- Deloitte (San Diego, CA)
- …Form 8993, Form 8975, and Form 1118 + Experience with foreign tax credit (FTC) planning including gathering income sourcing data and performing computations of FTC ... + Certified SAFe Agile Software Engineer + Certified SAFe Product Owner / Product Manager + Certified...Certified Architect (Open CA) + Open Group Certified IT Specialist (Open CITS) + IASA's Certified IT Architect (CITA)… more
- Deloitte (San Francisco, CA)
- …and other more narrowly targeted projects such as foreign tax credit optimization, repatriation planning, treasury planning, disposition planning, and international ... + Certified SAFe Agile Software Engineer + Certified SAFe Product Owner / Product Manager + Certified...Certified Architect (Open CA) + Open Group Certified IT Specialist (Open CITS) + IASA's Certified IT Architect (CITA)… more
- Fiserv (San Francisco, CA)
- …C-Suite executives, Finance, Treasury, HR, Security, Fraud, IT, marketing, and operations, product specialist , product management, pricing, compliance, risk ... of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved.… more
- Lowe's (San Bernardino, CA)
- …to help deliver the best customer service. * Generates leads for Project Specialist Exterior (PSE) programs by actively engaging customers in their project needs * ... all customer interactions * Assists Pro customers to find product by walking the customer to the correct aisle...and out shopping experience * Understands Pro Loyalty, Pro Credit , MSH, Volume Savings and Pro Delivery programs. Uses… more
- Citigroup (San Francisco, CA)
- …changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The ... and digital technology available in the branch to present product offers and financial solutions to existing and potential...as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems… more
- BMO Financial Group (San Diego, CA)
- …and acquisition objectives. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer ... for resolution. + Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.… more
- Citigroup (Pleasant Hill, CA)
- …replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . ... and digital technology available in the branch to present product offers and financial solutions to existing and potential...as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems… more
- Citigroup (El Cajon, CA)
- …replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . ... and digital technology available in the branch to present product offers and financial solutions to existing and potential...as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems… more
- BMO Financial Group (San Ramon, CA)
- …analytical solutions. + Develops and maintains in-depth knowledge of business product strategies and related risk management requirements and legislative/ regulatory ... from internal sources and external vendors (eg lending system, payment system, external credit rating system) to fulfill analytical needs. + Works with internal and… more
- BMO Financial Group (Los Angeles, CA)
- …experience with Transformation in a business banking or commercial banking credit underwriting operational environment, strong financial acumen for the business, and ... supports the needs of work force effectiveness, specialized channels, sales consulting, product , & internal partners. + Collaborates with sales leaders and … more