- US Bank (Walnut Creek, CA)
- …driving growth by identifying, prospecting, and acquiring new corporate and commercial banking clients within the critical healthcare sector with over $50MM in ... + Initiate contact and engage with decision-makers, presenting tailored banking solutions that meet client needs + Conduct thorough...Bachelor's degree in Business, Finance, or a related field ( preferred ) + 5+ years of proven success in a… more
- Zions Bancorporation (El Segundo, CA)
- …therapy sessions + Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products **Req ID:** 067853 Equal Opportunity Employer ... With a leading market share in small and middle-market banking , the Bank's 500+ client managers and 200+ wealth...Segundo, CA,** and will require the employee to be in- office Monday through Friday. **About the Role** : We… more
- EverBank (Encino, CA)
- …financial services experience + Experienced in expense management and booking travel ** Preferred Qualifications** + Proficient in Microsoft Office suite + ... job meets the daily requirements of upper management and various other office needs, including operational tasks, organizational duties and office -wide… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …in Business (eg Business Administration, Finance, Accounting) or equivalent work experience preferred . + Minimum of 10 years Commercial Banking experience. + ... Make banking a Fifth Third better(R) We connect great...9 years of relationship account management experience preferred . + Formalized commercial credit training or equivalent credit… more
- Bank of America (El Cerrito, CA)
- …impact in the communities we serve. Bank of America is committed to an in- office culture with specific requirements for office -based attendance and which allows ... point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate… more
- Bank of America (Monterey, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in- office ... best suited for their financial needs, such as core Banking , as well as Investment and Life Priority (TM)...(CRPC) is a plus. + Obtained insurance licenses is preferred . **Skills:** + Account Management + Client Investments… more
- Bank of America (Los Angeles, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in- office ... educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in...Excel and PowerPoint experience with Salesforce a plus + Preferred Registered **The following laws or regulations restrict or… more
- JPMorgan Chase (Irvine, CA)
- …requirements into detailed technical specifications for treasury services + Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use ... consistent, stellar client and partner experience + Commercial Card or Transactional banking /payments knowledge + Strategic thinking with the ability to adapt to… more
- Verint Systems, Inc. (Sacramento, CA)
- …Responsibilities:** + Oversee daily management of cash and debt. + Oversee all back- office support for in-house banking , netting, and pooling. + Prepare ... expenditures, investment activities, and portfolio management. + Maintain and cultivate banking , credit rating agencies, and investment banking relationships. +… more
- LTD Global (Livermore, CA)
- …institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers ... a full range of financial products including personal and business banking , mortgage lending, and wealth management. It distinguishes itself through… more