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Investment banking associate Jobs in San Bernardino, CA

Last updated: 12 hours ago
  • Promoted
Business Banking Officer

Business Banking Officer

First Bankcalifornia, CA, United States
Full-time
A Business Banking Officer is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on clien...Show moreLast updated: 1 day ago
Investment Analyst

Investment Analyst

San Manuel CasinoHighland, California, US
Full-time
JOB DESCRIPTION • •Please note : This role will be based in our Irvine, CA office.Under the administrative and technical direction of the Director Investment Strategies, the Investment Analyst perfor...Show moreLast updated: 30+ days ago
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SENIOR TAX ACCOUNTANT - INVESTMENT FIRM

SENIOR TAX ACCOUNTANT - INVESTMENT FIRM

RandstadCA, United States
$110,000.00–$130,000.00 yearly
Permanent
Tatum by Randstad is presently conducting a search for a Senior Tax Accountant for a well-established, rapidly growing, fast-paced Investment Firm based in Irvine. The role will have opportunity to ...Show moreLast updated: 7 days ago
Banking Operations Manager

Banking Operations Manager

jobbotRiverside, CA
$100,000.00–$130,000.00 yearly
Our client is a forward-thinking financial institution dedicated to providing exceptional banking services to both businesses and consumers. Our commitment to innovation, compliance, and customer sa...Show moreLast updated: 5 days ago
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SENIOR BANKING WIRE OPERATIONS REPRESENTATIVE

SENIOR BANKING WIRE OPERATIONS REPRESENTATIVE

First American Financial CorporationCA, United States
$22.80–$30.38 hourly
Full-time
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust...Show moreLast updated: 1 day ago
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Banking Entry Level Jobs - Hiring Immediately

Banking Entry Level Jobs - Hiring Immediately

MyJobResourceRiverside, CA, United States
Full-time +1
We are currently looking for individuals to fulfill Part-Time and Full-Time Banking Entry Level Jobs - Hiring Immediately positions. No experience is required to apply for the position.Training is p...Show moreLast updated: 6 days ago
Senior Pre-sales Technical Consultant : Core Banking

Senior Pre-sales Technical Consultant : Core Banking

TemenosCA
BusinessSolutions Group (BSG) at Temenos is integral part of our business.We championand offer the best suite of banking software as a service solutions, products,and services, acting as trusted ad...Show moreLast updated: 30+ days ago
Banking Operations Manager

Banking Operations Manager

JobotRiverside, CA, United States
$100,000.00–$130,000.00 yearly
Full-time
Lead and Optimize Branch Operations.This Jobot Job is hosted by : Emily Klopfenstein.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary : $100,000 - $13...Show moreLast updated: 5 days ago
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DIRECTOR, INVESTMENT COUNSELOR - CITI PRIVATE BANK

DIRECTOR, INVESTMENT COUNSELOR - CITI PRIVATE BANK

Citigroup, Inc.CA, United States
$200,000.00–$300,000.00 yearly
Full-time
The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.Recognized subject matt...Show moreLast updated: 12 hours ago
Lead Banking Specialist II

Lead Banking Specialist II

Citizens Business BankRedlands, CA, US
$23.93–$32.31 hourly
Full-time
Exact compensation may vary based on skills, experience and / or education, and location.This position is also eligible for an annual bonus. Assist with operations and service-related responsibilities...Show moreLast updated: 30+ days ago
Office - Industrial Investment Sales Agent

Office - Industrial Investment Sales Agent

M and M Commercial Real EstateRiverside, CA, US
$60,000.00–$160,000.00 yearly
Marcus & Millichap’s Ontario office is seeking a driven, entrepreneurial, and capable sales professional to join our Office & Industrial Investment Sales team. This is a unique opportunity to become...Show moreLast updated: 30+ days ago
Senior Small Business Banking Consultant

Senior Small Business Banking Consultant

New York Community BankWork From Home CA, California, United States of America
$140,049.00 yearly
Full-time
A Senior Small Business Banking Consultant is responsible for meeting the needs of Small Business clients that are domiciled in the Consumer Bank. This involves both a reactive and proactive team ap...Show moreLast updated: 30+ days ago
  • Promoted
Banking Operations Manager

Banking Operations Manager

Apex Systemsriverside, CA, United States
$100,000.00–$115,000.00 yearly
Full-time
Onsite in Riverside CA OR Encinitas CA.Under the direction of the Director of Operations Administration, the Manager, Banking Operations, will oversee all Branches, Branch Operations and Deposit sy...Show moreLast updated: 1 day ago
Investment Real Estate – Acquisition Agent (Licensed)

Investment Real Estate – Acquisition Agent (Licensed)

New WesternOrange County, CA
$160,000.00 yearly
Are you a motivated professional with 2+ years in residential real estate? Can you spot potential in homes needing a little TLC? Are you familiar with or eager to learn ARV, BRRRR, and Wholesaling?...Show moreLast updated: 30+ days ago
ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM

ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM

Public Employees Retirement SystemSacramento County, US
In addition to completing your online job application, the hiring manager is requesting that you complete a Statement of Qualifications (SOQ) for review. Please see the Special Requirements section ...Show moreLast updated: 30+ days ago
Investment Director

Investment Director

Australian Trade and Investment CommissionCA
$135,000.00 yearly
Classification : Austrade Overseas Performance Level B (AOPL B).Location : San Francisco, CA, USA.Austrade in The Americas accelerates the growth of exporters, attracts productive foreign investors, ...Show moreLast updated: 30+ days ago
Merchant Services Advisor Small Business Banking

Merchant Services Advisor Small Business Banking

PNC Alliance LLCCA , Home
$50,000.00 yearly
Full-time
Markets credit card systems and support services for business customers.Attracts and retains client relationships to meet sales objectives. Develops and maintains relationships with clients.Identifi...Show moreLast updated: 30+ days ago
BANKING AND FINANCE (BUSINESS)

BANKING AND FINANCE (BUSINESS)

Santa Rosa Junior CollegeSonoma County, CA
Santa Rosa Junior College is currently accepting applications to establish a pool for part-time associate faculty assignments. Associate assignments are temporary, part-time or on-call.This job post...Show moreLast updated: 30+ days ago
Business Banking Officer

Business Banking Officer

First Bankcalifornia, CA, United States
1 day ago
Job type
  • Full-time
Job description

Position Details

Business Banking Officer

A Business Banking Officer is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of credit relationships including, but not limited to, lines of loans up to $1 million, Commercial Real Estate loans to $2 million and all government loan programs.

What You Will Be Doing

  • Direct calling on prospective new clients to generate loans, deposits, fees and alternative bank products and services for the retail branch network. Expected to meet or exceed annual production goals
  • Direct calling on top 40% of existing clients of assigned branches, in coordination with Branch Managers, with focus on relationship retention and new opportunities for loans, deposits, fees and alternative bank products and services for the retail branch network
  • Developing and implementing a marketing plan to increase loan referrals from outside referral sources and assigned retail branches
  • Providing on-the-job training of branch sales staff to augment core training offered by Corporate Training on all business products and services to increase internal referrals
  • Meeting with customers to discuss business needs, recommend ways in which the Bank can serve their needs and obtain complete application packages for submission to respective loan centers for processing
  • Completing basic analysis of business financial information to match bank products accordingly
  • Providing monthly and quarterly Sales Reports to management to measure sales performance to required sales objectives
  • Assisting assigned Branch Managers with servicing the branch portfolio of business credits including control of delinquencies and proactive maturing loan management

What Do You Need for this Position?

  • Bachelor's degree (B. A.) in a business-related field from four-year college or university preferred
  • Minimum of 3-5 years sales experience and / or training, preferably in a banking environment; or equivalent combination of education and experience
  • Able to review, understand, and evaluate both Corporate and Individual Tax Returns; required
  • Experience and proficiency in successful sales management to include planning, goal setting, tracking, reporting and selling
  • Knowledge of SBA regulations preferred
  • Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire
  • Multi-lingual, a real plus
  • U.S. Military Veterans are encouraged to apply
  • About Us

    Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.