- 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 ... Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile… more
- Experian (Costa Mesa, CA)
- …for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create digital marketing ... Health products work and integrate across all platforms + Understand how new product and service changes impacts support + Master the same responsibilities as Tier… more
- Citigroup (CA)
- …+ Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + ... technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions + Understand and comply with Citibank policies,… more
- Citigroup (Irvine, CA)
- …and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment ... to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)… more
- OneMain Financial (San Diego, CA)
- …for growth + Monitor market competition by collecting data on pricing, product and marketing strategies + Investigate customer issues raised by customers, develop ... business to business sales, or finance, with solid understanding of credit and lending + Ability to overcome challenges and stay motivated in a fast-paced, goal… more
- PNC (San Diego, CA)
- …your education with real-world job experience. Retail Banking provides deposit, lending , brokerage and insurance services and investment management and cash ... in mentoring, job shadowing and community outreach, to ensure appropriate foundations in product and sales. + Participates in formal learning to develop the skills… more
- Wells Fargo (Pacific Palisades, CA)
- …of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing ... to small business customers + Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products + Customer service focus with… more
- BlackRock (San Francisco, CA)
- …clients can access our investment solutions through a variety of product structures, including separate accounts, mutual funds, the industry-leading iShares(R) ETFs, ... in assets under management, BTC offers active and indexing strategies, and securities lending and transition management services. As a member of the SF Legal &… more
- Experian (Costa Mesa, CA)
- …for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and ... collaborative role involving interactions with sales, accounting, BU FP&A, strategic pricing, product , and legal. You will report to the Finance Director, Housing… more
- Navient (San Francisco, CA)
- …and team productivity. + Identify workflow and technology inefficiencies; partner with Product , Engineering, Risk, and Data teams to implement improvements. + Act as ... leadership or people management role. + Hands-on experience investigating fraud in consumer lending or digital banking. + Knowledge of fraud detection tools and case… more