28 Financial Services Sales And Management jobs in Tijuana.

Hiring now: Supervisor Credit @ Baxter, Commercial Loan Spec @ Banner Ban, Biz Development Asst @ Ues, Fin Mgr @ Sonicautom, Healthcare Biz Developmen @ Umpqua Ban, Pb Digital Banking Sr Adv @ Citizens, Sr Associate Capital Mark @ Biomed Rea, Sales Asst @ Plaza Home, Biz Ops Mgr @ Intuit, External Wholesaler Retir @ Lincoln Fi.Explore more at jobswithgpt.com.

🔥 Skills

business development (5) compliance (5) sales (4) Wealth Management (4) relationship management (4) Client Relationships (3) financial solutions (3) client relationships (3) consultative selling (3) Customer Experience (3)

đź“Ť Locations

San Diego (22) Escondido (2) Tijuana (1) Carlsbad (1) Chula Vista (1) Poway (1)
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Baxter

Supervisor, Credit Tijuana
Skills & Focus: collections, finance, credit, supervisor, C2C, customer support, accounts receivable, team management, strategy, operations
About the Company: Baxter is a global healthcare company that innovates to save and sustain lives, providing a variety of medical products and services.
Type: Full time
Benefits: Our comprehensive benefits options reflect the value we place in our employees.

Banner Bank

Commercial Loan Specialist Carlsbad
Skills & Focus: commercial lending, loan closings, loan perfection, customer service, financial support, banking centers, staff support, asset management, community engagement, business financing
About the Company: With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, Banner Bank provides a source of capital to p…
Small Business Consultant Chula Vista
Skills & Focus: client experience, sales, service activities, bank products, digital banking, financial transactions, client accounts, branch lending, client inquiries, loan applications
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…
Type: Full-time

Ues

Business Development Assistant Escondido
Skills & Focus: Business Development, Technical Professionals, Sales Support, Relationship Building, Client Relationships, Engineering, Consulting, Teamwork, Professional Growth, Service Lines
About the Company: UES is a privately held, rapidly growing engineering and consulting firm with nearly six decades of experience in geotechnical engineering, construction materi…
Salary: $20 - $25 hourly
Type: Full-time

Banner Bank

Client Relationship Consultant Escondido
Skills & Focus: client service, sales activities, account opening, Bank products, loan processing, account maintenance, client profile maintenance, cross-selling, financial solutions, community involvement
About the Company: A financial institution with over $15 billion in assets, named one of the Best 100 Banks in America and known for its trustworthiness. Focused on community ser…
Type: Full-time

Sonicautomotive

Finance Manager Poway
Skills & Focus: finance, sales quotas, gross objectives, finance products, insurance products, monthly forecasts, sales meetings, customer relationships, training, paperwork

Umpqua Bank

Healthcare Business Development Officer San Diego
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

PB Digital Banking Sr Advisor San Diego
Skills & Focus: Digital Banking, Client Relationships, Treasury Services, Onboarding Process, Client Support, Microsoft Office, Exceptional Communication, Training Sessions, Client Feedback, Problem Solving
About the Company: Citizens provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citize…
Experience: Banking and/or digital experience preferred
Salary: $100K - $130K plus an opportunity to earn an annual discretionary bonus
Type: Full-time
Benefits: We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity l…

Biomed Realty

Senior Associate, Capital Markets San Diego
Skills & Focus: debt transactions, financial analyses, stakeholder management, capital markets strategy, portfolio management, due diligence, credit agreements, financial modeling, risk assessment, communication skills
About the Company: BioMed Realty, a Blackstone portfolio company, is a leading provider of real estate solutions to the life science and technology industries. As of March 31, 20…
Experience: 6 years+ of successful and relevant underwriting CRE/debt experience
Salary: $126,000 - $158,000 per year + bonus + long term incentive + benefits
Type: Hybrid
Benefits: Employer-Paid Medical, Dental, and Vision Insurance; Paid Time Off and Paid Family Leave Benefits; 401(k) Retirement Sa…

Plaza Home Mortgage, Inc.

Sales Assistant San Diego
Skills & Focus: customer service, operational transactions, flexibility, time management, reverse mortgage, loan files, sales assistant, broker assistance, transaction management, national lender
About the Company: Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. …

Citizens

Private Wealth Management, Transition Operations Specialist San Diego
Skills & Focus: Wealth Management, Private Banking, Transition Operations, Customer Experience, Financial Institution, Diversity and Inclusion, Professional Development, Community Support, Career Growth, Team Collaboration
About the Company: Citizens is a leading financial institution dedicated to supporting its customers, colleagues, and communities.
Type: Full Time
Benefits: Citizens offers a range of benefits, resources, and programming to support wellness and work-life balance.

Banner Bank

Branch Manager San Diego
Skills & Focus: Branch Management, Sales Operations, Consumer Lending, Small Business Lending, Client Service, Staff Motivation, Sales Goals, Account Retention, Coaching, Guidance
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…
Type: Full-time

Umpqua Bank

Healthcare Business Development Officer San Diego
Skills & Focus: business development, client relationships, sales, financial solutions, banking industry, credit structures, community relationships, compliance, consultative selling, consultative skills
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: 5 years of banking experience
Salary: $140,000.00 to $200,000.00
Benefits: Competitive total rewards package including comprehensive healthcare coverage, 401(k) retirement savings plan, paid vac…

Intuit

Business Operations Manager San Diego
Skills & Focus: loan servicing, program management, operational oversight, compliance, risk control, issue remediation, analytical skills, organizational skills, vendor relationships, fintech
About the Company: Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers wor…
Experience: 5+ years of experience in business operations, program management, or operational leadership, ideally within the lending or fintech industry.
Salary: Mountain View, CA $132,500 - $179,000; San Diego, CA $116,500 - $157,500
Type: Full-time
Benefits: Cash bonus, equity rewards and benefits, competitive compensation package

Citizens

Private Client Financial Advisor San Diego
Skills & Focus: Private Wealth Management, Financial Advisor, Investment, Wealth Management, Client Relations, Financial Planning, Customer Service, Risk Management, Operation Specialist, Asset Management
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture focused on supporting healthy habits and the whole person across aspects of…
Experience: Professional
Type: Full-time
Benefits: Comprehensive benefits supporting health, wellness, and personal development.

Lincoln Financial

External Wholesaler - Retirement Plan Services San Diego
Skills & Focus: sales, financial services, relationship management, retirement plans, market share, business plan, customer relations, sales targets, compliance, performance
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
Experience: 3-5 years’ external sales experience in the financial services industry
Salary: $215,000- $480,000
Type: Remote
Benefits: Competitive 401K and employee benefits, PTO/parental leave, free financial counseling, health coaching and employee ass…

Bank Of America

Commercial Credit Officer San Diego
Skills & Focus: Client Solutions, Advisory, Financial Analysis, Loan Structuring, Risk Management, Underwriting, Account Management, Credit Documentation, Credit and Risk Assessment, Analytical Thinking
Experience: 10+ years of solid Commercial Banking experience
Salary: $109,100.00 - $200,000.00
Type: Full-time
Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and …

Citizens

Multiple Positions in Business Banking San Diego
Skills & Focus: Business Banking, Commercial Banking, Data Analytics, Wealth Management, Mortgage, Risk, Technology, Customer Service, Administrative, Finance
About the Company: A leading financial institution committed to community and customer service.
Type: Full-time

Marcus & Millichap Capital Corporation

Junior Originator San Diego
About the Company: a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI)
Salary: $68,640 plus commission

Umpqua Bank

Commercial Relationship Manager San Diego
Skills & Focus: relationship management, middle market, business development, credit analysis, client engagement, financial performance, portfolio management, networking, trust advisor, consultative selling
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: More than 10 years of relevant Middle Market lending experience
Salary: $146,081.01 to $265,000.00
Type: Full-time
Benefits: comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer m…

Plaza Home Mortgage, Inc.

Product Development Specialist San Diego
Skills & Focus: Product Development, Loan Programs, Customer Experience, Fannie Mae, Freddie Mac, Mortgage Insurance, Secondary Market, Business Areas, Guidelines Maintenance, Investor Relationships
About the Company: Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. …
Type: Full-time

First American Financial Corporation

Associate Relationship Manager - Trust San Diego
Skills & Focus: trust accounts, investment management, relationship management, fiduciary products, financial consulting, estate planning, business development, client advisory, wealth management, probate code
About the Company: First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more tha…
Experience: Minimum of 3 years of related work experience including experience with client relations, legal documents, and/or financial planning.
Salary: $82,950.00 - $110,550.00
Type: Full Time
Benefits: Comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave, and employee stock purchas…

Plaza Home Mortgage, Inc.

Corporate Underwriting Analyst San Diego
Skills & Focus: Corporate Underwriting, Analysis, Loan Review, Underwriting Department, Sales Associates, Third Parties, Investors, Process Improvement, Customer Experience, Relationships
About the Company: Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. …

Enterprise Bank & Trust

VP, Business Banking San Diego
Skills & Focus: business banking, loan portfolio management, credit underwriting, business development, regulatory compliance, financial analysis, relationship management, cross-selling, market trend analysis, client relationship development
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. Our goal is to help businesses succeed and our communities thrive.
Experience: Five to seven years related experience and training in Commercial and/or Business Banking
Salary: $124,586 - $186,879
Type: Full-time
Benefits: Annual paid volunteer time off, charitable matching opportunities, array of benefits, professional growth opportunities

Intuit

Group Manager, Accounting Operations - Lending San Diego
Skills & Focus: Accounting, Operations, Finance, Management, Leadership, Team, Data, Technology, Hybrid Work, Customer Success
Salary: $155,500 - 210,500
Type: Full-time
Benefits: We support our employees by offering benefits you need to stay healthy, achieve financial security, and enjoy peace of …

Umpqua Bank

Healthcare Relationship Manager San Diego
Skills & Focus: Healthcare, Relationship Manager, Wealth Management, Client Relationships, Business Development, Compliance, Credit Management, Portfolio Management, Training, 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.
Experience: 7 years of experience in healthcare and lending, required
Salary: $113,000.00 to $200,000.00
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.

Lendbuzz

Dealership Account Manager San Diego
Skills & Focus: automotive industry, dealership partnerships, field sales, market share, relationships, innovation, diversity, sales team, account manager, auto finance
About the Company: A company focused on driving success in the automotive industry through innovation and diversity.
Experience: Auto finance expertise
Type: Full-time

First Technology Federal Credit Union

Financial Advisor San Diego
Skills & Focus: financial advisor, investment products, financial plans, member service, compliance, FINRA, insurance, promotional campaigns, presentation skills, client relationships
About the Company: First Tech is a financial institution and credit union that focuses on providing investment and financial advisory services to its members.
Experience: Minimum of 5 years’ experience with the sale and delivery of personal investment products and services
Salary: $110,000 to $125,000
Type: Hybrid
Benefits: Traditional medical, dental, and vision coverage; 401K matching up to 5% per pay period; 17 days of Paid Time Off in th…