- Enterprise Bank & Trust (Anaheim, CA)
- …clients' needs and inquiries in a courteous and friendly manner + Performs minor account maintenance tasks, as trained and assigned per branch needs, including ... but not limited to, address changes, debit card maintenance & check ordering + Refers customers to an internal team of experts when additional financial goals and… more
- Stantec (Petaluma, CA)
- …- The maintenance of a cohesive Stantec brand - Key client and Account development and maintenance - Market and community outreach and engagement. - ... closely with the Business Operations Lead, Stantec's Sector Leaders, Key Account Managers, project teams, other business developers, and peers across Stantec's… more
- Zions Bancorporation (Escondido, CA)
- …which may include opening new accounts, issuing counter checks, performing account maintenance , issuing/activation ATM cards, performing money transfers, ... ordering checks, receiving loan payments, etc. + Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources. + Identifies and maximizes cross-sell bank opportunities through exploring needs. + Other… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resources and support advisors across locations + Improve workflows for onboarding, account maintenance , and investments *Please contact Michelle Espejo via ... LinkedIn or email for additional info and immediate consideration. Requirements + 7+ in client service or operations at an RIA + Proven leadership and team management experience + Expertise in Schwab, Fidelity, Addepar, and CRM tools such as Salesforce +… more
- Huntington Ingalls Industries (Mountain View, CA)
- …Salesforce.com environment + Handle all basic administrative functions including user account maintenance , reports and dashboards, and other routine tasks ... + Maintain custom objects, custom buttons/actions, formulas, validation rules, flows, workflows, process builders, approvals, and assignment rules + Complete regular internal system audits and prepare for upgrades + Manage Salesforce.com data feeds and other… more
- US Bank (Rohnert Park, CA)
- …and banking channel preferences. Accurately completes teller transactions including deposits, account maintenance , withdrawals, transfers, ATM, bag drops, and ... balancing cash drawer daily within bank policies and operational guidelines. Actively develops new business and expands existing customer relationships. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE… more
- Northrop Grumman (Edwards AFB, CA)
- …restores, and disaster recovery of systems/databases/network equipment. + System/software/firewall/ account maintenance and monitoring. + Installing approved ... system wide software, allocating mass storage space. + Maintaining smooth, secure operation of ALIS/ODIN through coordination with peers, Tier 2 NASC and Engineers. + Reviewing process/procedures and collecting system operational data for engineering analysis.… more
- Umpqua Bank (Irvine, CA)
- …problems/issues regarding bank products and services and facilitate processing of customer account maintenance and advance requests. + Responsible for GL ... Certification which includes research, balancing and certification. + Review business organizational documents to determine appropriate signing authorities and responsible for confirming such entities are in good standing with applicable governmental agencies… more
- SPT Labtech (Covina, CA)
- …for performing tasks involved in the shipping, receiving, and management of materials, account maintenance , supplies and equipment. + Point of contact for all ... In-bound/Outbound shipment materials and instruments. + Receive, unpack, and or examine incoming and outgoing shipment contents and compare with records such as , work order, invoice, packing list or purchase order to verify accuracy and correct discrepancies… more
- Integrits Corporation (Edwards AFB, CA)
- …Essential Duties and Responsibilities Perform System Administration functions such as user account maintenance , application and OS patches and updates, antivirus ... updates, security/event log review and analysis, network documentation, tape backup operations, hardware issue escalation, user training, and user support. Performs the daily operation of MS Win server software to include system security, appropriate access,… more