- Bank of America (Oxnard, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oxnard/FC-Client- Service -Representative South-Oxnard-Financial-Center\_25037086) **Job ... Priorities Strategy and educating clients on conducting simple transactions through self- service technologies. **Responsibilities:** + Executes the bank 's risk… more
- Columbia Bank (Irvine, CA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At Columbia, we ... and time management. + Process confidential information + Open, maintain and service client accounts. Follow-up on missing paperwork. Process new accounts and files.… more
- City National Bank (Los Angeles, CA)
- … SERVICE REPRESENTATIVE II* WHAT IS THE OPPORTUNITY? Provide exemplary client service to bank colleagues and clients. Accept and process client transactions. ... Respond to questions regarding Bank services and refer clients to the appropriate colleagues....fees. * Provide customers with information on accounts, rates, service charge restrictions and other relevant account information. *… more
- City National Bank (Los Angeles, CA)
- … bank policies and industry regulations. Ensures excellent client service , operational integrity and regulatory compliance. Provides support to Relationship ... portfolio management. This position acts as liaison to other departments throughout the bank to effectively resolve operational issues. WHAT WILL YOU DO? * Oversees… more
- City National Bank (Los Angeles, CA)
- * SERVICE REPRESENTATIVE I - TREASURY MANAGEMENT* WHAT IS THE OPPORTUNITY? Serves as primary customer service & training contact for Treasury Management Services. ... Acts as liaison between clients and various Bank units to independently respond to client inquires and...executed and all operational arrangements are in place to service assigned accounts. * Prepares monthly and quarterly management… more
- City National Bank (Los Angeles, CA)
- *REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS* WHAT IS THE OPPORTUNITY? This position will work directly with the City National ... monitoring and mitigating operational and regulatory risks within Client Service & Operations.The role will support corporate governance enhancement routines,… more
- BMO Financial Group (Saratoga, CA)
- Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide ... sales and service in the best interests of the customer. Advises...in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will… more
- Bank of America (San Francisco, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated… more
- Bank of America (Newport Beach, CA)
- …and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank 's digital offerings and wealth ... + Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank 's...first service model focusing on exceeding the bank 's client service expectations and operational excellence… more
- Bank of America (Walnut Creek, CA)
- …results focused and effective. This job is responsible for leading the overall service delivery model to include the bank 's digital offerings and wealth ... Associates and the branch Operations Department to meet and exceed the bank 's client service expectations and operational excellence goals **Managerial… more