- Zions Bancorporation (Fresno, CA)
- …Business & Middle Market Excellence Awards. We are looking for a **Branch Relationship Banker ( Personal Banker )** to provide top notch customer service to ... Associates at California Bank & Trust work in a relationship-centered culture...and performing client services issues. + Resolve client concerns through direct personal action or… more
- Enterprise Bank & Trust (Anaheim, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... Representative II **Job Description:** **Summary:** Financial Services Representative II serves as the bank 's more...team member to accomplish company objectives and lobby and personal goals. As the experienced banker , this… more
- Anywhere Real Estate (San Diego, CA)
- …community + Grow business from affiliated business clients through prospect and client planning, client outreach, sales meeting, utilization of company tools ... 3 years of sales experience (preferable from a call center environment) + Personal Lines Insurance license or the Property and Casualty Insurance Licenses (or… more
- LTD Global (Livermore, CA)
- … sites as needed for account setup, transactions, or maintenance + Assist with client and bank -sponsored events as required + Escalate client concerns ... The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes… more
- City National Bank (Los Angeles, CA)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB… more
- Columbia Bank (Los Angeles, CA)
- …Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower ... advisors with freedom, support, and earning potential to build lasting client relationships and grow their business. Advisors who join the team are typically offered… more
- Wells Fargo (Irvine, CA)
- …role:** Wells Fargo is seeking a Senior Lead Commercial Banking Business Development Representative for clients with annual revenue of $100MM to $2B supporting the ... Orange County market as part of the Commercial Bank . Learn more about the career areas and business...to clients and prospects + Demonstrated experience generating new client relationships, building and retaining long-term client … more
- BrightSpring Health Services (Union City, CA)
- …position cannot be performed remotely. Required: 3 or more years' experience in client management (customer service) or sales in Long-Term Care. We offer: DailyPay ... with assigned clients* Works directly with key PharMerica teams to deliver on client commitments and to meet service-level agreements.* Owns client issue… more
- NFM Lending (Long Beach, CA)
- …Assist with putting scenarios together for prospective clients.* Research client scenarios with underwriting and investor guidelines.* Responsible for generating ... bureaus, employers, and other sources in order to check applicants' credit and personal references.* Check value of customer collateral to be held as loan security.*… more
- BrightSpring Health Services (Anaheim, CA)
- …Developmental Disabilities (IDD) clients. Cultivates and maintains on-going strategic client relationships and partnerships within the organization to achieve the ... 8:00AM - 5:00PM Theideal candidatewill have 3 or more years' experience in client management/retention or sales in Long-Term Care or related industries We offer:… more