- Wells Fargo (Los Angeles, CA)
- …with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more areas ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or… more
- JPMorgan Chase (Redwood City, CA)
- …business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending , Branch Teams) to connect ... of 1 year experience in a Business Banking Relationship Management role or related business lending experience...Banking Relationship Management role or related business lending experience + General business experience and knowledge of… more
- CIBC (Newport Beach, CA)
- …institutions. + You have a minimum 10 years of experience in high-net-worth wealth management or a related asset, lending or deposit growth field. + You have ... demonstrated knowledge of credit, lending , investment strategy, trust administration and wealth management solutions. + You put our clients first. You engage… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families. This firm is known for delivering white-glove service across wealth management , financial planning, lending strategy, and family ... client relationships, cross-functional collaboration, and a modern approach to wealth management + Emphasizes professional development, mentorship, and… more
- Citigroup (Canyon Country, CA)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...Demonstrated customer service skills + Strong relationship development and management skills + Expertise of general lending … more
- Citigroup (Morgan Hill, CA)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... able to work independently + Strong relationship development and management skills + Expertise of general lending ...and management skills + Expertise of general lending products and overall mortgage industry. + This position… more
- Bank of America (Los Angeles, CA)
- …+ Analyzes legal issues and implications on consumer banking and wealth management products, services, and regulatory matters + Communicates ... Attorney - Fair Lending & UDAAP Washington, District of Columbia;Atlanta, Georgia;...closely with various internal clients and partners, including product management , underwriters, document preparation groups, client facing personnel, risk… more
- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...a focused sales process. + Generate new assets under management through the bank's existing lending relationships… more
- JPMorgan Chase (Palo Alto, CA)
- …will also be a plus. As a Vice-President, Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trust & estate ... about the various products and platforms (investment, banking and lending ) available to our advisors across JPMWM in order...for people as well as planning and for the wealth management industry overall, must demonstrate independent… more
- Carrington (Anaheim, CA)
- **Come join our team and work remote from home!** The Mortgage Lending Email Marketing Specialist will be mainly focused on providing production support for various ... projects with emphasis on email marketing and lead nurture campaigns, keeping management informed of status of assigned marketing projects. Perform all duties in… more