- BMO Financial Group (Newport Beach, CA)
- …hybrid role (4x week in the office). + Evaluates all financial statements ( business and personal tax returns, fiscal year-end and interim statements and personal ... information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes… more
- Columbia Bank (Auburn, CA)
- Client Service Specialist - Float Retail Banking Group Lincoln, California Rocklin, California Roseville, California Auburn, California **Description** **About Us:** ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...way forward is together. Together for people. Together for business . Together for better. **About the Role:** As the… more
- SMBC (Los Angeles, CA)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the...Assist customers in opening accounts and CMS and deposit business inquiries. + Conduct KYC processes and collaborate with… more
- Wells Fargo (Beverly Hills, CA)
- …subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking , Lending, ... client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services.… more
- BMO Financial Group (Manteca, CA)
- …that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic ... development, and manages poor performance. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs… more
- Intuit (Mountain View, CA)
- …navigating the complexities of Fintech Risk, alongside our core tax preparation business . If you are passionate about building that drives results through ... and implement credit risk strategies and policies and drive business growth by supporting and scaling strategies for consumer...by supporting and scaling strategies for consumer lending and banking portfolio + Develop & Enhance the credit Policy… more
- Amalgamated Bank (San Francisco, CA)
- …file and business strategy. + Keep updated on changes to the banking environment, bank competition, and customer's business environment. + Understand the ... manager to our mission driven deposit and commercial clients. Your expertise in banking products, coupled with strong sales abilities, will be essential in creating… more
- City National Bank (Los Angeles, CA)
- …related requirements. Primary responsibility of maintaining required elements of the Business Continuity Management Program to create and maintain sufficient and ... preparedness for the continuity of day-to-day operations during a business continuity event. WHAT WILL YOU DO? * Builds...goals. * May function as primary liaison with Core Banking , Commercial Banking Centers, other line units/departments,… more
- PNC (Redwood City, CA)
- …customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate. ... that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer… more
- Bank of America (Los Angeles, CA)
- …Great opportunity to join our Aerospace, Defense and Space Technologies Commercial Banking Team! The A&D Middle Market segment of the Commercial Bank serves ... million to over $2.0 billion. The A&D Middle Market Banking group serves middle market companies and institutions with...the relationship, the SRM is accountable for prospecting new business and enhancing existing relationships. The SRM must have… more