- Citigroup (Los Angeles, CA)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net ... you navigate your financial goals. You could access a range of responsive banking , investing, wealth management & planning services and access to a dedicated Private… more
- Citigroup (Los Angeles, CA)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth, operates in the affluent and high-net worth ... you navigate your financial goals. You could access a range of responsive banking , investing, wealth management & planning services and access to a dedicated Private… more
- Bank of America (El Cerrito, CA)
- …impact in the communities we serve. Bank of America is committed to an in- office culture with specific requirements for office -based attendance and which allows ... point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate… more
- Bank of America (Monterey, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in- office ... best suited for their financial needs, such as core Banking , as well as Investment and Life Priority (TM)...(CRPC) is a plus. + Obtained insurance licenses is preferred . **Skills:** + Account Management + Client Investments… more
- Bank of America (San Francisco, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in- office ... educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in...Excel and PowerPoint experience with Salesforce a plus + Preferred Registered **The following laws or regulations restrict or… more
- JPMorgan Chase (Irvine, CA)
- …requirements into detailed technical specifications for treasury services + Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use ... consistent, stellar client and partner experience + Commercial Card or Transactional banking /payments knowledge + Strategic thinking with the ability to adapt to… more
- Verint Systems, Inc. (Sacramento, CA)
- …Responsibilities:** + Oversee daily management of cash and debt. + Oversee all back- office support for in-house banking , netting, and pooling. + Prepare ... expenditures, investment activities, and portfolio management. + Maintain and cultivate banking , credit rating agencies, and investment banking relationships. +… more
- Huntington National Bank (Sacramento, CA)
- …can be remote but will be hybrid if located near a Huntington office . Duties & Responsibilities: + Creates and operationalizes marketing strategies in an effort ... + Minimum 5 years' experience in relationship management in commercial banking , leasing industry, or technology sales + Bachelor's degree Preferred… more
- SMBC (Los Angeles, CA)
- **ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California ... the Relationship Manager will be pivotal in managing key banking relationships for assigned middle market clients. This role...* 5+ years' experience in Asset Based Lending (ABL) preferred * Experience with cashflow lending is a plus… more
- BMO Financial Group (Newport Beach, CA)
- …Structuring + Regulatory Compliance + Portfolio Management + Credit Risk Assessment + Banking Operations + Microsoft Office Advanced level of proficiency: + Data ... lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio...or accountabilities may be assigned as needed. **Qualifications:** + Preferred 3 - 4 years of relevant experience in… more