- Bank of America (Los Angeles, CA)
- …Not-For-Profit (HENFP) team. HENFP is a major division of the Global Commercial Bank . It is unique in that its client teams are dedicated to adding ... presentations, and responses to RFPs, ensuring all materials meet client needs and Bank of America's high...+ Two or more years of B2B sales and/or client service experience in a financial services… more
- UMB Bank (Sacramento, CA)
- …Service Specialist** will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, and deposits by handling ... deliverables and due dates + Ensure TUCE through quality service and coordination of client needs with...time delivery through daily interactions + Manage resolution of client needs by identifying and coordinating appropriate bank… more
- Umpqua Bank (Redding, CA)
- … support for corporate and commercial deposit clients. Provide high level of client service for all products and services, to include fielding client ... sense of ownership, with a foal of one call resolution achieving established service standards. + Demonstrates compliance with all bank regulations for assigned… more
- City National Bank (Beverly Hills, CA)
- …and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves...and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community… more
- City National Bank (Westlake Village, CA)
- …management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within ... Banking and other divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more
- City National Bank (San Francisco, CA)
- …management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within ... Banking and other divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more
- Citigroup (San Francisco, CA)
- …alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, ... technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide… more
- Umpqua Bank (Sacramento, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... may manage clients linked to a group of branches, business/ commercial clients, or function as a "hub" or "second...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- Bank of America (San Francisco, CA)
- …**Job Description:** **Job Description:** At Bank of America, each day brings ... and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a...management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.… more
- JPMorgan Chase (San Francisco, CA)
- …and support to the US Private Bank 's client -facing teams, including client relationship managers, client service teams and business management. + ... the Private Bank 's digital platforms and services. + Advising on client relationship matters, including non-standard client requests and complex account and… more