- PNC (Riverside, CA)
- …to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services ; reviews documentation to ensure compliance. + ... stakeholders to complete mortgage transactions. + Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC Employees take… more
- JPMorgan Chase (Palo Alto, CA)
- …conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and ... be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic...a team that values strong relationships and exceptional client service will directly impact our clients' financial … more
- JPMorgan Chase (Apple Valley, CA)
- …diversity, equity, inclusion, and respect **Preferred qualifications, capabilities, and skills** + 5+ Financial services experience, card and banking a big ... Architect at JPMorgan Chase within the Consumer and Community Banking Data Technology, youare an integral part of a...eg Architecture Trade off Analysis Chase is a leading financial services firm, helping nearly half of… more
- Citigroup (Beverly Hills, CA)
- …+ Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek ... strategic advice regarding financial matters. + Build relationships with client families that...+ Ensure strong controls and effective operational and administrative services . + Set an example of behaviour to all… more
- Citigroup (Los Angeles, CA)
- … + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek ... strategic advice regarding financial matters. + Build relationships with client families that...+ Ensure strong controls and effective operational and administrative services . + Set an example of behaviour to all… more
- US Bank (Arroyo Grande, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** Responsible for demonstrating excellent customer service in accordance with the US Bank Core Values. Provides comprehensive … more
- HSBC (San Francisco, CA)
- …share. This role manages credit risk and provides decisioning for Commercial Banking Innovation Banking , exercising delegated credit authority for credit ... regulatory guidelines and client needs. Reports to Head of Credit for US Innovation Banking . As our SVP Senior Credit Officer you will: + Evaluate loan application… more
- US Bank (San Diego County, CA)
- … based upon a client's unique situation + Refer and partner with other financial services within other US Bank channels, as appropriate Discover How You'll ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...the securities industry, including investment and insurance products and services + Knowledge of private banking products… more
- Zions Bancorporation (El Segundo, CA)
- Zions Bancorporation, NA (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, ... With a leading market share in small and middle-market banking , the Bank's 500+ client managers and 200+ wealth...domestic travel, including flights, hotels, car rentals, and car services through the Zions Corporate travel desk. + Expense… more
- Bank of America (Los Angeles, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more