- Umpqua Bank (Sacramento, CA)
- …team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a communitybank,and ... or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering… more
- City National Bank (Los Angeles, CA)
- …credit decision recommendations. * Monitor and review REACT reports and works with Private Banker to obtain necessary information to ensure that reporting ... *CREDIT ANALYST I PB* WHAT IS THE OPPORTUNITY? The Credit Analyst assists Private Bankers and Credit Officers with the recommendations for new credit and extensions… more
- Fifth Third Bank, NA (San Francisco, CA)
- …ready to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Coverage of private equity firms and alternative asset managers ... behaviors drive a positive customer experience. While operating within the Bank 's risk appetite, achieves results by consistently identifying, assessing, managing,… more
- City National Bank (Los Angeles, CA)
- …by providing credit and loan underwriting expertise to a team of Private Bankers. Analyzes prospective loan transactions and credit worthiness of borrowers. ... and determine credit structure and terms; fully underwrite CRR consistent with Bank format, policies and procedures; determine sources and uses of funds; analyzes… more
- City National Bank (Los Angeles, CA)
- …service support for Investment Management advisors and clients covering our Entertainment Bank , Personal and Business Banking, and Private Banking Clients* ... to gain specific and practical experience to learn, contribute, and integrate within City National Bank .Specific roles will include, but not limited to:* Trading and… more
- City National Bank (Los Angeles, CA)
- …business decisions. Dedicated to catalyzing a culture of client-centricity within City National Bank , this role oversees a CX and Client Insights team that partners ... visualization experience and know-how * Working knowledge of consumer, commercial and private banking and financial products is a plus. * Experience working with… more
- City National Bank (Los Angeles, CA)
- …to, executing commands in Safari SOP and ServePort; conducting research on bank systems to determine the existence, non-existence, and scope of client records ... to, reviewing potentially responsive records for attorney-client privilege, the bank examiner's privilege, and Suspicious Activity Report ("SAR")-related issues.… more
- M&T Bank (Costa Mesa, CA)
- …of underlying loan characteristics + Liaising with auditors, underwriters, CLO managers, private debt managers, and other parties involved + Assisting with global ... basis Familiarity with various loan products - Bi-Lateral ABL Facilities, SMAs, Private Funds, MM & BSL CLOs, Business Development Companies Professional work… more
- City National Bank (San Francisco, CA)
- *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management* WHAT IS THE OPPORTUNITY? Operational Risk ... objective oversight of the management of risks arising from City National Bank 's business processes, people, systems or external events. The Operational Risk… more
- BMO Financial Group (San Diego, CA)
- …strategic initiatives, preparing test cases and conducting ad-hoc activities related to the bank 's private banking and commercial loan systems including but not ... in commercial credit underwriting or commercial banking operations or Private banking operations + Knowledge of Bank ...or Private banking operations + Knowledge of Bank systems including RRT, APMS, LTS, and Livelink +… more