- Bank of America (San Francisco, CA)
- …Communications + Adaptability + Attention to Detail + Issue Management + Prioritization **Desired Skills :** + 7 years of private law firm practice or similar ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- City National Bank (Los Angeles, CA)
- …Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual ... * *Serve Nonprofit clients - typically Colleges and Universities, Private Schools, Religious Organizations, Associations & Charities, and Nonprofit Healthcare… more
- Columbia Bank (Los Angeles, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and...or wealth manager. + Strong marketing and business development skills , keeping the best interest of the client… more
- Fifth Third Bank, NA (Newport Beach, CA)
- … client service as the client facing investment expert for Private Bank clients. Primarily responsible for retaining existing client relationships ... and providing ongoing book support in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform with… more
- Columbia Bank (San Jose, CA)
- …economics strongly preferred. + Ability to work independently. + Ability to provide client solutions. + Extensive knowledge of bank products and services in ... Role:** + The Relationship Manager plays a key role in expanding Columbia Bank 's Healthcare Banking platform. You'll focus on serving the financial needs of… more
- City National Bank (Los Angeles, CA)
- …Solutions team provides underwriting and proactive portfolio management expertise to the Bank 's CRE clients, including private individuals and family offices, ... team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s)....their clients' credit needs with an elevated level of client service and credit acumen to address their needs… more
- City National Bank (Los Angeles, CA)
- …Solutions team provides underwriting and proactive portfolio management expertise to the Bank 's CRE clients, including private individuals and family offices, ... team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s)....their clients' credit needs with an elevated level of client service and credit acumen to address their needs… more
- Columbia Bank (San Jose, CA)
- …This is a sales- and solutions-focused position. + Business development of new private banking client relationships. + Coordinate the development of internal ... + Ability to work independently. + Ability to provide client solutions. + Knowledge of bank products...Excellent oral and written communication. + Excellent interpersonal and client service skills . **Job Location(s):** Ability to… more
- US Bank (Aptos, CA)
- At US Bank , we're on a journey to do our best....stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership… more
- City National Bank (Irvine, CA)
- …credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual ... partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications,...their clients' credit needs with an elevated level of client service and credit acumen to address their needs… more