- Financial Partners Credit Union (Brea, CA)
- …A./AS) from two-year college or technical school is a plus. + Six months of customer service / sales experience. + Must be able to read and write English. Must be ... the Best Credit Unions to Work For by American Banker , and Best Credit Unions in California by Forbes,...of success to join our team as a Member Service Officer at our Brea Branch. PURPOSE OF JOB… more
- Umpqua Bank (Sacramento, CA)
- …are trained and competent in explaining all products and services offered. + Monitor sales and service goals. + Process and oversee technical tasks such as ... the branch. + Training and mentoring skills. + Customer-focused service and sales skills. + Understand consumer...consumer and small business lending. + Overall knowledge of bank operations. + Previous client service specialist… more
- BMO Financial Group (Los Angeles, CA)
- …+ Retains and expands existing Business relationships to achieve portfolio retention, sales , service , and profitability objectives. + Establishes and enhances ... facilitate solutions to the client's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is… more
- US Bank (Sacramento, CA)
- …Leader reports to the Business Banking Regional Executive and is responsible for the sales and service operations for business banking clients in an assigned ... to $25MM. Provides leadership to a team of Business Banking Sales Managers to execute One Bank strategy and grow market share. Delivers strategic direction and… more
- Umpqua Bank (CA)
- …relationships. Ability to partner with team. Ability to engage in client-facing service and sales activity. + Advanced proficiency with personal computers ... and existing commercial business relationships. CSM is a second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan, deposit, and… more
- City National Bank (Los Angeles, CA)
- …weekly, monthly and ad hoc reports to support the unit's or division's sales , service and financial activities. Develops and creates customized databases to ... banking experience and extensive experience writing and developing reports, and sales and financial modeling. * Thorough knowledge of PC computing environments,… more
- Umpqua Bank (Walnut Creek, CA)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales /client service experience in trust administration,required + 10+ ... of existing customers. + Coordination of business development efforts of sales , administrative and investment staff. + Monitors and coordinates activities to… more
- Bank of America (San Francisco, CA)
- …Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act… more
- City National Bank (Los Angeles, CA)
- …* Identify the key behaviors that indicate adoption and will drive increased sales , optimal service , and greater client satisfaction. * Design, develop and ... This position is a key leader in transforming our Sales and Client Management functions in Private Banking using...working hours/days in order to provide a superior customer service experience * Successful track record of leading highly… more
- Bank of America (Downey, CA)
- …financial information, spreadsheets and financial skills. + Experience with in-person customer service and sales . + Experience working with small business ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Downey/Business-Solutions-Advisor Firestone-Woodruff-Financial-Center\_25036301) **Job Description:** At Bank of America, we are guided by a common… more