- MongoDB (Palo Alto, CA)
- …to meet operational needs + Execute daily cash concentration, funding, and investment /borrowing decisions + Oversee US bank account management, including ... opening, closing, and updating authorized signers and service mandates + Monitor and forecast short-term cash flows, analyzing variances and driving continuous improvement in forecast accuracy 2. Treasury Management System (TMS) Implementation & Projects +… more
- Navy Federal Credit Union (Vacaville, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- KeyBank (Los Angeles, CA)
- …their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities ... affordable housing capital providers, CDLI offers one-stop-shop debt and equity/ investment capabilities that bring together balance sheet, equity/ investment … more
- JPMorgan Chase (Pasadena, CA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build… more
- Citigroup (Los Angeles, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- PNC (Irvine, CA)
- …in the West Region. This position provides critical support for investment and sales professionals responsible for PNC's Institutional Asset Management solutions ... with the team to provide a wide range of investment , client reporting, administrative, and sales support. Tasks include:...working with relationship team. Supports efforts to identify other bank products and services that would benefit client. PNC… more
- Scotiabank (San Francisco, CA)
- …Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing ... bridge to this key global market for trade and investment flows across the Americas and the world. Scotia...to the financing and strategic development needs of the bank 's clients. Be part of an innovative, Global Capital… more
- BMO Financial Group (San Ramon, CA)
- …+ Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/ investment and cash ... BMO is the 8th largest bank in North America and the 4th largest...a highly valued segment within a stable and thriving bank . Ideal candidate facilitates growth initiatives for the … more
- Banc of California (Pasadena, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...owners in the assigned segment and also with advisors, investment bankers, accountants and other highly reputable centers of… more
- Comerica (San Francisco, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more