- PSI Services (Sacramento, CA)
- …development of certifications tests. They manage a portfolio of assigned client programs, facilitate test development meetings with external stakeholders, maintain ... test and item banks using PSI's proprietary item banking and test delivery software. This is a full-time...to grammar, spelling, test item format, and conformance to client specific style guides. * Assemble test forms that… more
- Wells Fargo (Irvine, CA)
- …high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking , custom lending, and trust services . These bank specialists ... Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the Banking , Lending, and Trust division of Wealth and Investment… more
- City National Bank (Los Angeles, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...& Business Banking (PBB) wealth management opportunities or client … more
- ASRC Industrial Services (Los Angeles, CA)
- …documentation. + Ability to work independently and as part of a team. + Customer service and client management skills. **TRAVEL** + Travel to project sites may ... ask job candidates for sensitive personal information (such as Social Security numbers, banking details, or payment of any kind) during the hiring process. If you… more
- JPMorgan Chase (Irvine, CA)
- …and skills** + Interest in working with experienced Treasury partners to recognize a client 's cash flow needs and apply appropriate banking solutions + Sales, ... right team. As a Treasury Sales Associate in Commercial Banking , you will play an integral part in contributing...+ Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost… more
- Citigroup (Los Angeles, CA)
- …help you navigate your financial goals. You could access a range of responsive banking , investing, wealth management & planning services and access to a ... Series 7 & 66 Required **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:**… more
- Zions Bancorporation (Irvine, CA)
- …of new principles and concepts. + Requires a considerable working knowledge of banking and financial services and the ability to apply that information ... Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks...Banks to Work For" and as having a top banking team in its list of "The Most Powerful… more
- JPMorgan Chase (Los Angeles, CA)
- …market funds. For individual investors, the business also provides retirement products and services , brokerage and banking services including trusts and ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global...wealth management leader that delivers the highest quality advice, service , capabilities and products to high net worth individuals… more
- EverBank (San Francisco, CA)
- …, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is ... Banker is responsible for identifying, managing, deepening, and developing client relationships, providing exceptional financial services and driving… more
- City National Bank (San Francisco, CA)
- …Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may ... leadership in driving team performance, maintaining high standards of client service , and aligning efforts with overall...preferred * Excellent understanding of all products and services applicable to target client segment *… more