- Columbia Bank (Los Angeles, CA)
- …the customer based on the information provided. + Ensure exceptional customer service by maintaining thorough knowledge of lending programs, policies, ... serve as recurring sources of referrals for new mortgage lending opportunities and growth for the bank that are...tuition assistance, mental health resources, identity theft protection, legal support , auto and home insurance , pet … more
- Wells Fargo (Escondido, CA)
- …Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending . For additional information on this line ... to understand their needs and provide them with high quality customer service ; inform prospective and existing customers of Wells Fargo Home Mortgage programs;… more
- Banc of California (Menlo Park, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... value for Banc of California by leveraging the Bank's services and products to deepen relationships through expertise in...service offerings, coordinating with all Banc of California support groups to deliver an outstanding client experience. +… more
- Banc of California (Pasadena, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... supporting organizations that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California, our success… more
- JPMorgan Chase (Santa Ana, CA)
- …banking solutions and cutting-edge financial technology combined with friendly and attentive service . You will take a lead role in acquiring, managing, and retaining ... clients first and exceed their expectations - deliver attentive and friendly service , creating a welcoming environment. + Manage assigned clients and proactively… more
- JPMorgan Chase (San Francisco, CA)
- …latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as ... and exceed their expectations - deliver attentive and friendly service , creating a welcoming environment. Share the value of...an advice-based approach to recommend the best products and services for their financial needs. + Engage in clear,… more
- Wells Fargo (Irvine, CA)
- … service a routine and low complexity affluent client relationship portfolio in lending , credit, and deposit products and services + Review and analyze client ... Exceptions (TE) + Experience working with Affluent client relationship portfolio, in lending , credit and deposit products and services + Experience reviewing… more
- US Bank (Newport Beach, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... Relationship Manager(s) to successfully manage ICG Credit PM 3 - Professional Services and Contractors credit account relationships. Grows revenue as directed by… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …comprehensive range of services , including investment advisory, retirement planning, lending strategies, and customized family office support . The team ... understanding client preferences, anticipating needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and… more
- Banc of California (Anaheim, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... supporting organizations that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California, our success… more