- PNC (San Diego, CA)
- …your education with real-world job experience. Retail Banking provides deposit, lending , brokerage and insurance services and investment management and cash ... management products and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, a retail national expansion was launched designed to grow… more
- Citigroup (Loma Linda, CA)
- …+ Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + ... Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers + Deliver… more
- JPMorgan Chase (Irvine, CA)
- …and skills:** + Minimum 3+ years of experience in commercial real estate lending or 5+ years of other banking/finance experience. + Thorough understanding of ... multifamily real estate property valuations and cash flow analysis. + Strong financial analysis skills, including evaluating property cash flows, property valuation, and personal financial statements. + Demonstrated success in thriving within a fast-paced,… more
- Bank of America (Los Angeles, CA)
- …business knowledge and network by partnering with experts in small business, lending , and investments * Manages financial center traffic, appointments, and outbound ... calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. *… more
- EverBank (Irvine, CA)
- …in Banking, Financial Services, Financial Crimes Compliance and/or Commercial Lending **Educational Requirements** + University (Degree) Preferred **Role Specific ... Work Experience** + 3+ Years Required; 5+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work This position is Hybrid. Hybrid work requires working in the office 4 days per week with one flexible day to work remotely. **Career… more
- Wells Fargo (Pacific Palisades, CA)
- …to small business customers + Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products + Customer service focus with ... experience handling complex transactions across multiple systems + Experience building and maintaining effective relationships with customers and internal partners + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with… more
- Charles Schwab (Los Angeles, CA)
- …clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + ... Ability to adapt and implement change as the market and business conditions evolve + Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment… more
- Wells Fargo (San Diego, CA)
- …small business customers * Knowledge and understanding of financial services consumer lending products * Ability to interact with integrity and professionalism with ... customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others Job Expectations: * Ability to work a schedule that may include most Saturdays… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services. About the Firm ... Rooted in collaboration, innovation, and long-term client relationships, the firm fosters a culture of professional excellence and continuous learning. Technology is leveraged to enhance the client experience, and the team thrives in a supportive,… more
- Navy Federal Credit Union (Hawthorne, CA)
- …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 job, please apply using the system-generated… more