- BMO Financial Group (San Francisco, CA)
- …client deliverables. + Understands the complexity of transactions and related risk ( credit , market, operational, legal/compliance, etc.). + Provides feedback ... client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. + Initiates contact with partners for new client… more
- Citizens (Sacramento, CA)
- …financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and a ... strong grasp of sales and credit skills. This senior level performer will have an...the client needs, provide value added solutions, manage a portfolio of existing customers and drive new commercial customer… more
- Comerica (Long Beach, CA)
- …financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of ... portfolio customers in the banking center. Assist in community...Effective utilization of converge for customer relationship management. Operational Risk : Ensure compliance with applicable federal, state, and local… more
- City and County of San Francisco (San Francisco, CA)
- …by its higher and interdisciplinary responsibility. It is distinguished from the IS Director/ Manager series by the lower complexity and scale of the units managed. ... size and complexity are distinguished between this class and the IS Directors/ Manager Series depends on a variety of factors: including number of employees under… more
- CIBC (Newport Beach, CA)
- …advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and marketing. ... and comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks… more
- City National Bank (Los Angeles, CA)
- …to ensure that FX client issues and concerns are addressed. * Interface with credit and legal teams to ensure timely approval and execution of legal documents (such ... * Consult and work jointly with the FX Sales Manager and Team Leads to develop new strategies for...Action. * Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory… more
- Black & Veatch (Walnut Creek, CA)
- …supports complex contract negotiations with appropriate client management Manages varied complex risk which includes fixed price or new technology or non domestic ... after the first 90 days of employment based upon manager discretion, job performance and work assignments.** **The Team**...asset use, meet performance goals, reduce costs, and mitigate risk no matter where the water industry goes next.… more
- City National Bank (Los Angeles, CA)
- …* Provides pricing support to sales colleagues and covers client deal risk , as appropriate, to secure maximum profitability. * Accepts and monitors take-profit ... Analyzes various trading portals and market-making resources to assist the Sales Manager in making proper judgements regarding trading costs, dealing security, etc.… more
- Columbia Bank (Valley Springs, CA)
- …business loans and is actively building and maintaining a loan and deposit portfolio . + Educates customers about the availability of services originated by internal ... consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the...Ability to understand cash flow, financial statements, and market risk . + Demonstrates desire and ability to build upon… more
- CDM Smith (Fresno, CA)
- …the firm's functional leaders. * Manages and minimizes the unit's financial risk by maintaining governance, systems of controls, and ensuring effective operations. * ... Service Units, oversees, directs, and ensures a balanced project portfolio . * Manages Unit's budget and resources so that...Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal or… more