- Bank of America (Santa Barbara, CA)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- Bank of America (Beverly Hills, CA)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- City National Bank (Beverly Hills, CA)
- …all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- BMO Financial Group (Los Angeles, CA)
- …for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits. + Negotiates ... May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures timely resolution of… more
- City National Bank (Los Angeles, CA)
- …Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's Capital Markets, Registered and Unregistered ... data analytics that provide the insights. * Relationship Building and Client Experience: Supports the Audit Director proactively in their ongoing monitoring… more
- Bank of America (San Francisco, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as… more
- BMO Financial Group (Los Angeles, CA)
- …Ideal candidate will have experience with Transformation in a business banking or commercial banking credit underwriting operational environment, strong ... will lead and develop all key strategic initiatives required to meet overall client experience and financial objectives. This mandate is to drive and influence the… more
- BMO Financial Group (San Francisco, CA)
- …overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue ... and enhance the client relationship in order to consolidate client ...+ Protects the Bank's assets by adhering to all banking and investment regulations, Bank policies and procedures, legal… more
- BMO Financial Group (San Francisco, CA)
- …growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue ... from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong … more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the… more