- City National Bank (Los Angeles, CA)
- …granted. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the ... "Nationwide Mortgage Licensing System and Registry"; or must be able...and procedures; determine sources and uses of funds; analyzes industry data, competitive factors, historical performance, projected results, risks,… more
- Wells Fargo (El Monte, CA)
- …(but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. **In this role you ... full range of Wells Fargo retail banking deposit and credit products and services , based on customers' needs + Analyze tactical business challenges related to full-… more
- Citigroup (San Francisco, CA)
- …Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and financial skills + Strong verbal and ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...team player able to work without direction + Securities Industry Essentials - SIE, Active Series 7, 66 (or… more
- Citigroup (Downey, CA)
- …Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and financial skills . Strong verbal and ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...team player able to work without direction . Securities Industry Essentials - SIE, Active Series 7, 66 (or… more
- Carrington (Anaheim, CA)
- …with tools such as SQL, or other professional database management system tools + Mortgage , finance or realty services industry experience preferred **Our ... remote from home!** **What you'll do:** Supporting the Project Manager , the Senior BSA will be responsible for engaging...versed in using MS Office suite, especially Excel + Mortgage servicing system (ie Fiserv, MSP, etc.) knowledge a… more
- Wells Fargo (Capitola, CA)
- …more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, ... the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies...customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers… more
- Wells Fargo (Ontario, CA)
- …(but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you ... full range of Wells Fargo retail banking deposit and credit products and services , based on customers' needs * Analyze tactical business challenges related to full-… more
- Bank of America (San Francisco, CA)
- …**Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to new ... + Managing a portfolio of clients by providing exceptional client care with industry leading products, services , and education. + Robust marketing support to… more
- Anywhere Real Estate (Sacramento, CA)
- …full- service offerings to prospective agents. Drives penetration of preferred services , including mortgage , title, home warranty, insurance and relocation to ... develops and retains highly productive branch managers. + **Talent manager ** : Ensures branch managers are set up for...to appreciate, support and effectively promote those values and services . + **Forward looking** ; great teammate: Assists in… more
- BMO Financial Group (Woodland, CA)
- Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ... banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending solutions, home… more