- JPMorgan Chase (Temecula, CA)
- …a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you ... diversity and inclusion + Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative,...of contacts + High degree of investment services and product acumen and keen interest in the financial markets… more
- BMO Financial Group (Santa Monica, CA)
- …managed products and providing fee-based advice. + In-depth understanding of deposit and loan (including mortgage) products and banking services. + Technical ... customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap… more
- Sacramento Credit Union (Sacramento, CA)
- …to the appropriate person/department. + *Mentor and train branch staff in loan and deposit products and services. + Assists with auditing New Account packets, ... BANKER) STATUS: NON-EXEMPT DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - $26.80 PER HOUR We...*Serves as a primary source of information on new deposit accounts, financial services, and loan products .… more
- Synchrony (Costa Mesa, CA)
- …well as critical client requirements. Work collaboratively with both the General Manager and partner organizations to drive incremental card usage. As portfolio ... skills (analytic and creative) with significant exposure to consumer facing programs/ products , experience with digital channels - online and mobile, experience in… more
- City National Bank (Los Angeles, CA)
- …proficiency with product utilization. With an emphasis on Treasury and Deposit products , * Develops new business through referrals and existing clients. ... Directs clients to appropriate area within the Bank or to a Relationship Manager . Maintains complete knowledge of all banking products and services including… more
- Chevron Corporation (Fremont, CA)
- …grow your career?** At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value ... policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately. + Preserve safety of self, fellow employees, and all others… more
- SMBC (Los Angeles, CA)
- …for answering and addressing customer inquiries related to SMBC's cash management products by email or phone. The position logs and monitors inquires, troubleshoots ... appropriate suggestions. If necessary, escalate the issues to GTDB Product area. Create daily logs in proprietary system for...Work with our partner bank to set up service products . Provide support to customers for troubleshooting to resolve… more
- US Bank (San Diego County, CA)
- …With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow ... The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: +… more
- Banc of California (Santa Ana, CA)
- …businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and ... with higher limits and at times, can approve/verify on behalf of the manager and stays within Operational Transactional Signing Authority. Can be cross trained and… more
- Wells Fargo (Pacific Palisades, CA)
- …. **In this role, you will:** + Participate in selling products to business customers including business deposit accounts, business ... product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate… more