- Huntington National Bank (Sacramento, CA)
- …through consultative selling and introductions to appropriate bank partners in treasury management , capital markets, insurance, wealth and private banking, ... Preferred Qualifications: + 10+ years' experience working directly as a Technology & Telecom Relationship Manager + Series 63 and 79 + Deep Subject Matter… more
- Amalgamated Bank (San Francisco, CA)
- …responsible for developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. ... and social advocacy clients. + Acts as the principal relationship manager for new and existing clients....competition, and customer's business environment. + Understand the Bank's treasury management products. + Adhere to general… more
- Banc of California (San Luis Obispo, CA)
- … relationship -based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. ... reviewed. + Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected… more
- SMBC (Los Angeles, CA)
- …manner. Maintain the records of concession pricing and special ECR memos from Relationship Manager for specific periods or renewals to keep information updated ... products to provide support to GTBD sales team and Relationship Manager in order to increase cross-selling...Strong knowledge and actual working experience of Corporate Cash Management / Treasury services system/product implementation .… more
- Republic Services (Daly City, CA)
- **POSITION SUMMARY:** The Business Unit Finance Manager , working alongside the General Manager , takes a lead role in identifying, analyzing and reporting on ... actively executing plans to achieve desired outcomes. The Business Unit Finance Manager is responsible for the review of financial results, development of forecasts,… more
- Banc of California (Santa Ana, CA)
- … relationship -based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. ... and timely communicated to the loan team and exam manager . Any recommendations should be communicated prior to submission...with all parties (internal and external). + Strong time management skills including timely and accurate updates to exam… more
- Banc of California (Santa Ana, CA)
- … relationship -based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. ... Long Term Disability, and ensures the HRIS & leave management systems are maintained for accurate reporting of leave...start/end dates. Serves as liaison with HR, Payroll, employee's Manager /Supervisor, and employee to assist in the return to… more
- Medtronic (Los Angeles, CA)
- …legal team and business stakeholders on securities, corporate governance, and entity management . This role will also support MiniMed's General Counsel in Board ... secretarial governance and management matters. Why Join the Diabetes MiniMed Legal Team?...guidelines, and related public company disclosure considerations. + Support Treasury department, including with respect to financing transactions and… more
- Banc of California (San Diego, CA)
- … relationship -based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. ... completing regular reports that will be presented to BSA/AML Management . Performs all duties in accordance with the Company's...follows up on corrective action. + Assist BSA/AML QC Manager with developing QC reporting and metrics. + Assist… more
- City National Bank (Beverly Hills, CA)
- …Bank services. Introduce clients to appropriate area within the Bank such as Wealth Management , International, Treasury Management , or to a Private Banker. ... 7 years of experience in client service, banking operations or Private Banking relationship management support required. * Minimum 5 years of experience in… more