- JPMorgan Chase & Co. (San Francisco, CA)
- …the box, challenging the status quo and striving to be best-in-class. As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part ... evaluation of income property loan portfolios, training less experienced credit officer /analyst or division employees, and updating credit policies. Formulating new… more
- Charles Schwab Inc. (San Francisco, CA)
- …Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. What you ... are good at: The Business Development Officer , Schwab Wealth Advisory role will help promote, retain...licenses 10 years of experience in business development and relationship management with a proven record of success 10… more
- Westamerica Bank (Turlock, CA)
- …Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting. Work with borrower's support ... service terms and fees of business relationships to provide acceptable return on investment for Bank and client. Determines best service instrument or combination of… more
- Westamerica Bank (Napa, CA)
- …Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting. Work with borrower's support ... service terms and fees of business relationships to provide acceptable return on investment for Bank and client. Determines best service instrument or combination of… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... WE WIN(R) THE OPPORTUNITY Reporting to the SVP, BSA Officer , the incumbent will assist the BSA Officer...as bank examiner or internal auditor Experience with alternative investment , such as private equity and venture capital. In-depth… more
- Vuori, Inc (Carlsbad, CA)
- …on our People and Culture leadership team, reporting into our Chief People Officer with key relationships across our entire Vuori leadership team. What you'll get ... management practices, headcount planning, employment law, etc. Exceptional at relationship management, networking, negotiation, and prioritization. Exceptional team leadership,… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all ... CNS Investment Advisory Program and client-directed accounts, to affluent individuals...a variety of settings. WHAT WILL YOU DO? * Investment Advisory Program Account AdministrationOpen Investment Advisory… more
- Citigroup (San Francisco, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex ... problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies… more
- City and County of San Francisco (San Francisco, CA)
- …For SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Public Fixed Income portfolio, which includes ... existing or prospective investments. + Assists in managing the relationship with external managers. + Takes direction from senior... management experience at a position equivalent to an Investment Officer or higher with an … more
- JPMorgan Chase (San Francisco, CA)
- …the box, challenging the status quo and striving to be best-in-class. As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part ... evaluation of income property loan portfolios, training less experienced credit officer /analyst or division employees, and updating credit policies. + Formulating… more
