- Banc of California (Woodland Hills, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... third-party reports such as property appraisals. - In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or… more
- Banc of California (Los Angeles, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... third party reports such as property appraisals. + In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or… more
- Banc of California (Los Angeles, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... all compliance certifications timely. + **Credit Support:** Works with Credit Administration/ Portfolio Management to facilitate client's credit needs in… more
- SMBC (Brea, CA)
- …Cross-sell products and services including revolving lines of credit, syndicated facilities, treasury and cash management services, and trade finance, loans, ... discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Our mission is to be "the bank… more
- Banc of California (Los Angeles, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... TOGETHER WE WIN(R) **THE OPPORTUNITY** Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the… more
- Banc of California (Beverly Hills, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... facilitate seamless loan closing experience for client. + Works with deposit and treasury management operations teams to ensure positive client experience. +… more
- Zions Bancorporation (Los Angeles, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a seasoned ** Treasury Management Portfolio Manager - Remote within California.** ... for portfolio clients of high value, complex Treasury Management relationships. **Essential Functions:** + Provides...for portfolio clients of high value, complex Treasury Management relationships. + Responsible for expanding… more
- City National Bank (Los Angeles, CA)
- * TREASURY ANALYST* WHAT IS THE OPPORTUNITY? Reporting to the Portfolio Manager , will provide research, analytical, and compliance reports to the Treasury ... Treasurer. Key responsibilities include processing of transaction activity, collateral management , producing portfolio risk reports, assisting ...under the guidance of, and as required by, the Portfolio Manager , Director - Portfolio … more
- Comerica (Los Angeles, CA)
- …and guidelines, ie regulatory compliance, portfolio and credit quality, and portfolio management . Assists with monitoring existing loans to ensure compliance ... development activities, as appropriate. Qualifications Position Qualifications: First Level Officer, Portfolio Manager I + Bachelor's Degree from an accredited… more
- BMO Financial Group (Los Angeles, CA)
- …loan solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in ... Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and...screening and underwriting of loan packages. + Work with Treasury / Capital Markets / Wealth specialists as needed… more
- City National Bank (Los Angeles, CA)
- …or equivalent * Minimum 3 - 5 years relationship management of Treasury Services Deposits based clients/ portfolio in a financial services company * Minimum ... variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall… more
- JPMorgan Chase (Los Angeles, CA)
- …Job Responsibilities + Drive sales for the entire Payments product suite, including treasury services which covers core cash management , liquidity management ... management products. + Familiarity with innovative cutting edge treasury /payments products, in addition to an understanding of the credit/risk process… more
- Enterprise Bank & Trust (Cerritos, CA)
- …+ Identify deposit driven commercial relationships and present solutions using treasury management , wealth products and other services. + Manages ... Develop and maintain comprehensive knowledge of all commercial products including loans, treasury management , trade service products and deposits to facilitate… more
- Comerica (La Puente, CA)
- …Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. ... knowledge of corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions. Maintain knowledge of… more
- JPMorgan Chase (Upland, CA)
- …providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening ... banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue...advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to… more
- Bank of America (Los Angeles, CA)
- … Management and facilitates client relationships with Product Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver ... Sr. Relationship Manager - Middle Market (Aerospace, Defense and Space...in Commercial Lending. + Demonstrated leadership ability. + Demonstrates management of an extensive portfolio of middle… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? The Lead Product Manager - Payments ("PM") for Treasury Management Solutions ("TMS") is responsible for a team that manages a ... expectations of the clients we serve. WHAT WILL YOU DO? * Product Portfolio management : maintain and continuously improve a product portfolio that balances… more
- Medtronic (Northridge, CA)
- …We are a nearly $3 billion, USA-based medical technology business. Our portfolio of innovative solutions is designed to provide customers with greater freedom ... problem-solver, a collaborative leader, and a trusted advisor to executive management and the Board of Directors. Responsibilities may include the following… more
- Republic Services (Long Beach, CA)
- …(GAAP) and Company policies and procedures. + Assists the Business Unit Finance Manager in the management of accounting personnel. Provides direction to the ... data, and payroll). + Assists the Business Unit Finance Manager in the management of the accounting...and responds to information requests from corporate (accounting, tax, treasury , IT, HR, sales, environmental compliance, legal, etc.) as… more
- City National Bank (Beverly Hills, CA)
- …Bank services. Introduce clients to appropriate areas within the Bank such as Wealth Management , International Treasury Management , or to a Private Banker. ... aspects of client servicing and transaction processing for the portfolio supported. WHAT WILL YOU DO? Risk Management...existing clients to the Private Banker or Private Banker Manager . WHAT DO YOU NEED TO SUCCEED? *Required Qualifications**… more
