- Financial Partners Credit Union (Orange, CA)
- …individual with a proven track record of success to join our team as a Personal Banking Officer at our Orange Branch. As a Lead Personal Banker, you ... will be assisting members with various loan options, explaining features of all our products and services, opening accounts and referring members for financial planning, investments and insurance products. Primary duties of this unique opportunity are as… more
- MUFG (Los Angeles, CA)
- …first contact officer for clients for matters relating to all banking services and advise clients, where possible, concerning business management and financial ... relationships with both existing and potential clients to deliver comprehensive banking services and cross-sell MUFG products, while effectively managing credit risk… more
- City National Bank (Los Angeles, CA)
- …10 years of experience in one or more of the following: asset management, banking /credit, personal trust, and brokerage services. * Minimum 10 years of sales ... market. Provide integrated financial services advice to these clients including: banking , credit, asset management, trust and estate planning, and brokerage. Manages… more