- Citigroup (Los Angeles, CA)
- …knowledge of bespoke needs + FINRA Licensing, Series 79, 63, SIE + Sound knowledge of banking and investment products and process as well as a track record of ... example through demonstrating competence in both credit and traditional commercial banking products. Responsibilities: + Ability to earn new client relationships… more
- Bank of America (San Jose, CA)
- …comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank ... Wealth Management Banking Specialist San Jose, California **To proceed with...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Robert Half Finance & Accounting (Modesto, CA)
- …daily cash operations, including monitoring inflows, outflows, and ensuring liquidity across banking and investment accounts. * Develop and maintain detailed ... forecasting models to support financial planning and decision-making. * Evaluate investment opportunities and track key financial metrics to align with… more
- MUFG (Los Angeles, CA)
- …recruitment team will provide more details. **Job Summary:** The Japanese Corporate Banking (JCB) Client Services Analyst's primary responsibility is to assist JCB ... corporate banking clients in responding their inquiries and requests, determining...a wide range of services such as loans, deposit, investment , cash management and foreign exchange (FX), and play… more
- City National Bank (Los Angeles, CA)
- *PREFERRED BANKING RM LL* WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and ... employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship… more
- Wells Fargo (Paso Robles, CA)
- …options and services + Maintain deep knowledge and understanding of Wells Fargo's banking , credit and investment financial solutions and services + Identify ... services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment... Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs… more
- City National Bank (Beverly Hills, CA)
- *SR. ACCOUNT MANAGER- ENTERTAINMENT & SPORTS BANKING * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the ... services. Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship Manager. Maintains complete… more
- PNC (San Francisco, CA)
- …career and complement your education with real-world job experience. Retail Banking provides deposit, lending, brokerage and insurance services and investment ... our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, a retail national...was launched designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside… more
- BMO Financial Group (San Ramon, CA)
- …information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes ... performance and recommends capital allocation strategies that optimize returns with investment objectives. + Leads proposal development and delivers presentations to… more
- Zions Bancorporation (Palo Alto, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a **Private Banking Relationship Manager** in **San Francisco or Menlo Park, CA** . This role ... in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. + Responsible for credit analysis… more