• Banking Specialist

    EverBank (San Francisco, CA)
    ** Banking Specialist : This position will support Sterling Bank & Trust a division of EverBank, NA** The Banking Specialist promotes the organization's ... services experience. + Previous teller and cash handling experience. + Strong customer service and multi-tasking skill. + Operational and universal knowledge… more
    EverBank (08/21/25)
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  • Senior Wealth Banking Specialist

    Wells Fargo (Corte Madera, CA)
    …with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment Management in Banking , ... the best practices + Proactively coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure...and Technical Exceptions (TE) + Ability to provide strong customer service while balancing the needs of… more
    Wells Fargo (09/07/25)
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  • Wealth Banking Specialist (Safe)

    Wells Fargo (Beverly Hills, CA)
    …It all begins with you. **About this role:** Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking , Lending ... less tenured staff by providing guidance on products and banking processes + This SAFE position has customer...and conflict resolution skills + Ability to provide strong customer service while balancing the needs of… more
    Wells Fargo (09/07/25)
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  • Business Banking Treasury Management…

    PNC (Los Angeles, CA)
    …to contribute to the company's success. As a Treasury Management Activations Specialist within PNC's Small Business organization, you will be based anywhere in ... to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish...upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices… more
    PNC (09/06/25)
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  • Hybrid Bilingual Customer Service

    Carrington (Anaheim, CA)
    **Come join our amazing team and work a hybrid schedule!** The Customer Service Specialist I will be responsible for providing excellent customer ... procedures, all US state and federal laws and regulations, wherein the company operates. The Customer Service Specialist I level is the entry level role in… more
    Carrington (09/04/25)
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  • Client Service Specialist

    Columbia Bank (Templeton, CA)
    Client Service Specialist Retail Banking ...Diploma or GED, required. + 1 year of previous banking or customer service experience, ... and Assistant Branch Manager, the Client Service Specialist role's primary responsibility is to ensure banking...and stays current on changes. + Discuss and uncover customer 's financial needs to identify and offer appropriate products… more
    Columbia Bank (09/04/25)
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  • Business Banking Market President

    BMO Financial Group (San Diego, CA)
    …objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and ... retention and acquisition objectives. + Probes to understand customer personal banking and credit card needs...Communicates goals, plans, and assignments to achieve financial and customer service goals. + Leads the implementation… more
    BMO Financial Group (08/21/25)
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  • Relationship Manager Business Banking II

    City National Bank (Westlake Village, CA)
    Banking and other divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an ... *RELATIONSHIP MANAGER BUSINESS BANKING II* *Oxnard Branch or Westlake Village Branch*...of product solutions to client needs. Provides responsive quality service . Approves transactions within delegated authority. Manages overall relationship… more
    City National Bank (08/07/25)
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  • Client Service Specialist I

    Columbia Bank (Palm Desert, CA)
    Client Service Specialist I Retail Banking...+ High School Diploma or GED, required. + 2yearsofprevious banking or customer service experience, ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...first point of contact for most clients, the Client Service Specialist (Teller)play a key role in delivering… more
    Columbia Bank (09/06/25)
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  • Client Service Specialist I

    Columbia Bank (Lakeport, CA)
    Client Service Specialist I Retail Banking Group Lakeport, California **Description** **About Us:** At Columbia, we create a great place to work by offering ... the Role:** As the first point of contact for most clients, the Client Service Specialist (Teller)playsa key role in delivering on the bank's Breakthrough Client … more
    Columbia Bank (09/04/25)
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