- Creative Financial Staffing (Mountain View, CA)
- Senior AccountantDue to growth. The Senior Accountant is responsible for the overall deliverables for their clients Quarterly financials, monthly cash flow and ... KEY DIMENSIONS Act as primary point of contact and relationship manager for client, family and outside service providers...for client asset protection issues. Downloading data from brokerage, bank and credit card accounts online into GL System… more
- Umpqua Bank (San Jose, CA)
- …market environment and Bank risk tolerances. + Partners with CSMs and Relationship Managers in customer and prospect calls as appropriate. May shadow manage a ... Middle Market Underwriter, Sr Commercial Banking San Jose, California **Description** **About...Commercial Banking San Jose, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+… more
- Banc of California (Menlo Park, CA)
- …training, small business support, affordable housing, and more. **JOB SUMMARY:** The Senior Vice President, Banker is primarily accountable for developing the ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...with the team to reach budgeted financial goals. The Banker will work to market the Bank … more
- Anywhere Real Estate (San Jose, CA)
- **Job Title:** Senior Project Manager **Summary of Role:** A Sr Project Manager will typically manage a few large and complex projects in parallel that involve ... changes to scope. + reporting status accurately via our PPM tool for senior leadership review. + Demonstrate effective critical thinking skills in crafting project… more
- 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 ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- PNC (San Jose, CA)
- …have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- City National Bank (San Jose, CA)
- …with Relationship Manager. + Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Credit Manager and appropriate ... **CREDIT OFFICER SENIOR CB** **WHAT IS THE OPPORTUNITY?** Participates in...ensure all loans are documented to fully protect the Bank 's interests in the credit relationship . Reviews… 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 ...thriving bank . Facilitates growth initiatives for the Bank through significant business development and excellent management of… more
- 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 ... other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional...decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on… 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
- Deloitte (San Jose, CA)
- Advisory Senior Manager - SAP Treasury Our delivery of services focuses on treasury and risk management strategies, treasury transformations and treasury technology ... transformation. Recruiting for this role ends 10/31/2024. The Advisory Senior Manager - SAP Treasury will focus on business...10+ years of consulting or major corporation treasury or bank treasury experience with focus on SAP Treasury technology… more
- Anywhere Real Estate (San Jose, CA)
- …to ensure compliance with regulatory IT control standards. The role reports to the Senior Manager, TPRM compliance, and is forward-facing to the full GIS team. They ... will serve as business liaison, and therefore, the ability to build a relationship /network will be critical. Ideal candidates are seeking entry into the cyber… more
- Comerica (San Jose, CA)
- … Bank to gain valuable business development, sales and relationship building skills. * Professional career development through assessments, coaching, team ... loan approval process. Specific responsibilities include: * Working with Commercial Bank Group to analyze/structure debt facilities, conduct relationship … more
- MUFG (Menlo Park, CA)
- …daily activities outlined below: **Responsibilities:** + Create and maintain Relationship Management team's sales pitch materials, including external pitchbooks, ... up to date with current, relevant content. + Support senior leadership on strategic projects and broader team initiatives....+ Internship or training program with a money center bank /regional formal credit training or equivalent. + Accounting and… more
- Citigroup (San Mateo, CA)
- The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client ... skill set to achieve personal/branch goals + Develop and execute integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's… more
