- 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
- Citizens (Irvine, CA)
- Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The ... Sr lending specialist works in primarily operational, processing, and...control from the loan application through closing process. The Senior Lending Specialist is expected to lead, mentor, and… 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
- 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
- Bank of America (Newport Beach, 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)
- …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 (Newport Beach, 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
- City National Bank (Los Angeles, CA)
- …financial position. * Monitors and reviews REACT reports and works with Private Banking Relationship Managers to obtain necessary information to ensure ... *CREDIT ANALYST SENIOR * WHAT IS THE OPPORTUNITY? The Credit Analyst assists Relationship Managers and Credit Officers with the recommendations for new credit and… 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)
- …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
- Fifth Third Bank, NA (Los Angeles, CA)
- …are the leader positioning the Asset Backed Finance business along with the senior Relationship Manager representing the institution and driving and creating ... take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Leadership, client-facing role, directing deal teams working on asset… 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
- City National Bank (Los Angeles, CA)
- …Significant experience in driving operational change with front line to senior leadership personnel * Excellent relationship and stakeholder management ... assessments for broker dealer, registered investment advisory, trust department and private banking activities. This includes both non-deposit and insured deposit… 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
- EverBank (Irvine, CA)
- **Corporate Banking Relationship Manager** The Corporate Banking Relationship Manager will develop and manage relationships with high value business clients. ... This senior banker will self-source and work with internal business...and services within an assigned territory. The Corporate Banking Relationship Manager will be the primary contact for borrowing… 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