- Wells Fargo (Los Angeles, CA)
- …an Associate to join its Technology Finance team within the Commercial Bank 's Sponsor Credit group, an industry leader in delivering innovative financing solutions. ... memoranda preparation + Engage in regular client interaction and relationship management with CEO, CFO and private equity sponsor...Qualifications:** + Experience in sponsor finance at a commercial bank , investment bank or finance company +… more
- LTD Global (Livermore, CA)
- …The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes ... itself through relationship -based service, local decision-making, and support for regional economic...for underwriting and managing adversely graded loans within the Bank 's classified loan portfolio. This includes secured and unsecured… more
- Citigroup (San Mateo, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... Responsibilities: + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them… more
- Scotiabank (San Francisco, CA)
- …Banking is one of the fastest growing and most dynamic groups within the Bank , so the Associate Director can expect to have numerous opportunities to demonstrate ... centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can… more
- Zions Bancorporation (Irvine, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...Monitors and evaluates production and goals. + Responsible for personal loan production and the overall sales effort of… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Citigroup (San Francisco, CA)
- …referral volumes between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between Citipriority and ... interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank . + Direct contact for CPWM Senior Management for market results and… more
- Citigroup (Chula Vista, CA)
- …**Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them ... Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income,… more
- JPMorgan Chase (Los Angeles, CA)
- …of being a JP Morgan Private Client, marking the initial engagement of bank -only clients with Wealth Management. As a Vice President, Private Wealth Planner within ... educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities with new and existing… more
- Navy Federal Credit Union (San Diego, CA)
- …messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. ... to junior business advisors, facilitating growth in lending product expertise and relationship management + Maintain knowledge of Navy Federal's field of membership… more