- 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...+ Requires a Bachelor's and 6+ years' experience with lending , sales, banking products and services, or other directly… more
- City National Bank (San Francisco, CA)
- …product and/or or assist in problem resolution. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit Manager and ... Underwrite new transactions with commitments typically $25-100 million to private and public borrowers across the sponsor and direct...appropriate Bank personnel regarding new/existing lending requirements and… more
- City National Bank (Los Angeles, CA)
- …based on information provided by the PCA. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit Manager and ... credit and loan underwriting expertise to a team of Private Bankers. Analyzes prospective loan transactions and credit worthiness...appropriate Bank personnel regarding new/existing lending requirements and… more
- JPMorgan Chase (Palo Alto, CA)
- …passionate about building and maintaining high-net-worth client relationships across banking, lending , and investments? This is a unique opportunity to manage and ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
- City National Bank (Los Angeles, CA)
- …assigned projects from time-to-time. * Builds a strong and effective working relationship with Private Bankers and other bank credit partners. Acts as a single ... is responsible for the end-to-end credit and compliance management process for Private Banking on retail credit products and services (ie Credit Cards, Credit… more
- Wells Fargo (San Francisco, 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
- US Bank (Napa, CA)
- At US Bank , we're on a journey to do our...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors - Basic knowledge of local, state and ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...national laws (eg zoning ordinances, Truth-in Lending , RESPA, energy audit requirements, etc.) - Ability to… more
- City National Bank (Los Angeles, CA)
- …intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency ... CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. * Facilitate onboarding of new estate and administrative trust… more
- LTD Global (Livermore, CA)
- …of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through relationship-based service, ... growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? This position will report to City National Bank 's ("CNB") Business Controls Officer ("BCO") for Consumer Banking; however, this role ... with the BCOs (and their teams) for Commercial Banking, Entertainment Banking, and Private Banking, as well as operational and support functions. This role will… more