- BMO Financial Group (Newport Beach, CA)
- …with bank policies and procedures while maintaining an exceptional client service environment. + Performs financial analysis and calculations, assesses ... guidelines. + Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded....of relevant experience in credit or lending instruments or financial operations in a corporate or banking … more
- Comerica (San Mateo, CA)
- …University OR 4 years of relevant experience + 3 Years in Consumer/Business financial services sales experience + 1 Year experience with utilizing Microsoft ... in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into… more
- JPMorgan Chase (Ukiah, CA)
- …conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and ... and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting-edge financial technology and the most… more
- BMO Financial Group (San Francisco, CA)
- …opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers. + Ensures alignment between stakeholders. + ... services , products, and processes. + Fulfills sales and service activities for the customer in accordance with approved...recommendations. + Communicates goals, plans, and assignments to achieve financial and customer service goals. + Leads… more
- Umpqua Bank (Sacramento, CA)
- … service specialists are trained and competent in explaining all products and services offered. + Monitor sales and service goals. + Process and oversee ... Assistant Branch Manager Retail Banking Group Sacramento, California **Description** **About Us:** At...and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best… more
- American Express (Sacramento, CA)
- …is to become essential to American Express Members' lives by providing Everyday Banking products with unparalleled value, service , and convenience. Our Member ... together, you will help us define the future of American Express. The US Consumer Services Team is responsible for our suite of consumer products, services , and… more
- Banc of California (Westlake Village, CA)
- …and general banking skills. Bachelor's degree preferred. + 3+ years of retail banking experience in a financial services industry. + Intermediate math ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small,...a broad range of loan and deposit products and services , with full- service branches throughout California and… more
- JPMorgan Chase (West Hills, CA)
- …the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service . Your role at ... sincerity. + Ability to quickly and accurately learn products, services , and procedures. + Client service experience...pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of… more
- Banc of California (Santa Ana, 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
- Umpqua Bank (Sacramento, CA)
- …PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking , wealth and estate planning, and trust services to frame, ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...Estate planning and taxation. + Extensive knowledge of Umpqua Banking , Trust Services , Taxation planning, Asset Allocation… more