• Senior Home Lending

    JPMorgan Chase (Temecula, CA)
    As a Senior Home Lending Advisor , you take your clients on a first-class journey to home ownership and deliver strong sales results. **Job Profile:** ... Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of … more
    JPMorgan Chase (06/15/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** + Build relationships with ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) + Acquire new… more
    Citigroup (08/24/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new… more
    Citigroup (07/16/25)
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  • Credit Solutions Advisor - Los Altos

    Bank of America (Long Beach, CA)
    … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at ... Credit Solutions Advisor - Los Altos Long Beach, California **To...align with the client's unique priorities * Presents potential home lending product solutions, submits the mortgage… more
    Bank of America (09/09/25)
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  • Middle Market Relationship Manager I

    Columbia Bank (Riverside, CA)
    …for better. **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and ... its overall financial targets. + Serves as a trusted advisor to clients, functions as the Middle Market client...risk management for Bank. + Knowledge of Middle Market lending policies, procedures, practices and documentation. + Proficiency with… more
    Columbia Bank (09/06/25)
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  • Manager Branch II

    City National Bank (Newport Beach, CA)
    …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... new client relationships and deepen existing client relationships; provide senior support and act as a role model to...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES… more
    City National Bank (08/07/25)
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