- BMO Financial Group (San Ramon, CA)
- …types of credit information to support lending decisions and processes for the Community Capital Solutions Team. Maintains and promotes a client service ... Works closely with a team of Relationship Managers on structuring and servicing Low Income...and other analytical tools to assist clients in evaluating capital structure. + Designs and produces regular and ad-hoc… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …mission, strategies, and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software applications to ... fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will learn… more
- BMO Financial Group (San Ramon, CA)
- … community presence. + Transfers prospective customer relationships to relationship managers for future revenue generation and to support customer retention ... and adherence to audit, regulatory, and compliance policies. Supports EMM Relationship Managers (and other internal lead sources) on identified SBA opportunities.… more
- Stantec (Walnut Creek, CA)
- …technical specialties around the globe and are committed to fostering an inclusive community of diverse talents, backgrounds, and expertise. We're a place to apply ... staff schedules for completing the work in conjunction with Project Manager (s). **Qualifications** **Your Capabilities and Credentials** + Expert level understanding… more