- Bank of America (El Cerrito, CA)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities +… more
- City National Bank (Los Angeles, CA)
- …client sales, referrals, cross sales and retention efforts of the Specialty Banking Relationship Managers. Develops business opportunities by being active in the ... strategies for both new and existing clients. * Regularly accompanies Specialty Banking Relationship Managers on key client visits and assists them with closing… more
- BMO Financial Group (Los Angeles, CA)
- …and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and ... opportunities during customer conversations to generate referrals for personal and commercial banking products (eg personal banking , lending, and investments). +… more
- Fifth Third Bank, NA (Los Angeles, CA)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... Estate Capital Markets, Corporate Trust and others. + Provide manager with monthly recap of activity and developmental needs....products and industry trends. + Develop working knowledge of banking services that may be applicable to clients and… more
- Herbalife (Torrance, CA)
- …the fraud loss experienced by the company and will partner with the Fraud Manager to propose state-of-the-art methods to improve the fraud program. HOW YOU WOULD ... strategic business insight and assist in the execution of general Treasury issues ( banking , FX trading, investing, debt management, etc.) as needed. * Back up and… more
- Bank of America (Newport Beach, CA)
- …include specific criteria and is made at the discretion of the Credit Products Manager (CPM) in consultation with the Market Executive (ME). The role also serves as ... The CPO maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product… more
- Banc of California (Wilmington, 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
- Capital One (Canoga Park, CA)
- Cafe Coach- Westfield Topanga Welcome to a new idea in banking . Here at Capital One, we're redefining how people bank. You see, we believe banking should fit our ... want to be a part of this whole reimagined banking experience. As the Cafe Coach, you'll have the...to generate new business. You're more than just a manager for the Cafe Ambassador team, you'll be a… more
- Bank of America (San Francisco, CA)
- …guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan. Key responsibilities include ... + Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- City National Bank (Los Angeles, CA)
- …regulatory agencies, including exam management and other regulatory affairs. * For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). ... Consumer Lending Compliance will act in a compliance advisory role supporting consumer banking on matters of regulatory compliance for Credit Cards. The role will be… more