- City National Bank (Los Angeles, CA)
- * MANAGER I OPERATIONS* WHAT IS THE OPPORTUNITY? City National Bank is looking for an FX Operations Manager within Capital Markets Operations. The ideal ... This role is responsible for processing/authorizing transactions that support Foreign Exchange Sales & Trading. This role requires the ability to work in a… more
- BMO Financial Group (Newport Beach, CA)
- Partners with internal stakeholders to deliver sales activities and results for designated retail sales programs/products. Acts as the market expert for the ... retail sales program / products to grow market share. Establishes...with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed… more
- City National Bank (Los Angeles, CA)
- * MANAGER LOAN ADMINISTRATION - Business Banking/Small Business* WHAT IS THE OPPORTUNITY? Direct and manage the work flow and team assignments of the Loan Closing ... WHAT WILL YOU DO? * Evaluate and implement unit workflow processes, service level agreements (SVL) and colleague performance metrics. Measure and report results,… more
- UMB Bank (Sacramento, CA)
- …+ You have 5 years sales experience with 2 years in Agricultural Commercial Bank Sales . + Bachelor's degree or equivalent experience in related field. + You ... time that might create a change in their financial service needs. The Ag Relationship Manager leads...analyze the business in order to qualify clients for bank products and services. **We're excited to talk with… more
- City National Bank (Los Angeles, CA)
- …* Identify the key behaviors that indicate adoption and will drive increased sales , optimal service , and greater client satisfaction. * Design, develop and ... *SALESFORCE PRODUCT MANAGER PB* WHAT IS THE OPPORTUNITY? This position...This position is a key leader in transforming our Sales and Client Management functions in Private Banking using… more
- City National Bank (El Segundo, CA)
- *CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client ... support increases in the CSAT score * Collaborate with other departments as needed to service client needs or act as SME WHAT DO YOU NEED TO SUCCEED? *Required… more
- BMO Financial Group (Hughson, CA)
- …issues using knowledge of bank services, products, and processes. + Fulfills sales and service activities for the customer in accordance with approved ... the needs of BMO customers or prospects to provide sales and service in the best interests...in compliance with legal and regulatory requirements and the Bank 's policies and processes. + Fosters a culture aligned… more
- UMB Bank (Sacramento, CA)
- **Commercial Portfolio Manager II-Food, Beverage & Agribusiness** **SUMMARY** This role is responsible for assisting Food, Beverage & Agribusiness loan officers in ... benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with… more
- Bank of America (Santa Rosa, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Rosa/Financial-Center-Client- Service -Representative\_25044486) **Job Description:** At ... Priorities Strategy and educating clients on conducting simple transactions through self- service technologies. **Responsibilities:** * Executes the bank 's risk… more
- Bank of America (Santa Maria, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC-Client- Service -Representative Santa-Maria-Financial-Center\_25036820) **Job ... Priorities Strategy and educating clients on conducting simple transactions through self- service technologies. **Responsibilities:** + Executes the bank 's risk… more