identifies potential problem accounts and works to improve… more
