- 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 (Irvine, 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...shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment… more
- Umpqua Bank (Sacramento, CA)
- …existing clients and new prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and external partners to help educate ... and estate planning strategies. + 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
- Umpqua Bank (Newport Beach, CA)
- …enhancement of existing product and services. + 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
- Bank of America (Los Angeles, 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...outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend… more
- Umpqua Bank (Walnut Creek, CA)
- …risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures ... and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere… more
- City National Bank (San Francisco, CA)
- …management expertise to a team of Relationship Managers ("RM's") across the Bank , with focus on the Investor CRE portfolio consisting of stabilized/mini-perm loans ... the portfolio to ensure the credit quality standards of the Bank are maintained. Prepares credit write-ups, property/borrower/guarantor assessments and related due… more
- City National Bank (Westlake Village, 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 (Santa Monica, 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