Relationship banker jobs in Los Angeles, California - Page 3Create job alerts

The position of Relationship Banker reports to the Branch Manager. You will develop new and existing business and consumer banking relationships by actively sourcing new business from prospective clients and by contacting existing clients to retain and expand banking relationships, to meet or exceed

Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Typically has a minimum three to four years of job-related, retail banking experience or a combina

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, comple

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Retail Banking, Financial Services, or other related industries wit

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining mea

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attend

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Our mission is to create engaged, lifelong relationships and put ou

Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each person is unique in their pote

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Client Relationship Consultant. Strong client relationships are base

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Client Relationship Consultant. Strong client relationships are base

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Client Relationship Consultant. Strong client relationships are base

Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Preferred Skills/Experience- Proven ability to build and foster relationships with clients through proactive outreach and follow

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Bank will consider qualified applicants with arrest or conviction records for employment. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). Strong client relationships are based on trust, assessing and atten

Job DescriptionDescription: Job Title: Personal Banker III – Fulltime - Granada Hills Overview: We are seeking a dynamic Personal Banker III, who is an experienced branch banking advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • This role requires a strong ability to professionally and effectively communicate with prospective and current members in a broad range of situations, to establish, develop and retain deep financial relationships to help meet and exceed member and credit union goals., • The Personal Banker III must be flexible and willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals., • Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations., • Balances daily transactions and verify that cash totals are correct., • Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required., • Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements: What We Are Looking For: • High School degree or equivalent, • A minimum of two (2) years of branch banking experience, • Track record of outstanding member service in a relationship focused sales environment., • Demonstrated track record of success meeting and/or exceeding established sales and lending goals., • Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team, capable in a relationship-focused sales environment. The base pay range for this position is: $23.83 -$29.79 per hour plus incentives (guaranteed $500 per month for the first three months) Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match Equal Opportunity Employer – Veteran / Disabled Drug-free workplace

Job Description Job Summary Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. General expectations of handling new accounts responsibilities 75% of the time and teller responsibilities 25% of the time. Essential Job Functions • Perform all aspects of new account opening procedures for all bank products/services., • Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution., • Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes., • Maintain confidentiality of customer information as well as Bank proprietary information., • Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are met., • Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention., • Maintain open communication with other departments of the bank and make referrals as appropriate (e.g. Lending Officers, Relationship Managers, Branch Managers, etc.)., • Proactively support branch new business promotions., • Perform deposit, withdrawal and other teller transactions., • Reconcile and balance teller cash drawer. Secondary Job Functions • Process outgoing wires., • Essential functions of Safe Deposit box (e.g. entry, opening, maintenance)., • Assist customers with problem resolution., • Assist in ATM balancing., • Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports., • Maintain knowledge of regulatory compliance with thorough understanding of all aspects of BSA, including but not limited to AML, USA Patriot Act and Customer Identification Program., • All other duties as assigned. Qualifications/Requirements • High school diploma or equivalent., • 2-3 years of experience as a Universal Banker or equivalent. Minimum of 12 months of new accounts or relevant banking experience is preferred., • At least 2-3 years of cash handling, customer service, or sales experience., • Ability to exchange non-routine information using tact and persuasion as appropriate., • Strong verbal and written communication skills. Preferred Skills/Experience • Post-secondary certificate or degree in Accounting, Finance or Business, preferred., • Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems, • Proven customer service and interpersonal skills, • Effective selling and referral skills, • Strong mathematical, problem-solving, and negotiation skills

Job DescriptionThis Position is responsible for major accounting and financial reporting operations of the Agency. Essential Duties and Responsibilities 2. Responsible for monthly invoice preparation to major funders., 4. Responsible for posting monthly revenue of major funders., 8. Maintain depreciation and fixed assets schedules., 13. Maintain relationship with our banker., 14. Process monthly bank reconciliations., 15. Uphold Core Beliefs of SMRS., 16. Uphold all Agency policies and procedures., 17. Assist in ensuring an alcohol and other drug free environment., 19. Excellent verbal and writing skills; ability to read and write English fluently., 21. Proficient in Excel, Word and other Microsoft Office software.Document Control, Document Scanning, Scanning, Scanning Documents, Compiling Documents, Month End Close, Month-end Close Activities, Month-end Financial, Month-end Journal Entries, Monthly Account Reconciliation, Monthly Accruals, Government Grants, Grant Accounting, Grant Management, Monthly Journal Entries, Prepare Journal Entries, Budget Management, Budgeting - Forecasting, Manage Budgets, Annual Audited Financial Statements, Financial Statement, Financial Statement Preparation, QuickBooks Pro, QuickBooks, Annual External Audit, Audit - Financial, Audit Schedules, Bank Reconciliations, Monthly Bank Reconciliation

Job Description Job Summary The C&I Relationship Manager is responsible for originating, managing, and growing a portfolio of Commercial & Industrial (C&I) clients by providing tailored financing, deposit, and treasury solutions. This role focuses on businesses with operating lines of credit, equipment financing, working capital needs, and other C&I-related lending structures backed by real estate collateral. In addition to technical lending expertise, this officer must serve as a true advisor to business owners. The Relationship Manager must possess strong business acumen, patience, innovative thinking, and the ability to deeply understand a client’s operations and financial needs. The ideal candidate is not a "cookie cutter" banker, but a thoughtful, solutions-oriented advisor who can creatively utilize the bank’s products and confidently propose appropriate loan structures to Credit Administration. The C&I Relationship Manager will build strong, long-term client relationships, assess creditworthiness, and partner closely with internal teams to deliver comprehensive banking solutions. Essential Job Functions • Proactively develop and manage a portfolio of C&I clients, including manufacturers, distributors, professional services firms, and other operating businesses., • Originate and structure credit facilities such as working capital lines, term loans, equipment financing, and accounts receivable financing based on client needs and cash flow., • Generate new business opportunities by identifying prospects, conducting outreach, and leveraging existing relationships within the local business community., • Work with treasury managers to develop deposit relationships, cash management opportunities, and cross-sell the bank’s full suite of business banking products (e.g., treasury services, merchant services, business cards)., • Maintain accurate records of client interactions, pipeline activity, and portfolio performance., • Keep up to date with market trends, industry regulations, and competitor offerings to ensure GBC’s solutions remain competitive and relevant., • Act as a trusted advisor to clients by demonstrating patience, thoughtful listening, and the ability to understand core business operations and challenges., • Apply innovative thinking to identify customized financial solutions using the bank’s product suite., • Confidently propose well-structured loan requests to Credit Administration, supported by sound credit rationale and a strong understanding of borrower needs. Supervisory Responsibility This position has no supervisory responsibilities but may serve as a lead staff member of staff unit. Knowledge: • Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data., • Knowledge of business and management principles., • Knowledge of principles and processes for providing customer and personal services. The ability to: • Communicate information and ideas clearly so others can understand., • Apply general rules to specific problems to produce sound answers., • Listen effectively and understand information and ideas presented verbally., • Advise clients with patience, insight, and strong business understanding. Qualifications/Requirements • Bachelor Degree/Master’s Degree or equivalent., • Actively strive to increase customers' deposit business within the bank., • Demonstrated sales experience, negotiation skills, business development, portfolio management skills, accounting and/or financial acumen. Consecutive Absence Requirements Employees with Officer Titles of Vice President and above are required to be absent from their regular work duties a minimum of two (2) consecutive weeks (i.e. fourteen (14) consecutive calendar days) each calendar year. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: • Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence., • Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes., • Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities., • Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance., • Identify opportunities for making banking easier for customers through education and demonstration of available digital options., • Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share., • Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.Required Qualifications:, • 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 2+ years of leadership experienceDesired Qualifications:, • Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance., • Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management., • Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives., • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment., • Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders., • Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience., • Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.Job Expectations:, • Ability to work a schedule that includes Saturdays., • Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship.Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.50 - $67.31 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: • Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence., • Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes., • Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities., • Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance., • Identify opportunities for making banking easier for customers through education and demonstration of available digital options., • Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share., • Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.Required Qualifications:, • 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 2+ years of leadership experienceDesired Qualifications:, • Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance., • Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management., • Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives., • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment., • Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders., • Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience., • Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.Job Expectations:, • Ability to work a schedule that includes Saturdays., • Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship., • Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. Locations: • 6465 Almaden Expwy., San Jose, CA 95120, • 2528 Berryessa Rd., San Jose, CA 95132, • 191 Branham Lane, San Jose, CA 95136, • 360 N. Capitol Ave., San Jose, CA 95133, • 2170 Tully Rd., San Jose, CA 95122, • 130 Blossom Hill Road, San Jose, CA 95123, • 3331 San Felipe Road, San Jose, CA 95135, • 17590 Monterey St., Morgan Hill, CA 95037, • 1006 Blossom Hill Rd., San Jose, CA 95123, • 1715 Landess Ave., Milpitas, CA 95035, • 6990 Santa Teresa Blvd., San Jose, CA 95119, • 488 San Felipe Road, San Jose, CA 95135, • 1720 Story Rd., San Jose, CA 95122Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.50 - $67.31 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Job Description Job Summary The Special Assets Officer works closely with Special Assets Manager, Credit Administration and Branch lending staff identifying loans that have deteriorated to the point that warrants a downgrade to Criticized or Classified status. This position helps develop and implement strategies to either rehabilitate these loans back to Pass status or to develop and execute an exit strategy that mitigates loss exposure to the Bank. The Special Assets Officer is responsible for gathering and analyzing credit information, conducting extensive in-depth financial and industry analysis, and performing due diligence to evaluate risk and return parameters of financing transactions. Essential Duties • Oversee and manage the Criticized and Classified loans from assigned portfolio., • Manage assigned Special Assets Managed loans including but not limited to follow up for financial information and covenant compliance, communication with Borrower along with other Relationship Manager and/or Portfolio Banker duties. Update Special Assets Managed reports, as needed., • Attend weekly Special Assets Committee Meetings and provide pertinent updates to Criticized and Classified loans from assigned portfolio and Special Assets Managed loans., • Review Problem Loan Reports from assigned portfolio., • Prepare Problem Loan Reports for assigned Special Assets Managed loans., • Participate in Credit Administration meetings, Lenders’ Forum meetings, Managers’ Bi-Monthly Meetings, and other required meetings., • Review Problem Loan Reports (PLR) from assigned Branches and assist with updates and corrections of any deficiencies prior to its submission for review and final approval by the special Assets Manager., • Support Special Assets Manager, as requested., • Complete all assigned training., • Interfaces with Relationship Managers and branch lending staff as a Branch resource., • Duties include direct communication with loan borrowers for payment, financial reporting, and financial covenant compliance and monitoring financial trends of borrowers and value of collateral. Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security, and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned. Required Knowledge • Bank Secrecy Act (BSA), • California Civil Code, • Complaint Documentation Policy, • Eviction Laws and Regulations (Federal, State, County, City), • Fair Credit Reporting Act, • Fair Debt Collection Practices Act (FDCPA), • Fair Housing Act (FHA), • Federal Deposit Insurance Act (Federal Deposit Insurance Corporation - FDIC), • Federal Reserve Act, • Flood Disaster Protection Act (FDPA), • Foreclosure Laws and Regulations (Federal, State, County, City), • Regulation AA (Unfair or Deceptive Acts or Practices), • Regulation B (Equal Credit Opportunity), • Regulation BB (Community Reinvestment Act - CRA), • Regulation C (Home Mortgage Disclosure – HMDA), • Regulation CC (Expedited Funds Availability Act), • Regulation DD (Truth in Savings), • Regulation E (Electronic Funds Transfer Act), • Regulation O (Insiders Loans Act), • Regulation P (Privacy of Consumer Financial Information Act), • Regulation U (Governs Margin Securities), • Regulation X (Real Estate Settlement Procedures Act - RESPA), • Regulation Z (Truth in Lending Act - TILA), • Servicemembers Civil Relief Act (SCRA), • Telephone Consumer Protection Act (TCPA), • Uniform Commercial Code (UCC), • US Patriot Act, • Not all inclusive of regulations, laws & statutes required to perform the position. Basic Knowledge, Skills, and Abilities • Clear understanding of the English Language (Spoken & Written), • Microsoft Office Products (Excel, Word, Outlook), • Laserfiche imaging application, • Financial Tools OnTrack application, • Jack Henry & Associates core operating system, • Familiarity with Bank Products & Services and Policies & Procedures (Operations/Lending), • Basic Mathematics Skills, • Customer Service Skills, • Strong typing skills, • Strong time management and organizational skills, • Critical Thinking, Judgment & Problem-Solving Skills, • Ability to actively listen & learn. Equipment Operated • Desk top Computers., • Standard Office Equipment (copiers, scanners, fax machines) Physical Requirements & Work Environment • Requires repetitive movement., • Requires sitting for prolonged periods of time., • Requires lifting 15lb., • Requires using hands to handle, control or feel objects., • Office setting w/controlled temperature Education and Experience • High School Diploma or equivalent required, • 0 – 5 years loan documentation and loan servicing experience As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement every year. This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment. March 4, 2026

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attend

Builds relationships with clients to meet financial needs. Collaborates effectively to get things done, building and nurturing strong relationships.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Retail Banking, Financial Services, or other related industries wit

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Manage assigned clients and proactively meet with them, both in per

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. We build lasting relationships by doing the right thing, exceeding

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Client Relationship Consultant. Strong client relationships are base

Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Our mission is to create engaged, lifelong relationships and put ou

Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As a Relationship Banker, you will play a key role in:. Next

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Client Relationship Consultant 3. Client Relationship Consultant 4.

Relationship Banker, you will play a key role in managing, retaining, and acquiring long-lasting win-win relationships with our customers, actively assessing clients' financial information to recommend, present, and sell additional products and services to meet their needs, leveraging the bank's lat

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effe

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attend

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attend

Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Excellent interpersonal, listening, and communication skills can make personal connections, engage and educate the customer, ask open-ended questions, listen to e

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effe

Client Relationship Consultant - Banker. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Preferred Skills/Experience - Proven ability to build and foster relationships

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Preferred Skills/Experience: Proven ability to build and foster rela

Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS) within 6 months of hire or designation as a Senior Relationship Banker. May obtain (optional) appropriate State(s) Life & Health Insurance License(s), FINRA Series 6 & 63 or Se

Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attend

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attend