- City National Bank (Los Angeles, CA)
- …to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust ... risk assessments required. * Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas… more
- JPMorgan Chase (San Francisco, CA)
- …firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. **Job ... firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product...Commercial Bank, Private Bank, Credit and Investment Banking product sets. + Work closely with senior leaders… more
- US Bank (Truckee, CA)
- …work experience - Five or more years of experience in Wealth Management private banking and/or senior level financial services experience - Series 6-63 ... includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining… more
- LTD Global (Livermore, CA)
- …unsecured commercial loans, land and construction loans, income property loans, and private banking lines. The role focuses on restructuring troubled borrower ... institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers… more
- City National Bank (San Francisco, CA)
- …Management Products, Solutions and Programs. This role will be part of CNB's Private Banking and Wealth Management team, and responsibilities will span across ... * 15 years of experience in Wealth Management * 15 years of experience in banking or management consulting with a strong focus on strategy and transformation. * 15… more
- KeyBank (Newport Beach, CA)
- …management, syndications, private equity, subordinated debt, deposits, leasing, private banking , equipment finance, etc. Possesses sufficient product ... knowledge to educate the client on Key's capabilities, effectively identifies potential opportunities and facilitates the introduction and coordination of product partners. Structures and leads credit and non-credit product delivery while demonstrating sound… more
- Intuit (Mountain View, CA)
- …you'll bring** + 4+ years of work experience in corporate development, venture capital/ private equity, or investment banking + MBA or equivalent experience ... and work streams + Developing network of industry contacts, venture capital/ private equity investors, and investment banking /advisory executives Intuit provides… more
- City National Bank (Los Angeles, CA)
- …IS THE OPPORTUNITY? Provides ongoing operational support to Personal & Business Banking , Entertainment, Private and Commercial Banking Services. Functions ... system application(s), develop policy revisions, procedural enhancements and streamline banking office functions. * Conducts data extraction activities and creates… more
- M&T Bank (Costa Mesa, CA)
- …to all resources and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's ... current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. + Responsible for leading the development of sales strategies to… more
- US Bank (Sacramento, CA)
- …Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and ... policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills -… more