- Bank of America (Simi Valley, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... Senior Banker - Sycamore Plaza Financial Center Simi Valley, California **To proceed with...center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and… more
- Publicis Groupe (Los Angeles, CA)
- …+ Proven track record of driving measurable product outcomes in complex financial services environments. **Benefits:** + An inclusive workplace that promotes ... with knowledge across Portfolio Management, Trading, Confirmation & Settlement, and Regulatory/ Client Reporting. + Solid understanding of financial products,… more
- Columbia Bank (Roseville, CA)
- …gathered through relationship review and personal meetings providing integrated delivery of financial services . + Achieve individual annual production and growth ... and determination of their needs and appropriate products or services including cross market solutions (ie lending, deposits, treasury...and loans to ensure the bank meets its overall financial targets. + Build client referral pipeline… more
- Wellpath (Alpine, CA)
- …balance for team members and their family to support physical, mental, and financial wellbeing, including: + DailyPay, get no-fee, instant access to your earned pay! ... benefits varies based on employee type and length of service . **Why Us** **From top to bottom, we are...difference** **Be the Heart of Compassionate Care as a Client Care Assistant (CCA)!** Are you passionate about making… more
- Fooda (Los Angeles, CA)
- …for food service operations, as well as meeting and exceeding client objectives, customer expectations, and financial goals. This role requires you ... What You Will Be Doing: + Supervising day-to-day food service operations of a Fooda Enterprise client ...+ Weekly accounting responsibilities, submit invoices, and ensure all financial entries are documented properly within Fooda's systems. +… more
- City National Bank (Beverly Hills, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and...Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues… more
- Compass Group, North America (Crowley Lake, CA)
- …and accountability + Develop and execute strategic plans that align with Levy and client goals + Monitor financial performance and implement cost controls + ... you will take charge of venue-wide operations, bringing Levy's standards of service , culinary excellence, and hospitality to life. You'll oversee teams, financials,… more
- EMCOR Group (Irvine, CA)
- …business functions. + Developing client proposals and estimates, including financial and technical solutions, using EMCOR Services , Mesa Energy Systems ... responsible for prospecting for new accounts, providing clients with product services and information, maintaining existing client relationships, developing… more
- Bank of America (Albany, CA)
- …of management experience including hiring, coaching and developing direct reports + Experience in financial services and knowledge of financial services ... Financial Center Manager - Berkeley area Berkeley, California;Albany,...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- BMO Financial Group (Los Angeles, CA)
- … financial planning, presentation skills, estate planning, wealth transfer, client management, etc.) + Leads/participates in the design, implementation, and ... Provides financial and investment planning and advice in collaboration...solution in the best interest of the customer. Determines client needs and provides solutions though the sales of… more