- Intuit (San Diego, CA)
- **Overview** Come join Intuit's Internal Audit department as a Lead Internal Auditor on our Operational Audit team. This role will report to the Internal Audit ... Senior Manager and focus on operational audits of Intuit's products...of general IT controls. + Experience in fintech and/or bank preferred, but not required + Collaborative, forward-thinking, and… more
- Sharp HealthCare (San Diego, CA)
- …postings for accuracy.Monitors the Aged Trial Balance report and provides concerns to Manager according to guidelines provided.Provides reports to Manager on the ... redemptions daily.Prepares cash flow worksheet and reconciles all cash accounts to bank statements timely and accurately according to Financial Tasks Schedule. +… 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...developing new client relationships. Leverages customer leads and other lead generating techniques to identify new prospects and cross-selling… more
- Comerica (Anaheim, CA)
- …in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for ... knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence...oversee banking center activities in the absence of Banking Manager . Consistently assess needs and add value to customers… more
- BMO Financial Group (CA)
- …as required. + Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels. + Ensures timely resolution of ... and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. + Maintains detailed knowledge and understanding of the integrated… more
- BMO Financial Group (Los Angeles, CA)
- …and management of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, ... and review of operating guidelines and policies to ensure alignment between Bank policies and the business / market requirements. + May provide specialized… more
- BMO Financial Group (Los Angeles, CA)
- …and management of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, ... in accordance with sound credit-granting principles and compliance with the Bank 's philosophy and principles outlined in corporate risk policy and supporting… more
- Citigroup (Mill Valley, CA)
- …and ensuring consistent delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead , coach, and support Universal ... monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products… more
- Comerica (San Francisco, CA)
- …solutions. We offer a competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to be a part of our ... and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the client until the relationship is fully… more
- BMO Financial Group (Fresno, CA)
- …desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers and prospects by providing ... processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with… more