- City National Bank (Los Angeles, CA)
- … OFFICER I* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- City National Bank (Los Angeles, CA)
- *SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for ... supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under… more
- Truist (San Francisco, CA)
- …the following job description:** Responsible for marketing and selling of Corporate Trust & Escrow Services ("CTES") business in specified markets, regions, and/or ... change from time to time. 1. Possess thorough knowledge of corporate trust and escrow solutions available to institutional clients: public and private corporations,… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... client-directed accounts, to affluent individuals and their families within the Bank 's Personal and Business Banking Group. Provide account maintenance and oversight… more
- City National Bank (Los Angeles, CA)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held ... expertise and coordinating communication with colleagues, clients, tenants, managers/general partners/ officer , and 3rd party service providers around activities and… more
- UMB Bank (CA)
- …Phoenix, AZ or Los Angeles, CA metropolitan areas As the **Business Development Officer - Capital Finance** , you will be responsible for originating loans ... for exactly who you are and encouraged to support causes you care about. Expect more trust . We want you to do the right thing, no matter what. And, expect more… more
- City National Bank (Pasadena, CA)
- …services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability ... client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services.… more
- City National Bank (Beverly Hills, CA)
- …variety of Bank services. Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship ... and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the… more
- City National Bank (Beverly Hills, CA)
- …new clients or expanding current clients with new investment management and trust , new loan facilities, new deposits, and all other solutions. Lead coordination ... with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions...are received in a timely manner. * Ensure the bank has a current Investment Policy Statement that is… more
- Banc of California (Encino, CA)
- …items and legal documents required to ensure accurate closings and compliance with bank and regulatory requirements and procedures. + Officer , Senior Loan ... 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,… more