- Bank of America (Ventura, CA)
- …business knowledge and network by partnering with experts in small business, lending , and investments + Manages financial center traffic, appointments, and outbound ... Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management...associated with your role. These expectations are subject to change at any time and at the sole discretion… more
- Banc of California (Los Angeles, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... tasks such as system specification changes or the addition, change , or deletion of employees on the company's various...and deploying hardware and software updates and other patch management directives. + Performs hardware asset audit tasks as… more
- Wells Fargo (San Diego, CA)
- …peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with ... business + Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention + Ability to follow policies, procedures, and… more
- Carrington (Anaheim, CA)
- …to $95,000.00 **What you'll do:** + Open and maintain matters in case management system, including handling incoming mail and service of process. + Assist in ... Prepare check requests, vendor payee forms, IT access and change forms, and FedEx labels. + Serves as liaison...skills. + A solid working knowledge of mortgage servicing, lending and litigation. + Proficient with Excel, Microsoft Word,… more
- Wells Fargo (San Diego, CA)
- …peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with ... business * Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention * Ability to follow policies, procedures, and… more
- Banc of California (Santa Ana, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... security operations including architecture, design, configuration, deployment, operation and management of cyber security tools, systems and processes. The position… more
- Comerica (San Mateo, CA)
- …on small business customers with up to approximately $3 million in annual revenues with lending needs up to 100K (future will be up to $250K) The trusted advisor ... and retention of business customers through partnership activities. Lead portfolio management efforts to retain and expand current portfolio relationship and… more
- Comerica (Long Beach, CA)
- …Description The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role ... corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions. Maintain knowledge of accounting and financial… more
- Bank of America (Bakersfield, CA)
- …business knowledge and network by partnering with experts in small business, lending , and investments Required Qualifications: * Is an enthusiastic, highly motivated ... Advisory * Referral Identification * Relationship Building * Conflict Management * Account Management * Business Development...associated with your role. These expectations are subject to change at any time and at the sole discretion… more
- Wells Fargo (West Hollywood, CA)
- …development process + Knowledge and understanding of retail compliance controls, risk management , and loss prevention + Ability to follow policies, procedures, and ... to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to educate and connect customer to technology and… more
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