• Sr. Credit Products Officer- Business Banking

    Bank of America (Concord, CA)
    …Treasury Management where applicable that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic ... Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions… more
    Bank of America (07/31/25)
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  • Citi Private Bank - SVP, Investment Counselor

    Citigroup (San Francisco, CA)
    …range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help ... advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in… more
    Citigroup (07/26/25)
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  • VP, Investment Counselor - Citi Private Bank

    Citigroup (San Francisco, CA)
    …range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help ... advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in… more
    Citigroup (07/04/25)
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  • SeniorProduct Manager

    Tomo Credit (San Francisco, CA)
    …financial future. Key Responsibilities: + Develop and execute a forward-thinking product vision and strategy that aligns with TomoCredit's long-term business ... research, competitive analysis, and user research to identify new product opportunities and areas for growth. + Own and...some of the most seasoned FinTech executives from Square, Lending Club, and American Express, or build your own… more
    Tomo Credit (07/15/25)
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  • Personal Banker

    Sacramento Credit Union (Sacramento, CA)
    …and keep registration information current. + *Meets or exceeds established goals in product sales and service quality as assigned by the Branch Manager. + *Submit, ... dates, and other relevant data. + *Adhere to all Lending policies, procedures, and guidelines. + *Refer member's mortgage...+ Working knowledge of financial services products and basic lending practices is desired. + Demonstrated sales ability in… more
    Sacramento Credit Union (08/23/25)
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  • VP, Branch Manager

    Banc of California (Goleta, CA)
    …status of existing customers; motivates and monitors staff in cross selling and product presentation compared to goals; meets with customers to discuss needs or ... Work related experience should consist of branch management, operations and/or lending experience within the financial serves industry. + Prior experience in… more
    Banc of California (08/21/25)
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  • Credit Officer II Corporate Banking

    City National Bank (Los Angeles, CA)
    …Team Lead, or Credit Manager's request to facilitate delivery of credit product and/or assist in problem resolution. Contacts borrowers directly, for additional ... partnership with Relationship Manager. * Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Credit Manager and appropriate… more
    City National Bank (08/17/25)
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  • Senior ESOP Relationship Manager

    City National Bank (Irvine, CA)
    …Subject Matter Expert who leads the development of the banks ESOP lending platform nationwide. Strong track record of independently originating, structuring, and ... into key markets like Texas). * Collaborate with marketing, product , and credit policy teams to develop tools, materials,...Minimum 7-10 years of experience in commercial or corporate lending with a strong focus on ESOP transactions. *Additional… more
    City National Bank (08/16/25)
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  • Senior Lead Fiduciary Advisory Specialist - Estate…

    Wells Fargo (San Francisco, CA)
    **Banking, Lending , & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... based on needs related to banking, custom lending , and trust services. These bank specialists leverage resources,...and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes… more
    Wells Fargo (08/13/25)
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  • Residential Mortgage Analytics Manager

    City National Bank (Los Angeles, CA)
    …of the business that have aP&L impact. * Provide support to the pricing, product , and portfolio team on initiatives, with a focus on profitability and business ... or accounting experience *Additional Qualifications* * Deep understanding of a Residential Lending P&L and the key drivers of success * Deep understanding of… more
    City National Bank (08/09/25)
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