- Columbia Bank (Irvine, CA)
- …and procedures, compliance regulations, and completes all required annual or job-specific training . + Maintain a working knowledge of Bank 's written policies ... HOA Banking Coordinator Wealth Management Irvine, California **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of… more
- Paychex (San Francisco, CA)
- …dates set by Sales management to assist with forecasting. + Works with bank partners to identify business account holders who would be a good fit for Paychex's ... to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a… more
- City National Bank (West Hollywood, CA)
- …WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business to develop new ... clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less experienced Financial… more
- City National Bank (Los Angeles, CA)
- …real estate and franchise transactions.The Syndications group at City National Bank resides within the Capital Markets division and focuses on lead-agented, ... active book runner roles. The group works with relationship management teams to ensure the marketability of transactions, primarily structure and pricing. Members of… more
- Columbia Bank (San Francisco, CA)
- …the delivery of Breakthrough Client Service and establishing the branch as the bank of choice in the local community. Responsible for attaining established growth ... + Partners closely with cross-functional leaders within Retail and across the bank to provide meaningful client solutions in line with Retail business strategy.… more
- City National Bank (Los Angeles, CA)
- …DO? * Acts as primary liaison between client and all areas of the bank . Perform follow-up with all clients to ensure completion and satisfaction. * Introduce clients ... to appropriate area within Bank , maintain knowledge of bank products and...experience in client service, banking operations or banking relationship management support required. * Minimum 2 years' experience in… more
- City National Bank (Encino, CA)
- …is responsible for upholding the operational integrity of the branch as defined by management and bank policy. This colleague understands and is able to execute ... exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to… more
- City National Bank (Beverly Hills, CA)
- …of new client prospects consistent with the objectives and risk culture of the Bank . * Identify opportunities within the existing client base to grow into more ... retail syndications for large credit relationships in conjunction with the Bank 's syndications team. * Solicit referrals from existing clients, professional… more
- US Bank (Rocklin, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by… more
- City National Bank (Santa Monica, CA)
- …individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to client ... relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and… more