- HSBC (Cupertino, CA)
- Wealth Relationship Officer Brand: HSBC Area of Interest: Branch and Retail Banking Location: Cupertino, CA, US, 95014 Work style: Office Worker Date: 13 Dec ... our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship … more
- JPMorgan Chase (Redwood City, CA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Comerica (San Jose, CA)
- …across multi-faceted financial institutions or similar institutions, especially with relationship bankers, wealth management, treasury management, product, ... Job Description Business Development Officer The Business Development Officer (aka...profitable new business with target customer segments. Partner with Relationship Managers to develop new business. Provide client retention… more
- Citigroup (San Jose, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- Citigroup (Morgan Hill, CA)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more