- Bank of America (Woodland Hills, CA)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending...learn and understand technology. + Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating… more
- Bank of America (Oxnard, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Bank of America (San Francisco, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Columbia Bank (Benicia, CA)
- …ensuring day to day operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough Client ... in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate....and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. + Acts as back… more
- Stantec (Roseville, CA)
- …consulting services to our clients: - Strategic support for client 's Contractor Safety Program - Training plan recommendations and requirements - Safety ... environment. Your Opportunity Stantec is seeking a Scientist/Environmental Engineer/Safety Professional to lead a team of EHS professionals/EHS compliance… more
- Bank of America (San Francisco, CA)
- …in every two households. + Managing a portfolio of clients by providing exceptional client care with industry leading products, services , and education. + Robust ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- City National Bank (Santa Monica, CA)
- …management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within ... divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and...clients to discuss and promote all Bank products and services in order to establish a total client… more
- WTW (Irvine, CA)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project...on cross-functional teams **Qualifications** + 5+ years' experience in professional services , ideally gained in a benefit… more
- Citigroup (San Francisco, CA)
- …suite of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... The Associate Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the… more
- The County of Los Angeles (Los Angeles, CA)
- …IS A REPOSTING TO ADD SPECIAL INFORMATION DEFINITION: Performs a wide variety of professional social work services in connection with the treatment of clients in ... case assignments and technical instruction; assesses and evaluates students'progress and professional development. Provides in- service training to social work… more