- San Francisco Federal Credit Union (San Francisco, CA)
- Who Are We? San Francisco Federal Credit Union is a reputable financial institution dedicated to providing excellent services and support to our members. With a ... integrity and innovation, we strive to meet the diverse financial needs of our community. With an "A" health...related transactions for risk, assist with online and mobile banking as well as bill-pay services . The… more
- Fifth Third Bank, NA (Irvine, CA)
- …that all areas of account reconciliation/documentation, compliance (UCC's, Insurance , Financial Statements, Titles, etc.) and customer service are maintained ... Make banking a Fifth Third better(R) We connect great...workflow and performance of the team of collectors, customer service and collateral agents. + Monitors financial … more
- US Bank (Rohnert Park, CA)
- …outbound calling) and follow up, asking questions and learning about their financial needs, and banking channel preferences. Accurately completes teller ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...or equivalent - Typically has one year of related banking experience or commensurate training in sales and customer… more
- Banc of California (San Diego, CA)
- …proven ability to drive process improvements and deliver results in a dynamic financial services environment. Performs all duties in accordance with the ... 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
- 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 ... Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well… more
- Citigroup (Riverside, CA)
- …or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** ... etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Deloitte (San Francisco, CA)
- … financial services and products across an array of industries ( banking , asset management, hedge funds, insurance ) and how complex withholding tax rules ... for the financial industry. Responsibilities will include: + Providing advisory services to financial institutions on the areas of FATCA, CRS, Chapter… more
- US Bank (Los Angeles, CA)
- …skills- Effective customer service /relations skills- Considerable knowledge of banking products/ services , banking operations, and current market ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...work on the referrals we generate, the relationship and service teams who take care of the downstream customers,… more
- Zions Bancorporation (San Diego, CA)
- …environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...client relationships. + Provides suitable credit, deposit or other banking services as well as counsel and… more
- Zions Bancorporation (Tustin, CA)
- …environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...client relationships. + Provides suitable credit, deposit or other banking services as well as counsel and… more