- Bank of America (Mill Valley, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration...+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset… more
- Umpqua Bank (Encino, CA)
- …manner. + Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller's expectations. Handle ... call resolution achieving established service standards. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job… more
- Bank of America (San Jose, CA)
- …specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial ... make an impact in the communities we serve. At Bank of America, you can build a successful career...+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset… more
- Bank of America (Los Angeles, CA)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Treasury-Sales-Client-Officer\_25032250) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...regular client interaction + Manage client escalations and keep internal team informed + Protect and grow revenue **Job… more
- US Bank (Thousand Oaks, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- City National Bank (Los Angeles, CA)
- …Responsible for performing a variety of tasks related to ensuring the Bank 's compliance under the Community Reinvestment Act. in this role, responsibilities will ... credit and program needs and develop programs to meet those needs within the Bank 's assessment areas. Will also assist in the evaluation and processing of donation… more
- Umpqua Bank (Walnut Creek, CA)
- …Client Service Specialists (Teller) play a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Float Manager, various ... transactions are performed accurately, ethically, and in compliance with Umpqua Bank procedures and banking regulations. The CSS-Float role is also responsible… more
- Bank of America (Concord, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westerville/Sr-Credit-Products-Officer--Business-Banking\_25028820) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...management based on credit approval grid and drives the internal credit approval process, which includes assistance with loan… more
- Bank of America (Lafayette, CA)
- …Lafayette-Financial-Center\_25032022) **Job Description:** At Bank of America, we are ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with… more
- Bank of America (Brentwood, CA)
- …specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset… more