- City National Bank (Pasadena, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on managing ... the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's...processes * Personal & Small Business Financials - reviewing financial statements / tax returns of both individuals and… more
- US Bank (Beverly Hills, CA)
- …Build, develop, and manage both new & existing relationships. + Deliver financial expertise and client-centric solutions that build strong, long-term ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...Description** Our Business Banking Relationship Managers are the primary advisor for our business clients. They play a pivotal… more
- JPMorgan Chase (Plano, TX)
- …functions within a large, global organization. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... Human Resource initiatives, optimize operational performance, and serve as a trusted advisor to executive leadership. This position supports the Global Head of HR… more
- Edward Jones (St. Louis, MO)
- …our more than 7 million clients live and work. In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can ... offered products, asset allocation strategies, firm investment philosophy, and investment solutions for clients. + Direct and guide decision making on vulnerable… more
- Capital One (Indianapolis, IN)
- …are committed to helping customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom line. We aspire to ... become a trusted advisor , an informed teacher, and a concierge to guide...will be expected to disrupt prospects' thinking and deliver solutions that transform their businesses. **General Responsibilities:** + Use… more
- Microsoft Corporation (Redmond, WA)
- …Microsoft's investments in Accounts Receivable (AR), while acting as a trusted advisor to the business and delivering key decision support, enabling profitable ... Additionally, it focuses on building solid relationships, driving adoption of solutions , and resolving escalations effectively. At Microsoft, our mission-to empower… more
- BMO Financial Group (Chicago, IL)
- …**Monitor product performance and risk metrics** , identify issues, and implement solutions to optimize financial performance and customer experience. + **Manage ... and controls (eg, check kiting, account takeover). + Familiarity with IDV solutions and decisioning models (QualiFile or similar). + Understanding of model risk… more
- Deloitte (Columbus, OH)
- …clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after ... product tech diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are… more
- Agiliti Health (Eden Prairie, MN)
- …and build long-term relationships with healthcare partners. + Serve as a strategic advisor to the executive team on market trends, customer needs, and competitive ... + Create and manage forecasting models to ensure alignment with corporate financial objectives. **Peer Leadership and Development** : + Lead the development of… more
- Capital One (Plano, TX)
- …and enhance Capital One's brand in the marketplace. Seen as a trusted advisor , the TMC works closely with commercial clients to understand their business, optimize ... Treasury flow and minimize financial and reputational risk. They focus on creating and...They focus on creating and delivering customized client centric solutions through a consultative approach. Leveraging their network and… more