53 branch banking jobs found in Newport Beach

Position Title Treasury Management Commercial Client Experience Representative   Location Newport Beach, CA 92660   Job Summary The Client Service Representative is an entry level role responsible for supporting the day-to-day servicing needs of commercial banking clients within the Commercial Client Experience Unit (CCEU), operating under the Treasury Management Sales Engagement organization. This role provides timely, accurate, and efficient operational support to Client Experience Associates, Client Experience Officers, and Relationship Management teams by executing routine servicing requests, processing transactions, and assisting with client inquiries. The Client Service Representative contributes to the delivery of a white-glove client experience by ensuring consistency, responsiveness, and attention to detail across all servicing interactions. Working under moderate supervision, the role supports a wide range of treasury and deposit-related activities, including...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Actuary - Life and Annuity Pricing Modeler to join our Enterprise Modeling Team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If you are not currently located near one of our offices, we offer comprehensive relocation assistance. As...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.   We’re actively seeking a talented Sr Data Analyst to join our team in Newport Beach, CA. Relocation Assistance may be provided. The Sr Data Analyst role is a strong functional and Engineering/technical and analytics-focused role responsible for building and operationalizing scalable data quality and observability framework, data profiling tools and processes,...

WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  We welcome ALL candidates and are proud of our wonderfully diverse employee population.  WE’LL TAKE CARE OF YOU. We care about our...

Job Description: Providing for   loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.   It’s   a big ask, but   it’s   one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because   it’s   the right thing to do. Pacific Life is more than a   job,   it’s   a career with purpose.   It’s   a career where you have the support, balance, and resources to make a positive impact on the future – including your own.     We’re actively seeking a talented Sr. Agile Practitioner to join our Consumer Markets Division (CMD) Portfolio and Program Management Office (PPMO) team in Newport Beach, CA.   As a Sr. Agile Practitioner,   you’ll   move Pacific Life and your career forward by catalyzing teams to...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job; it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We're actively seeking a talented Sr. Business Analyst to join our Advanced Analytics team in Newport Beach, CA.  As a Sr. Business Analytst, you'll serve as the business-facing partner for Advanced Analytics across our Consumer Markets Division. Sitting at the front of the house, you'll uncover business initiatives, pain points, and value drivers across...

Job Description: We're actively seeking a talented Business Analyst to join our Advanced Analytics team in Newport Beach, CA.  As a Business Analyst Consultant - Advanced Analytics, you'll serve as the business-facing partner for Advanced Analytics across our Consumer Markets Division. Sitting at the front of the house, you'll uncover business initiatives, pain points, and value drivers across Finance, Underwriting, Sales, Product, and Fraud — then orchestrate the right analytics solutions by engaging our Analytics Engineering, Data Visualization, and Data Science teams. You'll own each initiative end-to-end against a delivery timeline and continue evolving solutions long after launch. Success in this role depends on close collaboration — uniting business stakeholders, Analytics Engineering, Data Visualization, and Data Science teams around a shared goal and ensuring every team is aligned on priorities, scope, and outcomes.  How you’ll help us move forward:...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. POSITION OVERVIEW: As a Retirement Plan & Wealth Management Advisor you will spend your day focused on servicing and maintaining your block of retirement plan clients.  This will include daily responding to emails or proactively coordinating meetings and being a support to them.  You will be given a block of clients to manage in either a shared capacity with an existing advisor, or in a...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY:    Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Project Portfolio Management Consultant to join our Portfolio and Program Management team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Project Portfolio Management Consultant, you’ll move Pacific Life — and your career — forward by...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: We are currently seeking a Client Engagement Coordinator to join our Wealth & Retirement team.  This position will work with the sales staff and Retirement Plan Advisors and assist with tasks associated with onboarding new clients and accounts.  DUTIES & RESPONSIBILITIES: Assisting with proposal materials, presentations, and scheduling of meetings with prospective...

Job Description: As a Senior Scrum Master, you will be a servant leader, facilitator, and delivery partner for Agile teams responsible for data products and data-enabled capabilities. You will help teams improve delivery predictability, manage complex dependencies, and create clear visibility into priorities, risks, blockers, and outcomes.  This role does not require prior actuarial domain experience. The ideal candidate brings strong Agile delivery discipline, comfort working in complex data or technology environments, and the ability to help cross-functional teams stay focused, aligned, and continuously improving.  How You'll Help Move Us Forward  Facilitate Agile ceremonies, including sprint planning, daily stand-ups, backlog refinement, sprint reviews, and retrospectives.  Partner with Product Owners, Delivery Leads, Architects, Data Engineers, Analysts, and business stakeholders to support successful delivery of data initiatives.  Use Azure DevOps to...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Platform Engineer to join our enterprise technology team. As a Platform Engineer, you’ll move Pacific Life, and your career, forward by supporting enterprise end-user service and digital workplace platforms that improve self-service, reduce avoidable incidents and service requests, and enhance the end-user experience. How you’ll...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Product Analyst to join the Institutional Division in Newport Beach, CA or Omaha, NE or Charlotte, NC. This role is on-site. In this role, you’ll play a key role in Pacific Life’s growth and long-term success by supporting efforts for defined contribution financial products by enhancing and automating product-related...

Position Title Senior Relationship Manager - Commercial Real Estate   Location Newport Beach, CA 92660   Job Summary The Relationship Manager Sr - CRE Specialty manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. This position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBLITIES: • Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves • Review experience reporting for accuracy • Collaborate with consultants and account teams to prepare and deliver client financial presentations • Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions • Manage and oversight of underwriting support team • Renew and market carriers for assigned book of business • Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Grants Program Manager to join our Community Relations and Pacific Life Foundation team in Newport Beach, CA. We are open to considering candidates with a higher level of experience. Final job level and compensation will be determined based on each candidate's qualifications, skills, and relevant experience. How You'll...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re seeking a highly analytical and technically skilled Senior Financial Analyst II to join the Sales Reporting and Analysis team in supporting data-driven decision making across life insurance and annuity products. This role sits at the intersection of finance, data, and business strategy—leveraging modern data platforms to deliver insights that influence...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position can be a hybrid work schedule or fully remote in Southern CA supporting our Newport Beach, CA Trial Division office.   The MTA will be responsible for managing approximately 12 direct reports, including both attorneys and paralegals and will also assist with managing the operational aspects of the Newport Beach office.    This MTA will oversee Commercial and Personal Lines files. Concentrations for the cases this MTA will manage include but may not be limited to: Bodily Injury Commercial; Commercial...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Project Manager to join our Portfolio and Program Management team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Senior Project Manager you’ll move Pacific Life, and your career, forward by leading cross-functional initiatives in a...