- BMO Financial Group (Newport Beach, CA)
- …key partners. **Identifies and refers business opportunities to key partners, including Commercial Banking and Wealth Management, to deliver holistic client ... decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on...investment. + Establishes strong partnerships with BMO colleagues and senior leaders in the designated market. + Acts as… more
- BMO Financial Group (Los Angeles, CA)
- …clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, ... and clients. + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits. + Negotiates directly with clients on new… more
- LTD Global (Livermore, CA)
- …institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers ... a full range of financial products including personal and business banking , mortgage lending, and wealth management. It distinguishes itself through relationship… more
- Zions Bancorporation (Walnut Creek, CA)
- …Finance, or related field, with 6+ years of experience in treasury management, commercial banking , or financial services sales. + Proven track record of ... flow, drive operational efficiencies, and implement innovative payment solutions. As a ** Senior Treasury Management Sales Consultant** , you will lead with insight… more
- HSBC (San Francisco, CA)
- …credit and risk-based products with emphasis and support to Private Banking relationship managers and business heads. As our Senior Credit Advisor you will: ... a better world - for our customers, our people, our investors, our communities and the planet we all share. The Senior Credit Advisor will be the go-to expert on all… more
- Mastercard (San Francisco, CA)
- …to effectively advance business opportunities and generate revenues You have a strong commercial drive with the ability to monetize senior client relationships ... and governments realize their greatest potential._ **Title and Summary** Director/ Senior Managing Consultant, Services Business Development-Global Fintech & B2B… more
- Columbia Bank (Santa Rosa, CA)
- …Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to ... relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a...may manage clients linked to a group of branches, business/ commercial clients, or function as a "hub" or "second… more
- Ankura (CA)
- …communication strategy, argument structure, and key messaging + Establishes and maintains relationship with most senior client executives + Provides engagement ... Ankura's professionals have diverse backgrounds and varied experience including banking , consulting, restructuring, accounting firms and public/private industries. Our… more
- BMO Financial Group (Newport Beach, CA)
- …for all existing and potential clients and in support of a team of banking and lending specialists, and relationship managers. Provides technical expertise for ... structure. + Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. + Supports the execution… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience ... for you!Position CompetenciesSuccessful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are… more