- Citigroup (San Jose, CA)
- …assisting with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the ... a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking ...cash + Identify referral opportunities for new products and services based on client 's financial goals +… more
- Banc of California (Los Angeles, CA)
- …one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and ... a broad range of loan and deposit products and services , with full- service branches throughout California and...banking clients and interfaces regularly with this valued client base. Commercial Real Estate Portfolio Analysts should strive… more
- Citigroup (Los Angeles, CA)
- …Medical Device, Tools & Diagnostics, Life Sciences, Digital Health and Healthcare Services industry sub-segments. This is an opportunity to support new business ... as day-to-day management of existing relationship while gaining some primary client coverage responsibility. Candidate will gain significant experience in capital… more
- US Bank (Los Angeles, CA)
- …operations, and current market trends. + Considerable knowledge of product marketing, client service issues, and organization operations. + Excellent marketing ... financial goals-no matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're building a range… more
- Citigroup (Loma Linda, CA)
- …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... specialists, intuitively recognize and understand a client 's banking , credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- Citigroup (Riverside, CA)
- …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... specialists, intuitively recognize and understand a client 's banking , credit and investment needs and goals in order to provide holistic financial solutions. +… more
- Citigroup (San Francisco, CA)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service ... with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to...+ Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Citigroup (Los Angeles, CA)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service ... with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to...+ Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- BMO Financial Group (Los Angeles, CA)
- …for the accurate assessment of pipeline health and potential. + Collaborates with client implementation and service teams, develops, refines, and supports a ... candidate will have experience with Transformation in a business banking or commercial banking credit underwriting operational...reporting strategy to set standards for new client onboarding and service . + Refines, develops,… more
- Citigroup (Palo Alto, CA)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service ... of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage relationships both internal and… more