Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives andprovidesa collaborative environment for all employee

Position Details Business Banking Officer II A Business Banking Officer II is responsible for providing a full range of banking services to self sourced and branch referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of credit relationships including, but not limited to, lines of loans up to $1 million, Commercial Real Estat

Join Crowe's leading Financial Services team in this newly created growth opportunity as a Tax Managing Director! What you will do as a Tax Managing Director Develop, build and maintain client relationships by understanding and identifying solutions that address client's needs Facilitate the implementation of consulting and compliance projects including identifying, under

Fully represent credit risk appetite within the payments business in conjunction with CRM and DCCO. Ensure portfolio management activities are well coordinated, specific to the card and ACH business and in line with broader portfolio management expectations. Participate as a key leader in new card campaign development and management. Monitor collection and troubled card m

Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments networ

Collaborate with partners, matter teams, and clients to scope and manage projects across various litigation practices. Work with national client services teams to develop and execute initiatives for client service and relationship development. Advise on best practices for client account management, service delivery, and project scope management. Interface with clients on

The FSR is responsible for selling the bank's products and services to existing and new prospects. The FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross sales goals. The FSR is responsible for retaining and develop

IMA's internal training team is seeking a Retail Trainer to join one of our IMA offices! This position will work closely with the Retail Training Manager to assess training programs, identify root causes of problems, and solve critical issues relating to Process Training components of IMA and is eligible for a hybrid work schedule. A successful applicant must have the abi

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

The FVP & Accounting Manager maintains accurate and reliable financial information in the accounting system. Produces periodic financial statements and analyses for Management and Board. Prepares timely and accurate reports to regulatory agencies. Provides support for internal and external audits, and regulatory exams. Leads the Accounting team for continuous improvement.

Mechanics Bank is currently searching for a Sr. Trust Officer to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on site at our Beverly Hills Branch. Under limited supervision, administers larger and more complex accounts, including, but not limited to trust, investm

Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long t

VP Commercial Lending & Business Services (Full Time Hybrid) Location US CA Valencia (HQ) ID 2024 1058 Category Business Lending Position Type Full Time Remote No Overview The VP Commercial Lending and Business Services manages Commercial Lending Department and associated portfolio. Reviews commercial real estate (CRE) loans, SBA loans, product guidelines, and department

About the role Our Legal team works on exciting legal and operational issues at the leading edge of artificial intelligence, generative AI, and machine learning technology. You will join a creative and solutions oriented team collaborating with internal teams at Scale and externally with our customers. We are looking for a relentlessly curious, deliberately open minded, a

Teller is responsible for efficiently processing a variety of client transactions while providing the highest level of service and identifying bank products and services that would be beneficial to potential and existing customers. A Teller must be proactive, friendly and courteous and should continually seek out opportunities to impress those they service. Duties will in