- Umpqua Bank (CA)
- …and existing commercial business relationships. CSM is a second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan, deposit, and ... to undercover potential client needs + Partners with the Banker as the second, primary point of a contact...for loans, deposits and core fees to ensure the bank meets its overall financial targetsand balanced-growth objectives. Achieves… more
- Citigroup (San Francisco, CA)
- …issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and ... investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business… more
- Citigroup (San Francisco, CA)
- …affects the overall performance and effectiveness of the sub-function/job family.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and ... investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business… more
- Umpqua Bank (Lincoln, CA)
- …MLO for open-end transactions (ie, home equity lines of credit) only. + Notary certification preferred . **Be a part of a bank that invests in you!** + ... the delivery of Breakthrough Client Service and establishing the branch as the bank of choice in the local community. Responsible for attaining established growth… more
- Umpqua Bank (Los Molinos, CA)
- …Role:** This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence in the branch, supervising ... transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate. +… more
- Umpqua Bank (Roseville, CA)
- …Client Service Specialist (Teller) plays a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Branch Manager and ... are performed accurately, ethically, and in compliance with Umpqua Bank procedures and banking regulations. The CSS role is...1 year of previous banking or customer service experience, preferred . + Bilingual preferred . + Ability to… more
- City National Bank (Irvine, CA)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... new trust or investment business. Partner with Business Development colleagues ( Banker , Financial Advisor, Portfolio Manager, etc.) to ensure proposed new… more
- Umpqua Bank (Santa Rosa, CA)
- …the Client Service Specialists(Teller)play a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Float Manager, ... are performed accurately, ethically, and in compliance with Umpqua Bank procedures and banking regulations. The CSS-Float role is...1 year of previous banking or customer service experience, preferred . + Bilingual preferred . + Ability to… more
- Enterprise Bank & Trust (Chula Vista, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...working in an environment with individual and team goals preferred **Computer and Software Skills:** + Skilled in operation… more
- Enterprise Bank & Trust (Anaheim, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...working in an environment with individual and team goals preferred + Previous supervisory experience preferred **Computer… more