- Bank of America (San Jose, CA)
- …+ Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking ... based on client needs + Partners with financial center leaders, performance managers, and market...requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending… more
- Bank of America (San Jose, CA)
- …effectively and cohesively. Responsibilities: * Operates as a back up financial center leader within a market * Manages client traffic, engaging and ... Market Financial Center Manager San Jose, California...owner, fostering a team environment, and instilling an effective client -centric and risk culture. Job expectations include driving operational… more
- Bank of America (San Jose, CA)
- Financial Solutions Advisor- Evergreen Village Financial Center San Jose, California **To proceed with your application, you must be at least 18 years of ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages...Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and… more
- Bank of America (San Jose, CA)
- Financial Center Manager San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... an impact. Join us! **Job Description:** This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the… more
- Bank of America (San Jose, CA)
- …environment, instilling an effective client -centric and risk culture in the center , and helping clients achieve the financial goals. Job expectations include ... Financial Center Manager San Jose, California...Develops talent, including proactive sourcing of candidates * Manages client traffic, engaging and appropriately routing clients, and fostering… more
- Stantec (San Jose, CA)
- …We seek a Northern California Environmental Services Water Sector Business Center Practice Leader (BCPL) to contribute to a purpose-driven organization focused ... They should also have strong federal, state, and local water agency client networks, regulatory agency relationships, expertise in the Sacramento-San Joaquin River… more
- Oracle (San Jose, CA)
- **Job Description** An Oracle Data Center Technician will perform key roles to delivering core infrastructure & foundational technologies within the OCI data ... center environments. As a skilled technician working on a...gaps and learn new relevant technologies. + Act within Service Level Agreements (SLA) on the tickets assigned to… more
- Oracle (Santa Clara, CA)
- …of enterprise servers and cabling infrastructure. + Troubleshooting and repair of data center hardware and networking infrastructure. + Rack and stack of data ... center equipment, including but not limited to servers, networking...is used and monitored by multiple internal Oracle Cloud service owners and teams. + Documentation of activities and… more
- Zions Bancorporation (Fremont, CA)
- …for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more
- JPMorgan Chase (San Jose, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and… more
- Stanford University (Stanford, CA)
- … administration policies and practices that balance controls, compliance, and customer service . FMS is primarily responsible for financial policy oversight, ... Financial Analyst, Treasury **Business Affairs: Financial ...liaison to the hospitals and the Stanford Linear Accelerator Center (SLAC). The FMS work environment is grounded by… more
- Therma LLC (San Jose, CA)
- …to redefine the mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, ... the Service Renewals Coordinator ensures seamless operations and strong client relationships. **Key Responsibilities** + Manage the contract renewal process to… more
- Valet Living (San Jose, CA)
- …delivery across 20-40 multifamily communities, manage contractor performance, and ensure service quality and client satisfaction. If you're organized, proactive, ... Manage Contractors: Recruit, onboard, and supervise independent contractors to meet service expectations and quality standards. + Maintain Client Relationships:… more
- Bank of America (San Jose, CA)
- …This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual ... conducting consistent follow-up routines. Responsibilities: * Partners with teams to provide financial center clients with both consumer and small business… more
- Bank of America (Cupertino, CA)
- …an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a ... position, you will train at one financial center , and then potentially move to...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Edward Jones (Sunnyvale, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... financial advisor. You are the first voice a client hears when they call on the phone -...**Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +… more
- BMO Financial Group (San Jose, CA)
- …with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + ... $10MM-$50MM in company revenues. The ideal candidate will have a strong COI ( Center of Influences) network, established in the market place, and a proven track… more
- CDM Smith (San Jose, CA)
- …* Oversees groups operations including staffing, quality, profitability, sales support and client service . * Monitors business operations through monthly reviews ... loss, as well as achieve monthly, quarterly, and annual financial and sales goals. This position directs the delivery...laws for reporting, addressing any non-compliance. * Collaborates with Client Service Units, oversees, directs, and ensures… more
- BMO Financial Group (San Jose, CA)
- …with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + ... $10MM-$50MM in company revenues. The ideal candidate will have a strong COI ( Center of Influences) network, established in the market place, and a proven track… more
- H&R Block (Cupertino, CA)
- Our Company An Acquisition Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client 's business activity. ... concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings...meetings and training sessions to continuously improve the bookkeeping service provided to the client . + Attends… more