18 relationship banker jobs found

Description: Who We Are : FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family!...

Description: Who We Are :  FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family!...

Description: TrustBank is seeking a highly motivated Credit Analyst to join our growing team. The ideal candidate will possess a strong understanding of credit analysis principles, a high level of attention to detail, and a solid track record of providing sound recommendations.    Job Description   Job Title:   Credit Analyst  Department:   Risk Management  Reports To:  AVP, Senior Credit Risk Manager  FLSA Status:  Exempt   Type of Position:   Full-Time     Job Summary  The Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural (ideally, an emphasis on ag loan underwriting), and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths,...

Description: Join TrustBank where you can be a part of a dynamic wealth management team.  We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture.  You will play a vital role in helping us exceed our client’s expectations and be a part of Growing Prosperity Together. JOB TITLE:                     WEALTH ADVISOR DEPARTMENT:              WEALTH MANAGEMENT  REPORTS TO:               CHIEF WEALTH STRATEGIST FLSA STATUS:              EXEMPT TYPE OF POSITION:     FULL-TIME JOB SUMMARY Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with other client service team members to integrate client service delivery. Engage with the professional advisor community to advance TrustBank brand and...

Civista Bank Description: Position Purpose: The Commercial Lender is responsible for managing and growing a diverse portfolio of commercial loans. They are responsible for knowing all aspects of loans including C&I, CRE, Construction, Lines of Credit, Letters of Credit and other complex loans. Responsibilities include building and maintaining strong relationships, identifying new business opportunities, and driving commercial loan business, revenue and deposit growth. Description of Duties, Responsibilities and Expectations: Commercial Lending Develop and manage a commercial loan portfolio. Interview customers to determine loan requirements and gather necessary information for loan applications. Analyze financial statements and other relevant data to recommend the best lending solutions based on customer needs and financial capabilities. Evaluate creditworthiness and present well-structured lending proposals Offer tailored financial solutions to meet...

Civista Bank Description: Position Purpose: The Commercial Lender is responsible for managing and growing a diverse portfolio of commercial loans. They are responsible for knowing all aspects of loans including C&I, CRE, Construction, Lines of Credit, Letters of Credit and other complex loans. Responsibilities include building and maintaining strong relationships, identifying new business opportunities, and driving commercial loan business, revenue and deposit growth. Description of Duties, Responsibilities and Expectations: Commercial Lending Develop and manage a commercial loan portfolio. Interview customers to determine loan requirements and gather necessary information for loan applications. Analyze financial statements and other relevant data to recommend the best lending solutions based on customer needs and financial capabilities. Evaluate creditworthiness and present well-structured lending proposals Offer tailored financial solutions to meet...

Description: CREDIT ANALYST - SPECIALTY LENDING We are looking for someone to join as a credit analyst supporting our specialty warehouse and equipment finance lending teams. Are you looking to join a supportive team that can provide you a long-term runway for your career in banking? Then, this position is right for you! POSITION SUMMARY: Provides credit analysis for the warehouse lending and equipment finance teams, coordination of credit reviews, and ongoing monitoring of the warehouse and equipment finance portfolios. The desired candidate will use independent judgement and discretion to investigate credit requests and manage credit risk within the portfolio. THIS ROLE IS ACCOUNTABLE FOR: Analyzing financial data of clients/prospects Preparing loan reviews/presentation on clients/prospects Assisting in the sales process Credit risk monitoring support Accountability/Responsibilities Analyzing financial data of clients/prospects - 30% Attend and...

Financial Advisor NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments, pre/post retirement planning, asset allocations strategies, and account management. Enhances and expands the overall penetration and participation levels of the current investment program and ensures on-going quality service to existing member/clients. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties as assigned. Remains cognizant of and adheres to Credit Union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Identifies potential clients using advertising campaigns, mailing lists, referral sources, and personal contacts. Solicits business from prospects by pro-actively communicating available services. Profiles clients to determine current investment...

Financial Advisor NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments, pre/post retirement planning, asset allocations strategies, and account management. Enhances and expands the overall penetration and participation levels of the current investment program and ensures on-going quality service to existing member/clients. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties as assigned. Remains cognizant of and adheres to Credit Union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Identifies potential clients using advertising campaigns, mailing lists, referral sources, and personal contacts. Solicits business from prospects by pro-actively communicating available services. Profiles clients to determine current investment...

Finance Manager Increase investment pace by facilitating decisions through finance workflow automation. Hi, were Prismic and were designing the future of the web. We believe in autonomous websites and deeply personalized digital journeys . Our mission is to empower marketers and developers to create empathic web experiences at scale and with soul .Were pioneering an entirely new category: the Automation Platform for Websites . Its what comes after the CMS. Imagine a site that knows your brand by heart and grows itself, continuously optimizing layout and interactionswhile staying beautifully on-brand. Used by Builders at Bershka, AXA, Deliveroo, TicketMaster Over 5,000 companies trust Prismic, including 300+ enterprise teams who build and scale with us. Were product-obsessed, community-powered, and backed by top-tier investors.We work with thrilling problems like encoding brand voice and visual identity into adaptive systems, designing agentic AI architectures...

Who We Are Superior Customer Service At First Service Bank, service is our middle name. We strive to exceed our customers’ expectations by creating a remarkable customer experience daily. Our associates are relationship-builders who work to understand our customers’ needs. Join Our Team and Earn a $1,500 New Hire Sign-On Bonus! First Service Bank - Proudly recognized as one of Arkansas' Best Places to Work for six consecutive years (2020-2025) POSITION: CREDIT ANALYST LOCATION: CORPORATE First Service Bank , honored as one of  Arkansas’ Best Places to Work  for six consecutive years (2020–2025), is now seeking a Credit Analyst who thrives on financial analysis and risk assessment. This role will help First Service Bank make sound lending decisions that support our customers and our mission. If you’re within 30 miles of a First Service Banking location (or willing to relocate), we want to hear from you! The Credit Analyst is...

Financial Controller A BIT ABOUT FLOCK At Flock we do insurance very differently. We're nearing 1 billion connected, insured miles. Meaning our real-time, data-driven approach enables us to price connected vehicle insurance and assess risk better than ever before, giving fleet owners the insights they need to improve safety. We dont just pay claims; we help our customers prevent them. We now insure hundreds of fleets in the UK, including the likes of Amazon, DPD, Uber and Bolt. We've now raised over 50M and our goal is to become the leading insurance company for connected and autonomous vehicles, and we're building a world-class team to help us get there. THE ROLE We are looking for an ambitious, high-achieving hands-on Financial Controller to take ownership of our core accounting and financial control processes, and to drive improvements across the finance function. Reporting directly into the VP of Finance, this is a career-defining opportunity to play a pivotal role in...

Syndication Portfolio Manager (Remote WA, OR, ID & CA) More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Syndication Portfolio Manager, you will be responsible...

Syndication Portfolio Manager (Remote WA, OR, ID & CA) More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Syndication Portfolio Manager, you will be responsible...

Syndication Portfolio Manager (Remote WA, OR, ID & CA) More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Syndication Portfolio Manager, you will be responsible...

Syndication Portfolio Manager (Remote WA, OR, ID & CA) More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Syndication Portfolio Manager, you will be responsible...

Overview: UCI Health is the clinical enterprise of the University of California, Irvine, and the only academic health system based in Orange County. UCI Health is comprised of its main campus, UCI Medical Center , a 459-bed, acute care hospital in in Orange, Calif., four hospitals and affiliated physicians of the UCI Health Community Network in Orange and Los Angeles counties and ambulatory care centers across the region. Listed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center , high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center , gold level 1 geriatric emergency department and regional burn center . UCI Health serves a region of nearly 4 million people in Orange County, western Riverside County and...

What You'll Do: The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact between financial professionals, product partners, and custodians.   Here are a few examples of the kinds of things you’ll do: Provide training to financial professionals for new business protocols and technology fundamentals. Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with broker dealer. Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations. Implement and manage systems to track multiple time sensitive...