- JPMorgan Chase (Sacramento, CA)
- Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... opportunity to grow your career while making a significant impact on our business. As a Community Home Lending Advisor in Chase Home Lending , you… more
- Bank of America (San Jose, CA)
- …governing real estate lending + Ability to organize and deliver Home Buyer Workshop presentations + Knowledge of community housing counseling agencies ... Community Lending Officer - Willow Glen...process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients… more
- The Walt Disney Company (Burbank, CA)
- …Referrals/Mo consisting of the following three: + Wealth Management Referrals + Auto Advisor / Autoland Referrals + Home Mortgage Referrals + Investment Product ... our Orlando and California markets - Our Member Experience Advisor role **!** If you have experience as a...just in members' lives but within your team and community . + A Series 7 and 66 or equivalent… more
- Umpqua Bank (Redding, CA)
- …with a Commercial team to deepen client relationships. Maintains a trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the Commercial client "expert" in providing differentiating… more
- City National Bank (Palo Alto, CA)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
- JPMorgan Chase (San Luis Obispo, CA)
- …Advisors + Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and ... meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In… more
- City National Bank (Newport Beach, CA)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY ... needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on… more
- City National Bank (Beverly Hills, CA)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more