- Umpqua Bank (Irvine, CA)
- Client Engagement Banker Retail Banking Group Irvine, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** The Client Engagement Banker is responsible… more
- Umpqua Bank (Irvine, CA)
- …personal, business, financial, and market data gathered through relationship reviews, client engagement , market research, and partner collaboration. Participates ... relationship count). Assists Bankers with portfolio management, partner collaboration, and client - engagement to develop and grow new and existing commercial… more
- PNC (Riverside, CA)
- …calling, service to sales, teller interactions, appointment setting and effective lobby engagement , ultimately elevating client loyalty. Delivers a full PNC ... opportunity to contribute to the company's success. As a full-time Regional Banker /Teller, you will engage in proactive sales and customer service activities… more
- Citigroup (Diamond Bar, CA)
- …and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment ... + Energetically greet and interact with clients on the bank floor to proactively identify and address client...Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client … more
- Citigroup (Van Nuys, CA)
- …and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment ... + Energetically greet and interact with clients on the bank floor to proactively identify and address client...Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client … more
- PNC (Ontario, CA)
- …understanding of the client 's needs and their financial well-being. Drives client engagement and loyalty. Generates ideas and best practices within ... relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client… more
- PNC (Pasadena, CA)
- …of the client 's needs and their financial well-being. Focuses on increasing client engagement and loyalty. + Leverages an established and effective network ... and external relationships, such as community or industry relationships, to enhance the client experience. Focuses on bringing entire bank to the client… more
- PNC (Irvine, CA)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement , Decision Making, Financial Analysis, ... to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Irvine, CA. The position is primarily… more
- Alight (Norco, CA)
- …for Alight and their clients. **Delivery Key responsibilities:** + Support Managers with client engagement ensuring all information is accurate and provided on ... processes, completes root cause analysis as required, and recommends client intervention procedures and communicates variances + Analyzes accounting compliance… more
- Synchrony (Costa Mesa, CA)
- …for the Digital Bank (Business Orchestration/Services Layer, Web and Native apps, banker experience UI and workflow) + Partner with multiple teams within the ... Job Description: **Role Summary/Purpose** The VP, Consumer Bank Digital RTE will be responsible to lead...to commute to our nearest office for in person engagement activities such as business or team meetings, training… more
- Citigroup (Covina, CA)
- …community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, ... corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches… more
- JPMorgan Chase (Irvine, CA)
- …to develop, strengthen and/or deliver action plans and best practices to key bank partners and align people objectives across the region and within markets + ... expectations + Partners with Market Directors and Branch Managers to support Banker performance and development through onboarding and training, workshops in the… more
- Anywhere Real Estate (Riverside, CA)
- …to ensure Anywhere builds enterprise-wide strategies and delivers programs that drive high engagement , adoption, and results. You will use data to both assess and ... Development: The SVP designs career development paths unique to different client groups. They improve coaching, assessments, and individual development plans *… more
- Anywhere Real Estate (Riverside, CA)
- …with company policies and procedures. Provide second escalation point for customer and client related issues - handle problem calls from customers, agents, etc. and ... operation. Handle daily supervisory responsibilities, ie performance management, employee engagement , employee productivity, recognition. Manage all daily processes to… more
- Banc of California (Santa Ana, CA)
- …GTM to deliver best-in-class execution, pre- and post-closing. + Thoughtfully prepare client facing material for strategic opportunities and engagement . + Act ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...work experience required. + Ability to develop and manage client relationships. + Ability to work on many tasks… more
- HSBC (Arcadia, CA)
- …service teams to build meaningful relationships with high value clients.Professionalism client focus, and understanding of the fundamentals of wealth planning will ... opportunities within the business through regularly collecting, updating and analyzing client financials + Conduct full needs assessments with current and potential… more
- Aston Carter (Commerce, CA)
- …cost coding. + Maintain monthly amortization schedules. + Prepare monthly bank reconciliations and investigate any unreconciled differences. + Calculate monthly ... + General ledger + Month-end close process + Year-end close + Bank reconciliations + Account reconciliations + Financial statements (Balance Sheets and Income… more
- Aston Carter (Commerce, CA)
- …cost coding. + Maintain monthly amortization schedules. + Prepare monthly bank reconciliations and investigate any unreconciled differences. + Calculate monthly ... journal entries, general ledger, month-end close process, year-end close, bank reconciliations, and account reconciliations. + Experience with financial statements… more
- Synchrony (Costa Mesa, CA)
- …may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._** **Essential ... Proactively identify areas of opportunity to develop & improve client relationships as well as sell potential prospects on...consumer finance or PLCC program or portfolio either from bank or retailer side of business + 7 years… more