- Banc of California (Santa Ana, CA)
- …Accreditation or willingness to obtain CTP. + Strong aptitude for payment solutions including digital banking, investments, Wires, ACH, credit /debit cards, FX, ... and Denver, Colorado, as well as full-stack payment processing solutions through BancEdge. The bank is committed to its...Deep understanding of client business models and a trusted advisor in current and emerging payments. + Creative and… more
- Bank of America (Canoga Park, CA)
- Credit Solutions Advisor - Canoga Park Canoga Park, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum Education… more
- Bank of America (Newport Beach, CA)
- …the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum ... grow client and market share + Understands lending processes and credit guidelines to best develop solutions for each client's needs + Manages daily client and… more
- Bank of America (Newport Beach, CA)
- Credit Advisor , Global Wealth & Investment... credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their ... brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth… more
- Bank of America (Sun Valley, CA)
- Business Solutions Advisor - Sun Valley Financial Center Sun Valley, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sun-Valley/Business- Solutions - Advisor Sun-Valley-Financial-Center\_26000651) **Job Description:** At Bank of… more
- Edward Jones (Fountain Valley, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Edward Jones (Long Beach, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- PNC (Irvine, CA)
- …Banking organization, you will be based in Los Angeles, CA. Client Solution Advisor (CSS) provides support to Underwriters (UW), Credit Products Specialists ... critical compliance with policies, procedures, and risk avoidance. As a Client Solution Advisor , you will be responsible for supporting 3-5 Underwriters. You are the… more
- Bank of America (Newport Beach, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Newport Beach, California **To proceed with...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- Robert Half Office Team (Hawthorne, CA)
- Description We are looking for a dedicated Member Service Advisor to join a dynamic credit union team in Hawthorne, California. This Contract to permanent ... customer service by understanding member needs and offering tailored financial solutions . The ideal candidate will excel in fostering strong relationships, handling… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Data Scientist, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll partner ... teams across the enterprise to identify, design, and deliver data-driven solutions that improve safety, efficiency, reliability, and cost effectiveness. You will… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their...outcomes for all clients + * Ensure that proposed solutions fulfill clients' needs and objectives in the short,… more
- Columbia Bank (Los Angeles, CA)
- …and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . + In partnership with the ... with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess… more
- KeyBank (Newport Beach, CA)
- …mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural ... housing can leverage CDLI's broad, fully integrated platform, including solutions such as: construction; acquisition; bridge-to-re-syndication and preservation loans;… more
- Columbia Bank (Los Angeles, CA)
- …and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . + In partnership with the ... **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and working with… more
- Wells Fargo (Woodland Hills, CA)
- …full balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or ... skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely… more
- KeyBank (Newport Beach, CA)
- …strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and ... and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business… more
- KeyBank (Newport Beach, CA)
- …IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, ... and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and… more
- US Bank (Torrance, CA)
- …to lead. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. The responsibilities ... to the bank through strong business development and prospecting. + Be the primary advisor for our business clients. + Build, develop, enrich and manage new and… more
- Wells Fargo (Torrance, CA)
- …the bank as a trusted partner + Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our ... with policies and procedures + Act as a trusted advisor by offering a full range of products and...full range of products and services including business accounts, credit , treasury services, and digital tools + Actively prospect… more
