- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success ... - $111,000 - $205,700 Annually Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience ... - $180,000 - $280,000 Annually Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These… more
- City National Bank (Los Angeles, CA)
- …commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers ... Team Leaders at the various business units within the Bank when closing deals and implementing banking services. Documents...all calling activity in SalesForce and provides reports to Senior BDO Team Lead in an accurate and timely… more
- TD Bank (San Francisco, CA)
- …& Scope:** + Works within a deal team under the overall direction of a senior officer + Assists in the analysis of clients' financial situations, industry and market ... and adheres to the policies and guidelines of the Bank + Maintains confidentiality of client information + Experienced...a deal team under the overall direction of a senior officer + Assists in the analysis of clients'… more
- Citigroup (Beverly Hills, CA)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build relationships with,… more
- City National Bank (San Francisco, CA)
- …test, implement, and end-user training and support of a wide variety of the Bank 's systems involved in the various division specific systems and processes. Serve as ... schedule. * Run queries against application databases and/or the Bank 's data warehouse and assists with the preparation of...or ad hoc reports for distribution to line units, senior management, risk management units (eg Audit, Compliance and/or… more
- Amalgamated Bank (San Francisco, CA)
- Amalgamated Bank is searching for a Senior Account Executive. Operating in a lead capacity, this position will manage a team of Account Executives and Account ... division. By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and...assigned client portfolio, liaising with other areas of the Bank to resolve client issues. + Consult with clients… more
- US Bank (Rancho Palos Verdes, CA)
- At US Bank , we're on a journey to do our...level. Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...per calendar year unless otherwise provided by law US Bank is an equal opportunity employer. We consider all… more
- City National Bank (Los Angeles, CA)
- …individual is responsible for expansion and oversight of City National Bank 's (CNB's) Information Management Risk (IMR) Program. Continuous Monitoring and oversight ... include the development of Information Management risk process documents to identify bank -wide inventory of critical use spreadsheets and desktop tools that are… more
- City National Bank (Los Angeles, CA)
- …Plan and execute complex and confidential/special audit projects enterprise wide as requested by senior management of the Bank . * Communicate trends in risk and ... control issues to senior management on the results of ongoing reviews of...help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs… more