- BMO Financial Group (Sunnyvale, CA)
- …privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment ... channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking , retail investments,...of retail investments and lending products. + Experience in financial services is an asset. + Confident… more
- University of Southern California (Los Angeles, CA)
- …Preferred Experience: 3 years of customer service , sales, or retail banking experience or experience at a financial institution. Preferred Skills: Knowledge ... + Have a minimum of one year experience in financial institution sales and service with a...school or equivalent Minimum Experience: 1 year of customer service , sales, or retail banking experience. Minimum… more
- EverBank (Irvine, CA)
- …offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to ... include management of employee inquiries, partnering with the HR function and outside service providers and may include other services such as payroll… more
- Banc of California (Santa Ana, CA)
- …one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and ... a broad range of loan and deposit products and services , with full- service branches throughout California and...financial industry related curriculum, should be business or financial industry related. + Prior banking experience… more
- DoorDash (San Francisco, CA)
- …team within New Verticals is focused on incubating our next set of bets, with Financial Products and Services being one of our top priorities. About the Role ... You will own building out consumer financial products strategy across our platform. You will be...You've succeeded in high-performing cultures (tech, operations, strategy, consulting, banking , or a related experience). + Experience in fintech… more
- EPAM Systems (San Jose, CA)
- …help our clients navigate the data-driven, digital revolution that is transforming the financial services sector. Our global teams span across 15 offices serving ... EPAM) company, a leading global provider of digital platform engineering and development services , we deliver advanced financial services solutions by… more
- BMO Financial Group (Santa Monica, CA)
- …+ In-depth understanding of deposit and loan (including mortgage) products and banking services . + Technical proficiency gained through education and/or business ... Provides financial and investment planning and advice in collaboration...collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.… more
- JPMorgan Chase (San Francisco, CA)
- …conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and ... Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all...to make a real difference by introducing clients to self- service options that simplify their banking experience… more
- US Bank (Rohnert Park, CA)
- …outbound calling) and follow up, asking questions and learning about their financial needs, and banking channel preferences. Accurately completes teller ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...or equivalent - Typically has one year of related banking experience or commensurate training in sales and customer… more
- Bank of America (Redding, CA)
- …strategies **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to ... - a requirement for the role. + **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher… more