- Bank of America (Carlsbad, CA)
- …+ Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Bank of America (Irvine, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- Bank of America (Beverly Hills, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- Fifth Third Bank, NA (Irvine, CA)
- … Bank . GENERAL FUNCTION:Monitors the Commercial Equipment Finance's lease and loan portfolio for portfolio quality and customer service functions. Responsible ... loan /lease transactions ,including: customer requests/adjustments, payment requests, customer service and collection efforts for both direct and affiliate… more
- Bank of America (San Francisco, CA)
- …+ Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- City National Bank (Los Angeles, CA)
- …Assist in the process donation requests and support the operations of the Bank 's Charitable Giving * Seek community development service opportunities and support ... performing a variety of tasks related to ensuring the Bank 's compliance under the Community Reinvestment Act. in this...of service initiatives to increase community development services . * Oversee proper documentation for all CRA activities… more
- City National Bank (Westlake Village, CA)
- …development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, ... existing or prospective clients to discuss and promote all Bank products and services in order to...or structure transactions. * Negotiates transactions; documents and closes loan transactions, ensures conformance with Bank policy… more
- City National Bank (Santa Monica, CA)
- …development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, ... existing or prospective clients to discuss and promote all Bank products and services in order to...or structure transactions. * Negotiates transactions; documents and closes loan transactions, ensures conformance with Bank policy… more
- US Bank (Los Angeles, CA)
- …asset-based loan origination, providing ABL product support to the bank 's Institutional Client Group and peer product partners. **Responsibilities** * Developing ... At US Bank , we're on a journey to do our...to supporting the preparation of the credit approval memorandum, loan documentation and client onboarding. **Qualifications** * Bachelor's or… more
- Bank of America (Walnut Creek, CA)
- …all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the ... provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management... bank 's service and banking offerings + Ensures… more