- City National Bank (Beverly Hills, CA)
- * WEALTH ADVISOR II* WHAT IS THE OPPORTUNITY? Partners with Relationship Managers in providing integrated financial services advice to clients including: ... in closing new business, developing new relationships, and servicing existing wealth management clients through research, analysis, client interactions. What you… more
- US Bank (Los Angeles, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio… more
- US Bank (Los Angeles, CA)
- …you excel at-all from Day One. **Job Description** Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to US Bank's Healthcare ... and deliver comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a… more
- City National Bank (Los Angeles, CA)
- *BUSINESS CONTROLS MANAGER - FINANCE AND ACCOUNTING* WHAT IS THE OPPORTUNITY? This position will work with the City National Bank's ("CNB") Business Control Officer ... and Regulators as necessary to help support Banking and Wealth Management activities. * All City National products, financial...with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to… more
- House of Blues (Beverly Hills, CA)
- …relationships with partners to drive business growth. Part problem-solver, project manager , and product expert, Customer Success Managers continually focus on ... ongoing client relationships. Agile, operational, and versatile, the Sr. Customer Success Manager is an advocate for their clients' needs across the business. WHAT… more
- City National Bank (Beverly Hills, CA)
- …Officer is positioned to proactively execute on the concepts developed by the Account Manager or Relationship Manager with minimal supervision. Is also ... clients. * Follows-through with solutions designed and requested by Clients/Account Managers/ Relationship Managers as determined to be correct. * Resolves problems,… more
- MUFG (Los Angeles, CA)
- …+ Monitor NSF(non-sufficient fund) data throughout the day and contact the client and relationship manager to address the NSF not to lead to overdraft + ... brief on the services CSD provides and support the relationship manager to market JCB's full service...industry is required + Prior experience in corporate banking, wealth management or at a senior retail branch level… more
- City National Bank (Los Angeles, CA)
- …inquires/complaints and identifies "root cause" of errors/discrepancies identified. Relieves Relationship Manager from performing account specific servicing ... * Minimum 2 years' experience in client service, banking operations or banking relationship management support required * Minimum 2 years' experience in banking or… more