- Bank of America (San Francisco, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- US Bank (San Jose, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... activities. + Collaborate with internal partners such as Business Banking Relationship Managers, product management and customer service staff...Eight to ten years of sales experience in the financial services industry - Three or more years of… more
- City National Bank (Los Angeles, CA)
- …* 10 plus years of experience working at a major financial institution on audit and/or management initiatives programs, including management responsibilities ... related supervisory experience *Additional Qualifications* * Strong knowledge of business banking , real estate banking , capital markets, lending, payment… more
- City National Bank (Los Angeles, CA)
- …client sales, referrals, cross sales and retention efforts of the Specialty Banking Relationship Managers. Develops business opportunities by being active in the ... strategies for both new and existing clients. * Regularly accompanies Specialty Banking Relationship Managers on key client visits and assists them with closing… more
- Bank of America (Walnut Creek, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- Banc of California (San Luis Obispo, CA)
- …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 ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- SMBC (Sacramento, CA)
- …of SMBC Group, is being built by a close-knit and fun-loving team of financial services professionals and technology experts who came together for the challenge of ... the journey that has caught the attention of the Banking Dive, and more to reinvent banking ...extensive experience leading data-driven direct mail acquisition strategies for Financial Services products in a highly collaborative and dynamic… more
- Banc of California (Santa Ana, CA)
- …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 ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- BMO Financial Group (San Ramon, CA)
- …customer insights analysis, and competitive intelligence to develop strategy to meet financial and growth plans. + Develops strategic roadmap and new initiative ... Leads the execution of strategic initiatives to deliver on business and financial goals, managing required resources. + Builds interdependent teams that collaborate… more
- City National Bank (Irvine, CA)
- …without issue. Private Banking Division As a member of City National's Private Banking group, you will help deliver tailored financial solutions to high- and ... trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure proposed new relationships… more