- Financial Partners Credit Union (Costa Mesa, CA)
- …needs, presenting appropriate solution using benefit statements and asking for the business . Communicate the benefits of membership and FPCU products and services ... services, the credit union and any issues. Enhance member relationship by using the member/caller's name during conversation and...to self-service channels such as E Quest and E Banking and adhering to break and lunch schedule. Validate… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- TATCHA (San Francisco, CA)
- …practices to enhance efficiency and accuracy. + Serve as a key finance business partner to operational and functional leaders across the organization. Accounting & ... Treasury + Assist FP&A group with working capital forecasting. + Manage banking relationships and control requirements over bank accounts. + Ensure optimal use… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- Mastercard (San Francisco, CA)
- …responsible for thought leadership and solution innovation, focused on Consumer, Small & Business Banking at a large National Account. The account manager will ... to build a diverse, strategic and consultative workforce of world-class relationship managers, problem-solvers, and technologists. We are looking for an Account… more
- Mastercard (San Francisco, CA)
- …client relationship . Coordinate and lead client-facing meetings, including quarterly business reviews (QBRs) and strategic sessions to ensure clients' needs are ... with Mastercard's products and services, and identifying growth opportunities for the business . You will be a key player in helping strengthen relationships with… more
- Commerce Bank (Los Angeles, CA)
- …entities. These targeted companies may, or may not, have an established relationship with Commerce Bank. Essential Functions + Conduct sales calls using consultative ... business process reviews and move prospective client through the...Provide value-added services including technical support, Product Development and Relationship Management + Negotiate contract terms and pricing that… more
- Citizens (Los Angeles, CA)
- …activities. Lastly, you will provide client support for assigned portfolios of Business Banking clients. Primary responsibilities include + Ensure that all ... and advising on findings. + Demonstrated ability to manage and maintain business banking portfolios, including loan modifications, covenant compliance, and… more
- Fifth Third Bank, NA (Irvine, CA)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... Commercial Bank (portfolio managers, underwriters, credit officers, senior bankers, relationship managers) to improve the overall customer experiencespecifictoEquipmentFinanceloan/lease servicing.… more