- JPMorgan Chase (San Francisco, CA)
- …Your new business generation will come from three primary sources: + Bank -referred opportunities + Your own business development efforts + Existing wealth clients ... consists of: * the banker that manages the overall bank relationship with the client * the Client Specialist,...as an ongoing resource to clients * a Wealth Manager that acts as the day-to-day manager … more
- PNC (Los Angeles, CA)
- …solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach ... Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank , and our Investment Office. We work with individual and corporate clients… more
- Comerica (San Diego, CA)
- …assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to identify prospects ... assets. Effectively transition the client relationship to the relationship manager by staying involved with the client until the...university + 10 years of sales experience in personal trust , investment or financial products + 5 years of… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Serves as Treasurer and Principal Accounting Officer for the Dunham Funds trust (assists in required reporting, participates in board meetings, approves fund ... + Serves as a Board Member and member of various committees of Dunham Trust Company (DTC); + Prepares quarterly DTC board meeting materials, minutes and annual… more
- CIBC (Newport Beach, CA)
- …a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... We're building a relationship-oriented bank for the modern world. We need talented,...clients who have sophisticated financial needs, including banking, investments, trust , and wealth advisory. + Develop and maintain personal… more
- Comerica (San Jose, CA)
- …incumbents have strong business acumen analytical skills, attention to detail, trust and judgment, have excellent communication skills, the ability to independently ... for improvement for lender communication with borrowers. Assist Market Manager in monitoring the effectiveness of current market/industry policies and… more
- BMO Financial Group (San Diego, CA)
- …and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. + Fosters a culture aligned to BMO purpose, ... confidence with clients to develop credibility and earn their trust . + Addresses escalated sales or relationship management issues...maintains a network in the community to enhance the Bank 's visibility and builds a strong referral source for… more
- Zions Bancorporation (Mountain View, CA)
- Associates at California Bank & Trust work in a...Awards. We are looking for a seasoned **Customer Relations Manager in Menlo Park, CA** . This role focuses ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...as a perennial powerhouse in yearly voting for "Best Bank " and "Best Commercial Bank " from the… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...and at times, can approve/verify on behalf of the manager and stays within Operational Transactional Signing Authority. Can… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...and timely communicated to the loan team and exam manager . Any recommendations should be communicated prior to submission… more