- Citigroup (San Francisco, CA)
- The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + ... ensure credit is a core part of the CPB offering. + Partner with Private Banker teams to profile their client and prospect base, identify and analyze business… more
- Citigroup (Costa Mesa, CA)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call planning, ... **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** Costa Mesa California… more
- Citizens (Irvine, CA)
- Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The Sr ... lending specialist works in primarily operational, processing, and analytical capacities, ensuring a high level of quality control from the loan application through closing process. The Senior Lending Specialist is expected to lead, mentor, and manage team… more
- Bank of America (San Diego, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused individual with exceptional interpersonal… more
- Bank of America (San Jose, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client-focused individual with exceptional interpersonal… more
- Bank of America (Walnut Creek, CA)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... Private Client Manager II Walnut Creek, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better… more
- Citigroup (San Francisco, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (San Francisco, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
- Zions Bancorporation (Palm Desert, CA)
- …Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Private Bank Relationship Manager in Palm Desert, CA . This role acts as ... Associates at California Bank & Trust work in a relationship-centered culture...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… more
- UMB Bank (Sacramento, CA)
- …working with other business partners including, but not limited to: Institutional Bank , Business Banking, Legal and Corporate Risk Private Banking, Consumer ... and maintaining accounts (demand deposit and time deposit) across the Commercial Bank for new and existing clients, which involves including client contact. In… more