- Bank of America (Irvine, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …products and services, the credit union and any issues. Enhance member relationship by using the member/caller's name during conversation and thanking the caller. ... to self-service channels such as E Quest and E Banking and adhering to break and lunch schedule. Validate...and Development for your position or approved by your Manager as required. Provide solutions to member financial needs… more
- LTD Global (Livermore, CA)
- …offers a full range of financial products including personal and business banking , mortgage lending, and wealth management. It distinguishes itself through ... headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The... relationship -based service, local decision-making, and support for regional economic… more
- Bank of America (Los Angeles, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- Bank of America (Beverly Hills, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption of… more
- Banc of California (Los Angeles, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... hardware asset audit tasks as directed by IT Support Manager and IT Asset Management team. + Contributes to...(Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act… more
- PNC (Ontario, CA)
- …to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will be based in Irvine, CA or Ontario, CA. This ... on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Provides sales, service and execution support for… more
- Bank of America (San Jose, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- PNC (Los Angeles, CA)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship ... team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Retirement Plan Advisors and Portfolio Management & Analytics… more