Private Banker jobs in United States, California, Costa Mesa
JPMorgan Part Time Hours Associate Banker Newport 17th Branch Costa M... United States, California, Costa Mesa
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
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Wells Fargo Relationship Banker LP Coastal Orange County District United States, California, Costa Mesa
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About this role:
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
In this role you will:
- Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
- Participate in building relationships with customers and spend time understanding required needs
- Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
- Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
- Present recommendations for resolving inquiries and service requests regarding customers' accounts
- Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
- Provide information to internal partners and external sources to further enhance the customer experience
- Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
- Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
- Provide self-service digital banking options to customers
- This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
- 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
- 1+ year of building and maintaining effective relationships with customers and partners
Desired Qualifications:
- Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- Customer service focus with experience handling transactions across multiple systems
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Strong verbal, written, and interpersonal communication skills
- Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
- Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
- Ability to make client calls and actively participate in the sales development process
- Knowledge and understanding of retail compliance controls, risk management, and loss prevention
- Ability to follow policies, procedures, and regulations
- High motivation with ability to successfully meet team objectives while maintaining individual performance
- Experience mentoring and peer- coaching
- Experience assessing customer needs and recommending products/services to fulfill those needs
- Experience using business acumen to provide financial services consultation to small business customers
- Knowledge and understanding of financial services consumer lending products
- Ability to educate and connect customer to technology and share the value of mobile banking options
- Ability to interact with integrity and professionalism with customers and employees
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- Adherence to Wells Fargo sales practices risk management culture
- Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
- For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
- State Insurance license(s) are required for this role and must be completed within a specified period
- Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
- This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
- Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
- A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
- This position is not eligible for Visa sponsorship
7621 E. Edinger Ave, Huntington Beach CA 92648
301 E. 17th St, Costa Mesa CA 92627
10060 Slater Ave, Fountain Valley CA 92708
2300 Harbor Blvd, Costa Mesa CA 92626
2970 Harbor Blvd, Costa Mesa CA 92626
9971 Adams Ave, Huntington Beach CA 92648
16531 Bolsa Chica St, Huntington Beach CA 92648
2750 W. Coast Hwy, Newport Beach CA 92663
19840 Beach Blvd, Huntington Beach CA 92648
5 Corporate Plaza, Newport Beach CA 92660
21103 Newport Coast Dr, Newport Beach CA 92657
4590 MacArthur Blvd, Newport Beach CA 92660
3925 Bristol St, Santa Ana CA 92704
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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JPMorgan Part Time Hours Associate Banker Baker St United States, California, Costa Mesa
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As a Data Domain Modeler in Transformation & Innovation team you will lead the design and implementation of end-to-end data models starting from raw data to the semantic layer that makes our data more accessible and understandable for different persona ranging from: finance users, data analysts, automation, quantitative research and machine learning teams. Being part of an influential and data-centric team focused on data accessibility you will work on designing new data models for domains such as headcount, contractors, financials, forecasting models, markets, and macro-economic scenarios. You will also represent the data domains in the overall information architecture strategy to optimize data models for end user consumption, identify data homogenization opportunities, and optimize data pipelines in our data lake-house.
You will lead the engagement and partner with product owners, business users (both technical and non-technical), data providers, and technology teams across the entire finance function to design and deliver data products.
Job Responsibilities
- Work on some of the most complex and highly visible data problems in finance, at the intersection of finance and technology
- Design and build new cloud based data lakehouse for the P&A community, leveraged by Analysts to CFO for their day to day reporting
- Work on wide range of data sets and use case to support different Planning & Analysis processes, and personally lead and drive the design of them
- Create solutions for key data challenges and implements innovative technology-based solutions at the bank such as enterprise data catalog, and AI-enabled conversational analytics
- Partner with other high-performing teams within JPM to inspire innovation and champion change throughout the bank
Required qualifications, capabilities, and skills
- Strong analytical and problem solving skills with attention to details to formulate effective data models to address users consumption pain points, and to lead their delivery
- Curious mind to dig deep into the business and data to understand the context: Inquisitive and analytical mindset, challenges the status quo, and strive for excellence
- 5+ years of relevant experience designing and implementing data models and analytic solutions using dimensional and relational data models
- Hands-on and flexible approach to creating solutions aligned to the tools and skills of the client user. Strong communication skills to present data products and educate data consumers
- Strong knowledge and experience using SQL & Python for data analysis, data engineering, and transformation to answer business questions
- Experience with ETL / ELT process and architecture to move data across pipelines in a lake
- Experience building analytics dashboard or building models suited for interactive dashboard consumption
- Experience with cloud-based data lake platforms such as AWS, Azure or Google Cloud
- Bachelor’s degree in computer science, data science, information systems, business analytics, or related discipline
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JPMorgan Part Time Hours Associate Banker Baker United States, California, Costa Mesa
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Reading and speaking in both English and Spanish is required for this role.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offerdiversions or program entries.
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Citi Group Part Time Universal Banker hour Costa Mesa Branch United States, California, Costa Mesa
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By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Role Overview
This role is specific to the Market Risk Stress Testing function within Global Market Risk as the stress testing analytics senior individual contributor.
The Market Risk Senior Officer is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.
What you'll do
Risk Management oversight of Market Risk function
Sufficient understanding of Market Risk and related quantitative topics, in particular, stress testingto drive Projects to improve accuracy of Market Risk stress loss metric and analytics
Analyze large data sets to oversee and ensure the integrity of the risk monitoring process associated with stress testing
Summarize detailed analysis for senior governance forums
Monitor compliance with risk limits/triggers
Frequent interaction with In-Business Risk functions to understand sources of market risk variation
Interaction with Markets Quantitative Analysis, Model Validation, Risk Analytics and Financial Control to ensure thorough concise alignment of methodologies and models
Interaction with Market and Credit Risk Managers to improve accuracy of regulatory and management reporting
Interaction with regulators and auditors
Partnering, collaborating and working with other areas within Citi, as necessary
Keeping abreast of regulatory changes, new regulations and internal policy changes
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we'll need from you
Demonstrated years of relevant experience
Degree in a Quantitative or Financial discipline
Advanced knowledge of financial instruments, risk metrics and Market Risk Management
Advanced analytical, technical and quantitative skills
Expert knowledge of treasury, market risk and liquidity management and knowledge of secured financing, securitization, and derivative products
Excellent written and verbal communication skills
Must be a self-starter, flexible, innovative and adaptive
Highly motivated, attention to detail, team oriented, organized
Developed presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging
Ability to work collaboratively and with people at all levels of the organization
Excellent project management and organizational skills and capability to handle multiple projects at one time
Proficient in MS Office applications (Excel/VBA, Word, PowerPoint), SQL and Python
Programming/modeling experience with Python
By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances.
Employee Assistance Programme
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources
Time Type:
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Citi Group VP Associate Banker - Citi Private Bank United States, California, Costa Mesa
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Responsibilities:
- Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
- Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
- Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
- Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
- Assist the Banker in deepening the existing client relationship through deep-dive analysis
- Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
- Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
- Provide complete service support to client, including solving complex client inquiries
- Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 6-10 years of experience
- Knowledge of investments is required; banking and credit products desirable
- Ability to manage relationships both internal and external; Ability to multi-task
Education:
- Bachelor's/University degree, Master's degree preferred
Anticipated Posting Close Date:
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Citi Group Personal Banker SAFE Act Costa Mesa Harbor Branch United States, California, Costa Mesa
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Responsibilities:
- Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
- Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
- Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
- Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
- Understand and comply with Citibank policies, standards and procedures
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 0-2 years of relevant experience
- Previous banking, retail, or sales experience preferred
- Knowledge of Smart Banking tools and technologies
- NMLS registration; Safe Act compliant
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Anticipated Posting Close Date:
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
These jobs might be a good fit
