- City National Bank (West Hollywood, CA)
- …YOU DO? * Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank * Responsible for revenue production goals ... work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote… more
- City National Bank (Irvine, CA)
- …be achieved through proactive and consultative client engagement, delivering the Bank 's exemplary level of service, and identifying tailored banking solutions to ... defined business development plan that is consistently applied and incorporates disciplined sales and service practice. They will focus on retention and expansion of… more
- Columbia Bank (Los Angeles, CA)
- …sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated, but also in partnership with community lending ... managers. + Responsible for the outside sales and origination of self-generated residential mortgages. Customarily and...product the company offers through other areas of the bank . + Completes annual training requirements including all BVS… more
- City National Bank (San Francisco, CA)
- …conferred. Develop investment strategy with the assistance of the Bank 's investment team. Interfaces with clients, administrators, co-trustees, beneficiaries, ... * Assure that trust policies, programs and procedures coincide with division and bank objectives * Stay abreast of new developments pertaining to trust regulation,… more
- US Bank (Aptos, CA)
- At US Bank , we're on a journey to do our best....the resources of a Fortune 150 company with the personal feel of a smaller company + Marketing warm leads ... 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
- Columbia Bank (Encino, CA)
- …with a focus on the profitability of those relationships. This is a sales - and solutions-focused position. + Business development of current and new commercial ... financial solutions to clients from all areas of the Bank + Advise clients on financial solutions and strategies...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (San Jose, CA)
- …with a focus on the profitability of the relationship. This is a sales - and solutions-focused position. + Business development of new private banking client ... financial solutions to clients from all areas of the bank . + Advise clients on financial solutions and strategies....corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… 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 ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor… more
- Bank of America (San Jose, CA)
- …Wealth Management Client Associates help 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
- Columbia Bank (Los Angeles, CA)
- …existing Commercial Deposit Relationshipsresulting inprofitable deposit growth for the Bank . + Manage customer relationships and proactively study industrial, ... partners to execute on providing a comprehensive suite of bank deposit solutions to our Commercial clients. + Manage...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more