- US Bank (Los Angeles, CA)
- …transactions necessary to support the banks standby letter of credit portfolio in accordance with applicable regulations, policies and procedures. Services include ... terms and text to meet the needs of specific client transactions. + Capable of drafting the more complex...and finalize complex Standby Letters of Credit + Advises management on developments that impact the department **Basic Qualifications**… more
- CBRE (Los Angeles, CA)
- …+ Proven experience in Client Care/ Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior experience ... works on a group of funds/mandates working alongside the portfolio teams and the client solutions teams...management of information uploaded and distributed through the client portal. . Collaborate with wider global CCG to… more
- Columbia Bank (Walnut Creek, CA)
- …sales proposals, account schematics and proformas. Execute and manage treasury management service agreement, and other client -facing sales related documentation ... Treasury Management Sales Analyst Corporate Treasury Denver, Colorado Bellevue,...within a Community & Business Banking, and/or Middle Market portfolio and in an assigned region. + Prepare customized… more
- JPMorgan Chase (San Francisco, CA)
- … driven framework + Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex ... solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management … more
- BMO Financial Group (Los Angeles, CA)
- …all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as ... facilitates growth for the Bank through business development and management of key client relationships. Maintains an...of relevant experience in Relationship Management , Account Management or Portfolio Management in… more
- BMO Financial Group (Los Angeles, CA)
- …expertise on credit analysis, credit structuring, credit decisioning, credit administration, portfolio management including annual reviews and covenant checking ... and lending products. The team will be comprised of portfolio bankers, credit administrators and analysts. The individual will...level of products and services for the Private Banking client segment. The individual must have strong Private Banking… more
- City National Bank (Irvine, CA)
- …This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be accomplished ... through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and maintaining an active calling program. It is… more
- Bank of America (San Francisco, CA)
- …Account Management + Business Acumen + Client Management + Client Solutions Advisory + Portfolio Management + Referral Identification + Referral ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- City National Bank (Los Angeles, CA)
- …recommendation regarding accounts to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence to ... and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to … more
- City National Bank (San Francisco, CA)
- …recommendation regarding accounts to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence to ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more