• Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
    Citigroup (05/25/25)
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  • Personal Banker Little Saigon

    Wells Fargo (Westminster, CA)
    …and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with ... customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to… more
    Wells Fargo (08/21/25)
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  • Personal Banker Bilingual Spanish

    Wells Fargo (Cathedral City, CA)
    …and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with ... customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to… more
    Wells Fargo (08/21/25)
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  • Personal Banker East Bay Ridge Lafayette

    Wells Fargo (Alamo, CA)
    …and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with ... customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to… more
    Wells Fargo (08/16/25)
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  • Senior Lead Fiduciary Advisory Specialist - Estate…

    Wells Fargo (San Francisco, CA)
    **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more
    Wells Fargo (08/13/25)
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  • Risk Management - Leveraged Finance Credit Risk…

    JPMorgan Chase (Los Angeles, CA)
    …challenging the status quo and striving to be best-in-class. As a Lead Credit Officer - Vice President within the Commercial and Investment Bank (CIB) Leveraged ... Lead and/or participate in client due diligence by way of attending client, bank and other meetings to develop a better understanding of client companies, management… more
    JPMorgan Chase (08/13/25)
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  • Underwriting Team Leader - Community Development…

    KeyBank (San Francisco, CA)
    **Location:** 1675 Broadway - Denver, Colorado 80202 **JOB** **BRIEF (PURPOSE)** Key Bank Community Development Lending and Investment (CDLI) is looking for an ... influence the deal team (Relationship Manager, Underwriter, Asset Manager, Closing Officer , Syndication) to solve complex financing and deal structuring situations… more
    KeyBank (08/16/25)
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  • Property Accountant

    Robert Half Finance & Accounting (Irvine, CA)
    …and asset oversight. You will collaborate with the Chief Financial Officer , accounting team, and third-party property management staff to maintain efficient ... including coding invoices and overseeing payment workflows. * Conduct monthly bank reconciliations and adjustments to ensure financial accuracy. * Review and… more
    Robert Half Finance & Accounting (08/14/25)
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  • Wealth Relationship Manager

    HSBC (Beverly Hills, CA)
    …The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high ... We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard… more
    HSBC (08/11/25)
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  • Wealth Relationship Manager

    HSBC (San Francisco, CA)
    …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value ... We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard… more
    HSBC (08/10/25)
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