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First Merchant Bank Jobs in California (NOW HIRING)

Open Bank

CMS Specialist

Los Angeles, CA · On-site

$20 - $24/hr

Daily processing of eWires, ACH, merchant capture activities, as deemed necessary to daily ... Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to ...

KURV

Sales Account Manager

Encino, CA · On-site

Deals are routed to the right bank the first time, with clean documentation. * Merchants board with realistic expectations and fewer surprises down the line. * Your pipeline is healthy, accurate, and ...

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First Merchant Bank information

What are some of the common challenges faced by employees working at First Merchant Bank, and how can they overcome them?

Employees at First Merchant Bank often face challenges such as adapting to evolving financial regulations, meeting high customer service expectations, and managing multiple priorities in a fast-paced environment. Successfully navigating these challenges requires strong attention to detail, proactive communication with team members, and ongoing professional development. The bank typically provides training and mentorship programs to help staff stay current and excel in their roles, fostering a collaborative atmosphere where knowledge sharing is encouraged.

What are the key skills and qualifications needed to thrive as a First Merchant Bank employee?

To thrive as a First Merchant Bank employee, you need a solid understanding of financial principles, customer service, and banking operations, generally supported by a degree in finance, business, or a related field. Familiarity with core banking software, digital transaction platforms, and compliance certifications such as AML/KYC are typically required. Strong interpersonal skills, attention to detail, and problem-solving abilities help build trust with clients and ensure accurate financial transactions. These skills and qualities are crucial for maintaining regulatory compliance, delivering excellent customer service, and supporting the bank’s reputation and growth.

What is the difference between First Merchant Bank vs Commercial Banker?

AspectFirst Merchant BankCommercial Banker
CredentialsTypically requires a bachelor's degree in finance, banking, or related field; certifications like CFA or CPA are a plusSame as First Merchant Bank, often requiring similar degrees and certifications
Work EnvironmentBank branches, corporate offices, client meetingsBank branches, client offices, financial institutions
Industry UsageFinancial services, banking sectorFinancial services, banking sector
Job FocusManaging banking products, customer accounts, and financial servicesProviding loans, credit analysis, and financial solutions to businesses

Both First Merchant Bank and Commercial Bankers work within the banking industry, often requiring similar credentials and working environments. While First Merchant Bank may focus more on retail banking services, Commercial Bankers typically specialize in business and commercial lending. Understanding these differences helps job seekers identify the right career path within the banking sector.

What is First Merchant Bank?

First Merchant Bank is a commercial bank that offers a range of financial products and services, including personal and business banking, loans, savings accounts, and investment solutions. It serves individuals, small businesses, and corporate clients, providing both traditional banking services and digital banking options. The bank is known for its commitment to customer service and financial innovation, often playing a significant role in the financial sector of its region. First Merchant Bank may also be involved in community initiatives and economic development projects.
What are popular job titles related to First Merchant Bank jobs in California? For First Merchant Bank jobs in California, the most frequently searched job titles are:
What job categories do people searching First Merchant Bank jobs in California look for? The top searched job categories for First Merchant Bank jobs in California are:
What cities in California are hiring for First Merchant Bank jobs? Cities in California with the most First Merchant Bank job openings:
First Merchant Bank jobs near you
Infographic showing various First Merchant Bank job openings in California as of July 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 93% Physical, 4% Hybrid, and 3% Remote job distribution.

Business Banking Sr Relationship Manager

Bank of America

San Jose, CA • On-site

$140K - $185K/yr

Full-time

PTO

Re-posted 20 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 525 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
  • Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs
  • Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
  • Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
  • Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
  • Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
  • Coaches and mentors peers, while utilizing leadership skills
  • Adapts to changes in sales practices and broader market and industry conditions as needed

Required Qualifications:
  • Minimum of five years of experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector
  • Experience managing an extensive portfolio of clients with annual revenues of $20-$50 million
  • Proven track record of sales, prospecting new business and enhancing existing relationships
  • Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends

Desired Qualifications:
  • Bachelor's degree in business, finance, economics or related field or equivalent relevant work experience

Skills:
  • Business Development
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Account Management
  • Financial Analysis
  • Leadership Development
  • Loan Structuring
  • Referral Identification
  • Credit Documentation Requirements
  • Pipeline Management
  • Referral Management
  • Regulatory Compliance
  • Risk Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Pleasanton - 4900 Hopyard Rd - 4900 Hopyard Rd (CA4808), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813)
Pay and benefits information
Pay range
$140,000.00 - $185,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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