- EverBank (Irvine, CA)
- …identifies and resolves discrepancies. + Provides solutions to client, branch, and banking inquiries, and escalates issues when necessary. + Approves general ledger ... 3+ years of experience in general ledger reconciliation. + Previous retail branch banking experience. + Accounting Knowledge: At least 1 year of hands-on general… more
- Wells Fargo (Los Angeles, CA)
- …for clients to do business with us and for advisors to support their clients. Banking , Lending, & Trust (BL&T) is a center of excellence that unlocks access to ... client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services.… more
- JPMorgan Chase (Los Angeles, CA)
- …to provide sophisticated treasury/payments solutions to clients; Collaborate with client service , compliance, operations, technology, risk, credit, legal in order to ... + Execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers; Sell Payments products with value to the firm as well… more
- Bank of America (Newport Beach, CA)
- …us! **Job Description:** Bank of America's Healthcare Education and Not For Profit (HENFP) banking group is seeking a Credit Office II. HENFP is part of the ... healthcare, private universities, colleges and K-12 schools, cultural, professional and social service organizations. The Credit Officer II (CO II) is a highly… more
- Bank of America (Sylmar, CA)
- …communication skills with the ability to effectively influence clients. + Has effective customer service skills with ability to manage the full client end-to-end ... center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life...information, spreadsheets and financial skills. + Experience with in-person customer service and sales. + Experience working… more
- JPMorgan Chase (San Francisco, CA)
- …is identified **Required qualifications, capabilities, and skills** + 6+ months of customer service experience + High school diploma or GED equivalent ... having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and… more
- Banc of California (Laguna Hills, CA)
- …client experience. The Branch Manager will actively partner with various departments and service their customer base with the united goal of bank growth ... 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… more
- Comerica (Palo Alto, CA)
- …for routine to highly complex inquiries. Position CompetenciesSuccessful incumbents possess customer service skills, ability to communicate by phone and ... diploma or the equivalent (GED) + 4 years of experience in a financial services customer service environment that includes working with loan products + 2 years… more
- BMO Financial Group (CA)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... monitoring). + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits. + Prepares new business proposals or… more
- Intuit (Mountain View, CA)
- …and engagement. You will bring bold thinking, a deep passion for solving customer problems, an exceptional ability to accelerate velocity, and drive industry leading ... per day. Being the core engine behind offering any service on the platform, it's essential to ensure the...generation disbursements platform to support building various money movement, banking and payments products and services. + Owns the… more