- Sacramento Credit Union (Sacramento, CA)
- TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) STATUS: NON-EXEMPT DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - $26.80 PER ... to customers and possesses excellent communication skills for our Financial Service Specialist III (Banker) position at our H-Street branch. An individual who… more
- BMO Financial Group (San Ramon, CA)
- …Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the US The ... & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & Risk Management + Operate as… more
- Bank of America (Orange, CA)
- …for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include ... Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is… more
- Columbia Bank (San Luis Obispo, CA)
- …The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other ... at all times. Responsible for satisfactory audits. + Monitor sales and service goals and coach other team members...to personal banking team to open new accounts, receive loan requests and gather credit-related information. + Manage, lead,… more
- City National Bank (Irvine, CA)
- …OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be ... credit quality standards and operational compliance requirements of the Bank. Monitors the loan documentation process and closes the loan . * Expands portfolio… more
- JPMorgan Chase (Los Angeles, CA)
- …you with the opportunity to take your career to the next level. As a Lending Specialist in the US Private Bank, you will work with our team to advise clients on ... ongoing dialogue with existing borrowing clients + Advise, negotiate and execute loan structures + Structure solutions to client financing needs within acceptable… more
- City National Bank (City Of Industry, CA)
- …to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan ... minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and...procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and… more
- Sacramento Credit Union (Folsom, CA)
- …Manager and assists with coaching branch staff to meet or exceed all sales and service objectives. This position requires knowledge of credit union/bank operations, ... * Proficiently performs all duties of a Financial Service Specialist I, II and III with minimal direction from...branch work is Qc'd daily, and new account and loan records are QC'd within established timelines. + *Demonstrates… more
- BMO Financial Group (San Ramon, CA)
- …network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators ... experienced in sales and in maintaining relationships. Continued growth of the...that inform corporate strategy. + Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring… more
- City National Bank (Beverly Hills, CA)
- …to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan ... minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and...procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and… more