- Bank of America (Newport Beach, CA)
- Private Client Advisor II Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... * Ability to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client -focused individual with exceptional… more
- City National Bank (Los Angeles, CA)
- …documentation in accordance with Bank policies and procedures and to facilitate closings with Private Client Advisor . * May be assigned projects from ... *SMALL BUSINESS/CONSUMER CREDIT OFFICER II * WHAT IS THE OPPORTUNITY? This position is...for the end-to-end credit and compliance management process for Private Banking on retail credit products and services (ie… more