- Banc of California (Santa Ana, 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
- City National Bank (San Francisco, CA)
- …Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist ... service, and aligning efforts with overall business objectives. * Represent Entertainment Banking with a high level of professionalism, serving as a trusted partner… more
- City National Bank (Beverly Hills, CA)
- …clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the ... designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships. * Raise awareness...related experience * Minimum 8 years of experience within Banking , Brokerage, or Insurance culture * CFP - Certified… more
- City National Bank (Los Angeles, CA)
- …* Serves as product expert for a variety of issues - advice/guidance on sales , "How to position and sell product", operational support for technical product issues, ... every employee to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with… more
- City National Bank (Los Angeles, CA)
- …adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety ... mutual funds, security sales and trading, and insurance activities. Compliance with various...30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select markets including… more
- City National Bank (Los Angeles, CA)
- …Qualifications** * Bachelor's Degree or equivalent. * Minimum 8 years banking /financial services and/or technology industry experience. * Minimum 6 years experience ... Platform * Strategic mindset, with excellent knowledge and understanding of banking /financial services * Highly developed ability for conceptual thinking * Excellent… more
- Citigroup (San Francisco, CA)
- …a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions ... determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) + Leverage… more
- Citigroup (Beverly Hills, CA)
- …cross-sell opportunities and working collaboratively with partners across banking , lending, and wealth management.** **Qualifications** **:** **Minimum of ... within escrow, paying agent, M&A advisory, legal services, or transaction banking .** **Deep familiarity with the California legal market, particularly law firms… more
- Bank of America (Bakersfield, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your ... the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial… more
- Citigroup (San Francisco, CA)
- …a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions ... determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) + Leverage… more