- Bank of America (Los Angeles, CA)
- …Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements ... and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on… more
- Bank of America (San Francisco, CA)
- …Skills . Prospecting . Written Communications . Active Listening . Business Development . Credit and Risk Assessment . Data Collection and Entry . Pipeline ... and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on… more
- City National Bank (Los Angeles, CA)
- …other regulatory affairs. * For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). * For Wealth Management Compliance roles, experience ... channels, and track implementation of remedial response(s) by the Bank . * Assist in scheduling and attend meetings for...Executives. * Working knowledge in a broad range of risk management disciplines including credit , market, and… more
- Columbia Bank (Rocklin, CA)
- …or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer ... consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the...MLO for open-end transactions (ie, home equity lines of credit ) only. **Be a part of a bank… more
- Huntington National Bank (Sacramento, CA)
- …interactions. + Maintains an updated qualified prospect list that aligns with the risk profile of the bank . Maintains updated pipeline and proactively works ... mitigate credit risks, make recommendations on appropriate credit structure, and effectively articulate bank recommendation...experience working directly as a Technology & Telecom Relationship Manager + Series 63 and 79 + Deep Subject… more
- Bank of America (Beverly Hills, CA)
- …identify new business development opportunities + Sources new clients in alignment with the bank 's established risk appetite + Leads the client team to deliver ... and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on… more
- Columbia Bank (Lakeport, CA)
- …clients, the Client Service Specialist(Teller)playsa key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Branch ... Manager and Assistant Branch Manager , the Client...are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. The CSS role is… more
- Columbia Bank (Templeton, CA)
- …the Client Service Specialist (Teller) plays a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Branch Manager ... banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. The CSS role is also responsible… more
- City National Bank (Los Angeles, CA)
- …clients. Works directly with clients in all areas of deposit and credit operations (new accounts, wires, transfers, account activity, online banking etc.) Provides ... and identifies "root cause" of errors/discrepancies identified. Relieves Relationship Manager from performing account specific servicing tasks. WHAT WILL YOU… more
- Columbia Bank (Napa, CA)
- …the Client Service Specialists (Teller) play a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Float Manager , ... transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. The CSS-Float role is also responsible… more