- Umpqua Bank (Napa, CA)
- …High School Diploma or GED, required. + 1 year of previous banking or customer service experience, preferred. + Bilingual preferred. + Ability to learn ... Client Service Specialist - Napa Float Retail Banking...and stays current on changes. + Discuss and uncover customer 's financial needs to identify and offer appropriate products… more
- Umpqua Bank (Lakeport, CA)
- …School Diploma or GED, required. + 1 year of previous banking orcustomer service experience, preferred. + Bilingual preferred. + Ability to learn and comply ... Client Service Specialist I Retail Banking Group...and stays current on changes. + Discuss and uncover customer 's financial needs to identify and offer appropriate products… more
- SMBC (Los Angeles, CA)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the...its employees. **Role Description** Responsible for answering and addressing customer inquiries related to SMBC's cash management products by… more
- BMO Financial Group (Irvine, CA)
- …tablets, Smart phones, online tools, and applications. + Some experience in a consultative customer service or sales roles, with a drive to deliver a personal ... in Mandarin and English or Cantonese and English is preferred.** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and… more
- Enterprise Bank & Trust (Chula Vista, CA)
- …**Education and/or Experience:** + High school diploma or equivalent + Minimum one year banking experience required + Customer service experience required + ... Is cross-trained in and is able to perform personal banking activities consisting of offering a full range of...and services as well as providing efficient and quality customer service . **Essential Duties and Responsibilities:** +… more
- BMO Financial Group (Stockton, CA)
- …is a licensed position requiring the SIE, Series 6, 63, Life and Health** Bilingual in English and Spanish Language is preferred _The mission of Premier Services is ... identify new opportunities and deliver a differentiated experience. Our customer -centric approach prioritizes client goals through financial planning, delivering… more
- BMO Financial Group (Livermore, CA)
- …media, tablets, Smart phones, online tools, and applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal ... Bilingual in English and Spanish Language is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides… more
- Umpqua Bank (Sacramento, CA)
- …goals. The assistant branch manager manages a team responsible for exceptional customer service , operational soundness, and generating revenue for the branch ... banking software used in the branch. + Training and mentoring skills. + Customer -focused service and sales skills. + Understand consumer and small business… more
- PNC (Stockton, CA)
- …Skills** Accountability, Banking , Branch Banking , Client Loyalty, Customer Experience (CX), Customer Service , Identifying Opportunities, Leveraging ... Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as… more
- Bank of America (San Gabriel, CA)
- …engaging clients in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking , online banking , or ... platforms. * Is confident in educating clients on how to conduct simple banking transactions through self- service technologies (for example, ATM, online … more