- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...YOU'LL BRING** + High School diploma required, Bachelor's degree preferred . + Five (5) + years of related work… more
- Citigroup (San Francisco, CA)
- …referral volumes between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between Citipriority and ... interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank . + Direct contact for CPWM Senior Management for market results and… more
- LTD Global (Livermore, CA)
- …The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes ... for underwriting and managing adversely graded loans within the Bank 's classified loan portfolio. This includes secured and unsecured...of the Bay Area industries and real estate market preferred + Loss mitigation, or loan workout experience is… more
- BMO Financial Group (Manteca, CA)
- **Bilingual in Spanish and English or Punjabi and English is preferred .** Guides, directs, and coaches employees to deliver exceptional service to BMO customers and ... in compliance with legal and regulatory requirements and the Bank 's policies and processes. + Fosters a culture aligned...and manages poor performance. + Probes to understand customer personal banking and credit card needs and integrates marketing… more
- Scotiabank (San Francisco, CA)
- …Banking is one of the fastest growing and most dynamic groups within the Bank , so the Associate Director can expect to have numerous opportunities to demonstrate ... centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can… more
- JPMorgan Chase (San Jose, CA)
- …resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to ... and decision-making skills. + Ability to understand new investment products, Advisor/ Banker compensation plans, and firm-wide policies and procedures to conduct… more
- Citigroup (San Mateo, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... Responsibilities: + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them… more
- Financial Partners Credit Union (Laguna Woods, CA)
- …by the Orange County Register, the Best Credit Unions to Work For by American Banker , and Best Credit Unions in California by Forbes, is seeking a dynamic, highly ... greet members and provide concierge service, assisting them on using the Personal Teller Machine and convenience services. Setting mobile, online and e-Banking.… more
- BMO Financial Group (San Ramon, CA)
- This position is a key member of the Bank 's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for ... proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. This role is also responsible for monitoring the… more
- PNC (Walnut Creek, CA)
- …clients by maintaining highly effective relationships with service partners throughout the Bank . CSSs assists the deal team with providing superior client servicing, ... commercial loan documentation, initiating funding and booking of loans, research regarding bank products, providing various reports to the deal team and maintaining… more