- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Bank of America (Santa Maria, CA)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC-Client-Service-Representative Santa-Maria- Financial -Center\_25036820) **Job ... FC Client Service Representative - Santa Maria Financial Center Santa Maria, California **To proceed with...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Enterprise Bank & Trust (Anaheim, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional… more
- Columbia Bank (Auburn, CA)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...(Teller) play a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the… more
- Enterprise Bank & Trust (San Juan Capistrano, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional… more
- City National Bank (Irvine, CA)
- …with Relationship Manager. * Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Credit Manager and appropriate ... WHAT WILL YOU DO? * Reviews loan requests, historical financial information, cash flow projections and third party reporting...ensure all loan are documented to fully protect the Bank 's interests in the credit relationship . Reviews… more
- Citizens (Newport Beach, CA)
- … Recruiter is responsible for leading full-cycle recruitment for Private Bank roles, including relationship managers, lending specialists, underwriters, and ... to deliver strategic talent acquisition solutions that align with the Private Bank 's growth objectives and market expansion. Acting as a trusted Talent Advisor,… more
- City National Bank (Beverly Hills, CA)
- …on a regular basis. Identifies potential problems and takes appropriate action necessary to avoid financial loss to the Bank . * May set up merchant accounts by ... is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with… more
- Bank of America (Westlake Village, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- Bank of America (Los Angeles, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more