86 Bank jobs found

Position Title Branch Banking - Client Consultant II   Location Phelan, CA 92371   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute...

Position Title Branch Banking - Client Consultant I   Location Victorville, CA 92395   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution,...

Position Title Senior Financial Planner (CFP®) - Private Banking Location Palo Alto, CA 94301 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for high-net-worth and ultra-high-net-worth individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Senior Financial Planner leads the delivery of comprehensive, goals-based financial planning to high-net-worth and ultra-high-net-worth individuals and their families. In this role, the Senior Financial Planner will partner with bankers...

Position Title Branch Banking Leader   Location Corona, NY 11368   Job Summary A Branch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence.  In addition, this role has a large focus on coaching to sales, revenue growth, and operational integrity with a focus on successful sales and client experience behaviors while delivering high level of client service.   Job Responsibilities: JOB RESPONSIBILITIES     Business Performance : Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively  seek  and deliver the right client introductions to the right team  member (s) to achieve growth targets and execute successful sales  initiative .   Uses  independent judgement and discretion to make sound financial decisions....

Position Title Branch Banking - Leader   Location Barstow, CA 92311   Job Summary A Branch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence.  In addition, this role has a large focus on coaching to sales, revenue growth, and operational integrity with a focus on successful sales and client experience behaviors while delivering high level of client service.   Job Responsibilities: Business Performance : Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively  seek  and deliver the right client introductions to the right team  member (s) to achieve growth targets and execute successful sales  initiative .   Uses  independent judgement and discretion to make sound financial decisions.    Sales Leadership and...

About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.   Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary As an Accounts Receivable Specialist, you will be responsible for accurate...

Come join our team! This role sits in Galway Family OfficeTM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office empowers professional athletes and entertainers through expert tax and business management services, while fostering financial wellbeing and inclusivity.  We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients manage and streamline all aspects of their financial affairs. Galway Holdings is the parent company of a growing group of financial, consulting, technology, and insurance brands. We operate under the premise of Profit with Purpose, where all can achieve more by working together. Galway Holdings emerged in an era when we saw the connection between business and community begin to fray. Our purpose was simple: to serve others by bringing them together.​ We built an efficient, transverse operation that powers profit, empowers...

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 are actively seeking a talented Public Credit Research Analyst to join our Public Credit Analysis team in Newport Beach, CA. Ideally this candidate will be in Newport Beach but fully remote may also be considered (depending on location). Relocation assistance will be provided. Note: This is a Director level position. Job level may vary based on skills &...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking   a   Staff Accountant   to join our growing team in   San Diego, CA !         The Staff Accountant will   be responsible for   accounting functions for assigned profit center(s) and ensuring those functions are performed   in accordance with   Brown & Brown Accounting Guidelines (BBAG) and Generally Accepted Accounting Principles (GAAP). This position will prepare journal entries, reconciliations, account analyses, and month-end financial reporting while supporting multiple programs and systems. The successful candidate will   demonstrate   accuracy, initiative, adaptability, strong organizational skills, and ownership of assigned responsibilities through completion.     How You Will Contribute:       Prepare and post journal...

Position Title Credit Products Specialist I Location Newport Beach, CA 92660 Job Summary The Credit Products Specialist I supports the underwriting, structuring, and management of commercial credit relationships within an assigned LOB such as, but not limited to, Corporate Banking, Private Banking (including Private Banking Mortgage), Regional Commercial Banking, or Specialized Industries. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to sakes, this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth. Job Responsibilities: Loan Structuring & Underwriting : Assist sales in analyzing financial statements, assessing borrower creditworthiness, and...

Position Title Personal Lines P&C & Life Insurance Specialist Location San Francisco, CA 94104 Job Summary Personal Lines (Property & Casualty) and Life Insurance Specialist for the Insurance Agency within Flagstar Bank serving the clients of the Private Bank and Commercial Bank. Seeking a high performing personal lines/life insurance professional with demonstrated track record who thrives on building relationships and solving complex client challenges. Responsible for developing new business and delivering sophisticated insurance solutions to (U)HNW individuals, families, and C suite clients. This role specializes in personal lines property and casualty insurance while also identifying and advising clients om life insurance needs as part of a comprehensive wealth protection strategy. Working closely with Private Bankers, Wealth Advisors and Commercial Bankers, this candidate serves as a trusted advisor helping clients protect all the things that matter most...

Position Title Credit Products Specialist I - Fund Finance Location Beverly Hills, CA 90212 Job Summary Job Profile Summary The Credit Products Specialist I supports the underwriting, structuring, and management of commercial credit relationships within an assigned LOB such as, but not limited to, Corporate Banking, Private Banking (including Private Banking Mortgage), Regional Commercial Banking, or Specialized Industries. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to sakes, this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth. Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist sales in analyzing...

Position Title Relationship Manager Team Lead-Commercial Real Estate   Location San Francisco, CA 94104   Job Summary The Relationship Manager Team Lead-Commercial Real Estate manages commercial loan relationships of all levels of complexity.  Manages and provides guidance to CRE Relationship Managers in the negotiation and structure of deals. Independently generates and assists team with new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrates a team approach to the relationship.  Facilitates the team’s collaboration with product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists. Provides oversight and guidance in the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages the team’s monitoring of portfolio quality and ensures compliance...

About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.   Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary In this position, you are responsible for providing accounting and clerical...

Job Description Responsible for the full cycle of the Accounts Receivable function, including the processing and posting of payments, reporting and follow-up of outstanding broker premiums, and resolving of customer issues. Maintain an up-to-date Accounts Receivable system with primary focus on cash application. Strong Excel skills, able to filter, create formulas, create V-Look ups a must. Strong MS Suite of products skills Enter, reconcile, and allocate cash receipts, which include wires, ACH, credit cards, and checks. Help prepare checks for deposit by researching invoices to be applied to and coding for proper account to be deposited into. Backup to person that processes check deposits to the bank via a scanner. Daily retrieval of electronic wire transfers from the bank as well as 2 Lockbox accounts. Contact clients on all invoicing issues by phone and/or email; issues could be related to over- or short-pay or scenarios where amounts received don’t match...

Position Title Senior Business Development Officer - Asset Based Finance Location Beverly Hills, CA 90212 Job Summary The Senior Asset Based Finance Business Development Officer originates new asset-based clients. Develops relationships (both internally and externally) that yield new clients in the future. Job Responsibilities: Search and find new ABL opportunities from external sources (direct, intermediary, equity sponsors). Search and find new ABL opportunities from internal sources within the Bank (RM’s, Private Bank, Equipment finance, Sponsor, Healthcare and other specialized industries). Process and lead new business through internal credit approval process and documentation. Build franchise value for the bank by attending conferences and events. Help cross-sell bank products including deposits, banking products and capital markets fees. Uses independent judgement and discretion to make early “first look” credit decisions. Analyzes and...

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...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

UFG is currently hiring an Executive Surety Underwriter who will actively work towards building and maintaining a profitable mix of new and existing surety business by developing and maintaining strong working relationships with the agency force. Demonstrate strong analytical skills to evaluate risks for acceptability within their higher authority and company underwriting parameters. Independently underwrite complex submissions. Review of accounts and bid requests that exceed individual underwriter’s authority levels. Make regular agency visits and calls to assess growth and profitability of agents in their territory including accompanying other underwriters on their visits.  Prospect and appoint new quality agents. Visit current and potential contractor’s place of business to better assess acceptability and quality of the accounts. Help underwriters produce a profitable mix of new and existing business. Assist upper management in the development of underwriters....

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American's Bond Division has been underwriting surety and fidelity bonds for over 90 years. Great American is known for expert underwriting, solid financial strength, market leadership and creative solutions to all bonding needs. With a highly diverse product line, Great...