- Thrivent Financial (Lakewood, CA)
- …to be a part of the position or support needs on the sponsoring financial representative. + Demonstrated customer service orientation/experience, 2+ years ... Overview: Big Island So Cal Group is an independent financial services practice of Thrivent Financial...investment advice (eg conducting due diligence, etc.) + Obtain member/ customer financial and/or suitability information + Accepting… more
- PennyMac (Pasadena, CA)
- PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production ... Customer Experience Processing Specialist is an entry level customer service role, operating in a call...required. If no mortgage experience, 2+ years of direct customer contact in a financial industry high… more
- Wells Fargo (Bellflower, CA)
- …and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially + Develop exceptional ... Established network in the local market + Knowledge and understanding of financial services industry + Excellent verbal, written, and interpersonal communication… more
- PNC (Stockton, CA)
- …activities. Coaches to consultative selling to drive results and enable customer financial well-being. Has foundational understanding of balance sheet ... through consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making… more
- Banc of California (Encino, CA)
- …Operations and other business units. + Identify customer needs and refer financial products and services . + Treat people with respect; keep commitments; ... a broad range of loan and deposit products and services , with full- service branches throughout California and...positive team environment in Branch Banking by modeling excellent customer service , and coach Tellers by using… more
- Citigroup (Morgan Hill, CA)
- …lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and ... and grow our customers. + Refer customers who seek financial services other than lending solutions to...lending, including fair lending, privacy, and RESPA. + Demonstrated customer service skills + Self-motivated and able… more
- JPMorgan Chase (Rancho Palos Verdes, CA)
- …the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying ... financial technology and the most welcoming and friendly service , you will be front and center representing our...in Branch Operations Lead role Chase is a leading financial services firm, helping nearly half of… more
- PNC (Vista, CA)
- …successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying ... base through a variety of proactive sales and service activities. Manages the customer experience by...customer experience by identifying opportunities to improve the customer 's financial wellbeing. Collaborates with ecosystem partners… more
- PNC (Riverside, CA)
- …successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying ... Manages the customer experience by identifying opportunities to improve a customer 's financial wellbeing and create loyalty while increasing share of wallet.… more
- PNC (Fremont, CA)
- …Description** + Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. ... this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more