• Regional Banker/Teller

    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 (09/04/25)
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  • Client Experience Associate

    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
    PNC (09/03/25)
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  • Senior Sales Associate

    Kestra Financial (Palo Alto, CA)
    …and rapport both in-person and via phone + Identify potential benefits and services to enhance customer 's financial relationships. + Contact new/existing ... clients' needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
    Kestra Financial (06/09/25)
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  • Mortgage Loan Officer

    PNC (Oakland, CA)
    …external stakeholders to complete mortgage transactions. + Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC ... sales calls. + Develops and prepares loan solutions and refers products and services ; reviews documentation to ensure compliance. Manages customer pipeline for… more
    PNC (08/09/25)
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  • Supervising Mortgage Loan Officer

    PNC (San Francisco, CA)
    …external stakeholders to complete mortgage transactions. + Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC ... Solutions, Documentations, Innovation, Mortgages, Sales **Competencies** Coaching Others, Customer Experience Management., Effective Communications, Financial Analysis,… more
    PNC (09/04/25)
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  • Commercial Relationship Manager - Healthcare

    Fifth Third Bank, NA (El Segundo, CA)
    …exceptions, matured loans). + Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine ... This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg… more
    Fifth Third Bank, NA (08/30/25)
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  • Senior Home Lending Advisor, Orange County

    JPMorgan Chase (Mission Viejo, CA)
    …can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. Chase is a leading financial services firm, helping nearly half of ... the branch team by providing training on products and services . + Works together with bankers, meets with their...analysis and expertise, product knowledge, and knowledge of the customer 's financial needs, goals, and circumstances. **Required… more
    JPMorgan Chase (09/06/25)
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  • Crop Advisor

    Simplot (Colusa, CA)
    …other enterprises related to agriculture. **Summary** This Simplot Grower Solutions role provides customer service to growers through the sale of crop nutrition, ... Maintain customer agronomic records, assist in establishing customer financial records and collaborate with the... financial records and collaborate with the Area Financial Services Manager in the establishment of… more
    Simplot (07/08/25)
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  • Financial Analyst 2

    Intuit (Mountain View, CA)
    …platform supports over 100 million customers in tackling their most significant financial challenges. Intuit Customer Success (ICS) and the Expert Network ... driving $4B+ in revenue with our TurboTax products and services . This finance role will be a key partner... growth, driving business growth and profitability through strategic financial and operational leadership. The individual will also be… more
    Intuit (08/08/25)
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  • Underwriting Account Service Associate…

    Zurich NA (San Francisco, CA)
    …Basic Qualifications: + Bachelor's degree and no prior experience in the Administrative, Customer Service , Financial Services , Risk Management, or ... Apprentice, including Associate Degree and no prior experience in the Administrative, Customer Service , Financial Services , Risk Management, or Insurance… more
    Zurich NA (09/05/25)
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