- BMO Financial Group (Newport Beach, CA)
- …throughout the product lifecycle with the ability to identify and analyze client /stakeholder needs and user testing related feedback. + Product Financials - managing ... internal and external stakeholder to identify opportunities for improving the client experience or simplifying product processes. + Risk Management - participation… more
- City National Bank (Los Angeles, CA)
- *PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... market. Provide integrated financial services advice to these clients including: banking , credit, asset management, trust and estate planning, and brokerage. Manages… more
- City National Bank (Beverly Hills, CA)
- …all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- BMO Financial Group (Los Angeles, CA)
- …for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits. + Negotiates ... May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures timely resolution of… more
- Educational Testing Service (Sacramento, CA)
- …to power human progress worldwide. **Position Summary** The Assessment Process Specialist III manages technological aspects of Test Development and Production ... with guidance from a senior manager. The Assessment Process Specialist III may serve as a corporate and/or division...and subsequent change orders for programs using ETS Item Banking and Scoring systems + Develop and oversee the… more
- Bank of America (San Francisco, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as… more
- BMO Financial Group (San Francisco, CA)
- …and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client ... compliance. + Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring compliance with regulatory standards while aligning service… more
- Bank of America (Beverly Hills, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the… more
- City National Bank (Los Angeles, CA)
- …*Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of Banking industry experience * Minimum 4 years of experience in a BSA/OFAC specific ... a financial institution * ACAMS Current Certified Anti-Money Laundering Specialist (CAMS) Certification *Additional Qualifications* * Model risk management… more
- BMO Financial Group (San Ramon, CA)
- …timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) ... and in compliance with the Bank's policies and related procedures. Client Performance/ Portfolio Management + Actively manage assigned portfolio to maximize… more