- Pacific Building Group (San Diego, CA)
- …record of successful delivery in commercial construction. + Exceptional client relationship management and leadership capabilities. + Strong financial acumen ... and understanding of contracts, scheduling, and construction law. + Bachelor's degree in Construction Management, Engineering, or related discipline. + Advanced proficiency in construction technology and project management software. + Strong leadership,… more
- Bank of America (Irvine, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs....a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth… more
- Datavant (Sacramento, CA)
- …Adjustment . + Research and problem resolution skills. + Exceptional interpersonal relationship skills. + Must possess strong managerial, financial , and ... analytical skills. + Consistent demonstration of commitment to quality, customer focus, productivity, and process improvement. + Strong communication skills to effectively interact all levels of the organization, business unit leaders, and staff in a tactful… more
- CIBC (San Francisco, CA)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... organizational support. You will also support Family Office Executives and Senior Relationship Managers in providing exceptional client service. _At CIBC we enable… more
- International Rescue Committee (Oakland, CA)
- …Associate Director of Major Giving will be a dynamic seasoned fundraiser and relationship cultivator who will work closely with the Senior Director of USA ... region of the United States, the Associate Director will serve as a relationship manager throughout the donor life cycle, working across fundraising teams and with… more
- City National Bank (Studio City, CA)
- …Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and ... "client health" check-ins to monitor the stability of the relationship . WHAT WILL YOU DO? * Independent management of...in our SaaS product(s) * Design of the clients' financial statements and general ledger chart of accounts *… more
- BMO Financial Group (City Of Industry, CA)
- …This position is a hybrid role. Bi-lingual preferred. + Evaluates all financial statements (business and personal tax returns, fiscal year-end and interim statements ... and personal financial statements) for credit worthiness. Identifies recurring and non-recurring...loan agreement covenant and monitoring requirements. + Collaborates with Relationship Managers on reasoning for a particular decision, answering… more
- Stanford Health Care (Palo Alto, CA)
- …+ Understands financial management and health care reporting, including the relationship between the CDM, charging, coding and billing. + Ability to develop ... key stakeholders to promote importance of accurate documentation in patient care, financial performance and quality reporting. + Plans, organizes and develops an… more
- US Bank (West Hollywood, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Responsible for utilizing effective communication and critical thinking to identify financial resources for customers and fulfill those needs by providing direction… more
- Zions Bancorporation (Los Angeles, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best ... for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses… more