• Client Solution Specialist Sr

    PNC (Ontario, CA)
    …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Provides sales , service and execution ... Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration **Work Experience** Roles at this level… more
    PNC (08/27/25)
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  • Financial Solutions Advisor- CA Coastal Market

    Bank of America (Oxnard, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/02/25)
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  • Financial Solutions Advisor- San Francisco Area

    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 and remain in ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (07/08/25)
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  • Member Contact Center Representative I

    Financial Partners Credit Union (Costa Mesa, CA)
    …offered through Learning and Development for your position or approved by your Manager as required. Provide solutions to member financial needs by: identifing member ... business. Make referrals to CUSO for financial planning, investments, insurance and mortgage loan products. Take advantage of all opportunities to complete the… more
    Financial Partners Credit Union (08/30/25)
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  • Senior Special Assets C&I Underwriter

    LTD Global (Livermore, CA)
    …full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based ... and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting… more
    LTD Global (08/02/25)
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  • Private Client Advisor II

    Bank of America (San Diego, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (09/06/25)
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  • Specialty Deposit Relationship Banker

    EverBank (San Francisco, CA)
    …Contractor Retention Escrow, Homeowners Associations, Commercial Property Management, Mortgage Servicing companies, any other fiduciary centric specialty niches. ... pursues new business opportunities to expand the client base. Collaborates with the sales team to develop strategies for acquiring new clients. + Works effectively… more
    EverBank (09/05/25)
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  • Financial Solutions Advisor Stage I - Registration…

    Bank of America (Sacramento, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management *...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (09/04/25)
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  • Private Client Experience Specialist - South…

    JPMorgan Chase (Irvine, CA)
    …banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. + ... for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum of two years… more
    JPMorgan Chase (08/30/25)
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  • Asset Management Group Undergraduate Intern

    PNC (Los Angeles, CA)
    …provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. Base Salary ranges from $18-35/hour. ... applying knowledge learned to drive business results (eg, deal, sales , or process support, internal or external client interaction,...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
    PNC (08/02/25)
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