- Citigroup (Beverly Hills, 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:** Beverly Hills California… more
- Citigroup (Palo Alto, 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:** Palo Alto California… more
- City National Bank (Los Angeles, CA)
- …into the consumer, business banking, commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates ... Managers and Team Leaders at the various business units within the Bank when closing deals and implementing banking services. Documents all calling activity… more
- City National Bank (Los Angeles, CA)
- * PRIVATE BANKER * WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and...ongoing growth and development of PB and City National Bank . * May partner with another CA and manage… more
- JPMorgan Chase (San Francisco, CA)
- …closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our ... bringing in new clients. A role as a Commercial Banker is for you. As a Commercial Banker...MNC Early-Stage team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries… more
- US Bank (Rancho Santa Fe, CA)
- At US Bank , we're on a journey to do our...at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible for the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...Five or more years of experience in Wealth Management private banking and/or senior level financial services experience -… more
- JPMorgan Chase (San Francisco, CA)
- …for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank , Private Bank , Credit, and Investment Banking product sets. ... outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank , Private Bank , Credit and Investment Banking product sets. + Work… more
- BMO Financial Group (CA)
- …and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. + Maintains detailed knowledge and understanding of the integrated ... private banking services and offerings and lending procedures. +...non-credit, and related activities. + Identifies, records and advises banker / relationship manager of any credit &/or risk… more
- Wells Fargo (San Rafael, CA)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career ... focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop… more
- Mizuho Corporate Bank (San Francisco, CA)
- …capabilities + Draft client pitches and marketing materials including M&A, syndicated bank financing, public/ private debt & equity capital markets, and other ... years corporate finance and capital markets experience with a top tier global bank + Knowledge of corporate finance, securities, financial markets and risk & pricing… more