- BMO Financial Group (Los Angeles, CA)
- …and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and ... business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Identifies opportunities during customer conversations to… more
- Bank of America (Chico, CA)
- …is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm. Key responsibilities include identifying needs, ... best suited for their financial needs, such as core Banking , and Investment and Life Priority (TM) solutions +...the next stage of training. Located in a Merrill branch . **We'll help you:** + Get training and one-on-one… more
- Bank of America (Monterey, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... best suited for their financial needs, such as core Banking , as well as Investment and Life Priority (TM)...of training. This role is located in a Merrill branch . **We'll help you:** + Get training and one-on-one… more
- Financial Partners Credit Union (Brea, CA)
- …union policies and procedures. + Identify and refer loan opportunities to PBO, Branch Manager or MLC. + Proactively identify opportunities to serve members ... team as a Member Service Officer at our Brea Branch . PURPOSE OF JOB To greet members and provide...Teller Machine and convenience services. Setting mobile, online and e- Banking . Advise members in the selection and opening of… more
- Amalgamated Bank (San Francisco, CA)
- …developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. Your expertise in ... banking products, coupled with strong sales abilities, will be...social advocacy clients. + Acts as the principal relationship manager for new and existing clients. + Develop and… more
- Financial Partners Credit Union (Orange, CA)
- …union policies and procedures. + Identify and refer loan opportunities to PBO, Branch Manager or MLC. + Proactively identify opportunities to serve members ... team as a Member Service Officer at our Orange Branch . The Member Service Officer will greet members and...the Virtual Teller Machines, setting up mobile accounts, online e- Banking , and other services. Advise members in the selection… more
- Banc of California (San Luis Obispo, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Brink's (Oakland, CA)
- …ATMs filled and businesses running fluidly. The Cash Logistics Processor Role: In branch locations around the world, we're doing the critical cash accounting work ... Cash Logistics Processor at Brink's, you'll work within our branch locations to account for the cash and valuables...appropriately + Follow any direction provided by supervisor and/or manager The Qualifications You Must Have: + 18 years… more
- Amalgamated Bank (San Francisco, CA)
- …region's most complex clients utilizing cash management services. Your expertise in banking products, coupled with strong sales abilities, will be essential in ... deposit and cash management, providing analysis and advice to the Regional Manager . + Perform other responsibilities as directed Knowledge, Skills and Experience… more
- LTD Global (Livermore, CA)
- …institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers ... a full range of financial products including personal and business banking , mortgage lending, and wealth management. It distinguishes itself through… more