Average salary: $58,683 /yearly
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- ...Join to apply for the Citi Private Bank - Private Banker - Orange County, CA role at Citi 1 day ago Be among the first 25 applicants Join to apply for the Citi Private Bank - Private Banker - Orange County, CA role at Citi Get AI-powered advice on this job...SuggestedFull time
Citi
Costa Mesa, CA4 days ago - ...Application Deadline: 08/01/2025 Address: 6881 Warner Ave. Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers...SuggestedContract workPart timeLocal area
- ...prospects, networking for referrals, and coordinating client events. # Help profile, qualify, and convert prospects into Citi Private Bank clients. # Organize client/prospect meetings, including pre-call planning, note-taking, and maintaining call records. # Assist...SuggestedFull time
Lensa
Costa Mesa, CA11 days ago - ...Google Continue with Google Continue with Google Continue with Google Continue with Google Balboa Capital, a division of Ameris Bank, is a technology-driven business lender that uses innovative online tools and technology to change the way small businesses secure...SuggestedFull timeWork experience placementRemote workFlexible hours
Balboa Capital
Costa Mesa, CA11 days ago - ...Application Deadline: 08/01/2025 Address: 3931 S. Bristol St. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial...SuggestedContract workPart timeLocal areaImmediate startDay shift
BMO Financial
Santa Ana, CA17 hours ago - ...including management of cash, investments, and debt program. Essential Functions include but are not limited to: Maintain key banking and lending relationships. Monitor liquidity and operating cash reserves and manage cash and short-term investments. Working...SuggestedFull timeTemporary workWork experience placement
Hoag
Costa Mesa, CA16 days ago - ...clients/prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call...SuggestedFull time
- ...Our diverse client base represents a wide range of industries, including technology, telecom, insurance, healthcare, manufacturing, banking & financial services, food & commodities trading and federal organizations. Our teams of experienced recruiters directly work with...SuggestedContract workWork experience placementWork at officeLocal area
- ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift
- ...County Central Market - Bilingual Spanish Santa Ana, California;Santa Ana, California; Santa Ana, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...customer satisfaction. Economics and Accounting Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data. English Language Knowledge of the structure and content of the English...SuggestedWork at office
Pacific College
Costa Mesa, CA12 days ago - ...Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by being a trusted resource for customers. Responsibilities include conducting marketing activities to uncover customer needs...SuggestedHourly payFull timePart timeWork at officeSaturdayMonday to Friday
- ...Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include...SuggestedFull timePart timeLocal areaSaturday
- ...Description Balboa Capital, a division of Ameris Bank, is a technology-driven business lender that uses innovative online tools and technology to change the way small businesses secure financing, and we are looking for talented, motivated individuals to join our team....SuggestedFull timeWork experience placementRemote workFlexible hours
Ameris Bank
Costa Mesa, CA16 days ago - ...this role, you'll provide a diverse range of strategic business advisory services, helping business owners increase cash flow, secure bank loans, ensure sustained profitability, and prepare their businesses for future sale. Explore our extensive offerings at and ....SuggestedFull timeLocal areaRemote work
B2B CFO Partners, LLC
Costa Mesa, CA16 days ago - ...issues and respond to customer inquiries promptly and effectively. Is knowledgeable about the clients accounts and business with the bank and uses sound judgment with customers and transactions Energetically greet and interact with clients on the bank floor to...Hourly payFull timePart timeFlexible hours
- ...and operational risks. Ensure compliance with all financial, tax, and regulatory requirements. Manage relationships with investors, banks, and financial institutions. Evaluate and support funding strategies, mergers / acquisitions, and capital raising efforts. Oversee investment...
- ...Application Deadline:08/01/2025 Address:12976 Main St. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial soluti Relationship Banker...
- ...great place to work, for all. For more information, please visit What We Do First American Trust product teams create innovative banking solutions for the real estate industry. We are looking for an energetic, self-motivated individual who is excited to work through...Full timeLocal area
First American Financial Corp.
Santa Ana, CA1 day ago - ...issuance and posts issuance compliance of bonded debt Conducts cost/benefit analyses Oversees and directs the reconciliation of City bank accounts to the general ledger Coordinates the annual City-wide indirect cost allocation plan Prepares or directs the...Full timeSummer workImmediate start
City of Huntington Beach
Huntington Beach, CA1 day ago
