- Zions Bancorporation (San Francisco, CA)
- … has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for ... Associates at California Bank & Trust work in a relationship-centered culture...company dedicated to serving its communities, families, and businesses ( small , mid-sized and large), CB&T has been active for… more
- Zions Bancorporation (Walnut Creek, CA)
- … has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for ... Associates at California Bank & Trust work in a relationship-centered culture...company dedicated to serving its communities, families, and businesses ( small , mid-sized and large), CB&T has been active for… more
- Zions Bancorporation (Los Angeles, CA)
- … has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for ... Associates at California Bank & Trust work in a relationship-centered culture...company dedicated to serving its communities, families, and businesses ( small , mid-sized and large), CB&T has been active for… more
- Zions Bancorporation (Mountain View, CA)
- … has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for ... Associates at California Bank & Trust work in a relationship-centered culture...company dedicated to serving its communities, families, and businesses ( small , mid-sized and large), CB&T has been active for… more
- Zions Bancorporation (Los Angeles, CA)
- … has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for ... Associates at California Bank & Trust work in a relationship-centered culture...company dedicated to serving its communities, families, and businesses ( small , mid-sized and large), CB&T has been active for… more
- Zions Bancorporation (San Diego, CA)
- … has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for ... Associates at California Bank & Trust work in a relationship-centered culture...company dedicated to serving its communities, families, and businesses ( small , mid-sized and large), CB&T has been active for… more
- Citigroup (San Francisco, CA)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) + Acquire new ... roles on branch team to ensure all clients have a positive in- branch experience + Appropriately assess risk when business decisions are made, demonstrating… more
- Citigroup (Downey, CA)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new ... roles on branch team to ensure all clients have a positive in- branch experience . Appropriately assess risk when business decisions are made, demonstrating… more
- Citigroup (San Mateo, CA)
- …. + Introduce clients to segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business , Cards, etc. + Keep abreast ... loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role… more
- JPMorgan Chase (Los Angeles, CA)
- …of being a JP Morgan Private Client, marking the initial engagement of bank -only clients with Wealth Management. As a Vice President, Private Wealth Planner within ... to a relationship and work with them to develop business opportunities with new and existing clients. This role...Private Client, which will include at least one preferred branch as well as at least one office. **Job… more