- City National Bank (Los Angeles, CA)
- …Support in the identification, sourcing, analyzing, preparing and presenting CRA Qualified Private Equity investment opportunities to the bank 's CRA Equity ... * WHAT IS THE OPPORTUNITY? Supporting Community Reinvestment Act ("CRA") investments include private equity participation in SBIC, LIHTC and other private funds.… more
- CIBC (San Francisco, CA)
- …existing relationships. + **Represent CIBC in client meetings** : Attend client meetings with Private Bankers to showcase CIBC's sophisticated credit ... We're building a relationship-oriented bank for the modern world. We need talented,...(HNW) and Ultra High Net Worth (UHNW) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated credit… more
- BMO Financial Group (Los Angeles, CA)
- …the credit quality of the assigned portfolios are maintained within the Bank 's risk tolerance, policies & procedures, and meet financing guidelines. Supports credit ... ensure quality of execution. + Supports credit due diligence activities for bank acquisitions or integration. + Reviews and communicates decisions on credit… 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, ... services applicable to target client segment. * Good understanding of all the bank 's products and service and the overall sales process with a focus on client… more
- JPMorgan Chase (San Francisco, CA)
- …with our clients generally consists of: * the banker that manages the overall bank relationship with the client * the Client Specialist, who initially ... The Client Specialist is a sophisticated wealth expert that...business generation will come from three primary sources: + Bank -referred opportunities + Your own business development efforts +… 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
- US Bank (Aptos, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership… more
- Bank of America (Los Angeles, CA)
- …and regulatory matters that could impact the Retail, Preferred, Merrill and Private Bank lines of business. Key responsibilities include reviewing legal ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Washington/Attorney Fair-Lending UDAAP\_25036250) **Job Description:** At Bank of America, we are guided by a common… more
- PNC (Los Angeles, CA)
- …individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including ... Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank , and our Investment Office. We...(eg, deal, sales, or process support, internal or external client interaction, or supporting internal projects). + Participates in… more
- US Bank (Sacramento, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or… more