Relationship manager jobs in Laguna Niguel, CA

Experienced Film Sales Representative (PPF / Window Tint / Vinyl Film) Profection Technology is expanding in the U.S. market, and we're looking for experienced film industry sales reps who can confidently handle wholesale accounts and grow dealer networks. What We're Looking For Experience in PPF, window tint, or wrap film sales Ability to manage and grow wholesale accounts Strong communication and relationship-building skills Existing shop connections (tint shops, detailers, wrap shops) is a big plus Self-driven and comfortable working independently Familiar with sample follow-ups → dealer onboarding → reorder cycles What We Offer High commission structure + strong repeat-order product lines Full support with samples, swatch books, training, and marketing Freedom to cover your preferred region Opportunity to grow with a fast-developing brand Access to SEMA and other industry events Responsibilities Develop and maintain B2B wholesale clients Convert samples into orders; maintain long-term dealer partnerships Promote product lines (PPF, window film, wrap film) Represent the brand at industry expos and dealer visits

The Commercial Loan Officer III will independently handle all relationship types including the most complex loans. This role will specialize in our C&I business primarily. Responsibilities: * Knowledgeable of all bank products and sells same to customers and prospects, including Cash Management, Trust, Brokerage, Leasing and International Services. * Typical loan portfolio generated and serviced is greater than $20-30 million ($50+ in real estate groups) * Calls on prospective and existing clients to generate loans, deposits, fees and electronic banking services * Analyzes financial statements and business conditions to deduce a credit decision * Interacts with branch personnel to identify prospective business clients and makes joint calls with branch managers or other bank representatives * Prepares loan narratives for presentation to Senior Management * Develops, approves and services all types of secured and unsecured loans * Assumes full responsibility for quality, completeness and accuracy of all loan documentation in the loan portfolio, ensuring that loans meet the criteria. * Ensures that the loan portfolio has a minimum number of loan workouts, watch list credits or maturing loans * Contributes to Bank's overall management objectives by participating in meetings and supporting Bank goals * Utilizes sales and product knowledge to effectively cross-sell products to new or existing customers or to refer new or existing customers to other areas of the bank * Bachelor's Degree, required; preference for Finance/Economics or related business field, preferred * A minimum of five plus years' experience in Commercial Lending, preferably in a C&I banking environment * Demonstrated proficiency in Microsoft Office Suite, specifically in Excel * Excellent written and oral communication skills * Strong local community involvement strongly, highly preferred Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. At First Bank, we embrace a hybrid work environment which include at least three full days in the office with more or all in-office days expected of our client facing teams. This is a client facing role. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $138,000 - $175,000

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Marketing Relationship Manager to fill an existing role on our Marketing Strategy Team in Newport Beach, CA. As a Marketing Relationship Manager, you'll move Pacific Life, and your career, forward by driving the division's growth and long-term success. In this role, you'll contribute to the Consumer Markets Division's growth and long-term success by leading strategic conversations and developing marketing communications and campaign strategies that support key stakeholders. You will serve as the primary marketing contact for the Sales and Strategic Accounts teams, partnering closely with internal teams to understand our top relationships. Your focus will be on delivering sales requests, shaping product positioning strategies for focus firms, and collaborating with sales to identify and deepen opportunities that drive growth for life insurance product solutions. You'll collaborate with colleagues across Product Marketing Strategy, Relationship Management, Value-Add Strategy, and other Marketing functions. Additionally, you'll work cross-functionally with various teams within CMD to ensure the successful execution of marketing campaigns and strategic initiatives. How you'll help us move forward: * Develops marketing strategies, help align resources and execute marketing campaigns. * Provides scope and helps to consolidate background information on marketing resource requests, especially when driven by internal accounts or sales distribution channels. * Develop deep expertise in assigned focus firms and serve as the marketing point of accountability by providing guidance on firm requirements and ensuring materials align with firm-specific needs. * Serve as the primary marketing contact for the Sales organization and represent Marketing within the Wholesaler Advisory Group, developing sales ideas and marketing campaigns that align with Sales positioning and priorities. * Proactively communicate with all stakeholders and teammates to ensure alignment, clarity, and transparency throughout projects and initiatives. * Collaborate with Analytics and other departments to gather sales data and report on metrics tied to marketing-driven efforts within focus firms. * Promote awareness of Marketing's resources and initiatives across Sales and Strategic Accounts teams to ensure effective utilization and alignment. * Travel periodically with the Sales team to meet with financial professionals, gaining deeper insight into the sales process to better support their business and marketing needs. * Requires in-depth knowledge and experience and uses best practices and knowledge of internal or external business issues to improve products or services. The experience you bring: * 5+ years of experience in marketing, relationship management, and sales within financial services. Experience with life insurance is preferred; annuity knowledge is a plus. * Proven ability to develop integrated strategic marketing plans that drive awareness, engagement, and demand among clients. * Familiarity with marketing technologies, including CRM platforms (Salesforce is preferred), sales enablement tools, marketing automation platforms, social media management tools, and analytics platforms. * Strong communication, attention to detail, and time management skills to effectively manage multiple projects with overlapping deadlines. * Demonstrated flexibility and adaptability in a fast-paced, evolving environment. * Excellent collaboration and leadership skills to build relationships and work cross-functionally across teams. What makes you stand out: * Demonstrate marketing and sales experience in financial services, especially with life insurance products. * Communicate marketing, business, and technical needs clearly to align teams and achieve goals. * Excel in fast-paced environments, managing multiple complex projects at once. * Apply data-driven thinking to solve problems and evaluate the effectiveness of marketing channels and tactics. #LI-KB1 You can be who you are: We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $110,700.00 - $135,300.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. * Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents * Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off * Paid Parental Leave as well as an Adoption Assistance Program * Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Application Deadline: 11/06/2025 Address: 4400 MacArthur Blvd. Job Family Group: Customer Shared Services Are you a seasoned banking professional with a strong background in loan workout, portfolio management, and/or deal structuring? Do you thrive in high-stakes environments where your expertise in credit analysis and client relationship management directly impacts financial outcomes? If so, this opportunity with BMO's Special Accounts Management Unit (SAMU) is for you! As a SAMU Relationship Manager, you will play a critical role in protecting the bank from financial loss while working closely with clients in distressed financial situations. You will assess risk, structure deals strategically, and negotiate solutions that benefit both the client and the bank. What You'll Do: - Manage a portfolio of high-risk commercial banking accounts, proactively mitigating financial losses. - Conduct in-depth credit analysis and risk assessments to determine the financial viability of businesses. - Engage directly with clients, leading tough conversations around financial restructuring, risk mitigation, and repayment strategies. - Structure and negotiate complex deals, ensuring compliance with regulatory requirements. - Collaborate with internal stakeholders, including legal teams, to manage insolvency, foreclosure, and bankruptcy cases when necessary. What We're Looking For: We seek a dynamic, strategic thinker who thrives at the intersection of relationship management and portfolio oversight. The ideal candidate will have: - Background in commercial banking, with experience in special assets, managed assets, loan workouts, or credit risk management. - Strong expertise in credit analysis, deal structuring, and risk assessment. - Ability to negotiate effectively and communicate complex financial matters to clients. - Experience working in a highly regulated banking environment, with a strong understanding of risk rating frameworks. - Legal finance experience (bankruptcy, insolvency, foreclosure) is a plus. Preferred Qualifications: - Experience as a Portfolio Manager, Relationship Manager, or Underwriter in a commercial banking environment. - Strong financial acumen and the ability to balance risk management with strategic decision-making. - CRC certification is nice to have but not required. Actively seeking candidates based in California. This role requires in-person client interactions, so candidates should be comfortable traveling as needed. Work arrangement is hybrid with 4 days a week in-office collaboration required. If you're looking for your next dream job, consider this one in BMO's Enterprise Risk Group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. #ERPMDreamJobs Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank's loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overall profitability of the portfolio. Recommends alternatives to credit proposals e.g. restructuring of the application and/or use of special loan plans available. Contributes to the development and implementation of lending related policies and procedures. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives; includes action plans with debtor and guarantors. Recommends and implements solutions based on analysis of issues and implications for the business. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Ensures alignment between stakeholders. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides technical expertise to other team members, acting as a go-to person for the team. Supports the manager by coordinating and managing workflow and exception requests; escalates any concerns. Provides input into the planning and implementation of operational programs. Monitors the financial and risk performance of account portfolio; performs financial and risk analysis of customer and account information to provide insights and recommendations on how to improve quality, liquidity and Bank's security position. Documents decisions on credit transactions with rationale that can be understood and explained to customers. Identifies and advises on terms, conditions and collateral requirements for the transaction decision as well as alternative solutions. Keeps abreast of economic and market developments within the portfolio to inform decision making and credit risk policies. Maintains and enhances knowledge around lending issues, including loan structure, collateral, foreclosure, bankruptcy and the various regulations that directly impact the Bank. Provides credit risk coaching and advice to sales & service employees to increase awareness of risk, policy, and knowledge of structuring transactions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders; includes legal and insolvency professionals and other consultants/advisors in the commercial business community. Gathers and formats data into regular and ad-hoc reports, and dashboards. Monitors and tracks performance and addresses any issues. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. In-depth knowledge of banking products & services. In-depth knowledge of industry trends and regulations. In-depth knowledge of credit portfolio management policies & procedures, and financing guidelines. Proven leadership skills and highly developed coaching skills. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $81,400.00 - $151,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job Description CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CAF at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CAF Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CAF's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Working Conditions: Typical office environment Travel required, up to 10% Computer, keyboard, telephone, fax machine, scanner and copier, etc. Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Full-time Description Responsible for managing overall loan and deposit relationships with customers. Grows revenues as directed by senior management by successfully prospecting new business and retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval within assigned limits, managing loan and portfolio credit quality, sourcing prospects, and developing new customer relationships, cross-selling appropriate bank products and services to prospects and customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: Retain and expand relationships with existing customers. Prospects for and closes new business relationships. Grows net revenue year over year as directed by Senior Management. Recommend appropriate client risk rating and manage credit quality. Develop and implement an effective calling program for existing customers. Develop and implement a plan for sourcing prospects and developing new customer relationships. Manages assigned customer relationships and brings in appropriate product specialists as needed. Resolve customer problems and act as a liaison with other departments to ensure that the customer experiences the highest level of service and support. Manages overall customer profitability. Develops and implements relationship strategies for cross-selling bank products and services. Satisfies customer requirements by providing a full array of loan, deposit, cash management and other appropriate bank products. Responsible for keeping current on the bank's lending policies, products, and services. Participate in community and CRA activities to promote the Company's brand in our communities. Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position. Requirements REQUIRED SKILLS AND ABILITIES: Computer skills to include use of Microsoft Office products and other programs as required. Excellent written and verbal communication skills, attention to detail and follow-through. Demonstrated leadership skills and ability to foster and sustain collaborative work relationships within the bank. Requires strong relationship management and business development abilities, well-developed analytical and problem-solving skills. Must possess a broad knowledge of bank products and services that result in successfully capitalizing on all opportunities. Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: Bachelor's degree from an accredited college or university Five to seven years of commercial lending experience. Broad knowledge and experience in banking operations, products, and services. Experience in managing and growing medium to large sized portfolio of loan and/or deposit relationships. Experience in effectively handling complex credits. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $130,000 - $160,000 annually. Pay range may vary based on skills, experience, and location. Salary Description $130,000.00 to $160,000 annually

Job Description CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion. Job Title Relationship Manager/Sr. Relationship Manager Department Branch Operations/Lending Reports To Market President or Chief Banking Officer FLSA Status EXEMPT Job Summary Develops and manages a portfolio of Bank clients in market area. Determines customer's banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank's objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Senior Relationship Manager responsible for developing and managing more complex banking relationships. Duties and Responsibilities Develops and manages a portfolio of clients ranging from credits to deposit only relationships. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships. Provides financial advice to clients and identifies and sells appropriate bank products and services as needed. Builds strong relationships with referral sources, centers of influence, etc. Works with business development staff, lenders and underwriters to structure loans. Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed. BSA/AML/Compliance Responsibilities This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program. Qualifications Minimum five years of banking experience including business development and relationship management skills. Knowledge of Bank policies and procedures and regulatory compliance. Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients. Ability to close business. Competencies Sales Effectiveness Persuasive Skills Customer Focus Technical Skills Problem Solving Planning/Organizing Judgment Team Work Composure Strong Verbal and Written Communication Skills Quality and Accuracy of Work Physical Demands Regularly required to talk or listen Frequently required to use hands and fingers to handle or feel, reach with hands or arms. Required to sit for long periods of time Occasionally required to stand and walk Occasionally required to lift up to 25 pounds Specific vision abilities required by this position include close vision and the ability to focus. Employee may be required to travel occasionally between banking offices

The Role: We are looking for a stellar Client Relationship Sr. Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will be responsible for managing High-Net-Worth client relationship team, maintain and grow current client base, and increase AUM. This is a full-time sales position that requires all-around dedication. The work location is in Irvine, CA. What You'll do: The Client Relationship Director is responsible for refining and expanding an HNW sales team in California initially and expand nationwide thereafter. You will create sales plans to generate revenue, collaborate with business development and marketing teams, lead the sales team to build a seamless process and procedure in prospecting and contacting potential investors, addressing their concerns and queries in a timely fashion to seal the deal and ensure client satisfaction and happiness. Essential duties and responsibilities: Lead the sales team on effective sales strategy and sales performance. Craft roadmaps and timelines to maintain current client base and expand AUM per investor. Work with BD team to expand current Chinese speaking high net worth client-base. Improve client relationship management KPI design. Collaborate with the rest of the executive leadership team to steer overall company strategy, execution, and culture. Build, develop, and coach a team of top-notch sales talent. Provide feedback on key budgeting and investment decisions. Who You are: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Demonstrated past exemplary achievements as a leader in HNI investment sales. At least two-year experience as a manager in personal banking, investment relationship and sales, and similar area Fluent in both English and Chinese At least five years of experience in the financial industry required Superb social networking capabilities. Ability to open targeted channels for prospecting. Familiarity with CRM platforms and strong negotiation skills. Entrepreneurial spirit and energetic personality. Familiarity with financial products, services, procedures, including stock markets, trusts, etc. Excellent organizational, interpersonal and communication skills, able to cope with complex situations. Good sense of compliance requirement. Strong sense of teamwork, proactive, and confident. Self-motivated and constantly improving on soft skills to meet job requirements. Demonstrated ability to identify and pursue new business leads. Demonstrated commitment to excellence and social consciousness. NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Employee Benefits and Perks: We offer a comprehensive benefits package: Opportunities for professional development and growth within an inclusive team environment. Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee's eligible dependents PTO (vacation and sick) 401(k) with Enhanced Employer Safe Harbor match 10 paid holidays in a year. Professional membership reimbursement Cell phone/technology reimbursement Note: Benefits can and may change any time at the management's discretion and in compliance with applicable State and Federal laws. Compensation: Sr. Manager Level: $70 - $80k / Director Level: 80k - 100k Base pay (DOE) + performance bonus. Qualified individuals can expect to make $200k - $300k /year. Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA. Find out more about us by following us on our social media accounts: *********************************** Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.

CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. * Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community * Attend and professionally represent CAF at conferences and industry events * Proactively contact potential and existing customers through phone calls, email and in-person meetings * Evaluate the merits and risks of potential credit line and term loan transactions * Prepare term sheets and summary analysis of potential transactions * Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions * Periodically produce brief and topical marketing blogs sponsored by CAF * Meet or exceed quarterly/annual individual production targets * Regularly log customer interaction in CAF's Salesforce CRM platform * Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. * Bachelor's Degree * 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations * Hands-on approach with track record of driving results * Exceptional interpersonal and relationship building skills * Strong financial background with analytical and numerical proficiency * Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) * Ability to balance personal resourcefulness and individual drive in a team-based environment * Willingness to travel Working Conditions: * Typical office environment * Travel required, up to 10% * Computer, keyboard, telephone, fax machine, scanner and copier, etc. * Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Who We Are: FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA. In this role, you'll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you're energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients-we'd love to hear from you. Why You'll Love This Role: You'll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations. You'll own your portfolio-working closely with the Chief Revenue Officer, you'll be empowered to lead client retention, expansion, and development efforts. Your insights matter-you'll help shape how we grow, bringing real-time market feedback and your ideas to the table. Hybrid schedule available, giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days. Your Essential Duties: Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth. Increase revenue by seeking out new business opportunities with current and prospective clients. Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals. Develop and present pricing proposals and RFP responses tailored to each client's needs. Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space. Collaborate with internal teams-Client Services, Marketing, Technical, and Leadership-to deliver seamless onboarding and support for new work. Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting. Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning. Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis. Serve as an escalation point for resolving client concerns and championing improvements. Requirements What You Bring: Bachelor's degree in Business, Communications, or a related field. 5+ years of experience in business development or sales. We are specifically seeking candidates who have worked with Credit Union clients or have direct experience in the Credit Union industry. A proven track record of hitting targets and closing deals. A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities. Strong communication and presentation skills, with a focus on building trust and long-term relationships. The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment. Proficiency in Word, Excel, PowerPoint, and CRM tools. Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms. A knack for learning and articulating technical concepts to non-technical audiences. The description above is a summary of the highlights of the role, a full job description will be provided. Benefits Why Join Us? Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you're not just an employee-you become an employee-owner, sharing in the success of our company and shaping its future. Culture of CARE for our Employees: We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families. Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment. Benefits include: 401(k) & Roth + Employee Stock Ownership Plan Medical, Dental, Vision & Life Insurance Vacation, sick leave and paid holidays - including your birthday! Employee Assistance & Care Programs Additional perks & employee award programs Ready to grow with us? Apply today! FSSI Careers Page

ADP is hiring an Executive Relationship Manager. In this position you will develop and enhance strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention. He/She possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client. This person identifies new service and/or product opportunities and coordinates as necessary with Sales. They act as a liaison between the client and ADP, serving as an internal client advocate. Includes approximately 30-40% travel. . RESPONSIBILITIES: Develops and enhances strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention. Possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client. Is introduced to the client during the implementation process. Acts as a liaison between the client and ADP, serving as an internal client advocate. Maintains a comprehensive understanding of the entire ADP product suite and coordinates communication among the various business partners. Level I/II - Assigned client base as defined by the Relationship Management Strategy Proactively ensures client satisfaction through periodic conference calls and client visits. Promotes client participation in focus groups to solicit feedback on product/service initiatives. Communicates and promotes key ADP initiatives to the client (e.g., user group meetings, product enhancements, etc.). Coordinates client projects, resolution of critical service issues, and follow-up to quality survey feedback. Determines the components of projects and prepares comprehensive project plan and scope of all required activities. Communicates status and next steps to the client and appropriate internal ADP partners. Identifies new service and/or product opportunities and coordinates as necessary with Sales. Performs strategic account review with the client to reinforce the ADP value proposition by maintaining comprehensive and timely records on service activities. Adheres to standard ADP tools and processes (i.e., tracking calls in CRM System, case management, etc.) for recording and responding to service activities (i.e., clients visited, presentations made, etc.). Produces detailed trip reports and distributes to all appropriate parties. Partners with internal ADP business partners as required, to enable seamless delivery of ADP Services and strategic planning. Mentors and coaches less tenured or newly hired Account Manager associates on product knowledge, process and procedures and relationship skills. Performs other related duties as assigned. QUALIFICATIONS REQUIRED: 8 to 12 Years Demonstrated proficiency in managing larger more complex client account relationships with multiple products.

ADP is hiring an Executive Relationship Manager. In this position you will develop and enhance strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention. He/She possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client. This person identifies new service and/or product opportunities and coordinates as necessary with Sales. They act as a liaison between the client and ADP, serving as an internal client advocate. Includes approximately 30-40% travel. . RESPONSIBILITIES: Develops and enhances strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention. Possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client. Is introduced to the client during the implementation process. Acts as a liaison between the client and ADP, serving as an internal client advocate. Maintains a comprehensive understanding of the entire ADP product suite and coordinates communication among the various business partners. Level I/II - Assigned client base as defined by the Relationship Management Strategy Proactively ensures client satisfaction through periodic conference calls and client visits. Promotes client participation in focus groups to solicit feedback on product/service initiatives. Communicates and promotes key ADP initiatives to the client (e.g., user group meetings, product enhancements, etc.). Coordinates client projects, resolution of critical service issues, and follow-up to quality survey feedback. Determines the components of projects and prepares comprehensive project plan and scope of all required activities. Communicates status and next steps to the client and appropriate internal ADP partners. Identifies new service and/or product opportunities and coordinates as necessary with Sales. Performs strategic account review with the client to reinforce the ADP value proposition by maintaining comprehensive and timely records on service activities. Adheres to standard ADP tools and processes (i.e., tracking calls in CRM System, case management, etc.) for recording and responding to service activities (i.e., clients visited, presentations made, etc.). Produces detailed trip reports and distributes to all appropriate parties. Partners with internal ADP business partners as required, to enable seamless delivery of ADP Services and strategic planning. Mentors and coaches less tenured or newly hired Account Manager associates on product knowledge, process and procedures and relationship skills. Performs other related duties as assigned. QUALIFICATIONS REQUIRED: 8 to 12 Years Demonstrated proficiency in managing larger more complex client account relationships with multiple products.

Sign-on bonus available for eligible external applicants! Contact us today to learn more! The Relationship Manager II (RM II) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM II position profiles the member's account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending). As a RM II, they will assist with coaching/mentoring the rest of staff. Makes observations and suggests alternative methods in profiling member accounts. As needed, assists with some leadership functions in the absence of branch management. This role's primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy. Responsibilities: Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone. Inputs, processes, and funds all consumer and small business loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS, Small Business and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members. Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month. Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust. Recommends other products and services as appropriate from having conversations that matter with members. Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services. Assists with leadership functions in the absence of branch management and also with coaching teller line. Makes observations and suggests alternative methods of profiling member accounts. Identifies and reports any suspicious behavior or suspected fraud activity. Completes all required training and compliance modules. Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals. Represents the Credit Union in a positive and professional manner. Other related duties as assigned. Maintains member and other sensitive information with confidentiality. Treats all team members and members with respect. Minimum Qualifications: 18 months financial institution experience with prior loan experience and reaching service and performance goals. Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO - loans decisioning system) Proven ability to garner business Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel Excellent verbal and written communication skills in person and over the phone Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs Member service and organizational skills Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Willingness to make a difference Personable and professional Coaching/Mentoring skills Successful completion of all compliance related coursework Notary NMLS Registered Preferred Qualifications: 24 months experience with Nuvision having prior loan experience and currently reaching service and performance goals Proven ability to generate business while participating in community business development Coaching/Mentoring experience Bi-lingual preferred. Education: High School or Equivalent Website: nuvisionfederal.com/careers Pay scale by applicable geographic location: Southern California: Min $24.94 - Mid $31.18 - Max $37.42 The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of applicable experience within the job, the type of years and experience within the industry, job related training/education, etc. Applicants must be legally authorized to work in the U.S. without the need for current or future sponsorship. California Employee Privacy Notice: ********************************************* Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries This role is located in the Orange County, CA area and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Relationship Manager ("RM") is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone may need to carry out both functions. In a larger lending team, this title can exist for someone who wants to transition from PM to SRM but is not quite ready for the loan goal targets of a SRM. This position's function is to identify and bring new loan clients and be able to manage an existing portfolio assigned to them. ESSENTIAL FUNCTIONS Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year. RM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR") for new loans, renewals, amendments and annual reviews. Present each CCR to the requisite approval authority levels. The finished CCR is the work product of a team but the RM is ultimately responsible for the content. Review loan documents, either internally prepared or by outside counsel, to ensure accuracy. Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process. Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. Assist with mentoring and coaching junior officers and loan staff. QUALIFICATIONS Education: U.S. College graduate with major in related fields. Experience: 7-10 years of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Skills/Ability: Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to structure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $130K - $170K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

SUMMARYResponsible for collaborating with Employee Benefit Account Executives on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team. ESSENTIAL DUTIES AND RESPONSIBILITIES• Exhibits proven competence in all Account Manager duties and knowledge requirements;• Collaborates with a mentor Account Executive to manage an assigned book-of-business;• Comprehends & communicates all aspects of the renewal process to client on all lines of coverage (medical through ancillary), including marketed analytics (must complete Account Manager Analyst Training if little to no Analyst experience);• Assists Account Executive in development of multi-year strategic plan for clients;• Assists Account Executive with client financials, and renewal negotiations;• Displays advanced command of client renewal presentation, including marketing analytics;• Actively participates in team mentorship program;• Acts as an Affordable Care Act (ACA) subject matter expert;• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);• Other duties as assigned. QUALIFICATIONSEDUCATION / EXPERIENCEBachelor's degree or equivalent combination of education and experience Seven (7) or more years related work experience Valid insurance license Must continue to meet Continuing Education requirements for license renewal Baseline understanding of self-insurance and alternative funding arrangements High level of Employee Benefit product and benefit administration knowledge SKILLSGood verbal and written communication skills Good problem solving and time management skills Good presentation skills and ability to conduct open enrollment meetings Excellent customer service skills Ability to work within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines Strong understanding of self-insurance and alternative funding arrangements Proficient in Microsoft Office Suite#LI-AS1

The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management. Principal Responsibilities: Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone. Reviews client exposures, underwriting memo, loss experience along with current coverages Advises and counsels on complex risk exposures. Review inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims. Creates and presents private risk management renewal proposals& agendas to existing clients and conducts annual interactive reviews, when needed. Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection. Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes. Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims. Serves as a market placement specialist by often remarketing existing programs to ensure we are keeping pace with clients needs. Remain up to date on industry offering and make pro-active recommendations to clients. Demonstrates strong organizational skills with high attention to detail. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. Knowledge, Skills and Abilities: Current P&C License (or state equivalent), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within their first 90 days of employment. College degree preferred and professional designations a plus, e.g. CPCU, CIC, etc. Provides 3+ years of experience in personal insurance including insurance company contracts and guidelines, proprietary insurer systems, and claim knowledge. The starting pay is $70,000 salary. Salary is negotiable upon time of offer Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

JobID: 210657113 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $150,000.00 - $150,000.00 At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities * Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. * Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. * Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. * Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. * Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. * Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. * Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. * Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. * Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills * Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. * Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. * Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. * Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. * Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. * The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills * Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************