- Wells Fargo (San Francisco, CA)
- …well as interact directly with external customer + Manage allocation of people and financial resources for Merchant Services Sales + Mentor and guide talent ... Merchant Service sales opportunities + **Small Business Merchant** and Banking experience strongly desired + Partner with support channels to meet business… more
- US Bank (Costa Mesa, CA)
- …Proactively educates clients on emerging and self- service digital products and services to assist with meeting their financial needs. Leverages available ... meet customer's needs both reactively and proactively - Experience in the financial services industry preferred **Client Relationship Consultant 2** **Basic… more
- JPMorgan Chase (Los Angeles, CA)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net ... Community Banking division serves our Chase customers through a range of financial services , including personal banking , credit cards, mortgages, auto… more
- BMO Financial Group (Santa Cruz, CA)
- …study preferred, not required. + 7+ years of experience in a financial services organization with knowledge of banking products, services , pricing, and ... is to help mass affluent clientele make real financial progress by understanding and planning for what comes... insurance products. + Excellent knowledge of business services , including retirement plans, business banking solutions,… more
- Banc of California (San Diego, CA)
- …one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and ... holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of...a broad range of loan and deposit products and services , with full- service branches throughout California and… more
- Wells Fargo (Beverly Hills, CA)
- …& Investment Management (WIM) is one of the United States' leading providers of financial and investment services . We offer a full range of personalized wealth ... clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter...services based on client needs. These products and services include Deposits & Consumer Lending, Banking … more
- Banc of California (Los Angeles, CA)
- …one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and ... holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of...a broad range of loan and deposit products and services , with full- service branches throughout California and… more
- HCA Healthcare (San Jose, CA)
- …care coverage, moving assistance, pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) ... 3% to 9% of pay (based on years of service ) + Employee Stock Purchase Plan with 10% off...Abenity and Consumer Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education… more
- Robert Half Office Team (Torrance, CA)
- …experience in customer service , preferably within a call center or financial services environment. * Strong communication and interpersonal skills for ... skills, attention to detail, and a commitment to delivering exceptional service . Responsibilities: * Assist customers with routine banking transactions,… more
- BMO Financial Group (Stockton, CA)
- …with BMO. + As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide ... Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer...their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory… more