- Bank of America (San Jose, 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....**Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial… more
- MUFG (Los Angeles, CA)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...direct communication with assigned customers, if needed by RM ( relationship manager). + Coordinate and communicate critical account information… more
- Bank of America (Los Angeles, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- Fiserv (Sacramento, CA)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... in managing digital payments and digital banking relationships with established large financial institution clients across North America. You will act as an advocate… more
- Abbott (Alameda, CA)
- …value realization, and capacity alignment-in collaboration with IT Business Relationship Managers. Lead and refine governance processes that provide senior ... + Effectively communicate and embed strategic direction across IT Business Relationship Managers and leadership. Portfolio Governance & Value Delivery + Drive… more
- The County of Los Angeles (Los Angeles, CA)
- …5) perform the more difficult department-wide technical support functions, Financial Control, Cataloging, Materials Management and Processing, which includes the ... orderly facility. Has primary responsibility for maintaining a continuing relationship with County/city officials, community organizations, schools and other… more
- Comerica (San Mateo, CA)
- …to build rapport and discover unmet needs of customers, providing relationship servicing, and consistently enhance the partner referral processes by following ... best practices.Position ResponsibilitiesCustomer Relationship Activities Service, execute and impact the customer ...years of relevant experience + 3 Years in Consumer/Business financial services sales experience + 1 Year experience with… more
- Bank of America (Newport Beach, CA)
- …and experience in vendor finance, preferably with a large, regulated financial institution + Exceptional client management and relationship -deepening skills ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- First National Bank of Omaha (CA)
- …when formulating recommendations, ensuring alignment with group and organization values. + ** Financial knowledge and discipline** - You maintain and apply a broad ... understanding of financial management principles to ensure decisions are fiscally sound...and retention of assigned brand portfolios, acting as senior relationship consultant to meet and exceed business expectations. +… more