- BMO Financial Group (San Francisco, CA)
- …structural market risk advice on FTP policies to ensure appropriate risk-adjusted product pricing on retail and commercial products . + Develop quantitative ... in support of managing structural market risks arising from business/group portfolios and products . Develops and implements models to ensure market risk in banking … more
- JPMorgan Chase (Irvine, CA)
- …and conducting business calls with Relationship Managers. + Develop expertise in deposit products to assist clients with day-to-day banking needs including ... identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. + Manage the lending process by… more
- BMO Financial Group (Santa Monica, CA)
- …managed products and providing fee-based advice. + In-depth understanding of deposit and loan (including mortgage) products and banking services. + Technical ... customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap… more
- City National Bank (Los Angeles, CA)
- …proficiency with product utilization. With an emphasis on Treasury and Deposit products , * Develops new business through referrals and existing clients. ... Directs clients to appropriate area within the Bank or to a Relationship Manager . Maintains complete knowledge of all banking products and services including… more
- Banc of California (Santa Ana, CA)
- …businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and ... with higher limits and at times, can approve/verify on behalf of the manager and stays within Operational Transactional Signing Authority. Can be cross trained and… more
- Chevron Corporation (Fremont, CA)
- …grow your career?** At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value ... policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately. + Preserve safety of self, fellow employees, and all others… more
- SMBC (Los Angeles, CA)
- …for answering and addressing customer inquiries related to SMBC's cash management products by email or phone. The position logs and monitors inquires, troubleshoots ... appropriate suggestions. If necessary, escalate the issues to GTDB Product area. Create daily logs in proprietary system for...Work with our partner bank to set up service products . Provide support to customers for troubleshooting to resolve… more
- US Bank (Aptos, CA)
- …With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow ... The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: +… more
- Banc of California (Indian Wells, CA)
- …businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and ... and Teller. + Profiles customers while opening or servicing deposit accounts to determine needs. + Responsible for the...all types of new account transactions; cross-sells the Bank's products and services; strives to meet or exceed branch… more
- JPMorgan Chase (Rancho Palos Verdes, CA)
- …Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager , branch employees and One Chase colleagues to ensure customer financial ... an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch. A...equivalent or 2+ years of branch banking experience **Federal Deposit Insurance Act** This position is subject to Section… more