- Citigroup (San Francisco, CA)
- …bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- City National Bank (Los Angeles, CA)
- …and client-directed accounts, to affluent individuals and their families within the Bank 's Personal and Business Banking Group. Provide account maintenance and ... and services. Must be able to communicate effectively and professionally with clients and Bank colleagues of all levels and in a variety of settings. What you will… more
- City National Bank (Los Angeles, CA)
- …support for Investment Management advisors and clients covering our Entertainment Bank , Personal and Business Banking, and Private Banking Clients,Trading ... specific and practical experience to learn, contribute, and integrate within City National Bank .Specific roles will include, but not limited to:Trading and service… more
- City National Bank (Los Angeles, CA)
- …service support for Investment Management advisors and clients covering our Entertainment Bank , Personal and Business Banking, and Private Banking Clients* ... to gain specific and practical experience to learn, contribute, and integrate within City National Bank .Specific roles will include, but not limited to:* Trading and… more
- Umpqua Bank (Windsor, CA)
- Personal Banker Retail Banking Group Windsor, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional...the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating… more
- City National Bank (Santa Clarita, CA)
- *RELATIONSHIP BANKER * *Valencia Branch* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Citigroup (Beverly Hills, CA)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- Citigroup (Los Angeles, CA)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- City National Bank (Burlingame, CA)
- *RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Citigroup (Costa Mesa, CA)
- The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... performance and effectiveness of the sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to… more