- JPMorgan Chase (San Francisco, CA)
- …to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly challenge ... balance sheet and re-introduce the capabilities of the Private Bank . National Client Bankers are responsible for a large...follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage… more
- MUFG (Los Angeles, CA)
- …and report on the quality of risk assets and effectiveness of the Bank 's processes to control credit, trading, and associated concentration risks of a complex ... nature. In addition, you will give prompt feedback to Bank management on the results of monitoring and examination...Clearly communicate sensitive issues at the highest level of bank management. + Provide leadership, training, and guidance to… more
- JPMorgan Chase (Long Beach, CA)
- …responsible for growing and retaining profitable relationships within the Commercial Bank . Our Multinational Corporation Portfolio Bankers are required to have deep ... business and control partners + Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage… more
- MUFG (Walnut Creek, CA)
- …regulatory filings in compliance with legal and regulatory requirements, the Bank 's policies and procedures, and generally accepted accounting principles. **Major ... *Build and maintain process and control documents which enforce the Bank 's framework. *Participate on multi-function teams in the development and implementation… more
- JPMorgan Chase (Irvine, CA)
- …product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch ... personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Utilize… more
- Citigroup (Palo Alto, CA)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call planning, organizing ... post-meeting notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + Provide accurate and timely revenue tracking and deal pipeline reports and other… more
- Citigroup (San Francisco, CA)
- …appropriate Execution of strategic initiatives launched centrally at all levels (Group, Bank , commercial market and EIB) + Networks with clients to identify avenues ... for new business opportunities. + Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes + Ensures compliance with regulatory requirements and… more
- Citigroup (Pleasant Hill, CA)
- …sales, relationship, and credit strategies that are aligned with the Retail Bank 's priorities, execute business plan to achieve expected goals in all business ... categories + Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls + Collaborate with branch partners to successfully… more
- JPMorgan Chase (Irvine, CA)
- …foreign exchange. The International Banking team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, ... you will provide in-depth and technical expertise to develop new business and expand existing global relationships in the area of treasury services, lending, trade finance and foreign exchange. We work both independently and as part of a dynamic team to… more
- Banc of California (Santa Ana, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Vice President ( VP ), Project Manager plays a strategic leadership ... 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
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