More than 130 years ago, we started with core values that never go out of style listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. With more than $16 billion in assets and over 150 locations throughout Washington, Oregon, Idaho,

The Senior Relationship Manager (RM) position is an integral component of the Brea region, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services. PRINCIPAL DUTIES & RESPONSIBILITIES Achieve targeted goa

Assign workers responsibility for investigating and verifying financial status and reputation of prospective customers applying for credit, prepare documents to substantiate findings, and recommend rejection or approval of applications. Establish credit limits for customer accounts and handle special credit arrangements and deviations from standard terms of payment. Assig

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net worth individuals, their families, family offices, C Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

When you join our Tax Advisory practice, you will be part of a team working hand in hand with our clients to help themnavigate the dynamic challenges associated with rapidly evolvingtaxpolicy. You will tackle a variety of complex projects related to tax advisory, business transactions, and strategy. As a Manager, you will lead the delivery of client engagements, serving a

Job Title Structured Credit Services CLO Specialist Corporate Title AVP Location Santa Ana, CA or New York, NY (ALL ROLES TO BE CONSIDERED) Overview The Structured Credit Services CLO Specialist is the primary point of contact for the clients. You must have a deep understanding of bank loans, Collateralized Loan Obligations (CLOs) and other complex fixed income structures

VP Commercial Lending & Business Services (Full Time Hybrid) Location US CA Valencia (HQ) ID 2024 1058 Category Business Lending Position Type Full Time Remote No Overview The VP Commercial Lending and Business Services manages Commercial Lending Department and associated portfolio. Reviews commercial real estate (CRE) loans, SBA loans, product guidelines, and department

Branch Manager Santa Monica Job details Posted 16 April 2024 Location Santa Monica, CA Job type Permanent Reference 917318 Job description Job Summary Dexian is seeking a Branch Manager for an opportunity with a client located in Santa Monica, CA. Responsibilities Hire stellar talent, delivering impeccable customer care while nurturing their career aspirations and alignin

The Senior Accounting Manager is a service minded professional and part of the Finance Department who is responsible for supporting and supervising various aspects of accounting functions at The People Concern. This position will serve as the manager of the AP/AR Manager, and will assist in monitoring, preparing and or performing general ledger entries, month end close ac

Ability to handle and maintain confidential information As part of our ongoing commitment to be #AlwaysBetter for our people, clients and communities, we have created a culture of belonging that champions your individuality as both a person and a professional. From our competitive compensation, top benefits and award winning professional development programs to industry l

1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Los Angeles. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of t

and Scope of Responsibility Responsible for the growth and profitability of the banking center. Direct and manage a branch services team to ensure exceptional client satisfaction and retention, compliance with all applicable operational policies and procedures, and performance alignment with assigned targets and objectives. Essential Functions With or without reasonable ac

Business Development Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources Effective grow long term profitable "lead left" relationships Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospectiv

Responsible for revenue generation derived through targeted business development activities with existing clients and new prospect opportunities. Develop and manage relationships with new and existing, large, complex commercial relationships, which may include a portion of time spent on specialty industry verticals specifically agreed upon. Responsible for actively market