• Personal Banker

    Umpqua Bank (Napa, CA)
    …Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. + Provide excellent client service by providing immediate ... recommendations and follows through on commitments to clients. + Maintains direct contact with external and internal clients and consistently provides proactive… more
    Umpqua Bank (05/10/25)
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  • Manager Branch II

    City National Bank (Newport Beach, CA)
    …the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful in their respective roles, providing regular coaching and ... Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES...branch environment * Minimum 5 years of experience performing lending and business development activities * Must be in… more
    City National Bank (05/02/25)
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  • Relationship Manager II

    City National Bank (Palo Alto, CA)
    …maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank ... Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity...Bachelor's Degree or equivalent * Minimum 5 years of direct sales experience required. * Minimum 5 years of… more
    City National Bank (05/02/25)
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  • Managing Director, Group Manager - Emerging Middle…

    BMO Financial Group (City Of Industry, CA)
    …of their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal candidate will actively ... of 15 years in financial services industry experience in a corporate lending environment with solid achievements in developing business. + Formal credit training… more
    BMO Financial Group (04/24/25)
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  • Relationship Manager Senior

    City National Bank (Woodland Hills, CA)
    …maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank ... Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity...Bachelor's Degree or equivalent * Minimum 5 years of direct sales experience required. * Minimum 5 years of… more
    City National Bank (04/16/25)
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  • Remote Funding Manager, Wholesale

    Carrington (Aliso Viejo, CA)
    …fully trained and current on all policies/procedures. + Acts as liaison with direct reports, internal staff, sales staff, vendors and brokers to resolve outstanding ... you'll need:** + Excellent knowledge of the mortgage origination process in wholesale lending + Knowledge of RESPA regulations as it pertains to TRID + Excellent… more
    Carrington (04/02/25)
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  • Financial Services Producer

    Hendrick Automotive Company (Murrieta, CA)
    …to dealership customers. Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the ... Maintains AFIP Certification. + Acts as liaison between the customer and the lending institution. + Ensures adherence to F&I reporting requirements of company. +… more
    Hendrick Automotive Company (03/04/25)
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  • Human Services Administrator III - Capital Access

    The County of Los Angeles (Los Angeles, CA)
    …regions to develop service resources and to gain community support; may direct a departmental community liaison program. Directs community workshops and participates ... the organization, and controlling the organization through supervision of subordinates who direct various units. Highly Responsible is defined as staff experience at… more
    The County of Los Angeles (04/12/25)
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  • Manager Client Services

    City National Bank (Beverly Hills, CA)
    …* Manage workflow, establish priorities, and determine work assignments for direct reports. * Determine work assignments in conjunction with Private Banker ... and give on-going performance feedback. Conduct annual performance appraisals for direct reports. * Hire, train, coach, counsel and provide general direction… more
    City National Bank (05/16/25)
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  • SSG Operations and Reporting Manager

    City National Bank (Los Angeles, CA)
    …appropriately. * Manages and directs staff, interacting with internal colleagues to guide, direct , problem solve and answer inquiries. Plays a key role as an advisor ... requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) and to complete all required training… more
    City National Bank (05/17/25)
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