• Treasury Sales Client Officer

    Bank of America (Los Angeles, CA)
    …by people. Driven by Technology. **Job Responsibilities:** + The Treasury Sales Consultant Officer (TSCO) is responsible for managing a portfolio of 70-100 ... organizational and planning skills + Experience navigating large matrixed banking environment + Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience + BS… more
    Bank of America (08/15/25)
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  • Trust Advisor

    City National Bank (Irvine, CA)
    …business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are within CNB's ... risk appetite and can be managed without issue. Private Banking Division As a member of City National's Private Banking group, you will help deliver tailored… more
    City National Bank (08/07/25)
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  • Wealth Management / Client Operations Associate

    BMO Financial Group (Sacramento, CA)
    **Looking for candidates that have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management, Family Office, RIA Firms ... marketing presentations, and other customer-facing documents. + Maintains external consultant databases to monitor performance results. + Produces composite… more
    BMO Financial Group (08/08/25)
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  • Director of Technical Account Management…

    DataVisor (Mountain View, CA)
    …social, or e-commerce industries, as customer facing technical roles eg technical account manager or solution consultant + BA/BS degree in a technical or ... analytical discipline + Excellent communication and presentation skills + Strong time and project management ability with focus to ensure deadlines are met + Experience in fraud detection and risk management is a big plus + Coding and database experience (eg… more
    DataVisor (06/26/25)
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