- Citigroup (Costa Mesa, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- JPMorgan Chase (Irvine, CA)
- …to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on building, preserving and ... motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly… more
- City National Bank (Pasadena, CA)
- * PRIVATE BANKER * WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and...ongoing growth and development of PB and City National Bank . * May partner with another CA and manage… more
- US Bank (Irvine, CA)
- At US Bank , we're on a journey to do our...what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level… more
- JPMorgan Chase (Brea, CA)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible +...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- Wells Fargo (Irvine, CA)
- …focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop ... independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance… more
- Wells Fargo (Wilmington, CA)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier … more
- Columbia Bank (Irvine, CA)
- …involvement and from internal partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the ... when there is a borrowing relationship. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities… more
- JPMorgan Chase (Irvine, CA)
- …your career to the next level. As a Program Banker Analyst in the US Private Bank , you will work on an integrated team with our bankers, global investment ... motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly… more
- Citigroup (Costa Mesa, CA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- Columbia Bank (Irvine, CA)
- **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, ... prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and...and estate planning strategies. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- JPMorgan Chase (Brea, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications,… more
- Columbia Bank (Irvine, CA)
- **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning ... goals and objectives, and individual circumstances. + Works with Wealth Advisors, Private Bankers and clients to develop, implement and regularly review wealth plans… more
- US Bank (Irvine, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Columbia Bank (Irvine, CA)
- …an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community ... bank , and this individual should be integrated into their...assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and… more
- City National Bank (Irvine, CA)
- …credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual ... key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based… more
- City National Bank (Irvine, CA)
- …transactions. Interprets and executes operational procedures in support of the Bank compliance policies and procedures as well as all regulatory requirements ... findings. * Ensures that the department consistently complies with all City National Bank policies and * Procedures, as well as applicable regulations. * Identifies,… more
- City National Bank (Irvine, CA)
- …findings. * Ensures that the department consistently complies with all City National Bank policies and procedures, as well as applicable regulations. * Documents and ... complaints, problems and/or issues to avoid financial/key relationship loss to the Bank . * Takes appropriate action to prevent future problems as necessary. *… 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 ... business financing needs. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business equipment...a company backed by the financial strength of Regions Bank , which boasts $153 billion in assets. Join our… 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 their business financing needs. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business equipment and technology and… more