Manage a commercial servicing team to deliver high-quality service across assigned market verticals; hire, train, coach and evaluate staff; partner with business units (deposit operations, treasury, product) to ensure consistent processes; implement process improvements; ensure BSA/OFAC compliance and complete required AML/BSA training.
Job Summary & ResponsibilitiesResponsibilities include but are not limited to:
Other Responsibilities:
- Manage efforts for the Corporate and Middle Market Commercial Servicing team to provide elite service.
- Partner and collaborate with the leaders within the assigned market vertical (Commercial Real Estate, Corporate -Industries, Healthcare, International - Tech, etc.) to ensure consistent communication and elite service is being maintained.
- Train and manage a team of qualified specialists and team leaders to support the assigned market vertical. Conduct hiring, coaching, development and performance evaluations for staff.
- Establish and maintain working relationships with key business partners in deposit operations, customer care, treasury solutions, product team, and other commercial departments.
- Review tasks and implement process improvements and efficiencies. Ensure the team is kept informed of all updated processes and procedures.
Other Responsibilities:
- Complies with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
- Performs other duties as deemed necessary by management.
Required Skills:
- Extensive knowledge of all bank products, services, policies and procedures.
- Self-starter with the ability to work in a fast-paced environment.
- Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.
- High degree of detail orientation.
- Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
- Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
- Must be able to multi-task effectively and prioritize workflow.
- Knowledge of Commercial and Corporate Deposit Account Types.
- Knowledge of Treasury Management products, services, core and business online banking platforms.
Required Experience:
- High School diploma or GED with 5+ years banking experience
- Bachelor's degree or experience working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.
Similar Jobs
2 Days Ago
Artificial Intelligence • Cloud • Information Technology • Internet of Things • Software
Manage client accounting engagements involving post-acquisition integration, purchase price accounting, opening balance sheet adjustments, and working capital true-ups. Provide technical accounting guidance on revenue, leases, inventory, and equity transactions while reviewing financial statements. Lead accounting software implementations, data migrations, process improvements, reporting design, and internal controls. Serve as the primary client contact, manage projects, review staff work, mentor junior team members, and deliver strategic accounting support.
Top Skills:
Asc 606Bill.ComNetSuiteQuickbooks OnlineRampSage IntacctU.S. GaapXero
Consulting • Financial Services
Oversee tax planning, compliance, and complex return reviews for ultra-high-net-worth individuals and families. Lead teams, maintain client relationships, provide tax consulting, supervise and develop staff, support business development and recruitment, and stay current on tax laws and accounting standards. Expertise in hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities is required. Occasional local travel to client locations may be needed.
Top Skills:
Cch AxcessGosystems
Artificial Intelligence • Big Data • Healthtech • Mobile • Wearables • Analytics
Serve as primary client contact for clinical research projects; lead internal teams to deliver projects on time and budget; onboard and train clients; identify growth opportunities; support contracting, pricing and budgets; generate performance reports; resolve operational issues and drive continuous improvement to grow accounts and ensure excellent client service.
Top Skills:
CRMGoogle SuiteProject Management Tools
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
