- Wells Fargo (San Jose, CA)
- …services + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs ... position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related… more
- BMO Financial Group (Morgan Hill, CA)
- …all standard processes/procedures. US Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and ... needs for banking products (eg everyday banking, lending, and investment ) and refers to appropriate BMO partners. + Develops...) and refers to appropriate BMO partners. + Develops solutions and makes recommendations based on an understanding of… more
- BMO Financial Group (Morgan Hill, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for ... + Acts as the primary client contact to uncover financial needs and provide meaningful solutions in...- required. + Excellent understanding of personal trust and investment management - required. + In-depth knowledge of client… more
- SMBC (San Jose, CA)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices...80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of… more
- Capgemini (San Jose, CA)
- …to major Automotive clients in US + Present, promote and sell Solutions /services using proven arguments to existing and prospective customers + Lead Generation, ... client context, upselling and cross-selling; Developing Case and return on investment ; Providing strategic inputs to shape the client value proposition and… more