- Bank of America (Los Angeles, CA)
- …new business and enhancing existing relationships. The SRM must have experience in Investment Banking and ability to engage in dialogue with CEO and CFO levels ... the risks and impacts from both the clients and the banks perspective for development and implementation of an overall client strategy. The SRM is also responsible… more
- Charles Schwab (Campbell, CA)
- …wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk ... or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles… more
- City National Bank (Los Angeles, CA)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * ... employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT… more
- Intuit (Mountain View, CA)
- …money movement and management, workforce solutions, customer engagement and marketing automation, lending , and e-commerce solutions. We are on a journey to build an ... organic and inorganic growth opportunities, as well as disruption risks Development of growth strategies for new offerings, customer segments, geographic markets,… more
- City National Bank (Los Angeles, CA)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * ... the Senior Auditor and or Audit Manager in the development of the audit scope. * Holds preliminary discussions...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- Bank of America (Los Angeles, CA)
- …The Restaurant Group also provides financing available for new unit development and remodels, acquisitions, recapitalizations and working capital. We provide ... knowledge of the bank's products and services in order to identify business development , cross-selling opportunities for new and existing clients as well as focusing… more
- Banc of California (Santa Ana, CA)
- …to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER ... not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair...to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA) + Strong understanding of financial… more
- Wells Fargo (Turlock, CA)
- …find work-life balance and well-being. You'll be rewarded for investing in your community , celebrated for being your authentic self, and empowered to grow. And we're ... to understand appropriate introductions to address the needs of customers with investment or retirement needs + Provide self-service digital banking options to… more