- City National Bank (Los Angeles, CA)
- … Banking team are met. WHAT WILL YOU DO? * Assists Preferred Banking Relationship Managers and Team Leads: * with overall salesforce management, workflow ... Sales Validation Reports * Scorecard Validation Reports * Assists the Preferred Banking Relationship Managers with policies, procedures, systems, and reporting.… more
- City National Bank (Los Angeles, CA)
- …support to Personal & Business Banking , Entertainment, Private and Commercial Banking Services. Functions as liaison with Information Systems and is the ... *OPERATIONS LIAISON * WHAT IS THE OPPORTUNITY? Provides ongoing operational...and procedure review, revision, development and implementation that affects banking offices and selected business unit(s) within… more
- City National Bank (Los Angeles, CA)
- *MANAGER LOAN ADMINISTRATION - Business Banking /Small Business * *Los Angeles, CA. * WHAT IS THE OPPORTUNITY? Direct and manage the work flow and team ... assignments of the Loan Closing function in Business Banking /Small Business . Develop and...and real estate secured requests for all lines of business * Act as the primary liaison … more
- City National Bank (Beverly Hills, CA)
- …within the Bank such as Investment Department, Trust Department, or to a Relationship Manager. Maintains complete knowledge of all banking products and services ... are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for...equivalent * Minimum 4 years experience in client service, banking operations or relationship management support required.… more
- City National Bank (Los Angeles, CA)
- …services. Directs clients to appropriate area within the Bank or to a Relationship Manager. Maintains complete knowledge of all banking products and services ... SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service, banking operations or relationship management support required. * Minimum 4… more
- LTD Global (Livermore, CA)
- …organization offers a full range of financial products including personal and business banking , mortgage lending, and wealth management. It distinguishes itself ... through relationship -based service, local decision-making, and support for regional economic...philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between… more
- City National Bank (Irvine, CA)
- …supervision of Account Officers and provides support to Division Managers and Relationship Managers in business development and portfolio management efforts. ... the client and operational services of a Commercial, Specialty or Corporate Banking Services Division. Manages risk associated with the operational aspects of client… more
- Capital One (Sacramento, CA)
- Senior Principal Relationship and Business Development Manager (Remote-Eligible) We are currently looking for a Senior Principal Relationship and Business ... cases for new development activities with internal and external partners + Relationship Management: Serving as the strategic liaison between external accounts,… more
- MUFG (Menlo Park, CA)
- …team will provide more details. **Job Summary:** The Growth and Middle-Market Technology Banking team at MUFG covers the most exciting venture backed, private equity ... structure. + Support the syndication strategy, including lender presentations and liaison with participant lenders, and participate in client and bank meetings… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …to continuous improvement of digital service delivery. * Act as a senior liaison across Digital Sales, Business Development, Lending, Marketing, and Product ... digital channels. * Proven experience in a senior-level role such as Senior Relationship Manager, Digital Banking Consultant, or Virtual Financial Advisor. *… more
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