- Bank of America (Los Angeles, CA)
- …* Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's ... up to and including termination. **Responsibilities:** * Provides specialized and personalized service offering advice and guidance to financial center clients… more
- Wells Fargo (Jackson, CA)
- …you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, ... in the top three - making us the #1 financial services employer - on the 2025...Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and… more
- City National Bank (Los Angeles, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... the Bank. * Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the… more
- Medtronic (Los Angeles, CA)
- …chain, commercial, and tax planning goals. + Build and maintain strong banking relationships, negotiating competitive financial services agreements and ... finance leadership team, you will oversee global cash flow, financial risk, capital structure planning, and banking ...computer, and communicate with peers and co-workers. Contact your manager or local HR to understand the Work Conditions… more
- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client… more
- Bank of America (Walnut Creek, CA)
- …and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client… more
- TD Bank (San Francisco, CA)
- …Restricted lists. + Chaperone interactions and communications between Research and Investment Banking . + Review and approve US and Canadian equity Research with an ... US and Canadian Research rules. + Daily engagement with Research and Investment Banking to provide advice and guidance to business partners, conduct deal updates,… more
- Banc of California (San Luis Obispo, CA)
- …of three(3) to five (5) years of commercial loan administration and financial services experience including: loan documentation preparation, loan closing and ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small,...a broad range of loan and deposit products and services , with full- service branches throughout California and… more
- City National Bank (Beverly Hills, CA)
- …* Bachelor's Degree or equivalent * Minimum 1 year of experience in the financial services industry * Minimum 3 years of experience with Microsoft Excel ... across the full spectrum of the needs of Entertainment Banking Teams and Business Manager Relationships to...client facing job experience, experience in investments or other financial services industries * Strong interpersonal, verbal… more
- City National Bank (Irvine, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new… more