Investment banking Jobs in Simi Valley, CA
Last updated: 1 day ago
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: 3 days ago
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: 2 days ago
Pennymac is (NYSE : PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.At Pennymac, our people a...Show moreLast updated: 11 days ago
AQ Technology Partners is a software-focused investment bank headquartered in Silicon Valley.We are seeking a Director to join our investment banking team focusing on M&A, growth equity, and strate...Show moreLast updated: 1 day ago
The Investment Director will primarily focus on assisting in the portfolio management and oversight of the private equity program, including manager sourcing, manager selection, diligence, and over...Show moreLast updated: 1 day ago
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: 2 days ago
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
RELATIONSHIP MANAGER BUSINESS BANKING II.Oxnard Branch or Westlake Village Branch.WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business ...Show moreLast updated: 12 days ago
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
The MCS Manufacturing Associate in Cell Banking will support the Cell Banking Group contributing to the dynamic GMP-regulated production environment.
The ideal candidate will have a Bachelor’s degre...Show moreLast updated: 1 day ago
CalPERS is the nation’s largest public pension fund with investments in both domestic and international markets.The Investment Office (INVO) is responsible for investment and daily management of Ca...Show moreLast updated: 30+ days ago
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
You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients.
Come join a firm that is a stable industry l...Show moreLast updated: 30+ days ago
Investment Specialist Assistant.Step into a dynamic and diversified experience as an assistant investment specialist in our Financial Planning Practice.
This role provides investment opportunities t...Show moreLast updated: 30+ days ago
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
You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
You will specifically be responsible for the in...Show moreLast updated: 30+ days ago
- Promoted
Business Banking Officer
First Bankcalifornia, CA, United StatesFull-time
- Promoted
SENIOR BANKING WIRE OPERATIONS REPRESENTATIVE
First American Financial CorporationCA, United States$22.80–$30.38 hourly
Full-time
- Promoted
FVP, Capital Markets Valuations and Investment Analysis
PennymacWestlake Village, CA, US$110,000.00–$170,000.00 yearly
Full-time
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
- Promoted
INVESTMENT BANKING DIRECTOR
AQ Technology PartnersCA, United StatesFull-time
- Promoted
INVESTMENT DIRECTOR - ALTERNATIVES / PRIVATE EQUITY
Kaiser PermanenteCA, United States$197,900.00–$256,080.00 yearly
Full-time
- Promoted
DIRECTOR, INVESTMENT COUNSELOR - CITI PRIVATE BANK
Citigroup, Inc.CA, United States$200,000.00–$300,000.00 yearly
Full-time
Senior Small Business Banking Consultant
New York Community BankWork From Home CA, California, United States of America$140,049.00 yearly
Full-time
Relationship Manager Business Banking II
City National BankWestlake Village, CA, US$78,970.00–$126,140.00 yearly
Full-time
Investment Real Estate – Acquisition Agent (Licensed)
New WesternOrange County, CA$160,000.00 yearly
MCS Manufacturing Associate-Cell Banking
BioPharma Consulting JAD GroupThousand Oaks, CA, USFull-time
Quick Apply
INVESTMENT MANAGER, PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Public Employees Retirement SystemSacramento County, US$15,250.00–$25,416.67 yearly
Investment Director
Australian Trade and Investment CommissionCA$135,000.00 yearly
Investment Consultant -Thousand Oaks, CA
Fidelity InvestmentsThousand Oaks, CA, US$56,000.00–$82,000.00 yearly
Investment Specialist
Ameriprise Financial - CaliforniaCalabasas, CA, US$31.00–$41.00 hourly
Merchant Services Advisor Small Business Banking
PNC Alliance LLCCA , Home$50,000.00 yearly
Full-time
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
Regulatory GAAP and Statutory Investment Reporting Analyst
Lincoln Financial GroupWestlake Village, CA (California)$67,000.00–$120,700.00 yearly
Business Banking Officer
First Bankcalifornia, CA, United States3 days ago
Job type
- Full-time
Job descriptionBachelor'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
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?
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.