- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all ... CNS Investment Advisory Program and client-directed accounts, to affluent individuals...a variety of settings. What you will do * Investment Advisory Program Account AdministrationOpen Investment Advisory… more
- Citigroup (San Francisco, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex ... problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies… more
- JPMorgan Chase (Irvine, CA)
- …the box, challenging the status quo and striving to be best-inclass. As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part of ... evaluation of income property loan portfolios, training less experienced credit officer /analyst or division employees, and updating credit policies. + Formulating… more
- City National Bank (Beverly Hills, CA)
- …guidance to Relationship Managers and the Chief Business Line Lending Officer and collaborates in determining the appropriate strategy. * Attends client meetings ... at Relationship Manager or the Chief Business Line Lending Officer 's request to facilitate delivery of credit products and/or assist in problem resolution.… more
- Charles Schwab (Los Angeles, CA)
- …Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. **What you ... are good at:** The Business Development Officer , Schwab Wealth Advisory role will help promote, retain...+ 10 years of experience in business development and relationship management with a proven record of success +… more
- City National Bank (Irvine, CA)
- *CREDIT OFFICER SENIOR CRE * *Hybrid Schedule: Los Angeles, Irvine, or San Francisco, CA. * WHAT IS THE OPPORTUNITY? Participates in the loan management process by ... underwriting and portfolio management expertise to a team of Relationship Managers ("RM's") across the Bank, with focus on...on-going management of the portfolio. As a Senior Credit Officer , manages the most complex relationships and loans, and… more
- ThermoFisher Scientific (Carlsbad, CA)
- …**Job Description** Summarized Purpose: Serves as the West Coast Regional Medical Officer for PPD Biotech . Focuses on business development and client engagement ... and sustained relationship efforts for Biotech West Coast Region. Delivers strategic...Other Job Information: + Extension of the Global Medical Officer and Biotech Leadership Team + Serves as executive… more
- Wells Fargo (Long Beach, CA)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also...Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client &… more
- City National Bank (Walnut Creek, CA)
- *BUSINESS DEVELOPMENT OFFICER COMMERCIAL BANKING* WHAT IS THE OPPORTUNITY? Sources and develops new Commercial Banking business for the bank in assigned sales ... position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders when closing deals. Interacts with Bank… more
- City National Bank (Los Angeles, CA)
- *NEW BUSINESS OFFICER * WHAT IS THE OPPORTUNITY? This position is responsible for business and Client On-Boarding. Partners with Business Development to ensure the ... Provides a smooth file handoff with Trust Administration and provides ongoing relationship management with advisor and maintain exemplary service levels. Ensure new… more
- City National Bank (Beverly Hills, CA)
- *CREDIT OFFICER I ENT* WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise to a team of ... Entertainment Relationship Managers. Analyzes prospective loan transactions and credit worthiness...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- Bank of America (San Francisco, CA)
- Treasury Sales Officer - Greater Bay Area San Francisco, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... of America. Join us! **How you'll make an impact:** As aVPTreasury Sales Officer (TSO) aligned to Global Commercial Banking'sGreater Bay Area Market, you'll partner… more
- City National Bank (Los Angeles, CA)
- *OPERATIONS OFFICER * WHAT IS THE OPPORTUNITY? City National Bank is looking for a Back Office Operations Specialist within Capital Markets Operations. The ideal ... applicable to the departmental assignment. * Strong interpersonal, communication and relationship building skills. * Identify opportunities to improve processes and… more
- City National Bank (San Francisco, CA)
- *CREDIT OFFICER II CRE* *Hybrid Schedule: Los Angeles, Irvine, or San Francisco, CA. * WHAT IS THE OPPORTUNITY? Participates in the loan management process by ... providing loan underwriting, and portfolio management expertise to a team of Relationship Managers ("RM's") across the Bank, with focus on the Investor CRE portfolio… more
- City National Bank (San Francisco, CA)
- *CREDIT OFFICER LEAD CORPORATE BANKING - Food and Beverage * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan ... as applicable. * Provide balanced and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager. * Respond to inquiries… more
- City National Bank (Los Angeles, CA)
- *SMALL BUSINESS/CONSUMER CREDIT OFFICER II* WHAT IS THE OPPORTUNITY? This position is responsible for the end-to-end credit and compliance management process for ... be assigned projects from time-to-time. * Builds a strong and effective working relationship with Private Bankers and other bank credit partners. Acts as a single… more
- Wells Fargo (Pasadena, CA)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also...**About this role:** Wells Fargo is seeking a Trust Officer on the Special Needs Trust Services team as… more
- Citigroup (Canyon Country, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT SERVICE ASSOCIATE SENIOR* WHAT IS THE OPPORTUNITY? Work with Investment Services Managers in the managing of the overall relationship of assigned ... ensures compliance with all statutory requirements. What you will do * Investment Administration Process fund transfers, wires, checks, transfers to and from City… more
- Sharp HealthCare (San Diego, CA)
- …practices. **What You Will Do** In collaboration with the Chief Gift Planning Officer and the Frontline Fundraising team, manage and grow a pipeline of current ... with Foundation board members and key volunteers.Responsible for monitoring investment performance, fiduciary compliance, and gift acceptance policies.Continue to… more