- Citizens (Los Angeles, CA)
- …proactively partner with coverage, product and portfolio teams in the areas of customer selection and creation of protective, balanced credit structures with a focus ... on maintaining portfolio quality and protecting the Bank 's balance sheet. + Review, approve, decline or recommend...Why Work for Us At Citizens, you'll find a customer -centric culture built around helping our customers and giving… more
- Intuit (San Diego, CA)
- …advisory for newly created products and work to get them approved by our bank partner while contributing to the enhancement of our compliance processes and systems. ... practices, and meet the regulatory requirements imposed upon us through our bank partner and/or State/Federal Regulators. If you are passionate about innovation,… more
- Wells Fargo (San Carlos, CA)
- …customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs ... Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs + Participate in delivery of exceptional customer experience… more
- Navy Federal Credit Union (San Diego, CA)
- …Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction + Execute first call ... to challenging and/or sensitive situations using appropriate and tactful customer service communications + Review client account(s) and activities, assess… more
- Wells Fargo (Livermore, CA)
- …customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs ... **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing… more
- Wells Fargo (Victorville, CA)
- …customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs ... **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing… more
- Robert Half Finance & Accounting (Marina Del Rey, CA)
- …The successful candidate will be expected to process and maintain accurate customer credit records, among other responsibilities. Please email resume to Eric Herndon ... day-to-day operations of the Accounting Department * Maintain accurate records of customer credit applications * Prepare and reconcile financial statements * Handle… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...to prescribed authority limits. + Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment… more
- JPMorgan Chase (Irvine, CA)
- Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You've found the right team. Join us to be the centralized ... will build lasting relationships with our early-stage Startup Commercial Bank clients. As a Client Success Officer within our...clients. As a Client Success Officer within our Commercial Bank Startup Banking, you will leverage your deep treasury… more
- JPMorgan Chase (Simi Valley, CA)
- …taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications,… more