- Citizens (San Francisco, CA)
- …the client which include but are not limited to: Corporate Online Banking, Foreign Exchange Online (Currency purchasing, FX, wires, etc.), Remote Deposit ... memos, account plans and Pitch Books, while ensuring coordination among product partners, Relationship Managers and other internal partners to develop client… more
- Comerica (San Francisco, CA)
- …lending and non-lending products and services, including Treasury Management, Wealth Management, Foreign Exchange , and Global Capital Markets. * Lines of ... facilities, conduct relationship reviews, create marketing plans, identify ancillary product opportunities, and conduct industry research * Observing and… more