Commercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CA
$150k - $230kCalifornia Bank & Trust
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. 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. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a seasoned commercial banking professional who thrives on building strong client relationships and driving portfolio growth. This role is ideal for a strategic lender with deep expertise in commercial and commercial real estate lending, risk management, and credit quality oversight. You’ll serve as a trusted advisor—originating and expanding loans, cross‑selling bank products, delivering compelling client presentations, and applying expert underwriting judgment. Essential Functions: Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. Acts as the principal account and relationship manager for new and existing clients. Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for monitoring credit performance and ensures compliance with all related regulations, laws, etc. Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. Cross sell other bank products. Other duties as assigned. Qualifications: Requires a Bachelor's and 6+ years experience with commercial or credit associated lending, credit, underwriting, or other directly related experience. A combination of education and experience may meet requirements. Expert knowledge of commercial loans, credit analysis, lending, loan processing and closing processes. Ability to expand commercial loans, client relationships and cross sell bank products. Requires excellent sales ability. Substantial experience in applicant interviewing and perceptive character judgment skills. Ability to structure loans and monitor credit performance. Must have excellent interpersonal and communication skills. Working knowledge of a software applications, including word processing and spreadsheets. Manages a large commercial portfolio. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $150,000 - $230,000 annually depending on job-related factors such as level of experience. #J-18808-Ljbffr California Bank & Trust
$150k - $230k
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with... ...yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego... ...real estate lending, risk management, and credit quality oversight. You’...SuggestedWork experience placementWork at officeFlexible hours$22 - $28 per hour
...exceptional client experience by adhering to the bank’s Breakthrough Client Experience... ...will acquire new and expand existing relationships with clients by asking questions to identify... ...(s). 2010 Main Street, Suite 150 Irvine CA 92614 Our Benefits We are proud to offer...SuggestedImmediate start- JPMorgan Chase & Co. in Irvine, CA is seeking a Private Banker to advise families on wealth building and management. You will leverage investments, credit, and banking expertise to serve a high-net-worth client base and help expand the customer footprint within the U.S....SuggestedLocal area
$245k - $275k
...Litigation Associate Attorney (Financial Services Litigation) - Irvine, California Position Overview Our client, a nationally recognized... ...strike Discovery motions Motions for summary judgment Manage and lead e-discovery efforts and fact development initiatives....Suggested$23 - $28 per hour
...At U.S. Bank were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...discover what you excel atall from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to...SuggestedTemporary workPart timeLocal area- ...serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance...
$26 - $32.5 per hour
Job Description: At Bank of America, we are guided by... ...clients to build and deepen relationships by uncovering financial... ...for banking solutions Manages risk in every business,... ...Transparency details US - CA - Newport Beach - 4101 Macarthur Blvd - IRVINE INDUSTRIAL BC (CA6167)...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$20 - $25.77 per hour
...job and more exclusive features. At U.S. Bank, we’re on a journey to do our best. Helping... ...from Day One. Job Description Client Relationship Consultants build relationships with customers... ...Client Consultant jobs in Laguna Hills, CA . Related Opportunities Client...Temporary workPart timeLocal area$24 - $30 per hour
...JR103800 About the Role: Relationship Bankers build meaningful,... ...collaborating with internal Bank partners. Relationship bankers... ...internal partners such as Treasury Management services. Performs... ...Katella Avenue Suite 100 Orange CA 92867 Our Benefits: We are...Full timeLocal areaWeekend work- ...Paraplanner | Cooper McManus Wealth Management Irvine, CA | Full-Time | On-Site Cooper McManus is an established, flourishing wealth management firm managing over $2.5B in assets for high-net worth individuals, families, and clients navigating complex...Full time
$127.63k - $237.01k
...WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra- high-... ...advice to these clients including banking, credit, asset management, trust and estate... ...Bank. May partner with another CA and manage a risk adjusted revenue book...Remote work- ...hands‑on skills in strategic planning and analysis, and financial management, but most importantly, will take an active role in the finance... ...other characteristic protected by law." Employment Information Full time Permanent Onsite in Irvine, CA #J-18808-Ljbffr...Permanent employmentFull timeFlexible hours
$19 - $23 per hour
Start your banking career with a team that invests in your success. We are seeking a customer-focused Relationship Banker I to provide exceptional service, process... ...preference. Branch Locations Irvine Branch: 15323 Culver Dr, Irvine, CA 92604 Irvine Northwood Branch:...Hourly payWork at office$50k - $150k
...Compensation Package: Commission pay Ability to Commute: Irvine, CA Work Location: Hybrid in Irvine, CA This position is not... ...equivalent in work experience. Excellent communication and relationship-building skills. CA Life/Health License (Preferred)...Full timeContract workWork experience placementFlexible hours$85k - $300k
...people you care about through your work. The best Agents and Managers in our company will tell you there’s nothing else like it if... ..., Corona Del Mar, Santa Ana, Huntington Beach, Seal Beach, Tustin, Irvine, Orange, Financial Advisor, Financial Professional, Licensed...Fixed term contract$27.02 - $39.18 per hour
...information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans,... ...and licensing will be required) ~ Participation in the CA DMV pull program may be required depending on assignment...$23 - $25 per hour
...Job Description Job Description Build Relationships. Build Futures. Build Your Career. Mandarin Fluency Preferred At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we’ve helped our members reach life...Hourly payWeekday work$100k - $115k
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with... ...yearly voting for Best Bank and Best Commercial Bank from the readers of San Diego Union... ...Banker in Huntington Beach CA .The Relationship Banker will support...Full timeWork experience placementWork at officeLocal areaFlexible hours$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeInternshipLocal areaFlexible hours$20 - $21 per hour
...process. Universal Banker I Full Time Irvine Branch, Irvine, CA, US 3 days ago Requisition ID: 1101 Salary... ...fast-paced environment while offering Bank products and services. POSITION... ...Handle additional duties assigned by management Fully compliant with all Bank policies...Hourly payFull time$50k - $100k
...identify financial solutions and preferred banking channels while recommending tailored... ...appointments, and building new relationships within the community. Addresses questions... ...policies and processes. Applies the risk management framework to the portfolio to protect...Contract workPart timeLocal areaImmediate startDay shift- ...quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a...Hourly payMinimum wageWork experience placementWork at officeImmediate start
- ...Irvine, California Walnut Creek, California San Diego... ...offering a unique brand of relationship banking and fostering a culture where... ...you'll join a Top 12 program managing over $2.8 billion in client... ...of branches, business/commercial clients, or function as a "...Full timeLocal areaImmediate start
- ...TX Indianapolis, IN Los Angeles, CA Naples, FL Nashville, TN Orange... ...serves its client base; through biblical relationships, challenging them in key areas to facilitate... ...Trust's approach to client counsel. Manages an affluent client base by interpreting...Work at officeLocal areaNight shift
$160k - $250k
...institution that is expanding its Private Banking team throughout the Western United... ...customized banking, lending, and wealth management solutions backed by a collaborative team... ...who excels in building and maintaining relationships with clients and referral sources. The...$100k
...directly with clients to cultivate and foster relationships within Capital Group. You will have the... ...planning expertise, and investment management. Our support structure is ideally... ...local law. Summary Location: Los Angeles; Irvine Type: Full time...Full timeTemporary workLocal areaFlexible hours$189.71k - $274.78k
...days) to receive an alert: Director, Risk Management and Compliance Company: Kia America, Inc. Location: Irvine, CA, US, 92606 At Kia, we’re creating award-... ...disputes, including overseeing and managing relationships and costs with outside counsel handling employment...Work at office- ...strong foundation to build lasting relationships and grow your practice. Your relationship... ...training through Wealth Management University, a four-week virtual experience... ...Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk...
- Cathay Bank in Fountain Valley, CA is hiring a Relationship Banker I to deliver exceptional service, process transactions, open accounts, and tailor financial solutions for customers. This role focuses on building lasting relationships and supports branch operations. The...
- ...deliver tailored financial solutions and strong service. You will engage customers, assess needs, and guide them through everyday banking, retail investments, lending, and home financing, including business-for-self applications, while promoting digital channels for easy...
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