- City National Bank (Newport Beach, CA)
- **RELATIONSHIP BANKER ** **WHAT IS THE OPPORTUNITY?** Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Bank of America (Orange, CA)
- Senior Banker Orange, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… more
- Bank of America (Newport Beach, CA)
- Senior Banker Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… more
- Umpqua Bank (Irvine, CA)
- …skills. This includes offering sound financial advice, and often collaborating with internal Bank partners. Personal bankers are expected to be active in the ... Client Engagement Banker Retail Banking Group Irvine, California **Description** **About...Retail Banking Group Irvine, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+… more
- Wells Fargo (Irvine, CA)
- …your career" in the US **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… more
- Citigroup (Lake Forest, CA)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- JPMorgan Chase (Mission Viejo, CA)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of… more
- Banc of California (Newport Beach, CA)
- **Overview** 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...Notary. + Accepts secured and unsecured consumer loan and personal lines of credit applications and able to open… more
- BMO Financial Group (Santa Ana, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with… more
- JPMorgan Chase (Santa Ana, CA)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career ... development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding… more
- BMO Financial Group (Mission Viejo, CA)
- …identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based… more
- US Bank (San Clemente, CA)
- At US Bank , we're on a journey to do our best....the resources of a Fortune 150 company with the personal feel of a smaller company + Marketing warm leads ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...from Day One. **Job Description** Job Description At US Bank , we're passionate about helping customers and the communities… more
- City National Bank (San Diego County, CA)
- …The role of the Project Manager is to plan, execute, and finalize Bank projects according to timelines, milestone events and within budget. This includes acquiring ... and project execution throughout its life cycle. City National Bank Project Managers must adhere to the CNB Project...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- Bank of America (San Diego County, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- City National Bank (San Diego County, CA)
- …order to assess loan quality, credit risk classification, collateral analysis, adherence to Bank policies and to ensure that the quality of the portfolios of ... lending units is consistent with the goals of the Bank . Responsible for maintaining and analyzing an inventory of...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- City National Bank (Irvine, CA)
- …relationships with prospects and customers consistent with the objectives of the bank . + Actively works with customers and develops prospects consistent with the ... credit culture of the bank . Is pro-actively identifying and working with customers to...NATIONAL** We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- Bank of America (Newport Beach, CA)
- …while providing critical feedback to the product owners within the commerce organization. At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Newport Beach, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the ... CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Member of a highly productive, industry leading team of treasury ... business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients' and prospects' business environments, strategies, and… more