Jobs near Laguna Hills: 5,489
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Citi Private Bank - Private Banker - Orange County, CA
Costa Mesa
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a truste...
Search Terms: Private, Banker, County, Client Relations, Financial
80.7
12mi
Updated: December 15
SVP, Commercial Banker
Costa Mesa
As a Commercial Banker III - Mid Market/ Healthcare, you'll be responsible for identifying a target market for new business and subsequently developing and establishing a book of new business from those relationships. Key responsibilities include negotiating, underwriting, and coordinating the closin...
Search Terms: Commercial, Banker, Relationship Manager, Healthcare, Operations
79.6
12mi
Updated: December 11
WM Affluent Banker - Irvine, CA
Irvine
The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identificatio...
Search Terms: Banker, Client Relations, Financial Planning, Wealth
79.2
9.7mi
Updated: December 05
Client Relationship Consultant 3 ( Banker) - El Toro Ralphs, CA (35hrs)
Lake Forest
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attendi...
Search Terms: Client Relations, Relationship, Consultant, Banker, Processing
79.1
3.8mi
Updated: November 22
U.S. Private Bank - Program Analyst Banker - Analyst
Irvine
Help devise customized financial strategies for existing and prospective clients Prepare pitch books and meeting materials Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate...
Search Terms: Program Analyst, Analyst, Banker, Private, Program
79.1
9.7mi
Updated: December 11
Client Relationship Consultant 2 (Banker) - Dana Point Del Obispo, CA
Dana Point
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attendi...
Search Terms: Client Relations, Relationship, Consultant, Banker, Processing
78.3
9.2mi
Updated: December 04
Client Relationship Consultant 4 (Banker) - Nohl Ranch Vons, CA
Orange
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attendi...
Search Terms: Client Relations, Relationship, Consultant, Banker, Processing
78.3
14mi
Updated: December 11
PWM Private Banker
Irvine
Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standar...
Search Terms: Private, Banker, Business Development, Client Relations, Skills
78.3
9.7mi
Updated: December 05
Banker Positions
Corona del Mar
Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/ CSR III:The position is required to be knowledg...
Search Terms: Banker, Customer Service, Customer Experience, Client Service, Client Relations
77.4
8.6mi
Updated: November 18
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