- Columbia Bank (Irvine, CA)
- …involvement and from internal partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the ... especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank ... and executive level professionals. + Proven business development, relationship and portfolio management, private banking, and… more
- Citizens (Newport Beach, CA)
- Description The Private Bank Senior Credit Officer is responsible for overseeing the credit approval process, assessing credit risk, and ensuring the bank ... be to: + Evaluate and approve credit proposals, including credit products offered by the Private Bank in the Consumer and Commercial product lines to support … more
- Citigroup (Costa Mesa, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- JPMorgan Chase (Irvine, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... level. As a Program Banker Analyst in the US Private Bank , you will work on an...you will assume significant responsibility by interacting frequently with senior management and working directly with clients **Required Qualifications,… more
- KeyBank (Newport Beach, CA)
- …platform which includes traditional bank products and capital markets executions. Sr Relationship Managers also drive the financial performance of the team ... **Location:** 660 Newport Center Drive, Newport Beach California **Job Description - Senior Relationship Manager, IPG** About the Job The Senior … more
- Columbia Bank (Irvine, CA)
- …dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who… more
- Regions Bank (Irvine, CA)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... and their business financing needs. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business equipment and technology and… more
- City National Bank (Sherman Oaks, CA)
- …Solutions team provides underwriting and proactive portfolio management expertise to the Bank 's CRE clients, including private individuals and family offices, ... credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual… more
- City National Bank (Irvine, CA)
- …credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual ... key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based… more
- Regions Bank (Irvine, CA)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... for their business financing needs. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business equipment and technology and… more