City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelor's degree and minimum 3 years lending and credit experience; commercial credit knowledge, sales and relationship management, strong communication and analytical skills.
Sunbit: Financial technology platform for point-of-sale consumer financing.
5+ YOE5+ years in partnerships/program management or related roles; executive presence; program and project management expertise; strong communication and cross-functional collaboration.
1000heads: Social media agency providing strategic digital marketing and analytics.
3+ YOEBachelor's degree and 3–4 years of account handling or influencer management experience, agency experience, influencer landscape knowledge, communication, organizational, and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Farmer MacNYSE: AGM: Provides secondary market liquidity for agricultural and rural loans.
5+ YOEMinimum five years lending or credit experience in leveraged, commercial, corporate, infrastructure or project finance; strong credit and financial analysis, underwriting, and relationship management skills.
CTBC BankTaiwan Stock Exchange: 2891: Commercial bank providing financial services for individuals and businesses.
7+ YOEBachelor's degree preferred; 7+ years product sales and relationship management in banking; Life and Health Insurance licenses; multilingual with English and Chinese preferred.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's degree or equivalent experience, 5–7 years of relevant experience, and expertise in corporate trust, account management, trust operations, project management, and regulations.
Emerging Middle Market Relationship Manager, Director
Sherman Oaks, California, United States
$122k-$228k/yrOnsiteFull Time
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOE10+ years in relationship, account, or portfolio management in corporate banking preferred; bachelor's degree required. Requires expertise in deal structuring, portfolio management, credit risk, negotiation, compliance, and client relationships.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Cathay BankNASDAQ: CATY: Provides commercial and consumer financial services and banking solutions.
10+ YOEU.S. college graduate with 10+ years commercial lending experience, underwriting and loan negotiation skills, knowledge of credit policy and risk management, strong communication and mentoring abilities.
Seattle or Portland or San Francisco or Los Angeles or Washington or Oregon or California or United States
$215k-$355k/yrHybridFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
10+ YOE10+ years of mid-corporate relationship management experience; food and agribusiness experience preferred; FINRA Series 63 and 79 required or obtainable within 180 days; must meet regulatory screening requirements.
Ascent Developer Solutions: Private mortgage lender providing construction and bridge financing to developers.
5+ YOE5+ years in construction/bridge lending, strong client relationship and sales experience, bachelor's preferred, ability to obtain California real estate license preferred, advanced Excel/PowerPoint/CRM skills.
East West BankNASDAQ: EWBC: Provides commercial and consumer banking services across US and Asia.
10+ YOE10+ years treasury and payments sales/relationship experience, bachelor’s degree typically required, CTP preferred, advanced treasury knowledge, strong sales and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
SkyOne Federal Credit Union: Member-owned financial institution providing banking and lending services.
3+ YOERequires 3–5 years in business banking, business development, or relationship-based sales, with field prospecting, consultative sales, presentation, negotiation, communication, and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
FINRA Series 7 and 66 or 63 and 65 licenses, life and health insurance licenses or sponsorship, wealth planning and financial sales experience, regulatory knowledge, and strong communication and relationship-building skills.
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain sponsorship. Requires wealth planning, financial sales, regulatory, and client relationship expertise.
GenpactNYSE: G: Provides business process management and digital transformation services.
Experience in relationship management with CPG sales organizations, commercial modeling, data strategy, stakeholder collaboration, issue resolution, and promotion of services. ITIL certification and strong English required.
Automation Technology, Customer Relationship Management (CRM), DevOps, SAP
San Francisco or Los Angeles or California or Oregon or Washington or Alaska
$125k/yrFieldFull Time
DoubleLine Capital: Investment management firm specializing in fixed-income and diverse assets.
5+ YOEBachelor's preferred (marketing/finance), 5+ years in investment management with 3+ years as an external wholesaler, Series 7 and 63, existing territory relationships, proven mutual fund/ETF sales success, ability to work independently and travel frequently.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOERequires 1+ year of business banking relationship management or lending experience, business credit knowledge, strong communication and relationship-building skills, risk judgment, and proficiency with Microsoft Office tools.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint