- Bank of America (Beverly Hills, CA)
- …and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ...+ A working knowledge of small business products and services + Bilingual **Skills:** + Client Management + Client… more
- Bank of America (Downey, CA)
- …and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ...+ A working knowledge of small business products and services . + Bilingual Spanish skills. **Skills:** + Client Management… more
- Bank of America (San Francisco, CA)
- …and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ...financial alternatives. + Knowledge of banking products and services . + Solid time management skills and the ability… more
- Bank of America (San Francisco, CA)
- …to work weekends and/or extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial services ... Relationship Banker - San Francisco Financial area San Francisco, California **To proceed with...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …trusted advisor in the Treasury & Revenue Strategy Department, supporting SMUD's financial objectives through strategic and advisory initiatives. We look forward ... Title: Financial Analyst Journey Department: Debt & Commodities Risk...prudent oversight that maximizes investment earnings while minimizing risks, service fees, and other costs. + Assists in forecasting… more
- Bank of America (Sacramento, CA)
- …to work weekends and/or extended hours as needed. **Desired Qualifications:** * Experience in financial services and knowledge of financial services ... Relationship Banker - Foothill Farms Financial Center Sacramento, California **To proceed with your...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …a (Job Title) for our (Location) Branch in San Francisco. The Position A Financial Advisor acts as a dedicated representative assigned to a specific branch (or ... multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members and prospective member base. Serves as an advisor to provide… more
- Google (Mountain View, CA)
- …technology company. + 8 years of experience in management consulting, business strategy, financial services , corporate advisory . + Experience working with ... and engineering teams + Experience in problem-solving, data analysis, financial modeling, execution planning, project management, and executive presentations. +… more
- Bank of America (Monterey Park, CA)
- …specialists. Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional ... Senior Banker - Monterey Park Financial Center - Mandarin Required Monterey Park, California...center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and… more
- Moss Adams LLP (Pasadena, CA)
- …complex and interesting business challenges. **Introduction to the team** The Financial Services group provides regulatory compliance, internal audit, ... financial institutions, including banks, credit unions and other types of financial services companies throughout the United States. Individuals who thrive… more