- JPMorgan Chase (Irvine, CA)
- …and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong knowledge of ... with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase… more
- Bank of America (Newport Beach, CA)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's… more
- BMO Financial Group (Sacramento, CA)
- …generate referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in ... regular and ad-hoc reports, and dashboards. + Builds change management plans of varying scope and type; leads or... and sales force to keep them informed of product developments and initiatives. + Coaches and advises others… more
- Fifth Third Bank, NA (El Segundo, CA)
- …and understanding of accounting principles. + Thorough knowledge of Commercial, Treasury Management , and alternative lending and financing options. + Ability to ... analysis, in order to offer beneficial banking solutions (eg loans, treasury management , capital markets) based on clients and prospects needs. This role is… more
- Citizens (San Francisco, CA)
- …limits by type of product and / or transaction, and in establishing management and administrative procedures to ensure adherence to policies. + Serve as a point ... loan portfolio requires new roles in first line risk management . The Private Bank Consumer Credit Risk and PM...in leadership of process/policy design and development/execution of consumer lending risk strategy + Bachelors degree in Finance or… more
- BMO Financial Group (San Ramon, CA)
- …Experience with QRM strongly preferred, particularly with the FTP module and Management Repository for data processing. Supports the research and development of ... risk in banking products are properly measured and support effective risk management practices. Works with internal and external stakeholders to ensure market risks… more
- Intuit (Mountain View, CA)
- …our customers. **What you'll bring** + 6-12 years of experience working in product , customer or other related analytics function + Highly proficient in A/B testing, ... than reacting to circumstances. + Strong organizational skills, time management , portfolio prioritization experience, and accountability required. + Experience in… more
- Mizuho Corporate Bank (San Francisco, CA)
- …lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction ... An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the… more
- JPMorgan Chase (San Francisco, CA)
- …engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. **Job Responsibilities** + Develop and deepen relationships with leadership ... firms + Support the firm's efforts across JP Morgan's product offerings to VC firms, General Partners and their...Commercial Banking's business model, products, and clients + Direct lending or credit supported related experience with a focus… more
- Intuit (Mountain View, CA)
- …part of a cross functional product team, you will work closely with Product Management and Experience Design, as well as other engineering leaders within ... **Overview** Quickbooks Capital is a leading Lending platform for small businesses. We empower millions...software development experience. + You collaborate consistently with the product and design teams. + You are patient, resilient,… more