- 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
- Citigroup (Los Angeles, 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 ... management & planning services and access to a dedicated Private Banker . We also support firms, and...cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations… more
- City National Bank (Los Angeles, CA)
- …maintains REACT. Prepares reports and notifies Loan Administration Manager, Credit Manager, Private Banker or Underwriter when past due/coming due documentation ... from time-to-time. * Builds a strong and effective working relationship with Private Bankers and other bank credit partners. Acts as a single point of contact by… more
- Citigroup (Los Angeles, CA)
- …of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker . We also support firms, and we offer a range of ... company and your employees. Whether it's access to a Private Banker as a corporate benefit, or...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- JPMorgan Chase (San Francisco, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... career to the next level. As a National Client Banker , you are responsible for advising families on building,...their balance sheet and re-introduce the capabilities of the Private Bank . National Client Bankers are responsible… more
- Citigroup (San Francisco, CA)
- …the overall performance and effectiveness of the sub-function/job family. **Responsibilities:** + The Private Bank at Citi (CPB) is part of the Institutional ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… 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
- 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...Passport Banking team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries… more
- City National Bank (Los Angeles, CA)
- …the Trust Operations team. Position will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as Corporate Actions, ... and Asset transfers. Additionally, can support functions not processed by SEI Private Trust Company such as Document Imaging, Note Processing, Handling of physical… more
- US Bank (Folsom, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...at-all from Day One. **Job Description** The WM Affluent Banker is responsible for the overall affluent client experience,… more