- Bank of America (Beverly Hills, CA)
- …obtain licenses within 90 days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial ... Private Client Advisor II Beverly Hills, California **To...SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system… more
- JPMorgan Chase (Los Angeles, CA)
- …you passionate about building and maintaining high-net-worth client relationships across banking , lending, and investments? This is a unique opportunity to manage ... experience. As a Relationship Manager in Consumer and Community Banking , you will help your clients explore the full...minimum of five years of financial services or service sales experience, established high net worth referral network and… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/ Private -Wealth-Relationship-Manager--FP-\_25025589-2) **Job Description:** Merrill Wealth Management is a leading… more
- US Bank (Sacramento, CA)
- …brokers, builders and other external sources. Actively participates in local and state mortgage banking , realtor, and builder trade associations, and maintains a ... diploma or equivalent - Two or more years of mortgage sales experience Preferred Skills/Experience - Demonstrated...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training… more
- Wells Fargo (Burlingame, CA)
- …industry experience in one or a combination of the following: corporate, consumer, mortgage , investments, brokerage, or private banking + Experience ... investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and...may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for… more
- City National Bank (Los Angeles, CA)
- …fall into the consumer, business banking , commercial banking , entertainment banking , and private banking segments. Follows Bank segmentation policy ... units within the Bank when closing deals and implementing banking services. Documents all calling activity in SalesForce and...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- Banc of California (Los Angeles, CA)
- …credit and underwriting. + Advanced sales skills and working knowledge of Commercial Banking , Community Banking , and Private Banking , and Real Estate ... holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of...organized calling plan with prospects and clients to meet sales and growth goals, as well as ensure client… more
- Truist (Los Angeles, CA)
- …clients, prepare presentations, follow up on client contacts, and close sales . CTES provides broad transactional expertise to help Commercial, Municipal and ... deepen their relationship with Truist. CTES provides a highly skilled and experienced sales and service team across a variety of solutions and transaction roles… more
- US Bank (Rancho Santa Fe, CA)
- …work experience - Five or more years of experience in Wealth Management private banking and/or senior level financial services experience - Series 6-63 ... capabilities and solutions, which includes identification of other experts such as mortgage , small business banking and personal trust services. Responsible for… 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 ... full range of financial products including personal and business banking , mortgage lending, and wealth management. It...PowerPoint. + Ability to deliver excellent service to teammates, sales staff, and customers. + Ability to work in… more