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Top Tech Jobs & Startup Jobs in Los Angeles, CA
Fintech • Financial Services
Manages and grows a portfolio of small business banking clients, guiding onboarding, relationship deepening, prospecting, referrals, and financial product recommendations. Provides tailored advice on business accounts, credit, treasury services, and digital tools while maintaining compliance with lending, risk, and regulatory policies. Partners with relationship managers and lending officers on complex client needs and supports a client-centric branch experience.
Top Skills:
NmlsRegulation Z
Fintech • Financial Services
Leads end-to-end servicing for asset-based and syndicated loan portfolios, managing a multi-location team of 6–10 representatives. Oversees loan maintenance, settlements, reconciliations, accruals, fees, accounting controls, agreement compliance, EOD/EOM deliverables, variance analysis, client service, risk mitigation, process improvement, and system enhancements. Partners with relationship managers, underwriters, collateral teams, and external customers while managing staffing, budgets, regulatory compliance, and talent development.
Top Skills:
Lucas (Loan Underwriting Collateral Analysis System)Uat
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive solutions across deposits, lending, investments, and banking products. Own a book of business, acquire and deepen relationships, coordinate referrals with Wealth, Home Lending, and Business Banking, promote digital banking adoption, support branch colleagues, and maintain strong risk, documentation, licensing, and regulatory controls.
Top Skills:
Finra RegistrationFinra Series 6Finra Series 63Finra Series 65Safe RegistrationSecurities Industry Essentials (Sie)
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers through proactive outreach, financial discovery, and tailored guidance across deposits, credit, lending, investments, and banking services. Own a book of business, acquire and deepen relationships, coordinate referrals with internal partners, promote digital banking adoption, coach colleagues, and maintain strong documentation, regulatory compliance, and risk controls.
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. The role grows a book of business across deposits, lending, investments, and credit; coordinates referrals with Wealth, Home Lending, and Business Banking; promotes digital banking adoption; supports branch colleagues; and maintains strong risk, documentation, licensing, and regulatory controls.
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Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and multi-product banking strategies. Owns a book of business, recommends deposit, lending, investment, and credit solutions, coordinates referrals across internal partners, promotes digital banking adoption, supports branch colleagues, and maintains strong documentation, risk controls, and regulatory compliance.
Top Skills:
Finra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsMobile BankingSafe RegistrationSecurities Industry Essentials (Sie)
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions across deposits, lending, investments, and business banking. Owns a book of business, coordinates referrals with internal partners, promotes digital banking adoption, supports branch colleagues, and maintains strong risk, compliance, documentation, and customer service standards.
Top Skills:
Finra Series 6Finra Series 63Finra Series 65Safe RegistrationSecurities Industry Essentials (Sie)State Insurance License(S)
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers, acquire and deepen a book of business, and provide tailored guidance across deposits, lending, investments, credit, and banking services. Conduct discovery conversations, make referrals, coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, support branch colleagues, and maintain strong documentation, compliance, and risk controls. The role requires maintaining required FINRA, insurance, and SAFE licenses.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial conversations, and tailored strategies across deposits, lending, investments, and credit. Owns a book of business, coordinates referrals with Wealth, Home Lending, and Business Banking partners, promotes digital banking adoption, supports branch colleagues, and maintains strong documentation, regulatory compliance, and risk controls.
Top Skills:
Digital BankingFinra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsMobile BankingSafe RegistrationSecurities Industry Essentials (Sie)
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-driven financial guidance, and multi-product recommendations. Grow a defined book of business across deposits, lending, investments, and credit while coordinating with Wealth, Home Lending, and Business Banking partners. Support everyday banking, digital adoption, risk controls, documentation, and regulatory compliance. The role also includes peer support, customer retention, and completion of required FINRA, insurance, and SAFE licensing requirements.
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