- Citigroup (San Francisco, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... other compliance norms . Partner with all roles on branch team to ensure all clients have a positive...Bilingual - Cantonese/Mandarin . Experience in a proactive, successful sales and service role in the financial services industry… more
- Anywhere Real Estate (San Diego County, CA)
- … Branch Leader Support + Support and collaborate with Branch Manager to maintain office promotional items, sales meetings, new agent orientations, office ... customer service support to our Coldwell Banker Real Estate branch offices, leaders, and agents. The RSS will work...issues + Database entry and updates - MLS, Transaction Manager + Systems review of Trident and Transaction … more
- PNC (Canyon Lake, CA)
- …clear communication skills, transaction handling and problem resolution processes. Assists the Branch Manager in performance management and new hire selection ... to the company's success. As a full-time Teller Lead within PNC's Retail Branch organization, you will coach Tellers on customer service skills and supervise… more
- BMO Financial Group (Covina, CA)
- …new business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Communicates effectively with sales management ... interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap… more
- Anywhere Real Estate (Pasadena, CA)
- …all marketing initiatives to the agents ** Branch Leader Support** + Support Branch Manager , as needed, with maintaining office promotional items, sales ... customer service support to our Coldwell Banker Real Estate branch offices, leaders, and agents. The RSS will work...franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40… more
- Bank of America (San Mateo, CA)
- …is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...the next stage of training. Located in a Merrill branch . **We'll help you:** + Get training and one-on-one… more
- Bank of America (Carlsbad, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... of training. This role is located in a Merrill branch . **We'll help you:** + Get training and one-on-one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Financial Partners Credit Union (Downey, CA)
- …goals. ESSENTIAL RESPONSIBILITIES: + Supports numerous databases including Profitstar, Budget Manager , Tableau, and Visible Equity. + Prepares weekly ALCO reports ... oversight of external liquidity stress testing. + Secondary marketing and loan sales , including pipeline hedge information and reporting, and execution analysis. +… more
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