- San Francisco Federal Credit Union (San Francisco, CA)
- …with accurate information. Cross-sell and match the appropriate SFFedCU products and services to meet the member's financial needs. Obtain information from ... the Credit Union. He or she provides Uncommonly Good Service and deepens relationships with each and every member....member. The incumbent also provides a variety of transactional services over all delivery channels as well as provides… more
- US Bank (Pleasanton, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... - Typically at least one year of mortgage, sales, real estate, or banking experience - Ability to travel Preferred Skills/Experience - Well-developed sales ability -… more
- US Bank (Sacramento, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... equivalent - Minimum one year of mortgage, sales, real estate, or banking experience - Ability to travel Preferred Skills/Experience - Well-developed sales ability… more
- RELX INC (Sacramento, CA)
- …for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance ; and customers learn about ... partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of solutions focused...Teams' primary focus is to provide the highest quality service to support our clients. As the first point… more
- Anywhere Real Estate (San Francisco, CA)
- …Inc.** (NYSE: HOUS) is a global leader in residential real estate services , encompassing renowned brands like Coldwell Banker, Century 21, Sotheby's International ... this leader will bring a strong combination of strategic insight, financial rigor, and cross-functional collaboration to support growth across all segments… more
- Zions Bancorporation (Hacienda Heights, 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...desires and other information. + Obtains and review pertinent financial and credit data. + Responsible for assisting customers… more
- Citigroup (Los Angeles, CA)
- …years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage relationships both internal ... size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all… more
- Wellpath (Santa Rosa, CA)
- …life balance for team members and their family to support physical, mental, and financial wellbeing including: * DailyPay, receive your money as you earn it! * ... free counseling and health coaching * Company paid life insurance * Tax free Health Spending Accounts (HSA) *...program featuring fitness memberships and product discounts * Preferred banking partnership and discounted rates for home and auto… more
- RELX INC (Sacramento, CA)
- …for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance ; and customers learn about ... and non-technical stakeholders + Prior experience supporting regulated industries (eg, financial services , healthcare, crypto, telecom) a plus + Bachelor's… more
- Commerce Bank (Los Angeles, CA)
- …+ 7+ years new customer acquisition sales experience required, preferably within the banking / financial services field + Proven track record within the ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...purpose of this job is to sell card payment services to "C" level associates at targeted enterprise level… more