- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... and organizational client service and financial goals within the Financial Advisory - Bank function + Review basic or tactical client goals and risk tolerance,… more
- BMO Financial Group (Alhambra, CA)
- …and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about ... with legal and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and ethical requirements. +… more
- Bank of America (Los Angeles, CA)
- Wealth Management Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Wealth-Management-Client- Associate \_25046119) **Job Description:** Merrill Wealth Management is a leading… more
- City National Bank (Los Angeles, CA)
- *RELATIONSHIP ASSOCIATE SENIOR - PBB* WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas ... Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes...integrity of the branch as defined by management and bank policy. This colleague understands and is able to… more
- Bank of America (Pasadena, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pasadena/Wealth-Management-Client- Associate Mandarin-Language-Required\_25039610) **Job ... Wealth Management Client Associate - Mandarin Language Preferred Pasadena, California **To...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- City National Bank (Los Angeles, CA)
- *FOREIGN EXCHANGE ASSOCIATE * WHAT IS THE OPPORTUNITY? The FX Associate plays a critical role in supporting all functions to drive success and growth of the ... clients, identify new opportunities and structure and execute trades. The FX Associate will also interface independently with internal and external clients to… more
- City National Bank (Los Angeles, CA)
- *BUSINESS DEVELOPMENT OFFICER ASSOCIATE * WHAT IS THE OPPORTUNITY? Responsible for identifying and acquiring individual and corporate prospective clients for CNB. ... commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers… more
- Columbia Bank (El Segundo, CA)
- …This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day-to-day operational excellence in the branch, supervising, and ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...You:** + High School Diploma or GED, required. + Associate 's or Bachelor's, Vocational, or Technical Degree in banking,… more
- Bank of America (Los Angeles, CA)
- …Adjustments-Representative-II Cash-and-Transportation\_25044452) **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...various channels, and Lines of Business including Customer Services. Associate will resolve out of balance scenarios; answers service… more
- Bank of America (Westlake Village, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices + This individual functions independently, or with minimal… more
- Columbia Bank (Los Angeles, CA)
- …and cross-sell treasury management solutions through needs analysis approach, and use of bank leads technology (USLs). Follow up by phone, or virtually on sales ... follow up and resolution ofproblems;billing issues, assisting clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner… more
- Columbia Bank (Los Angeles, CA)
- …Client Service Specialists (Teller) play a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Float Manager, various ... transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. The CSS-Float role is also responsible… more
- Columbia Bank (Los Angeles, CA)
- …existing Commercial Deposit Relationshipsresulting inprofitable deposit growth for the Bank . + Manage customer relationships and proactively study industrial, ... and other internal partners to execute on providing a comprehensive suite of bank deposit solutions to our Commercial clients. + Manage and apply pricing strategy… more
- Columbia Bank (Los Angeles, CA)
- …sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated. + Oversee the outside sales and origination of ... and various financial products the company offers through other areas of the bank . + Complete annual training requirements including all BVS courses before due dates… more
- Columbia Bank (Los Angeles, CA)
- …sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated, but also in partnership with community lending ... and various financial product the company offers through other areas of the bank . + Completes annual training requirements including all BVS courses before due dates… more
- Columbia Bank (Los Angeles, CA)
- …to promote office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... on-the-job training. Keeps up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or… more
- Columbia Bank (Los Angeles, CA)
- …existing clients and new prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and external partners to help educate ... management principles and estate planning strategies. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job… more
- Bank of America (San Fernando, CA)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Fernando/Relationship-Banker\_25043620-2) **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...cash handling experience. * Bachelor's degree or business relevant associate degree such as business management, business administration, or… more
- Bank of America (Canoga Park, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Canoga-Park/Credit-Solutions-Advisor Canoga-Park\_25042089) **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...role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support Manager, Lending Specialist, Senior Banker,… more
- Bank of America (Torrance, CA)
- …age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Torrance/Relationship-Banker\_25044116) **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...of cash handling experience + Bachelor's Degree or business-relevant Associate 's Degree such as business management, business administration or… more