- JPMorgan Chase (Newark, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending , you will join… more
- Citigroup (Sunnyvale, CA)
- …experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new… more
- Umpqua Bank (San Jose, CA)
- …Solution Managers to deepen client relationships. While you maintain a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... bank in achieving its overall financial targets. + Serve as a trusted advisor to clients, functions as the Middle Market client "expert" in providing differentiating… more
- City National Bank (Palo Alto, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... new client relationships and deepen existing client relationships; provide senior support and act as a role model to...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) + KEY CAPABILITIES… more