Zero Impact Solutions: Deploys renewable infrastructure including EV charging, solar, and energy storage.
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOEMinimum 2 years experience, university degree preferred; FINRA Series 7/63/65/66 and resident life & health insurance license required within 120 days; strong client relationship and quantitative skills.
First Bank: A family-owned bank providing financial solutions to businesses and individuals.
High school diploma or equivalent; background/credit check and NMLS registry required; consultative sales and client relationship skills; life license preferred; flexible schedule including possible Saturdays.
Client Relationship Consultant 4 (Banker) - Inglewood, CA
Inglewood, California, United States
$31-$38/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEHigh school diploma, typically 5+ years retail banking experience, ability to build client relationships, sell retail products, and use branch systems; NMLS registration required.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Client Relationship Manager III (Commercial Loan Officer III)
Los Angeles, California, United States
$130k-$150k/yrOnsiteFull Time
United Business BankNASDAQ: BCML: Provides community-focused commercial and personal banking and lending services.
8+ YOERequires 8+ years in financial services, 5+ years in sales and client relationship building, banking and lending expertise, credit analysis, business development, communication, and Microsoft Office proficiency.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
Client Relationship Specialist - Thousand Oaks, CA
Thousand Oaks, California, United States
$27-$39/hrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
1+ YOEAt least one year of client-facing or customer service experience, with strong attention to detail, active listening, communication, organization, adaptability, collaboration, and coachability.
JPMorgan Private Client Relationship Manager – Irvine, CA
Irvine, California, United States
$150k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in Financial Services; proven ability to prospect and grow high-net-worth relationships; licensed or willing to obtain required FINRA licenses; bachelor's degree preferred.
NMLS, SIE, Series 7, Series 66, Series 63, Series 65
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients, manage lobby traffic and cash transactions, educate clients on self-service banking, follow risk and compliance processes, and build client relationships; high school diploma and strong communication required.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients in-branch, educate on self-service tools, process cash transactions, build client relationships, meet financial needs, and work weekends/extended hours as needed.
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
2+ YOEHigh school/GED, 2 years banking or sales experience, lending and loan origination experience, proficiency with digital banking channels, ability to build client relationships and meet sales goals.
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Analyzing depository and credit information, preparing credit authorizations, underwriting loans, sourcing new business, and maintaining client relationships; proficiency with Excel, Word, and Salesforce; knowledge of commercial banking products and legal entity structures.
Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$59k-$155k/yrHybridFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Farmers and Merchants Bank of Long BeachOTCQX: FMBL: Local community bank providing commercial and personal banking services.
5+ YOE5+ years CRE lending experience; knowledge of DSCR/LTV; underwriting support; portfolio management; client relationship development; Orange County and LA CRE knowledge.