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Commercial banker Jobs in Orange, CA

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Commercial banker • orange ca

Last updated: 6 hours ago

Private Banker

City National BankIrvine, CA, US
$127,626.00 yearly
Full-time

WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market.Provide integrated financial serv... Show more

Commercial Locksmith

A & D Lock And Key IncOrange, CA, US
$30.00 hourly
Full-time

Independent Contractor Locksmith – Commercial/Retail.A&D Lock and Key  is looking for an experienced locksmith contractor for commercial and retail service calls.Must have own tools & trans... Show more

Managing Director, Private Banker, Orange County

CitigroupCosta Mesa, CA, United States
$250,000.00 yearly
Full-time

Private Banker Func Group Manager.The Private Banker Func Group Manager manages a team of senior professionals.The job requires a broad and comprehensive understanding of the field.Is a true though... Show more

Entry Level Real Estate Agent - Coldwell Banker

Coldwell BankerAnaheim, CA, US
$100,000.00 yearly
Full-time
Quick Apply

Searching for Real Estate Agents in Anaheim, California – New or Experienced!.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Anaheim, Cal... Show more

Associate Banker

BmoTustin, CA, United States
$41,714.00 yearly
Part-time

Part-Time Retail Banking Sales & Service Representative.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial so... Show more

Personal Banker

TradeJobsWorkForce92711 Santa Ana, CA, US
Full-time

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payme... Show more

 • Promoted

Personal Banker Harbor Blvd

Wells FargoCosta Mesa, CA, United States
Full-time

Associate Personal Banker (SAFE).Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.Learn more abo... Show more

Relationship Banker - Orange County Central Market

Bank of AmericaAnaheim, CA, United States
$25.00 hourly
Full-time

Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving... Show more

Portfolio Banker

JobotFullerton, CA, US
$130,000.00 yearly
Full-time

Portfolio Banker needed for well-established California bank that has been in operation for over 100 years This Jobot Job is hosted by: Joseph Calabrese Are you a fit? Easy Apply now by clicking th... Show more

 • New!

Personal Banker - Irvine -Mandarin Fluency Preferred

Orange County's Credit UnionIrvine, CA, United States
$23.00 hourly
Full-time

At Orange County's Federal Credit Union (OCFCU), banking is personalalways has been.For more than 85 years, we've helped our members reach life's milestones by building real relationships, not push... Show more

Portfolio Banker

Farmers and Merchants Bank of Long BeachFullerton, CA, United States
Full-time

The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and credit needs of prospective and existing Commercial Real Estat... Show more

Senior Business Banker

Sunwest BankIrvine, CA, United States
$25.00 hourly
Full-time

Job Title: Senior Business Banker Reports to: Business Banking Market Manager Status: Exempt Non-Exempt.Business Banker delivers an exceptional client experience by managing transactions accurately... Show more

Commercial Underwriter

Professional AlternativesIrvine, CA
Permanent

Job Title: Commercial Underwriter.Our GSE Underwriting Department is at the forefront of pre-screening and underwriting all Fannie Mae and Freddie Mac loans.As a Commercial Underwriter, you will pl... Show more

Commercial Producer

GpacIrvine, California, United States
Full-time

We are seeking a driven and relationship-focused Commercial Insurance Producer to join a growing insurance organization.This role is responsible for generating new commercial business opportunities... Show more

Commercial Loan Coordinator - Commercial Real Estate

JPMorgan ChaseIrvine, CA, United States
Full-time

Join a team where your attention to detail and communication skills will make a real impact.As a Loan Coordinator, you'll help shape the future of commercial real estate lending.Grow your career in... Show more

Commercial Property Accountant

The REMM GroupSanta Ana, CA, United States
Full-time

The REMM Group, one of Orange County's fastest-growing property management firms, is seeking an experienced Commercial Accountant to join our team.The ideal candidate must have experience with comm... Show more

Commercial Title Officer

95-2295073 First American Title Company1 First American Way, Santa Ana, CA 92707
$30.91 hourly
Remote
Full-time

Join a team that puts its People First! First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances... Show more

Commercial Surety Underwriter

IAT Insurance GroupAnaheim, CA, United States
$55,200.00 yearly
Full-time

IAT Insurance Group is seeking a highly skilled Commercial Surety Underwriter to join our team in Anaheim, California.For the ideal candidate, we are open to remote work from Washington or Oregon, ... Show more

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Private Banker

Private Banker

City National BankIrvine, CA, US
30+ days ago
Salary
$127,626.00 yearly
Job type
  • Full-time
Job description
PRIVATE BANKER

WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.

WHAT WILL YOU DO?
  • Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners.
  • Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services.
  • Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings.
  • Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider.
  • Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team is coordinated on communication.
  • Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
  • Ensure that relationship plans have been developed and are implemented.
  • Work with the Client Manager and rest of client team to ensure preparation of all presentation and review materials.
  • Ensure that client's current goals, risk tolerance, and constraints are reflected in the IPS for managed investments.
  • Ensure that regular, tailored investment and relationships reviews occur between client team and client.
  • For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO.
  • Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities).
  • Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship.
  • Maintain all appropriate training and continuing

WHAT DO YOU NEED TO SUCCEED? Required Qualifications*
  • Bachelor's Degree or equivalent
  • Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services.
  • Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients.
  • Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act.
Additional Qualifications
  • Strong understanding of all products and services applicable to high net worth clients.
  • Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
  • Demonstrated sales and marketing abilities.
  • Strong interpersonal, verbal, and written communication skills
  • Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
  • Contributes positive suggestions and demonstrates productive collaboration with Line of Business and product partners that lead to ongoing growth and development of PB and City National Bank.
  • May partner with another CA and manage a risk adjusted revenue book of up to $2million.
  • Usually possesses a BA or MBA and typically has 8 years of financial services experience.
  • May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.
  • FINRA Series 7 and 63, and 65 or 66 securities licenses and state insurance license preferred.

WHAT'S IN IT FOR YOU? Compensation Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.