- 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
- 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 (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 (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
- 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
- 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
- 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
- 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
- BMO Financial Group (Newport Beach, CA)
- …Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank . Maintains and promotes a ... transactions and corporate finance topics to commercial clients and prospects of the bank . BCA works in close partnership with BMO's commercial banking team to bring… more
- 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
- 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
- JPMorgan Chase (San Francisco, CA)
- …firm's portfolio company coverage strategy , while actively engaging with Private Bank , Credit, and Investment Banking product sets. **Job Responsibilities** ... and drive outcomes for the firm's portfolio company coverage strategy , engaging with Private Bank ,...Commercial Banking's business model, products, and clients + Direct lending or credit supported related experience with a focus… more
- Cherry Bekaert (Sacramento, CA)
- …objectives in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + ... Actively managing a pipeline of community development finance investing, lending , and growth initiatives + Collaborating with GPS and GovCon teams to identify and… more
- Cherry Bekaert (Sacramento, CA)
- …objectives needs to be developing a sustainable financial plan. + Help secure private investment commitments and a strategy for long-term financial viability. + ... Actively manage a pipeline of community development finance investing, lending , and growth initiatives + Collaborate with GPS and GovCon teams to identify and… more