- Banc of California (Westlake Village, CA)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, ... resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Financial Services Officer is responsible for opening new accounts and performing… more
- Edward Jones (San Ramon, CA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the ... see them coming a mile away. You and your financial advisor are essential in working together to help...Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends… more
- Atria Wealth Solutions (Dublin, CA)
- …advocate. As one team, we are all committed to delivering service, empowering financial literacy , creating products, and providing new technology for our ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...penetration and quality service. They will assist, coach and mentor the team to develop personal plans and hold… more
- Intuit (Mountain View, CA)
- …in need. We are also equipping the next generation with the power of financial literacy and entrepreneurial skills through our Intuit for Education program, ... more money in their pockets, save time, and make financial decisions with confidence. It all started with a...high-performing team of program managers and creative producers. + Mentor and coach your individual team members on their… more
- Banc of California (Santa Ana, CA)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, ... be critical in overseeing the bank's general accounting team, ensuring financial accuracy, compliance, and process efficiency. This position involves daily… more
- Cushman & Wakefield (Los Angeles, CA)
- …and maintenance of effective relationships with key client contacts * Develop financial plans and specific goals for cost control/reduction and ensure that these ... development process, capital planning, cash flow management and production of monthly financial reports to ensure accuracy and completeness and confirm that all… more
- CVS Health (Redlands, CA)
- …Do:** + Oversee the safe, accurate dispensing of medications + Guide and mentor pharmacy support staff, sharing your expertise and coaching for quality + Review ... and team meetings + Support new hires as a mentor and role model + Join our On-Call pharmacist...choose the best course of action + Advanced digital literacy + Possession and maintenance of additional out-of-state licenses… more
- US Bank (Santa Clara, CA)
- …programs, products, services and technology platforms. Teaches digital fluency and financial literacy to team members and customers. Embraces opportunities ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...laws and regulations. This role will regularly coach, develop, mentor and train team members and exercise discretion with… more
- US Bank (West Hollywood, CA)
- …programs, products, services and technology platforms. Teaches digital fluency and financial literacy to team members and customers. Embraces opportunities ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...laws and regulations. This role will regularly coach, develop, mentor and train team members and exercise discretion with… more
- Banc of California (Santa Ana, CA)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, ... detailed reports for senior leadership, including KRI and KPI. + Act as a mentor , advisory, and escalation point for team members and stakeholders. + Treat people… more