- Banc of California (San Diego, CA)
- …third-party reports such as property appraisals. - In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or ... and the CAM. - May make joint customer calls with RM to assess client 's needs, business, and management team. - Ensures compliance with all applicable regulations,… more
- Banc of California (Escondido, CA)
- …business owners and/or sponsors, and/or operators. + In conjunction with Relationship Manager , involved in reviewing loan documents prepared by outside law firm or ... the CAM. + May require some traveling for on-site client 's calls with RM to build and support the...Completes Problem Loan Status Reports (PLSRs) with guidance from manager . + Provide ongoing monitoring of the borrower's financial… more
- Banc of California (Menlo Park, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Client Manager is responsible for owning all aspects of client ... financing options and service offerings, and delivering an outstanding client experience. The VP, Client Manager...to prepare for the seamless transfer of the new client into Portfolio Management. + Proactively track… more
- Towne Park (San Francisco, CA)
- …objectives. The Senior Account Manager reports to the Area or District Manager responsible for the assigned portfolio of accounts to ensure corporate ... make an impact. When we see a customer, a client or one of our own team members smile,...specific plan or program terms. **SUMMARY** The Senior Account Manager directly oversees one Tier 3 or 4 assigned… more
- HSBC (Arcadia, CA)
- …of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our ... Wealth Relationship Manager Brand: HSBC Area of Interest: Asset and...will: + Provide financial solutions and opportunities to your portfolio of clients + Increase wallet share of existing… more
- HSBC (Beverly Hills, CA)
- …of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our ... Wealth Relationship Manager Brand: HSBC Area of Interest: Asset and...will: + Provide financial solutions and opportunities to your portfolio of clients + Increase wallet share of existing… more
- HSBC (San Francisco, CA)
- …of clients in Tech, Media or Telecoms sectors. + Experience of managing a client portfolio and/or responsibility for a driving client cross-sell and ... VP, Global Program Manager Brand: HSBC Area of Interest: Commercial Banking...receivables finance programs and structured finance programs across the portfolio . + Collaborate with TMT Sales Managers to identify… more
- Banc of California (Santa Ana, CA)
- …groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Relationship Manager for Payments is responsible for developing new business opportunities for ... opportunities and to sell those services to ensure that client needs are met. This position also works in...at least 50% of the time, visiting with Relationship Manager , branch staff and corporate officers in various locations… more
- HSBC (Beverly Hills, CA)
- …wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build ... Wealth Relationship Manager Brand: HSBC Area of Interest: Branch and...you will provide financial solutions and opportunities to your portfolio of clients + Maintain the highest standard of… more
- HP Inc. (Palo Alto, CA)
- **Job Summary** HP Personal Systems business unit has the world's broadest portfolio of devices to support that, be it notebooks, desktops, monitors, gaming ... with our customers. We are hiring a Business Strategy Manager to be an integral part of that work....leadership to define our gameplan that will impact our product/ portfolio roadmap, GTM motions, competitive responses etc. You will… more
