- Spanish Peaks Mountain Club (Newport Beach, CA)
- …knowledge of member rules and processes. + Act as liaison between Membership Sales , the Club, and members to ensure seamless communication related to member handover ... protocols. + Full and unrestricted member sales support including providing VIP services for perspective members,...[k] retirement plan with company matching, fully vested, and loan option + Banking and Investing Program offers preferred… more
- PNC (Los Angeles, CA)
- …master PNC's product set to excel in analytics, credit, relationship management, sales and financial modeling. Geographic flexibility is important to your success in ... applying knowledge learned to drive business results (eg, deal, sales , or process support, internal or external customer interaction,...79 and 63 within 180 days of employment. DCM ( Loan Syndications & Equipment Finance) - SIE, Series 79,… more
- US Bank (Temecula, 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 (Lompoc, 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 (Rocklin, 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
- US Bank (Santa Clarita, CA)
- …customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each ... accounts, and opening and/or closing the branch. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act… 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 ... + Administrative Services + Customer Experience Improvement + Project Management + Sales Performance Management + Strategy Planning and Development + Business Acumen… more
- Bank of America (Anaheim, CA)
- …reports + Experience in the following industries: Consumer banking/financial services, mortgage , retail and/or hospitality + Bachelor's Degree in related field + ... Management + Recruiting + Result Orientation + Risk Management + Sales Performance Management + Inclusive Leadership + Leadership Development + Prioritization… 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 ... + Responsible for communicating with internal and external entities, members of the sales team and other risk units. + Responsible for submitting Requests for… more
- Bank of America (San Francisco, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior… more