Business Banking Relationship Manager jobs in United States, California, Irvine
EY Auditor - Assurance FAAS Manager Multiple Positions United States, California, Irvine
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Auditor, Assurance (Financial Accounting Advisory Services) (Manager) (Multiple Positions) (1653891), Ernst & Young U.S. LLP, Irvine, CA.
Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.
MINIMUM REQUIREMENTS:
Must have a Bachelor’s degree in Business, Accounting, Finance, Mathematics, Law, Management, or a related field and 5 years of progressive, post-baccalaureate work experience. Alternatively, will accept a Master’s degree in Business, Accounting, Finance, Mathematics, Law, Management, or related field and 4 years of work experience.
Must have 2 years of recent experience in one of the following:
- Providing financial accounting and advisory services to clients, including implementing accounting standards, finance function transformation, quarterly reporting, and due diligence; OR
- Working on GAAP conversions (including IFRS) with a public accounting firm working with large multinational clients.Must have 2 years of recent experience in the planning, execution, and reporting of audits for financial statements prepared in accordance with U.S. GAAS and U.S. GAAP; OR 2 years of recent experience in providing financial reporting accounting services.Must have 2 years of recent experience in supervising financial accounting and advisory services teams consisting of two or more staff members.Must have 2 years of recent experience with SEC financial reporting.Must have active US CPA certification; or foreign certificate in accountancy and sufficient coursework/experience requirements as determined by the work location state Board of Accountancy to obtain US CPA certification.Employer will accept any suitable combination of education, training, or experience.
What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary for this job is $147,640.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
•: You’ll develop the mindset and skills to navigate whatever comes next.
•: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
•: We’ll give you the insights, coaching and confidence to be the leader the world needs.
•: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".
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Bank Of America Financial Center Manager - Heritage Plaza United States, California, Irvine
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This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
Responsibilities:
- Required Qualifications:
- 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
- Can interpret performance results, find opportunities to drive success and hold others accountable to results
- Must be able to work weekends and/or extended hours
- Desired Qualifications:
- 1+ years of management experience including hiring, coaching and developing direct reports
- Experience in financial services and knowledge of financial services industry, products and solutions
- Experience working in an environment with individual and team goals where goals were routinely met or exceeded
- Bilingual skills
Skills:
- Coaching
- Customer Service Management
- Customer and Client Focus
- Performance Management
- Talent Development
- Business Operations Management
- Recruiting
- Result Orientation
- Risk Management
- Sales Performance Management
- Inclusive Leadership
- Leadership Development
- Prioritization
- Problem Solving
- Referral Management
Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent
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Bank Of America Relationship Banker - Orange East Market United States, California, Irvine
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This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
• High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
1st shift (United States of America)These jobs might be a good fit
Google Software Engineer III Infrastructure Google Cloud Business P... United States, California, Irvine
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Minimum qualifications:
- Bachelor’s degree or equivalent practical experience.
- 2 years of experience with software development in one or more programming languages (C, C++, Python, or Go), or 1 year of experience with an advanced degree.
- 2 years of experience with developing large-scale infrastructure, distributed systems or networks, or experience with compute technologies, storage or hardware architecture.
Preferred qualifications:
- Master's degree or PhD in Computer Science or related technical fields.
- 2 years of experience with performance, large scale systems data analysis, visualization tools, or debugging.
- 2 years of experience with data structures or algorithms in either an academic or industry setting.
- Experience developing accessible technologies.
- Proficiency in code and system health, diagnosis and resolution, and software test engineering.
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Google EHS Program Manager Offsite Infrastructure Delivery Controls... United States, California, Irvine
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- Bachelor's degree or equivalent practical experience.
- 5 years of experience in program or project management.
- Experience with data center construction program management.
- Experience with construction safety management.
Preferred qualifications:
- Certified Safety Professional or other applicable EHS certification.
- 10 years of experience managing cross-functional or cross-team projects.
- 5 years of experience in EHS management, focusing on proactive safety management solutions to prevent negative safety trends.
- Experience leading construction EHS efforts for multi-site projects across dispersed geographies.
- Experience working in operational data centers with a focus on safety, efficiency, and customer satisfaction and knowledge of safety metrics reporting.
- Understanding of the project management process and basic construction agreement structures, coupled with excellent communication, facilitation, and problem-solving skills.
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JPMorgan Business Relationship Manager Senior Deepening - Vice Presid... United States, California, Irvine
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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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JPMorgan Client Success Officer - Startup Banking United States, California, Irvine
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As a Client Success Officer within our Commercial Bank Startup Banking, you will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy, serving as a key liaison for Commercial Bank clients. By offering Treasury solutions in conjunction with service, the Client Success Officer plays an important role in the execution of the firm’s retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will play a vital role in partnering with Commercial Bankers, Implementation Managers, and Know Your Client (KYC) teams to enhance business development efforts, ensuring efficient execution and maintaining a high level of client satisfaction through active engagement.
Job Responsibilities
- Provides primary servicing support and treasury management solutions for a portfolio of Startup Banking clients
- Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
- Responsible for fostering and expanding long-term relationships with clients by effectively managing their treasury needs, while ensuring a high level of client satisfaction
- Coordinate with the banking team to participate in positioning solutions for prospect clients to show the value add of the service model
- Help the coordination and project management of product implementations and service related needs
- Maintain ongoing relationship management routines
- Manage/resolve client escalations and issues
- Identify additional banking needs for clients by partnering with Commercial Bankers on cross sell opportunities
- Review sales, service and client onboarding processes and recommend process enhancements to leadership
- Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
- Partner with Banking and Sales on growth opportunities by contributing to strategic client relationship reviews and long-term planning
- Assist in development of relationship review documents and create actionable objectives for relationship review meetings with clients
- Work with Risk partners for certain elements of risk management including fraud prevention.
- Operational and functional knowledge of suite of treasury and cash management products offered to Startup Banking clients
Required qualifications, skills and capabilities
- Bachelor’s degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
- 7+ years of comprehensive knowledge of Treasury Products and Services
- Proven client interaction skills to calibrate & manage client expectations
- Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
- Strong time management, organizational and planning skills
- Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
- Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
- Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
- Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
- Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
Preferred qualifications, skills and capabilities
- Certified Treasury Professional designation
- PMP or other Project Management Certifications
- Strong creative solution and problem-solving abilities
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
- Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
- Help the community through expansive volunteer opportunities
- Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (20%) to visit clients and internal partners.
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Auditor, Assurance (Financial Accounting Advisory Services) (Manager) (Multiple Positions) (1653891), Ernst & Young U.S. LLP, Irvine, CA.
Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.
MINIMUM REQUIREMENTS:
Must have a Bachelor’s degree in Business, Accounting, Finance, Mathematics, Law, Management, or a related field and 5 years of progressive, post-baccalaureate work experience. Alternatively, will accept a Master’s degree in Business, Accounting, Finance, Mathematics, Law, Management, or related field and 4 years of work experience.
Must have 2 years of recent experience in one of the following:
- Providing financial accounting and advisory services to clients, including implementing accounting standards, finance function transformation, quarterly reporting, and due diligence; OR
- Working on GAAP conversions (including IFRS) with a public accounting firm working with large multinational clients.Must have 2 years of recent experience in the planning, execution, and reporting of audits for financial statements prepared in accordance with U.S. GAAS and U.S. GAAP; OR 2 years of recent experience in providing financial reporting accounting services.Must have 2 years of recent experience in supervising financial accounting and advisory services teams consisting of two or more staff members.Must have 2 years of recent experience with SEC financial reporting.Must have active US CPA certification; or foreign certificate in accountancy and sufficient coursework/experience requirements as determined by the work location state Board of Accountancy to obtain US CPA certification.Employer will accept any suitable combination of education, training, or experience.
What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary for this job is $147,640.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
•: You’ll develop the mindset and skills to navigate whatever comes next.
•: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
•: We’ll give you the insights, coaching and confidence to be the leader the world needs.
•: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".
These jobs might be a good fit
