- Columbia Bank (Los Angeles, CA)
- …assigned book of business,with the approval and guidance of the Trust Regional Director or Trust President. + Directly responsible for the administration of larger, ... to promote office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job… more
- Columbia Bank (San Luis Obispo, CA)
- …risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures ... and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere… more
- Bank of America (San Francisco, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of...outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend… more
- JPMorgan Chase (San Francisco, CA)
- …hardware and software. The Applied Technology team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role ... within your market that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients" + Develop new business in… more
- BMO Financial Group (San Francisco, CA)
- …and community events, utilizing market insights and trends to reinforce the Bank 's brand and identify new business opportunities. + Executes on strategic initiatives ... efficiency. + Builds and maintains strong long-term relationships with the bank 's high-value and strategic clients, providing strategic advice on financial solutions… more
- Citigroup (Palo Alto, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Series 7… more
- JPMorgan Chase (San Francisco, CA)
- …specializing in Technology. The Technology team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role ... to build a brand that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients" + Develop new business by… more
- Columbia Bank (Irvine, CA)
- …for better. **About the Role:** AssistsTax Directorwith management of the Bank 's tax compliance, planning, and control functions.This positionreportsto the Tax ... Director . + Overseespreparation of federal, state and local income...of new tax laws and accounting standards on the Bank + Coordinates responses related to tax examinations, including… more
- BrightSpring Health Services (San Luis Obispo, CA)
- …Obtain weekly spend down and receipts for cardholders/users. Reconcile receipts to US Bank statements, obtain Executive Director approval and retain for audit. ... financial or personal information (Social Security Number, credit card, driver's license, bank information, or payment for work equipment, etc.) from you via text… more
- Sherwin-Williams (Los Angeles, CA)
- …financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. ... Our paints, coatings and innovative solutions make the places and spaces in our world brighter and stronger. Your skills, talent and passion make it possible to live this purpose, and for customers and our business to achieve great results. Sherwin-Williams is… more