- Umpqua Bank (Walnut Creek, CA)
- …on lending opportunities across the western US for clients within their prospective market . + Demonstrates compliance with all bank regulations for assigned job ... as the relationship lead for all lending, deposit, and all other bank products, collaborating with internal partner experts. Independently identify opportunities for… 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 (Irvine, CA)
- …by Series 7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited ... Financial Assistants when necessary. + 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 (Concord, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westerville/Sr-Credit-Products-Officer--Business-Banking\_25028820) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...an impact. Join us! **Job Description** Assigned as a market or industry level resource, the Senior Credit Products… more
- City National Bank (Newport Beach, CA)
- …BRANCH II* WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the ... risk and compliance, as well as contribute to the market and regional strategy. From the sales and relationship...promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the… more
- City National Bank (San Francisco, CA)
- …present recommendations to targeted clients and prospects as assigned. * Conduct regular market visits and meetings with referral partners to build a strong referral ... mortgage. * May identify business opportunities and solicit referrals of other Bank products or services from existing clients, referral sources and other… more
- Federal Reserve Bank (San Francisco, CA)
- …flexible, encourage and participate in a teamwork environment. **Location: Federal Reserve Bank San Francisco Branch (100% on-site)** 101 Market Street San ... **Company** Federal Reserve Bank of San Francisco We are the Federal...and concrete variables + Must be comfortable using a personal computer operating in a Windows-based environment and be… more
- Umpqua Bank (Irvine, CA)
- …to branch team members and leaders to help identify and recommend appropriate bank products and services to clients. Actively participate in and support Market ... with all lines of business and departments of the Bank to add value and drive broad and appropriate...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 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...* Strong understanding of analyzing various types of middle market credits required. * A thorough understanding of analyzing… 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 ... 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