- LTD Global (Livermore, CA)
- …economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP ... business relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional… more
- City National Bank (Los Angeles, CA)
- …unit delivery channel. Directs and manages the operational staff of a large Private Banking division. Manages risk associated with the operational aspects of ... *Client Servicing Manager Division Operations - Private Bank* WHAT IS THE...credit, and wire transfer authority as Team Leaders, Regional Banking Managers, and Senior Vice Presidents. * Assists management… more
- City National Bank (Los Angeles, CA)
- …the Personal & Business Banking Division, commercial banking , preferred banking , private banking , the branch network, and other functional areas. ... *MANAGER - BUSINESS BANKING REGIONAL* WHAT IS THE OPPORTUNITY? Responsibility for...a robust control environment, ensuring that all activities and operations are carried out in full compliance with legal,… more
- Bank of America (Los Angeles, CA)
- …(SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff. **Specific ... Private Wealth Client Relationship Manager Los Angeles, California...to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed… more
- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience in ... Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area,...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Citigroup (San Francisco, CA)
- …depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing ... and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers… more
- Citigroup (San Francisco, CA)
- …depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing ... and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers… more
- JPMorgan Chase (San Francisco, CA)
- …groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. **Job Responsibilities** + Support Client Advisors in ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...Risk Management and Investor Support teams + Liaise with Operations and Client Service Specialist teams + Monitor exceptions… more
- JPMorgan Chase (San Rafael, CA)
- …our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive ... App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. +...to help with specialized financial needs. + Perform branch operations , which may include managing cash devices such as… more
- Banc of California (Santa Ana, CA)
- …and supported other team's functions. + Assists and supports Branch Banking , Business Banking & Private Banking , Call Center and Loan Servicing teams ... holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of...at the branch and/or corporate levels, or credit card operations management Performs a variety of Operations … more