- Umpqua Bank (Newport Beach, CA)
- …implement effective solutions. + Extensive analytical, problem solving, excellent customer service , organizational and interpersonal skills. Excellent written ... Senior Treasury Management Consultant Commercial Banking Newport Beach, California Irvine, California San Diego,... experience . + More than 10 years of experience in treasury management sales, service and/or… more
- City National Bank (San Francisco, CA)
- …underwriting, as procedures dictate, to ensure timely processing and best in industry customer service * Complete the loan application and related processes with ... first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales… more
- City National Bank (Beverly Hills, CA)
- …and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining ... of product solutions to client needs. Provides responsive, quality service . Approves transactions within delegated authority. Manages overall relationship… more
- Citigroup (San Francisco, CA)
- …the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster ... and reporting control issues with transparency. **Qualifications:** + 0-2 years of relevant experience + Previous banking , retail, or sales experience … more
- Bank of America (San Diego County, CA)
- …in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment ... in a demanding environment. * At least three years' experience working in the financial service industry...equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus… more
- Bank of America (Oxnard, CA)
- …in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment ... in a demanding environment. + At least three years' experience working in the financial service industry...licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus… more
- Bank of America (San Francisco, CA)
- …in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment ... in a demanding environment. + At least three years' experience working in the financial service industry...licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus… more
- City National Bank (Los Angeles, CA)
- …or mortgage banking environment required. * Minimum 7 years of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required ... * Identifies issues and recommends appropriate resolution within policy service level agreements * Analyzes and determines the financial...or related discipline with 10 or more years of experience in a mortgage banking environment required… more
- Banc of California (Santa Ana, CA)
- …at least two (2) years in an investigative role or equivalent. + Experience in reviewing customer transactions and information for potentially suspicious ... BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Our Corporate & Investment Banking Front Office Quantitative Model Development Team is working on a strategic buildout initiative. This ... our ability to partner and deliver excellent quality and service to our trading and sales partners as our...Vice President level role within the Corporate & Investment Banking organization (CIB). The successful candidate will be part… more