- JPMorgan Chase (Petaluma, CA)
- …procedures. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
- Banc of California (Santa Ana, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... + Performs customer setups; prepares contracts and maintains customer files; tracks sales records, monitors product usage and systems authority. + Resolves problems… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …Primary duties of this unique opportunity are as follows: DUTIES: + Process mortgage and consumer loan applications, prepare documentation as appropriate and ... Personal Banker, you will be assisting members with various loan options, explaining features of all our products and...Degree preferred. + Minimum 6 months of related platform sales experience or financial experience. + Good verbal and… more
- JPMorgan Chase (Arroyo Grande, CA)
- …1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
- US Bank (Marina Del Rey, CA)
- …to candidates with [3 years to 5 years minimum experience in customer service and sales ]. The successful candidate will be hired for the level of the position that ... customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each… more
- Bank of America (Los Angeles, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite...relevant team members to support the coordination of all sales and service activities. They work with the Financial… more
- US Bank (Inglewood, CA)
- …customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each ... explore what's possible with a career at US Bank. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act of… more
- US Bank (Simi Valley, CA)
- …and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's ... our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act… more
- US Bank (Roseville, CA)
- …customer and account information, educating clients on available deposit and loan products and services, and recommending solutions based on each customer's ... representatives in partnership with wealth management teams. No direct investment sales are made by the Premier Client Relationship Consultant. Premier Client… more
- Bank of America (San Jose, CA)
- …knowledge of financial services industry, products and solutions. * Experience in mortgage , retail or hospitality. * Experience working in an environment with ... * Customer and Client Focus * Talent Development * Risk Management * Sales Performance Management * Business Operations Management * Recruiting * Result Orientation… more