- Umpqua Bank (San Diego, 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
- 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
- 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 ... and credit worthiness of borrowers and evaluates collateral performance and market trends. Pro-actively manages the portfolio to ensure the credit quality… more
- US Bank (Aptos, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… 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
- Umpqua Bank (Sacramento, CA)
- …or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering ... Other responsibilities as assigned. + Demonstrates compliance with all bank and broker/dealer regulations for assigned job function as...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- City National Bank (Los Angeles, CA)
- …team of auditors to assess risks and internal control environment of the bank 's Wealth Management businesses. This individual will develop and execute detailed audit ... to evaluate the adequacy of the operational processes to meet bank policies and procedures and regulatory requirements, identify data analytic opportunities,… more
- Citigroup (Beverly Hills, CA)
- …the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior ... to internal and external clients, incorporating the views of The Private Bank 's Investment Committee. + Prepare investment policy statements for prospective clients… more
- M&T Bank (Costa Mesa, CA)
- …internal software applications Demonstrated sense of ownership in jobs or projects M&T Bank is committed to fair, competitive, and market -informed pay for our ... and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of… more
- Citigroup (San Francisco, CA)
- …Manager to join our growing Healthcare Industry Vertical within Citi's Commercial Bank (CCB). Target market includes companies in the Medical Device, ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more