- BMO Financial Group (City Of Industry, CA)
- … lending environment with solid achievements in developing business. + Formal credit training and prior lending authority. + Seasoned expert with extensive ... of productivity against benchmarks + Collaborates to generate ideas, identify client solutions , pursue sector marketing efforts, cover clients, and deliver timely … more
- The Walt Disney Company (Burbank, CA)
- …and Digital Solutions Education . Educates members on emerging and existing credit union technology and digital solutions , such as mobile, online, and card ... This position serves as a key frontline leader at Partners Federal Credit Union, dedicated to building and nurturing long-term, profitable relationships with our… more
- MUFG (Los Angeles, CA)
- …Manager customer meetings, when appropriate + Special projects, as assigned **Advanced Credit /Underwriting Solutions :** + Work within deal team environment (with ... and sponsor-based clients across the Power & Utilities vertical lending business. The position involves the critical functions of...sector, ESG trends or other related work experience is preferred + Solid credit & analytical background… more
- JPMorgan Chase (Los Angeles, CA)
- …within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management ... + Manage the area's revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to… more
- JPMorgan Chase (Pasadena, CA)
- …million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 ... the lives of our clients and the well-being of their businesses through financial solutions , education, and advice. You will manage a portfolio of new and existing… more
- CIBC (Newport Beach, CA)
- …lending or deposit growth field. + You have demonstrated knowledge of credit , lending , investment strategy, trust administration and wealth management ... You have a bachelor's degree and/or advanced degree or certification including MBA, JD, formal credit training, CFP, CFA, CTFA or CPA preferred . + Series 7, 63… more
- Citigroup (San Jose, CA)
- …sales to individual consumer clients. **Responsibilities:** + Work with business credit requests less than $250K, recognize/refer larger lending opportunities ... marketing tools available to uncover opportunities, and present product offers/financial solutions + Understand and comply with Citibank policies, standards and… more
- JPMorgan Chase (Benicia, CA)
- …that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and ... + Ability to work branch hours, including weekends and some evenings ** Preferred qualifications, capabilities, and skills** + College degree or military equivalent +… more
- SF Fire Credit Union (San Francisco, CA)
- Where it all began In 1951 SF Fire Credit Union first opened its doors from a modest 10′ x 15′ office space in 17 Engine. It was from those humble beginnings-where ... the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends… more
- Banc of California (Beverly Hills, CA)
- …this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act ... and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is...bank's appetite and at direction of Manager. Work with lending teams to ensure (i) new deposit relationships are… more