- Hendrick Automotive Company (Murrieta, CA)
- …gross production of financial services ' goals and objectives. + Reviews customer credit applications. + Presents extended service contracts and other owner ... the sale of finance and insurance programs to customers. The Financial Services Producer works with lenders and financial institutions to provide financial … more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …1-3+ years of experience in client service or operations within financial services (RIA, broker-dealer, custodian, or bank ) + Strong communication skills and ... Description Client Service Associate Location: Walnut...accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you… more
- SMBC (Los Angeles, CA)
- …SMBC offers a competitive portfolio of benefits to its employees. **Role Description ** Responsible for answering and addressing customer inquiries related to ... history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer...from customers for record-keeping purposes. Work with our partner bank to set up service products. Provide… more
- Comerica (San Francisco, CA)
- …as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new ... introducing new and existing customers to Comerica's product and services , addressing customer questions, eg, how-to use...college credits OR HS Diploma/GED AND 3 years of customer service experience + 1 Year of… more
- Comerica (Tustin, CA)
- …needed. + Must successfully complete Comerica Platform Training Program. + Provide remarkable customer service through all customer interaction, opening new ... introducing new and existing customers to Comerica's product and services , addressing customer questions, eg, how-to use...college credits OR HS Diploma/GED AND 3 years of customer service experience + 1 Year of… more
- SMBC (Los Angeles, CA)
- …to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing ... mission to be the ' bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional… more
- Banc of California (Santa Ana, CA)
- …daily balancing, monthly certifications, and other miscellaneous assignments. Provide superior customer services and/or assistance to bank personnel ... a broad range of loan and deposit products and services , with full- service branches throughout California and...anticipated wire volume. + Assures high quality and friendly customer service . + Develops effective relationships across… more
- Comerica (Scotts Valley, CA)
- …and refer customers to the platform through routine interactionsProvide remarkable customer service through all customer interactions, problem ... during and at the end of their shift. Maintains customer confidence and protects bank operations by...year of college + 1 year of experience in customer service + 1 year of experience… more
- Banc of California (Camarillo, CA)
- …and environmental reports as well as preliminary title reports. + Provides effective customer service and assists in resolving problems within given authority. + ... a broad range of loan and deposit products and services , with full- service branches throughout California and...and Community Reinvestment Act (CRA). + Intermediate knowledge of bank products and services including Bank… more
- Comerica (San Mateo, CA)
- … Experience and Partnership Activities Proactively seeks to learn about new products, services , technologies, and customer service tactics. Enhance the ... referral processes by following best practices.Position ResponsibilitiesCustomer Relationship Activities Service , execute and impact the customer relationship… more