• BBG VP Relationship Officer

    SMBC (Beverly Hills, CA)
    …Loans, Cash Management Services, International Services **JOB SUMMARY:** The Relationship Officer position is an integral component of the Area's sales strategy ... international bank services. Together with the Area Manager and Senior Relationship Manager, the RO works in concert with...* Assists Area Manager in providing proper training to non- officer staff so that a high level or morale… more
    SMBC (03/14/24)
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  • Senior Wealth Advisor

    Citigroup (Burbank, CA)
    …partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
    Citigroup (04/05/24)
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