• Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    *LEAD CLIENT SERVICES OFFICER * WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... City National Securities. Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers, and licensed representatives on… more
    City National Bank (08/07/25)
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  • Estate Officer - Fiduciary Specialist

    Wells Fargo (Irvine, CA)
    …trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust...Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within… more
    Wells Fargo (08/22/25)
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  • JP Morgan Wealth Management - National…

    JPMorgan Chase (Irvine, CA)
    If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... for you. As a Personal Advisor, in JP Morgan's Wealth Management's National Branch Personal Advising group, you will...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
    JPMorgan Chase (07/30/25)
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  • SBA Sr Business Development Officer

    Comerica (San Jose, CA)
    Job Description Business Development Officer The Business Development Officer (aka Small Business Advisor/SBA) role will be responsible for increasing the Bank's ... Self-Develop profitable new business with target customer segments. Partner with Relationship Managers to develop new business. Provide client retention support to… more
    Comerica (07/17/25)
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  • Business Development Officer

    City National Bank (San Francisco, CA)
    *BUSINESS DEVELOPMENT OFFICER * WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and ... position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within… more
    City National Bank (08/07/25)
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  • Business Development Officer - Escrow…

    Citigroup (Beverly Hills, CA)
    …to directly impact one of the highest-growth segments within Citi's Wealth business.** **Key Responsibilities** **:** **Originate new business for Citi's Escrow ... closely with internal and external product, operations, compliance, and relationship management teams to deliver seamless end-to-end execution of transactions.**… more
    Citigroup (07/22/25)
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  • Private Banking Officer I

    City National Bank (Beverly Hills, CA)
    *PRIVATE BANKING OFFICER I* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from ... services. Introduce clients to appropriate areas within the Bank such as Wealth Management, International Treasury Management, or to a Private Banker. Maintain… more
    City National Bank (08/30/25)
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  • Community Lending Officer - Hollister, CA…

    Citigroup (Morgan Hill, CA)
    The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
    Citigroup (07/13/25)
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  • Associate, Relationship Manager - Client…

    BlackRock (San Francisco, CA)
    …service delivery, and onboarding teams bringing new business onto our platform, 2. ** Wealth ** , differentiated capability for both Whole Portfolio and Wealth ... enhancement of the client experience. **Role Responsibility** In the role of Client Service Officer (CSO) you will be a dedicated member of the client servicing team… more
    BlackRock (08/30/25)
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  • Commercial Banking Associate

    Comerica (Costa Mesa, CA)
    …demonstrates Sales and Credit skills learned in the program. Initial placement into Relationship Manager I, First Level Officer position. Placement out of the ... challenging career path designed to develop Commercial Banking Associates into well-rounded Relationship Managers that exhibit a solid credit foundation and strong … more
    Comerica (08/29/25)
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