- 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
- 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 (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
- Bank of America (Milpitas, CA)
- … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at ... Credit Solutions Advisor - McCarthy Ranch Milpitas, California **Job Description:**...America for 1 year + Knowledge of credit and home lending requirements + Actively listens to… more
- City National Bank (Beverly Hills, CA)
- *RELATIONSHIP MANAGER SENIOR * *Beverly Hills Main Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
- Umpqua Bank (San Diego, CA)
- …with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... in the market's portfolio. + Serves as the trusted advisor to clients, functions as the Middle Market client...+ Makes decisions on loans and terms within established lending limits. Analyzes credit to determine the ability of… 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 (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
- The Walt Disney Company (Burbank, CA)
- …Percentage . MBI Units / Penetration Percentage . Wealth Management Referrals . Partners Home Mortgage Referrals . Auto Advisor / Autoland Referrals . Mystery ... and cross-sells Partners' products and services during each interaction. As a Senior Member Experience Professional, you will take on a leadership role within… more