- HSBC (Beverly Hills, CA)
- …relationship and communications skills + Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk ... and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the company in community… more
- HSBC (San Francisco, CA)
- …relationship and communications skills + Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk ... and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the Company in community… more
- PNC (Irvine, CA)
- …this position. **Preferred Skills** Account Management, Asset Allocation, Capital Management, Credit Risk Analysis, Equity Valuations, Investment Banking, Sales ... to leverage that information in creating customized customer solutions. + **Managing Risk ** - Assessing and effectively managing all of the risks associated with… more
- Wells Fargo (San Francisco, CA)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan...needs with an appropriate loan program and level of risk + Inform prospective and existing customers of Wells… more
- Wells Fargo (San Clemente, CA)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... products to business customers including business deposit accounts, business credit products, and working with partners including, but not...to customers + Serve as a leader in managing risk ; understand and manage risks in the business, adhere… more
- CIBC (San Francisco, CA)
- …+ **Detail-oriented:** You're skilled in analyzing financial data and structuring complex credit facilities while adhering to risk tolerance and guidelines. + ... hedge funds, fine art, and aircraft. + **Expertise:** Strong knowledge of risk management, credit structuring, and portfolio management. + **Leadership:** Proven… more
- Bank of America (San Francisco, CA)
- …Skills . Prospecting . Written Communications . Active Listening . Business Development . Credit and Risk Assessment . Data Collection and Entry . Pipeline ... experience using laptop technology for client communication purposes including accessing rate, credit and loan status information . Solid time management skills and… more
- Bank of America (Beverly Hills, CA)
- …Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements ... goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging specialized expertise.… more
- Bank of America (Downey, CA)
- …Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements ... goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging specialized expertise.… more
- City National Bank (Los Angeles, CA)
- …the investment sales process to ensure the attainment of CRA while ensuring CNB credit quality and risk management guidelines are maintained. This may be ... investment Fund transactions and assessment of General Partner. Prepares credit analysis and provides opinions and recommendations regarding proposed investment,… more