- PNC Financial Services Group, Inc. (Sunnyvale, CA)
- …in this position. Preferred Skills Accountability, Banking , Client Loyalty, Customer Experience (CX), Customer Service , Identifying Opportunities, ... the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the… more
- EverBank (Daly City, CA)
- … services , recognizes sales opportunities, opens accounts, delivers exceptional client service , and makes appropriate introductions to team specialists such ... banking , and treasury management. This job understands client needs to offer the appropriate financial services...advantages of the organization's banking products and services . Educational Requirements High School Preferred Work… more
- Western Alliance Bancorporation (Carlsbad, CA)
- Job Title: Preferred Banking Advisor (Relationship Banker) Location: Carlsbad What you'll do: As a Preferred Banking Advisor you'll be a single point of ... treasury management or deposit requests. You'll exemplify the department's "sales, service , operations" philosophy through client interactions. You'll respond to… more
- Fremont Bancorporation (Livermore, CA)
- …or private client environment. Knowledge of deposit account products, treasury services , and online banking platforms. Ability to explain and support clients ... Fremont Bank's VIP andhigh-net-worth clients. This individual supports the Private Banking team bymanaging daily client requests, ensuring operational… more
- Selby Jennings (Dana Point, CA)
- …Finance, Accounting, or Business (advanced degrees/certifications like CPA, CVA, AM&AA preferred ). 6-10+ years in investment banking , corporate development, or ... Program Managers, InsurTech). This role involves leading transaction teams, managing client relationships, and overseeing M&A advisory, valuation, due diligence, and… more
- Umpqua Bank (Los Angeles, CA)
- … banking industry and industry-specific trends Demonstrate a broad knowledge in other banking services offered by other lines of business to identify and ... client relationships. Excellent oral and written communication, interpersonal, and client service skills Job Location(s): Ability to work fully onsite… more
- Westamerica Bank (Turlock, CA)
- …managing a client portfolio. Provides customers with information and resolves banking problems. Promotes sales of bank services and products. Financial Plan ... believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under general… more
- City National Bank (Oxnard, CA)
- …Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may ... are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves...30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select… more
- Westamerica Bank (Napa, CA)
- …within a financial services environment. Four (4) year college degree preferred . Previous retail sales, banking experience and/or lending a plus, preferably ... believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Financial Plan Meet or… more
- Morgan Stanley (San Francisco, CA)
- POSITION SUMMARY: Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) ... services and solutions that support clients' needs including banking products and services and secure, digital...in developing a business plan and delivering against a client service model Support the team's marketing… more
