- City National Bank (Los Angeles, CA)
- …the operational processes to meet bank policies and procedures and regulatory requirements, identify data analytic opportunities, analyze results of testing ... audit methodology and based on industry/institutional knowledge, emerging risks, and regulatory changes and expectations. Key areas of focus and involvement include:… more
- Deloitte (Sacramento, CA)
- …tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address budgeting, billing, management, and engagement ... Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients...client . + Supervise the daily operations of your engagement teams and their delivery of compliance and consulting… more
- Wells Fargo (Los Angeles, CA)
- …with Specialized Industries business lines to align on growth objectives and client engagement plans. + Size market opportunities and identify high-potential ... **About this role:** We are seeking a strategic, results-driven, and client -focused Equipment Finance and Leasing Director (Senior Lead Credit Product Sales … more
- City National Bank (Beverly Hills, CA)
- …well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * It is ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- City National Bank (Santa Monica, CA)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies… more
- Deloitte (San Jose, CA)
- …Services to the client . + Supervise the daily operations of your engagement teams and their delivery of compliance and consulting services. The Team At Deloitte ... market-leading experience? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around… more
- Citigroup (Santa Monica, CA)
- …experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation ... risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** :… more
- City National Bank (Pasadena, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies… more
- Citigroup (Pleasant Hill, CA)
- …experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation ... (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service… more
- Citigroup (El Cajon, CA)
- …experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation ... (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service… more