- Wells Fargo (Seal Beach, CA)
- …on customers' needs + Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers + Present ... banker depending on several variables, including (but not limited to) years of experience , complement of customers serviced, banking services and options of… more
- US Bank (Adelanto, CA)
- …equivalent - Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training ... a minimum three to four years of job-related, retail banking experience or a combination of ...our team members' whole selves and what may be needed to thrive in and outside work. That's why… more
- JPMorgan Chase (Irvine, CA)
- …measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree ... Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly… more
- Columbia Bank (Benicia, CA)
- …related field or equivalent work experience preferred. + 2 year of retail banking experience required. + 1 year of management or supervisory experience ... Assistant Branch Manager Retail Banking Group Benicia, California **Description** **About Us:** At...+ May back up client service specialist line when needed . + May engage in business development activities in… more
- JPMorgan Chase (San Francisco, CA)
- …qualifications, capabilities and skills:** * Eight plus years of work experience prospecting, acquiring, and developing private banking /wealth management ... individuals who are collaborative, confident and motivated to provide a first-class experience to clients within JP Morgan's International Private Bank. If you have… more
- Amalgamated Bank (San Francisco, CA)
- …overdraft and other account reports; escalate issues to Regional Director of Commercial Banking as needed . + Maintain compliance with all Bank policies, ... will provide client service and support within the Commercial Banking division. By joining our team, you'll be joining...+ Perform other duties as directed. Knowledge, Skills and Experience Requirements: + Bachelor's degree + 5-7 years of… more
- BMO Financial Group (San Francisco, CA)
- …advisors to identify new opportunities and deliver a differentiated experience . Our customer-centric approach prioritizes client goals through financial planning, ... made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking,… more
- US Bank (West Hollywood, CA)
- …of experience working in a sales, retail management, or banking environment **Preferred Skills/ Experience ** - Thorough product/service knowledge and thorough ... experience working in a sales, retail management, or banking environment **Preferred Skills/ Experience ** - Thorough product/service...our team members' whole selves and what may be needed to thrive in and outside work. That's why… more
- Banc of California (Brea, CA)
- …duties and projects as assigned. **WHAT YOU'LL BRING** + Minimum 4-5 years of experience in banking operations, with a strong background in deposit operations ... environment. The incumbent will provide leadership and management as needed to staff in the absence of the manager....Excellent written and verbal communication skills. + Proficient in banking systems and Microsoft Office Suite; experience … more
- Banc of California (Santa Ana, CA)
- …Call Center management experience . + Minimum 3 years Interactive Voice Response (IVR) experience . + Minimum 3 years Digital Banking and Zelle experience . ... day in phone management system and takes action as needed based on volume. Develops daily, weekly and monthly...Minimum 3 years banking and risk management experience with a focus on process improvement and enhancing… more