- MUFG (Los Angeles, CA)
- …continuous oversight of portfolio names, monitoring for potential risk and regulatory rating changes and proactively identifying credit deterioration with the goal ... of maximizing net income and reducing credit costs. You as a Credit Risk Manager in PMG will be responsible for the implementation of the credit risk management… more
- MUFG (Los Angeles, CA)
- …+ Prepare detailed credit analysis and credit applications in accordance with Bank 's credit policies and procedures such as Americas Credit Standards, Americas ... subsectors. + Fully understand and be able to assess risk of standard bank products including loans, standby letter of credit, trade finance, foreign exchange,… more
- Citigroup (Los Angeles, CA)
- …ensuring consistent delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support Universal Bankers and ... monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products… more
- Citigroup (Downey, 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 ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
- Citigroup (San Francisco, 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 ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- BMO Financial Group (Los Angeles, CA)
- …in their best interests, and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory , legal and ethical requirements. ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions. This role involves managing the financial activities of the family ... distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO, CFO of Investments, and when applicable, other Apollo… more
- Sacramento County (Sacramento, CA)
- …the Brown Act, Maddy Act, Fair Political Practices Commission, and other regulatory entities or documents + Operational characteristics, services, and activities of ... will comply with applicable consent and disclosure practices in the Fair Credit Reporting Act and the California Investigative Consumer Reporting Agencies Act.… more
- BMO Financial Group (Santa Monica, CA)
- …in their best interests, and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory , legal and ethical requirements. ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
- PNC (Corona, CA)
- …have an opportunity to contribute to the company's success. As a Relationship Manager within PNC's Healthcare Business Banking organization, you will be based in ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully… more