- Comerica (Tustin, CA)
- …Diploma/GED AND 3 years of customer service experience + 1 Year of Customer Service experience + 1 Year of Consumer Sales experience + 1 Year of experience ... services. + Lead and oversee banking center activities in the absence of Banking Manager . + Consistently assess needs and add value to customers and prospects. +… more
- US Bank (Pleasanton, CA)
- …financial goals-no matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're building a range ... on solutions to drive growth. . Cross-functional Collaboration: Work closely with sales , marketing, engineering, UX/UI design risk and customer support teams to… more
- Wells Fargo (Calabasas, CA)
- …based on customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers + Present ... recommendations for resolving inquiries and service requests regarding customers' accounts + Open and ...and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial… more
- Wells Fargo (La Habra, CA)
- …based on customers' needs * Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers * Present ... recommendations for resolving inquiries and service requests regarding customers' accounts * Open and ...and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial… more
- US Bank (Aptos, CA)
- …and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting in ... + Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently + All the resources of a Fortune 150… more
- Wells Fargo (Clovis, CA)
- …including, but not limited to merchant services and ADP payroll services. + Service business customers with their business needs in a branch environment + Carry ... stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with...a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory… more
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