- Umpqua Bank (Los Angeles, 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
- 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
- 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
- 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
- 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
- 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
- JPMorgan Chase (Los Angeles, CA)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One Chase ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in...banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
- JPMorgan Chase (Los Angeles, CA)
- …of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in...retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker,… more
- Regions Bank (Irvine, CA)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... and retains and services clients. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business equipment and technology and… more
- City National Bank (Los Angeles, CA)
- …is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will be responsible for ... satisfaction. * Design, develop and operate analytical views (dashboards, etc.) on behalf of senior leaders and help them obtain the insights they need to run the… more
- BMO Financial Group (Los Angeles, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation… more
- Regions Bank (Irvine, CA)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... for their business financing needs. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business equipment and technology and… more
- Citigroup (Downey, 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
- MUFG (Los Angeles, CA)
- …details. **Job Summary:** Join our Funds Finance Group, a team dedicated to supporting private equity funds in all sectors including but not limited to real estate, ... a portfolio of loans and lines of credit for private equity fund clients. Your role will involve evaluating...Recognize / communicate potential credit quality issues within the bank . + Work as part of a team to… 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
- MUFG (Los Angeles, CA)
- …highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, ... family-owned companies, private equity sponsors and major corporations, through dedicated banking...is seeking to hire a Buy-side Business Development Vice President/ Senior Associate to augment its buy-side efforts and buy-side… more