- Comerica (San Francisco, CA)
- …Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management. Comerica's ... Job Description Senior Wealth Advisor As a Senior ...client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying… more
- Banc of California (Brea, CA)
- …efficiency and professionalism, meeting the high quality service delivery standards of the Bank . The Senior Financial Services Officer is responsive to the needs ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Citigroup (San Francisco, CA)
- …with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank . + Direct contact for CPWM Senior Management for market results and ... communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable...volumes between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and… more
- Capital One (Los Angeles, CA)
- …effective partnerships with the various headquarters based support teams and local Retail and Small Business banking and Commercial bank relationships throughout ... recruiting, onboarding, and training new sellers, and supporting those Relationship Managers. As a Local Market Leader (LML), you...be regularly worked. Sales Territory: $145,000 - $180,000 for Sr Manager, Local Market Candidates hired to work in… more
- MUFG (Los Angeles, CA)
- …is required** + Prior experience in corporate banking, wealth management or at a senior retail branch level is preferred + In-depth knowledge of corporate ... the market condition at the time of request and relationship status and instructing middle and back office to...acting as the first line of defense protecting the bank 's capital, liquidity, and reputation. JCB Client Services Analyst… more
- Citigroup (Encinitas, CA)
- …integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's priorities, execute business plan to achieve expected goals in ... The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership...with branch partners to successfully achieve goals, build customer relationship and deliver customer service + Leverage workforce planning… more
- TATCHA (San Francisco, CA)
- …working capital forecasting. + Manage banking relationships and control requirements over bank accounts. + Ensure optimal use of capital and manage financial risk ... and takes initiative + Strong leader and proactively builds relationship across the organization **Requirements** + Bachelor's degree in...in accounting and finance, including 5+ years in a senior leadership role + 3+ years owning the accounting… more