- BMO Financial Group (Hayward, CA)
- …banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking , retail investments, lending solutions, ... Delivers exceptional service to BMO customers and prospects. Identifies customer...to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging… more
- City National Bank (Los Angeles, CA)
- …maintain adequate operations procedures and systems for the Capital Market Operations within Business & Investment Services (B&IS). This function covers ... to provide support to the Capital Market Front office. Banking and Investment Services plays...control reports * Partner with Front Office to meet business objectives, maximize productivity, quality, customer service /satisfaction… more
- Thrivent Financial (San Francisco, CA)
- …Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts + Position products, services , and ... Organization/ Business Overview: San Francisco Peninsula Group, an established...for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately… more
- Bank of America (Los Angeles, CA)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- Bank of America (Irvine, CA)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...training for team members **Skills:** + Account Management + Business Acumen + Customer Service Management +… more
- Umpqua Bank (Sacramento, CA)
- …planning and taxation. + Extensive knowledge of Umpqua Banking , Trust Services , Taxation planning, Asset Allocation concepts and Investment related products ... PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking , wealth and estate planning, and trust services to frame,… more
- Wells Fargo (Los Angeles, CA)
- …Fargo is seeking talent to join the 2026 Markets Summer Internship in Corporate and Investment Banking . Learn more about the career areas and lines of ... business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **Markets Overview** The Markets team...build a long-term relationship with Wells Fargo Corporate & Investment Banking + Supporting senior sales representatives… more
- Thrivent Financial (Lakewood, CA)
- …Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable ... Organization/ Business Overview: Big Island So Cal Group is...prospective and current members/customers on suitable financial products and investment advisory services + Open and complete… more
- SMBC (Los Angeles, CA)
- …of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. ... history, SMBC Group offers a diverse range of financial services , including banking , leasing, securities, credit cards,...Head. **Role Objectives** + Provide a high level of service to JDAD customers and maintain customer information in… more
- Zions Bancorporation (Los Angeles, CA)
- …our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business , and that to be successful, we must ... work with an experienced team dedicated to providing excellent service to their clients and business partners....service , accrued interest, etc. + Prepare and settle investment trades. + Generate internal reports and complete audit… more