- City National Bank (Beverly Hills, CA)
- …assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves ... develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or...to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence… more
- City National Bank (Newport Beach, CA)
- …to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, providing sound ... sales, client service and proper credit quality and risk management . Responsible for all aspects of his or her...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES… more
- Banc of California (Santa Ana, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... Internal Controls over Financial Reporting (ICOFR) are assessed, reported to management , monitored for remediation, and validated for effective correct action.… more
- City National Bank (Los Angeles, CA)
- …goals, including sales, client service, proper credit quality and risk management . Developing and providing strategic direction, overseeing key initiatives, and ... other CNB departments and colleagues as needed. Provides project management support to the Head of Business Banking as...the BBRM's to maximize opportunities. May recommend bringing in product specialists, as necessary, to help problem solve or… more
- Intuit (Mountain View, CA)
- …strategies, improve customer outcomes, and ensure Intuit's payments, payroll, and lending products deliver on their promises to small businesses. The Senior ... teams (including Risk Operations, Risk Policy, Data Science, Compliance, Marketing, Product , and Finance), using analytics to drive strategic decisions and improve… more
- JPMorgan Chase (San Francisco, CA)
- …your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to ... Analyst will support the banker team in a variety of relationship management functions, primarily assisting with acquiring new ultra-high net worth clients,… more
- BMO Financial Group (Cupertino, CA)
- …for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and ... lending needs. As a **Licensed Senior Premier Relationship Manager**...clients and various departments across the organization to provide product support as well as diagnose and solve problems… more
- City National Bank (San Francisco, CA)
- …specialized business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall ... develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or...to be further developed or eliminated. Prepares reports for management * Monitors portfolio for quality, risk and adherence… more
- City National Bank (Beverly Hills, CA)
- …client relationships in the assigned business segment. Works with a variety of product partners to present solutions that address client needs. Is responsible for ... well as any internal issues. * Coordinate objectives and define responsibilities for product support teams in a relationship or transaction. * Monitor and analyze… more
- City National Bank (Los Angeles, CA)
- …LEAD CORPORATE BANKING* WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise. Is client facing ... all aspects of credit relationships for clients. Provides credit product expertise in an advisory capacity and ensures all...of past dues, portfolio reviews, etc. * 30%-50% Portfolio Management * Evaluates and examines credit requests in order… more