- Umpqua Bank (Walnut Creek, CA)
- …sales related activities within a Community & Business Banking, and/or Middle Market portfolio and in an assigned region. + Prepare customized sales proposals, ... management solutions through needs analysis approach, and use of bank leads technology (USLs). Follow up by phone, or...on sales referrals from Community & Business Banking and/or Middle- Market bankers with your TMC. + Responsible for follow… more
- City National Bank (Irvine, CA)
- …in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database ... Policy Statement and investment objective selection. * Participate with Private Banker and Portfolio Manager when further asset allocation tailoring is needed… more
- Enterprise Bank & Trust (Los Angeles, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...lending officers on larger, more complex credits. + Monitors market conditions, observing competitor impact and makes recommendations to… more
- Enterprise Bank & Trust (San Diego, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...next steps. + Research, review and analyze industry data, market studies, and competitive information. + Review reporting and… more
- Enterprise Bank & Trust (Cerritos, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...lending officers on larger, more complex credits. + Monitors market conditions, observing competitor impact and makes recommendations to… more
- City National Bank (Los Angeles, CA)
- …in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database ... Policy Statement and investment objective selection. * Participate with Private Banker and Portfolio Manager when further asset allocation tailoring is needed… more
- Citigroup (San Francisco, CA)
- This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT& C national vertical group. The Software coverage universe ... sub sectors, inclusive of fin-tech, generating annual revenues of $100MM -$3BN. Banker would be responsible for originating and managing Citi's coverage and… more
- Bank of America (Beverly Hills, 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...business by proactively managing the client experience across the Market . A training role to learn and understand the… 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 ... 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
- BMO Financial Group (Novato, CA)
- …and profitability goals in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will act as an originator ... a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with… more