- City National Bank (Beverly Hills, CA)
- …the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.Must be in good standing ... under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in… more
- City National Bank (Santa Monica, CA)
- …the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.Preferred to be in good ... standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- BMO Financial Group (Los Angeles, CA)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... act as lead relationship manager. + Supports the sales process and client experience , identifying gaps, issues and best practices. + Ensures timely resolution of all… more
- Bank of America (San Francisco, CA)
- …existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles of Business Development, ... product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works… more
- Citigroup (Inglewood, CA)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... foster teamwork in the branch to ensure a positive overall customer experience . + Effectively executes all service transactions (eg deposits, payments, address… more
- Bank of America (Beverly Hills, CA)
- …experience performing specialist /analyst level responsibilities or equivalent industry experience **Skills** : + Administrative Services + Customer ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more