- Banc of California (Encino, CA)
- …meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and ... employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Financial Services Officer is responsible for opening new accounts and… more
- Banc of California (Brea, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Financial Services Manager is an exempt position and will manage all ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small,...facets of the new accounts area, including the Financial Services Officers, in a branch that… more
- IBM (San Jose, CA)
- …and professional experience** * Understanding of competitive landscape * Financial Services industry expertise ( Banking & Insurance ) * Demonstrated ... work that will compel our clients to invest in IBM's products and services . **Your role and responsibilities** As a Brand Technical Specialist, you'll work closely… more
- Amazon (Irvine, CA)
- …audiences - Work experience in any of the following industries: financial services ( banking , capital markets, payments, insurance , or other segments), ... Description The Amazon Web Services Professional Services (ProServe) team is...with employees, supervisors, and staff to ensure exceptional customer service ; and follow all federal, state, and local laws… more
- BMO Financial Group (Santa Monica, CA)
- …+ In-depth understanding of deposit and loan (including mortgage) products and banking services . + Technical proficiency gained through education and/or business ... Provides financial and investment planning and advice in collaboration...collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.… more
- DoorDash (San Francisco, CA)
- …team within New Verticals is focused on incubating our next set of bets, with Financial Products and Services being one of our top priorities. About the Role ... You will own building out consumer financial products strategy across our platform. You will be...You've succeeded in high-performing cultures (tech, operations, strategy, consulting, banking , or a related experience). + Experience in fintech… more
- JPMorgan Chase (San Francisco, CA)
- …conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and ... Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all...to make a real difference by introducing clients to self- service options that simplify their banking experience… more
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest ... client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance… more
- Bank of America (Monterey, CA)
- …& 65 in lieu of 66) licenses.** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking , as well as Investment and Life… more
- City National Bank (Los Angeles, CA)
- …of business partners. * May possesses a BA or equivalent 8 years of experience in financial services or an MBA and 3-5 years of experience. * May possess CFP, ... assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more