- Charles Schwab (Berkeley, CA)
- …build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client ... of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate… more
- Banc of California (Menlo Park, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of...and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Vice President , Banker is primarily accountable for… more
- Comerica (La Puente, CA)
- …of this position at least 10% of the time. Qualifications Position Qualifications: Vice President , Relationship Manager III, Middle Market + Bachelor's ... Job Description Relationship Manager, Middle Market The Relationship Manager is responsible for new business ...of clients + 3 years of financial sales experience Vice President , Relationship Manager IV,… more
- JPMorgan Chase (San Francisco, CA)
- …challenging the status quo and striving to be best-in-class. As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part of ... over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing… more
- 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 of the Wealth & Institutional Management business unit by building and maintaining a high performing...and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement… more
- HCA Healthcare (Riverside, CA)
- …consultant to the Vice President Physician Services Group and/or Vice President Business Development in physician recruitment, clinical program ... Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan, certification… more
- Capital One (Sacramento, CA)
- …a Local Market Leader (LML), you will report directly to the Regional Vice President of Regional Sales in Business Cards & Payments and will be responsible ... headquarters based support teams and local Retail and Small Business banking and Commercial bank relationships throughout...motivate and conduct joint work with their team of Relationship Managers. + Partner with other LMLs to ensure… more
- City National Bank (Los Angeles, CA)
- *MANAGER FOREIGN EXCHANGE SALES* WHAT IS THE OPPORTUNITY? Reports to the Executive Vice President and head of Capital Markets (CM) and manages a team of Foreign ... to attract new business from existing and new clients. Work with relationship managers to identify, pitch, and close FX opportunities with client suitability as… more
- Robert Half Legal (Corte Madera, CA)
- …package. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at ... in Northern California. This practice represents the firm's financial services, banking , healthcare, technology, and other innovative business clientele.… more
- Banc of California (Brea, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more