- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA ... + Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money… more
- Marriott (Torrance, CA)
- …on property GSS scores and comments. * Acts as a project manager for the execution of capital improvements (eg, renovations, reinventions, refreshes, signage, ... * Consolidates reports needed for period-end review (eg, P&L, Accounting Scorecard, Banking Report and Statistics, PACE, credit card fraud report). * Reviews… more
- Huntington National Bank (Sacramento, CA)
- …duties as assigned. Basic Qualifications: + Minimum 5 years' experience in relationship management in commercial banking , leasing industry, or technology sales ... Description Summary: The National Account Manager markets and manages highly specialized lease relationships. This position can be remote but will be hybrid if… more
- Amazon (Culver City, CA)
- …a highly analytical, detail-oriented, and strategic thinker to join as a Sr. Strategy Manager in Culver City. This role will play a crucial part in shaping the ... * 5+ years of experience in strategy consulting, investment banking , corporate development, or a similar role within the...Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of… more
- Citigroup (San Francisco, CA)
- The Northern California VP Asset Manager is a critical position within the retail real estate team. Together with the Asset Management team they're responsible for ... managing the relationship with, and overall delivery to, the US Personal Banking (USPB) leadership. They do this by driving alignment across all Real Estate… more
- US Bank (Los Angeles, CA)
- …Experience with a Campaign Data Platform (CDP) (preferably Adobe) + Financial / banking experience a plus. + Comfortable working on multiple projects in a fast-paced ... targeting and marketing measurements such as lookalike modeling, propensity and relationship value predictions, device matching, etc. + Outstanding analytical and… more
- JPMorgan Chase (Irvine, CA)
- …client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship ... opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum… more
- City National Bank (Los Angeles, CA)
- …clients to appropriate area within the Bank or to a Relationship Manager . Maintains complete knowledge of all banking products and services including ... Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison… more
- BMO Financial Group (Santa Monica, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... Implements a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new… more
- City National Bank (Los Angeles, CA)
- …new client sales, referrals, cross sales and retention efforts of the Specialty Banking Relationship Managers. Develops business opportunities by being active in ... both new and existing clients. * Regularly accompanies Specialty Banking Relationship Managers on key client visits...hand off to Credit Administration. * Works with Credit Manager and Relationship Manager to… more