- Columbia Bank (Lakeport, CA)
- …You:** + High School Diploma or GED, required. + 1 year of previous banking orcustomer service experience, preferred . + Bilingual preferred . + Ability ... Client Service Specialist I Retail Banking Group Lakeport, California **Description** **About Us:** At...Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager , the Client… more
- JPMorgan Chase (Los Angeles, CA)
- …the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. JP ... many complexities they face by leveraging the commercial and investment banking capabilities of the firm. **About** **Global Alternative Investment Solutions**… more
- JPMorgan Chase (El Segundo, CA)
- …pricing and quoting and locking interest rates at the request of the Client Manager . + Develop a working knowledge of treasury services products and process in order ... are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan… more
- BMO Financial Group (Santa Clara, CA)
- …customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both ... Bilingual in English and Spanish Language is preferred Delivers exceptional service to BMO customers and...sales and service needs (eg everyday banking , retail investments, lending solutions, home financing (including business-for-self… more
- JPMorgan Chase (Manteca, CA)
- …you'll be at the heart of our branch operations, working closely with the Branch Manager , branch employees, and our team of experts. Your role is crucial in ensuring ... real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the… more
- Bank of America (Arroyo Grande, CA)
- …and assist with conducting transactions through self-service resources, such as mobile banking , online banking , or ATM. Key responsibilities include accurately ... platforms. * Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking ,… more
- Bank of America (San Gabriel, CA)
- …and assist with conducting transactions through self-service resources, such as mobile banking , online banking , or ATM. Key responsibilities include accurately ... platforms. * Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking ,… more
- SMBC (Los Angeles, CA)
- …specialized experience in Financial Services. Experience as a Deposit Relationship Manager with Budget Management Responsibilities preferred . + Education: High ... Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The...SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the… more
- City National Bank (Los Angeles, CA)
- …Officer ("BCO") and Business Control Managers ("BCM"s) for Personal and Business Banking and will partner with the Risk Framework leadership team. Responsibilities ... regulation, rules, and risk management requirements within Personal and Business Banking . * Analyze, evaluate and periodically review relevant risk management… more
- TD Bank (San Francisco, CA)
- …Restricted lists. + Chaperone interactions and communications between Research and Investment Banking . + Review and approve US and Canadian equity Research with an ... US and Canadian Research rules. + Daily engagement with Research and Investment Banking to provide advice and guidance to business partners, conduct deal updates,… more