The Orange Catholic Foundation: Catholic nonprofit foundation serving Orange County by raising and stewarding funds for parishes, schools, ministries, and priests.
5+ YOEPracticing Catholic with a bachelor's degree and 5+ years in relationship management, fundraising, nonprofit work, event planning, sales, or related fields; strong communication and project management skills required.
Microsoft Office, Microsoft Outlook, Raiser's Edge
Servbank: Private U.S. bank serving homeowners, businesses, communities, and lenders through mortgage subservicing and specialty banking.
5+ YOEMinimum 5 years cash management/relationship management experience, proven new business development and selling skills, deep knowledge of treasury products, strong communication, time management, and problem-solving; CTP and bachelor’s degree preferred.
Columbia BankNASDAQ: COLB: Regional financial institution providing banking and wealth management services.
10+ YOE10+ years middle market lending experience, proven business development and relationship management, expert credit and underwriting skills, Microsoft Office proficiency, strong communication and presentation abilities.
Senior Relationship Manager, Income Property Group
Newport Beach, California, United States
$116k-$216k/yrOnsiteFull Time
KeyBank National Association: National Association is a wholly owned U.S. regional bank serving individuals, businesses, and institutional clients.
7+ YOE7+ years real estate finance experience, bachelor’s degree or equivalent preferred, strong credit and risk management, product knowledge, client relationship and team leadership skills.
Oaktree: Private global investment manager serving institutions and individuals through alternative credit, equity, and real-estate investments.
7+ YOE7+ years in treasury, corporate/transaction banking or cash management; experience with global banking relationships, reporting/analytics initiatives, and banking product knowledge; bachelor's degree required.
Treasury Management Systems (TMS), banking portals, financial reporting tools
Sunbit: Private financial technology providing point-of-sale financing and credit cards for everyday services.
5+ YOE5+ years in partnerships/program management or related roles; executive presence; program and project management expertise; strong communication and cross-functional collaboration.
10+ YOE10+ years commercial lending relationship experience, undergraduate degree in business/finance or related, expert credit and underwriting skills, strong negotiation and communication, Microsoft Office proficiency.
Business Relationship Manager Senior Deepening - Vice President
Whittier or Brea
$114k-$176k/yrFieldFull Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
5+ YOERequires 5+ years in business banking relationship management or related lending, knowledge of deposits, cash management, credit underwriting, and risk management; strong communication and organizational skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Federal Agricultural Mortgage CorporationNYSE: AGM: Government-sponsored secondary-market enterprise providing liquidity to U.S. financial institutions serving agriculture and rural infrastructure.
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.
American Plus Bank: Independent CDFI community bank serving individuals and businesses in California’s San Gabriel Valley and Los Angeles County.
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.
Northern TrustNasdaq: NTRS: Global provider of wealth, asset, and banking services.
12+ YOE12–15 years experience in relationship management or trust/estate law, college degree or equivalent experience required; JD preferred. Extensive fiduciary, investment, tax, legal and client advisory knowledge; strong communication and leadership skills.
Tri Counties BankNASDAQ: TCBK: California's Local Bank
10+ YOE10+ years industry experience, advanced commercial credit analysis and loan structuring skills, proven track record in commercial banking growth, strong verbal/written communication and interpersonal skills, high school diploma required, bachelor’s preferred.
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
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.
4+ YOERequires 4+ years of banking experience; desired experience includes client portfolio management, business-to-business sales, financial services, relationship building, and Microsoft Office skills. A BS/BA is preferred.
Emerging Middle Market Relationship Manager, Director
Sherman Oaks, California, United States
$122k-$228k/yrOnsiteFull Time
BMOTSX: BMO: Diversified North American financial services provider.
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 Digital, LLC: Professional services firm providing assurance, tax, and advisory services.
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: Commercial bank providing financial services to individuals and businesses.
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.
BOK Financial CorporationNASDAQ: BOKF: Diversified regional financial services holding based in Oklahoma.
8+ YOEBachelor's degree and 8–10 years of commercial lending experience, or 14–16 years of equivalent experience; requires relationship management, credit, financial analysis, loan structuring, and risk mitigation expertise.
Ascent Developer Solutions: Private lending and institutional debt platform providing secured real-estate loans to homebuilders, multifamily developers, and investors.
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.