Senior SBA Finance & Relationship Leader
$88.8k - $165.6kBMO U.S.
BMO U.S. is seeking a professional to manage client relationships and structure complex deals. The ideal candidate will have 7+ years of experience in banking and a Bachelor's degree in a relevant field. Responsibilities include developing new business through client engagements and ensuring high service standards. We offer a salary range between $88,800 and $165,600, along with various benefits including health insurance, tuition reimbursement, and performance incentives. #J-18808-Ljbffr BMO U.S.
- Desert Financial Credit Union is seeking a Business Relationship Manager II in Phoenix, AZ. The successful candidate will manage relationships with small and mid-sized business clients to originate SBA and conventional loans. This role requires strong commercial lending...Senior
- First Western Financial, Inc. is seeking an SVP, Relationship Banker III in Scottsdale, AZ. This role focuses on managing and expanding a lending portfolio while acting as a trusted advisor to clients. Candidates should bring a strong background in business development...Senior
$88.8k - $165.6k
BMO, a leading North American bank, seeks an experienced Relationship Manager in Phoenix, Arizona. The role involves resolving complex client issues, developing new business, and managing key client relationships. Candidates should have over 7 years in relationship management...Suggested- Payfuture Technologies is seeking a Corporate Banking Relationship Manager in Phoenix, Arizona. This role involves managing high-value client relationships and providing tailored financing solutions. The ideal candidate will have a strong track record in Corporate Banking...Senior
- Eide Bailly LLP seeks an experienced Auditor in Phoenix, AZ, responsible for leading client engagements, performing audit procedures, and preparing financial statements. Candidates must have a Bachelor's Degree in Accounting, with 2-4 years of experience and a valid CPA...SeniorWork at office
- EY is seeking a Senior Manager in Oracle Services based in Phoenix, Arizona. The role involves leading engagements, managing client relationships, and overseeing complex projects to ensure economic objectives are met. Successful candidates will possess strong accounting...SeniorFlexible hours
- Columbia Bank is seeking a Loan Support Specialist III to service consumer, small business, SBA, and commercial loans. The ideal candidate will have 4-7 years of experience in loan servicing and strong analytical and communication skills. This role requires excellent multi...Senior
- Dormont Manufacturing Co is looking for a Senior Relationship Manager to oversee new business development and manage relationships with companies... .... The ideal candidate will have over 10 years of commercial financing experience and expertise in negotiating complex loans....Senior
- Cardata, based in Arizona, is seeking a Relationship Manager & Servicing Advisor to manage financial planning for affluent households without business development. The ideal candidate has CFP® certification and at least 10 years of financial planning experience, with proficiency...Senior
- Fartherfinance is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households, focusing on delivering a comprehensive wealth management experience. This role requires 10+ years of financial planning experience and CFP® certification, emphasizing...Senior
- U.S. Bank in Phoenix, Arizona is looking for a customer-focused banking professional to strengthen client relationships and educate them on banking products. The ideal candidate has extensive retail banking experience and is skilled in using digital technologies to enhance...Senior
$76.52k - $163.9k
A financial institution seeks a Sr. Practice Solutions Relationship Manager in Phoenix, Arizona. This hybrid role entails managing and growing... ...objectives. Candidates should have substantial Practice Finance sales experience, strong financial analysis skills, and the ability...Senior$123k - $185.4k
First Western Trust is looking for an SVP, Relationship Banker III in Scottsdale, AZ. This role involves managing and expanding a lending portfolio while serving as a trusted advisor to clients. Candidates should have over 10 years of experience in business development...Senior- A financial services firm in Phoenix, AZ, is seeking a Business Development Wealth Advisor to drive client relationships, manage wealth planning, and collaborate with CPAs. The ideal candidate will have 10-15 years of experience in client-facing environments and be proficient...SeniorFull time
- U.S. Bank is seeking a Client Relationship Consultant 3 in Scottsdale, AZ. In this role, you will build relationships with clients through various channels, providing them with tailored banking advice and services. You will be integral in helping clients understand and...Senior
$115k - $125k
A small CPA firm in Scottsdale, AZ, seeks a Relationship Manager / Senior Tax Manager to build and maintain client relationships while handling tax work. This role offers a unique opportunity with no traditional busy season and emphasizes client management in a supportive...Senior$105k - $140k
...Arizona is seeking a Private Banker II to build and maintain relationships with high net-worth clients. This role involves engaging with... ...Candidates should possess a Bachelor’s degree in Accounting or Finance, along with 3-5 years of relevant banking experience. The position...Senior$115k - $125k
Relationship Manager / Senior Tax Manager Location: Scottsdale AZ - Small CPA Firm, Hybrid potential for right person A unique opportunity is available with a small CPA firm of approximately 10 professionals seeking a Relationship Manager / Senior Tax Manager . This role...Senior- Chase is looking for a Business Relationship Manager in Peoria, Arizona, to manage a portfolio of large business clients with revenues over $3 million. This role will focus on developing client relationships, providing tailored financial advice, and driving new business...SeniorWork at office
$140k
Sora Resource Group is seeking a Senior Audit Manager in Phoenix, Arizona, to manage client relationships and staff within various industries such as Manufacturing, Restaurants, and Real Estate. This hybrid position offers a competitive base salary of up to $140,000, depending...Senior- Vanguard in Scottsdale, Arizona is offering a unique opportunity for a role focused on completing company-wide rotations and achieving specific departmental objectives. The ideal candidate will have experience in financial services and a commitment to personal and professional...Senior
$90k - $155k
Payfuture Technologies is seeking a Finance Risk professional in Phoenix, Arizona. The role involves providing risk oversight and analytics related to financial planning and capital management. Applicants should have a Bachelor’s degree and substantial finance experience...Senior$120k - $140k
Advisor Group is seeking a Senior Corporate Financial Revenue Manager to oversee and optimize revenue performance. This role collaborates with Finance, Sales, Operations, and Executive Leadership, ensuring accurate revenue forecasting and strategic decision-making. The...Senior- A respected accounting firm in Phoenix, Arizona, seeks an Employee Relations Administrator to manage client relationships and lead accounting engagements. The ideal candidate has over 5 years of experience, preferably in governmental or nonprofit accounting, and possesses...Senior
$120k - $140k
...Oakdale, MN or Scottsdale, AZ, with a salary range of $120,000 - $140,000 plus bonuses. The successful candidate will collaborate with Finance, Sales, and Operations, providing insights and leading financial planning to enhance profitability and strategic decision-making....SeniorFull timeWork at office- Sora Resource Group, a growing CPA firm in Scottsdale, Arizona, is looking to hire a Senior Auditor to enhance its team. This position involves building relationships with clients and leading audit engagements while mentoring associates. Candidates should hold a BS degree...Senior
$130k - $160k
...Scottsdale, AZ. This full-time, on-site role offers the unique opportunity to oversee daily financial operations while building a scalable finance function. The ideal candidate has over 7 years of experience, solid GAAP knowledge, and expertise with NetSuite. This position...SeniorFull time- FineMark National Bank & Trust in Scottsdale, Arizona, is seeking an experienced Investment Manager to oversee and manage the investment team and client portfolios. The role requires developing investment strategies for unique client goals and ensuring compliance with fiduciary...Senior
- NexGen Contracting in Phoenix, Arizona, is seeking a Chief Estimator for its Steel Division. The role involves managing bids for structural steel projects, preparing detailed estimates, and collaborating with various teams for comprehensive project delivery. Candidates ...Senior
- A leading wealth management firm seeks a Private Wealth Advisor to manage and oversee client investment portfolios and relationships. The ideal candidate will have over 15 years of experience managing investments, strong leadership skills, and a proven ability to cultivate...Senior
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