- Financial Partners Credit Union (Downey, CA)
- …highly motivated individual with a proven track record of success to join our team as a Personal Banking Officer in our Downey branch. As a Personal ... Banker, you will be assisting members with various loan options, explaining features of all our products and services, opening accounts and referring members for financial planning, investments and insurance products. Primary duties of this unique opportunity… more
- HSBC (Irvine, CA)
- …needs and support Wealth Relationship Managers to achieve their plan and Wealth and Personal Banking business they are responsible for + Have regular contact ... need to demonstrate a working knowledge of investments and retail banking . As our Wealth Relationship Officer you will: + Provide high quality sales support to… more
- Citigroup (Mission Viejo, CA)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- Columbia Bank (San Jose, CA)
- Healthcare Business Development Officer Wealth Management San Jose, California Walnut Creek, California Reno, Nevada San Luis Obispo, California **Description** ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...Together for better. **About the Role:** A business development officer specializing in healthcare develops, advises, and solicits new… more
- Citigroup (San Ramon, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, and… more
- Financial Partners Credit Union (Brea, CA)
- …the selection and opening of all Credit Union deposit accounts. Refer to the Personal Banking Officers for Loans and CUSO for financial planning, investments and ... success to join our team as a Member Service Officer at our Brea Branch. PURPOSE OF JOB To...and provide concierge service, assisting them on using the Personal Teller Machine and convenience services. Setting mobile, online… more
- City National Bank (Los Angeles, CA)
- …("CNB") Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Personal and Business Banking and will partner with the Risk Framework ... to aid in implementation of regulation, rules, and risk management requirements within Personal and Business Banking * Analyze, evaluate and periodically review… more
- MUFG (Los Angeles, CA)
- …first contact officer for clients for matters relating to all banking services and advise clients, where possible, concerning business management and financial ... relationships with both existing and potential clients to deliver comprehensive banking services and cross-sell MUFG products, while effectively managing credit risk… more
- JPMorgan Chase (Irvine, CA)
- …real-world challenges that impact our company, customers, and communities. As a Credit Officer in the Credit Risk team, you will be conducting the essential credit ... experience in commercial real estate lending or 3 years in other banking /finance experience. + Good understanding of multifamily real estate property valuations and… more
- PNC (Cupertino, CA)
- …opportunity to contribute to the company's success. As a(n) Supervising Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Greater SF Bay ... Manages daily loan activities of a small, high performing Mortgage Loan Officer team. + Manages a portfolio of customer relationships. Seeks prospective… more
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