- City National Bank (San Francisco, 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 ... they find the best loan products to meet their financial needs. Conduct client /prospect needs analysis and...Uses proactive, consultative sales skills and strategies to identify client needs, quantify service / product benefits… more
- Bank of America (Oakland, CA)
- …to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services ... Financial Center Assistant Manager Oakland, California **To proceed...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- US Bank (Walnut Creek, CA)
- …clients on available deposit and loan products and services , and recommending financial solutions based on each client 's unique goals and needs. US Bank ... and managing new and existing relationships with business clients and delivering financial expertise and client -centric solutions that build strong, long-term… more
- Bloomberg (San Francisco, CA)
- …- Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client Service Ref # 10044609 **Description & Requirements** Bloomberg is a ... employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we...have: * 3+ years of experience selling in the Financial Services Industry * Strong product knowledge… more
- BMO Financial Group (Sacramento, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... the customer. Determines client needs and provides solutions though the sales of...provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF… more
- Sodexo (San Francisco, CA)
- …innovation. The ideal candidate will have a strong background in corporate food service operations, financial acumen, and a passion for delivering exceptional ... and food delivery + Tracking and maintaining Sodexo systems, financial outcomes, and client satisfaction + Innovation...make a difference, quality and presentation of food, customer service + Have strong financial acumen, experience… more
- EverBank (San Francisco, CA)
- … services , recognizes sales opportunities, opens accounts, delivers exceptional client service , and makes appropriate introductions to team specialists ... understands client needs to offer the appropriate financial services and works with a wide...with basic requests related to opening new accounts, completing service requests, and submitting credit applications. + Participates as… more
- PNC (San Diego, CA)
- …to the company's success. As an Intern within PNC's Retail Organizational Financial Wellness organization, you will be based in locations throughout PNC's footprint. ... job experience. Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management products and services… more
- Sedgwick (Sacramento, CA)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Nurse Allocator Medicare **PRIMARY PURPOSE OF THE ... standards. + Determine the outcome of involvement to include efficacy of response, financial , and client satisfaction. + Maintains accurate record of management… more
- Grant Thornton (San Francisco, CA)
- …to help you excel. You'll collaborate with other teammates and provide high quality client service because together is how we succeed. From day one, you'll ... interest rage models), and real options for your Complex Financial Instruments team within the CFO Advisory Services...recruitment activities for your team + Working at a client site, with your team in the office or… more