- 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
- Citigroup (Los Angeles, 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 (Beverly Hills, CA)
- …coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and ... team, the division, CNB, and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current… more
- City National Bank (Newport Beach, CA)
- …as well as contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, ... functions of assigned branch with particular emphasis on managing a client-driven sales and service environment. This may be accomplished through active calling… more
- Umpqua Bank (Walnut Creek, CA)
- …can only achieve this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... as the relationship lead for all lending, deposit, and all other bank products, collaborating with internal partner experts. Independently identify opportunities for… 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
- 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
- Umpqua 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
- Bank of America (Monterey, 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...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more