- Wells Fargo (Stockton, CA)
- …our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at ... educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to… more
- Wells Fargo (Patterson, CA)
- …our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at ... educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to… more
- HSBC (Beverly Hills, CA)
- …The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high ... assessments with current and potential wealth customers and recommend appropriate banking , investment and insurance products and services to meet individual needs,… more
- City National Bank (Los Angeles, CA)
- …to assess community credit needs, and document results. * Conduct thorough market analysis, economic research, and peer analysis to identify CNB's strengths, ... the Bank's annual CRA goals. * Create and maintain reports for the CRA Officer regarding effectiveness of plans, recommending adjustments as needed. * Assist in the… more
- City National Bank (San Francisco, CA)
- …of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside ... needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require...* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT… more
- Bank of America (Newport Beach, CA)
- …of the bank's physical security programs, policies, and procedures throughout a market or region. Key responsibilities include crisis and incident management and ... client and business partner management teams. Conducts security reviews of banking centers, administrative and operations buildings based on risk assessment factors.… more
- Bank of America (San Francisco, CA)
- …is able to underwrite credit transactions with minimal oversight from the Credit Officer (CO) and also approves complex credit transactions with some coaching from ... of the monitoring and maintenance activities on an assigned portfolio or market , including a higher composition of complex client relationships. They monitor clients… more
- CommonSpirit Health (San Francisco, CA)
- …that address the social determinants of health, primarily in the form of below- market rate loans to institutions and/or projects. With an allocation of up to ... and collaborates with the Director, Investments as well as the Chief Investment Officer within the Treasury Department and other teams including Mission. This is a… more
- PNC (Los Angeles, CA)
- …team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship ... PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit… more