- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Wealth-Management-Client- Associate \_25048205) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (Irvine, CA)
- Wealth Management Client Associate (Part-time) Irvine, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Irvine/Wealth-Management-Client- Associate --Part-time-\_25048203) **Job Description:** Merrill Wealth Management is a leading… more
- JPMorgan Chase (San Francisco, CA)
- …having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and ... advice tailored to suit their financial needs. As an Associate Banker in a JP Morgan Branch, you will...while complying with all policies, procedures, and regulatory and banking requirements + Educates clients on the usage of… more
- CIBC (San Francisco, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required to support ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment most_** **_optimal_**… more
- JPMorgan Chase (San Francisco, CA)
- …experience in commercial real estate lending or 3+ years in other banking /finance experience. + Good understanding of multifamily real estate property valuations and ... analysis skills, including evaluating property cash flows, property valuation, and personal financial statements. + Demonstrated success in thriving within a… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …+ Identify inefficiencies within the department and make recommendations to Personal Teller Center Leadership EDUCATION/EXPERIENCE: + Associate 's Degree (A. ... Description PURPOSE OF JOB: We are looking for a Personal teller to promote a positive, professional image of...high volume of transactions in a fast paced video banking environment + Must be comfortable, professional, and friendly… more
- LinkedIn (San Francisco, CA)
- …the business needs of the team. We are looking for a Strategic Finance Sr Associate who will partner closely with LTS R&D leaders to define product strategy, inform ... years of experience in finance, finance accounting, management consulting, investment banking , or related field OR equivalent experience. Preferred Qualifications +… more
- LinkedIn (Mountain View, CA)
- …View, CA office. Our Ecosystem Strategic Finance team is searching for an Associate for Ecosystem Strategy & Performance. This person will partner with our Product ... of experience in finance, finance accounting, management consulting, investment banking , or related field OR equivalent experience. **Preferred Qualifications** +… more
- Navient (San Francisco, CA)
- …more below, and let's build something great together! **The** **Client Happiness Associate , Conversion & Sales** **will report into the Origination Leadership team** ... **.** **As the** **Client Happiness Associate , Support & Sales,** **you will:** + Take a...and manage leads effectively. + Regularly review and assess personal performance against conversion targets, seeking feedback and employing… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking an Associate to join its Technology Finance team within the Commercial Bank's Sponsor Credit group, an industry leader in ... for assigned portfolio. Collaborate with internal partners in commercial and investment banking to develop and execute on relationship plans, and join meetings when… more