- Citigroup (Canyon Country, CA)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...Demonstrated customer service skills + Strong relationship development and management skills + Expertise of general lending … more
- Citigroup (Morgan Hill, CA)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... + Self-motivated and able to work independently + Strong relationship development and management skills + Expertise of general lending products and overall… more
- Citigroup (East Los Angeles, CA)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... will look something like this.** + Be exposed to different areas within Wealth , including Banking, Investments, Lending , Wealth Planning, Chief Operating… more
- JPMorgan Chase (Temecula, CA)
- …offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management , you will create a culture ... commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...promote Advisors + Drive integration with partners from Branch Management , Business Banking and Home Lending to… more
- BMO Financial Group (Los Angeles, CA)
- …generate referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in ... results. (eg sales process, financial planning, presentation skills, estate planning, wealth transfer, client management , etc.) + Leads/participates in the… more
- Wells Fargo (Beverly Hills, CA)
- …include Deposits & Consumer Lending , Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust Services. **About this role:** Wells Fargo ... of financial and investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products and services to help… more
- JPMorgan Chase (San Francisco, CA)
- …to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and ... part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers… more
- Enterprise Bank & Trust (Cerritos, CA)
- …+ Identify deposit driven commercial relationships and present solutions using treasury management , wealth products and other services. + Manages and services ... as a mentor to other relationship managers within the organization and could evolve into a management or team leader role. **Essential Duties and Responsibilities:**… more
- Umpqua Bank (Roseville, CA)
- …products or services including cross market solutions (ie lending , deposits, treasury management , wealth management , etc.). You will leverage the Bank's ... policies, procedures, practices, and documentation. + Advanced knowledge of cash management solutions and deposit solutions, including product , policies,… more
- LTD Global (Livermore, CA)
- …a full range of financial products including personal and business banking, mortgage lending , and wealth management . It distinguishes itself through ... present recommendations for approval to appropriate committees. + Oversee the management and disposition of repossessed assets efficiently. + Ensure risk ratings,… more