- US Bank (Los Angeles, CA)
- …operational and credit-related assistance to Relationship Managers, Portfolio Managers, product partners, and compliance teams to support ICG Banking activities. ... deliverables. + Recognize cross-sell opportunities and collaborate with Relationship Managers and product teams to support relationship growth. + Serve as a subject… more
- Regions Bank (Irvine, CA)
- …and secure deals + Possesses and maintains thorough knowledge of company product information + Stays updated on industry trends, competitor activities, and market ... quotes and negotiates terms when appropriate + Maintains understanding of all product offerings and effectively communicates the benefits of these products to… more
- Intuit (Mountain View, CA)
- …embedded support from other verticals including platform, collections and vendor management + Partner cross-functionally with Product , Compliance, Analytics, ... years of experience in servicing or operations, ideally within fintech, credit cards, lending , or financial services + Proven track record of managing teams through… more
- JPMorgan Chase (San Francisco, CA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources of one of...new business opportunities from existing client base. + Attend product rollouts, ideas calls and research meetings to stay… more
- JPMorgan Chase (Irvine, CA)
- …within the Private Bank including but not limited to credit and lending , multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** ... recommendations on tailored solutions + Conduct research and analysis; assist with product development and prospecting efforts + Research client inquiries and manage… more
- JPMorgan Chase (San Francisco, CA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources of one of...solutions in accordance with High-Net-Worth client's investment objectives. Attends product rollouts, ideas calls and research meetings to stay… more
- Coinbase (Sacramento, CA)
- …fully supported. *Team / Role:* As part of Coinbase's broader risk management organization, the Financial Risk Quant team is responsible for building quantitative ... with senior quant researchers and collaborate directly with risk managers, product and engineering teams, and other cross-functional partners to deliver robust,… more
- US Bank (Sacramento, CA)
- …from Day One. **Job Description** Under the general direction of upper management , this position is responsible for supervising the day-to-day activities related to ... specific loan volume origination goals which are established annually by upper management . Establishes referral source relationships for a steady flow of loan volume… more
- Wells Fargo (San Clemente, CA)
- …sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank + ... of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing… more
- Intuit (Mountain View, CA)
- …by addressing their top needs, ranging from invoicing to payroll, accounting, payments and lending . As a Team Lead on the Growth Lifecycle Marketing team, you will ... at all levels + Strong aptitude for operational excellence and project management workflow excellence + Strong analytical and problem-solving skills to understand… more