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 and provides a collaborative environment for all employ

Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce

Assists branch management team in the supervision and operations of a full service branch and creates a work environment where staff consistently focuses on delivering the Wescom Experience. Fosters a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency. Leads,

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving busines

Responsible for profitable business development as well as monitoring the quality of new and existing portfolio of companies with at least $2 million in gross sales with more emphasis on customers with higher revenues (at least $10 million). Ability to lead and coordinate with SMBC (Americas & Japan) and other referral sources to bring in and deepen the relationship of as

You will be joining the Frontier Technology group at SVB that is focused on providing financing solutions to companies that encompass cutting edge technology powered by engineering innovation. Frontier Technology sector enables the convergence of hardware, software, and data in the following key sub sectors aerospace, hardware infrastructure, transportation, consumer elec

Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, s

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr

Reporting to the Head of Middle Office, this position will manage a team of KYC Analysts. Act as mentor and coach as well as cross train other team members. Interact with Compliance/KYC department leads to enhance procedures and training of team and take lead/direct response to requests for information and updates related to KYC and internal/external audits. PRINCIPAL DUT

Redaptive is currently seeking a Capital Markets Buy Desk Leader. This position will be tasked with buy desk origination and syndicating all energy efficiency, renewable energy, and equipment financing transactions to customers across commercial, industrial, healthcare, and higher education sectors. Reporting directly to the Vice President and Head of Sales for Indirect,

Manage, direct, evaluate and oversee the performance of commercial banking staff; includes performance monitoring, employee development and training, motivating, coaching, mentoring, etc. Encourage teamwork. Foster organizational commitment. Develop and Implement aggressive sales strategies to acquire and expand new and existing customer relationships. Maximize loan depos

Manage specialists and coordinators assigned to the Financial Readiness team. Oversee the financial education curriculum to support and educate wounded service members to attain financial stability. Plan, organize, and administer the WWP Financial Readiness program services in collaboration with other WWP programs and external partners. Liaison for training and referrals

Location 1000 South McCaslin Boulevard Superior, Colorado 80027 9437 ABOUT THE JOB Assumes primary responsibility for i) developing new financial models or implementing market accepted models / structuring methodologies for risk analysis and underwriting of the structured facilities provided by SFL and ii) creating & maintaining model documentation & information on GRC an

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we

Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e