- Banc of California (Chicago, IL)
- …Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). + Basic skills in computer terminal and ... customers and prospects. + Proactively and efficiently oversee the analyst workflow inbox, prioritizing high importance assignments, and conducting follow-up… more
- City National Bank (Chicago, IL)
- …Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership role and as technical resource for advisors. * Ensure ... and strategies of the client. * Manage cash flow, reinvestment and liquidity requirements. * Communicate to clients about...TO SUCCEED? *Required Qualifications** * CFA - Charter Financial Analyst * Master's Degree * A minimum of 10… more