- Citigroup (Los Angeles, CA)
- …help you navigate your financial goals. You could access a range of responsive banking , investing, wealth management & planning services and access to a ... Series 7 & 66 Required **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:**… more
- JPMorgan Chase (Los Angeles, CA)
- …market funds. For individual investors, the business also provides retirement products and services , brokerage and banking services including trusts and ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global...wealth management leader that delivers the highest quality advice, service , capabilities and products to high net worth individuals… more
- EverBank (San Francisco, CA)
- …, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is ... Banker is responsible for identifying, managing, deepening, and developing client relationships, providing exceptional financial services and driving… more
- City National Bank (San Francisco, CA)
- …Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may ... leadership in driving team performance, maintaining high standards of client service , and aligning efforts with overall...preferred * Excellent understanding of all products and services applicable to target client segment *… more
- Zions Bancorporation (Mountain View, CA)
- …function for the assigned department. + Actively promotes the highest level of customer service to achieve client service goals. + Provides guidance and ... high school diploma and 6+ years' experience in retail banking , sales, new accounts, customer service , loan...eligible for the program upon hire + Employee Ambassador preferred banking products **This position is eligible… more
- SMBC (Los Angeles, CA)
- …relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... history, SMBC Group offers a diverse range of financial services , including banking , leasing, securities, credit cards,...experience. Experience at the analyst level in a corporate banking group preferred + Able to quickly… more
- Truist (San Francisco, CA)
- …related training 2. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with ... **Please review the following job description:** Identify, solicit, develop, manage, service , retain, and grow long-term profitable middle market relationships by… more
- Citigroup (San Francisco, CA)
- …clients to share the Citi value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities + ... control issues with transparency. **Qualifications** + 2-4 Years of relevant experience; banking /finance, retail, or sales experience preferred + High school… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, ... will play a lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought leadership. You will… more
- Enterprise Bank & Trust (Cerritos, CA)
- …ownership. + Bachelor's degree in Finance or Business with emphasis in financial banking preferred . + Effective time management and organizational skills are ... retain client relationships. + Proven ability to cross-sell other banking products, including loans, deposits and treasury management. + Self-motivated to work… more