- BMO Financial Group (Los Angeles, CA)
- …and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and ... provides solutions though the sales of managed products and services (eg mutual funds,...customer conversations to generate referrals for personal and commercial banking products (eg personal banking , lending, and… more
- BMO Financial Group (Thousand Oaks, CA)
- …preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking , retail investments, lending ... digital and self-serve options with the goal of making banking easy, simple, and fast. + Supports customer transactions...applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal… more
- Zions Bancorporation (Chula Vista, CA)
- …our **Chula Vista, CA Branch** . If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking ... with you! **Essential Functions:** + Performs full-service banking services to new and existing customers within the...customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer… more
- Banc of California (San Diego, 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
- DataVisor (Mountain View, CA)
- …and strategic role, you will define DataVisor's strategic partnership for various banking core processing systems, online banking systems, other transaction ... Define and Execute the DataVisor Data Integration Roadmap. The focus is on banking core processing systems, online banking systems, other transaction processing… more
- BMO Financial Group (San Francisco, CA)
- …customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on ... objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and… more
- Columbia Bank (CA)
- Client Solutions Manager, Sr Commercial Banking Lake Oswego, Oregon NA, California South Jordan, Utah NA, Oregon NA, Washington **Description** **About Us:** At ... create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our… 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 (Camarillo, 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 (Marina Del Rey, 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