- Robert Half Finance & Accounting (San Francisco, CA)
- …of the family office. This role is accountable for ensuring the accuracy, compliance , and timeliness of all accounting and reporting functions. This role involves ... by external accounting partners for accuracy and reasonableness. Coordinates with banking teams for financial transactions and effectively manages banking … more
- HSBC (Beverly Hills, CA)
- …assessments with current and potential wealth customers and recommend appropriate banking , investment and insurance products and services to meet individual needs, ... to succeed in this role: + Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building… more
- JPMorgan Chase (Irvine, CA)
- …comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction ... sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all business… more
- CIBC (San Francisco, CA)
- …+ Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance , fiduciary) are integrated into ... in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and… more
- Umpqua Bank (San Diego, CA)
- Treasury Management Working Capital Consultant Commercial Banking Seattle, Washington Irvine, California Los Angeles, California Portland, Oregon San Diego, ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...lead speaking engagements and panels as appropriate. + Demonstrates compliance with all bank regulations for assigned job function… more
- BMO Financial Group (San Ramon, CA)
- …assesses problems to develop and implement solutions. Manages product risks in compliance with legal, regulatory, and risk compliance , and reporting. ... and underlying product interdependencies. + In-depth retail and business banking environmental awareness / understanding. + In-depth risk management associated… more
- Citigroup (Beverly Hills, CA)
- …to be considered, and seeks or grants approvals as appropriate. + Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. + ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying… more
- Umpqua Bank (Newport Beach, CA)
- Senior Treasury Management Consultant Commercial Banking Newport Beach, California Irvine, California San Diego, California **Description** **About Us:** At ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...the enhancement of existing product and services. + Demonstrates compliance with all bank regulations for assigned job function… more
- LTD Global (Livermore, CA)
- …institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers ... a full range of financial products including personal and business banking , mortgage lending, and wealth management. It distinguishes itself through… more
- City National Bank (Los Angeles, CA)
- …contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to ... adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety… more