- Enterprise Bank & Trust (San Diego, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we offer… more
- UMB Bank (Sacramento, CA)
- …process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, ... management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify… more
- JPMorgan Chase (San Francisco, CA)
- …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 constantly challenge ... You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on...balance sheet and re-introduce the capabilities of the Private Bank . National Client Bankers are responsible for a large… more
- JPMorgan Chase (Irvine, CA)
- …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 constantly challenge ... level. As a Private Banker in the US Private Bank , you are responsible for advising families on building,...You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on… more
- UMB Bank (Sacramento, CA)
- …your time:** + Partner with UMB relationship managers to perform credit underwriting duties for existing/prospective client relationships, which may include but ... are not limited to the following: + Perform detailed credit analysis to determine borrower/guarantor repayment capacity + Appropriate loan structuring… more
- City National Bank (Los Angeles, CA)
- …and services applicable to high net worth clients. * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * ... Provides integrated financial services and advice to clients including: banking, credit , asset management, trust and estate planning. Manages overall relationship… more
- BMO Financial Group (Alhambra, CA)
- …and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about ... conversation to identify potential opportunities and address everyday banking plans and credit card needs. + Contributes to meeting branch business results and the… more
- Insight Global (Stanton, CA)
- …to have direct experience managing processes for Prepaids, Inventory, Sales Tax (filing), Bank Reconciliation, Corp Credit cards * Experience with MS Dynamics or ... similar ERP * Advanced Excel (VLOOKUPs, SUMIFs, Pivot Tables)s more
- Virtualitics (CA)
- …+ Prepare and process accounts payable and accounts receivable transactions + Reconcile bank statements and credit card transactions + Assist with monthly and ... quarterly closing procedures + Assist in preparing various financial analyses + Ensure that all accounting records are accurate and up to date + Work closely with the Accounting Manager to ensure that all transactions are recorded properly and timely + Provide… more
- Robert Half Finance & Accounting (Long Beach, CA)
- …including customer invoicing, receipt applications, and resolving unapplied payments. * Reconcile bank accounts and credit card transactions to ensure accurate ... financial reporting. * Collaborate with internal departments to ensure proper billing, accruals, and intercompany transaction reconciliations. For confidential consideration, please apply directly with your resume or call Allysa at ###. If you are already… more