- PNC (Walnut Creek, CA)
- …business. Current knowledge of local market and centers of influence strongly preferred . **Job Description** + Leads or supports client management activities with ... required certifications/licensures needed to be successful in this position. ** Preferred Skills** Book Of Business, Client Relationship Building, Customer… more
- PNC (Temecula, CA)
- …retail organization, you will be based in Temecula, CA. **Spanish preferred ** **Job Description** + Manages the customer experience by identifying opportunities ... required certifications/licensures needed to be successful in this position. ** Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX),… more
- Carrington (Aliso Viejo, CA)
- …High school diploma or equivalent work experience, bachelor's degree in computer sciences preferred + Four (4) or more years of experience in the information ... - MS SQL. + Strong working knowledge of integrating applications using APIs is preferred . + Experience with Microsoft BI applications (SSRS, SSAS, Power BI) is … more
- PNC (CA)
- …will have the following qualifications: - Client service and banking experience preferred (minimum 2+ years). - Strong customer service skills (minimum 3+ years) ... required certifications/licensures needed to be successful in this position. ** Preferred Skills** Accountability, Customer Complaint Resolution, Customer-Support, Data Entry,… more
- PNC (Stockton, CA)
- …Retail organization, you will be based in Stockton, CA. Bilingual Spanish preferred . **Job Description** + Delivers a unique customer experience aimed at improving ... required certifications/licensures needed to be successful in this position. ** Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer… more
- PNC (Irvine, CA)
- …solutions. Prospects include nonprofits, corporations and both DB and 401(k) plans. Preferred skills/experience: * Proven track record of winning new business from ... required certifications/licensures needed to be successful in this position. ** Preferred Skills** Account Management, Asset Allocation, Capital Management, Credit… more
- Anywhere Real Estate (Novato, CA)
- …in office branch support experience + 1 or more years customer service experience preferred ; Prior Real Estate office experience preferred . + Strong written and ... brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …business. Make referrals to CUSO for financial planning, investments, insurance and mortgage loan products. Take advantage of all opportunities to complete the ... training; or equivalent combination of education and experience. Associate's degree preferred . Customer Service and/or call center experience, previous experience as… more
- Charles Schwab (Rowland Heights, CA)
- …**Fluent in Mandarin or Cantonese** + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of experience in the financial services ... industry (required) + Financial business development experience (highly preferred ) + Knowledge of brokerage/banking products and services + Strong client… more
- PNC (San Francisco, CA)
- …and ensures problem resolution. **Required Education and Experience** : + Preferred business relevant majors (eg, Finance, Accounting, IT, Economics, Marketing, ... to include your name, the job ID, and your preferred method of contact in the body of the...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
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