- City National Bank (Palo Alto, CA)
- **RELATIONSHIP MANAGER SENIOR , TECHNOLOGY** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business ... relationships with prospects and customers consistent with the objectives of the bank . + Actively works with customers and develops prospects consistent with the… more
- City National Bank (San Jose, CA)
- …past due reporting items and/or covenant defaults based in partnership with Relationship Manager . + Maintains up-to-date knowledge on all Bank lending policies ... **CREDIT OFFICER SENIOR CB** **WHAT IS THE OPPORTUNITY?** Participates in...and regulations. Confers with the Credit Manager and appropriate Bank personnel regarding new/existing… more
- Bank of America (San Mateo, CA)
- Relationship Manager - EGP San Mateo, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's… more
- Bank of America (Santa Clara, CA)
- …+ Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, Business Solutions Advisor or ... Clara, California **Job Description:** **Credit Solutions Advisor II** At Bank of America, we are guided by a common...benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of… more
- BMO Financial Group (San Jose, CA)
- …real financial progress by understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an ... process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as… more
- BMO Financial Group (San Jose, CA)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... a highly valued segment within a stable and thriving bank . Facilitates growth initiatives for the Bank ...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Deloitte (San Jose, CA)
- Advisory Senior Manager - SAP Treasury Our delivery of services focuses on treasury and risk management strategies, treasury transformations and treasury ... transformation. Recruiting for this role ends 10/31/2024. The Advisory Senior Manager - SAP Treasury will focus...10+ years of consulting or major corporation treasury or bank treasury experience with focus on SAP Treasury technology… more
- Wells Fargo (San Leandro, CA)
- …state-of-the-art Wires platform, which moves billions of dollars every day. As a senior manager , you will oversee the design, development, delivery of ... own experiences during the recruiting and hiring process. **Company:** WELLS FARGO BANK **Req Number:** R-395895-1 **Updated:** Thu Oct 03 01:46:09 UTC 2024… more
- Citigroup (Sunnyvale, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- Deloitte (San Jose, CA)
- …looking for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth ... relations through advisory services, solution design and delivery. SAP Treasury Senior Consultant: The position provides excellent opportunity for: + Define, plan… more
- LTD Global (Burlingame, CA)
- …performing the following duties personally and through subordinate supervisors. Although a senior management position with all that entails, the Senior Director ... of Finance & Administration is a hands-on manager willing and able to routinely work alongside staff,...external deadlines. + Serves as a member of the senior management team as appropriate and directed. + Reviews… more
- Netflix (Los Gatos, CA)
- …of either our Los Gatos, CA or Los Angeles, CA office and report to the Senior Treasury Manager . The ideal candidate will be an effective communicator who can ... FX settlements and intercompany analysis and settlements + Oversee and manage bank accounts including formation of new entities, dissolutions and closures, changes… more
- BMO Financial Group (San Ramon, CA)
- …the Commercial Bank across the various geographies. In addition, the Regional Manager will be tasked with leveraging the bank and delivering the integrated ... We are seeking a highly motivated Regional Manager to lead a team of relationship managers...and Diversified Industries Group. Facilitates growth initiatives for the Bank through significant business development and excellent management of… more
- Intuit (Mountain View, CA)
- …Association (ICA) certification in Financial Crime Prevention. This position will be filled at Manager or Senior Manager based on the experience level of ... then come join our team! The AML Program Governance Manager will report to the Bank Secrecy...pivot tables. + Ability to influence, challenge, and support senior leadership. + Flexibility to assist in other areas… more
- Wells Fargo (San Jose, CA)
- …grow your career" in the US **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the ... completion and been placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt Associate… more
- Comerica (San Jose, CA)
- Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit ... input for RECAP creation. * Works in conjunction with manager to prepare for and present at loan committees...portfolio and associated profitability. Additional Duties * Promotes public bank image by being involved in meaningful community and… more
- HSBC (Fremont, CA)
- …communities and the planet we all share. The Community Development Relationship Manager will be responsible to support a comprehensive community development program ... and recommendations to improve performance. As our Community Development Relationship Manager you will: + Establish and maintain relationships with community groups… more
- Comerica (San Jose, CA)
- …formal credit training and two sales-focused rotations within the Commercial Bank to gain valuable business development, sales and relationship building skills. ... through assessments, coaching, team building, and mentoring. * Exposure to senior and executive leadership. * Collaborative and supportive team environment. *… more
- Lucile Packard Children's Hospital Stanford (Palo Alto, CA)
- …treasury function, including: daily liquidity management, cash forecasting, investment manager oversight, debt program surveillance and interfacing with credit ... Operations: Ensures efficient treasury operations, including the management of bank accounts, payments, and collections. Implement and maintain treasury management… more
- PNC (San Jose, CA)
- …a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Sets relationship strategies and directs ... and may mentor others. + Manages effective network of senior internal and external relationships, such as community or...and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range… more