- Bank of America (Napa, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... and financial skills. * Knowledge of banking products and services . * Strong computer skills including Microsoft applications and previous experience utilizing… more
- Bank of America (San Francisco, CA)
- …Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business ... Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification… more
- Columbia Bank (Auburn, CA)
- …assigned. **About You:** + High School Diploma or GED, required. + 1 year of Client Service Specialist (Teller) or other banking experience preferred. + ... for uncovering and originating consumer lending opportunities. + Provide excellent client service by providing immediate acknowledgement, identifying, and… more
- Bank of America (Los Angeles, CA)
- …needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client 's unique priorities * Presents potential ... loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities… more
- Citigroup (San Francisco, CA)
- …face-to-face customer service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + ... supporting the Branch Manager + Exhibits strong sales and service skills, presenting products and services while...on the bank floor to proactively identify and address client sales and service needs; appropriately convert… more
- Citigroup (Pleasant Hill, CA)
- …face-to-face customer service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + ... relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while...on the bank floor to proactively identify and address client sales and service needs; appropriately convert… more
- Citigroup (El Cajon, CA)
- …face-to-face customer service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + ... relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while...on the bank floor to proactively identify and address client sales and service needs; appropriately convert… more
- BMO Financial Group (Los Angeles, CA)
- …and structuring financial transactions. + Minimum of 15 years in financial services industry experience in a corporate lending environment with solid ... the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and… more
- BMO Financial Group (San Francisco, CA)
- …and structuring financial transactions. + Minimum of 15 years in financial services industry experience in a corporate lending environment with experience ... corporate/commercial lending, syndications. + Independently, easily able to analyze financial , business and industry information to determine appropriate capital… more
- BMO Financial Group (Palo Alto, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... Area. The RM will be responsible to drive new client acquisition and growth in market share in this...strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and… more