Commercial Banking Relationship Manager III - Orange County, CA
Valley National Bancorp
Responsibilities include but are not limited to: Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank. Develop network of external referral sources/centers of influence (COI's) in order to attract new clients. Maintain, grow and service assigned portfolios and appropriately cross sell other bank products. Overall accountability for driving the profitability, quality, and growth of portfolio. Negotiates terms (collateral, covenants, pricing and other components) of lending agreements with clients/prospects to properly structure and price credit facilities consistent with the bank's credit policies and lending practices. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality. Bears overall responsibility for the loan closing process and attends loan closings ensuring legal documents reflect all terms as agreed to by customer/prospect and approved by the bank, in addition to making sure required documents and signatures are in place for loan closing and to ensure loans are closed properly. #J-18808-Ljbffr Valley National Bancorp
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$27.02 - $39.18 per hour
...Personal Banker (Member Service Representative III) The pay range for this position is... ...union products and services to build relationships. Processes transactions in areas of savings... ...required ~ Participation in the CA DMV pull program may be required depending...Suggested- ...SchoolsFirst FCU is seeking a Personal Banker (Member Service Representative III) to join our team in Lancaster, CA. In this part-time role, you will provide exceptional service to our members, process transactions, and promote credit union products and services. You...SuggestedPart time
$25 - $26.77 per hour
...Bank Of America Job Opportunity At Bank of America, we are guided... ...excellence Builds relationships with clients to meet financial... ..., lending, and investments Manages financial center traffic, appointments... ...Transparency details US - CA - Lancaster - 1028 W Avenue K...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Relationship Banker Lancaster, California To proceed with your application... ...of age. Acknowledge ( Bank of America employees are... ...lending, and investments Manages financial center traffic,... ...Rights ( " poster. View the LA County Fair Chance Ordinance ( ....SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$35.05 - $42.83 per hour
...Job Title At U.S. Bank, we're on a journey to do our best. Helping the customers... ...million. Actively deepens existing customer relationships through routine calling and develops new... ...- Basic knowledge of cash flow management and business credit underwriting - Effective...Temporary workWork experience placement- Bank of America in Lancaster, CA is seeking a client-focused professional to engage customers in the lobby and educate them on self-service banking... .... You will process cash transactions accurately, build relationships, and connect clients withbanking solutions aligned to...
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$20 - $28 per hour
...done; accepts and mirrors the level of urgency conveyed by the manager or customer being served; puts first priority on the needs of the... ...background screening. This includes education verification, county and national criminal background checks, a motor vehicle report...Hourly payWork at officeShift work- Citigroup Inc. in Los Angeles, California seeks an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. Responsibilities include handling small business lending opportunities, cross-selling treasury...
$24 per hour
...nonprofit mental health agencies in Los Angeles County. The agency supports over 19,000 low-... ...Under direct supervision of the program manager, assist assigned program participants in... ...research, solicit, and coordinate banking or check cashing services for members with...Hourly payFull timeInterim roleWork at officeLocal areaFlexible hoursNight shift- U.S. Bank’s Relationship Bankers build relationships with customers through in-person, by appointment, and virtual channels to deliver trusted financial guidance and a digital-first experience. You will open and service consumer and small business accounts, discuss deposit...
$27.02 - $39.18 per hour
SchoolsFirst Federal Credit Union in Lancaster, California is seeking a Personal Banker (Member Service Representative III) dedicated to providing exceptional service to members. The ideal candidate will have 3-5 years of experience, a High School Diploma, and knowledge...Hourly pay$28 - $33 per hour
...Registration Candidate- Tri Valley Market at Bank of America. This range is provided by... ...skills—from acquiring, building and managing client relationships to guiding clients with advice and... ...new Solutions Advisor jobs in Palmdale, CA. Financial Solutions Advisor...Full timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift- ...Build lasting customer relationships through proactive, meaningful conversations Understand... ...customer needs and connect them with relevant banking products, services, and solutions Drive... ...strong customer relationship management skills by effectively identifying customer...Work experience placementFlexible hours
- ...achieve their financial goals. This role focuses on creating tailored financial plans, providing guidance, and building long-term relationships within the community. You will receive comprehensive support and training from day one. This opportunity also includes a range...
$70k - $80k
Bank of America in Lancaster, California is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions... ...year in the investments or financial services industry. Strong relationship-building and communication skills are essential. The position...- Northwestern Mutual is seeking aspiring Financial Advisors to build and own a client-focused financial planning practice. Start as a financial representative, obtain licenses, and leverage award-winning training to grow a personal book of business. You will educate clients...
- ...leading financial institution in Palmdale, CA is seeking a Financial Solutions Advisor to provide clients with comprehensive banking and investment solutions. The ideal... ...training and coaching to build solid client relationships, achieve industry licenses, and thrive in...Full time
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- Citigroup Inc. in Los Angeles, CA seeks a Head Universal Banker to lead and mentor branch staff while delivering outstanding service and handling transactions and sales across deposits, accounts, and cards. The role emphasizes risk awareness and adherence to Citi standards...
- Enterprise Bank & Trust in the Los Angeles Metropolitan area seeks a Financial Services Representative to greet customers, open accounts for commercial and consumer clients, and perform teller duties with accuracy. You will respond to inquiries, balance cash drawers, and...
$22.22 - $26.66 per hour
Enterprise Bank & Trust was founded in the spirit of entrepreneurship... ...in opening new accounts for commercial and consumer clients. Have... ...and maintain long‑term relationships with clients. Actively... ...Bank & Trust is committed to managing our business and community relationships...Hourly payWork at officeLocal area- St Johns Community Health is seeking a Grants Accounting Manager to oversee all grants accounting from award to closeout, ensuring timely... ...the financial status of grants. The position emphasizes state, county, local and private funding and entails pre-award input, post-...Local area
- ...financial goals. You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting... ...comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$100k
...Communicate with leads through in-person meetings, phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform strategic prospecting methods to find new clients who are interested in selling or...Hourly payFull timeFor contractors$70k - $80k
..., including stocks, bonds, mutual funds, annuities, and banking and money management solutions. Recommend banking and investment strategies... ...whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things...Temporary workMonday to FridayShift workDay shift- Modern Woodmen of America is looking for dedicated financial representatives in Palmdale, California. The role involves creating tailored financial plans to help various individuals achieve their financial goals, supported by extensive training and development. Candidates...
- JPMorganChase in Palmdale, CA seeks a Business Relationship Manager to grow and manage a portfolio of small business clients, delivering tailored banking solutions and financial guidance. The BRM focuses on client experience, cross-unit collaboration, and risk management...
$100k
...Communicate with leads through in-person meetings, phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform strategic prospecting methods to find new clients who are interested in selling or...Hourly payFull timeFor contractors
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