Commercial Banking Associate Costa Mesa, CA

Commercial Banking Development Program

The Commercial Banking Development Program is an accelerated and challenging career path designed to develop Commercial Banking Associates into well-rounded Relationship Managers that exhibit a solid credit foundation and strong relationship development skills.

The program includes :

• A 20-month rotational program that includes formal credit training and two sales-focused rotations within the Commercial Bank to gain valuable business development, sales and relationship building skills.
• Professional career development through assessments, coaching, team building, and mentoring.
• Exposure to senior and executive leadership. Collaborative and supportive team environment.
• Gain in-depth knowledge of lending and non-lending products and services, including Treasury Management, Wealth Management, Foreign Exchange, and Global Capital Markets.
• Lines of Business : Business Banking and Middle Market. Rotations may require Associates to commute to different office locations throughout the program.

Position Responsibilities

Phase I : Credit Rotation

Formal credit training takes place within a Commercial Underwriting Center. During Phase I, Commercial Banking Associates will complete a 3-week intensive classroom training session, which includes 1-week of travel to our headquarters office in Dallas, TX. As part of the on-the-job credit training, Associates will perform the following underwriting responsibilities :

Phase II : Sales Rotations

Sales Rotations take place within an assigned Commercial Bank Group. Commercial Banking Associates will complete a structured sales training curriculum and gain real-world experience working alongside seasoned Relationship Managers. During the Phase II, there will be two Sales Rotations through different Lines of Business, each rotation lasting four months. Associates will demonstrate their credit and sales skills, with direct involvement in the prospecting and loan approval process. Specific responsibilities include :

Program Completion