- Bank of America (Mill Valley, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- City National Bank (Los Angeles, CA)
- …on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the ... in a timely manner. * Complies fully with all Bank Operational and Credit policies and procedures as well...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- Bank of America (San Jose, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- US Bank (Pleasanton, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then… more
- City National Bank (San Francisco, CA)
- …the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III is also responsible for ... and provides a final Workbook to the Processor * Ensures compliance with bank and statutory/regulatory guidelines * Client Satisfaction * Promotes a team environment… more
- Columbia Bank (Los Angeles, CA)
- …or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering ... a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. +… more
- KeyBank (San Francisco, CA)
- **Location:** 1675 Broadway - Denver, Colorado 80202 **JOB** **BRIEF (PURPOSE)** Key Bank Community Development Lending and Investment (CDLI) is looking for an ... experienced community development leader to join our growing team. The Underwriting Team Leader will lead a team of Sr. Underwriters, Underwriting Project Managers, and Underwriting Associates responsible for analyzing and closing Affordable Housing real… more
- City National Bank (Los Angeles, CA)
- …conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client ... reflected in the IPS for managed investments. * Ensure that regular, tailored investment and relationships reviews occur between client team and client. * For those… more
- Bank of America (San Francisco, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Credit-Officer-II Covered\_25044603-2) **Job Description:** At Bank of America, we are guided ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...transactions, and maintains a close working relationship with Global Investment Banking. The team brings its industry specialization and… more
- Columbia Bank (Irvine, CA)
- CRE Underwriting Director Commercial Banking Irvine, California **Description** **About Us:** At Columbia Bank , we create a great place to work by offering a unique ... Builder Finance, Affordable Housing, and small ticket Multifamily) for non-owner-occupied investment income real estate. Ensure accuracy and compliance within a… more