- BMO Financial Group (San Francisco, CA)
- …risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies and options. Serves as central point of ... and compliance policies are met. + Preferred experience in large corporate/ commercial lending, syndications. + Independently, easily able to analyze financial,… more
- City National Bank (Los Angeles, CA)
- …Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This person is...executing on relationship plans designed by the Relationship Manager strategies for those clients they… more
- Medtronic (Santa Ana, CA)
- …**A Day in the Life** We are looking for an experienced and passionate Senior Director of Market Development to lead the strategic development and execution of ... 2-3 years - the indication launch and market expansion into moderate AS. The Senior Director of Market Development will achieve these results by: + Driving … more
- WTW (Los Angeles, CA)
- …would delete this one for GDPs: In collaboration with the lead client relationship manager , actively expands existing client relationships and supports new ... opportunity to deep dive within their respective business area. **Client Advocacy Commercial Lines Overview** Colleagues in this role will support internal clients,… more
- Kratos Defense & Security Solutions, Inc. (Roseville, CA)
- …audiences such as Subcontractors, Prime and Government + Strong communication and relationship skills with Senior Leadership, Program Management, Customers, and ... combat systems. Our customers include the US federal government, foreign governments, commercial enterprises, and state and local government agencies. At Kratos, we… more
- Zurich NA (San Francisco, CA)
- …well-prepared purpose. + Mentor team members. This role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level ... Senior Management Liability Underwriter 125890 Zurich is currently...Underwriter, you will be responsible for utilizing your sales/marketing, relationship building and analytical skills to analyze and underwrite… more
- Comerica (San Diego, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior ...and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement… more
- Umpqua Bank (Walnut Creek, CA)
- …team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/ ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento,...place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....commercial clients, or function as a "hub" or "second… more
- City National Bank (Irvine, CA)
- *CREDIT OFFICER SENIOR CRE* WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise to a team of ... Relationship Managers ("RM's"). Analyzes prospective loan transactions and credit...review loan packages and provide recommendations and/or feedback to Commercial Real Estate Banking Management. * Works with RM… more
- LTD Global (Livermore, CA)
- …initiatives and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for ... mortgage lending, and wealth management. It distinguishes itself through relationship -based service, local decision-making, and support for regional economic growth… more