- City National Bank (Westlake Village, CA)
- …attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of ... product solutions to client needs. Provides responsive quality service....financial requirements and provide effective solutions, while maintaining the credit quality standards of the bank. * Develops relationships… more
- Comerica (San Francisco, CA)
- …operational and credit issues with loans held in portfolio. Manage all non-loan credit and product risk products for existing clients, incl. treasury ... customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains an… more
- Comerica (Costa Mesa, CA)
- … issues with loans held in portfolio with minimal supervision. Manage all non-loan credit and product risk products for existing clients, incl. treasury ... customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains a… more
- Umpqua Bank (Roseville, CA)
- …Together for business. Together for better. **About the Role:** Responsible for credit /risk monitoring; Credit Review (CR) workflow management & prioritization; ... solutions that would benefit the client, increase penetration-rates of products & services for the Bank. Leads (or co-leads)...issues to the next appropriate level of authority. Analyzes credit to determine the ability of customers and prospective… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... About Patelco Credit Union Patelco Credit Union is a...all their stages of life. Meeting them with the products and services to help them plan purposefully for… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …trade shows, chamber meetings, and financial education sessions. Promote and cross-sell credit union products and services (eg, checking accounts, loans, ... 1 year of experience in a financial institution. * Requires a thorough knowledge of credit union products and services. * Ability to work collaboratively with a… more
- Navy Federal Credit Union (National City, CA)
- Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts ... as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products ; and credit /debit cards. To perform moderately complex platform… more
- Fifth Third Bank, NA (San Diego, CA)
- …assigned clients and prospects. This position requires a strong understanding of credit , commercial products and financial statement analysis, in order to ... are being met + Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets + Utilize the Bank's Customer… more
- MUFG (Los Angeles, CA)
- …dominion, and other bank product details as it relates to overall ABL credit exposure. + High level legal and negotiation skills. + Excellent verbal and written ... skills. + Ability to work effectively and collaboratively with coverage teams, credit officers, sponsor coverage, product partners, legal, etc. + Financial… more
- Teledyne (Poway, CA)
- …This role is critical in ensuring the seamless transition of new products from development to production, focusing on integrating complex systems and firmware ... solutions. The priorities of this position include strategic planning, product design and development, design for manufacturability, quality assurance, staff… more