- City National Bank (San Francisco, CA)
- …active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB ... relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and… more
- City National Bank (City Of Industry, CA)
- …OFFICER* WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and provides information ... about Bank products and services that can enhance prospect's financial...with management to plan business development opportunities. Maintains limited personal contact with new customers and collaborates with relationship… more
- City National Bank (Beverly Hills, CA)
- …operational integrity of the assigned area of responsibility. * Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in ... problems, answers questions related to customer accounts and utilization of bank products and services. Works with customers and/or business management firms… more
- City National Bank (Los Angeles, CA)
- …the overall credit risk and effectiveness of credit risk management processes of the Bank . CRR also serves as an internal advisor to lending units and credit ... the assessment of credit risk and the administration of Bank credit/loan exposure; analyzes and monitors the quality of...Thorough knowledge and operational skills in the use of personal computers and various software packages, including Excel and… more
- City National Bank (Los Angeles, CA)
- …SENIOR* WHAT IS THE OPPORTUNITY? Provides ongoing operational support to Personal & Business Banking, Entertainment, Private and Commercial Banking Services. ... and appropriately. * Manages system provider relationship: attends meetings as the bank 's representative; acts as liaison between vendor and application users; works… more
- City National Bank (Los Angeles, CA)
- …reporting. The Compliance Analyst will report to a supervisor within the City National Bank enterprise Conflicts of Interest Office. What you will do * Review and ... employee requests regarding outside business activities, private securities transactions, personal brokerage accounts, gifts and/or entertainment to clients, and… more
- City National Bank (Los Angeles, CA)
- …on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the ... and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and...in a timely manner. * Complies fully with all Bank Operational and Credit policies and procedures as well… more
- Bank of America (Newport Beach, 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...Advisor (FA) business needs, while ensuring adherence to the bank 's compliance policies and procedures + Coaches FAs, Client… more
- Umpqua Bank (Irvine, CA)
- …sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated. + Oversee the outside sales and origination of ... and various financial products the company offers through other areas of the bank . + Complete annual training requirements including all BVS courses before due dates… more
- Bank of America (Monterey, 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...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more