- City National Bank (Los Angeles, CA)
- …Exchange back-office knowledge. This role is responsible for processing transactions that support Foreign Exchange Sales & Trading. This role requires the ... *OPERATIONS OFFICER * WHAT IS THE OPPORTUNITY? City National Bank...Additional responsibilities include internal communicating with Technology, Compliance, Risk, Sales and Trading internal partners. The Operations Specialist will… more
- Banc of California (Indian Wells, CA)
- …supporting organizations that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California, our success ... Relationship Banker to ensure exceptional customer experience as well as focusing on sales and service. Performs all duties in accordance with the company's policies… more
- City National Bank (Los Angeles, CA)
- *COMMUNITY DEVELOPMENT INVESTMENT OFFICER * WHAT IS THE OPPORTUNITY? Supporting Community Reinvestment Act ("CRA") investments include private equity participation ... in the Bank's assessment areas. Engaged in the investment sales process to ensure the attainment of CRA while...YOU DO? * Low-Income Housing Tax Credit (LIHTC) * Support in the identification, analyzing, preparation and presenting CRA… more
- PNC (Oakland, CA)
- …an opportunity to contribute to the company's success. As a(n) Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the Greater Detroit, ... Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls. + Develops and prepares loan solutions and refers products and… more
- JPMorgan Chase (Woodland Hills, CA)
- …your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain ... driven framework + Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business… more
- Travelers Insurance Company (Glendale, CA)
- …Kidnap and Ransom, Crime, and Identity Fraud Expense Reimbursement. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or ... meetings. + Identify and capture new business opportunities using consultative marketing and sales skills. + Develop and execute individual agency sales plans… more
- PNC (Irvine, CA)
- …to contribute to the company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization you will be based in ... team member accountability and participation. + Maintains timely, accurate and complete sales administration tasks as determined by the business. Expected to train,… more
- Financial Partners Credit Union (Brea, CA)
- …with a proven track record of success to join our team as a Member Service Officer at our Brea Branch. PURPOSE OF JOB To greet members and provide concierge service, ... planning, investments and insurance products. Increase member relationships through proactive sales consultations with new and existing members. Take advantage of… more
- City National Bank (Los Angeles, CA)
- …accounts including personal, business (entity), fiduciary, and retirement accounts. * Provide Sales and Administrative Support to Investment Officers and client ... *LEAD CLIENT SERVICES OFFICER * WHAT IS THE OPPORTUNITY? Oversee the City...City National Securities products and systems. Provide middle office support to Financial Advisors, Investment Relationship Officers, Assistant Investment… more
- Columbia Bank (Irvine, CA)
- HL Loan Officer Loan Operations Los Angeles, California Irvine, California San Diego, California Los Angeles, California **Description** **About Us:** At Columbia, ... for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because… more
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