- Citigroup (Mill Valley, CA)
- …to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) ... + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other compliance norms are… more
- JPMorgan Chase (Upland, CA)
- …in a Business Banking Relationship Management role or related business lending experience + Strong current business network; active involvement in community ... organizations such as Chambers of Commerce, non-profit boards + Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + Strong… more
- TEKsystems (Westlake Village, CA)
- …loan documentation, loan policies/guidelines, and procedures understanding of current mortgage lending + Ability to perform highly detailed work with multiple ... interruptions + Ability to identify and solve problems with strong attention to detail with a focus on data accuracy and integrity + Must be a self-starter and self -motivated to meet job expectations and goals + Must be organized, responsible and able to use… more
- JPMorgan Chase (Long Beach, CA)
- …**Required Qualifications, Capabilities and Skills** + Minimum of Five years direct lending or credit support related experience with a focus on business ... relationships + Understanding of Commercial Banking products and services + Ability to collaborate with internal partners and resources + Demonstrated experience of meeting or exceeding sales goals + Excellent organizational skills and the ability to manage,… more
- Coinbase (Sacramento, CA)
- …with an initial emphasis on enabling trading, subcustody, and secured lending across retail, wealth, and institutional client segments. Coinbase's product platform ... and the markets we serve are evolving rapidly, and scope for the role is likely to expand over time. Ideal candidates have experience selling into large financial institutions and banks. Direct experience in crypto is positive but not required. An… more
- BlackRock (San Francisco, CA)
- …software and technology across late-stage growth investments and traditional lending investments. 4. Sourcing and analyzing structured equity investment ... opportunities. 5. Private Credit Investing: credit analysis and LBO modeling. 6. Using Excel and PowerPoint for Financial Modeling and fluency in legal credit contracts. To apply, please click "Apply" on this webpage. For San Francisco, CA Only the salary… more
- City National Bank (Los Angeles, CA)
- …requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes other related work as ... assigned. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 3 years of Client Service experience, Call Center experience a plus * Minimum 3 years of financial transaction processing experience *Additional… more
- Bank of America (Ceres, CA)
- …business knowledge and network by partnering with experts in small business, lending , and investments + Manages financial center traffic, appointments, and outbound ... calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client +… more
- MUFG (Los Angeles, CA)
- …or Economics preferred but not required + 6+ years of corporate lending /leveraged finance experience + Strong credit skills and extensive financial modeling skills ... + Knowledge of standard bank products including loans, letters of credit, derivatives, foreign exchange, securitization and leasing + Strong written, verbal and interpersonal skills + The ability to manage multiple priorities + Effective communication skills… more
- TEKsystems (Westlake Village, CA)
- …loan documentation, loan policies/guidelines, and procedures understanding of current mortgage lending * Ability to perform highly detailed work with multiple ... interruptions * Ability to identify and solve problems with strong attention to detail with a focus on data accuracy and integrity * Must be a self-starter and self -motivated to meet job expectations and goals * Must be organized, responsible and able to use… more