- Banc of California (Glendora, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... of a full service branch office, including operations, audit & compliance, product sales , customer service, cash control, security, and safety in accordance with the… more
- Banc of California (Carlsbad, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... years of related experience in banking which should include 4 years of branch management and operations + High School Diploma or equivalent is required + Associate's… more
- Amalgamated Bank (San Francisco, CA)
- …environment, bank competition, and customer's business environment. + Understand the Bank's treasury management products. + Adhere to general bank regulatory ... middle markets sales strategy for commercial banking products and cash management services that will result in the attainment of assigned goals including year… more
- JPMorgan Chase (San Francisco, CA)
- …strong sales principles and practices, credit analysis and risk management + Engage and participate in ongoing strategic initiatives with Cross Line-of-Business ... of Chase loan programs to clients, manage and execute transactions, lead the sales team, and develop and grow portfolio through proactive prospecting and client… more
- Comerica (San Diego, CA)
- …Qualifications Position Qualifications: + Bachelor's degree + 10 or more years Treasury Management Products experience Salary Range For candidates hired in ... relates to sound infrastructure and integrity levels. Responsible for the management of assigned product(s), including market research, financial analysis, product… more
- JPMorgan Chase (Long Beach, CA)
- …Capabilities and Skills** + Bachelor's degree and formal credit training + Sales management , business development skills, proficiency in building and maintaining ... working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and JP Morgan Merchant Services.… more
- BMO Financial Group (Los Angeles, CA)
- …+ Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & Risk ... Management + Operate as key member of the deal...documentation and ongoing monitoring of asset and client performance. Sales Support and Partnerships + Provide exceptional customer service… more
- Deloitte (San Francisco, CA)
- …strategic finance, business unit finance, controllership (close & consolidations), tax, treasury , management and external reporting, and investor relations. ... stakeholders to define project scope, objectives, and requirements. Project Lifecycle Management : Managing the end-to-end AI project lifecycle, from initiation and… more
- Bank of America (San Francisco, CA)
- …the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk + Identifies and refers specialized small business ... conducting small business relationship reviews + Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the… more
- Comerica (Santa Cruz, CA)
- …knowledge of corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions. Maintain knowledge of ... role will be responsible for new business development, portfolio management and underwriting to support the needs of the...accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions.… more