- City National Bank (San Diego County, CA)
- * PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and...growth and development of PB and City National Bank . * May partner with another CA and manage ... profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment...* Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and… more
- Columbia Bank (San Diego, CA)
- …achieve this through the dedication of ourassociates. We value Trust, Ownership, Growth , Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to ... Together for better. **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on… more
- KeyBank (CA)
- …utilize the full breadth of Key's product platform which includes traditional bank products and capital markets executions. Sr Relationship Managers also drive the ... financial performance of the team through profitable revenue growth , active portfolio management and a strong risk management...by the client as a valued business partner (financial strategist ). Provides the client with knowledge and access to… more