- BMO Financial Group (San Jose, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... new initiatives, based on an in-depth understanding of the business / group . + Acts as a subject matter...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Comerica (San Jose, CA)
- …Management, Wealth Management, Foreign Exchange, and Global Capital Markets. * Lines of Business : Business Banking and Middle Market. * Rotations may ... II: Sales Rotations Sales Rotations take place within an assigned Commercial Bank Group . Commercial Banking Associates will complete a structured sales training… more
- BMO Financial Group (San Ramon, CA)
- …+ Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required. + ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...accurate, and efficient service. + Focus is primarily on business / group within BMO; may have broader, enterprise-wide… more
- BMO Financial Group (San Ramon, CA)
- …stakeholders. + Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation. + Analyzes financial and ... are excited to be adding to our specialized Government banking team within Institutional Markets. We will be adding...accurate billing to clients. + Focus is primarily on business / group within BMO; may have broader, enterprise-wide… more
- BMO Financial Group (San Ramon, CA)
- …valuations and completes and approves authorizations in compliance with the Bank's business banking lending policy. + Proposed loan solution structures and ... fraud, robbery, counterfeiting, money laundering, or defalcation. + Adheres to business banking lending processes, policies, procedures, legal, regulatory,… more
- BMO Financial Group (San Ramon, CA)
- …stakeholders. + Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation. + Reviews applications and ... and other financial matters. + Develops and manages Commercial banking relationships. + Develops plans for new business...is accurate and complete. + Focus is primarily on business / group within BMO; may have broader, enterprise-wide… more
- BMO Financial Group (San Jose, CA)
- …proactive outreach to branch-managed small business clients, personal prospects from business banking , and other selected personal customers. + Supports the ... grounded in an understanding of the personal and small business banking needs of the customer. +...business priorities and best sequence for execution of business / group strategy. + Conducts independent… more
- Intuit (Mountain View, CA)
- …and deep customer empathy. This role reports to the GBSD Customer Experience Senior Manager for the Money/Fintech Portfolio. This role can be based out of the ... higher level. Must have a very strong pulse on the metrics driving the business + Strong acumen in understanding customer behavior and using design thinking and… more
- BMO Financial Group (Livermore, CA)
- …deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + Passionate commitment to ... BMO partners to deliver the desired customer experience and achieve overall business objectives. + Collaborates with BMO partners to identify referral opportunities… more
- BMO Financial Group (Castro Valley, CA)
- … banking , retail investments, lending solutions, home financing (including business -for-self applications)), and small business solutions). + Offers clients ... with BMO partners to deliver the desired customer experience and achieve overall business objectives. US Only: This position will act as an originator of consumer… more
- Umpqua Bank (San Jose, CA)
- Branch Manager III Retail Banking Group...**You:** + Associate degree, or equivalent work experience in banking and finance, business , or a related ... Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time… more
- BMO Financial Group (Walnut Creek, CA)
- …leaders on strategy and new initiatives, based on an in-depth understanding of the business / group . + Acts as a subject matter expert on relevant regulations and ... development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists...Leads/participates in the design, implementation and management of core business / group processes. + Develops and manages a… more
- Morgan Stanley (Walnut Creek, CA)
- …global financial services firm providing a wide range of investment banking , securities, investment management and wealth management services. The Firm's employees ... part of our culture. Reporting to the Regional Consulting Group Advisory Director, the Consulting Group Advisory...targets that meet clients' needs. * Drive overall CG business in their coverage area. This includes overall CG… more
- BMO Financial Group (Walnut Creek, CA)
- …development (in cooperation with other teams in Risk and Lines of Business ), external publications, and for leading marketing and communications on climate matters ... on climate , sustainability, and ESG matters in the banking and finance sector and the broader economy. The...and dashboards for embedding climate across various lines of business and corporate areas and for external engagement. +… more
- Walmart (Sunnyvale, CA)
- …experience. Our Financial Services products touch millions of people daily, including One banking , Walmart Pay, Affirm, Money Services and so much more. This role is ... Walmart is building out B2B2C enterprise benefit program platform group . The opportunity is to lead the roadmap and...of your success. We need a roll-up-the-sleeves product strategy manager with a keen interest in crafting and selling… more
- Marriott (Pleasant Hill, CA)
- …and revenue generation and delivering a return on investment. Assists the General Manager in leading the team in the development and implementation of property-wide ... degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major; 2 years experience in the guest… more
- Citigroup (Danville, CA)
- The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort ... is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external… more
- Umpqua Bank (San Jose, CA)
- Personal Banker I Retail Banking Group San Jose, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... employees and offers banking services to customers throughout the nation. It's an...and services, and referring the customer to the appropriate business partners within the Bank when needed. + Provide… more
- JPMorgan Chase (Palo Alto, CA)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... to work well in a team environment, be able to represent the manager / group with professional courtesy and acumen, and deliver flawless work output. Your daily… more
- Intuit (Mountain View, CA)
- …company-wide financial planning, forecasting, reporting and analysis. As the central planning group for the company, Corporate FP&A plays a unique and critical role ... in driving business decisions and optimizing financial outcomes. Corporate FP&A determines...to ensure that Intuit is reaching its objectives. The group is also charged with developing presentations to the… more