- Cushman & Wakefield (Irvine, CA)
- …coordination with the account planning process, develop an overall vision for to increase client value and C&W service delivery and revenue growth across ... within respective territory. + Set and measure operational and financial goals for client accounts within respective...approach with all account team members on behalf of client . + Ensure that fixed compensation services … more
- Bank of America (Irvine, CA)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... disciplinary action up to and including termination. **Responsibilities:** + Provides quality client service and effective operations support by resolving … more
- Citigroup (Walnut Creek, CA)
- …policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on ... demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70%...service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help… more
- Bank of America (Marina Del Rey, CA)
- …to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Bank of America (Fullerton, CA)
- …to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Bank of America (La Palma, CA)
- …extended hours as needed * Bilingual Spanish Required **Desired Qualifications:** * Experience in financial services and knowledge of financial services ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Bank of America (Los Angeles, CA)
- …needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client 's unique priorities * Presents potential ... up to and including termination. **Responsibilities:** * Provides specialized and personalized service offering advice and guidance to financial center clients… more
- BMO Financial Group (San Francisco, CA)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... portfolios. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical...client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +… more
- Towne Park (San Francisco, CA)
- …service standards are met or exceeded. Under the direction of the Account Manager , the Guest Service Captain has additional duties involving coordination and ... rewarding in more ways than one. As a hospitality services company, our commitment is to create smiles by...as well as providing troubleshooting and/or guidance when the manager is not on-site. The Guest Service … more
- Banc of California (Camarillo, CA)
- …**WHAT YOU'LL BRING** + 3-5 years of experience in the banking and/or financial services industry required. + Bachelor's Degree and/or relevant work experience ... a broad range of loan and deposit products and services , with full- service branches throughout California and...Intent for Borrower execution. + Interface with the prospective client , if directed, to collect all necessary financial… more