- Columbia Bank (Los Angeles, CA)
- …uses familiarity with client circumstances alongside a broad knowledge of investments, banking , wealth and estate planning, and trust services to frame, acquire, and ... through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. A team of specialists support… more
- Columbia Bank (Encino, CA)
- **About the Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and ... role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions.… more
- Bank of America (Lake Forest, CA)
- …providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, ... center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan...client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with… more
- Bank of America (Los Angeles, CA)
- …Great opportunity to join our Aerospace, Defense and Space Technologies Commercial Banking Team! The A&D Middle Market segment of the Commercial Bank serves ... million to over $2.0 billion. The A&D Middle Market Banking group serves middle market companies and institutions with...existing relationships. The SRM must have experience in Investment Banking and ability to engage in dialogue with CEO… more
- Bank of America (San Francisco, CA)
- …job is responsible for managing a national portfolio of Global Commercial Banking (GCB) FinTech relationships, working directly with clients and prospects to provide ... guidance in the most complex, integrated debt capital solutions for commercial banking clients, whether publicly traded or privately held. Products include lines of… more
- Banc of California (Glendale, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Tomo Credit (San Francisco, CA)
- …mission is to replace the outdated credit system and open access to banking . We value passionate, down-to-earth, "can-do" people who enjoy fine-tuning small details, ... Improve authorization rate and reduce payment failures. + Communicate with banking and network partners to troubleshoot reporting inconsistencies and maintain… more
- Banc of California (Santa Ana, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Thrivent Financial (Newbury Park, CA)
- …and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Coastal Wealth Advisors is an independent financial ... Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on… more
- Zions Bancorporation (San Diego, CA)
- …Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: + Retail Bankers + Community/Business Bankers + Private ... through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience,… more