- SMBC (Sacramento, CA)
- …Group, is being built by a close-knit and fun-loving team of financial services professionals and technology experts who came together for the challenge of building ... a full- service digital bank from scratch. We're committed to doing...the integration of process and system changes (eg, KYC, Transaction Monitoring, Case Management, sanctions) in response to evolving… more
- Anywhere Real Estate (Beverly Hills, CA)
- …positive, can-do attitude that gives agents and homebuyers alike the confidence that their transaction is in reliable, good hands and will be completed on time. + ... our business; retaining agents by providing them with white-glove service . + **Talent builder:** Training escrow assistants to open...want to assure satisfaction for everyone involved in the transaction , whether you are a buyer, seller, agent or… more
- Banc of California (Indian Wells, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... of new account transactions; cross-sells the Bank's products and services ; strives to meet or exceed branch goals. +...+ Multitask among multifaceted job roles to address all service or transaction needs, including cash transactions… more
- WTW (San Francisco, CA)
- …this role you will be responsible for managing a wide variety of transaction -related projects, leveraging your experience to make recommendations on plan design and ... edge solutions. **The Role** + Deliver superior, consistent project management on transaction -related projects: + Draft statements of work, project plans and budgets… more
- TD Bank (San Francisco, CA)
- …at TD Cowen provides clients with a full array of products and services including strategic M&A and capital markets advisory, IPOs, follow-on offerings, private ... + Managing deal execution and project management throughout the lifecycle of a transaction + Overseeing and/or assisting in the preparation of financial models and… more
- Anywhere Real Estate (Ventura, CA)
- …Keep in direct contact with agent with weekly report as to the progress of the transaction and what is needed for a complete closing + Create a system in the office ... Personally handle signings or manage signings with outside signing services + Prepare file for funding + Order Hazard...want to assure satisfaction for everyone involved in the transaction , whether you are a buyer, seller, agent or… more
- JPMorgan Chase (San Francisco, CA)
- …on small-, mid-, and large-cap companies that require traditional banking services and investment banking solutions. You'll work directly with senior bankers, ... presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity,… more
- Mizuho Corporate Bank (San Francisco, CA)
- …and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate ... equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. An Associate is expected to… more
- Citigroup (Pleasant Hill, CA)
- …to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating ... The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers...to ensure complete client satisfaction with resolution + Recognize transaction needs of clients, direct them to the alternative… more
- Coinbase (Sacramento, CA)
- …for executing Compliance controls with adherence to Coinbase's BSA/AML program, transaction monitoring, KYC, CDD, and EDD policies, procedures and standards ... of 10-15 Compliance Analysts responsible for enhanced due diligence (EDD), transaction monitoring, to include preparation and filing of Suspicious Activity Reports… more