- Insight Global (Westlake Village, CA)
- …using agile reporting tools like JIRA & Confluence * Experience in financial services, mortgage banking , and/or consulting is desired * Agile, Scaled Agile, PMP, ... Job Description As a Sr Project Manager you will be responsible for leading the...methodologies (ie agile, waterfall, lean, design thinking) * Advanced relationship skills and experience influencing senior leaders * Strong… more
- Bank of America (Woodland Hills, CA)
- …guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan. Key responsibilities include ... expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject to… more
- JPMorgan Chase (Irvine, CA)
- …client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship ... opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum… more
- BMO Financial Group (Santa Monica, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... Implements a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new… more
- Bank of America (San Francisco, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...strong referral base from across the business through our relationship with one in every two households. + Managing… more
- Bank of America (Yuba City, CA)
- …through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for ... you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We...SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system… more
- Bank of America (Monterey, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- LTD Global (Livermore, CA)
- …offers a full range of financial products including personal and business banking , mortgage lending, and wealth management. It distinguishes itself through ... headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The... relationship -based service, local decision-making, and support for regional economic… more
- Bank of America (Beverly Hills, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- Bank of America (Chico, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... best suited for their financial needs, such as core Banking , and Investment and Life Priority (TM) solutions +...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
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