• Practice Finance Support Specialist

    US Bank (Los Angeles, CA)
    …of Practice Finance Business Development Officers and Practice Finance Relationship Analysts. Supports sales teams in executing a One Bank strategy and growing ... experience Preferred Skills/Experience - Considerable knowledge of departmental and bank products and services - Proven customer service and problem resolution… more
    US Bank (06/03/24)
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  • Senior Client Portfolio Manager/OCIO Nonprofit…

    US Bank (Los Angeles, CA)
    At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
    US Bank (05/31/24)
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  • PWM Account Opening Specialist

    US Bank (Los Angeles, CA)
    At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...**Job Description** The Private Wealth Management (PWM) Account Opening Specialist is responsible for working with various areas within… more
    US Bank (06/06/24)
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  • Small Business Specialist 3 - Manhattan…

    US Bank (Manhattan Beach, CA)
    …years of customer service, consultative sales and/or prospecting experience ** Preferred Skills/Experience** - Comprehensive knowledge of applicable bank and ... branch policies, procedures and support systems - Good understanding of bank products, sales , and new business development - General knowledge of cash flow… more
    US Bank (06/05/24)
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  • Treasury Product Sales Manager II…

    Bank of America (Los Angeles, CA)
    …an individual contributor or may lead a team. As a GTS B2B Payment Product Sales Specialist , the candidate will have experience working within a highly matrixed ... at multiple levels of the organization. May represent the Bank presenting at key industry events. Participates as the...fast paced global organization. The GTS B2B Payment Product Sales Specialist will be responsible for performing… more
    Bank of America (06/13/24)
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  • GCM Relationship Manager III

    M&T Bank (Costa Mesa, CA)
    …and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of ... reporting and tickler processing. + Participate, along with GCM Sales , in sales calls to current and...an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
    M&T Bank (05/29/24)
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  • Credit Union Member Relationship Specialist

    University of Southern California (Los Angeles, CA)
    …institution sales and service with a proven track record of meeting production and sales goals + Be knowledgeable in Bank Secrecy Act, OFAC , US Patriot Act, ... Slack, Microsoft Excel). Preferred Education: Bachelor's degree in related field(s) Preferred Experience: 3 years of customer service, sales , or retail… more
    University of Southern California (05/23/24)
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  • Branch Operations Specialist - Antelope…

    Zions Bancorporation (Lancaster, CA)
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...Excellence Awards. We are looking for a Branch Operations Specialist to provide top notch customer service to our… more
    Zions Bancorporation (04/20/24)
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  • Member Relationship Specialist I

    University of Southern California (Los Angeles, CA)
    …institution sales and service with a proven track record of meeting production and sales goals + Be knowledgeable in Bank Secrecy Act, OFAC , US Patriot Act, ... related field(s) Preferred Experience: 1 year 1 year of customer service, sales or retail banking experience. Preferred Skills: Working knowledge of consumer… more
    University of Southern California (04/10/24)
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  • Group Claims Specialist - West Coast…

    Lincoln Financial Group (Los Angeles, CA)
    …a Glance** We are excited to bring on a highly motivated **Group Claims Specialist ** to support our ever-growing claims organization in a work from home environment. ... coast employer groups. _Background details_ As a Group Claims Specialist , you will support our Short Term Disability or...with the ability to multi-task _Nice to have experience ( preferred ):_ + Absence management experience **What's it like to… more
    Lincoln Financial Group (05/22/24)
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  • Wealth Management, Life Insurance…

    JPMorgan Chase (Los Angeles, CA)
    The Life Insurance Specialist will provide support to advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth ... and the retirement industry, and can effectively manage between sales and service support needs of the product. JP...across the entire wealth spectrum. It includes the Private Bank , JP Morgan Securities, and Chase Wealth Management. The… more
    JPMorgan Chase (06/08/24)
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  • Part Time Universal Banker (20 Hours)- Norco…

    Citigroup (Norco, CA)
    …clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals ... deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen… more
    Citigroup (05/25/24)
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  • Managing Director, Asset Based Lending

    BMO Financial Group (Los Angeles, CA)
    …assigned tasks in a timely manner to acceptable quality standards and in accordance with bank guidelines. + Acts as daily sales contact for clients on sales ... Facilitates growth initiatives for the Asset Based Lending Group of the Bank through significant business development and excellent management of key client… more
    BMO Financial Group (06/06/24)
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  • FIU Analyst

    Banc of California (Santa Ana, CA)
    …Experience working at a large bank or financial services firm preferred . + Certified Anti-Money Laundering Specialist (CAMS), Certified Fraud Examiner (CFE) ... **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...certification, Certified Financial Crime Specialist (CFCS), or other applicable industry designation preferred more
    Banc of California (04/27/24)
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  • EDD Investigator

    Banc of California (Santa Ana, CA)
    …and due diligence reviews. + Experience working within the banking industry preferred . + Certified Anti-Money Laundering Specialist (CAMS), Certified Fraud ... **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...Examiner (CFE) certification, Certified Financial Crime Specialist (CFCS), or other applicable industry designation preferred more
    Banc of California (05/21/24)
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  • Head Universal Banker - La Canada Flintridge…

    Citigroup (La Canada Flintridge, CA)
    …clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals ... deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen… more
    Citigroup (06/08/24)
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  • Senior Director Family Office Planning

    BMO Financial Group (Los Angeles, CA)
    Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... gaps. + Develops and executes the business development strategy, sales targets and the sales results for...and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory, legal and… more
    BMO Financial Group (05/17/24)
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  • Private Wealth Advisor Director

    BMO Financial Group (Los Angeles, CA)
    Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... client. + Develops and executes the business development strategy, sales targets and the sales results for...and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory, legal and… more
    BMO Financial Group (05/17/24)
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  • Customer Relations Representative

    MetroLink (Los Angeles, CA)
    …respond to customer inquiries, support passenger flow, and support fare media sales at Metrolink stations. This is a classified position represented by Amalgamated ... delays to passengers. + Sell Metrolink tickets, processing debit and credit sales , make ticket adjustments, and process customer refunds. + Handle and account… more
    MetroLink (06/06/24)
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