- Banc of California (San Diego, CA)
- …hires to support bank's recruitment efforts. + Maintains strong knowledge of risk and compliance - including BSA/AML, information security/fraud, and identity theft. ... products that will assist clients and the bank in managing risk . Completes all compliance certifications. + Demonstrate sales leadership, professionalism, and… more
- BMO Financial Group (Sacramento, CA)
- …with departmental goals and objectives. + Provides accurate financial analysis and risk assessment of new and existing customers. + Partners with internal ... present facts and offer opinions concerning credit worthiness. + Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect… more
- Charles Schwab (Berkeley, CA)
- …Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + Ability to adapt and implement ... change as the market and business conditions evolve + Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal… more
- MUFG (Los Angeles, CA)
- …planning and presentations. + Assists with routine vendor management and risk management tasks. + Helps coordinate internal communications, marketing activities and ... schedules. + Participates in the development of requirement specifications for future digital banking products, including leadership of user testing and focus groups. + Advocates for outstanding customer experiences. + Supports online product deployments.… more
- BMO Financial Group (San Francisco, CA)
- …client / major initiative. + Strong financial analysis skills. + Strong risk management skills. + Deep knowledge and technical proficiency gained through extensive ... education and business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + Data driven decision making - In-depth. **Base… more
- Citigroup (Los Angeles, CA)
- …and involved in short-term planning resource planning + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and… more
- BlackRock (San Francisco, CA)
- …management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual ... investors around the world. BlackRock offers a range of solutions - from meticulous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the… more
- Citigroup (Glendale, CA)
- …Participate in Sales Calls with Clients and Prospects + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and… more
- Banc of California (San Diego, CA)
- …Possesses credit skills sufficient to determine appropriate loan structure and assess credit risk of applicants + Ability to learn and embrace technology utilized in ... the origination process. Comfortable using Word, Excel and other office software programs + Required: Minimum 10 years of experience in a commercial lending environment + Required: Bachelor's Degree or additional equivalent experience + Preferred: Bachelor's… more
- Citigroup (San Francisco, CA)
- …with Bankers to prospect for new investment business + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and… more