- Citigroup (Berkeley, CA)
- …the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster ... referrals + Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover… more
- Bank of America (San Diego County, CA)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments ... Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue… more
- Bank of America (Oxnard, CA)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments ... and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls… more
- Bank of America (San Francisco, CA)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments ... and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls… more
- Citigroup (Los Angeles, CA)
- …provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing ... delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high… more
- Citigroup (San Jose, CA)
- …provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing ... delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high… more
- NTT America, Inc. (San Francisco, CA)
- …and executing growth strategy, revenue forecasting, achieving all financial targets, service excellence, and overall client satisfaction, with indirect team members ... Excel at Client Management, with the ability to grow and improve client/ customer relationships, implement change, and leverage technology for competitive advantage +… more
- Banc of California (Santa Ana, 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
- Capital One (San Francisco, CA)
- …**Overview:** At Capital One, we are creating trustworthy and reliable AI systems, changing banking for good. For years, Capital One has been leading the industry in ... using machine learning to create real-time, intelligent, automated customer experiences. From informing customers about unusual charges to answering their questions… more
- American Red Cross (San Leandro, CA)
- …and materials as required by internal and external regulatory requirements. + Provide customer service by giving basic information and interacting in a positive ... driver's license and clean DMV record required. + Good customer service skills + Previous experience with...focus. Able to withstand temperatures in a typical blood banking environment including refrigerators and freezers. Position may require… more