Senior Credit Strategy Lead — Private Banking
Flagstar Bank
Flagstar Bank is seeking a Senior Credit Products Specialist in Walnut Creek, CA. This role involves structuring and managing complex commercial credit relationships, guiding credit strategy with deep market insights. The position requires at least 8 years of experience in commercial credit analysis and strong leadership abilities. The role also offers mentorship opportunities for junior professionals and ensures long-term portfolio health. #J-18808-Ljbffr Flagstar Bank
$163.49k - $193.74k
...Senior Credit Products Specialist - Private Banking Location: Walnut Creek, CA 94596 The Senior Credit Products Specialist... .... This role influences credit strategy by providing deep market insights,... ...Structuring & Underwriting: Lead the structuring, analysis, and approval...SeniorPrivateLocal area$100k - $275k
Bank of America in Walnut Creek, CA, is seeking a seasoned professional to lead client management and business development within its Private Bank division. The role involves advocating for clients, developing meaningful interactions, and understanding client needs. Ideal...SeniorPrivate- ...brand of relationship banking and fostering a culture... ...About the Role: A Senior Wealth Advisor is an experienced... ...individual will also lead within the organization... ...Service Specialists, Private Bankers, and Wealth... ...planning and investment strategies consistent with their individual...SeniorPrivateImmediate start
$70k - $85k
...Management Company Senior Accounting Specialist Walnut Creek, California... ...and General Partners of private equity funds, specifically: Buy... ...receivable Book journal entries, bank reconciliations and maintain general ledger Reconcile credit cards and expense reports...SeniorPrivateWork at officeLocal area- (Hiring) Senior Tax Manager We are seeking a Senior Tax Manager!You will beresponsible... ...approval process for all loans and lines of credit Oversee the flow of cash and financial... ...related fields Knowledge of common banking practices Strong leadership qualities...SeniorWork at office
$37 - $65.5 per hour
...Wells Fargo is seeking a Senior Branch Premier Banker (... ...point of contact for banking products and services through... ...professionals who lead with advice to acquire... ...comprehensive financial strategies. You will own and... ...deposits, investments, credit, home lending, and business...SeniorTemporary workWork experience placementImmediate start- ...a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of...PrivateTemporary workWork experience placementLocal area
- A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning...SeniorPrivate
- A leading consumer goods company located in Walnut Creek, California is seeking a Senior Director for Artificial Intelligence. This position is responsible for defining and operationalizing the enterprise AI strategy while leading the AI Center of Excellence. Ideal candidates...Senior
$128k - $170k
...Provides responsive, quality service. Works with the most complex credits. MAJOR RESPONSIBILITIES • Develops proactive calling... ...clients and assigned relationships. Discusses and promotes all Bank products and services to establish complete client relationship...SeniorLocal area- Dexian DISYS is seeking a Senior Universal Banker III in Walnut Creek, CA. This on-site position involves building client relationships... ...financial advice. Ideal candidates have over 3 years of retail banking experience, a strong compliance background, and excellent...SeniorLocal area
- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Walnut Creek, CA, United States Job Description We are actively... ...You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of...PrivateTemporary workWork experience placementLocal area
$170.26k - $200.3k
...U.S. Bank Financial Advisor At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make... ...registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration...PrivateTemporary workWork experience placement$170.26k - $200.3k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration...PrivateTemporary workWork experience placementLocal area$170.26k - $200.3k
...U.S. Bank is seeking a seasoned Wealth Management expert in Walnut Creek, California, to manage and grow high net worth client relationships. The role requires 10+ years of experience and a Bachelor's degree. Effective relationship management and business development...SeniorPrivate$118.93k - $131.62k
...A leading sustainability consulting firm in California is seeking a Principal Consultant for Reputation Management. This role involves... ...programs and developing integrated multi-channel PR strategies. Applicants should have a minimum of 7 years' experience in communications...Senior- ...ensuring all equipment is in good operatingcondition. Completion of all necessary paperwork ina timelyandaccuratemanner. Ensure all banking deposits are made ina timelyandaccuratemannerand all monies are accounted for and reconciled daily. Ensure that the opening and...SeniorWeekend workDay shift
- About this role: Wells Fargo is seeking a Senior Lead Business Execution Consultant to join... ...execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational,... ...assets. We provide a diversified set of banking, investment and mortgage products and...SeniorFull timeWork experience placementWork at office3 days per week
- Environmental Resources Management (ERM) seeks a Principal Consultant in Walnut Creek, California, to lead reputation management and crisis communication for Fortune 500 clients. This role focuses on strategic communications amid rising scrutiny over corporate behavior...Senior
- TwinThread is seeking a U.S. Private Banker in Walnut Creek, California. This role requires over six years of financial services experience, with a focus on client relationship management and investment knowledge. The Private Banker will manage client relationships, advise...SeniorPrivate
- As a Private Client Banker in a Chase Branch, you will represent our brand and culture with... ...hospitality, delivering the latest banking solutions and cutting‑edge financial technology... ...of your criminal conviction history, credit report, information available through NMLS...Immediate startAfternoon shift
- ...Specialized Industries Technology Banking Group is seeking a Senior Relationship Manager to... ...transactions with our credit, treasury management,... ...develop and execute a sales strategy Local in-market network Experience... ...Company (NYSE: WFC) is a leading financial services company...SeniorFull timeWork experience placementLocal area
$121.9k - $262.1k
...Make banking a Fifth Third better® We connect great people to great... ..., product specialists, and credit teams to deliver integrated financial... ....g., attorneys, accountants, private equity firms, and industry... .... Market Intelligence & Strategy:Maintain strong understanding...PrivateWork experience placementLocal areaShift work$175k - $200k
...outcome-oriented investment strategies and portfolios. We partner exclusively... ...our platform to include private markets strategies alongside... ...Working knowledge of private credit, private real estate, private... ...day. We believe in: Leading with Heart, in truly making a...SeniorPrivateWork at officeFlexible hours- ...welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based... ...review of your criminal conviction history, credit report, information available through NMLS,...Immediate startAfternoon shift
- ...Private Client Banker You have a passion for taking care of our... ...Private Client Banker in Branch Banking, you are the main point of... ...criminal conviction history, credit report, information available... ...entries. About Us Chase is a leading financial services firm,...Immediate startAfternoon shift
- ...of commercial lending experience and a strong understanding of credit analysis and commercial documentation. The role involves developing... ...and attorneys. This position is key to enhancing the bank's profitability through client acquisition and credit management...SeniorLocal area
$180k - $225k
California Bank of Commerce seeks a Credit Administrator to manage credit risk across business segments. This role involves leading credit approvals, collaborating with Relationship Managers, and ensuring adherence to lending regulations. The successful candidate will...Work at office- ...looking for a tax consultant to prepare and review tax returns for individuals and entities, conduct tax research, and develop tax strategies for clients. This role requires a Bachelor's Degree in Accounting or related field, along with at least 3 years of experience in...SeniorFlexible hours
$88.8k - $165.6k
...This position is a key member of the Bank's Commercial Real Estate group, collaborating... ...responsible for preparing well-reasoned credit proposals in accordance with sound credit... ...life insurance companies, family office or private equity sponsors. ~ Prior underwriting...PrivatePart timeLocal area
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