- Financial Partners Credit Union (Costa Mesa, CA)
- …service inquiries, processing financial transactions, and cross selling appropriate credit union products and services while consistently meeting the service ... Researches and resolves complex member inquiroes related to all Credit Union accounts, products and services Performs...Strong customer service skills, strong ability to cross sell financial products . Ability to train new agents… more
- Columbia Bank (Rocklin, CA)
- …independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is ... and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial ...with the bank's Breakthrough Client Service Standards. + Primary associate in the branch to open new deposit accounts… more
- EverBank (Sacramento, CA)
- …a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability ... Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters. + Acts as liaison with client and CAF team… more
- Zions Bancorporation (Los Angeles, 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
- Columbia Bank (Irvine, CA)
- …+ Advanced analytical and problem-solving skills. + Advanced credit and credit quality skills including accounting, financial statement spreading, and cash ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...Together for better. **About the Role:** Underwrites and prepares credit presentations for complex Commercial Real Estate (CRE) loans.… more
- Columbia Bank (San Luis Obispo, CA)
- …independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is ... ABM also processes transactions, places clients in appropriate account and loan products , cross-sells other bank services and makes referrals to other departments as… more
- T. Rowe Price (San Francisco, CA)
- …in the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial ... + This role is directly responsible for distribution of alternative investment products , and will work closely with peers on partner teams which include… more
- Zions Bancorporation (Irvine, 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
- ADP (San Dimas, CA)
- …May indirectly supervise Associate Tax Analysts and/or Tax Analysts on work product direction. + Accountable to Audit and CRM for quality and accuracy. + ... zone (geographically; demographically based) incentive programs, including compliance work, credit calculations and certification process for all participating ADP… more
- Columbia Bank (San Diego, CA)
- …an in-depth knowledge, understanding, and development of commercial banking financial solutions, including complex credit structures andsolutions, treasury ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...equivalent, required. + Proven ability to cross-sell all bank products + Expert in building client relationships + Handles… more