- Citigroup (San Francisco, CA)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a strategic professional who...in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- Citigroup (Costa Mesa, CA)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a strategic professional who...in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- Citigroup (Los Angeles, CA)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- Citigroup (Costa Mesa, CA)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- Bank of America (El Dorado Hills, CA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/El-Dorado-Hills/Senior- Banker El-Dorado-Hills-Area\_25030077-2) **Job Description:** At ... Senior Banker - El Dorado Hills Area El Dorado...Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank… more
- Bank of America (Westlake Village, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westlake-Village/Senior- Banker Lindero-Canyon-Financial-Center\_25027006-2) **Job ... Senior Banker - Lindero Canyon Financial Center Westlake Village,...Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank… more
- JPMorgan Chase (San Francisco, CA)
- …of your career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead ... of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take...with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can… more
- JPMorgan Chase (Long Beach, CA)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role ... service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California **Description** **About Us:** At ... with all risk areas, especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank regulations for assigned job… more
- BMO Financial Group (Santa Monica, CA)
- …processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with ... quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound… more