- Umpqua Bank (Irvine, CA)
- Client Engagement Banker Retail Banking...products and loans, as well as collaborating across the Bank to meet client needs. + Provide timely ... Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** Client Engagement Bankers build meaningful, long-term relationships by… more
- Bank of America (Newport Beach, CA)
- …individual with exceptional interpersonal skills * A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... full array of Private Bank and the bank 's capabilities and services to meet specific client... bank 's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients.… more
- Bank of America (Los Angeles, CA)
- …technical consultant to both internal sales teams and their clients. Through the client engagement process, the MS will provide consultative services to highly ... to have a deep and wide understanding of the client segment, Payment ecosystem, merchant processing and how to...to the product owners within the commerce organization. At Bank of America, we are guided by a common… more
- Citigroup (Long Beach, CA)
- …and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment ... + Energetically greet and interact with clients on the bank floor to proactively identify and address client...Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client … more
- Citigroup (Los Angeles, CA)
- …and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment ... + Energetically greet and interact with clients on the bank floor to proactively identify and address client...Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client … more
- PNC (Los Angeles, CA)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relations, Customer Engagement , Decision Making, Financial Analysis, Identifying ... to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Los Angeles, CA. The position is… more
- PNC (Los Angeles, CA)
- …understanding of the client 's needs and their financial well-being. Drives client engagement and loyalty. Generates ideas and best practices within ... relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client… more
- US Bank (Los Angeles, CA)
- …- Exceptional written, verbal, and interpersonal communication skills - Strong commitment to client service We are proud that US Bank has been recognized ... At US Bank , we're on a journey to do our...Law Division has been recognized for its leadership and engagement in Diversity, Equity, and Inclusion initiatives. If there's… more
- City National Bank (Los Angeles, CA)
- …IS THE OPPORTUNITY?** This position will work directly with the City National Bank ("CNB") Business Control Officer ("BCO") and Senior Business Control Manager for ... business teams' liaison for business line risk management, compliance activities, legal engagement , and internal or external audits. + Act as a liaison representing… more
- Deloitte (Costa Mesa, CA)
- …technology advisory services that shape the landscape of our clients' financial success. + Client Engagement : Play a central role in client communication, ... to Fortune 500 corporations, focusing on treasury IT strategy, bank connectivity strategies (eg, SWIFT, multibank reporting), vendor selections, organizational… more
- Arup (Los Angeles, CA)
- …markets to identify project leads + Manage information in databases related to client engagement + Conduct research on managed/priority clients and update and ... maintain information in our Client Relationship Management database + Assist in preparing brochures...in fraudulent job advertisements. Arup will never ask for bank information as part of our recruitment process. \#goarup… more
- Bank of America (Los Angeles, CA)
- …Tool updates + Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client 's current book of business, while ... Trust Senior Associate (TSA) Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better… more
- City National Bank (Los Angeles, CA)
- …designed to support them; and engaging them to remain vital contributors to the bank 's priorities for serving its clients and communities. To do this, the HR ... translating critical HR priorities into tangible messaging that drives awareness, engagement and action. A member of the Corporate Communications team reporting… more
- City National Bank (Los Angeles, CA)
- …and coordinate closely with the vendor risk assessment team to ensure proper engagement and governance is being followed during the onboarding, due diligence phase ... and manual processes. + Maintain proper information/documentation and records related to the Bank 's vendors for both internal and external audits using OCC and FFIEC… more
- City National Bank (Los Angeles, CA)
- …related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank 's BSA Program while utilizing sound and current compliance industry standards and practices. ... to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison...materials, including oversight. + Support issue management including stakeholder engagement and tracking and monitoring + Maintain authoritative knowledge… more
- City National Bank (Los Angeles, CA)
- …solutions for the B&IS Risk and Control organization and across B&IS at City National Bank . The role will serve as an inquisitive change agent and challenger of the ... risk management for the B&IS Division and City National Bank . **WHAT WILL YOU DO?** + Define and execute...including regular planning, management reporting, governance, OKRs and MBRs, engagement , as well as risk and risk-adjacent programs +… more
- City National Bank (Los Angeles, CA)
- …IS THE OPPORTUNITY?** This position will work directly with the City National Bank 's ("CNB") and Business Control Officer ("BCO") and Senior Business Control Manager ... business teams' liaison for business line risk management, compliance activities, legal engagement , and internal or external audits. + Act as a liaison representing… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY?** This position will work directly with the City National Bank 's ("CNB") Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for ... business teams' liaison for business line risk management, compliance activities, legal engagement , and internal or external audits. + Act as a liaison representing… more
- City National Bank (Los Angeles, CA)
- …program strategy to accomplish business goals including 1) increasing visitor engagement , conversion and retention and 2) driving operational efficiencies and cost ... (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf) . **INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT** City National Bank is an equal opportunity employer committed to diversity… more
- Citigroup (Long Beach, CA)
- …community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, ... corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches… more