- US Bank (Aptos, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Citigroup (Beverly Hills, CA)
- …the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- City National Bank (Los Angeles, CA)
- …Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and ... on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the… more
- Bank of America (Bakersfield, 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. At Merrill, we empower you to...needs. We believe great teams are built on mutual trust , shared ownership and accountability. We act as one… more
- City National Bank (San Francisco, CA)
- …of other product and/or services (ie, cash management, foreign exchange, investment and trust , etc.). May interface with other Bank departments as necessary to ... their financial needs. Conduct client/prospect needs analysis and develop proposed solutions/ sales presentations to meet their needs. Maintain current knowledge of… more
- Columbia Bank (Walnut Creek, 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 ... sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated, but also in partnership with community lending… more
- US Bank (Adelanto, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...digital first mindset. Strong client relationships are based on trust , assessing and attending to customers' banking needs, obtaining… more
- Bank of America (Laguna Hills, CA)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- Bank of America (Sacramento, 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...put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with… 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 ... recurring sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated. + Oversee the outside sales and… more