- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the… more
- 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 (San Diego County, 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
- JPMorgan Chase (Foothill Ranch, 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)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career ... focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop… 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
- Citigroup (Costa Mesa, CA)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call planning, ... **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** Costa Mesa California… more
- Wells Fargo (Irvine, CA)
- **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 more about ... . 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)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... and from internal partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the client… 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
- Bank of America (Newport Beach, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused individual with exceptional interpersonal… more
- CIBC (Newport Beach, CA)
- …serving as a trusted advisor, while surrounding the relationship with specialists ( Private Banker , Investment Manager and Trust Advisor). + Focus on ... We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.… more
- Comerica (Costa Mesa, CA)
- Job Description Regional Director- Private Banking Responsible for the strategic development, growth, quality and profitability for assigned market. May have ... responsibility for other offices as needed. Directs activities and manages private bankers in analyzing and structuring credit facilities for new and existing… more
- JPMorgan Chase (Irvine, 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
- JPMorgan Chase (Westminster, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- Bank of America (Newport Beach, CA)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/SCOTTSDALE/Commercial-Credit-Officer\_25027517) **Job Description:** At Bank of America, we are guided ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...variety of 501c3 not for profit clients including healthcare, private universities, colleges and K-12 schools, cultural, professional and… more
- US Bank (San Diego County, 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 ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...investment and insurance products and services + Knowledge of private banking products and services, including credit processes and… more
- US Bank (Riverside, CA)
- At US Bank , we're on a journey to do our...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training ... 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)
- …team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a communitybank,and ... or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering… more
