Associate Wealth Banking Specialist (SAFE)

What you’d do

Manage and service a portfolio of routine, low complexity affluent client relationships in lending, credit, and deposit products. Review client financial goals and provide recommendations. Full-time position in Irvine, CA. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• 6+ months experience in affluent, commercial, consumer, mortgage, or private banking
• Experience in Wealth Management or Retail Banking
• Ability to analyze client financial goals
• Client relationship management skills
• Full-time schedule