• Treasury Sales Client Officer

    Bank of America (Los Angeles, CA)
    …by people. Driven by Technology. **Job Responsibilities:** + The Treasury Sales Consultant Officer (TSCO) is responsible for managing a portfolio of 70-100 ... MS Office (Word/Excel/PowerPoint/Outlook) experience + BS or BA in finance, accounting , management, another undergraduate degree or equivalent work experience +… more
    Bank of America (08/15/25)
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  • Trust Advisor

    City National Bank (Irvine, CA)
    …business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are within CNB's ... sales expectation. * Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the necessary information and documentation to ensure… more
    City National Bank (08/07/25)
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