- Bank of America (Beverly Hills, CA)
- …laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance , and Digital Assisted Shopping * Manages client ... * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory… more
- Wells Fargo (Palo Alto, CA)
- …review and approval of operational transaction requests such as asset movement, account maintenance , order errors, document approvals and various remediation ... employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information… more
- City National Bank (Sun Valley, CA)
- …Fully functional in delivering all components related to new accounts, including account maintenance , service requests, and risk management. Responsible for ... appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services. * Calls on and… more
- City National Bank (West Hollywood, CA)
- …Fully functional in delivering all components related to new accounts, including account maintenance , service requests, and risk management. Responsible for ... appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services. * Supports sales… more
- Insight Global (San Diego, CA)
- …timely processing of loan payments, escrow analysis, customer inquiries, and account maintenance . The ideal candidate is detail-oriented, customer-focused, and ... about mortgage servicing regulations and procedures. Key Responsibilities: Loan Account Management: Maintain and update borrower accounts, ensuring accuracy in… more
- Bank of America (El Cerrito, CA)
- …laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance , and Digital Assisted Shopping + Manages client ... + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory… more
- City National Bank (Anaheim, CA)
- …Fully functional in delivering all components related to new accounts, including account maintenance , service requests, and risk management. Responsible for ... appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services. WHAT DO YOU NEED TO… more
- Coinbase (Sacramento, CA)
- …the platform. * Navigate and execute complex workflows, including analytics, account maintenance , client management, incident and escalation management, billing, ... high-touch client support. * Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues,… more
- Keurig Dr Pepper (Orange, CA)
- …This position is also accountable for primarily new customers (acquisition) and minimal account maintenance on big accounts or problem areas and to access ... by ensuring compliance to established requirements and pricing standards. + Make key account calls on assigned accounts to maximize volume and gross profit. +… more
- Stanford University (Stanford, CA)
- …Employer Organization (PEO) relationship by handling requests, hires, compensation, account maintenance , renewals, and terminations; in partnership with ... conducting reviews and audits of compensation data to ensure accurate HR record maintenance . + Serve as a resource for compensation questions and partner with… more