- 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
- Google (Mountain View, CA)
- …equivalent practical experience. + 4 years of experience in management consulting, sales operations, business strategy, investment banking , venture capital, or ... + 2 years of experience in program management or management consulting, sales operations, or equivalent experience in a technology/media company. + Experience with… more
- Ryder System (Hayward, CA)
- …specific training in the areas of Finance, Operations, Human Resources and Sales /Marketing. The incumbent will be assigned to operational and administrative tasks ... of the business unit. **Essential Functions** + Handling the sales and process for inbound calls as well as...will never ask for any form of payment or banking details and will never solicit personal information outside… more
- City National Bank (San Francisco, CA)
- *EXTERNAL LOAN OFFICER- MORTGAGE BANKING * WHAT IS THE OPPORTUNITY? The external mortgage loan officer is responsible for originating residential mortgage loans by ... their financial needs. Conduct client/prospect needs analysis and develop proposed solutions/ sales presentations to meet their needs. Maintain current knowledge of… more
- US Bank (Los Angeles, CA)
- …businesses with credit card solutions as well as partnering with Business Banking Relationship Managers in our **San Diego** market to uncover opportunities within ... based on knowledge of clients, markets, products and services. Makes sales presentations to existing and/or prospective clients informing them of benefits… more