- MongoDB (San Francisco, CA)
- …crucial role in optimizing our capital structure, ensuring liquidity, and implementing risk management strategies. **Cash management and strategic planning** ... of our Finance organization, you will drive leadership in cash flow management , investments, financial risk mitigation, working capital, and Treasury… more
- Bank of America (Woodland Hills, CA)
- …Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements ... financial data and providing financial alternatives. + Knowledge of banking products and services. + Solid time management...+ Credit and Risk Assessment + Pipeline … more
- LTD Global (Livermore, CA)
- …a full range of financial products including personal and business banking , mortgage lending, and wealth management . It distinguishes itself through ... institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers… more
- City National Bank (Irvine, CA)
- …Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management , and planning opportunities in estate and personal trust accounts ... and trust administration review of all potential new trust or investment business . Partner with Business Development colleagues (Banker, Financial Advisor,… more
- Wells Fargo (San Francisco, CA)
- …monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite ... Wells Fargo infrastructure footprint; provides information security; and enables continuous banking access through in-store, online, ATM, and other channels to Wells… more
- PayJunction (Santa Barbara, CA)
- …and email, and conduct timely follow-ups in support of efficient credit management processes. + Conduct risk assessments to determine financial creditworthiness ... various tools, documents and resources to identify the potential risk with the relationship and ensure it is reasonably...PayJunction. We believe dreams inspire people to start a business , and others to partner with them. While building… more
- JPMorgan Chase (San Francisco, CA)
- … banking , consumer and small business banking , commercial banking , financial transaction processing and asset management . We offer a competitive total ... awareness of and sensitivity to confidential nature of Private Banking clients. **Job Responsibilities** + Support Client Advisors in...as point of contact with Account Opening teams, Supervisory Management , Risk Management and Investor… more
- Citigroup (Beverly Hills, CA)
- … of wealth. + Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly ... on feedback from clients and colleagues + Appropriately assess risk when business decisions are made, demonstrating...of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience… more
- City National Bank (Beverly Hills, CA)
- …all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may ... Develops and manages relationships with clients in the assigned business segment and/or geographic areas. Presents a variety of...to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk … more
- BMO Financial Group (Los Angeles, CA)
- …personal banking , lending, and investments). + Implements a relationship management plan in collaboration with the lead relationship manager. + Determines client ... collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer...., etc.) + Leads/participates in the design, implementation, and management of core business /group processes. + Develops… more