- Umpqua Bank (Walnut Creek, CA)
- …as the relationship lead for all lending, deposit, and all other bank products, collaborating with internal partner experts. Independently identify opportunities for ... for driving overall relationship strategy focused on enhancing relationships across multiple bank products. + Lead, direct, and coordinate the underwriting team in… more
- Umpqua Bank (Walnut Creek, CA)
- …sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated, but also in partnership with community lending ... product the company offers through other areas of the bank . + Completes annual training requirements including all BVS...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- City National Bank (Los Angeles, CA)
- …the Personal & Business Banking Division and throughout the bank and capable of establishing professional expertise through integrity, dedication, and strategic ... with other sales colleagues. Works closely with leadership within the Personal & Business Banking Division, commercial banking, preferred banking, private banking,… more
- Umpqua Bank (Irvine, CA)
- …in close partnership with the business unit and other departments throughout the bank . Is relied upon by the business unit for knowledge of required processes ... Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Umpqua Bank (Santa Rosa, CA)
- …robust validation reports. Will identify items posingsignificant model risks to the bank , propose plans to address those risks, and present recommendations for ... responsibility. + Identify emerging model risk issues impacting the Bank , changes in industry best practice related to model...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Bank of America (San Francisco, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… more
- Bank of America (Walnut Creek, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in… more
- Umpqua Bank (Redding, CA)
- …implementing products and services. + Coordinates with other departments in the bank and third-party vendors to ensure products and services are implemented within ... using Commercial Online Banking. + Demonstrates compliance with all bank regulations for assigned job function and applies to...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Bank of America (San Francisco, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- Umpqua Bank (San Diego, CA)
- …communicated to prevent any business interruptions. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more