- JPMorgan Chase (San Francisco, CA)
- …+ Serve as the primary day-to-day client point of contact and lead banker on private capital market deals. + Review and coordinate the analytic work ... highly skilled and experienced Investment Banking Analyst to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to… more
- Zions Bancorporation (Oakland, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a ** Private Bank Relationship Manager** in **Oakland, CA.** This role acts as the ... Associates at California Bank & Trust work in a relationship-centered culture...client leads through existing clients, referrals from other bank departments and divisions. + Calls on existing relationships… more
- LTD Global (Livermore, CA)
- … sites as needed for account setup, transactions, or maintenance + Assist with client and bank -sponsored events as required + Escalate client concerns ... growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and… more
- Bank of America (San Francisco, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This ... the business that describe how to improve their revenue, profitability, or client satisfaction through enabling technology. * Identify KPI's and produce insightful… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to… 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
- City National Bank (Los Angeles, CA)
- …and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending ... on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the… more
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