- US Bank (Brea, CA)
- …in areas with a high volume of applicants, such as customer service, contact center , and Financial Crimes investigations, remain open for approximately 5 days of ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- Wells Fargo (Woodland Hills, CA)
- … services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to interact with ... 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to...services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with… more
- Citigroup (Fullerton, CA)
- … Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with new clients with ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R)...for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth… more
- City National Bank (Irvine, CA)
- …clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the ... "Nationwide Mortgage Licensing System and Registry"; or must be able...experience. Our branch network delivers proactive advice and high-level financial solutions with a Global Relationship Management (TM) model… more
- Banc of California (Santa Ana, CA)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and ... developing work schedules and providing necessary training. + Oversees call center scheduling and workforce management. Analyzes volume and trends to ensure… more