- Banc of California (Visalia, CA)
- …customer service. + Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. + Profiles customers while ... and retaining relationships and recognizing opportunities. They will serve as a hybrid Relationship Banker to ensure exceptional customer experience as well as… more
- Banc of California (Santa Monica, CA)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Customer Relationship Officers are primarily responsible for processing transactions ... accurately, efficiently, and in accordance with established policies and procedures. Customer Relationship Officers create a positive team environment in Branch… more
- Citigroup (San Francisco, CA)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... account opening process + Provide the highest level of customer service and teamwork to our clients + Possess...maintaining constant communication with the client + Partner with Know Your Client (KYC) Teams, the Account Opening division,… more
- Banc of California (Los Angeles, CA)
- …list as received and reviewed. + Confirms and coordinates insurance needs with customer , insurance brokers, Relationship Manager to ensure proper insurance is ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- City National Bank (Beverly Hills, CA)
- …to support existing and develop new treasury management clients. Coordinates customer /prospect calling activities with relationship managers and serves as ... *SALES OFFICER II - TREASURY MANAGEMENT* WHAT IS THE...new clients and the expansion of existing treasury management customer relationships. The incumbent will support business development activities… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Business Development Officer will be an officer of the...to accomplish annual deposit growth goals while providing outstanding customer service to client base. + Lead face-to-face meetings… more
- Banc of California (Santa Ana, CA)
- …business, or equivalent work experience required. + Experience in complying with Know Your Customer / Customer Identification Programs **SALARY RANGE** The ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...to both internal and external clients. The Client Banking Officer (CBO) - Community Banking Support role is dedicated… more
- Citigroup (San Mateo, CA)
- …govern consumer lending, including fair lending, privacy, and RESPA. + Demonstrated customer service skills + Strong relationship development and management ... The Mortgage Lending Officer role is a developing professional role. This...leading global financial services company, has some 200 million customer accounts and does business in more than 160… more
- Banc of California (Beverly Hills, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... of the bank by prospecting and developing new client relationships. Leverages customer leads and other lead generating techniques to identify new prospects and… more
- Bank of America (Newport Beach, CA)
- Treasury Sales Officer Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Treasury-Sales- Officer \_25042157) **Job Description:** At Bank of America, we are… more