- Oracle (Redwood City, CA)
- …cohesive platform experience that connects AI Studio, Fusion AI, and OCI AI Services . Partner with engineering, design, and data science to prioritize features that ... and security. Convert advanced AI capabilities into clear user value-simplifying agent creation, context management, and runtime insights. Establish and track key… more
- Capital One (Sacramento, CA)
- …network + Internet service must be provided by Cable or Fiber Internet Service Providers (ISP) + Hotspots and satellite services are prohibited and do not ... stability Capital One reserves the right to ask the agent to upgrade internet service to ensure...At least 1 year of experience working in the Financial Industry + At least 1 year of experience… more
- BMO Financial Group (San Jose, CA)
- …field of study preferred, not required. + 7+ years of experience in a financial services organization with knowledge of banking products, services , pricing, ... is to help mass affluent clientele make real financial progress by understanding and planning for what comes...and Bank policies. + Excellent understanding of brokerage and insurance products. + Excellent knowledge of business services… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …adoption of online and mobile banking tools and enhancing member confidence in virtual financial services . * Act as a strategic advisor, conducting holistic ... CFS, CRCM, CFMP) preferred. * Minimum 5-7 years of progressive experience in banking, financial services , or digital sales, with a proven track record in… more
- Aegon Asset Management (CA)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life ... 7 ,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. *… more
- Navy Federal Credit Union (San Diego, CA)
- … services . Recommend appropriate mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered ... representative/advisor/ agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account… more
- Oracle (Sacramento, CA)
- …(GBU) Generative AI team is responsible for leading Generative AI and Agent needs of business applications serving variety of markets including Finance, Hospitality, ... and engineers to deliver high quality generative ai and agent features that delights our customers with the confidence...and translate the feedback into actionable items for individual service owners. + Design and build solutions and help… more
- Mastercard (San Francisco, CA)
- …and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title ... company in the payments industry, connecting billions of consumers, financial institutions, merchants, governments, and businesses worldwide. We are driving… 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
- H&R Block (Folsom, CA)
- …for the future, and informing clients about available H&R Block products and services that may assist with their financial objectives + Establish rapport ... Bachelor's degree in accounting or related field + CPA or Enrolled Agent certification + Experience completing complex returns (individual, trust, partnership) + 5+… more