- Bank of America (Carson, CA)
- Credit Solutions Advisor - South Bay Pavilion Carson, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... 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 (Baldwin Park, CA)
- …held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Bank of America (Beverly Hills, CA)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Bank of America (Beverly Hills, CA)
- Business Solutions Advisor - Beverly Wilshire Financial Center Beverly Hills, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/Business- Solutions - Advisor Beverly-Wilshire-Financial-Center\_25034436) **Job Description:** At Bank of… more
- Bank of America (West Covina, CA)
- Business Solutions Advisor - Eastland Financial Center - Bilingual Spanish Required West Covina, California **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/West-Covina/Business- Solutions - Advisor Eastland-Financial-Center Bilingual-Spanish-Required\_25040316) **Job Description:** At Bank… more
- CIBC (Newport Beach, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new ... at the time of your interview._** **How you'll succeed** The Private Banking Advisor 's specific focus is growth through new relationships and opportunities as well… more
- Edward Jones (Agoura Hills, 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
- City National Bank (Los Angeles, CA)
- * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? The Senior Foreign Exchange advisor plays a pivotal role in driving the growth of our foreign ... to navigate legal and financial documentation to provide customized solutions to existing and prospective clients. The Senior FX... to existing and prospective clients. The Senior FX Advisor will lead with strategic vision while executing tactical… more
- Edward Jones (Los Angeles, 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
- JPMorgan Chase (Long Beach, CA)
- Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... impact on our business. As a Community Home Lending Advisor in Chase Home Lending, you will join a...years of proven mortgage sales experience including strong product, credit , and mortgage process knowledge and an understanding of… more
- Bank of America (Beverly Hills, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Beverly Hills, California **To proceed with...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- JPMorgan Chase (Claremont, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- Sedgwick (Los Angeles, CA)
- …Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental (Professional Liability) **Job Description Summary** To analyze complex ... travel as required **Auditory/Visual** **:** Hearing, vision and talking **NOTE** **:** Credit security clearance, confirmed via a background credit check, is… more
- City National Bank (Los Angeles, CA)
- * ADVISOR II - FOREIGN EXCHANGE* WHAT IS THE...client issues and concerns are addressed. * Interface with credit and legal teams to ensure timely approval and ... Act (CRA) and Affirmative Action. * Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy… more
- Wells Fargo (Irvine, CA)
- …market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide ... this role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to support Equpment Finance...**In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term… more
- Wells Fargo (Los Angeles, CA)
- …with product, compliance, credit , and operations teams to deliver integrated solutions . + Skilled in advisor onboarding and enablement, including vetting ... + Develop and maintain deep expertise in Wells Fargo's Lending and Banking Solutions , including Home Mortgage, Securities-Based Lending, Custom Credit , and core… more
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …week a month. This career opportunity will focus on aligning ERP solutions with business processes, particularly in payroll, accounting, and compliance, for ... we're transforming Government** We use technical expertise and secure solutions to help government reinvent the ways of working...and end-user adoption efforts * Act as a trusted advisor to project sponsors and executive stakeholders * Stay… more
- SMBC (Los Angeles, CA)
- …internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . * Maintains active prospecting ... services of a smaller bank. Specialties: Commercial Loans and Lines of Credit , Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash… more
- KeyBank (Los Angeles, 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
- BMO Financial Group (Newport Beach, CA)
- …Do you thrive in high-stakes environments where your expertise in credit analysis and client relationship management directly impacts financial outcomes? If ... financial situations. You will assess risk, structure deals strategically, and negotiate solutions that benefit both the client and the bank. What You'll Do:… more