- US Bank (Watsonville, CA)
- At US Bank , we're on a journey to do our best. Helping...makes you thrive at every stage of your career. Try new things, learn new skills and discover what ... 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
- TD Bank (San Francisco, CA)
- …the individual employee and adheres to the policies and guidelines of the Bank . + Maintains confidentiality of client information. + Accountable for providing ... TD Securities is a leading investment banking franchise with offices in New York, Houston, San Francisco, Toronto, Vancouver, Calgary, Montreal and London. Our… more
- City National Bank (San Francisco, CA)
- …policy. * Assure that trust policies, programs and procedures coincide with division and bank objectives * Stay abreast of new developments pertaining to trust ... Review and submit proposals for consideration and direction. Establish client specific investment strategy in accordance with CNB guidelines...Interface with executive and senior level management within the Bank as well as private * bankers,… more
- City National Bank (Los Angeles, CA)
- …into the consumer, business banking, commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates ... Managers and Team Leaders at the various business units within the Bank when closing deals and implementing banking services. Documents all calling activity… more
- M&T Bank (Los Angeles, CA)
- … has access to all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess ... **Overview:** Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an… 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 ... position will be responsible for working with diverse stakeholders to identify new capabilities, refine processes, and prioritize initiatives for the platform. The… more
- Regions Bank (Irvine, CA)
- …At Ascentium Capital, the Vendor Sales Account Manager is a direct, client -facing role that develops new business opportunities while retaining and ... value to our customers' businesses. **Primary Responsibilities** + Operates in a direct, client -facing position to identify and pursue new leads, prospects, or… more
- Regions Bank (Irvine, CA)
- …competitor activities, and market conditions to adapt sales strategies accordingly and identify new opportunities + Ensures that all required client paperwork is ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- UMB Bank (CA)
- …relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and ... seeking approval from Executive Management for new client transactions. This key position reports to the EVP/National Marketing Manager and has access to company… more
- Zions Bancorporation (San Diego, CA)
- … Private and Non-Profit), Branch Administration, Compliance and other bank departments. **Essential Functions:** + Coordinates all Premier Wealth Management ... (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. + Processes and closes both routine and complex residential… more