- Umpqua Bank (Irvine, CA)
- …create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our ... generation. + Build teams around clients and relationships by partnering with product specialists to ensure comprehensive financial advice and planning. + Develop… more
- JPMorgan Chase (Santa Rosa, CA)
- …skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and ... of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local...+ Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section… more
- Coinbase (Sacramento, CA)
- …with relevant banking partners * Work with internal stakeholders in Product , Growth, Data Science and Engineering to develop and drive forward custom risk ... be doing (ie. job duties):* * Identify, investigate and mitigate fraudulent deposit activity * Implement logic targeting bad actors and high-risk behavior associated… more
- JPMorgan Chase (San Francisco, CA)
- …investment solutions in accordance with High-Net-Worth client's investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on ... Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan… more
- US Bank (San Diego County, CA)
- …With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow ... to your success and career development + A rich product portfolio and open architecture so you can do...and insurance products and services + Knowledge of private banking products and services, including credit processes and policies… more
- US Bank (San Francisco, CA)
- …identify growth opportunities. You'll also collaborate across sales support, marketing, and product teams to implement localized plans that drive results and reflect ... Skills/Experience + Thorough knowledge of assigned geographical area, competitive market, banking operations and US Bancorp's products and services + Thorough… more
- Wells Fargo (Los Angeles, CA)
- …and payments matters, and other legal support for the Global Payments & Liquidity product organization. **In this role, you will:** + Provide legal advice related to ... Draft and review complex legal documents, including cash management agreements, deposit account control agreements, and treasury management service documentation +… more
- US Bank (Walnut Creek, CA)
- …processes to develop Payment business. + In collaboration with Business Banking Relationship Managers, manage relationships with existing clients to ensure proper ... + Provide consultative and insightful feedback to clients. + Provide product /service recommendations to create process efficiencies and provide other business flow… more
- US Bank (Sacramento, CA)
- …other external sources. Actively participates in local and state mortgage banking , realtor, and builder trade associations, and maintains a thorough understanding ... to promote the establishment and growth of customer relationship and additional product sales. Responsible for interviewing and recruiting new talent and proactively… more
- PNC (San Francisco, CA)
- …to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will be based in Los Angeles, CA or San Francisco, CA. ... or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+...to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role,… more