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$60k–$75k/yr
Full-time
bachelor degree
Posted 9d ago
~40 hrs/week
Responsibilities
The Account Manager is responsible for managing and expanding a portfolio of commercial deposit relationships by delivering exceptional client service. They serve as the primary point of contact for operational issues, fraud concerns, and Treasury Management needs while identifying opportunities to deepen client relationships.
Requirements
Candidates must have an undergraduate degree and strong knowledge of commercial banking operations and deposit products. Exceptional relationship management, communication, and problem-solving skills are required to collaborate effectively with internal banking teams.
Full job description
Job DetailsLevel: ExperiencedJob Location: Corporate Headquarters - IRVINE, CA 92614Position Type: Full TimeEducation Level: Undergraduate DegreeSalary Range: $60,000.00 - $75,000.00 Salary/yearJob Shift: DayJob Category: BankingJob Summary: The Account Manager (AM) is responsible for managing and expanding an assigned portfolio of commercial deposit relationships by delivering exceptional client service and ensuring the highest level of client satisfaction. Serving as the primary relationship manager, the Account Manager proactively develops trusted relationships with business owners, executives, and key client contacts while coordinating the Bank's resources to resolve operational issues, fraud concerns, Treasury Management needs, and service requests.
The Account Manager is responsible for retaining and expanding existing client relationships by identifying opportunities to deepen the relationship through Treasury Management services, additional commercial deposit accounts, and Key Executive & Owner (KEO) accounts. Working closely with Business Banking Officers, Commercial Loan Officers, SBA Loan Officers, Portfolio Managers, Operations, and Treasury Management, the Account Manager helps ensure every client experiences CommerceWest Bank's high-touch relationship banking model.
Essential Functions
Achieve and maintain 100% client retention by delivering exceptional client service and building trusted long-term relationships. Accurately complete client requests, including but not limited to new account openings, legal documentation collection and review, and other operational tasks, ensuring completeness, accuracy, and full compliance with established bank policies, procedures, and regulatory requirements. Serve as the primary point of contact for assigned clients by coordinating timely resolution of operational issues, fraud concerns, Treasury Management support, service requests, and account maintenance. Manage and expand an assigned portfolio of commercial deposit relationships and KEO accounts, while identifying opportunities to deepen each relationship. Identify opportunities to expand Treasury Management utilization, including ACH, wires, Positive Pay, Remote Deposit, online banking, fraud prevention services, merchant services, and other Treasury Management solutions. Deepen existing relationships by identifying opportunities for additional commercial operating accounts, reserve accounts, specialty deposit accounts, and Key Executive & Owner (KEO) accounts. Develop relationships with business owners, executives, partners, board members, and key decision makers to establish personal deposit relationships and strengthen the overall banking relationship. Coordinate with Central Processing Support, Information Security, Treasury Management, and Fraud Management to promptly resolve client operational issues and mitigate fraud risk while maintaining exceptional client satisfaction. Identify opportunities to refer Commercial Lending, SBA Lending, Treasury Management enhancements, and Specialty Banking services to the appropriate business partners. Document significant client interactions, service requests, referrals, cross-selling opportunities, and relationship activities within the Bank's CRM system. Conduct regular relationship reviews with assigned clients to identify service enhancements, operational efficiencies, Treasury Management opportunities, and additional deposit relationships. Qualifications Exceptional client relationship management skills. Strong knowledge of commercial banking operations and commercial deposit products. Working knowledge of Treasury Management products and services. Experience in resolving client operational and fraud-related issues. Strong communication, problem-solving, and relationship-building skills. Ability to collaborate effectively with Business Banking Officers, Commercial Loan Officers, SBA Loan Officers, Portfolio Managers, Treasury Management, and Central Process Support.
The Bank reserves the right to change or modify the employee’s job description whether orally or in writing, at any time during the employment relationship. Additionally, the Bank, through its supervisors, may require an employee to perform duties outside their normal description within the sole discretion of the supervisor. The lack of appropriate and timely execution of the essential job functions will result in disciplinary action, up to and including termination.
CommerceWest Bank is committed to providing equal opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, gender identification, or sexual orientation. CommerceWest Bank will consider for employment qualified applicants with criminal histories in a manner consistent with the California Fair Chance Act.
While our recruiting platforms may use automated tools to surface applicants, all hiring decisions are reviewed and made exclusively by our human recruiting team in compliance with the California Fair Employment and Housing Act (FEHA).
Employee must comply with all applicable Bank Secrecy Act and Anti-money laundering laws and regulations, all Bank policies and procedures, and other Banking laws and regulations.
At CommerceWest Bank, we remain determined to redefine banking for small and mid-sized businesses across California. Built on a vision established more than 25 years ago, our mission continues to focus on what matters most "the success of our clients".
Within an intelligently organized framework, we provide the flexibility and personalized solutions today’s business owners deserve. Our commitment is simple: we adapt to our clients, not the other way around. From tailored financial services to trusted advisory, every relationship is designed to deliver a complete, safe, and sound banking experience.
By assembling a team of strategically selected, experienced professionals, we safeguard the assets entrusted to us while working to unlock each client’s financial potential. This discipline ensures the stability of our institution, strengthens the communities we serve, and delivers sustainable, profitable returns that enhance shareholder value.
More than a bank, CommerceWest is a partner in growth and dedicated to helping businesses thrive with high-quality, low-stress, and forward-thinking solutions that stand the test of time.
Offices: 2445 McCabe Way, Suite 300, Irvine, California 92614, US
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How much do Finance & Accounting jobs in California pay?
Based on 9079 listings with disclosed salaries, most finance & accounting jobs in California pay between $78k–$211k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in California right now?
There are currently 15,735 open finance & accounting positions in California listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in California?
Companies currently hiring include Bank of America, JPMorganChase, Wells Fargo, U.S. Bank, Citi, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in California?
Yes — 5566 of the 15735 open finance & accounting positions offer remote or hybrid work (1561 remote, 4005 hybrid).
How do I apply for Finance & Accounting jobs in California?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.