- Wells Fargo (Pasadena, CA)
- …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 based ... on needs related to banking, custom lending, and trust services. These bank specialists leverage resources,...+ Make decisions and resolve issues regarding objectives and operations of Fiduciary Management Services team to meet business… more
- US Bank (Los Angeles, CA)
- …policies. + Strong in legal documents + Coordinate with internal teams ( Trust Officers, Investment Consultants, Operations , Private Wealth Advisor) to facilitate ... At US Bank , we're on a journey to do our...leads the team responsible for account opening new accounts trust , investment, and banking platforms and legal reviews. This… more
- Bank of America (San Francisco, CA)
- …Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations , etc.) + Prior trend analysis experience + Strong ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- Bank of America (Walnut Creek, CA)
- …Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations , etc.) + Prior trend analysis experience + Strong ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank… more
- Citigroup (Beverly Hills, CA)
- …range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help ... seamlessly. + Actively look for cross sell opportunities in others areas of the bank , in particular lending, trust and institutional markets solutions, etc. +… more
- Bank of America (San Diego, CA)
- …Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations , etc.) + Prior trend analysis experience + Strong ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- City National Bank (Beverly Hills, CA)
- …and basic proficiency with all Treasury Products. * Thorough and detailed knowledge of bank operations and of all bank products and services (including, ... contact person providing proactive and consultative support to resolve operations issues that may from time to time arise.... services. Directs customers to appropriate area within the Bank such as Investment Department, Trust Department,… more
- City National Bank (Los Angeles, CA)
- …Works directly with clients in all areas of deposit and credit operations (new accounts, wires, transfers, account activity, online banking etc.) Provides clients ... 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… more
- Bank of America (San Jose, CA)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...(written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs… more
- Columbia Bank (Irvine, CA)
- …can only achieve this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... Group (TAG) through which requirements flow. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job… more