- 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
- Bank of America (Sonoma, CA)
- …environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or ... * Managing a portfolio of clients by providing exceptional client care with industry leading products, services , and education. * Robust marketing support to… more
- Bank of America (San Francisco, CA)
- …environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or ... * Managing a portfolio of clients by providing exceptional client care with industry leading products, services , and education. * Robust marketing support to… more
- BMO Financial Group (Lockeford, CA)
- …week. Bilingual in English and Spanish Language is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides ... by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration… more
- Banc of California (Murrieta, CA)
- …of supervisory/management experienced preferred. + 3 years of prior banking or financial services industry experience required. + 1-3 years of related work ... a broad range of loan and deposit products and services , with full- service branches throughout California and...training & guidance. At times may act as Team Manager during his/her absence. + Assists with escalated issues… more
- Bank of America (Hacienda Heights, CA)
- …and services . + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...At least three years' experience working in the financial service industry and/or a sales environment where… more
- BMO Financial Group (Covina, CA)
- …providing fee-based advice. + In-depth understanding of deposit and loan (including mortgage ) products and banking services . + Technical proficiency gained ... client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance,… more
- PNC (San Francisco, CA)
- …a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Coordinates relationship management activities with ... origination, financial analysis, negotiation and documentation of non-credit products and services . + Manages risk/return and drives quality for new and/or existing… more
- PNC (Irvine, CA)
- …Management., Decision Making and Critical Thinking, Effective Communications, Financial Services Industry , Managing Multiple Priorities, Sales Function, Selling. ... regular basis. Some responsibilities may be performed remotely, at manager 's discretion. In this position, you will consult with...to sell the full spectrum of AMG products and services , generally at client location and either self-initiated or… more
- Anywhere Real Estate (San Diego County, CA)
- …clear. We are reimagining the home buying and selling journey while leading the industry into the future. Coldwell Banker Realty has an exciting opportunity for you ... In this role, you will provide critical administrative, operational, and customer service support to our Coldwell Banker Real Estate branch offices, leaders, and… more
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