- Wells Fargo (Santa Paula, CA)
- …you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, ... in the top three - making us the #1 financial services employer - on the 2025...customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent and… more
- Financial Partners Credit Union (Brea, CA)
- … service , assisting them on using the Personal Teller Machine and convenience services . Setting mobile, online and e- Banking . Advise members in the selection ... all Credit Union deposit accounts. Refer to the Personal Banking Officers for Loans and CUSO for financial...and close the sale. + Educate members on convenience services , such as mobile, e- banking , e-quest, bill… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services , L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA ... As one team, we are all committed to delivering service , empowering financial literacy, creating products, and...through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services , LP visit www.cusonet.com . CFS… more
- City and County of San Francisco (San Francisco, CA)
- …service plan notes. + Conducts a needs assessment for clients in need of protective services . + Develops a Service Plan and organizes the initial care plan as ... that support and protect people, families, and communities. From financial , nutritional and employment support to child and adult...safety, and to develop an appropriate case plan. Score Banking : Scores attained on the Protective Services … more
- Umpqua Bank (Valley Springs, CA)
- …and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling ... Relationship Banker Retail Banking Group Valley Springs, California **Description** **About Us:**...and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best… more
- Wells Fargo (Azusa, CA)
- …including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In ... , based on customers' needs * Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers *… more
- Banc of California (Los Angeles, CA)
- …one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and ... holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of...a broad range of loan and deposit products and services , with full- service branches throughout California and… more
- Insight Global (Westlake Village, CA)
- …Expertise in using agile reporting tools like JIRA & Confluence Experience in financial services , mortgage banking , and/or consulting is desired Agile, ... ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by… more
- Wells Fargo (San Francisco, CA)
- …well as interact directly with external customer + Manage allocation of people and financial resources for Merchant Services Sales + Mentor and guide talent ... Merchant Service sales opportunities + **Small Business Merchant** and Banking experience strongly desired + Partner with support channels to meet business… more
- Robert Half Office Team (Torrance, CA)
- …experience in customer service , preferably within a call center or financial services environment. * Strong communication and interpersonal skills for ... skills, attention to detail, and a commitment to delivering exceptional service . Responsibilities: * Assist customers with routine banking transactions,… more