- Fifth Third Bank, NA (Newport Beach, CA)
- …and ensure business needs are being met + Lead and coordinate all client facing activities, including credit support, treasury management , and capital markets ... + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking,...playbook principals and call reporting plans to enhance the client experience Credit Excellence + Analyze the financial… more
- Cushman & Wakefield (Irvine, CA)
- …Relationship Management + Leadership + Communication (oral and written) + Financial Management + Business Acumen Important education: + Bachelor's degree ... for clients within respective territory. + Set and measure operational and financial goals for client accounts within respective territory; + Ensure… more
- Columbia Bank (Los Angeles, CA)
- …loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to intermediate ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach,...all presentation and review materials. + Keep current on client 's financial information while ensuring that clients… more
- BMO Financial Group (Los Angeles, CA)
- …growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and ... of productivity against benchmarks + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely… more
- Harris & Associates (Sacramento, CA)
- …and company officer, this role blends field-proven construction expertise with senior -level leadership to ensure successful project delivery, client ... business unit or major function with strategic impact, responsible for delivering financial performance, client success, and operational excellence. + Identify… more
- Zions Bancorporation (El Segundo, CA)
- …+ Prepare / assist with deal information materials for internal committee and senior management review and approval + Ensure processes, controls, and work ... working with internal teams to prepare materials for review and approval by senior management and/or committee(s) + Significant knowledge of investment banking… more
- JPMorgan Chase (San Francisco, CA)
- …global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers to oversee private client relationships by providing ... strategic advice based on each client 's wealth objectives. They provide access to specialists and...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more
- Bank of America (Carlsbad, CA)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers...+ Account Management + Business Acumen + Client Management + Client Solutions… more
- TD Bank (San Francisco, CA)
- …client discussions + Interacting with senior TD Cowen team members and client management teams on a daily basis to execute transactions and discuss ... junior professionals. **Key Responsibilities:** + Managing deal execution and project management throughout the lifecycle of a transaction + Overseeing and/or… more
- Disney Entertainment (Santa Monica, CA)
- …FP&A consultative work + Create and present insightful financial analysis for client stakeholders and senior Finance management + Oversee the development ... Hotstar). Within DE, DTC Finance is responsible for comprehensive financial management of the Disney Streaming P&L....Ability to interact and partner with all levels of management and stakeholders, specifically Senior Management… more