- Umpqua Bank (Irvine, CA)
- Client Engagement Banker Retail Banking...products and loans, as well as collaborating across the Bank to meet client needs. + Provide timely ... Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** Client Engagement Bankers build meaningful, long-term relationships by… more
- Bank of America (Newport Beach, CA)
- …individual with exceptional interpersonal skills * A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... full array of Private Bank and the bank 's capabilities and services to meet specific client... bank 's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients.… more
- Bank of America (Newport Beach, CA)
- …technical consultant to both internal sales teams and their clients. Through the client engagement process, the MS will provide consultative services to highly ... to have a deep and wide understanding of the client segment, Payment ecosystem, merchant processing and how to...to the product owners within the commerce organization. At Bank of America, we are guided by a common… more
- Citigroup (Montrose, 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 (Norwalk, 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
- Deloitte (Costa Mesa, CA)
- …technology advisory services that shape the landscape of our clients' financial success. + Client Engagement : Play a central role in client communication, ... to Fortune 500 corporations, focusing on treasury IT strategy, bank connectivity strategies (eg, SWIFT, multibank reporting), vendor selections, organizational… more
- JPMorgan Chase (Torrance, CA)
- …primary benefit of being a JP Morgan Private Client , marking the initial engagement of bank -only clients with Wealth Management. As a Vice President, Private ... The Private Client experience at JP Morgan offers a pathway...financial advisory at a broker-dealer, RIA and/or a private bank , affluent/high-net-worth solutions, and retirement strategies + Bachelor's degree… more
- Citigroup (Woodland Hills, 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
- Citigroup (Anaheim Hills, CA)
- …is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate ... CPA's, Builders, etc). to drive mortgage business into the bank . + Appropriately assess risk when business decisions are...segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business, Cards, etc. + Keep… more
- HSBC (Irvine, CA)
- …team and a key relationship support role created to provide an outstanding client experience to the valuable banking and wealth clients and increase the WRMs ... client facing time. While the WRM is the defined...regulations affecting their delivery + Previous experience in Retail/Premier Bank sales preferred + Understanding of core products, Premier… 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