- HSBC (Beverly Hills, CA)
- …a key role in interacting with clients, fund administrators, sales teams, and bank relationship managers to meet KYC requirements, execution of account opening ... is the investment management arm of HSBC Group, one of the world's leading financial institutions with a strong heritage serving financial markets for 150+… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- KeyBank (Superior, CO)
- …of new and existing customer accounts by collecting and analyzing operating; financial ; and market data/information on the client and portfolio as requested by ... + Coordinate the periodic review of servicer reports; investor settlement reports; financial statements and reports; and borrowing base certificates & reports to… more
- Aston Carter (Coeur D Alene, ID)
- …and payment changes, automatic payment, online banking, insurance, UCC renewals, financial statements and tax returns, corporate verification of status, inspections, ... of files and needed documentation. * Actively participates in Bank related and community volunteer events. * Assists the... related and community volunteer events. * Assists the Relationship Managers with marketing and workflow as needed. *… more
- CIBC (Chicago, IL)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... AND SKILLS** **Experience** + 10+ years of experience in payment technology, financial services, or a related field. + Extensive knowledge of banking products,… more
- Zions Bancorporation (Irvine, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses… more
- Scotiabank (New York, NY)
- …streamline, and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions. ... customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience + Conceptualizes, develops,… more
- CIBC (NJ)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... on obtaining new relationships not covered by existing CIBC Bank USA banking colleagues + **Win and nurture client...Risk Management, or Legal roles within the banking or financial services industry; extensive knowledge of applicable banking laws… more
- JPMorgan Chase (Los Angeles, CA)
- …with an integrated client service team to provide clients with a detailed financial plan. Utilizing JP Morgan's proprietary Wealth Plan software, the PWP guides ... JP Morgan Private Client, marking the initial engagement of bank -only clients with Wealth Management. As a Vice President,...and prospective clients who express interest in having a financial plan. You will work collaboratively with an integrated… more
- Zions Bancorporation (Fresno, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses… more