• Customer Relationship Officer

    Banc of California (Fresno, CA)
    …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... and withdrawals, cashing checks, performing transfers, issuing bank checks, performing cash advances, processing loan advances and loan payments, cashing savings… more
    Banc of California (05/25/25)
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  • Retail Business Banker

    Umpqua Bank (Los Angeles, CA)
    …appropriate products or services including cross market solutions (ie lending, deposits, treasury management , wealth management , etc.). Leverages the Bank's ... experience. + Advanced knowledge of business banking, business deposits and cash management policies, procedures, practices, banking regulations and… more
    Umpqua Bank (05/28/25)
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  • Director; Sr Relationship Manager

    Bank of America (Palo Alto, CA)
    Management and facilitate client relationships with Product Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver ... parameters. + Present the results of mathematical modeling and data analysis to management or other end users. + Collaborate with others in the organization to… more
    Bank of America (05/24/25)
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  • Executive Director, Production Finance

    Disney Entertainment (Burbank, CA)
    …Business Affairs, Finance, Controllership) and Disney enterprise partners (Tax, Risk Management , Treasury , etc.). + Possess an in-depth understanding of ... budgeting for domestic and foreign productions, audit, currency hedge, cash flow management , setting up legal entities and bank accounts, tax incentives,… more
    Disney Entertainment (05/23/25)
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  • Sr. Relationship Manager - Middle Market (Modesto…

    Bank of America (Modesto, CA)
    Management and facilitates client relationships with Product Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver ... and enhancing existing relationships + Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies… more
    Bank of America (05/31/25)
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  • Associate Relationship Manager

    Wells Fargo (Irvine, CA)
    …and understanding of core banking products: deposits, commercial credit, and treasury + Commercial account relationship management experience + Completion ... the job experience and professional support prepares participants for relationship management , sales or credit leadership roles within Commercial Banking. Learn more… more
    Wells Fargo (05/28/25)
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  • Portfolio Manager - US Banking

    Comerica (Costa Mesa, CA)
    …and how they impact the customers and prospective customers under their management . Coordinates with key internal partners to support servicing of existing customer ... base. Position Responsibilities: Portfolio and Risk Management Retain and manage existing loan portfolio, taking ownership of all reviews and renewals for existing… more
    Comerica (05/20/25)
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  • Lead Commercial Banking Relationship Manager

    Wells Fargo (San Jose, CA)
    …understanding of core banking products and services, such as commercial lending and treasury management + Completion of formal credit training program + ... retain, and grow complex client relationships through the art of relationship management , by understanding the needs and priorities of clients and financial decision… more
    Wells Fargo (05/29/25)
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  • Industry Executive - Life Sciences Coverage, West…

    JPMorgan Chase (San Francisco, CA)
    …ranging from $50 million and $25 billion. A typical team includes direct management of 3-5 Bankers. In addition, the Market Executive partners closely with credit ... underwriting, treasury sales, client service, an administrative assistant, and other...the portfolio size is typically smaller in recognition of management responsibilities. As part of the regional coverage, travel… more
    JPMorgan Chase (05/25/25)
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  • Portfolio Manager - Equity Fund Services

    Comerica (Palo Alto, CA)
    …and how they impact the customers and prospective customers under their management . Coordinates with key internal partners to support servicing of existing customer ... base. Position Responsibilities:Portfolio and Risk Management Retain and manage existing loan portfolio taking ownership of all reviews and renewals for existing… more
    Comerica (05/24/25)
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