- City National Bank (Los Angeles, CA)
- …that balances client value and cost; analyze and report on program performance to bank management . * Supervise Team: oversee and develop a team of product ... management . The TMS PM Team Lead works with bank stakeholders, vendors and clients to continuously improve the...management function, along with strong understanding of the bank 's entire portfolio of products, how they fit together,… more
- US Bank (San Diego, CA)
- …and constructing appropriate goals-based investment portfolios. WMAs advise clients using US Bank 's Asset Management Group (AMG) or US Bancorp Investment's open ... At US Bank , we're on a journey to do our...excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and… more
- City National Bank (Los Angeles, CA)
- …niche. * Prepares reports and analyses on assigned products/product lines and presents to Bank Management (PRC, ALCO, etc.) on a regular basis. Focus of ... comprehensive reports, make presentations and communicate with all levels of Bank management . * Proficiency in Excel, Word, and PowerPoint are essential; Access… more
- Amalgamated Bank (San Francisco, CA)
- …to prospect and effectively on-board new clients. + Work closely with the portfolio management team within the Bank to ensure that existing loans within the ... bank competition, and customer's business environment. + Understand the Bank 's treasury management products. + Adhere to general bank regulatory… more
- Columbia Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Newport Beach, California Phoenix, Arizona **Description** **About Us:** At Columbia, ... monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This...+ Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration… more
- City National Bank (Beverly Hills, CA)
- …base to expand existing business relationships by cross- selling additional treasury management / bank products and services. Responds to servicing requests as ... *SALES OFFICER II - TREASURY MANAGEMENT * WHAT IS THE OPPORTUNITY? This position is...appropriate manager. * Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA)… more
- Comerica (San Francisco, CA)
- …Description The Bank Manager is responsible for the overall leadership, management , and success of a Retail Banking Center(s). This is accomplished by ensuring ... major business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus on relationships, and helping people and… more
- Comerica (Costa Mesa, CA)
- …systems, corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions. Maintain knowledge of accounting ... major business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus on relationships, and helping people and… more
- City National Bank (Los Angeles, CA)
- … (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank 's business processes, people, ... projects * Maintain awareness of current regulatory/industry trends impacting the Bank 's operational risk management program or practices. * Maintain… more
- Columbia Bank (Los Angeles, CA)
- …+ 4-7 years of prior business development and/or deposit relationship management experience for a Retail/Commercial Bank .Required + Strong knowledge ... that result in successfully capitalizing on all opportunities to cross-sell the bank 's products. + Strong relationship management and business development… more