- 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
- Wells Fargo (Thousand Oaks, CA)
- …position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related ... seeking an CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more...financial fitness and criminal background standards. A current credit report will be used to assess your … more
- Financial Partners Credit Union (Brea, CA)
- #1622 Brea, CA, USA Pay Range $20.97 - $31.46 Position Type Full Time Job Description Financial Partner Credit Union, recognized as the Top Place to Work by the ... loan options, explaining features of all our products and services , opening accounts and referring members for financial... services + Educate members on all the services available to them. + Build multiple service… more
- Zions Bancorporation (Fremont, 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...promotions, salary recommendations and disciplinary action. + Provides suitable credit , deposit, or other banking services as… more
- Financial Partners Credit Union (Downey, CA)
- …combination of experience, knowledge, skills, and education as well as internal equity. Financial Partners Credit Union is an equal opportunity employer and ... The Loan Servicing Specialist is responsible servicing all loans including Consumer , Residential Real Estate and Commercial loans. Loan Servicing Specialist to… more
- US Bank (Torrance, CA)
- …Ten or more years of private wealth management experience in the financial services industry **Preferred Skills/Experience** + Strong relationship management and ... the technical aspects of Private Banking. This role supports credit -related functions, including the processing of consumer ... + Expert knowledge of private banking products and services , including credit processes + Strong networking… more
- Citigroup (Sacramento, CA)
- …for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in ... coordination with the broader Consumer Sales team. The overall objective is to utilize...build relationships with clients in order to recognize which financial products and services meet their needs.… more
- BMO Financial Group (San Francisco, CA)
- …or an equivalent combination of education and experience. + Strong experience with consumer / commercial credit applicable to retail and business financing ... loss) accountability to enable the sales force to effectively sell, fulfill, and service new and existing individual or portfolio of banking products and improve the… more
- Wells Fargo (Bellflower, CA)
- …Established network in the local market + Knowledge and understanding of financial services industry + Excellent verbal, written, and interpersonal communication ... needs and as needed, recommend an effective variety of financial products and services in order to...Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and… more
- Intuit (San Diego, CA)
- …a unified consumer profile across our offerings including TurboTax and Credit Karma, you will unlock our next chapter of personalized AI-powered experiences for ... **Overview** Intuit is the global financial technology platform that powers prosperity for the...development teams in designing optimal developer experiences and scalable services .* Establish frameworks for self- service and elevate… more