- Compass Group, North America (Concord, CA)
- …+ Deliver regular and ad hoc reports on key metrics, including: + OCS/Pantry client service performance (primary focus) + Sales trends and same-store growth + ... complex data into clear, actionable insights that drive smarter decisions, improve service performance, and enhance client engagement. You'll work closely with… more
- Bank of America (Oakland, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Bank of America (Glendale, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- PennyMac (Moorpark, CA)
- …to relevant parties + Collaborate closely with internal teams (eg, operations, client services , compliance) to ensure alignment on performance expectations and ... to relevant parties + Collaborate closely with internal teams (eg, operations, client services , compliance) to ensure alignment on performance expectations and… more
- City National Bank (San Francisco, CA)
- …* Exhibit strong leadership in driving team performance, maintaining high standards of client service , and aligning efforts with overall business objectives. * ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Manages...clients to discuss and promote all Bank products and services in order to establish a total client… more
- Bank of America (Napa, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Compass Group, North America (Los Angeles, CA)
- …Oaks, Woodland Hills, Solvang, Carlsbad + Track record of ensuring high-quality services , financial success, and client satisfaction within the region while ... Strategic Dining Services **Position Title:** **Regional Director of Operations Los...the vision and strategic leadership to drive resident and client satisfaction through the delivery of best-in-class dining and… more
- Bank of America (Temecula, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Bank of America (Downey, CA)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a...+ A working knowledge of small business products and services . + Bilingual Spanish skills. **Skills:** + Client… more
- Bank of America (Woodland Hills, CA)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending...providing financial alternatives. + Knowledge of banking products and services . + Solid time management skills and the ability… more