- BMO Financial Group (San Diego County, CA)
- …branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer ... requirements for the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending… more
- Banc of California (Santa Ana, CA)
- …opportunities including treasury management, foreign exchange, merchant services, and corporate/business credit card . Engage partners to help assess needs and ... Sources, identifies and prequalifies lending opportunities. Works directly with Relationship Manager to professionally present approved credit solutions to… more
- Citigroup (Thousand Oaks, CA)
- …executes all service transactions (eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit ... team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and… more
- KQED (San Francisco, CA)
- …confirming cash received, requests for an Account Statement, invoices, or a single use credit card hyperlink, etc. + Maintain and create e-mail templates, or ... inquiries. + Process urgent inquiries and collaborate with Revenue Manager (as needed), on responses for inquiries that require...credit reports for new customers, approve WO finance credit stops, and, identify high risk companies.… more
- BMO Financial Group (Los Altos, CA)
- …conversation to identify potential opportunities and address everyday banking plans and credit card needs. + Contributes to meeting branch business results ... team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions...days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we… more
- Otsuka America Pharmaceutical Inc. (Sacramento, CA)
- …payment of money during the job application process. We do not require any financial, credit card or bank account information and/or any payment of any kind to ... Excellence & Operations Vendor and Contracts Management Lead and directly manages the Manager , HCP Engagement Lead. This position will lead the transformation of how… more
- Columbia Bank (Walnut Creek, CA)
- …night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, ... Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager , the Teller...etc. + Mitigate risk by ensuring safekeeping of money in cash drawer… more
- Columbia Bank (San Diego, CA)
- …night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, ... Breakthrough Client Service Standards. With guidance from the Float Manager , various Branch Managers and Assistant Branch Managers, the...etc. + Mitigate risk by ensuring safekeeping of money in cash drawer… more
- BrightSpring Health Services (San Diego, CA)
- …or employee will request financial or personal information (Social Security Number, credit card , driver's license, bank information, or payment for work ... and home remedies). + Ensure laboratory tests required for monitoring high- risk medications are appropriately ordered, reviewed, and communicated to the healthcare… more