- MUFG (Los Angeles, CA)
- …expanding nationally and seeking to hire talented and experienced professionals at the Associate level in our Healthcare Group in Los Angeles, CA. ... of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to… more
- JPMorgan Chase (Los Angeles, CA)
- …enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. In this role you will work both ... to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping...and negotiate accordingly + Extensive knowledge of products and services + FINRA Series 79, 63 and Securities Industry… more
- Umpqua Bank (Los Angeles, CA)
- …consistently provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards + Initiates and develops new ... Retail Business Banker Retail Banking Group Los Angeles, California **Description**...new or existing business. + Proactively promotes and cross-markets bank products and services , and keeps client… more
- Umpqua Bank (Los Angeles, CA)
- …skills with ability to manage the most complex portfolios and knowledge of bank products and services . + Involved in community organizations. + Ability ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino,...trust and wealth transfer, credit, deposit and other appropriate services . + Manage relationships by leading the client team… more
- City National Bank (Los Angeles, CA)
- *CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, option, ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… more
- Bank of America (Los Angeles, CA)
- …on developing strategies to grow revenue domestically and globally for the bank 's Healthcare , Higher Education and Not-for-Profit vertical (HENFP). Key ... bank and operational aspects of the products and services used by clients in addition to possessing good...Requirements:** + 3+ years of B2B sales and/or client service experience in a financial services environment;… more
- Umpqua Bank (Los Angeles, CA)
- … Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash management, credit, investment ... Healthcare Relationship Manager Wealth Management Irvine, California Los...Ability to provide client solutions. + Extensive knowledge of bank products and services in order to… more
- Umpqua Bank (Los Angeles, CA)
- …Ability to work independently. + Ability to provide client solutions. + Knowledge of bank products and services . + Excellent oral and written communication. + ... Healthcare Business Development Officer Wealth Management Irvine, California...financial solutions to clients from all areas of the bank . + Advise clients on financial solutions and strategies.… more
- US Bank (Rancho Palos Verdes, CA)
- At US Bank , we're on a journey to do our...designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional… more
- US Bank (Woodland Hills, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Umpqua Bank (Los Angeles, CA)
- …transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate. ... and consistently provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards. + Acts as back up to… more
- Umpqua Bank (Los Angeles, CA)
- …Role:** Responsible for leading a team of associates in the delivery of Breakthrough Client Service and establishing the branch as the bank of choice in the ... (% business vs. consumer accounts), in addition to the associate 's skill set. + Leads, manages and coaches ...closely with cross-functional leaders within Retail and across the bank to provide meaningful client solutions in line with… more
- Umpqua Bank (Encino, CA)
- …client relationships, and coach and mentor other team members + Deep knowledge of bank products and services + Expert in building, advising, and managing client ... financial solutions to clients from all areas of the Bank + Advise clients on financial solutions and strategies...trends + Demonstrate a broad knowledge in other banking services offered by other lines of business to identify… more
- Umpqua Bank (Los Angeles, CA)
- …speaking engagements and panels as appropriate. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... on-the-job training. Keeps up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or… more