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Associate, Venture Banking
Stifel - San Francisco, CA
An Associate will be integrally involved in all facets of Stifel's Venture Banking Team's operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an Associate's desire to learn about sector and economic trends impacting the technology companies we work alongside. In jo...
Manager - Business Banking Regional
City National Bank - Los Angeles, CA
MANAGER - BUSINESS BANKING REGIONAL WHAT IS THE OPPORTUNITY? Responsibility for developing and executing strategies to promote a dynamic sales culture, revenue growth, and optimization of overall profitability of business banking within their assigned geography. The Regional Manager may work directly with Business Banking Relationship Managers (BBRM's) in their assigned region,...
Vice President, Venture Banking
Stifel - San Francisco, CA
In joining Stifel's Venture Banking Team, a Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A VP should feel confident in leveraging the resources spanning Stifel's banking & broader corporate platform to both lead debt processes and deliver a curated banking experience to entrepreneurs and their businesses. This dynamic r...
Assistant Vice President, Fund Banking
Stifel - San Francisco, CA
The Assistant Vice President, Fund Banking plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific fo...
Banking Operations Administrator
Kelly Services - Edmonton, AB, Canada
JOB TITLE: Banking Operations Administrator SELLING POINTS OF POSITION: Long-term career opportunity with one of Canada's top financial institutions Supportive, team-based environment focused on professional development Exposure to operational process improvements and banking operations BEST VS AVERAGE CANDIDATE:<...
Corporate Banking Associate
First Commonwealth Bank - Pittsburgh, PA
The Corporate Banking Associate is responsible for, portfolio administration and relationship management of client relationships in the assigned Corporate Banking segment. Responsibilities include, but are not limited to managing and administering a portfolio of client relationships, preparing and reviewing analysis packages, preparing and presenting modification requests, Criticized A...
Manager Commercial Banking
City National Bank - San Jose, CA
MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and C...
Manager Commercial Banking
City National Bank - Walnut Creek, CA
MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and C...
Manager Commercial Banking
City National Bank - SF, CA
MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and C...
Banking Operations Associate
Kelly Services - Dieppe, NB, Canada
Job Opportunity: Banking Operations Associate Why Join Us? Are you looking to grow your career in banking operations while working with a collaborative and high-performing team? As an Operations Officer II , you'll join a group of professionals focused on delivering accurate, high-quality financial services within a fast-paced and d...
Private Banking Officer I
City National Bank - Beverly Hills, CA
PRIVATE BANKING OFFICER I WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selling opportunities by assessing deposit portfolio and client needs. Works directly with clients in ...
Business Banking RM I
First Commonwealth Bank - Harrisburg, PA
A Business Banking Relationship Manager I cultivates new business from potential and existing small-mid-sized business clients by providing financial advice, managing relationships, and recommending banking products to help clients achieve their financial goals. They serve as the primary point of contact, helping clients navigate a range of financial products and services to meet their...
Director/Managing Director, Fund Banking (Fund Finance)
Stifel - New York, NY
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds. The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in...
Relationship Associate Business Banking
City National Bank - Los Angeles, CA
RELATIONSHIP ASSOCIATE BUSINESS BANKING Los Angeles, CA WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives, while ensuring CNB credi...
Fund Banking Sales Assistant
Valley Bank - New York, NY
Responsibilities include but are not limited to: Partner with RMs to ensure seamless client onboarding and provide admin support, manage client materials, inquiries, and completing KYC activities. support the RM with KYC activities in both Deposit/Treasury and Loan/Credit activities Coordinate with middle office in ops for deposits & treasury client onboarding execution and servicing.<...
