• Sr Private Bank

    Citizens (San Francisco, CA)
    Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The ... Sr lending specialist works in primarily operational,...control from the loan application through closing process. The Senior Lending Specialist is expected to lead,… more
    Citizens (05/18/25)
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  • Sr PB Lending Specialist…

    Citizens (San Francisco, CA)
    Description The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's loan portfolio with extraordinary care and ... service. The Senior Lending Specialist works in primarily operational,...Lending Specialist has a strong understanding of Citizens Private Bank 's credit policy, underwriting guidelines, and… more
    Citizens (05/23/25)
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  • SVP, Investment Counselor - Citi Private

    Citigroup (San Francisco, CA)
    …including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help meet the individual, family ... resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part...for cross sell opportunities in others areas of the bank , in particular lending , trust and institutional… more
    Citigroup (03/21/25)
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  • Senior Wealth Advisor - International…

    Citigroup (San Francisco, CA)
    …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
    Citigroup (05/21/25)
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  • Senior Business Controls Manager-…

    City National Bank (San Francisco, CA)
    * SENIOR BUSINESS CONTROLS MANAGER- Enterprise Programs* WHAT IS THE OPPORTUNITY? This position will report to City National Bank 's ("CNB") Business Controls ... with the BCOs (and their teams) for Commercial Banking, Entertainment Banking, and Private Banking, as well as operational and support functions. This role will… more
    City National Bank (04/10/25)
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  • Senior Special Assets C&I Underwriter

    LTD Global (Livermore, CA)
    …of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through relationship-based service, ... engagement. Position Overview Reporting to the Special Assets Manager, the Senior Special Assets C&I Underwriter is responsible for underwriting and managing… more
    LTD Global (05/03/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
    Citigroup (05/25/25)
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  • Business Relationship Manager Senior

    JPMorgan Chase (Walnut Creek, CA)
    …banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One Chase ... deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker,...banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
    JPMorgan Chase (05/25/25)
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  • Relationship Executive, Innovation Economy Venture…

    JPMorgan Chase (San Francisco, CA)
    …for the firm's portfolio company coverage strategy, while actively engaging with Private Bank , Credit, and Investment Banking product sets. **Job ... for the firm's portfolio company coverage strategy, engaging with Private Bank , Credit and Investment Banking product...and Investment Banking product sets. + Work closely with senior leaders within the IE team and across the… more
    JPMorgan Chase (05/25/25)
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  • Growth & Middle Market Technology Banking…

    MUFG (Menlo Park, CA)
    …negotiate, and present to senior credit committee on all aspects of a lending opportunity and will lead a new deal from origination to closing. This role is ... Market Technology Banking Team at MUFG covers the most exciting venture backed, private equity owned, pre-IPO and publicly traded technology companies in the world.… more
    MUFG (03/24/25)
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