Last updated: 2025-05-22

46 Financial Services Sales And Management jobs in Los Angeles.

Hiring now: Financial Services Rep Ii @ Enterprise, Personal Banker @ Umpqua Ban, Financial Service Rep @ Travis Cre, Loan Sales Spec @ Onemain Fi, Biz Banking Relationship @ Citizens, Mgr Financial Services In @ Faraday Fu, Relationship Management S @ Lincoln Fi, Sr Licensed Lending Offic @ Loandepot, Cre Relationship Mgr Ii @ Banner Ban, Loan Officer Associate @ Lennar.Explore more at at kaamvaam.com

🔥 Skills

relationship management (10) client relationships (8) Sales (7) client service (6) Business Development (6) business development (6) customer service (5) Customer Service (5) customer experience (5) sales (5)

📍 Locations

Los Angeles (19) Irvine (10) Buena Park (3) Costa Mesa (2) Anaheim (1) Carson (1) Cerritos (1) Garden Grove (1) Glendale (1) Lake Forest (1)
🔍 Go to full job search

Enterprise Bank & Trust

Financial Services Representative II Anaheim
Skills & Focus: customer service, bank products, account opening, team-oriented, strong communication skills, consumer loan applications, teller duties, organizational skills, bank policies, client relations
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. We help businesses succeed and our communities thrive, offering an array o…
Experience: Minimum of two years banking experience; customer service experience required.
Salary: $22.50 - $27.00 per hour
Type: Full-time
Benefits: Annual paid volunteer time off, charitable-matching opportunities, professional growth opportunities, excellent benefit…

Umpqua Bank

Personal Banker Buena Park
Skills & Focus: client experience, relationship banking, consumer lending, financial needs, client service, product referral, banking experience, cash handling, client relationship, financial review
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They support thei…
Experience: 1 year of Client Service Specialist (Teller) or other banking experience preferred
Salary: $19.00 to $26.00 per hour
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) with employer match, employee assistance program, life insurance, disability …
Personal Banker Buena Park
Skills & Focus: Client Experience, Consumer Lending, Relationship Banking, Account Opening, Problem Resolution, Teamwork, Client Service, Bank Products, Financial Reviews, Customer Relationships
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 1 year of Client Service Specialist (Teller) or other banking experience preferred.
Salary: $19.00 to $26.00
Type: Full-time
Benefits: Comprehensive healthcare coverage (medical, dental, vision), 401(k) with employer match, employee assistance program, l…

Travis Credit Union

Financial Service Representative Buena Park
Skills & Focus: financial service, member relations, cash transactions, financial goals, team member, banking regulations, community events, customer service, retail sales, account management
About the Company: Travis Credit Union provides financial services and is dedicated to helping members achieve their financial goals.
Experience: Minimum 1 year of related experience
Salary: $22.83/hour - $33.42/hour
Type: Full-time
Benefits: Medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 4…

Onemain Financial

Loan Sales Specialist Carson
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Finance, Customer experience
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Sales, Collections or Customer Service experience preferred
Salary: $18.00 - $22.00 per hour
Type: Full-time and Part-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Enterprise Bank & Trust

SVP, Relationship Manager Cerritos
Skills & Focus: relationship management, commercial deposit, loan accounts, financial solutions, business development, portfolio management, credit assessment, risk analysis, cross-selling, team leadership
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company t…
Experience: Minimum of seven or more years of Commercial Lending experience preferred.
Salary: $149,503 - $224,254
Benefits: Annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker …

Umpqua Bank

Sr Private Bank Relationship Manager Costa Mesa
Skills & Focus: business development, client relationships, wealth management, estate planning, investment management, financial markets, portfolio management, compliance, credit quality, community involvement
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: More than 10 years of experience in the financial services industry.
Salary: $129,000.00 to $238,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, tuition assistance, retirement savings plan, and more.

Citizens

Business Banking Relationship Manager II Costa Mesa
Skills & Focus: Business Banking, Relationship Management, client relationships, liquidity, interest rate management, treasury solutions, community involvement, sales culture, customer satisfaction, risk and compliance
About the Company: Citizens provides tailored advice, personalized experiences, and innovative solutions to help clients navigate changing circumstances.
Experience: 5+ years in upper Business Banking/Lower Middle Market experience
Salary: $120,000 - $180,000 annually
Type: Full-time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…

Faraday Future

Manager, Financial Services & Insurance Garden Grove
Skills & Focus: financial services, insurance products, automotive financing, loan structuring, lease structuring, regulatory compliance, partnership management, cross-functional teams, negotiation, customer experience
About the Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world’s best talent to realize exciting new possibilities in…
Experience: 8+ years of experience in the automotive financial services or insurance industry
Salary: $120K - $145K
Type: Full-time
Benefits: Healthcare + dental + vision benefits (Free for you/discounted for family), 401(k) options, Casual dress code + relaxed…

Lincoln Financial

Relationship Management Specialist, Local Market Account Management Glendale
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, …

Umpqua Bank

Healthcare Business Development Officer Irvine
Skills & Focus: business development, healthcare, sales, client relationships, financial solutions, credit structures, consultative selling, banking industry, compliance, teamwork
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 5 years of banking experience, required
Salary: $140,000.00 to $200,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage (medical, dental, and vision plans), 401(k)-retirement savings plan with employer mat…

Citizens

Sr. Liquidity Sales Specialist Irvine
Skills & Focus: Liquidity, Sales, Commercial Banking, Financial Institution, Diverse Culture, Client Relationships, Financial Services, Team Collaboration, Performance, Growth
About the Company: Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Type: Full-time
Benefits: Citizens is committed to providing benefits, resources and programming to support healthy habits across all aspects of …

Loandepot

Senior Licensed Lending Officer Irvine
Skills & Focus: licensed, lending, mortgage, origination, insurance, financial, consultative, customer service, loan products, sales training
About the Company: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDep…
Experience: 2+ years of recent mortgage origination experience in a similar direct lending environment REQUIRED
Type: Full-time
Benefits: excellent benefits package including multiple health, dental, and vision options, HSA/FSA plans, volunteer paid hours, …
ACES Lending Officer Irvine
Skills & Focus: sales experience, customer service, training program, ethical standards, financial acumen, technology proficiency, time management, dedication to learning, adaptability, sales aptitude
About the Company: loanDepot is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revol…
Experience: Minimum of 2 years of sales experience.
Salary: $16.50/hour during training; plus monthly per origination bonus incentive once licensed.
Type: Full-time
Benefits: Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental …

Banner Bank

CRE Relationship Manager II Irvine
Skills & Focus: commercial real estate, relationship management, credit analysis, business development, loan terms, credit reviews, risk management, community activity, coaching, financial skills
About the Company: With more than 130 years in operation, Banner Bank focuses on strong financial values and community engagement, offering a range of services to businesses and …
Experience: 8 or more years of experience in commercial real estate lending, credit analysis, and business development
Salary: $173,670–$204,317
Type: Full Time
Benefits: Comprehensive employee benefits, including medical, dental, vision, LTD, STD, life, paid vacation time, sick time, and …

Lincoln Financial

Relationship Management Consultant Irvine
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible
Relationship Management Specialist, Local Market Account Management Irvine
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, …

Citizens

Sr. Liquidity Sales Specialist Irvine
Skills & Focus: Liquidity, Sales, Commercial Banking, Banking Services, Client Relationships, Financial Analysis, Market Strategies, Risk Management, Investment Strategies, Business Development
About the Company: Citizens is a comprehensive financial institution that offers a wide range of banking services including business banking, commercial banking, corporate data a…

Lennar

Loan Officer Associate Irvine
Skills & Focus: Loan Officer, Training, Customer Relations, Business Development, Mortgage Licensing, Reports Review, Operational Training, Client Communication, File Management, Team Collaboration
About the Company: Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
Salary: $16.00 - $21.00 per hour
Type: Full-Time
Benefits: Comprehensive health insurance plans, 401(k) Retirement Plan with Company Match, Paid Parental Leave, Education Assista…

Goodleap

Senior Loan Officer, Mortgage Irvine
Skills & Focus: loan officer, mortgage, sales, customer service, team player, relationship skills, fast-paced, commission, housing, financing
About the Company: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-…
Experience: 2-5 years of mortgage experience
Salary: $16/hour + commission
Type: Full Time
Benefits: Competitive base salary with a tiered commission and bonus structure to award performance and continual education and t…

Onemain Financial

Loan Sales Specialist Lake Forest
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Customer experience, Credit
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: Entry to Mid-Level
Salary: $18.00-$22.00
Type: Full Time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…
Loan Sales Specialist Lakewood
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Business Development, Financial Sales, Customer Care, Entry level, Finance, Management Trainee
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: Entry to Mid-Level
Salary: $18.00-$22.00
Type: Full-time and Part-time
Benefits: Health and wellbeing options, 401(k) matching up to 4%, Employee Stock Purchase Plan, Tuition reimbursement, Paid time …

Argo Group

Senior Underwriter Los Angeles
Skills & Focus: underwriting, insurance, broker relations, marketing, negotiation, client meetings, business development, pipeline management, risk analysis, relationship management
About the Company: Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity.
Experience: A minimum of five years underwriting experience with authority
Salary: $125,500 - $149,200 USD
Type: Full-time
Benefits: Comprehensive health, wellness, and financial planning options that employees can tailor to meet their personal and fam…

Bank Of America

Treasury Sales Officer Los Angeles
Skills & Focus: treasury solutions, client relationships, digital payments, client focus, banking, relationship management, sales strategy, client advisory, relationship building, financial acumen
About the Company: A leading multinational investment bank and financial services company.
Salary: $125,000.00 - $225,000.00 annualized salary, offers to be determined based on experience, education and skill set
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support for employees

Lendbuzz

B2C Manager Los Angeles
Skills & Focus: auto finance, direct lending, customer acquisition, B2C, team management, customer engagement, online financing, auto refinancing, sales funnels, phone-based sales
About the Company: Lendbuzz is focused on improving the online auto financing process and enhancing customer engagement.
Experience: Experienced leader in auto finance
Type: Full-time

Enterprise Bank & Trust

VP, Relationship Manager Los Angeles
Skills & Focus: Commercial loan, Client relationships, Financial solutions, Business development, Credit assessment, Risk analysis, Cross-selling, Compliance standards, Market trends, Analytical skills
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company t…
Experience: Minimum of 5-7 years of Commercial Lending experience preferred.
Salary: $124,586 - $186,879
Benefits: Annual paid volunteer time off, charitable-matching opportunities, array of benefits including professional growth oppo…

Bank Of America

Treasury Sales Officer Los Angeles
Skills & Focus: treasury, relationship management, digital payments, client relationship, sales, strategic dialogues, liquidity management, digital ambassador, banking, client solutions
Salary: $105,000.00 - $150,000.00
Type: Full-time
Benefits: Benefits, industry-leading benefits, access to paid time off, resources, and support.

Lendbuzz

Market Development Manager Los Angeles
Skills & Focus: sales leader, automotive finance, dealer contacts, market presence, contract volume, sales team, high-growth sub-markets, partnerships, strategic planning, regional dominance
About the Company: Lendbuzz is a rapidly growing company focused on the Automotive Finance industry, providing innovative solutions to enhance dealership partnerships and drive s…
Experience: Proven experience in sales leadership within the Automotive Finance sector
Type: Full-time

Octus

Account Manager - Buyside Los Angeles
Skills & Focus: credit markets, account management, buy side, subscription renewals, client relationships, cross-selling, KPI tracking, API feeds, research, financial analytics
About the Company: Octus is a leading global provider of credit intelligence, data, and analytics, serving professionals across hedge funds, investment banking, management consul…
Experience: 5+ years in account management, preferably with credit market knowledge
Salary: $120,000 - $140,000 plus a quarterly commission target
Type: Full-time
Benefits: Competitive health benefits, matched 401k and pension plans, PTO, parental leave, gym subsidies, educational reimbursem…

Ameriprise Financial

Financial Advisor Los Angeles
Skills & Focus: Financial Planning, Client Service, Marketing Plan, Prospecting, Networking, Entrepreneurial Spirit, Coaching, Relationship Building, Sales, Regulatory Compliance
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of work experience with a proven track record of success
Salary: $66,040 - $68,640/ year
Type: Full-time
Benefits: Base salary plus uncapped monthly bonus opportunities and a full employee benefits package including vacation time, sic…

Citizens

Commercial Banking Jobs Los Angeles
Skills & Focus: Commercial Banking, Portfolio Management, Loan Operations, Data Strategy, Robotic Process Automation, Product Support, Corporate Finance, Business Support, Customer Service, Risk Management
About the Company: Citizens is a leading financial institution committed to building a diverse, equitable, and inclusive work culture while offering various banking services.
Type: Multiple

Banner Bank

Client Relationship Consultant Los Angeles
Skills & Focus: client service, sales, service activities, open accounts, process transactions, cross-sell, bank products, applications, loans, client profile maintenance
About the Company: With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and tak…

Cim Group

Associate, Client Engagement Group Los Angeles
Skills & Focus: Client Engagement, Institutional Client Group, cross-functional collaboration, Portfolio Oversight, Fund Operations, Marketing, Compliance, Accounting, Investments, support business development
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val…
Type: Full-time

Ameriprise Financial

Registered Client Service Associate Los Angeles
Skills & Focus: financial planning, client service, portfolio materials, investment research, trade execution, meeting coordination, client correspondence, administrative duties, analytical skills, team collaboration
About the Company: Ameriprise Financial is a diversified financial services leader with more than $1 trillion in assets under management and administration. They advise and manag…
Experience: 3 - 5 years relevant experience required.
Salary: $30.19 - $40.76/hour
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life …

Lincoln Financial

Relationship Management Consultant Los Angeles
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible

B. Riley Securities

General Application, Investment Banking Los Angeles
Skills & Focus: investment banking, M&A advisory, corporate finance, research, sales and trading, communication skills, detail-oriented, team player, collaborative, time management
About the Company: B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking serv…

Bank Of America

Sr. Merchant Specialist Los Angeles
Skills & Focus: merchant business, client relationships, contract negotiations, payment interfaces, portfolio management, C-level sales, POS systems, payment gateways, merchant trends, solutions
About the Company: A leading financial institution dedicated to helping clients achieve their financial goals through responsible growth and community support.
Experience: 2-5 years in Core Acquiring industry, sales and portfolio management
Salary: $123,500.00 - $165,800.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources for employee well-being and growth

Kayne Anderson Rudnick

Client Portfolio Specialist Los Angeles
Skills & Focus: client portfolio management, wealth advisory services, Fidelity Wealth Advisor Solutions, business development, sales and marketing, client service, relationship management, financial services, Microsoft Office, FINRA Series 65
About the Company: KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strate…
Experience: Minimum 5 years in Financial Services sales
Salary: $118,000.00 to $144,000.00
Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and welln…

Bank Of America

Treasury Sales Associate Los Angeles
Skills & Focus: treasury sales, client relationship management, revenue growth, financial services, product penetration, client analysis, industry research, pricing models, client meetings, relationship building
About the Company: A financial services corporation dedicated to responsible growth and inclusive workplace practices.
Experience: Two or more years of B2B sales and/or client service experience in a financial services environment
Salary: $95,000.00 - $108,000.00 annually
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employee growth and well-being

Ameriprise Financial

Client Service Associate Los Angeles
Skills & Focus: client service, financial plans, transactions, client data, administrative support, investment research, client meetings, new business, communication, teamwork
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022, advising and managing assets and i…
Experience: 3-5 years relevant experience
Salary: $28.22 - $38.07 per hour
Type: Full-time
Benefits: Comprehensive health and wellness benefits, vacation time, sick leave, 401(k), life insurances, and more.

Argo Group

Underwriting Technical Specialist, Construction, Middle Market Los Angeles
Skills & Focus: underwriting, marketing, business analysis, broker relations, client meetings, economic trends, presentation skills, department business plan, employee development, analytical skills
About the Company: Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We’re an innovative organization tha…
Experience: 8 years underwriting experience
Salary: $136,200 - $187,400 USD
Benefits: Comprehensive health, wellness, and financial planning options including dental, disability, life insurance, medical, a…

Ameriprise Financial

Registered Client Service Associate Newport Beach
Skills & Focus: financial planning, client service, investment research, portfolio management, administrative duties, data entry, meeting coordination, documentation, customer relationships, analytical skills
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration. Offers personalized financial planning and ad…
Experience: 3 - 5 years relevant experience required
Salary: $30.19 - $40.76 / hour
Type: Full-time
Benefits: Vacation time, sick time, 401(k), health, dental and life insurances.

Banner Bank

Banker Orange
Skills & Focus: client, transactions, banking, financial, products, services, team, reliable, punctual, community
About the Company: A reputable regional bank with more than 150 locations across Washington, Oregon, Idaho, and California, known for financial strength and community involvement.
Assistant Branch Manager Riverside
Skills & Focus: banking, branch operations, client services, sales, supervision, financial transactions, compliance, team leadership, financial products, customer relationship
About the Company: Banner Bank is a financial institution with more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California. It emp…
Experience: 4 or more years of retail banking experience; 0 to 2 years in management role
Salary: $25.00 - $35.93/hr
Type: Full-time - On-site
Benefits: Medical, dental, vision, LTD, STD, life insurance, paid vacation and sick leave, holidays, 401k with match, tuition rei…

Edelman Financial Engines

Client Service Associate Seal Beach
Skills & Focus: Client meetings, Customer service, Administrative functions, Account activity, Research, Compliance, Problem-solving, Financial services experience, Investment markets, Risk awareness
About the Company: Edelman Financial Engines is America's top independent financial planning and investment advisory firm, committed to acting in the best interests of our client…
Experience: Two years of relevant experience preferred
Salary: $50,000 - $65,000
Type: Full-time
Benefits: Discretionary bonus, health, dental and other wellness plans, 401(k) contributions

Onemain Financial

Loan Sales Specialist Westminster
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Business Development, Financial Sales, Entry level, Customer Care, Financial Representative, Leadership
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit, dedicated to improving the financial well-being of hardworking Ame…
Experience: Entry to Mid-Level
Salary: $18.00-$22.00
Type: Full-time
Benefits: Health and wellbeing options including medical, dental, vision, accident and life insurance, 401(k) with up to 4% match…