- Robert Half Finance & Accounting (Sunnyvale, CA)
- Description Chief Financial Officer (CFO) Location: San Jose, California - On Site Industry: Technology Manufacturing Position Overview: The Chief Financial ... Officer (CFO) reports directly to the Chief Executive ...strategies to ensure financial flexibility and liquidity. + Manage banking relationships and investor communications. + Support capital raising,… more
- Wells Fargo (Los Angeles, CA)
- …Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division. Learn more about the career areas and business ... educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to… more
- Banc of California (San Luis Obispo, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services ... organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of...to identify any potential issues, discuss with the Title Officer and Underwriter as to the best course of… more
- Wells Fargo (San Francisco, CA)
- ** Banking , Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... based on needs related to banking , custom lending, and trust services. These bank specialists...assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the… more
- HSBC (San Francisco, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value ... wallet share of existing clients and identifying product opportunities within the business + Conduct full needs assessments with current and potential Wealth… more
- Zions Bancorporation (El Segundo, CA)
- …collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a **Senior ... primary relationship managers are unavailable. + Acts as primary account officer on assigned transactions within the portfolio, including maintaining accurate risk… more
- HSBC (Irvine, CA)
- …The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high ... wallet share of existing clients and identifying product opportunities within the business * Conduct full needs assessments with current and potential Wealth… more
- City National Bank (San Francisco, CA)
- …of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside ... sales activities to cultivate new business and expand CNB's client relationships through the sale...* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT… more
- Citigroup (Sacramento, CA)
- …mortgage lending services to clients in consultation with assigned Home Lending Officer (s) in all aspects of the loan application process to include: collecting ... and timelines. + Manage the marketing process for the Home Lending Officer supported, which includes marketing material management and follow-up on prospective… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more