- Bank of America (San Francisco, CA)
- …its industry specialization and solutions to support the financial needs of healthcare services , life sciences and medical technology companies. This position ... grow, and make an impact. Join us! **Job Description:** Bank of America's Transformative Healthcare segment is... industry including traditional banking, capital raising and advisory services . This group is a specialized team within the… more
- US Bank (Rancho Cucamonga, CA)
- …disability licenses **Preferred Skills/Experience** - Strong knowledge of the financial services industry, specifically with investment advisory and brokerages ... At US Bank , we're on a journey to do our...Job Description Provides sales, processing, operational, administrative and customer service support to Financial Advisors of US Bancorp Investments.… more
- Columbia Bank (Los Angeles, CA)
- …business opportunities. + Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with ... success. Advisors will have access to a shared financial services assistant. Advisors will be eligible to have a...Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus… 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 6 years experience in client service , banking operations or relationship management support required. *… more
- City National Bank (El Segundo, 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
- Columbia Bank (Irvine, CA)
- …quality skills. * Expert knowledge of Wholesale Commercial Real Estate (non-owner-occupied investment income real estate) products and services that result in ... CRE Underwriting Director Commercial Banking Irvine, California **Description** **About Us:** At Columbia Bank , we create a great place to work by offering a unique… 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
- Columbia Bank (Santa Barbara, CA)
- …Estate planning and taxation. + Extensive knowledge of Columbia Banking, Trust Services , Taxation planning, Asset Allocation concepts and Investment related ... a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PCA leads our team-based … more
- US Bank (San Francisco, CA)
- …as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank . Working within delegated authority and/or ... At US Bank , we're on a journey to do our...interpersonal, verbal and written communication skills + Exceptional customer service skills + Ability to identify and resolve exceptions… more
- Columbia Bank (Los Angeles, CA)
- …+ Coordination of business development efforts of sales, administrative and investment staff. + Monitors and coordinates activities to ensure all compliance ... to promote office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job… more