- Bank of America (Los Angeles, CA)
- …the TSCO must have strong treasury sales, negotiation, advisory and relationship management skills leveraging extensive product knowledge + Excellent creativity with ... organizational and planning skills + Experience navigating large matrixed banking environment + Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience + BS… more
- Bank of America (Chico, CA)
- …solutions that are best suited for their financial needs, such as core Banking , and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams ... prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite...that are in their best interest, such as core Banking , Investment & Life Priority (TM) solutions, through Bank… more
- Comerica (San Diego, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... book of business and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement Plan and 401(K) Matching… more
- Bank of America (Irvine, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- City National Bank (Los Angeles, CA)
- …primarily responsible for assessing and adjudicating the loan portfolio managed by Relationship Managers in CNB's workout group known as Special Situations or SSG. ... SSG WHAT WILL YOU DO? * Work with SSG Relationship Managers in assessing and developing strategy for maximizing...and support across the entire group. Partner with SSG Manager in preparing presentations for regulators, Chief Credit Officer,… more
- Banc of California (Santa Ana, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... and timely communicated to the loan team and exam manager . Any recommendations should be communicated prior to submission...should take place with the Loan Officer and exam manager for each recurring exam to discuss any concerns/issue… more
- Banc of California (Santa Ana, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... start/end dates. Serves as liaison with HR, Payroll, employee's Manager /Supervisor, and employee to assist in the return to...from benefits carriers and sends to the VP, Benefits Manager for approval. + Assist with any annual audits,… more
- Amalgamated Bank (San Francisco, CA)
- …region's most complex clients utilizing cash management services. Your expertise in banking products, coupled with strong sales abilities, will be essential in ... value to referral partners within center of Influences through direct outreach and relationship building at conferences and events. + Assist a portfolio of clients… more
- City National Bank (San Francisco, CA)
- …by providing loan underwriting, and portfolio management expertise to a team of Relationship Managers ("RM's") across the Bank, with focus on the Investor CRE ... toward resolution. Escalates potential credit issues to RM, Regional Manager and/ or Credit Manager . * Works...required. * Minimum 5 years of experience in a banking or financial services environment required. *Skills and Knowledge*… more
- City National Bank (Irvine, CA)
- …by providing credit and loan underwriting expertise to a team of Relationship Managers ("RM's"). Analyzes prospective loan transactions and credit worthiness of ... and provide recommendations and/or feedback to Commercial Real Estate Banking Management. * Works with RM or contacts borrowers...toward resolution. Escalates potential credit issues to RM, Regional Manager and/ or Credit Manager . * Works… more