- Columbia Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... unique brand of relationship banking and fostering a culture where associates thrive. We.... Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management… more
- Bank of America (San Francisco, CA)
- …+ Business Development + Collaboration + Critical Thinking + Portfolio Analysis + Stakeholder Management **Skills:** + Analytical Thinking + Credit and ... Credit Officer II-Global Corporate & Investment Banking San Francisco, California;New York, New York; Atlanta,...Business Development + Collaboration + Critical Thinking + Portfolio Analysis + Stakeholder Management **Shift:** 1st shift (United… more
- Comerica (Costa Mesa, CA)
- …Treasury Management, Wealth Management, Foreign Exchange, and Global Capital Markets. Lines of Business : Business Banking and Middle Market. Rotations may ... Job Description Commercial Banking Development Program The Commercial Banking ...sales-focused rotations within the Commercial Bank to gain valuable business development, sales and relationship building skills. Professional career… more
- Citizens (Irvine, CA)
- …activities. Lastly, you will provide client support for assigned portfolios of Business Banking clients. Primary responsibilities include + Ensure that all ... and advising on findings. + Demonstrated ability to manage and maintain business banking portfolios, including loan modifications, covenant compliance, and… more
- BMO Financial Group (Newport Beach, CA)
- …providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining ... Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists...+ Coordinates client relationship management with the lead relationship manager for the assigned portfolio . + Applies… more
- PennyMac (Westlake Village, CA)
- …of homeownership through the complete mortgage journey. A Typical Day The Portfolio Investments Manager will conduct extensive analysis on various residential ... services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of US...such as whole loans and new origination MBS. The Portfolio Investments Manager will : + Analyze… more
- BMO Financial Group (San Francisco, CA)
- …client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. + Initiates contact with partners for new ... The Technology Investment Banking team is hiring an experienced Associate to...client sales. + Directly manages a diverse portfolio of private and middle market companies with progression… more
- City National Bank (Beverly Hills, CA)
- *PRIVATE BANKING OFFICER I* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers ... Resolves client inquiries/complaints and identifies cross-selling opportunities by assessing deposit portfolio and client needs. Works directly with clients in all… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- Banc of California (Fresno, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more