- LTD Global (Livermore, CA)
- …growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and ... relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to… more
- Regions Bank (Pasadena, CA)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by… more
- JPMorgan Chase (Los Angeles, CA)
- …the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and ... manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and… more
- JPMorgan Chase (Valencia, CA)
- …of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions ... retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker ,...primary bank share. As a Senior Deepening banker , you will provide a high-touch experience by building… more
- Zions Bancorporation (San Diego, CA)
- … Private and Non-Profit), Branch Administration, Compliance and other bank departments. **Essential Functions:** + Coordinates all Premier Wealth Management ... Associates at California Bank & Trust work in a relationship-centered culture...Private and Non-Profit), Branch Administration, Compliance and other bank departments. + Processes and closes both routine and… 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
- Banc of California (Los Angeles, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...and working knowledge of Commercial Banking, Community Banking, and Private Banking, and Real Estate segments. + Contributed to… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the… more
- BMO Financial Group (San Ramon, CA)
- This position is a key member of the Bank 's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for ... proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. This role is also responsible for monitoring the… more
- Citizens (Newport Beach, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... to excellence to join their team and drive the loan process. The Private Bank Lending Specialist - Residential supports the Relationship Manager with their loan… more