Acara Solutions is seeking a Client Transaction Manager I for our client, a Fortune 500 Bank in Costa Mesa, CA ! We are seeking qualified candidates with Experience managing client relationships in the Corporate Trust/Agency industry A background in transaction management or account administration Here's what you'll do Monitor relevant administrative and operational syste

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

The Senior Relationship Manager (RM) position is an integral component of the Specialty Deposits team, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services. PRINCIPAL DUTIES AND RESPONSIBILITIES Achiev

Achieving sales goals and contributing to the growth of Bank loan and deposit portfolio. This position requires a strong understanding of Deposit Accounts, Services and Products as well as basic knowledge of credit and financial statement analysis, in order to offer beneficial banking solutions. Work with product partners (Middle Office, Portfolio Managers, Cash Managemen

Branch Operations Officer Job details Posted 14 May 2024 Location Pasadena, CA Job type Permanent Reference 919349 Job description Position Branch Operations Officer / Branch Operations Specialist Location Pasadena, CA Retail Banking Job Type Full time Description Embark on an exciting career journey with us as a Branch Operations Officer or Branch Operations Specialist,

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

Take on a significant leadership role within a world class health organization. Drive operational and financial effectiveness within the net revenue function of a complex health system. Take your professional expertise to the next level. You can do all this and more at UCLA Health. You will collaborate closely with budget, contract management, revenue cycle, operations, a

Position Details SUMMARY Treasury Management Officer (TMO) is the primary sales resource in Treasury Management focused on business development and new business acquisition activity. Maintains contact with top and high priority prospects and customers. Also, supports the business development and customer expansion efforts of the Commercial Banking Teams . ESSENTIAL DUTIES

Position Details Branch Manager II While you're working as a more experienced Branch Manager II here at First Bank and leading your branch sales team, your responsibilities will be to develop branch sales, maximize branch employee performance through appropriate human resource management, plan, direct and manage the marketing, business development and sales activities at

Position Details Branch Manager II While you're working as a more experienced Branch Manager II here at First Bank and leading your branch sales team, your responsibilities will be to develop branch sales, maximize branch employee performance through appropriate human resource management, plan, direct and manage the marketing, business development and sales activities at

Bachelor's degree in business or related field is preferred. Experience Minimum Years of Experience 3 Preferred Years of Experience Comments 3 or more years of business lending experience in a similar capacity Knowledge, Skills & Ability A proven track record of successful loan sales production Self starter who adapts well to a changing work environment. Displays high lev

One of the best known names in cruising, Princess is the world's leading international premium cruise line and tour company, carrying millions of guests each year to hundreds of destinations around the globe. With parent company Carnival Corporation, Princess has introduced Medallion Class Vacations. This award winning innovation offers the fastest way to an effortless, p

Are you a builder? Are you excited by the idea of architecting an Irvine CA area industry niche while using a national practice as your platform? WithumSmith+Brown, P.C., is a forward thinking, technology driven advisory and accounting firm, helping clients to Be in a Position of Strength SM in today's modern business landscape.Withum empowers clients with innovative tool

Reporting to the BSA Officer, the Director,Head of FCC Model and Data Governance will be responsible for the ongoing administration of the Financial Crimes Compliance ("FCC") Data Analytics, Model Governance and Model Validation programs for both the commercial banking and digital banking units. This individual must have specialized knowledge related to commercial and ret

Responsible for the evaluation, structuring, and preparation of Credit Authorizations of proposed and existing credit facilities within the Franchise Finance vertical in the amount of $1,000,000 to $25,000,000. Position requires an established working knowledge of the technical/analytical aspects of commercial loan underwriting including the evaluation of (i) cash flow, i