- Mizuho Corporate Bank (Los Angeles, CA)
- … interactions. Qualifications + Prior experience in a professional office environment; banking or financial services experience preferred . + Proficiency ... and maintenance. + Coordinate with the related to resolve client inquiries and ensure service excellence. +...Americas is a leading provider of corporate and investment banking services to clients in the US,… more
- Umpqua Bank (San Diego, CA)
- …familiarity with client circumstances alongside a broad knowledge of investments, banking , wealth and estate planning, and trust services to frame, acquire, ... and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client...Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred . + 5-10 years of experience in banking… more
- JPMorgan Chase (Del Mar, CA)
- …Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + ... of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a...deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services… more
- JPMorgan Chase (San Francisco, CA)
- …experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking , Business Banking or ... join a leading commercial real estate lender as a Client Associate on our sales team. The Commercial Term...field (Business Administration, Real Estate, Finance and/or Marketing - preferred ) or commensurate experience in the financial services… more
- US Bank (Inglewood, CA)
- …meet customer's needs both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Consultant 4** **Basic ... clients. Maintains a working knowledge of consumer and business banking products and services including digital products...products and services including digital products and services . Provides a consistent optimal client experience,… more
- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Bank of America (Walnut Creek, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking … more
- Bank of America (San Diego, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...policies and procedures + Driving business growth byleading the service delivery model and wealth management banking … more
- Banc of California (Santa Ana, CA)
- …+ High School diploma required. College degree is preferred . + Minimum 6 months client service experience. + Prior banking or financial services ... First point of contact for branch escalation, research, and account opening questions. Client services agents may also provide communication for wires and… more
- US Bank (Lincoln, CA)
- …and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services . ... requests and submits credit applications. Proactively educates clients on emerging and self- service digital products and services to assist with meeting their… more