- BMO Financial Group (Sunnyvale, CA)
- …opportunities. + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored ... and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works… more
- HSBC (San Francisco, CA)
- …to succeed in this role: + Meaningful experience in non-traditional banking financial sales, providing client recommendations and increasing sales, ... portfolio of clients. As our Wealth Relationship Manager you will: + Provide financial solutions and opportunities to your portfolio of clients + Increase wallet… more
- Navy Federal Credit Union (San Diego, CA)
- …Qualifications + Experience in member/customer service preferably in a call center, retail banking or financial institution + Experience in working in a credit ... Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team… more
- Cognizant (San Francisco, CA)
- …stories that drive modernization efforts. You will be a valued member of the Banking & Financial Services Consulting team and work collaboratively with product ... years of experience in business analysis or technical product ownership within financial services. + Strong domain knowledge in Commercial Lending and loan servicing… more
- Cognizant (San Francisco, CA)
- …in the commercial lending domain. You will be a valued member of the Banking & Financial Services Consulting team and work collaboratively with stakeholders, ... familiarity with lending operations. + Hands-on experience with ACBS (Automated Commercial Banking System). + Proven track record of managing ETL processes and data… more
- City National Bank (Los Angeles, CA)
- …* Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with an public accounting firm * Minimum ... Qualifications* * Professional Designation (CIA, CPA, CISA, or other banking specific credentials) preferred * Experience with Treasury Management Services… more
- HSBC (Irvine, CA)
- …qualifications to succeed in this role: + Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, ... portfolio of clients. As the Wealth Relationship Manager, you will: * Provide financial solutions and opportunities to your portfolio of clients * Increase wallet… more
- City National Bank (Los Angeles, CA)
- …*Required Qualifications** * Minimum 7 years of experience as an Underwriter in a financial services or mortgage banking environment required. * Minimum 7 years ... The Underwriter III analyzes and interprets the most complex financial and non- financial data decisioning the requests...10 or more years of experience in a mortgage banking environment required * Familiar with FNMA/FHLMC guidelines *… more
- MUFG (San Francisco, CA)
- …Risk and/ or SOX ITGC assessment at a Professional Services or a Financial Services firm. Banking sector experience preferred. + Experience in executing ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...ITGCs and ITACs, and issue evaluation + Understanding of banking products, key business and IT processes, and regulations.… more
- Huron Consulting Group (Los Angeles, CA)
- …the areas of restructuring & turnaround consulting with distressed clients, corporate financial restructuring, or banking crisis management - High-level of ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… more