- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank … more
- PNC (San Francisco, CA)
- …the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in San Francisco, San Jose or ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- Bank of America (Palo Alto, CA)
- Sr . Relationship Manager, Global Commercial Banking - Transformative Healthcare (San Francisco/Palo Alto) San Francisco, California;Palo Alto, California **Job ... of America's Transformative Healthcare segment is seeking a Sr . Relationship Manager to join our West...group is a specialized team within the Global Commercial Bank which serves public and private healthcare… more
- City National Bank (Los Angeles, CA)
- *Client Servicing Manager Division Operations- Private Bank * WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private ... and industry regulations. Acts a primary liaison representing the Private Bank units in all matters affecting...relationship and risk management; * working knowledge of bank back office processes and systems. * Thorough understanding… more
- Citizens (Newport Beach, CA)
- Description The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's loan portfolio with extraordinary care and ... PB Lending Specialist has a strong understanding of Citizens Private Bank 's credit policy, underwriting guidelines, and...Bank guidelines and lead the conversation with the Relationship Manager, Client Relations Team, or Credit Risk Officer… more
- Bank of America (Los Angeles, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager Los...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- Citigroup (Beverly Hills, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- US Bank (Los Angeles, CA)
- …value, and educate senior executives on the importance of building a relationship with US Bank Avvance and Elavon. + Build a strong, vertical-focused ... At US Bank , we're on a journey to do our...Experience with credit products is essential - installment lending, private label credit cards, BNPL or similar + Strong… more
- City National Bank (Los Angeles, CA)
- *RESIDENTIAL LENDING LOAN OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This position is responsible for referral-based sales of first mortgage and concurrent second loan ... products to existing and potential private banking and high net worth clients. By partnering...and high net worth clients. By partnering with CNB's Relationship Managers, the position will support business development activities… more
- Citigroup (San Francisco, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Umpqua Bank (Sacramento, CA)
- …dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, ... Senior Wealth Advisor Wealth Management Portland, Oregon Boise,...place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.… more
- Citizens (San Diego, CA)
- Description Citizens Private Bank is opening a ...Manager (1) + PBO Office Lead (1) + PBO Senior Banker (1-2) + PBO Banker (1-2) PBO Manager ... expand in key growth markets. We're looking for talented Private Bank Office team members, who demonstrate...Hours - Monday - Friday - 40 hours PBO Senior Banker/Banker + The Senior Banker and… more
- Bank of America (Pasadena, CA)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, ... North Carolina; Miami, Florida; Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common...and make an impact. Join us! Job Description: The Senior Credit Underwriter (SCU) is aligned with the Credit… more
- City National Bank (Los Angeles, CA)
- …accurate documents to ensure all loan are documented to fully protect the Bank 's interests in the credit relationship . Review collateral periodically to minimize ... *CREDIT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Participates in the...credit and loan underwriting expertise to a team of Private Bankers. Analyzes prospective loan transactions and credit worthiness… more
- City National Bank (Los Angeles, CA)
- …Significant experience in driving operational change with front line to senior leadership personnel * Excellent relationship and stakeholder management ... * SENIOR BUSINESS CONTROLS MANAGER- Enterprise Programs* WHAT IS...THE OPPORTUNITY? This position will report to City National Bank 's ("CNB") Business Controls Officer ("BCO") for Consumer Banking;… more
- KeyBank (CA)
- …platform which includes traditional bank products and capital markets executions. Sr Relationship Managers also drive the financial performance of the team ... **Location:** 660 Newport Center Drive - Newport Beach, California 92660 **Job Description - Senior Relationship Manager, IPG** About the Job The Senior … more
- M&T Bank (Los Angeles, CA)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current… more
- CIBC (San Francisco, CA)
- 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 ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions… more