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Top Tech Jobs & Startup Jobs in Los Angeles, CA
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Builds a book of business across deposits, lending, investments, and credit; partners with Wealth, Home Lending, and Business Banking teams; promotes digital banking; supports branch colleagues; and maintains strong documentation, risk controls, and regulatory compliance.
Fintech • Financial Services
Build customer relationships, assess financial needs, recommend banking products and digital tools, support account openings and credit applications, process cash transactions, conduct outreach, and make referrals. The role requires accurate, compliant service, sound risk judgment, collaboration with branch teammates, and flexibility between teller and personal banking activities, including Saturdays.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business banking customers. Acquires new clients, conducts needs-based discovery, recommends integrated deposit, lending, credit, investment, and banking solutions, and manages a book of business. Partners with Wealth, Home Lending, and Business Banking teams, supports digital adoption, coaches branch colleagues, and maintains strong documentation, risk controls, and regulatory compliance.
Top Skills:
Finra Series 6Finra Series 63Safe RegistrationSecurities Industry Essentials (Sie)State Insurance License
Fintech • Financial Services
Build customer relationships through in-branch interactions and proactive outreach; identify financial needs, recommend banking products and digital tools, support account openings and credit applications, process cash transactions, maintain compliance, and refer customers to specialists. The role balances customer service, branch growth, risk controls, and operational accuracy while requiring Saturday availability.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business banking customers. Conducts discovery-based financial conversations, recommends deposit, lending, investment, and credit solutions, manages a book of business, acquires new customers, and coordinates referrals across Wealth, Home Lending, and Business Banking. Promotes digital banking adoption, supports branch colleagues, and maintains strong risk, compliance, documentation, and regulatory controls while meeting licensing and customer service requirements.
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Fintech • Financial Services
Manages relationships with affluent consumer and business customers, acquiring and deepening accounts through proactive outreach, discovery-based financial guidance, and tailored banking, credit, lending, and investment solutions. Owns a book of business, coordinates referrals with Wealth, Home Lending, and Business Banking, promotes digital adoption, supports branch colleagues, and maintains strong documentation, regulatory compliance, and risk controls. Requires licensing and SAFE registration.
Fintech • Financial Services
Build customer relationships, assess financial needs, recommend banking products and digital tools, open accounts, process service requests and credit applications, handle cash and teller transactions, conduct outreach, make referrals, and maintain compliant branch operations. The role requires accurate service, sound judgment, risk awareness, collaboration, and flexibility to work Saturdays while supporting both customer banking and cash-handling activities.
Fintech • Financial Services
Build customer relationships in a bank branch by identifying financial needs, recommending products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, sales growth, cash handling, digital banking support, regulatory compliance, risk awareness, and collaboration with branch teammates. Saturday availability and SAFE registration are required.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and coordinated solutions across deposits, lending, investments, and banking services. Owns a book of business, supports digital adoption, collaborates with internal partners, coaches colleagues, and maintains strong risk, documentation, compliance, and regulatory standards. Requires financial licensing, SAFE registration, and availability for most Saturdays.
Top Skills:
Cfpb RequirementsFinra Series 6Finra Series 63Finra Series 65Safe RegistrationSecurities Industry Essentials (Sie)State Insurance License(S)
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Develops deposits, lending, investment, and credit opportunities; maintains a book of business; coordinates referrals with Wealth, Home Lending, and Business Banking; promotes digital banking; supports branch colleagues; and ensures regulatory compliance, documentation, risk oversight, and customer service excellence.
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