- UMB Bank (Sacramento, CA)
- …benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with ... of credit underwriting + Demonstrates strong knowledge of bank products, services , and bank operations + Demonstrates ability to interpret policies/procedures, loan… more
- UMB Bank (Sacramento, CA)
- …assumptions and satisfy any approval conditions. + Provide recurring customer service to existing and prospective clients, which includes direct contact with ... investment CRE property types Demonstrates strong knowledge of bank products, services , and bank operations + Ability to interpret policies/procedures, loan… more
- US Bank (Rancho Cucamonga, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients and makes appropriate referrals. Basic… more
- Columbia Bank (San Luis Obispo, CA)
- … insurance , tuition assistance, mental health resources, identity theft protection, legal support , auto and home insurance , pet insurance , access to ... for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because… more
- US Bank (San Francisco, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... in presenting credit requests to Credit Approval, and identifies products and services that meet customer needs and making appropriate referrals. Higher levels may… more
- US Bank (San Francisco, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... The Relationship Manager will sell appropriate bank products and services to those prospects and clients, identifying and successfully...equivalent experience - 10 or more years of commercial lending experience - Three or more years of management… more
- JPMorgan Chase (San Francisco, CA)
- …clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across JP Morgan ... strategies as well as in concentrated position management, corporate executive services , and pre-liquidity transaction planning. + Partner with field leadership and… more
- SF Fire Credit Union (San Francisco, CA)
- …that have shaped us: Shared trust, continuous innovation of products and services , competitive rates, and excellent member service . These qualities foster ... influence. + Collaborate cross-functionally with Marketing, Community Impact, Retail, and Lending teams to activate, optimize, and sustain partnership initiatives. +… more
- JPMorgan Chase (Woodland Hills, CA)
- …relationships and calling **Required Qualifications, Capabilities and Skills** + Seven plus years lending or credit support related experience with a focus on ... business relationships + Understanding of Commercial Banking products and services + Methodical approach to market activities and prospecting, demonstrate proven… more
- City National Bank (Los Angeles, CA)
- …trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other ... Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all...City National Bank operates. * Keeps informed of new services , products and events that have a significant technology… more
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