- Wells Fargo (Los Angeles, CA)
- …professionals, fostering deep expertise in custom credit structures and innovative client solutions . + Collaborate extensively with Bankers, financial advisors ... lending policies, frameworks, and best practices that encourage innovative client solutions and robust risk controls. +...deals for approval. + Commitment to talent development and client service excellence. + Bachelor's degree or… more
- Thrivent Financial (Costa Mesa, CA)
- …is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately ... with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center...on their journeys to financial clarity, empowering lives of service and faith. + Provide personal, actionable and achievable… more
- Comerica (San Francisco, CA)
- … client needs, biases and objectives. Assess opportunities and determine alternatives and solutions to meet client needs. Obtain client commitment and ... navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where… more
- Wells Fargo (San Francisco, CA)
- …focused on decision makers (C-suite, Board) and on building long-term client relationships, deepening those relationships through strategic advice, strong product ... (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions , including a full complement of sales, trading and research capabilities, to… more
- Bank of America (Los Angeles, CA)
- …related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations ... Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. **Role Responsibilities** + Identify and own the … more
- Bank of America (Walnut Creek, CA)
- …Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification ... management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting...**Skills** : + Account Management + Business Acumen + Client Management + Client Solutions … more
- Southern California Edison (Rosemead, CA)
- …complex agreements, including identifying legal and business risks and recommending solutions . + Securities /Corporate Governance Sr Attorney oversees compliance ... In this job, you'll be primarily responsible for advising internal client organizations regarding compliance with applicable federal, state, and local statutes,… more
- M&T Bank (Los Angeles, CA)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... base .Promote and sell the full array of financial services distributed by the Company to current and new...sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion… more
- Bank of America (Los Angeles, CA)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates...negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE),… more
- Citigroup (Beverly Hills, CA)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... solutions , including investment strategies, banking and lending, trust and specialized services .The Private Bank delivers solutions to help meet the… more