- JPMorgan Chase (San Francisco, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on...in local coverage markets + Strictly adhere to all risk and control policies, regulatory guidelines and security measures… more
- JPMorgan Chase (Palo Alto, CA)
- …implementation and product ramp-up + Protect the firm by following sound risk management protocols and adhering to regulatory requirements; works directly ... with Credit , Risk , and Quality Control to adhere...capabilities** + 8+ years of related sales and relationship management experience + Strong knowledge of the merchant services… more
- Synchrony (Costa Mesa, CA)
- …training and culture events._** **Essential Responsibilities:** + Utilizes in-place Project Management process to manage Client and Partner Integration projects for ... Sales, Operations, Risk , Finance and Marketing through complete project lifecycles. +...Transfers + Business to Business (B2B) and Business to Consumer (B2C) POS processing knowledge required + Works with… more
- City of Long Beach (Long Beach, CA)
- …has six bureaus: Business Operations, Engineering, Environmental Services, Project Management , Public Service, and Transportation Project Management . The ... sound accounting practices and budget controls. This is a hands-on management role requiring advanced knowledge of municipal finance, accounting operations, budget… more
- JPMorgan Chase (San Francisco, CA)
- …localmarket including driving the prospecting strategy, client acquisition, channel partner management , and strong collaboration with the local Bankers in your ... efficiency for the business, with a keen eye towards risk mitigation and compliance + Serve as mentor and...drive new client acquisition + Partner closely with Banking, Credit , Treasury and Service partners, as well as Asset… more
- JPMorgan Chase (San Diego, CA)
- …business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job ... a clients' investment objectives to produce customized recommendations that consider appropriate risk /return objectives + Become an expert in a range of proprietary… more
- EverBank (Oakland, CA)
- …center managers, relationship managers, small business, commercial banking, and treasury management . This job understands client needs to offer the appropriate ... to opening new accounts, completing service requests, and submitting credit applications. + Participates as a key team member...bankers and partners as needed. + Executes the bank's risk culture and strives for operational excellence. + Adheres… more
- Experian (CA)
- …in big data environments like AWS, PySpark, HUE, or Scala + Experience with consumer and commercial credit data + Experience with feature engineering and ... of Science or similar degree in Data Science, Computer Science, Information Management , Engineering, Economics, Statistics, or another related field + 3+ years of… more
- Citigroup (San Francisco, CA)
- …relationships with partners, including Small Business, Home Lending and Personal Wealth Management , enabling you to fulfill or provide appropriate referrals to meet ... across multiple channels (both in-person and virtual) Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross… more