- 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 relationship… more
- MUFG (San Francisco, CA)
- …will provide more details. **Job Summary** Working closely with SOX IT Testing Manager , this role is responsible for executing the annual program plan for Internal ... The role works closely with CAA SOX IT Testing Manager on documentation of testing workpapers for SOX IT...at a Professional Services or a Financial Services firm. Banking sector experience preferred. + Experience in executing control… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …products and services, the credit union and any issues. Enhance member relationship by using the member/caller's name during conversation and thanking the caller. ... to self-service channels such as E Quest and E Banking and adhering to break and lunch schedule. Validate...and Development for your position or approved by your Manager as required. Provide solutions to member financial needs… more
- Comerica (San Francisco, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... for you!Position CompetenciesSuccessful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are… more
- Bank of America (San Francisco, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- Bank of America (Los Angeles, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- BMO Financial Group (San Ramon, CA)
- …and underlying product interdependencies. + In-depth retail and business banking environmental awareness / understanding. + In-depth risk management associated ... knowledge of process coordination and management. + Strong knowledge of banking product management and associated industry and regulatory requirements. + Building… more
- Bank of America (Beverly Hills, CA)
- …trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption of ... days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial...Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening +… more
- Banc of California (Los Angeles, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... directives. + Performs hardware asset audit tasks as directed by IT Support Manager and IT Asset Management team. + Contributes to special projects and tasks… more
- Bank of America (San Francisco, CA)
- …delivery of integrated treasury solutions to sophisticated set of clients in the banking sector located in the US market + Develop and maintain strong relationships ... strong strategic sales ability, understanding industry challenges and requirements + Strong relationship building skills + Proven track record of sales success in… more