• Private Bank , Lending…

    Citizens (San Francisco, CA)
    …consumer and business lending products. What You'll Do: + Architect and execute private bank lending initiatives that set the standard in precision, ... job-we're recruiting a force multiplier. As a Lending Strategy & Execution Partner within our Private Bank , you will help architect the most… more
    Citizens (06/11/25)
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  • Citi Private Bank - Lending…

    Citigroup (San Francisco, CA)
    The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + ... Act as the initial subject matter expert for internal and client inquires on Private Banking lending products. Participate in regional sales and product partner… more
    Citigroup (06/03/25)
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  • Citi Wealth - Lending Advisor, West Coast…

    Citigroup (San Francisco, CA)
    …and excellence. + Create a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively identify lending opportunities with their ... integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers...Lending Advisory to ensure a co-hesive and effective strategy across the Americas + Act as the initial… more
    Citigroup (03/20/25)
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  • SVP, Investment Counselor - Citi Private…

    Citigroup (San Francisco, CA)
    …including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help meet the individual, family ... resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part...for cross sell opportunities in others areas of the bank , in particular lending , trust and institutional… more
    Citigroup (03/21/25)
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  • Private Banking Advisor

    CIBC (Newport Beach, CA)
    … or deposit growth field. + You have demonstrated knowledge of credit, lending , investment strategy , trust administration and wealth management solutions. + You ... We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.… more
    CIBC (04/04/25)
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  • Credit Officer I PB

    City National Bank (Los Angeles, CA)
    …based on information provided by the PCA. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit Manager and ... credit and loan underwriting expertise to a team of Private Bankers. Analyzes prospective loan transactions and credit worthiness...appropriate Bank personnel regarding new/existing lending requirements and… more
    City National Bank (05/13/25)
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  • Director, Technology & Innovation Banking

    BMO Financial Group (San Francisco, CA)
    Bank of Montreal's Technology & Innovation Banking Group provides high growth technology companies with a host of strategic, innovative and customized financial ... collateral and recognizes the critical value of a company's strategy , competitive position and management strength and capabilities. From...a 1-2 year sales plan to significantly expand the Bank 's market share and revenue base in the upper… more
    BMO Financial Group (06/04/25)
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  • Investment Associate Lead - C13

    Citigroup (San Francisco, CA)
    …including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help meet the individual, family ... of developments within own field and contributes to directional strategy by considering their application in own job and...and effectiveness of the sub-function/job family. **Responsibilities:** + The Private Bank at Citi (CPB) is part… more
    Citigroup (06/11/25)
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  • Senior Special Assets C&I Underwriter

    LTD Global (Livermore, CA)
    …of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through relationship-based service, ... responsible for underwriting and managing adversely graded loans within the Bank 's classified loan portfolio. This includes secured and unsecured commercial loans,… more
    LTD Global (05/03/25)
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  • Wealth - Art Advisor Sr. Lead

    Citigroup (Beverly Hills, CA)
    **Position Overview:** Citi Private Bank 's Art Advisory team has been a leader in the art advisory field since 1979, a regulated fiduciary providing personalized ... with legal and regulatory requirements in keeping with the policies of the Citi Private Bank Balance understanding of art market with requirements of financial… more
    Citigroup (04/16/25)
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