- Navy Federal Credit Union (Long Beach, CA)
- …Credit Union including depository accounts such as checking, savings, certificate IRA , revocable trust and estate accounts; Lending products; and credit/debit cards. ... be required to participate and complete specialized training (in Business Services, IRA , MLO, notary, etc.), per business need + Effective active listening skills… more
- Navy Federal Credit Union (Riverside, CA)
- …Credit Union including depository accounts such as checking, savings, certificates, IRA , revocable trust and estate accounts; Lending products; and credit/debit ... cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this… more
- Wells Fargo (San Francisco, CA)
- …trust services * Special needs trust services * Managed Individual Retirement Accounts ( IRA ) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary ... Specialist Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. + Administer a book of… more
- SMBC (Brea, CA)
- …appearance and demeanor. + Perform Department Callbacks and report reviews + IRA account processing + Review Reg CC Holds + Dormant Account Reactivations ... and Reporting + GL Certifications + Levies and Subpoenas + NSF Reporting + Complaints Management **JOB SPECIFICATIONS:** **Education:** Associate degree or equivalent banking related experience. **Experience:** + 2-3 years' general banking operations or… more
- Financial Partners Credit Union (Long Beach, CA)
- …for special promotions. + Open and close checking, savings, money market, CD's, IRA 's following credit union policies and procedures. + Identify and refer loan ... opportunities to PBO, Branch Manager or MLC. + Proactively identify opportunities to serve members further using the Mini-FiNap process. + Able to present features and benefits of CU deposit products and services and close the sale. + Educate members on… more
- Aerotek (Kingsburg, CA)
- …Work Here? We offer comprehensive benefits including medical and dental coverage, an IRA with a 3% company match, and company-sponsored life insurance. Enjoy paid ... vacation, flexible scheduling, and year-round work. Benefit from training programs and career advancement opportunities with potential for substantial raises. Our team members have the chance to travel, earn bonuses, and contribute to community-impacting… more
- Aerotek (Kingsburg, CA)
- …pricing strategies. Why Work Here? We offer a comprehensive benefits package including an IRA with a 3% match, dental, health, vision, and life insurance, paid time ... off, sick pay, and bonus potential. Join a company that values its employees and encourages growth within a supportive work environment. Work Environment This role is based in a construction environment, where you will engage with various site work projects… more
- Financial Partners Credit Union (Downey, CA)
- …Select Employer Groups. + Open and close checking, savings, money market, CD's, IRA 's following credit union policies and procedures. + Present and discuss features ... and benefits of all CU products and services + Educate members on all the services available to them. + Build multiple service profitable member relationships EDUCATION/EXPERIENCE: + Bachelor's Degree preferred. + Minimum 6 months of related platform sales… more
- Royal Electric (Long Beach, CA)
- …Benefits + Health Care Plan (Medical, Dental & Vision) + Retirement Plan (401k, IRA ) + Life Insurance (Basic, Voluntary & AD&D) + Paid Time Off (Vacation, Sick ... & Public Holidays) + Family Leave (Maternity, Paternity) + Short Term & Long Term Disability + Health + Health Care Plan (3 types of Medical plans, Discounted Dental & Orthodontist services for adults & children, Premium Vision Plan) + Retirement Plan… more
- US Physical Therapy (Hayward, CA)
- …including Medical, Dental, & Vision Insurance + Flex Spending Accounts + 401k/ROTH IRA with employer match + Company Sponsored Group Life Insurance, AD&D and ... Long-Term Disability + Professional Development Reimbursement + Accrued Paid Time Off, up to 120 hours in the first year + 7 Company Paid Holidays + 2 Floating Holidays of your choice + Employee Assistance Program (EAP) and Annual Calm.com subscription +… more
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