- Umpqua Bank (Walnut Creek, CA)
- …and draw packages in accordance with credit policy requirements for risk management , with responsibility for protecting the Bank 's interest through proper ... the form of an excel document or construction loan management system. + Practice clear and open communication with...compliance regulations, and completes all required annual or job-specific training . + Maintain a working knowledge of Bank… more
- Bank of America (San Francisco, CA)
- …in your immediate termination. **We'll help you** * Build a successful career at Bank of America through world-class training and on-boarding programs that set ... the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common...you up for success. * Get training and one-on-one coaching from Academy managers who are… more
- Bank of America (Newport Beach, CA)
- …the bank , including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Sr-Relationship-Manager Global-Commercial-Banking--Middle-Market Newport-Beach\_25027551-2) **Job Description:** At Bank of America, we are guided by a common… more
- City National Bank (Anaheim, 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 ... Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team.* This person will support internal… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? This colleague is responsible for the team's timely and appropriate management of CNB's criticized and classified credits in the bank 's workout ... and returning the relationshiptoRelationship Managers on the Line of Business. Portfolio management includes recommendation of loan decisions on credits as well as… more
- City National Bank (Beverly Hills, CA)
- …wide variety of Bank services. Introduce clients to appropriate areas within the Bank such as Wealth Management , International Treasury Management , or to ... or financial services environment required * Minimum 2 years of experience with bank products and services (eg deposits, cash management , international, etc.)… more
- Bank of America (Newport Beach, CA)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Treasury-Sales-Associate\_25035666) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and… more
- City National Bank (Irvine, CA)
- …that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence ... within assigned client segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients and actively deepens… 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 ... competition, and customer's business environment. + Understand the Bank 's treasury management products. + Adhere to...of 7 years of commercial credit experience. Formal credit training is a plus. + A strong working knowledge… more
- Umpqua Bank (Sacramento, CA)
- …and procedures, compliance regulations, and completes all required annual or job-specific training . + Maintain a working knowledge of Bank 's written policies ... Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington...prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and… more