- KeyBank (Newport Beach, CA)
- …strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and ... help drive the financial performance of the team's revenue and risk management goals through portfolio management activities including credit monitoring, file… more
- PNC (Temecula, CA)
- …business decisions and able to leverage that information in creating customized customer solutions . + **Managing Risk ** - Assessing and effectively managing all ... revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated… more
- Bank of America (San Jose, CA)
- …excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the ... a client's complex financial picture and guiding them with advice and solutions . Once you complete your performance requirements as a Financial Advisor trainee… more
- JPMorgan Chase (Temple City, CA)
- …of their businesses + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve ... and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new… more
- J&J Family of Companies (Irvine, CA)
- …treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we ... are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for… more
- Guardian Life (Sacramento, CA)
- …contracts, medical records, sales notes, and customer service logs. + Deliver solutions that enhance underwriting risk assessment, claims auto-adjudication, and ... data product owners, data scientists and most importantly, data business leaders. Our solutions and actions are critical to Guardian's revenue growth, risk … more
- Medtronic (Los Angeles, CA)
- …investigations. + Influence long-term compliance strategy through participation in the risk assessment process and the development of the compliance strategic ... and executive reporting. + Guide complex compliance reviews, approvals, and risk -based decision-making. + Develop actionable metrics and leverage insights to… more
- Citigroup (Costa Mesa, CA)
- …related to the creation and management of wealth. + Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. ... quantitative or qualitative analysis to solve problems and develop new, innovative solutions . Required to think beyond existing solutions , assumptions or current… more
- City National Bank (Los Angeles, CA)
- …business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within ... delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be… more
- Capital One (Sacramento, CA)
- …security and technology conversations, shaping best practices and positioning our solutions as industry-leading. + Go-to-Market & Sales Acceleration: Bridge the gap ... + Cross-functional Influence & Collaboration: Work closely with the engineering, legal, risk , cyber, and compliance teams to ensure our security responses are… more