- Banc of California (Irvine, CA)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and ... by providing a superior level of service with their financial transactions. Will also be responsible for quality control...new products and services to clients based on their financial goals; ability to service client needs to completion… more
- Truist (Los Angeles, CA)
- …Commercial, Municipal and Corporate clients in CCB, CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES provides a highly ... solutions available to institutional clients: public and private corporations, financial institutions, non-profits, and government entities. 2. Develop and maintain… 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, and ... Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community...plus. + Prior education or training in banking and/or financial services is a plus. + Bachelor's Degree and/or… more
- Charles Schwab (Sacramento, CA)
- …profitably grow, compete, and succeed in their business efforts. Seeking dynamic financial services sales professional with proven track record of success in ... least 5 years of proactive sales experience in the financial services industry + Must have at least 5...at least 5 years experience recruiting advisors in RIA sales/ financial services industry + Demonstrated ability to manage complicated… more
- Banc of California (Los Angeles, CA)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and ... of client services experience required. + 1-3 years of Banking or Financial Services experience required. + Experience in complying with Know Your Customer/Customer… more
- Spanish Peaks Mountain Club (San Diego, CA)
- …guest reception, guest services, reservations, and concierge; including profitable financial management and proactive strategic leadership. This role will contribute ... profit and flow-through enhancing strategies and programs + Reviewing daily financial and labor reports; providing suggestions for adjusting the operation as… more
- CBRE Government and Defense Services (Twentynine Palms, CA)
- …+ Familiarity with environmental, Health and Safety regulations and standards ** Financial Responsibilities:** + Determine if the role has authority over budget ... competitive benefits that can include but are not limited to medical, well-being, financial planning and short-term benefits. This description is not intended to be… more
- Huntington National Bank (Sacramento, CA)
- …credit and lending experience. Preferred Qualifications: + Understanding of Financial documentation from IRS documentation to personal client financial ... detail + Ability to translate a Cash flow analysis and communicate assessment to clients + Excellent communication, customer service, and interpersonal skills + Strong organizational skills with attention to detail Exempt Status: (Yes = not eligible for… more
- Citigroup (Los Angeles, CA)
- …marketing tools available to uncover opportunities, and present product offers/ financial solutions + Understand and comply with Citibank policies, standards ... and procedures + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations,… more
- Emanate Health (West Covina, CA)
- …code of ethics. **Stewardship.** We wisely care for the human, physical and financial resources entrusted to us. Emanate Health is an Equal Opportunity Employer and ... does not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment,… more