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Relationship Banker - Hollywood area
Bank of America
Los Angeles, CA, United States
via ZipRecruiter
5 hours ago
Full–time
Global Capital Markets Transaction Manager - Collateralized Loan Obligation
M&T Bank
Costa Mesa, CA, United States
via LinkedIn
10 hours ago
Full–time
B
Business Solutions Advisor - Santa Monica Coast Market
Bank of America
Culver City, CA, United States
via ZipRecruiter
5 hours ago
$26.00–$33.72 an hour
Full–time
EY-Parthenon - Deals - EYCA - Investment Banking - Healthcare - Payor Services - Managing Director
EY-Parthenon
Los Angeles, CA, United States
via LinkedIn
12 hours ago
Full–time
Agile Financial Services Specialist
PNC
La Habra, CA, United States
via Bankergigs
7 hours ago
Full–time
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Bank of America
Business Solutions Advisor - Santa Monica Coast Market
Bank of America · Culver City, CA, United States · via ZipRecruiter
5 hours ago
$26.00–$33.72 an hour
Full–time
No Degree Mentioned
Apply directly on ZipRecruiter
Apply on LinkedIn
Job highlights
Identified by Google from the original job post
Qualifications
Has demonstrated experience and proven success with business-to-business sales and/or small business banking
Has strong communication skills with the ability to effectively influence clients
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
14 more items(s)
Benefits
If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law
40
Pay range
8 more items(s)
Responsibilities
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan
Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals
Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise
10 more items(s)
Job description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:
• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
Required Qualifications:
• Has demonstrated experience and proven success with business-to-business sales and/or small business banking
• Has strong communication skills with the ability to effectively influence clients
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
• Has a proven sales track record
• Can build productive partnerships and working relationships
• Is experienced with outbound phone sales
Desired Qualifications:
• Experience with financial information, spreadsheets and financial skills
• Experience with in-person customer service and sales
• Experience working with small business clients
• Experience meeting or exceeding goals
• A working knowledge of small business products and services
• Bilingual skills
Skills:
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:
FDIC; Safe Act; Loan Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Culver City - 3809 Culver Ctr - Culver Center (CA8121), US - CA - Los Angeles - 10731 W Pico Blvd - RANCHO PARK BC (CA9174), US - CA - Los Angeles - 12316 W Washington Blvd - WASHINGTON-CENTINELA BC (CA9160), US - CA - Santa Monica - 1430 Wilshire Blvd - WILSHIRE-15TH BC (CA8134)
Pay and benefits information
Pay range
$26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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EY-Parthenon
EY-Parthenon - Deals - EYCA - Investment Banking - Healthcare - Payor Services - Managing Director
EY-Parthenon · Los Angeles, CA, United States · via LinkedIn
12 hours ago
Full–time
Apply on LinkedIn
Job highlights
Identified by Google from the original job post
Qualifications
To qualify for the role, you must have
A bachelor's degree and at least 10 years of directly related work experience; or a graduate degree and at least 7 years of related work experience
Extensive investment banking experience, particularly originating and executing M&A transactions.
11 more items(s)
Benefits
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences
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 range for this job in all geographic locations in the US is $265,000 to $325,000
4 more items(s)
Responsibilities
You’ll be an important part of our highly experienced, industry-focused team and work at the forefront of high-profile transactions.
You’ll be working in a team environment with corporate finance and established investment banking professionals on a variety of projects with primarily responsibility for leading the Payor Services practice that includes coverage of managed care, value-based care and related organizations as part of a group with broad healthcare and life sciences coverage capabilities
Our team works to initiate and execute transactions on behalf of our clients that reflect their strategy and are supported by industry trends
12 more items(s)
Job description
Location: Atlanta, Boston, Chicago, Cincinnati, Cleveland, Charlotte, Dallas, Houston, Los Angeles, McLean, Minneapolis, Nashville, New York, San Francisco
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY-Parthenon – Deals – Healthcare - Payor Services – EYCA – Investment Banking - Managing Director
The opportunity
Ernst & Young Capital Advisors, LLC (EYCA) offers comprehensive investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a complete suite of investment banking services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally.
As a Managing Director in the Healthcare Investment Banking group, you’ll provide clients with advice on all aspects of M&A and capital markets alternatives through highly focused industry teams with world-class, global execution capabilities. You’ll be an important part of our highly experienced, industry-focused team and work at the forefront of high-profile transactions.
You’ll be working in a team environment with corporate finance and established investment banking professionals on a variety of projects with primarily responsibility for leading the Payor Services practice that includes coverage of managed care, value-based care and related organizations as part of a group with broad healthcare and life sciences coverage capabilities. Our team works to initiate and execute transactions on behalf of our clients that reflect their strategy and are supported by industry trends. You’ll be responsible for delivering comprehensive investment banking solutions, M&A, debt and equity transaction execution to the broad universe of companies in Payor Services and related sectors.
Your Key Responsibilities
As a Managing Director, you will be a vital member of the team responsible for initiating and leading the execution of investment banking engagements in the Payor Services sector. You will be responsible for covering the Payor Services sector and related subsectors, with duties encompassing the origination and execution of both buy-side and sell-side M&A transactions as well as capital markets transactions. Your coverage will include private and public middle-market enterprises, along with relevant private equity sponsors. You’ll be able to leverage EY’s extensive global reach and network of relationships and comprehensive capabilities to communicate the firm’s unique investment banking capabilities to the client’s senior executives. You will also be responsible for leading and developing a team of mid-level and junior members ensuring their career development.
Skills And Attributes For Success
• Advise companies regarding M&A, strategic, and corporate finance transactions.
• Supervise, coach and mentor Senior Vice Presidents, Vice Presidents, associates and analysts to prepare compelling pitch materials, offering memoranda and related materials for M&A and capital raising mandates.
• Develop relationships with investors and strategic participants in the sector for M&A and capital raising mandates.
• Perform extensive financial analysis, valuation analysis, and pro forma financial modeling.
• Identify key issues and potential areas of valuation and transaction risk within engagements.
• Perform in-depth sector market and company-specific coverage.
• Contribute to recruiting and team development initiatives.
To qualify for the role, you must have
• A bachelor's degree and at least 10 years of directly related work experience; or a graduate degree and at least 7 years of related work experience.
• Extensive investment banking experience, particularly originating and executing M&A transactions.
• Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing).
• Ability to work directly with clients as the most senior banking team representative able to manage all client deliverables.
• Strong experience with both originating transactions and leading a team in execution.
• Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization.
• A proven record of excellence in investment banking transaction execution, specific to mergers, acquisitions and capital markets in Payor Services and related sectors.
• Experience gained within another credible investment banking organization.
• Established networking skills in a relevant industry.
• The ability and willingness to travel and work in excess of standard hours when necessary.
• You must either reside in or be in a commutable distance to your office location for this position.
Ideally, you’ll also have
• Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.
What We Look For
We’re interested in talented professionals with the ability to visualize our clients’ goals and think creatively to facilitate them - often in politically charged environments. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.
What We Offer You
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
• 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 range for this job in all geographic locations in the US is $265,000 to $325,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, ****** orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at
[email protected].
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EY-Parthenon
AmbitionBox
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PNC
Agile Financial Services Specialist
PNC · La Habra, CA, United States · via Bankergigs
7 hours ago
Full–time
Apply on Bankergigs
Job highlights
Identified by Google from the original job post
Qualifications
No prior background needed
Generally, a university or college degree is not a requirement for roles at this level
It is recommended that applicants possess a high school diploma or GED
3 more items(s)
Benefits
PNC presents an extensive selection of benefits designed to meet both immediate and long-term needs:
Inclusive medical, dental, and vision care options
Life Insurance
8 more items(s)
Responsibilities
Aa Agile Financial Services Specialist at PNC, you will provide exceptional customer service, help customers manage their financial transactions, and support branch operations
You will create a positive customer experience while identifying opportunities to promote PNC products and services
Offers a personalized customer experience aimed at enhancing financial health and building strong customer allegiance
9 more items(s)
Job description
Agile Financial Services Specialist
Job Description:
Aa Agile Financial Services Specialist at PNC, you will provide exceptional customer service, help customers manage their financial transactions, and support branch operations. You will create a positive customer experience while identifying opportunities to promote PNC products and services.
Responsibilities:
• Offers a personalized customer experience aimed at enhancing financial health and building strong customer allegiance.
• Manages a variety of customer interactions with accuracy and efficiency.
• Advises customers on the various options they have when conducting financial transactions.
• Spots potential chances during customer engagements and guides them to the relevant branch staff.
• Encourages customer participation in lobby activities and valuable interactions.
• Presents PNC products and services in a way that meets the needs of customers.
• Recognizes potential sales openings and guides clients to the right team members for fostering relationships.
• Educates customers on utilizing digital banking tools, technology options, and self-service resources for efficient management of financial transactions.
• Demonstrates product and procedural expertise in effectively solving customer concerns.
