Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and multi-product banking solutions. Responsibilities include building a book of business, recommending deposits, lending, investments, and credit products, coordinating referrals across internal teams, promoting digital banking, supporting branch colleagues, and maintaining strong risk, compliance, and documentation standards. The role requires active or timely completion of FINRA and state insurance licensing, SAFE registration, and most-Saturday availability.

Build and manage consumer and business customer relationships in a branch setting. Conduct discovery conversations, recommend tailored deposit, lending, credit, and investment solutions, acquire and retain customers, coordinate referrals across banking teams, promote digital banking, resolve service requests, and maintain accurate documentation and regulatory compliance. The role requires obtaining and maintaining FINRA, insurance, and SAFE-related licenses.

Build and manage relationships with affluent consumer and business customers, acquire new clients, and provide tailored guidance across deposits, lending, investments, credit, and banking products. Conduct discovery conversations, manage a book of business, coordinate referrals with Wealth, Home Lending, and Business Banking, promote digital banking adoption, support branch colleagues, and maintain strong documentation, compliance, and risk controls.

Manage and grow relationships with affluent consumer and business customers. Acquire new clients, deepen existing relationships, and provide tailored guidance across deposits, lending, investments, home lending, and business banking. Conduct discovery conversations, manage a book of business, make referrals, support digital adoption, coach branch colleagues, and ensure accurate documentation and regulatory compliance. The role requires active or timely completion of FINRA and insurance licenses, SAFE registration, and enhanced financial and background screening.

Manages a multifamily affordable-housing commercial real estate loan portfolio, underwriting new opportunities, reviewing modifications, analyzing properties and sponsors, and recommending credit decisions. Presents transactions to credit committees, collaborates with bankers and counsel, oversees loan closings and construction draws, conducts portfolio reviews and site visits, maintains market expertise, develops client relationships, and supervises analysts.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and a defined book of business. Recommends integrated deposit, lending, investment, credit, and banking solutions; coordinates referrals with Wealth, Home Lending, and Business Banking; supports digital adoption; coaches branch colleagues; and maintains strong documentation, compliance, risk oversight, and customer service.

Supports Financial Advisors by servicing client accounts, handling account inquiries, preparing forms, scheduling appointments, and facilitating client requests. Maintains regulatory records, tracks referrals, supports marketing campaigns, and coordinates paperwork with management. Provides direct client service while meeting FINRA, state licensing, compliance, background screening, and ongoing regulatory requirements.

Build customer relationships in a branch setting by identifying financial needs, recommending banking products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, proactive outreach, cash handling, digital banking guidance, compliance, risk awareness, and collaboration with branch specialists. Saturday availability and SAFE registration are required.

Build customer relationships in a Wells Fargo branch by understanding financial needs, recommending banking products and digital tools, opening accounts, processing service requests and credit applications, handling cash transactions, making referrals, and maintaining regulatory compliance. The role combines customer service, relationship growth, outreach, digital guidance, and collaboration with branch specialists. Saturday availability and SAFE registration are required.

Manage and grow relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Own a book of business across deposits, lending, investments, and credit; coordinate referrals with Wealth, Home Lending, and Business Banking; promote digital banking; support branch colleagues; and maintain strong documentation, regulatory compliance, and risk controls.