- City National Bank (Los Angeles, CA)
- …corporate prospective clients for CNB. Prospective clients fall into the consumer, business banking , commercial banking , entertainment banking , and private ... units within the Bank when closing deals and implementing banking services. Documents all calling activity in SalesForce and...Bachelor's Degree or equivalent * Minimum 3 year of banking experience required. * Minimum 3 year of cross-selling… more
- Columbia Bank (Del Mar, CA)
- …GED, required. + Associate's or Bachelor's, Vocational, or Technical Degree in banking , business, or related field or equivalent work experience preferred. + 5years ... of previous banking experience, including consumer lending and exposure to business...origination experience required. + 3years of management experience in banking or retail including team leadership, coaching, daily supervision,… more
- Columbia Bank (Irvine, CA)
- …accounts are noted and protected against additional fraud, restricting accounts, Online Banking , and cards when needed. + Complete debit card limit increases over ... Resolve customer problems such as debit card issues, account overdrafts, online/mobile banking issues, and service charge questions. + Perform a variety of… more
- Columbia Bank (San Rafael, CA)
- …bank by providing education on digital and traditional solutions to achieve their banking needs. + Engage clients and prospects in client financial review(s) and ... School Diploma or GED, required. + 2 years of banking and/or demonstrated sales experience required. + 2 years...relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash… more
- JPMorgan Chase (San Francisco, CA)
- …markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet ... sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …platforms. As a key driver of the Credit Union's transformation into a Virtual Banking model, the RA plays a pivotal role in bridging digital service and sales. ... * Champion SFFedCU's digital transformation, promoting adoption of online and mobile banking tools and enhancing member confidence in virtual financial services. *… more
- City National Bank (Los Angeles, CA)
- …thoughtful, risk-aligned credit solutions for the Commercial, Consumer, Entertainment & Sports Banking and Private Banking lines of business at City National ... CNB lending teams including Commercial Middle Market, Commercial Real Estate, Specialty Banking , Entertainment & Sports, Private Banking and Personal & Business… more
- MongoDB (Palo Alto, CA)
- …configuration, user acceptance testing (UAT), developing training materials, and migrating existing banking and financial data + Act as the primary point of contact ... internal controls, policies, and procedures surrounding cash management, disbursements, and banking activities in compliance with SOX and internal audit requirements… more
- Banc of California (Santa Ana, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …position is critical to the Credit Union's transformation into a Virtual Banking model. Essential Functions and Responsibilities * Proactively engage new and ... loans. * Champion San Francisco Federal Credit Union's (SFFedCU) financial products and digital banking services as tools to help members reach life goals. * Act as… more