- Unknown (Alhambra, CA)
- …successful candidate will be responsible for developing and executing the bank 's consumer strategy, including consumer loans, residential mortgages, card services, ... and various departments, and third-party vendors to enhance the client experience and drive the sustained growth of the...processes with goals. Experience in Safe Agile and military service is also preferred. The role demands a professional… more
- City National Bank (Irvine, CA)
- …and remedied. WHAT WILL YOU DO? * Lead and manage a team of Client Service Professionals, fostering a culture of risk management and continuous improvement ... that the department consistently complies with all City National Bank policies and procedures, as well as applicable regulations....and operation service workflow. Participates in delegating client assignments to the Client Service… more
- City National Bank (Los Angeles, CA)
- …as all regulatory requirements and communicates to staff. Ensures quality client service , operational integrity and regulatory compliance. Frequently ... that the department consistently complies with all City National Bank policies and * Procedures, as well as applicable...of operational service needs. * Ensures quality client service . * Meets with staff on… more
- Bank of America (Santa Rosa, CA)
- … client 's needs. * In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program. ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Rosa/Financial-Center- Client - Service -Representative\_25044486) **Job Description:** At Bank … more
- Bank of America (Santa Maria, CA)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC- Client - Service -Rep\_26000409-1) **Job Description:** At ... FC Client Service Rep Santa Maria, California...FC Client Service Rep Santa Maria, California **To proceed with...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service , banking operations or relationship management support required. * ... they manage. * Resolves problems, answers questions related to client accounts and utilization of bank products and services. Works with clients to assist in… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Robert Half Finance & Accounting (San Jose, CA)
- …has expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to ... on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we… more
- Bank of America (San Diego, CA)
- …to deliver a modern, digital first service model focusing on exceeding the bank 's client service expectations and operational excellence goals + Ensuring ... Description:** This job is responsible for leading the overall service delivery model to include the bank 's...while working with the Home Office to ensure superior client service . Key responsibilities include partnering with… more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more
