- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client… more
- Bank of America (Walnut Creek, CA)
- …and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client… more
- TD Bank (San Francisco, CA)
- …Restricted lists. + Chaperone interactions and communications between Research and Investment Banking . + Review and approve US and Canadian equity Research with an ... US and Canadian Research rules. + Daily engagement with Research and Investment Banking to provide advice and guidance to business partners, conduct deal updates,… more
- Banc of California (San Luis Obispo, CA)
- …of three(3) to five (5) years of commercial loan administration and financial services experience including: loan documentation preparation, loan closing and ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small,...a broad range of loan and deposit products and services , with full- service branches throughout California and… more
- Citigroup (San Francisco, CA)
- …and Microsoft Project as well as industry standard project management tools. + Financial Services experience preferred. Bachelor's degree required in the field. ... manage the outsourced project management provider as well as partner with US Personal Banking to support the strategy and execution of the retail network as Citi… more
- City National Bank (Newport Beach, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... the sales and relationship management perspective, will assist clients to meet their financial needs, providing sound financial advice and acting as a trusted… more
- City National Bank (Beverly Hills, CA)
- …* Bachelor's Degree or equivalent * Minimum 1 year of experience in the financial services industry * Minimum 3 years of experience with Microsoft Excel ... client facing job experience, experience in investments or other financial services industries * Strong interpersonal, verbal...30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select… more
- Banc of California (Santa Ana, CA)
- …one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and ... a broad range of loan and deposit products and services , with full- service branches throughout California and...private equity and venture capital. + In-depth knowledge of banking products, services , and channels. + Strong… more
- Zions Bancorporation (Los Angeles, CA)
- …Bancorporation** at **California Bank & Trust** is one of the nation's premier financial services companies operating as a collection of great banks under ... recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful...of credit operations, processing and regulatory experience within a financial institution or other directly related experience. Lead experience… more
- BMO Financial Group (Newport Beach, CA)
- …solutions. + Advises clients, where possible, on business management and other financial matters. + Develops and manages Commercial banking relationships, plans ... management services . + Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate… more