- Comerica (San Francisco, CA)
- …to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, ... degree from an accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 years of experience developing and… more
- Banc of California (Los Angeles, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...lending policies. + Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not… more
- Zions Bancorporation (Irvine, CA)
- Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...Monitors and evaluates production and goals. + Responsible for personal loan production and the overall sales effort of… more
- Citigroup (San Francisco, CA)
- …referral volumes between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between Citipriority and ... interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank . + Direct contact for CPWM Senior Management for market results and… more
- LTD Global (Livermore, CA)
- …The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes ... responsible for underwriting and managing adversely graded loans within the Bank 's classified loan portfolio. This includes secured and unsecured commercial loans,… more
- BMO Financial Group (Manteca, CA)
- …and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. + Fosters a culture aligned to BMO purpose, ... their development, and manages poor performance. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and… more
- Scotiabank (San Francisco, CA)
- …Banking is one of the fastest growing and most dynamic groups within the Bank , so the Associate Director can expect to have numerous opportunities to demonstrate ... centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can… more
- Citigroup (San Mateo, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... Responsibilities: + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them… more
- Financial Partners Credit Union (Laguna Woods, CA)
- …by the Orange County Register, the Best Credit Unions to Work For by American Banker , and Best Credit Unions in California by Forbes, is seeking a dynamic, highly ... and provide concierge service, assisting them on using the Personal Teller Machine and convenience services. Setting mobile, online...of all Credit Union deposit accounts. Refer to the Personal Banking Officers for Loans and CUSO for financial… more
- BMO Financial Group (San Ramon, CA)
- This position is a key member of the Bank 's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for ... proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. This role is also responsible for monitoring the… more