- City National Bank (Los Angeles, CA)
- …- Power Project Finance* WHAT IS THE OPPORTUNITY? Key contributor in the loan management process by providing credit and loan underwriting expertise to a team of ... Specialty Banking Credit Officer teams. For new business development and the management of the existing client portfolios, the Credit Manager will analyze… more
- Umpqua Bank (Walnut Creek, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, Oregon San ... a large book of business encompassing business development, financial planning, asset management , pipeline management , and a high-level understanding of most… more
- Federal Reserve Bank (San Francisco, CA)
- …direction to others. Works under minimal supervision. **Education/ Training /Certification/ Management ** **Experience** **Work Experience, Education, Licensing, ... **Company** Federal Reserve Bank of San Francisco We are the Federal...distribution of heated, chilled or processed water, computerized building management system, variable frequency drive units, cameras, monitors, card-access… more
- Umpqua Bank (Irvine, CA)
- …and procedures, compliance regulations, and completes all required annual or job-specific training . + Maintain a working knowledge of Bank 's written policies ... members and leaders to help identify and recommend appropriate bank products and services to clients. Actively participate in...- knowledge may be gained through coursework and on-the-job training . Keeps up to date on regulation changes. +… more
- Umpqua Bank (Irvine, CA)
- …and procedures, compliance regulations, and completes all required annual or job-specific training . + Maintain a working knowledge of Bank 's written policies ... Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At Columbia, we… more
- City National Bank (San Francisco, CA)
- …and indirectly related to mortgage originations * Attend regularly scheduled sales meetings, training sessions and Bank functions. * Perform other duties as ... multiple mortgage product solutions, and ethically market and promote the bank 's mortgage products as require in growing his/her assigned territory. Regularly… more
- Umpqua Bank (Walnut Creek, CA)
- …and procedures, compliance regulations, and completes all required annual or job-specific training . + Maintain a working knowledge of Bank 's written policies ... Works closely with the ABL Operations Team on collateral management and daily workflow. The monitoring process also involves...loan advances and paydowns. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- Umpqua Bank (Irvine, CA)
- …and procedures, compliance regulations, and completes all required annual or job-specific training . + Maintain a working knowledge of Bank 's written policies ... issues and provide escalation assistance to the Tier 1 team. Provides end-user training as needed. + Responsible for second level support for maintaining, trouble… more
- Paychex (Sacramento, CA)
- …dates set by Sales management to assist with forecasting. + Works with bank partners to identify business account holders who would be a good fit for Paychex's ... to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a… more
- City National Bank (Los Angeles, CA)
- …for managing and coordinating all insurance-related functions for the bank 's commercial clients. This role involves evaluating insurance requirements, ensuring ... compliance with regulations and bank policies, and supporting clients in obtaining appropriate coverage...3-5 years experience in Commercial Banking, insurance or risk management , preferably in a financial institution setting. * Previous… more