- City National Bank (Westlake Village, CA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- City National Bank (Santa Monica, CA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Bank of America (Woodland Hills, CA)
- …them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Sacramento Credit Union (Sacramento, CA)
- TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) STATUS: NON-EXEMPT DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - $26.80 PER ... to customers and possesses excellent communication skills for our Financial Service Specialist III (Banker) position at our H-Street branch. An individual who… more
- Bank of America (Yuba City, CA)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations...SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system… more
- Citigroup (San Francisco, CA)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... (eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches,… more
- Citigroup (El Cajon, CA)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen… more
- Citigroup (Pleasant Hill, CA)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen… more
- Anywhere Real Estate (Los Angeles, CA)
- …execution **New-to-Business Enablement** _(25%)_ + Lead and coach the New-to-Business (NTB) Specialist team + Partner with VP to refine strategy and implementation ... accelerate time-to-production **Cross-Functional Collaboration** _(15%)_ + Partner with Recruiting, Sales Enablement, Field Marketing, AOS, and leadership across all… more
- Bank of America (San Francisco, CA)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles of Business Development,… more