- Comerica (Saratoga, CA)
- …Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused ... new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, eg, how-to use products… more
- EverBank (Santa Monica, CA)
- …service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and ... This job understands client needs to offer the appropriate financial services and works with a wide array of...to opening new accounts, completing service requests, and submitting credit applications. + Participates as a key team member… more
- Zions Bancorporation (Palo Alto, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses… more
- Sedgwick (Sacramento, CA)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Adjuster National Marine **PRIMARY PURPOSE** **:** Analyzes, ... or university preferred. Adjuster licenses required in all applicable states. Associate in Claims (AIC) or Chartered Property Casualty Underwriter (CPCU) preferred.… more
- Carrington (Anaheim, CA)
- …Funding. + Is responsible for excellent customer service. + Pulls or verifies credit reports, flood certs and review appraisals as needed. + Ensures compliance ... the Broker and Account Executive about any discrepancies in the title, appraisals, credit , employment, income and other related items in the loan file. + Orders… more
- Financial Partners Credit Union (Orange, CA)
- …combination of experience, knowledge, skills, and education as well as internal equity. Financial Partners Credit Union is an equal opportunity employer and ... any need for coaching and/or training of sales skills, product knowledge, etc. to improve effectiveness in any aspect...advise members in the selection and opening of all credit union accounts and loans. Process mortgage and consumer… more
- Columbia Bank (Redding, CA)
- …and service offerings and stays current on changes. + Discuss and uncover customer's financial needs to identify and offer appropriate products and services. + ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...client needs and identify opportunities to provide additional bank products and services. + Always performs teller transactions and… more
- Columbia Bank (Santa Barbara, CA)
- …and service offerings and stays current on changes. + Discuss and uncover customer's financial needs to identify and offer appropriate products and services. + ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...client needs and identify opportunities to provide additional bank products and services. + Always performs teller transactions and… more
- Columbia Bank (San Jose, CA)
- …Demonstrate an in-depth knowledge, understanding, and development of professional banking financial solutions: Complex credit structures and solutions, Treasury ... credit structures. + Understanding of personal and business financial statements and tax returns. + Strong written and...Ability to provide client solutions. + Knowledge of bank products and services. + Excellent oral and written communication.… more
- Banc of California (Laguna Hills, CA)
- …Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more