- Citigroup (West Hollywood, CA)
 - …proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book ... (SME) on Deposit, Credit, and Cash Management products and support their assigned area branches end to end. **Responsibilities**...Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch… more
 
- Columbia Bank (Napa, CA)
 - …for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because ... at all times. Responsible for satisfactory audits. + Monitor sales and service goals and coach other team members...preferred. + 1 year of consumer and small business lending origination experience preferred. + Customer service background in… more
 
- City National Bank (Beverly Hills, CA)
 - …program.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...quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers… more
 
- JPMorgan Chase (Irvine, CA)
 - …Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client ... from start to finish and completing servicing requests as needed. + Support Relationship Managers in deepening client relationships by taking client inquiry calls,… more
 
- BMO Financial Group (Union City, CA)
 - …product experts and process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you ... focuses on providing you with all the tools and support necessary for your success. + Work with your...deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships; acts as… more
 
- JPMorgan Chase (San Francisco, CA)
 - …. They provide centralized, high-touch service to offer best-in-class banking, lending , investment solutions, and thought leadership. Your role requires strategic ... the financial needs of affluent clients. Additionally, you'll need expertise in Sales and Practice Management to ensure dynamic and consistent performance at both… more
 
- Wells Fargo (Elk Grove, CA)
 - …solutions and services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with peers in Business ... Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet...customers + Knowledge and understanding of financial services consumer lending products + Ability to interact with integrity and… more
 
- Carrington (Anaheim, CA)
 - …+ Experience working in a paperless environment preferred. **Our Company:** Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. ... flags and clear inconsistencies. + Reviews and evaluates credit information on mortgage loan documents to determine acceptability for specific loan programs. +… more
 
- City National Bank (Los Angeles, CA)
 - …locations. 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...trust, and brokerage services. * Minimum 10 years of sales and relationship management experience in financial services preferably… more
 
- LTD Global (Livermore, CA)
 - …a full range of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through ... relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position… more
 
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