- Umpqua Bank (Sacramento, CA)
- …Estate planning and taxation. + Extensive knowledge of Umpqua 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 (Los Angeles, 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...business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns… more
- US Bank (Torrance, 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 ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Umpqua Bank (Walnut Creek, 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
- City National Bank (Beverly Hills, CA)
- …WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth ... sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. * Lead region...2 years of experience in investments or other financial services industries. * Minimum of 2 years of experience… more
- City National Bank (Los Angeles, CA)
- …reporting through RBC channels, and track implementation of remedial response(s) by the Bank . * Assist in scheduling and attend meetings for examiners with senior ... stakeholders and regulators, as well as effectively building relationships within the Bank . * Exceptional writing skills, with ability to synthesize complex concepts… more
- City National Bank (Irvine, CA)
- …commercial and corporate banking teams. The role also includes serving as the bank 's internal expert on ESOP finance, helping drive our positioning and strategy in ... and business characteristics aligned with portfolio goals. * Expand the bank 's market presence by developing referral relationships with ESOP advisors, trustees,… more
- City National Bank (Los Angeles, CA)
- …Team player with ability to take direction from all levels of Bank management, as well as drive key initiatives and department strategy independently; ... within the LOB and track performance thereof; communications with key partners in the Bank . * Key person involved in the collateral performance and review for sales… more
- City National Bank (Los Angeles, CA)
- …to the Trust Operations team. Position will serve as a liaison between City National Bank and SEI Private Trust Company. WHAT WILL YOU DO? * Acts as a liaison ... to incoming and outgoing wire transfers. * Responsible for processing investment transactions and reconciling account information; * Reviewing system records and… more
- City National Bank (Los Angeles, CA)
- *MANAGER OF CONTROLS & SURVEILLANCE* WHAT IS THE OPPORTUNITY? City National Bank - Fraud Risk Department is on a mission to establish Modernized, Best-in-class and ... threat landscape. To deliver on this objective, City National Bank is looking for seasoned Fraud Leader that is...Solutions. This role is part of the Banking and Investment servicesThe Fraud Controls and Surveillance lead is responsible… more