- City National Bank (Los Angeles, CA)
- …and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's ... wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank * Responsible for revenue production goals...*Required Qualifications** * Minimum 5 years of investment related experience * Minimum 3 years experience in… more
- Zions Bancorporation (San Francisco, CA)
- …field and 4+ years administrative, business, finance or other directly related experience . A combination of education and experience may meet qualifications. ... advanced knowledge as a generalist or specialist of departmental procedures, banking and/or departmental products. + Ability to handle and administrator division… more
- Bank of America (Oxnard, CA)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments ... within 60 days. + Has at least one year experience in the investments industry, including investment training and...products and services. + Has at least one year experience working in the financial service industry and/or a… more
- Citizens (Los Angeles, CA)
- …Credit coverage responsibilities will include supporting our regional Corporate Banking and California Middle Market expansion efforts. While not required, ... experience analyzing and structuring transactions in the Technology and...with complex capital structures, and partnering with multiple commercial banking product areas to responsibly allocate capital across a… 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
- Bank of America (Bakersfield, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice,...of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range… more
- Bank of America (San Francisco, CA)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments ... within 60 days. + Has at least one year experience in the investments industry, including investment training and...products and services. + Has at least one year experience working in the financial service industry and/or a… more
- Columbia Bank (Irvine, CA)
- …create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our ... 7+ yearsof advanced consumer, SBA or commercial/business loan servicing or equivalent experience .Required + 1+year(s)of supervisory or team lead experience of… more
- JPMorgan Chase (San Diego, CA)
- …relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. + Collaborate intimately with clients to ... comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction… more
- Zions Bancorporation (Fresno, CA)
- …and 6+ months cashiering, customer service, sales, balancing, or other related experience , or successful completion of company approved training. + Working knowledge ... of math, cashiering, balancing, debits, credits, bank products and/or banking . + Must have solid balancing and customer service skills. + Ability to cross-sell bank… more