- Charles Schwab (Newport Beach, CA)
- …** Preferred Qualifications:** + A minimum of 5 years in the financial services industry with leadership experience preferred + Ability to provide ongoing ... business plan focused on growth of market share and client assets. As a branch leader, you will coach...Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and… more
- CBRE (Sacramento, CA)
- …& Capital Markets - Renewables Advisory Job ID 229285 Posted 18-Jul-2025 Service line GWS Segment Role type Full-time Areas of Interest Consulting Location(s) ... and Renewables** CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an… more
- Columbia Bank (Walnut Creek, CA)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required + 10+ ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust services and team… more
- City National Bank (Los Angeles, CA)
- …accuracy and completeness before submission to underwriting * Provide exceptional customer service by addressing client questions and concerns throughout the ... *EXTERNAL LOAN OFFICER ASSISTANT- MORTGAGE BANKING * WHAT IS THE OPPORTUNITY? An external mortgage...SUCCEED? *Required Qualifications** * HS Diploma * Bachelor's Degree Preferred * Minimum 5 year of Customer Service… more
- ARAMARK (Los Angeles, CA)
- …time of posting. **BENEFITS:** Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life ... weekly/monthly/annual financial reports + Accountable for Cash Flow, Cash and Banking , Accounts Receivable, Accounts Payable, Fixed Assets, and Capital Expenditures… more
- City National Bank (Los Angeles, CA)
- …of credit underwriting experience required. * Minimum 3 years of experience in a banking or financial services environment required * Must be in good standing ... the decision are accurate and calculated correctly. * Attend client meetings at PB, Sales Manager, or Credit Manager's...Bachelor's degree in Finance, Accounting, Business or related field preferred * Minimum of 3 to 8 years of… more
- City National Bank (Los Angeles, CA)
- …Fraud Operations teams to ensure appropriate management of fraud risk and client experience. The role requires regular executive level communication, a deep ... adoption of fraud controls that are commensurate with risk appetite and client experience expectations. Effective communication of fraud trends and solutions is… more
- Deloitte (San Jose, CA)
- …focus on business opportunities, growing the practice and strengthening the existing client relations through advisory services , solution design and delivery. ... including SAP Cash Management, SAP IHC, SAP TRM, and Banking /Connectivity. + Demonstrate strong leadership skills to guide and...delivery. + Support sales pursuits by drafting and presenting client proposals. + Provide support as a subject matter… more
- US Bank (Patterson, CA)
- …and portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications ... a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or...including US Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking … more
- Citigroup (Pleasant Hill, CA)
- …Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and ... direction to a team of employees, grow sales and client base in coordination with the consumer sales team...years of relevant experience required + Previous experience in banking or financial industry preferred + Sales… more