- City National Bank (Los Angeles, CA)
- …team of auditors to assess risks and internal control environment of the bank 's Wealth Management businesses. This individual will develop and execute detailed audit ... to evaluate the adequacy of the operational processes to meet bank policies and procedures and regulatory requirements, identify data analytic opportunities,… more
- Bank of America (San Diego County, CA)
- …specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more
- City National Bank (San Francisco, CA)
- …management expertise to a team of Relationship Managers ("RM's") across the Bank , with focus on the Investor CRE portfolio consisting of stabilized/mini-perm loans ... the portfolio to ensure the credit quality standards of the Bank are maintained. Prepares credit write-ups, property/borrower/guarantor assessments and related due… more
- City National Bank (Westlake Village, CA)
- …relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and ... provide effective solutions, while maintaining the credit quality standards of the bank . * Develops relationships and supports other CNB departments and colleagues… 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 (Oxnard, CA)
- …specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more
- Bank of America (San Francisco, CA)
- …specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more
- Bank of America (San Francisco, 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 (Rancho Palos Verdes, 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