- US Bank (Aptos, CA)
- …research, and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client's ... unique situation + Refer and partner with other financial services within other US Bank channels, as...funding + Extensive knowledge of the securities industry, including investment and insurance products and services +… more
- US Bank (Los Angeles, CA)
- …shareholders for the California Asset Management Program (CAMP), a local government investment pool that provides services to municipalities throughout the ... At US Bank , we're on a journey to do our...sales experience, preferably in the public sector/municipal finance, banking, investment management, trust or financial services arenas.… more
- City National Bank (Los Angeles, CA)
- …include: Personal and Employee Benefit Trust Administration, Retirement and Custody Services , Specialty Wealth Assets, Investment Advisory, Broker/Dealer, ... 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… more
- City National Bank (Studio City, CA)
- …ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating client retention and loyalty. The key activities ... to support client success within our SaaS products and services * Active ownership of the CSAT process and...score * Collaborate with other departments as needed to service client needs or act as SME WHAT DO… more
- Umpqua Bank (Walnut Creek, CA)
- …business opportunities. + Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with ... within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a… 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
- US Bank (Glendora, CA)
- …US Bank Global Fund Services (GFS), a subsidiary of US Bank , is one of the country's largest service providers for mutual funds, exchange-traded ... At US Bank , we're on a journey to do our...as required by federal securities laws, including primarily the Investment Company Act of 1940 and Securities Act of… more
- Bank of America (San Francisco, CA)
- …Liquidity, Investment , Payments, Receivables, Foreign Exchange, Card, Trade and Service partners and others across the enterprise to present customized working ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Treasury-Sales-Officer-II\_25033474) **Job Description:** **Job Description:** At Bank of America, each day brings innovation and opportunity.… more
- City National Bank (Los Angeles, CA)
- …real estate, and franchise transactions.The Syndications group at City National Bank resides within the Capital Markets division and focuses on lead-agented, ... which provide an overview of the company, the proposed facilities and the investment considerations are used by potential lenders/investors to analyze the credit and… more
- City National Bank (Beverly Hills, CA)
- …of Bank services . Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship Manager. ... the assigned area of responsibility. * Uses knowledge of bank products and services to consistently evaluate...or equivalent * Minimum 4 years experience in client service , banking operations or relationship management support required. *… more