- JPMorgan Chase (Temecula, CA)
- As a Senior Home Lending Advisor , you take your clients on a first-class journey to home ownership and deliver strong sales results. **Job Profile:** ... Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of … more
- Citigroup (Pleasant Hill, CA)
- …experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new… more
- Citigroup (San Francisco, CA)
- …experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** + Build relationships with ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) + Acquire new… more
- City National Bank (West Hollywood, CA)
- *RELATIONSHIP MANAGER SENIOR * WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
- Umpqua Bank (San Jose, CA)
- …with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... in the market's portfolio. + Serves as the trusted advisor to clients, functions as the Middle Market client...+ Makes decisions on loans and terms within established lending limits. Analyzes credit to determine the ability of… more
- Umpqua Bank (CA)
- …with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... in the market's portfolio. + Serves as the trusted advisor to clients, functions as the Middle Market client...+ Makes decisions on loans and terms within established lending limits. Analyzes credit to determine the ability of… more
- City National Bank (Walnut Creek, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... new client relationships, and deepen existing client relationships; provide senior support and act as a role model to...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES… more
- City National Bank (Valencia, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... new client relationships and deepen existing client relationships; provide senior support and act as a role model to...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES… more