• Credit Solutions Advisor Topanga Canyon

    Bank of America (Woodland Hills, CA)
    … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at ... Credit Solutions Advisor Topanga Canyon Woodland Hills, California **To proceed...for 1 year + Knowledge of credit and home lending requirements + Actively listens to the client to… more
    Bank of America (08/29/25)
    - Related Jobs

  • Relationship Manager Senior

    City National Bank (Santa Monica, CA)
    …regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & ... *RELATIONSHIP MANAGER SENIOR * WHAT IS THE OPPORTUNITY? Responsible for acquiring...personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs… more
    City National Bank (08/21/25)
    - Related Jobs

  • Relationship Manager Senior Sports Finance…

    City National Bank (San Francisco, CA)
    …within the portfolio across entertainment and sports related firms. * Act as a senior advisor , demonstrating expertise in industry trends, and market dynamics to ... *RELATIONSHIP MANAGER SENIOR SPORTS FINANCE & ADVISORY* WHAT IS THE...Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).… more
    City National Bank (08/07/25)
    - Related Jobs

  • Senior Premier Relationship Manager

    BMO Financial Group (Modesto, CA)
    …product experts and process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at ... financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned… more
    BMO Financial Group (08/21/25)
    - Related Jobs

  • Senior Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    …families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building ... as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless… more
    Robert Half Finance & Accounting (08/22/25)
    - Related Jobs

  • Sr. Credit Risk Review Officer

    City National Bank (Los Angeles, CA)
    …regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all ... * SENIOR CREDIT RISK REVIEW OFFICER* WHAT IS THE...of the Bank. CRR also serves as an internal advisor to lending units and credit administration… more
    City National Bank (08/24/25)
    - Related Jobs

  • Manager Branch II

    City National Bank (Newport Beach, CA)
    …regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES * ... sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular...Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe… more
    City National Bank (08/07/25)
    - Related Jobs

  • Sr. Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is ... seeking a Senior Client Service Associate to join its growing team....and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services. About the… more
    Robert Half Finance & Accounting (08/21/25)
    - Related Jobs

  • Sr. Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    Description Job Posting: Senior Client Service Associate- Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San Francisco ... is seeking a highly motivated Senior Client Service Associate to join its growing team....of solutions including investment management, estate and tax planning, lending strategies, and family office services. About the Firm… more
    Robert Half Finance & Accounting (08/20/25)
    - Related Jobs

  • Family Office Sr. CSA

    Robert Half Finance & Accounting (San Francisco, CA)
    Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly motivated and ... experienced Senior Client Service Associate to join its team. This...full spectrum of services, including investment management, financial planning, lending strategy, and bespoke family office solutions. The ideal… more
    Robert Half Finance & Accounting (08/16/25)
    - Related Jobs