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Associate, Venture Banking
Stifel - San Francisco, CA
An Associate will be integrally involved in all facets of Stifel's Venture Banking Team's operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an Associate's desire to learn about sector and economic trends impacting the technology companies we work alongside. In jo...
Vice President, Venture Banking
Stifel - San Francisco, CA
In joining Stifel's Venture Banking Team, a Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A VP should feel confident in leveraging the resources spanning Stifel's banking & broader corporate platform to both lead debt processes and deliver a curated banking experience to entrepreneurs and their businesses. This dynamic r...
Banking Operations Administrator
Kelly Services - Calgary, AB, Canada
Job Opportunity: Banking Operations Administrator Reporting to the Banking Operations Manager, the Banking Operations Administrator (Operations Officer II) plays a key role in delivering accurate, efficient, and high-quality operational support within a leading Canadian financial institution. This position is responsible for performing specialized proc...
Assistant Vice President, Fund Banking
Stifel - San Francisco, CA
The Assistant Vice President, Fund Banking plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific fo...
Sr. Analyst, Tax Reporting & Core Banking Technology
Valley Bank - Morristown, NJ
Responsibilities include but are not limited to: Provide oversight to the tax reporting core banking functions for the bank. Oversee tax reporting functions within core banking systems, ensuring accuracy and compliance. Act as subject matter expert in enterprise tax compliance; must keep up to date on all IRS regulations Serve as the enterprise expert on IRS regulations and ta...
Banking Operations Administrator
Kelly Services - Calgary, AB, Canada
JOB TITLE: Banking Operations Administrator High Level Description: Reporting to the Operations Team Lead, the Banking Operations Administrator plays a key role in supporting day-to-day operational processes and ensuring accurate, efficient execution of specialized banking transactions. This position requires a detail-oriented individual with stron...
Preferred Banking RM ll
City National Bank - Los Angeles, CA
PREFERRED BANKING RM LL WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated...
Banking Operations Specialist
Kelly Services - Mississauga, ON, Canada
Banking Operations Specialist Work Arrangement: Hybrid Why Join Us? Join a dynamic team that plays an essential role in supporting operational excellence across the bank. As an Banking Operations Specialist , you'll contribute to smooth, accurate, and timely transaction processing within the Operations & Technol...
Manager Commercial Banking
City National Bank - Walnut Creek, CA
MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and C...
Manager Commercial Banking
City National Bank - SF, CA
MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and C...
Manager Commercial Banking
City National Bank - San Jose, CA
MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and C...
Manager Commercial Banking
City National Bank - Ontario, CA
COMMERCIAL BANKING MANAGER WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and C...
Business Banking RM I
First Commonwealth Bank - Harrisburg, PA
A Business Banking Relationship Manager I cultivates new business from potential and existing small-mid-sized business clients by providing financial advice, managing relationships, and recommending banking products to help clients achieve their financial goals. They serve as the primary point of contact, helping clients navigate a range of financial products and services to meet their...
Director/Managing Director, Fund Banking (Fund Finance)
Stifel - New York, NY
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds. The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in...
BIS-Banking Support Operations Analyst
City National Bank - Newark, DE
BIS-BANKING SUPPORT OPERATIONS ANALYST WHAT IS THE OPPORTUNITY? The Banking and Investment Banking Support Services Analyst role is designed to develop the technical skills, business acumen, and financial services experience for colleagues interested in entering the financial services industry. The role will provide you with the ability to gain specific and practical experience to l...
