- Umpqua Bank (Sacramento, CA)
- …independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is ... with a focus on the profitability of those relationships. This is a sales - and solutions-focused position. + Business development of current and new commercial… more
- Umpqua Bank (CA)
- …independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is ... underwriting, credit monitoring and portfolio management skills. Utilize existing financial /market information and Relationship Expansion Tool, to identify additional… more
- Umpqua Bank (Irvine, CA)
- …independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is ... the bank that are primarily self-generated. + Oversee the outside sales and origination of self-generated residential mortgages.Customarily and regularly involved in… more
- Robert Half Finance & Accounting (Salinas, CA)
- …Salinas, California. In this role, you will play a key part in managing financial records, ensuring accuracy in accounts, and supporting the company's financial ... Responsibilities: * Process and manage invoices, including warranty, freight, and sales tax invoices, using GP Dynamics and proprietary software. * Oversee… more
- Robert Half Office Team (Long Beach, CA)
- …coursework preferred. * At least three years of experience in customer service or sales , with two years in financial aid preferred. * Familiarity with Title ... in computer applications such as Word, Excel, and SharePoint. * Experience in promotional sales or student financial aid is highly desirable. * Ability to manage… more
- Robert Half Accountemps (Concord, CA)
- …accounting tasks, including month-end close processes. * Monitor production team reporting, sales targets, and goals to support financial planning. * Oversee ... experience with Accounts Payable (AP) and Accounts Receivable (AR). * Familiarity with sales tax regulations and financial statement preparation. * Experience in… more
- Sacramento Credit Union (Sacramento, CA)
- … financial services products and basic lending practices is desired. + Demonstrated sales ability in either a financial institution or retail store is highly ... TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) STATUS: NON-EXEMPT...current. + *Meets or exceeds established goals in product sales and service quality as assigned by the Branch… more
- HUB International (Sacramento, CA)
- …on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of ... mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of… more
- Wells Fargo (Newport Beach, CA)
- …+ Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial ... Wells Fargo + 3+ years of experience in business-to-business sales + Established network in the local market +...in the local market + Knowledge and understanding of financial services industry + Excellent verbal, written, and interpersonal… more
- Guardian Life (Sacramento, CA)
- …deployed to make a real difference to risk management and Guardian's overall financial performance. Successful candidates bring expertise in insurance and ... + Apply AI/ML to unstructured data sources such as insurance contracts, medical records, sales notes, and...million customers realize their dreams through a range of insurance and financial products and services. Our… more