- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... other third-party reports such as property appraisals. * In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside… more
- City National Bank (Los Angeles, CA)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings, presentations, and/or written reports… more
- BMO Financial Group (Saratoga, CA)
- …that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic ... manages poor performance. + Develops and executes a branch business plan to maximize business growth and... development activities. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions… more
- City National Bank (Los Angeles, CA)
- …applying them to plan, perform, and report on the evaluation of various business processes/areas/functions. * Strong working knowledge of banking industry laws ... *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The...Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's Capital Markets, Registered and Unregistered… more
- Wells Fargo (Pasadena, CA)
- …specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also ... begins with outstanding talent. It all begins with you. ** Banking , Lending, & Trust (BL&T)** unlocks access to Wells...role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells… more
- Zions Bancorporation (Mountain View, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best ... Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking...Awards. We are looking for a seasoned **Customer Relations Manager in Menlo Park, CA** . This role focuses… more
- Banc of California (Carlsbad, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- Zions Bancorporation (Los Angeles, CA)
- …in Finance, Business or other related field and 2+ years of banking , relationship management, underwriting and credit experience or other directly related ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best… more
- US Bank (Los Angeles, CA)
- …communication skills- Strong management and leadership skills- Demonstrated new business development and relationship management skills- Effective customer ... driving a fast growth segment of the bank card business for US Bank. Assigned to the Mid-West and...activities, this will include working closely with the sales manager , whose team work on the referrals we generate,… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more