- MUFG (Los Angeles, CA)
- …expanding nationally and seeking to hire talented and experienced professionals at the Associate level in our Healthcare Group in Los Angeles, CA. ... of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to… more
- JPMorgan Chase (San Francisco, CA)
- …advice to your clients. A role as a Associate is for you. As a Associate Banker on the Healthcare Technology, Middle Market Banking team, you will be ... that represents the Healthcare Technology team as the "Leading Middle Market bank serving the best and most diverse clients" + Champion a culture of innovation… more
- JPMorgan Chase (Los Angeles, CA)
- …enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. In this role you will work both ... to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping...and negotiate accordingly + Extensive knowledge of products and services + FINRA Series 79, 63 and Securities Industry… more
- Umpqua Bank (Arcata, CA)
- …consistently provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards. + Opens Consumer and ... Personal Banker Retail Banking Group Arcata, California **Description** **About...goal of identifying and referring a wide range of bank products and services to the appropriate… more
- Umpqua Bank (Willows, CA)
- …, and referring the customer to the appropriate business partners within the Bank when needed. + Provide excellent customer service by providing immediate ... Personal Banker Retail Banking Group Willows, California **Description** **About...branch goal of identifying and referring a range of bank products and services to the appropriate… more
- Umpqua Bank (Los Angeles, CA)
- …consistently provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards + Initiates and develops new ... Retail Business Banker Retail Banking Group Los Angeles, California **Description**...new or existing business. + Proactively promotes and cross-markets bank products and services , and keeps client… more
- US Bank (Irvine, CA)
- …may include coordination with product partners. Understands ICG business and bank departments, products, and services to recognize cross-selling opportunities ... applications - Experience with department-specific systems - Knowledge of departmental and bank products and services - Versatility with learning bank… more
- Umpqua Bank (Newport Beach, CA)
- …skills with ability to manage the most complex portfolios and knowledge of bank products and services . + Involved in community organizations. + Ability ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino,...trust and wealth transfer, credit, deposit and other appropriate services . + Manage relationships by leading the client team… more
- Bank of America (Newport Beach, CA)
- …on developing strategies to grow revenue domestically and globally for the bank 's Healthcare , Higher Education and Not-for-Profit vertical (HENFP). Key ... bank and operational aspects of the products and services used by clients in addition to possessing good...Requirements:** + 3+ years of B2B sales and/or client service experience in a financial services environment;… more
- City National Bank (Los Angeles, CA)
- *CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, option, ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… more
- Umpqua Bank (Los Angeles, CA)
- … Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash management, credit, investment ... Healthcare Relationship Manager Wealth Management Irvine, California Los...Ability to provide client solutions. + Extensive knowledge of bank products and services in order to… more
- Umpqua Bank (San Diego, CA)
- …Ability to work independently. + Ability to provide client solutions. + Knowledge of bank products and services . + Excellent oral and written communication. + ... Healthcare Business Development Officer Wealth Management Irvine, California...financial solutions to clients from all areas of the bank . + Advise clients on financial solutions and strategies.… more
- US Bank (Rancho Palos Verdes, CA)
- At US Bank , we're on a journey to do our...designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional… more
- US Bank (Glendale, 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 (San Francisco, CA)
- …relationship management and business development abilities - Advanced knowledge of CPS products and services - Broad knowledge of bank products and services ... At US Bank , we're on a journey to do our...may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional… more
- Umpqua Bank (Yuba City, CA)
- … Service Specialist (Teller) plays a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Branch Manager and ... conversations that uncover client needs and identify opportunities to provide additional bank products and services . + Always performs teller transactions and… more
- Umpqua Bank (Walnut Creek, CA)
- …transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate. ... and consistently provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards. + Acts as back up to… more
- Umpqua Bank (Concord, CA)
- …Role:** Responsible for leading a team of associates in the delivery of Breakthrough Client Service and establishing the branch as the bank of choice in the ... (% business vs. consumer accounts), in addition to the associate 's skill set. + Leads, manages and coaches ...closely with cross-functional leaders within Retail and across the bank to provide meaningful client solutions in line with… more
- Umpqua Bank (Walnut Creek, CA)
- …for follow up and resolution ofproblems;billing issues, assisting clients in navigating the bank by liaising with the Client Service , Account Analysis, and other ... proposals, account schematics and proformas. Execute and manage treasury management service agreement, and other client-facing sales related documentation to promote… more
- Umpqua Bank (Sacramento, CA)
- … service specialists are trained and competent in explaining all products and services offered. + Monitor sales and service goals. + Process and oversee ... the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially...consumer and small business lending. + Overall knowledge of bank operations. + Previous client service specialist… more