- Truist (San Francisco, CA)
- …Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax- preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... Develop new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. + Profile the full… more
- US Bank (Los Angeles, 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 ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...excellence, growth and profitability of the region. Maintains a personal pipeline of retail mortgage loans. Recruits, interviews and… more
- City National Bank (Santa Monica, CA)
- …& Business clients - deep knowledge of CNB's offering, particularly those catered to Preferred , personal , or small business clients. * Regulatory / Compliance - ... IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing...segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients… more
- Umpqua Bank (CA)
- …and existing commercial business relationships. CSM is a second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan, deposit, and ... to undercover potential client needs + Partners with the Banker as the second, primary point of a contact...for loans, deposits and core fees to ensure the bank meets its overall financial targetsand balanced-growth objectives. Achieves… more
- Citigroup (Los Angeles, CA)
- …is knowledgeable about the debt capital markets, and knows how to position the bank to compete for lead capital markets roles. This strategic player is also ... should have a strong understanding of the full product capabilities of the bank and understand how best to position against our competition. The Relationship Manager… more
- Citigroup (San Francisco, CA)
- …issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and ... investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business… more
- Citigroup (San Francisco, CA)
- …affects the overall performance and effectiveness of the sub-function/job family.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and ... investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business… more
- Umpqua Bank (Los Molinos, CA)
- …Role:** This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence in the branch, supervising ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Enterprise Bank & Trust (Chula Vista, 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...etc. Is cross-trained in and is able to perform personal banking activities consisting of offering a full range… more