- Citigroup (Beverly Hills, CA)
- …clients achieve broad financial/investment goals related to the creation and management of wealth. + Develop tailored solutions that address clients' investment, ... risk management , and financing/liquidity needs. + Set challenging goals, regularly...of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience… 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
- Intuit (Mountain View, CA)
- …QuickBooks line of products including accounting, payments, payroll, capital lending and banking . The US SBSEG Finance team is critical in driving business growth ... have a big impact. **What you'll bring** + Undergrad in Finance, Accounting or Business Management or equivalent work experience. Masters in Finance a plus + 6 - 8… more
- City National Bank (El Segundo, CA)
- …to various parties, including Agilink Product and Development teams. * Advise business management firms in best practices and the most efficient use of the Agilink ... software, including features such as system security, online banking integration, and document storage related to Agilink. *...use of the Agilink system in conjunction with case management . WHAT DO YOU NEED TO SUCCEED? *Required Qualifications**… more
- NTT America, Inc. (San Leandro, CA)
- …Cucumber and testing frameworks using postman, playwright + Proficiency in database management systems - Oracle DB + Experience with Microservices architecture and ... intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the… more
- City National Bank (San Francisco, CA)
- …Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist ... regarding accounts to be further developed or eliminated. Prepares reports for management * Monitors portfolio for quality, risk and adherence to policy. Works… more
- City National Bank (Los Angeles, CA)
- …Crimes will provide legal advice to City National Bank, a national banking association and its subsidiaries, affiliates and related companies to minimize legal ... is essential as is the ability to work and communicate effectively with management and colleagues at multiple levels. WHAT WILL YOU DO? *Responsibilities:* * Provide… more
- City National Bank (San Francisco, CA)
- …first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales ... * Meeting or exceeding quantitative and qualitative goals as designed by sales management . Pursuing and fulfilling compensation goals within the spirit in which they… more
- Citigroup (Los Angeles, CA)
- …clients achieve broad financial/investment goals related to the creation and management of wealth. + Develop tailored solutions that address clients' investment, ... risk management , and financing/liquidity needs. + Set challenging goals, regularly...of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience… more
- Citizens (Los Angeles, CA)
- …Credit coverage responsibilities will include supporting our regional Corporate Banking and California Middle Market expansion efforts. While not required, ... early identification of potential problem credits, communicating with executive risk management and working with loan workout specialists as necessary to restructure… more