Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manages and deepens a portfolio of large business clients through deposit acquisition, cash management, credit, treasury, and personalized banking solutions. Builds strong client and referral relationships, provides financial advice, identifies growth opportunities, partners with internal specialists, and supports business credit transactions. Ensures client retention, portfolio profitability, regulatory compliance, and sound risk management while delivering a high-touch banking experience.

Manages and deepens a portfolio of large business clients through deposit acquisition, cash management, credit solutions, retention, and referrals. Provides customized financial advice, supports business bankers on credit deals, coordinates treasury and personal banking solutions, and builds long-term relationships through client calls and networking. Monitors portfolio profitability, risk, regulatory compliance, and client needs while partnering with internal specialists to deliver banking products and services.

Manage a portfolio of ~80-100 established business clients (> $5M revenue), driving deposit acquisition, cash management, and credit opportunities up to ~$15M. Deliver customized banking solutions, deepen relationships, generate referrals, coordinate with branch and product specialists, onboard treasury products, and ensure strong risk management and regulatory compliance.

Manage and deepen a portfolio of 80–100 large business clients, providing deposit, cash management, credit, treasury, and personalized financial solutions. Build strong client relationships, acquire deposits, retain and grow accounts, generate referrals, support credit opportunities, and coordinate with branch, wealth management, private banking, and product specialists. Identify client needs, deliver customized advice, ensure seamless onboarding, and follow risk management and regulatory requirements.

Supports Financial Advisors and ultra-high-net-worth clients through onboarding, account maintenance, investment transactions, portfolio reviews, money transfers, and tailored wealth management solutions. Acts as a liaison among clients, advisors, compliance, branch management, and internal teams while ensuring regulatory adherence and high-quality service. Participates in firm initiatives, meetings, and technology-enabled advisory offerings.

Build and manage relationships with civic, policy, advocacy, and community stakeholders across Southern California and the broader West Region. Develop cross-functional engagement strategies supporting policy, business, and community priorities; represent the firm at external events; organize executive forums; activate thought leadership; manage strategic grants; and conduct analysis for planning and investment decisions.

Manage and grow a portfolio of not-for-profit business banking clients by providing customized financial solutions, overseeing credit opportunities up to $40 million, prospecting for new relationships, and ensuring regulatory and risk compliance. Build internal and external networks, identify client needs, develop business strategies, and deliver proactive advice while maintaining portfolio profitability and strong client experiences.

Sell and grow payments business within the Regulated Gaming segment by developing new and existing client relationships, driving cross-sell opportunities, coordinating with internal product, legal, risk and implementation teams, managing RFP/RFI and proposal processes, and ensuring compliance and AML/KYC risk management.

Manages a portfolio of 100–130 small-business clients, acquiring and retaining relationships while providing customized deposit, cash management, lending, credit, and financial solutions. Conducts client and prospect meetings, identifies business and personal financial needs, coordinates referrals to specialists, and pursues new business opportunities. Balances client needs with portfolio profitability and risk, follows regulatory requirements, supports branches, and maintains strong relationships through disciplined follow-up.

Provides executive administrative support for the Consumer Retail team by managing complex calendars, calls, meetings, travel, events, invoices, expenses, onboarding, documents, communications, spreadsheets, and presentations. Requires discretion, strong organization, communication skills, proficiency in Microsoft Office, and the ability to manage competing priorities while supporting senior management.