- City National Bank (Irvine, CA)
- …the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as ... and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending… more
- City National Bank (Newport Beach, CA)
- …CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales , networking, and community presence activities that generate the ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...client contact - networking & being visible in the community , representing the Bank by actively participating… more
- BMO Financial Group (San Diego County, CA)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. +… more
- Banc of California (Laguna Hills, CA)
- …complex transactions. + Supports the Branch Manager instilling and maintaining a positive sales environment through education of the + Bank 's products and ... **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of… more
- BMO Financial Group (Irvine, CA)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending… more
- Wells Fargo (Mission Viejo, CA)
- …relationship manager for a portfolio of small business customers with annual gross sales between $100k and $1MM in an assigned territory using customer relationship ... management tools and systems and coordinate efforts with partners across the bank + Work proactively to build and grow relationships with new customers and engage… more
- JPMorgan Chase (Newport Beach, CA)
- …exceptional client experience. As a Relationship Manager in the Firm's Consumer and Community Banking division, you will help your clients explore the full financial ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job Responsibilities** + Develop new and… more