- Columbia Bank (Irvine, CA)
- …Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to ... experience.Required + Demonstrated working knowledge of consumer, SBA and commercial/ business loan experience, advanced banking , lending products, services… more
- Bank of America (Beverly Hills, CA)
- …and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process ... the Client Process Management Process within the client team to identify new business development opportunities + Sources new clients in alignment with the bank's… more
- Truist (San Francisco, CA)
- …risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) ... principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion… more
- CIBC (San Francisco, CA)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... experience and exposure to the dynamic world of private wealth, commercial banking and technology. As an intern, you'll work alongside experienced professionals,… 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 ... deposit growth, cash management-related fee income, and high customer satisfaction. + Business Development: + Proactively identify and pursue new business … more
- Citigroup (Beverly Hills, CA)
- …in own field and adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong commercial awareness is a ... expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent...of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience… more
- City National Bank (Los Angeles, CA)
- …IT risks in order to identify and assess key control activities in business processes. Leads and executes continuous monitoring activities periodically for the area ... assigned. Gathers and evaluates information received from business units and other external/regulatory sources.Ability to multi-task and work in a dynamically… more
- City National Bank (Los Angeles, CA)
- …key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will be responsible for working ... and prioritize initiatives for the platform. The role will collaborate with business leaders, users, in-house developers and third party support to help bring… more
- US Bank (Newport Beach, CA)
- …lending and credit standards, policies, procedures and products - Strong relationship management and business development skills - Strong analytical ... at-all from Day One. **Job Description** The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking … more
- Bank of America (San Francisco, 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 ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more