- Truist (San Francisco, CA)
- …relationships by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective ... identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients...to serve the retail banking needs of our clients' owners/ management /teammates (eg Private Wealth Management ,… more
- JPMorgan Chase (Walnut Creek, CA)
- …relationships and providing financial advice with a focus on client experience and risk management , while focusing on acquiring new relationships, retaining and ... referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase...client experience + Protect the firm by following sound risk management protocols and control policies and… more
- JPMorgan Chase (Irvine, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner ... presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the… more
- JPMorgan Chase (Irvine, CA)
- …needs and circumstances of their businesses + Use knowledge of business, finance, banking, credit , and risk management to identify, recommend, and promote ... financial advice with a focus on client experience and risk management while deepening existing relationships and...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Huntington National Bank (Sacramento, CA)
- …including Treasury Management , Capital Markets, International Banking, Wealth Management , Private Banking, and Insurance. + Formal credit training and ... selling and introductions to appropriate bank partners in treasury management , capital markets, insurance, wealth and private...an updated qualified prospect list that aligns with the risk profile of the bank. Maintains updated pipeline and… more
- Bank of America (Beverly Hills, CA)
- …their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +...+ Referral Management + Relationship Building + Risk Management + Active Listening + Attention… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... Key responsibilities include financial and cash flow analysis, collateral evaluation, risk mitigation strategy development, and preparation of required monthly and… more
- Citigroup (Canyon Country, CA)
- …banking and credit , corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services ... customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets,...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Enterprise Bank & Trust (Cerritos, CA)
- …+ Identify deposit driven commercial relationships and present solutions using treasury management , wealth products and other services. + Manages and services ... pertinent financial data. + Analyzes pertinent financial information and determines whether a credit is an acceptable risk . + Approves loans within assigned… more
- Wells Fargo (Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance),… more
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